Member Info for Smokinjoe03

"Oxford Nanopore makes the most advanced sequencing technology in the world, and it has been rewarding to identify and implement such a transformative use case." said Mark Budde, CEO of Plasmidsaurus. "We are thrilled to work directly as partners to develop technology to solve other daily needs of biotech researchers around the globe."

More goos news today on another collaboration and multi million dollar contract, surprised it hasn't lit up the price, I'm guessing after the big rise yesterday, a lot will now wait for tomorrow's eagerly awaiting update

I have to say that so called analysts have thoroughly embarrassed themselves on this share recently, for whatever their motives were, well done to those who ignored that crap!

Nathan - they are strong potential suitor, however that would also depend on whether board thought bid was high enough, either way price would sky rocket

Crazy cheap price still imo, I may be biased but I think their innovative real time, long read products are simply the best on the market and they are collaborating with some of the industries best companies to make breakthroughs, add to this they lose IPO protection early October, meaning they can be swallowed up by bigger fish.

Important week with a trading update on Wednesday, very much hoping and expecting positive news on new products uptake, so last chance to buy today and tomorrow.

GLA

Value - I believe there is no elephant in the room, Kroger have already answered that question by saying and I quote CEO Kroger "Right now, all the energy is focused on the ones we have and making sure that those are where we want them to be, where they need to be and on a sustainable basis…I would say that a ton of work is being done" he also gave very positive update only yesterday.

I noticed that Baillie Gifford Global discovery fund now have Nano in their top 10 investments again, fairly recent addition too

Value - Steiner made it quite clear to the whole market that they ample cash to also use part of it for the December 25 refinancing, so that kind of sinks your argument, unless he lying to everyone of course!

Value - I do get the impression that if a £10 bid came in this afternoon you would be letting us all know how you had closed your short at midday.

Excellent update and ringing endorsement from our most important partner. Another spoke near Florida too, onwards we GO!

It's only a matter of time before Kroger give the go ahead for CFC expansion given their digital growth of over 8% in Q1 24.

I imagine their main focus is on Albertsons merger, which again will provide huge catalyst to Ocado shares if waved through.

So many news items imminent, this could head up very quickly especially given the numbers short

Value - well I guess they weren't good for you as Ocado virtually cut in half the H1 losses from previous year.

3 more CFC's opening by EOY too, which will add to the rapidly increasing profits from Technology Solutions (you might want to keep your eye on that as a shorter)!

Value - you can't dispute the numbers today, they look decidedly good to me and obviously the market, up 6%

Dan Coatsworth, investment analyst at AJ Bell said: ‘Driving the positive market reaction is an upgrade to adjusted earnings and cash flow, together with guidance for better margins and cost reductions.

‘This is music to the ears of investors, particularly as Ocado has been a jam tomorrow story for so long and now it might be in a better position to start delivering the goods financially in the not-too-distant future. It is still loss-making, but those losses are being narrowed.

‘Much of the company’s criticism has been centred on its slow progress in signing up new technology partners for its grocery logistics platform, as well as fragile relationships with its UK retail partner, Marks & Spencer.’

Value - Steiner put is neck on the line today and seems hugely confident Ocado that profits will hit before the £1b cash runs out and I think he has a better take on this than you/me or any broker.

Today was a pivotal moment for me, I'm a believer and

Should we be expecting a new £12 target this morning?!

Very encouraging

"raise our FY24 margin guidance to a mid-teens percentage; previous guidance: 'greater than 10%'.

Bushey - you're not wheeling out that one again, yes and index 250 trackers buy, yawn

Infor - indeed and 3 CFC's going Live in H2 24 at Madrid, Melbourne and Sydney to keep that growth moving.