Member Info for Smokinjoe03

I noticed that growth companies who are not profitable are being targeted by shorters, case in point Oxford nanopore which was pushed down to £1.29 just over a week ago before their results which then jumped to £1.60 on the day.

This is opportunistic and nit based on anything company specific to technology or sector imo

I notice some sorts recently of 1.21% but maybe adding to current price weakness.

Crazy dangerous imo, especially with results in 7 days

I do love the 80% gross margin, that's a great figure.

Really looking forward to next Wednesday and very likely positive news.

Gift prices for medium term profits here imo, topped up again, no brainer especially with likely strong trading update on 29th January

I would imagine Kroger are paying very close attention to today's growth figures and fully expect them to resume rollout of outstanding 12 CFCs of their initial order in H1.

Value - EBITDA % growth is unchanged however on larger revenues is obviously going to generate higher amount than previous year.

Very interesting update tomorrow, I'm hoping

for something extra to be be included but who knows.

GLA to all those holding LONG

Full year 2024 trading update Monday GLA

Value - agree Ocado need to demonstrate that they can sign up new contracts for further CFC's, this is the key price driver but personally I believe looking at the Kroger digital data from last results and the team Ocado now have stateside to optimise current 8 CFC's, we are not far away from an announcement for CFC restart for remaining 12 of that initial order but I have to agree in meantime the market will continue to exploit that concern.

I do hope we get more than just figures in next week's trading update, would like to hear a conclusion on the M&S final payment dispute and positive news on Kroger CFC's would we incredibly well received. Bottom line is the market wants more than just UK retail improvement

Ups stake by another 1%

The all important 5p downgrade, can't take them seriously

Full year 2024 trading update due 13th January.

Fully expecting strong financial guidance, hopefully above previous numbers.

Current price looks a gift.

Poker - yes there could be trims if news is good, however I believe what will likely close most shorts if not all is a Kroger reset and commissioning for CFC rollout, to date I think we only have 8 of those initial 20 built and working, that would really put the cat among the pigeons.

I could not resist buying more at these lowly levels, £2+ in 2025 is my take.

2025 is going to be a huge year for Ocado and the Kroger restart is key imo, it has to happen for the growth story to remain in tact and personally I think it will.

Sold my CERES to buy more here, I'm confident of Kroger restart very soon, huge growth last week driven by CFC's. Anticipating further rollout news, hopefully by eoy or Jan

Just highlights the utter nonsense of analyst opinions

I'm expecting KROGER news on commencement of CFC rollout sooner rather than later, given merger off and their recent digital growth expansion, everything pointing to it imo

Kroger digital sales in Q3

While overall sales fell, Kroger’s digital sales grew 11% year over year, though the grocer did not provide specific figures. Delivery sales, which rose 18% from the year prior, outperformed other channels, with customer fulfillment centers playing a key role, according to CEO Rodney McMullen.

“Increasing ecommerce penetration is important to our model, as households who shop with us digitally and are in our stores are our most loyal customers and increase retail media monetization opportunities as well,” McMullen told investors during the company’s earnings call. “As our digital business grows, particularly in our delivery network, it continues to have a larger impact on our financial results.”