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Wouldn't Ocado Solutions be procluded from offering their services to other UK grocers re the terms of their Ocado retail/Marks Spencer JV?

https://www.esmmagazine.com/a-brands/ocado-named-uks-fastest-growing-brand-kantarwpp-study-110123

Yes, just ticking up nicely day after day as the worldwide online grocery market expands exponentially.

Because they foresee huge reorganisation costs ahead?

https://www.morningstar.co.uk/uk/news/AN_1601287156401743500/uk-retail-footfall-plunges-again-as-curfew-causes-high-street-exodus.aspx

Nasdaq rose 1.2% after UK close on Friday.

Ocado current market cap £21.09bill
Tesco current market cap £21.15bill

Should be bit of press coverage should Ocado overtake.

Major shorts have been reducing, as you have been outlining. It wasn't shorts driving last week's move. Huge retail job losses as predicted by the Next boss are amongst the issues pushing MKS down. Neil's sell off would have contributed to it though.

Pokerchips,

Cheers for the advice and input. You are a wise one.

Neil,

Rather than reply to Pokerchips points you throw out more abuse calling me a woman and a grim reaper. There is a pattern to this of course. Whenever your narrative is threatened or others disagree with you you then throw around "school boy tit-for-tat" rather than engage in serious debate. Serious debate is where you get found out so you prefer to distract. I have always said positive things about the Ocado/MKS joint venture. With the plummeting share price though it's right to discuss the flaws in the rest of the MKS business.

As norrab1 puts it your "understanding of fiscal matters are pathetic.". To distract from this you try to belittle anyone who questions you.

The constant chopping and changing of your narrative and price targets along with false information posted regarding the Ocado/MKS joint venture is rightly questioned.

Let's see if from now on you can discuss the issues for MKS here in depth at a key point in their history rather than name call all those who disagree with you. A mature approach would be more engaging for all.

Clear difference in the share prices over 3 years Pfen:

Ocado + 900%
Marks Spencer. - 66%

Ocado deal is a good one and is thriving. Problem is the non Ocado joint venture side of MKS. I've elaborated on those issues many times. Very large reorganization costs lie ahead. Permanent drops in footfall throughout a lot of MKS's store estate.

...... Says Neil (I sold Ocado shares for £5)

We will hear when the time is right. There will be many opportunities for new partners. Need to be very careful in picking the ones best suited to Ocado's ambitions

A reliable vaccine being given to the people is still a long time away. Retail has changed forever as I have outlined in other posts. MKS (excluding the Ocado JV) is very out of touch with this new landscape.

Respect your views. You are standing by them. Others here are recommending daily with "strong buy" posts, pushing false information on Ocado/MKS and posting big price targets whilst in reality selling down the stock.

Of course changing strategy can work, especially if you amend to a successful one

Since July 5 when we first discussed the comparison Ocado are up 40.5%, MKS are down 4.25%. Ongoing MKS underperformance that is being repeated again today...

Superb, "100% confidence" yet consistently changing your price targets lower and target dates further into the future.

Wouldn't surprise me if you sold your remaining 50% soon..

Neil,

Interesting that your price targets are lowering and the achievement dates on them are being pushed further out given you "believe in M&S 100%" (25 sept). Here's a selection of some of your recent targets:

21 sept - "I see £1.35 by mid November 2020."

15 sept - "M&S likely time be pushing £2 by Christmas this year!"

10 sept - "SP is cheap and we could be pushing 135 imo by November."

Now you've further changed your target to "I have targeted £135 for Christmas" (24 sept).

Won't be long before you change it again......

Neil,

Having sold half your MKS holding what's your new MKS price target? You have talked for the past few months incessantly about 150p for MKS in October, 200p by end of year etc etc....

You're so pleased you've sold half your MKS holding. Incredible to hear. What's your new price target having talked consistently for the past few months about 150p for MKS in October etc etc?

Ocado since start of July +42%, MKS -3%.

Very happy with my investment strategy.

More misogynistic abuse.

You "believe in M&S 100%". That's an absolute joke. We can see right through you....

So good you've sold 50% recently.....