Member Info for Stupmy

Looks very positive to me although they state it as in-line

You can read it here. Maybe someone better at understanding this type of stuff might give their view

https://www.ocadogroup.com/investors/reports-and-presentations/

Marked as a past event on the ocado site, but I can't find it on the london stock exchange or on this site. Bit weird? Am I missing something?

Just refreshed your chart fleccy, good idea I think and I prefer the black. Red jars a bit with me, never like to see red!

That's a good profit for AKO so, to date they're clearly right to be short.

I wasn't asking for a change, I just didn't want to make any assumptions. Thanks fleccy.

Fleccy, why is the last bar red?

I've taken a penny loss there and shall wait. US markets selling off, I believe in response to data showing economic growth has slowed in the first quarter and inflation is rising.

Seems to be a good thought to me fleccy. Can't believe how many useful posts I'm seeing today.

I like the idea Sangi. In fact I wouldn't be surprised to see this idea and other arguments e.g. contracted costs coming from OCDO upfront and thus being highlighted as liailities until completion of agreed milestones and being received back from collaborators, turn out to be important. I'll be watching closely tomorrow for sure. There are clearly buyers today at this level (365 or so). Be interesting to see how the SP moves into close (and of course in response to tomorrows RNS).

I didn't know that Poker, is that solid or just 'probable' it sounds murky enough to be real to me.

For those interested. The SP has formed a rectangular pattern. The upside breakout might take us to 117 or above, the downside to around 94-95. The shorts are obviously looking for the downside.

BT has fullfilled something on the chart that was of interest to me SK so I have bought a small long at around 105.3 in my 'canary account'!

I don't know SK, mabye some sites can give tighter data, perhaps it's what's left after a reduction from 0.5% or above. But what's for sure is that the stated data on most sites underestimates the short positions. Also the data is usually 48h out of date.

You're correct SK, 0.5% and above is notifiable. Below that most short tracking sites do not show data. That means that you can't know the true size of the short positions. I'm not sure for Shorteurope.com so those interested should check.

Shorts have again increased to make OCDO the 3rd most shorted company in the UK market. Here's a link to the detail, but you can get it yourselves at Shorteurope.com. Obviously those shorting the company believe it has further to fall. Institutions that short are not always right and don't always make a profit. Make of it what you will.

https://screenrec.com/share/LH3QBeiAv0

Https://screenrec.com/share/tDn2XHu1YL

That's a breakdown of short positions and the holders currently. You can see they've increased a lot since Sept last year. For the moment the SP has dropped a little. If I'm correctly interpreting the chart (which is not a sure thing) then the shorting institutions are losing money for the moment. They're not in it on a whim, so they feel that they'll win over time. However they might be wrong. If those positions are forced to close, then it would likely create a short squeeze that could bump the BT price up. With enough 'ifs' you could put Paris in a bottle.

Didn't look particularly encouraging to me, but I'm not an accountant and haven't followed SBRY recently. Some posters on here suggested the results might help us understand how things might go with OCDO's retail arm. Will be interesting to see.

I did wonder that boyo, have regularly wondered about analyst views in the past as they often co-incide with chart related bits and pieces. Funny really. Anyway, for safety I'm currently out, have no idea which way the SP will go on out of hours news.

Spin, just look at this. I clipped it out of a 50min motivational vid. I'm sure you can find the whole thing if it interests you. But this message is important. I'm trying to tell people and of course they don't want to hear. As a result, I post less (it apparently annoys people who are not of a like mind) and almost no detail now on what I do). Interestingly, I was recently contacted and told to shut up and told if you're doing well, say less. That might have been random, but it might not.

https://screenrec.com/share/LTCJigQWIm

Sek, you're saying the market is wrong and you are right. But at the end of the day, you have to deal with the value the market ascribes to ENQ. This involves risk, I suspect that your research inadequately takes into account risk. Although I'm an ENQ fan and LTH (do I get a badge for that) I recognise that for the moment I'm wrong and for the last 2 years or maybe more, I've been wrong. Since I recognise that, I've been able to work around it so that I'm fine. But saying something should be one way, is great for discussion, it's great for confirmation bias'ers' but it ignores the market. The market is telling you that there is something else. I believe it's related to risk. I don't understand it (so don't go all detailed expecting an answer on that). It is what it is, we have to work with it.

If you're right (which I believe you are), over time those with investments will gain a good bit I hope. But don't ignore the risk.