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OCDO for me. 15th October we will look at this again. Using your quotes from today - 100p MKS v 2000p OCDO. Every prospect of a big rise for OCDO by then with multiple possible international deals on the horizon and increased investment from existing global partners. MKS unfortunately is an apple with a rotten core.

Agree with you chilting. The M&S Ocado partnership looks great currently and I'm sure will grow from launch impressively. The market has a positive view of the partnership and a fair amount of anticipated success is already built into M&S's share price. What isn't factored enough into the M&S share price though are the huge Covid behavioural changes which are, and will into the future, hit the rest of their business incredibly hard. Time will tell, let's set our alarms for 6 months time and revisit this.

That's about right. Stocks can swing wildly at the moment. The gamble could pay in short term. Long term though enormous problems. TM Lewin are closing all stores. Pret a manger just announced 1,000 job losses. Suits and sandwiches are one of M&S's core strengths. Working from home breaking old patterns of dress and lunch. For Ocado though it means that M&S will put even more focus than before into making their collaboration a success.

A lot of M&S's stores were in high footfall areas. That footfall looks now to be permanently lower. They specialise in city centre locations and convenience stores in office areas. Huge work from home shift will impact heavily. They will need Ocado more than ever going forward. They will also have to pay a very high price to buy out Ocado's half of the Ocado UK retail business, as they will surely do down the line. Ocado's the one to invest in.

True chilting. Must be more terrifying though for Asda and Sainsbury's. At least Tesco have an extremely competent online offering. Retailers around the world with poor online offerings will be drawn further to taking up the Ocado Solutions platform.

It's a good read however always bear in mind with that author, who has written about Ocado previously, that they are long OCDO shares so they would always write a buoyant article.

There will be future fundraising rounds to come for Ocado so I think they will want the share price to rise of the back of new market/deal progress. They need happy investors rather than disgruntled ones. Market is so ripe with opportunity now. Second waves coming, online grocery will get further imbedded as a consumer habit. Instacart a few weeks ago raised $250mill. The opportunity is now and now's the time to ramp up in every way to become a leader of this industry going forward as it grows exponentially.

Missed the results webcast today but doesn't seem to have been any new ocado related news in there. Kroger shares were down today on disappointing current guidance. Their sales are slipping back to lower levels from pandemic highs. Ocado drifted down a little too. Strong partners are better as they have more cash to splash. Kroger showed some weakness today. Still holding, believe there will be good news in the weeks to come.

https://services.choruscall.com/links/kr200618.html

Above is the link to the Kroger quarterly report webcast tomorrow. Starts at 3pm UK time. Should be worth a listen.

Will be interesting to see the language as to the positivity on their Ocado partnership. Possibility of expansion/ escalation of previous plans given rapidly growing online grocery market. Unclear exactly what the surprise extra fundraise is for, however Ocado management have proved themselves to have a laserlike focus on lucrative dealmaking and tech enhancement. They've overcome being the most shorted tech on the FTSE, a huge warehouse fire and a pandemic that must have tested them to the max. Still holding..

Is there special access for us as current ocado shareholders or is it open to any retail punter who joins primaryinvest?

Sounding like a Bond villain there modsto :o)

Had a quick read through of rns's but still not clear. Is the new placing open to us retail investors through the primary bid website? Or are all terms such as price, who can buy still to be released? Thxx

Agreed, I think we are heading more to a new normal than to the old normal compared to the general opinion on this issue at this moment. Interesting re the beta, thx for that info. Current government performance gives no confidence and Ocado will be showcasing their tech in one of world's worst hit Covid countries. They've shown they can overcome the issues virus presents. If there are future regional lockdowns the public will become very fearful and grocery shop more online than before

Yes, it thrives on negative Covid news as longer/more lockdowns the quicker the growth of the worldwide online grocery market. Personally I think there's more bad virus news to come.

I don't think there will be an RNS on this. This news came out at 4.11pm on Friday, so it accounts for the late day perk in OCDO share price. I believe it's 21 CFC's that Kroger are signed up for developing with Ocado, so far around 5 are confirmed I believe. So 3 new confirmed sites is good but expected news. The really good news would be if Kroger intimate that they intend to grow the Ocado relationship at a faster pace or beyond the initial deal.

I see Ocado as being in prime position in the crucial online grocery sector which is increasing exponentially in these times. Further growth and deals will come, and impress.

Best of luck. Looks primed for a rise up following recent slight turbulence

Yes, but some won't have access to a share dealing account. Google price great for a near accurate price. If anyone is thinking of investing then you need a share dealing account giving live share price accuracy.

Google is virtually live, a few seconds delay, LSE is 15 mins delayed

If you type "OCDO shares" into Google it provides a live price and graph as it's first hit