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Ocado will continue to outperform MKS as the covid picture worsens. Since start July Ocado +21%, MKS -5%

New contracts for Ocado you would think are near to being signed..

They are still not rating Ocado highly but their price target is increasing..

CREDIT SUISSE RAISES OCADO PRICE TARGET TO 1,335 (1,088) PENCE - 'UNDERPERFORM'

Keep on shorting Ocado please. I need to make more ££

:o) Share price doing nicely now. Covid lockdowns increasing worldwide. Conditions that create further opportunity for Ocado.

So many shorters have been blown away in the last 3 years. Oracle you'll just be added to the burnt heap.

There are some price differences. Some more expensive, some cheaper. This was the case when Waitrose was with Ocado. There is no total mark up across all products. It's a non issue

https://www.grocerydive.com/news/ocado-acquires-stake-in-robotics-startup-focused-on-click-and-collect-tech/587172/

https://www.techradar.com/news/how-ocado-is-shaping-the-future-of-online-groceries

The market is currently speculating on the merits of the upcoming trading update. It isn't optimistic.

No gloating Gio, current covid conditions are very harsh for business. Structural weaknesses in companies are being exploited. Hope for you it bounces back but I can't see it.

That's a big "if" Ian....

Ocado has done a lot for MKS. Without the Ocado partnership MKS shares would be greatly lower than they are now.

Will the shorts close though? Why would they? They are doing very well this far..

MKS is mired in deep problems. The issues don't get discussed on this board. I've tried to discuss them but just had name calling etc. There's persistent hope on the board but the realities are not understood. 92p could be longed for soon.

Over 90% of Ocado's value is derived from its technology and its overseas online grocery solution contracts. Ocado is far more sheltered from a disorderly Brexit than most. Mainstream UK retailers/grocers are very exposed....

I'm happy you are short Oracle. When you unwind your position it will propel my investment further upwards...

Nice rise. Again shows big RNS announcements aren't needed for a big lift to the share price. Covid worsening around the world further embeds online grocery as the shopping method of choice. Bigger world online grocery market means a bigger slice of it for Ocado.

No, it's a minor issue, they will find a new depot location

Yes, legal case aside these are great market conditions for Ocado thrive currently. Certainly could be a big rise up around the corner.

Oracle, your weather forecasts are very gloomy, blue skies for Ocado.. Storm has passed..

Interesting that Polar Asset Management have reduced their short leaving no major shorts now on Ocado shares.

https://shorttracker.co.uk/company/GB00B3MBS747/

They obviously believe there is less shorting opportunity for them now. Good that no other major shorts have opened. Should be a stable rebuilding phase for the share price now..