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Karister,

The 2015 court case in Norway, autostore v Ocado received some press coverage (I believe autostore won that case). You said there could have also been an autostore v Ocado 2015 UK court case. Any ideas why that case, which you believe Ocado won, received no press coverage? Would have thought Ocado would love to mention that win to refute the current claim?

Cheers

Thanks Doofus. That's the sort of info I was looking for. Was trying to ascertain by buying into Saga shares what exposure to travel/ insurance sector comes with it.

RDH is a very astute businessman in my book. Think I will invest in Saga. Looks set to sail upwards from current lows

l, cheers

Anyone else willing to offer a guestimate of the current market value ascribed to the travel side and separately a guestimate of the current market value being ascribed to the insurance side of Saga. Sums need to add up to £256m

Cold, dispassionate viewpoints pls, thx

I know that. Which is why I was asking if anyone could make an informed guestimate based on today's overall market cap.

Not looking to be made happy. Looking to assess the level of exposure to a) insurance and b) travel within the Saga group.

Ok, thanks but not the cold hearted dispassionate view I was after.

It's a reasonable question. Given that the market currently ascribes a £256m value to Saga. Within that what does anyone dispassionately believe the current market cap value of the insurance and separately the travel side to currently be?

Thanks but any more realistic answers?

Could anyone tell me what the split of market value is re the holiday side of Saga and the insurance side? Total market cap is roughly £256m.

Many thanks Karister.

I believe autostore won that Norwegian court case?

Found info on that 2015 court case now, autostore sued Ocado

https://www.thetimes.co.uk/article/norwegians-accuse-ocado-of-copying-technology-kggfhk80qp0

Did they Karister? I was under the impression that Ocado took autostore to court in Norway and lost.

Thanks for any info.

WATETH you will..... lol

Spell check malfunctioning Oracle?

Just seems like others buying into Ocado's oversold share price. I can find no other substantial news. No new broker ratings etc. The demand seems very strong for Ocado shares currently.

Oracle's starting to malfunction.... lol

Don't you want to talk about Ocado Oracle? lol

Nice bounce up again today. Ocado has a very bright future irrespective of vaccine. Switch to online grocery worldwide will not reverse. Robotics far more efficient than human store pickers.

SP really motoring now, 2284p.....

Was contemplating buying into MKS then the vaccine news came. Very unexpected to all inc me. Share price has flown up. Obviously good news for MKS.

Yes, good to see todays share price move up. Still question marks over the vaccine. Trial details weren't released. Is it effective with older age groups? How long does it protect for? etc. Survey today said quarter of uk people wouldn't take a vaccine. It needs to be stored -80c so logistical issues there.

Pandemic will be with us for a while yet

Agreed chilting. A new overseas contract is the ace in the pack that really could be here soon. Has been a while. Always said the longer the pandemic drags on the better for Ocado as the worldwide online grocery market expands at a greater rate. So the opposite to that statement is very true. Vaccine will slow online grocery growth a bit. Worldwide market will get to the same endpoint of saturation but just take slightly longer to get there.

Online grocery isn't a fad. Ocado's investment in robotics and artificial intelligence are market leading and good moves. Company has been extremely well run this far.

Still long, more short term turbulence in the share price expected.