Member Info for travesties

SavvyInvestor: hard to speculate on some of the matters you raise. Ocado may need big new partners/merger/takeover to survive if the cash situation looks precarious. WE are in a major credit tightening cycle with higher interest rate and a reversal of quantitative easing. This will be affecting business investment and government. My theor is that the shorts are waiting for the credit crunch (when even a rights issue cannot save the company). We've seen this before when shorts dig in for a very long time. Think Cineworld? Maybe Asos going that way too in the future?

Sadly the big short is still in place with 9 funds short with a total of 6.24%. Very precarious.

While it might be an unpopular opinion is still think there's a £1 downside potential, or perhaps more.

While the recent short term bubble might be heartening for those who bought in at much higher levels in the past, I'd recommend you zoom out on your share price graph and take a look at the relentless decline from the peak of £29.

We'll never see those prices again, my dears.

More interest rate tightening. Hawks winning. Bad for airlines in short term?

"don't try to catch a falling knife"

I'm still waiting for 350p

"A formerly strong balance sheet now has £533m net debt. That looks imposing compared to ASOS’s £448m market cap. An unmanageable debt pile is a likely culprit for why this stock still looks undervalued. I only need to look at Cineworld for a relevant cautionary tale. The shares went into a tailspin thanks to debt. I remember thinking the cinema operator’s stock looked cheap at 25p. Well, now it’s 0.5p. " --- Motley Fool.

Would possibly consider a tiny shareholding if they drop to 350p. It's a gamble!

INSATIABLE GREED: Since privatisation, shareholders in water companies have been paid £72bn in dividends, while bills have risen 40% in real terms. Tragic.

Surpised no one's going Short, short, short !

Do these water companies have a future? Is OFWAT obliged to rescue them?

Skier1: you have brilliantly exposed what's happening.

It's all sounding rather too high risk for my liking. Good luck boys!

Citigroup raises Lloyds Banking price target to 77 (74) pence - 'buy'

Goldman Sachs cuts Lloyds Banking price target to 77 (80) pence - 'buy'

JP Morgan - 42p (think this is where they might stick until spring 2024?)

Goldman Sachs cuts NatWest price target to 490 (520) pence - 'conviction buy list'. I'm not convinced.

Had these shares for a while thanks to a big investment in GSK. In our house we've stopped buying any of the top "brands" unless they are the cheapest. As budgets tighten with the calamity of rising mortgages and food inflation I expect many others will start to cut back. Yet Haleon has been quite resilient so far. I find it hard to think of this stock as a defensive play so I'm thinking of selling out, perhaps at 340p+. Am I missing something?

Can some of you investment experts offer reasons for buying a share with a net asset value of about 330p and no dividends? Am I misreading something? Do I need a new pair of glasses? Time to replace the trusty Amstrad?

There's going to be more and more pressure on margins. The great recession is also lengthening and deepening, which will cut appetite for investment risk, lowering sales and revenues. Higher interest rates may mean less M&A. Does Ocado have enough cash? Will the banks keep ploughing in loans? Will Ocado need another rights issue? ( A rights issue at a significantly lower share price). I think that's why the hedge funds are shorting the stock ( a very big short) and why they know they might close their positions at much lower levels (lower than the previous nadir of 340s?) I'm particularly concerned about private investors who might be tempted to average down at current levels, thinking they are missing a bargain, or chasing the elusive takeover bubble (7 day wonder!)

At the peak of Ocado takover rumour they hit 631p, with predictions of a bid at 800p, or 1550p, or higher. Today's low was 495p. That's the bursting of a speculative bubble.

HeresHopin: No need for misogynistic rudeness. Think you'll find I was spot on about the OCADO bubble, which has now burst.

If they hit £29 this year, I'll give you my hand in marriage, my dear!

If you look through BERENBERG's rose-tinted spectacles: 940p.

I'd stuff my handbag if they fall to 350p.

Is this the company that sells cheap clothese online? (and most of it gets sent back?)

Looks like the speculative bubble premium is now being unwound. I'd be cautious about coming in now above 430p.

Doom-mongers are looking at 375p. At any rate I think the shares will struggle to stay above £5 unless they release news of whopping big orders and a suddent transformation of their cashflow crunch. Bubble bath? More like a blood bath: a sea of red.