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No name calling here Neil. That's your trait. You sold Ocado for a pittance so it's clear to all here how wise an investor you are. It's tough to miss out on huge amounts of profits but when it happens you should learn from investing mistakes. Ocado is a mould beaker , not a traditional company. It has caught a lot of people out

Yes samsbolton. They are reinvesting completely and raising funds so they can be in the premier league of online grocery providers in 2025, 2030 etc. The leaders then will be very, very profitable indeed. Many more markets for Ocado to segway into also.

The share price wouldn't halve if Tim left.

You, the oracle, sold Ocado for the pittance of £5.5. Yet you try to advise others of the risks. It's the rewards you are blind to.

Lots of information in Ocado's RNS's. Dive in and investigate. Given you sold out of Ocado prematurely years ago it's unlikely you'll grasp the true value of Ocado though

Graking, could be. Never far from contract news with Ocado. They are on a roll. Huge amounts on their plate at the moment but could well be room for another contract soon...

Ocado have CFC contracts all around the world. Store pick contracts value is well below the CFC contracts. CFC's are why lots of the worlds biggest retailers buy into the Ocado model. It's the distinguishing trump card that makes it the most profitable solution for them.

Ocado have been rated best online supermarket by Which for last 2 years. They are a very high calibre operation that the world increasingly is buying into.

Neil,

"The key growth for Ocado is In countries with immature digital shopping and the US is such a country, together with Eastern Europe and parts of Asia, but it’s limited. "

Ocado already has large contracts in the USA, Japan, Canada, Australia, Sweden, France, Spain, UK. There will be enormous future growth as those contracts expand.

Many further country contracts are on the way. You sold your Ocado shares at £5.5 or so a share so you clearly haven't grasped the enormous potential of Ocado. We're talking just about online grocery so far. There is huge potential, which they are exploring currently, for their tech to expand to new market sectors.

Nuri123a,

Aviva are a good company making big stable profits. What chance though do they have of being the leading player in the world in their field of expertise? Ocado currently are the world grocery online delivery tech market leader and certainly have a great chance of remaining there in the future.

What chance have Aviva of breaking out of insurance and expanding profitably into other business areas? Ocado's already runs vertical farms, runs garden centre online operations etc. With their technology they could easily expand into countless opportunities in the future.

It is this huge potential that makes the share costly and pushes its value to eclipse other high profit producing companies in the FTSE100. Ocado is almost worth 2 x Aviva

Ocado retail makes a profit. They reinvest that into their technology to stay ahead of the competition. If Ocado stood still, focussed on profits and gave out dividends its tech would be overtaken quickly and it's valuation would plummet. If it can stay ahead of the competition though, have best in class technology and sign extremely lucrative 10 year+ contracts with more of the worlds biggest grocery retailers then the share price today is looking great value.

Ocado's major investors understand the above fully and recently snapped up the £1 bill fundraising. There is a huge prize waiting ahead....

It's not about profit now. It's about gaining market share of an online grocery market that is projected to be worth $143bill by 2025 (FMI + Nielsen). If Ocado's technology can still be market leading at that point the profits will be enormous.

Certainly. Slow and steady for now. Many have reevaluated the extent of their tech investments. With interest rates at ultra low levels and pledged to be so for some time I can see tech shares creeping up again. The sectors fundamentals haven't changed, it just got a little ahead of itself.

Nasdaq went up 3% after FTSE close on Friday. Seems SoftBank is still long on tech despite all the market volatility. Covid 19 daily positive cases jumped by near 50% today in the UK.

All these factors seem to point towards a positive day for Ocado tomorrow. We shall see...

This article does a good job of explaining. Seems SoftBank have gone very long in tech stocks via buying huge amounts of options. Despite recent stock market moves they remain long. See comments below the article for further explanation. Their huge investment has helped drive up tech stock prices

SoftBank sits on $4bn trading gains on Masayoshi Son’s US stock options bet - https://on.ft.com/3jPjzIG via @FT

Congrats wooddarr! Celebratory weekend for you.

Big rally underway in the US. Nasdaq over 3% up since FTSE close. Monday looking firmly positive....

Given you have taken to belittling Ocado employees, ie Proinvestor123. I think no one has time for you here. Ocado employees have created something very special and continue to do so in very demanding, hazardous times. We salute them on here and value any insights they may have

Ocado still 17% up over last 2 months. Rising off lows today. Looks like the storm may be abating letting some light in.

The Ocado story is only just beginning... Exceptionally led by management so far, gives great confidence for the future

If you are thinking of investing I would do it with the aim of a long hold in order to realise a gain. Short term moves are huge at the moment. If you have short term goals you could easily be panicked into selling at a loss. It's a very exciting time to be following Ocado as outlined in previous posts.

Feel free to ask any questions. Novice questions welcome. Majority of us are very friendly and willing to share/pass on info.

So hard to say, could easily be a big fall or rise. Ocado is just swaying with the overall tech market. Ocado's story and fundamentals are very much intact. See previous posts re what's driving Ocados rise.

It's a common term. As said above Ocado dropping in line with US tech futures. Tech stocks are more volatile. Gains to be had can be huge, as in Ocado's 700% rise in 3 years

Ocado drpping in line with US tech futures. Just seems a question of how far this correction will go. Still nothing specific to Ocado. Just a sectoral switch taking the froth off heady tech shares across the board.