Member Info for Valueplay

Noone knows where it will be next week/month. South today could be north tomorrow...

28 Jan 2021 the SP was 2883p, I wonder if that’s it’s
trajectory?

Could fall to 1600, could rise to 2300. Noone knows.... Why the interest?

MKS could put a stop to that distribution centre if they wanted. They don't so the Ocado JV with MKS are proceeding to try to build there.

I have already posted that article on this board....

It's Ocado retail UK trying to build that distribution hub. If you think it's poor PR you should contact MKS. They are jointly responsible for it.

Just pointing out that innovation and Ocado group go hand in hand. It's not polite to ask people to stay away.

Best of luck all.

Ocado retail are growing ahead of the market. Innovations such as the below keep it ahead. It's part of the reason Marks paid a huge amount to partner with Ocado.

Send your query to Ocado investor relations if you are really interested in this issue. The information regarding this is not in the public domain as Ocado (similarly to other tech companies) does not publish the specifics of the contracts they sign with their partners.

I have no frustrations with my profits. Ocado have been run extraordinarily well to get to this point where they have large worldwide contracts. Ocado do not release the details of these contracts understandably.

You obviously do not see much value in Ocado's technology. The market does as it has assigned a huge multi billion £ value to Ocado. Ocado has extensive contracts around the world signed by those who have carried out extensive due diligence. Very large profits will flow in time from these CFCs. Also with Ocado's pioneering tech there are many, many opportunities for Ocado to branch out of online grocery tech.

Neil, you post lengthy spoutings daily over and over again with the same mantra here. You are not invested in Ocado and are not short Ocado. Ocado's success over the years has clearly irritated you.

There is a huge production line of CFCs that Ocado have opened and are under contract to open in the USA, Japan, Canada, Sweden, France, Australia. The earning potential as Ocado take a slice of each consumer sale ordered through a CFC is huge. The big profits will flow as the CFC infrastructure is opened to consumers.

If you see Ocado as just another home delivery service then you are ridiculing Ocado's partners such as Marks and Spencers who looked over Ocado with extensive due diligence and decided to pay £750m for half of Ocado retail's UK operations. That would be a ridiculous waste of money if Ocado was just another delivery service. It isn't though and Marks know that. They wanted to be onboard with the most profitable, efficient, tech driven online delivery service.

Ocado has already emerged. Contracts in 6 other countries. Those partners are utilizing Ocado's Ai also and have placed extra demand on Ocados tech during the pandemic.

It offers the most profitable solution for online grocery fulfillment. If anyone views Ocado as just another home delivery service then clearly they have done very little research on the company..

Nuri has been posting the same quotes re Ocado for years. In that time it's risen and risen.

You only hear from him on the dips and even then he hasn't the courage himself to declare he's taken out a short to benefit from his insight. He is just another one who would love to see Ocado fail because they have missed out on the 4 year 600% share price rise...

Agreed chilting, I was surprised though that 10 year USD treasury yields have fallen today..

https://www.marketwatch.com/investing/bond/tmubmusd10y?countrycode=bx

There's no loss for you shaggers54. Simply a question of how large your profit is. Market sentiment is against Ocado as OWLS outlines. Sentiment however changes over time. There have been so many steep falls and even steeper climbs for the Ocado share price over the years.

It looked extremely bleak after the CFC Andover fire for example yet here we are now with the share price far higher when at that time the market indicated selling was the correct move.

It's also a loss if for example someone sold at 500p. They would have lost (missed out on) a 300% upside.

Impossible to time these things to perfection. These prices currently could well turn out to be a great buying opportunity. None of us can be certain of that though. Also noone can tell for certain it will drop further.

It's simply my prediction of the vote on the issue at the AGM. Let's see if I am right...

The executive pay awards will be voted through.

Many, many shareholders of other companies can only dream of a 600%+ shareholder return over the last 4 years.

Shareholder rebellion?

It is just one advisory firm advising others to vote against Ocado's executive pay. Given Ocado's 600%+ shareholder return in 4 years I personally agree with the pay and incentives of current management.

Tim Steiner is Ocados most valuable asset and deserves to be well rewarded for the success he has developed and delivered at Ocado.

Possibly edtheeuph.

4 director buys too recently. Jorn Raisings being a very crucial and encouraging one. From memory it was a £16 mill or so buy after Februarys annual results at £19.72

He owns about 8% or so of the entire Ocado groups shares so encouraging to see him indicate his belief in the company by further buying.