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The whole market is falling. Ocado, being a tech share, is about risk and reward. It is more risky but the gains to be had are large. It could fall further but there could certainly be major upside.

Same central issue, just means a bit more legal cost. Ocado see no merit in the claim. Counterdamages could be gained. Nothing preventing them expanding currently. Lots of opportunity all around.

Tim has always had a clear strategy. He will have a plan regarding this. So far he has been very clear. Ocado have dismissed the claim totally and intend to fight it and possibly seek counterdamages.

Noone knows anything for certain. We all make judgements. I see lots of opportunity for upside given the current share price.

There's plenty of upside yet imo. Court case risk factored in now. New contract would give significant upside....

"They haven't completed any new deals since this legal case, if they are free to do so it would be great to see something go through that includes the so called infringed technology, to show they are not worried in any way and they have full confidence in the technology being their own to continue to trade upon."

Yes do8erman. There would be a big rally in the share price should the above happen.

The vast majority of patent dispute court cases are resolved out of court. If autostore are successful (which personally I very much doubt) then there would most likely be a financial compensation settlement Ocado reach with autostore. The market cap of Ocado has reduced by several billion as a result of this court case. So several billion GBP of risk is already factored in currently

Your article is stating Ocado have been ordered to stop selling their tech. It's clickbait journalism designed to draw the reader in.

Reality is within the article that they have been ordered by another company but of course as chilting has outlined this holds absolutely no weight. The courts are the only ones who can make any judgement.

Exactly. The court case has been judged to be completely without merit by Ocado. Should autostore win is an improbable "should" in my view.

Currently and for the next 2 years or so until the court case occurs Ocado are completely free to sell their technology.

If you read that article it's lain for all to see that Ocado have not been ordered to stop selling any of their technology.

Neil,

Do you accept your statements below are false or can you substantiate them?

"Let’s not forget Ocado have been ordered to stop selling the disputed technologies until legal proceedings have taken their course and the outcomes will determine the next steps"

"We know Ocado have been ordered to stop selling the technology."

"Let’s not forget Ocado have been ordered to stop selling the disputed technologies until legal proceedings have taken their course and the outcomes will determine the next steps"

Is false also. Autostore are seeking various things regarding their lawsuit. Ocado though have not been ordered to stop selling any of their technology.

"We know Ocado have been ordered to stop selling the technology."

Is a false statement.

The market has taken profits and marked Ocado down. It is still though hugely up this year and the share price is still at a very high level indicating the market sees more contracts to come.

The court process will run its course. I expect Ocado to successfully defend its patents.

Market conditions for online grocery are still the best they have ever been. Lots of opportunity for Ocado to thrive.

As outlined before multiple companies have undertaken extensive due diligence on Ocado's patents and operations and have chosen to become a customer of Ocado's solutions business. Kroger even bought 5% of Ocado.

I would expect Ocado to again demonstrate that it has full ownership over it's patents to new potential customers.

Fair question do8erman,

It's guesswork re this as we all won't know the actual answer. My take is that Kroger will have done due diligence on Ocado before forming their relationship and buying a 5% stake in Ocado. Aeon, Casino, Sobeys all will have looked over every detail of Ocado before becoming a partner to Ocado's online solutions.

There have been legal wrangles in the past with Ocado and autostore so the companies above would have looked at that. Ocado see no merit in the legal case against them. My view is that they will still be looking for new partners as before. Potential new partners will perform due diligence on Ocado as those have done before. New partners haven't come forth since the latest round of financing. I think this is mostly due to the huge ramping up of existing Ocado solutions partners operations which must be very demanding on Ocado. Thus far all seems to be going to plan on all the CFC developments being carried out around the globe - Japan, Canada, USA, Australia, France.

I believe the legal case risk to be fully priced in to Ocado's share price now.

It has drifted but now is at a reasonable level.

Hard to predict when next news will be but they have the finance to make things happen if they feel something is right.

Nasdaq rising currently. Should help firm up support for a rise in share price.

Neil, your story shifts daily. Don't have to be Columbo to see the true picture.

Good luck to those invested. Volatility is part of technology stock investing. There's been an enormous amount of it over the years. Current times are nothing like as confronting as the period when Ocado was the most shorted stock on the FTSE with no contracts forthcoming despite them promising one. The period of the warehouse fire was very dicey.

We can't foresee price moves or time everything correctly but we can make a judgement and have a strategy. For me it's a hold as it has been for the past 3 years.

Good luck to you too pokerchips. Lots of interesting points you've brought up.

Fair enough chilting.

Personally I see ripe conditions for Ocado's share price to rebuild from here. It's easily forgotten that it has still done fabulously well this year. Share price could drift but equally could rise. As we both have suggested, a new overseas contract could turn up any day.