Member Info for Smokinjoe03

Nice to see this pushing over £1 again, 1.20 next stop.

Still only valued £90m over their cash, Doosan rollout due in coming months and Delta building their factory for 2026 rollout, specialising in AI and Data Centers, a new partner would be the cherry we need to really drive this momentum home.

Every Ocado update is now showing rapid growth and lower costs, the shorters case looking weaker by the qtr.

They will point to slower than expected CFC rollout but with cash positive on the very near horizon, the urgency to ramp up due to possible cash call dissappear.

£3 next stop

Seeing as these were rock bottom, I agree with Tyson, this is only the start.

This is the turning point, great numbers, company now rapidly moving into profit, shorters have decisions to make.

OIA continues to fine tune its commercial positioning in a busy fulfilment market for non-grocery ecommerce and logistics. It has signed a further deal for a small installation of Ocado's "OSRS" fulfilment solution at an apparel fulfilment site for a large international retailer. The expansion to apparel fulfillment highlights another substantial opportunity for Ocado's technology beyond grocery retail

Vg - I dont have a crystal ball so can't possibly be so bold as to name an actual number, but I strongly suspect this will go up from here tomorrow, how much will depend on the numbers and how they interpreted

VJ - OK so seeing as you seem so knowledgeable, let's hear your price for tomorrow's close, and we can see if your noise is justified?

I couldn't resist a top up at this price, news surely can't be far away, as H2 plans to be quite transformative for the company with Doosan rollout and first royalties.

VJ - quantas is really in your head full time

50 days to end war or huge tariffs on Russia, missiles and defence systems being sent quickly to defend themselves...strong news, ball back in Russian court!!

Be interesting to hear the major Trump statement on Russia Monday, could be a big positive for this stock

I do think that Delta electronics investing $250m to acquire land and plant to produce large-scale solutions for data centres and energy infrastructure was a bit of a head turner and for me will do more than Bosch ever could have. They're a serious company and a potentially high value revenue stream for Ceres, especially in these times of AI expansion and growing data centre need.

Neil - appllogies forget that I thought you were challenging figures from Musey.

Neilhump - those figures are spot on from the last results, not sure where you're getting your information

I'm a buyer for more at around this price.

Valuation is now only £1.9b and not fairly placing much value to the 128 modules live by eoy, especially as cash held I'd near £750m.

Key to all this is the Kroger relationship and with recent 15% growth in digital (home delivery bring driver), and with Kroger comitted to 2 new CFCs at beginning of 2026, you have to say that partnership is looking strong for future orders, else why would they proceed.

The don't see the situation quite as dire as critics like us to think, cash will be critical and obviously new orders need to surface but even if fundraising was needed in few years time, with the company maintaining they will be cash flow positive in 2027, I couldn't see big sums needed, perhaps 10% diluted, at today's prices 23p.

All conjecture of course but my take on it.

Back with a different user name but same old personal attacks

Https://www.ainvest.com/news/kroger-digital-surge-margin-momentum-signal-retail-resilience-2506/

Sounds like a Harry Potter film!

I know Kroger stated they wanted to hit the ground running on the remaing 10 CFCs from original 20 ordered, so the question for me is at what point in current trajectory of increasing digital growth, they will start to commission them, given it takes a year or 2 to implement?

Poker - the market wanted CFC'S and lots on here were saying same, no new CFC's but when they deliver, it's like the goal posts are moved to say that's expensive to build etc, it's clearly being played but imo still heading in right direction....as I said let's see what Friday and Ocado most important partner has in terms of digital growth

Dates or not it can't possibly be bad news and go down in a normal market, BP are increasing revenues and online penetration and need a CFC to cope with demand, how in any world can that be bad for Ocado. Friday and Kroger next, expecting increasing growth for digital....DYOR