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Shaggers54, agreed.

Trojanhorse, both MKS and Ocado benefit from their tie up. It's the non Ocado retail JV side of MKS where I see major issues such as those which pokerchips is alluding to.

Shaggers54, exactly. I didn't bring up the comparison tho. Trying to delve deeper into pokerchips thoughtful, lengthy MKS analysis earlier.

Exactly Trojanhorse. So let's see if Neil can comment on pokerchips point to him earlier....

At the moment to MCAP is £1.9 Billion and the book NAV is £3.7 billion at end of year results....which of course makes it look as though it is really cheap

but... a lot of the asset values are booked under the value of the stores (property,plant and equipment and right to use assets) , and with the current retail slump and COVID slump ..the City is keeping an eye on the fact that the BOD might have to write down the book value of the stores ....something which the likes of Tesco etc did a while back...

Neil..I would welcome your thoughts on that...

Still avoiding pokerchips question? Need it explained?

Ocado has returned 750%+ in last 3 years. MKS profitable but not a profitable share to own, -60%

Again you sink into misogynistic abuse rather than talk in depth on MKS.

Pokerchips asked you a qu earlier....

You seem very flustered.

There could be an Ocado deal around the corner. It's a point chilting had pointed out repetitively too.

I'm not saying I'm right. Trying to promote in depth discussion on issues. But it is hard. Trash talk is easier for some.

Why didn't others buy into Ocado in March this year when the share was £10 - Madness.

All I am saying here is pokerchips has provided an in-depth analysis and yet again it is avoided. You prefer trash talk than to address issues.

To quote pokerchips who asked you...

"04 November 2020 - H1 results

"What are your thoughts on revenues, operating profit and Earnings ?"

I've never predicted £30 for Ocado. The comment you refer to was during a discussion as to what Ocado's share price might be at if the court case they are involved in was not happening. The share price was £29 before the court case.

Of course it's not the sort of analysis this board wants to discuss though.

Baseless talk of getting to 150p. Rejoining the FTSE 100 etc is far more popular.

You don't need to look at a trend line to understand what's happening at Ocado. Ocado have huge financial reserves available. Their existing customers look to be ramping up their demands on Ocado hugely. New partners will be near and taken on when capacity allows.

You took short term views on Ocado in July and are doing so again.

Patience here will repay.

Excellent analysis pokerchips. Good to read some balanced realism.

Personally I see a sizeable write down of store values coming. The market is certainly as you say wary of it as this share has flatlined for 3 months despite the MKS - Ocado retail partnership working at flat out maximum capacity.

You're looking short term. Always has been big daily/weekly/monthly fluctuations re Ocado's share price Patience over the longer term has and will be rewarded by Ocado time and again.

Ocado has delivered time and time again over the years. There have been periods of quiet, declining share price but that has been wiped away by progress before.

Conditions for Ocado are as good as ever. Online grocery expanding at its greatest rate ever and predicted to grow even quicker. Technology companies benefitting from ultra low interest rates now and in the predicted several years ahead.

Ocado rewards a patient investor. It's off its highs but it can easily get back to the lofty heights..

Ocado like other tech stocks can't escape negative market conditions. You will win sometimes Oracle. Please keep shorting..

Nasdaq is diving. Ocado linked up with that. Short term trends..

Big picture - more success to come

Pure hot air from oracle...

How so graking? It's all more business for Ocado. Yes it does hinder their capacity to take on new clients but expanding existing clients and the greater opportunities for Ocado that it presents I see as good news which will translate further down the line into greater profits. If there are extra costs in ramping up early you would expect the partners to pay partly for the quicker delivery.

Below gives an idea of the huge permanent change in focus to online grocery. Existing partners placing greater demand on Ocado's solutions.

https://www3.nhk.or.jp/nhkworld/en/news/20201022_35/

:o). Ocado is always open to periods of falls. It's a highly volatile share. Years of rises have shown though that those falls are usually a precursor to a rise around the corner....