Member Info for Stupmy

Value, for the purposes of the buybacks, I assume the broker cannot be an insider or is that not the case?

Yes, I did get that Sangi! Shame. We need more transparency, not a more uneven playing field. It's not like we're given a fair chance even now.

Sorry, forgot to say that I didn't see (or forgot) Molten Ventures and revolut. I'm a bit swamped trying to learn new tricks at the moment, but if I get time I'll check it out.

That's a shame. Having an overall figure is significantly less visibility than an anonymised list of participants. I don't see how that helps us as PI's.

The 0.5% cut off for declaration seems to be held in place. Be interesting to see how the data looks when this is enacted. Will we still get a breakdown of individual short positions or do they now get rolled into a single figure. I'm hoping we get the breakdown.

Makes sense in theory. The higher the price the less benefit in buying back the shares. But does it imply that whoever is tasked with (seems to be Merrill Lynch and BoA since August) believes that there is a reasonable chance the SP will fall back. I say this because these things are usually irrevocable, non-discretionary agreements with third party brokers authorised by the Board. So, if those brokers believed the SP was going to rocket, it seems unlikely they'd scale back the buybacks. Or is part of the agreement that shares will only be bought back below a certain price?

203/204 looks quite likely now. I'll consider buying more at that point.

I'm rewatching that interview and am thinking that Steiner is essentially saying we'll have to wait 5-10years to see a significant uptake of the bespoke automation solutions by smaller stores etc. I also get the impression that if you take out your personal bias and hopes for profits and bigger revenues, Steiner is really saying they've been behind the curve the whole time. It's always been 5-10 years in the future, it's always been based on hope. This latest push towards bespoke solutions is an extension of this. At some point they actually have to sell enough tech solutions to clients to make a profit. He's being positive about potential, and about future need for automation in a world where labour costs are increasing, but there's actually no solid evidence that OCDO have turned any corner. I'm not trying to be negative, I'm trying to understand that interview. Looks like it's more 'jam tomorrow' to me. Having said the SP moves nicely on hype and hope so, as stated over the last week or so, I have been buying.

Just bought a few at 216.58. speculative. Fingers crossed time now.

"We are likely to see an acceleration in rollouts starting in FY26 (Financial Year 2026). "

That sounds like hope rather than data driven. I actually felt you'd come closer to nailing it with this in your previous comment: ".................... that are bespoke to differing markets seems to be the evolution that has been coming forever......". I think that's a big part of the problem, OCDO seem to be behind the curve on this rather than in front of it. I think the market now nees evidence, rather than words.

That's interesting also the 220 level Ed, I'll bet it's connected with todays pricing, although I don't understand how. Funny, that you can now buy on the open market lower than the figure that those made redundant were guaranteed. Wonder how many will be buying? My guess is 'not very many'. When offered it, I imagine many took it or planned to take it, as the SP has fallen, I'll bet they're all too afraid to take the risk now.

There's one showing at 12:42 Ed, but I've had messages taken down for no obvious reason previously.

That's not what the market is saying Blue. Don't forget, if it's in the news, it's in the price. At the moment the price is not hinting at the market having good info that OCDO is about to release great news.

Good vid escorter, while watching it I had a couple of trains of thought. The first was that OCDO are considering the possibility/liklihood that they will gain less CFC contracts than they hoped for. The 2nd was that they're doing the right thing by aiming for smaller in store robotic solutions to reach a wider target clientelle. SP isn't looking too clever at the moment. Optimistically you could argue that we've been forming a massive bottoming pattern since Oct 2022 and that that pattern is maturing slowly but nicely. On a weekly chart the volume on price shows almost nothing below our current SP, suggesting that historically it has not found large amounts of sellers below here. The trend in price does remain down however with a new low on Sept 25th (week of) around 202/204 (from the weekly chart). I bought a small leveraged position today around 220 speculating that we are close to the bottom. The market gods laugh at our plans of course.

Those roles still need to be filled, even if the SH's are wiped out. Not sure what you're point is wrt SH's.

Run with your management's advice. So far, despite all the nonsense spoken here, they've told you accurately what's happening. Open your minds, forget conspiracies and just listen to what management are saying.

To be honest, you're both doing your best to contribute. Not a lot of point bickering. Save that for that the mindless. Or better still, filter them don't bicker with them.

Opportunities for HBR/ENQ? Gentle prod to the UK government that things are not so rosy with respect to our 'windfall profits'? Not good for petrofac, but I can't help wondering whether it will provide opportunity one way or another for those still standing

That is interesting, Thanks Cas

Not sure how much overlap there will be between Amazon and OCDO, but I'm guessing there might be a lot. You could view that as potentially seeing Amazon as a buyout partner. Or you could also argue that they might be competition for OCDO, maybe that explains the drop in OCDO share price?

At least of some potential interest. https://www.youtube.com/watch?v=rK4qTg6LmWU