Member Info for Valueplay

Very interesting. Above 0.5% short positions require public notifications. 0.1% to 0.5% short positions require private notifications.

https://www.fca.org.uk/markets/short-selling/notification-and-disclosure-net-short-positions

I would think the majority of your list have closed their positions. The plethora of deals signed by Ocado have sent the share price rocketing forcing huge losses on these old shorts.

However many will still be open. It's a good point and something useful to be aware of. Finding out more though seems impossible given they are private declarations.

Shorts down to 1.17% now. Reduction last Thursday. Still possible there was a reduction on Friday as I think there's a time a time lag on the site reporting shorts.

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

Enjoy the beers! Fantastic day for OCDO.

https://www.sharecast.com/news/risers-and-fallers/ftse-100-movers-rolls-royce-retreats-again-ocado-rallies--7523837.html

"Ocado was the standout gainer following an upbeat note from Berenberg, which hosted a "virtual fireside chat" with the company’s chief executive and founder Tim Steiner on Thursday, with more than 300 investors in attendance.

"The CEO was very confident about the company’s capacity to sign more deals following the Covid-19-driven surge in online grocery demand, while a new robot manufacturing deal could increase the value of each deal," it said.

"A key pushback from investors has concerned Ocado’s capacity to take on new deals. The CEO reassured investors who took part in our fireside chat that Ocado has the physical capability to take on new deals and accelerate existing deals in the event of increased demand from grocers internationally.

"With demand for their robots increasing, the group is now partnering with larger manufacturers (companies that manufacture for GE and HP); this will not only improve Ocado’s ability to accelerate its international expansion, but we believe that Ocado will benefit from scale efficiencies of these manufacturers, that it can reduce the capex requirement and therefore increase the present value of each facility."

OWLS refers to taking profits too early. So easy to see a nice rise and bank it rather than riding the wave onwards. If you tinker with trades then stamp duty adds up and emotion bites you. On any given day Ocado could easily rise or fall 5% . It has a very wide range of analyst valuations. Key is to find great companies, research them thoroughly and stick by them. When there are falls the research pays off as you know there's a good story within the company so you can ride the waves.

There's lots of strategies out there. Buy and hold has worked handsomely for Ocado over the years. I'm still holding, good luck to all. Ocado - cutting edge in a crucial retail battleground.

Not a critical day. Simply hold. There is a lot further upside to go but if you worry about daily movements you'll bail out early. Think about the big picture not the single brush stroke.

Amazon are closing their Pantry service in the UK on June 30. Still selling some of the items through their main Amazon website. It's a scaling down of their current grocery offer though:

https://www.gizmodo.co.uk/2020/05/uk-amazon-pantry-closing/

Seems the service is closing at the same time in Spain and Italy too.

https://www.genbeta.com/actualidad/amazon-pantry-dice-adios-espana-30-junio-sus-productos-vendidos-llegaran-a-amazon

https://www.smartworld.it/internet/amazon-pantry-chiude.html

Very interesting to plot how Amazon are going to try to fulfill their publicly voiced strong ambition to be a leader in global groceries...

What's their next move? Above news good for Ocado I feel, shows they are having a hard time delivering the complexities of online grocery.

Yes. The need and huge increase is now in online grocery. Retailers around the world looking for a profitable, tested, industry leading solution to a big thorn in their side. A partnership with Ocado removes that thorn and turn it to the retailers advantage

Absolutely. Such a flurry of contract activity around the world in the online grocery sector which is great news. The bigger the cake, the bigger Ocado's slice.

Many analysts prepandemic were questioning whether online grocery has a future. That view has-been consigned to the museum now.

They wouldn't want to share but they'd have an interest in running and supplying multiple grocery retailers. Essentially running the profitable back end systems then the grocers put their brand on it. They already supply cloud computing to all. They've said they'd licence out their cashier free store payment tech going forward for a fee, to grocers. If the price is there and they retain ownership of the tech I could see them sharing. With the cutting edge tech would come high fees to retailers of course. Something Kroger and co would be v wary of.

Cheers for both your thoughts. Wouldn't the takeover panel block an Amazon takeover though? They almost stopped Amazon's investment in deliveroo. Kroger would for sure resist, and possibly counter as it's already a 5% stakeholder. Online grocery adoption has been progressed by at least a few years by the pandemic. Leaves others needing to urgently upgrade their online grocery offering. Ocado's systems must be in incredible demand right now with retailers offering more lucrative contracts to secure a contract with Ocado.

New article re the profitable methods of online grocery shopping below on the esteemed Forbes site.

https://www.forbes.com/sites/jeanmarcfrancois/2020/05/20/the-future-of-a-profitable-online-grocery-service-is-here/

Super interesting passage from article below. Interested in any thoughts from all on it. Always interesting to explore counter arguments to an investment case. Personally I think assumption that Amazon is always right isn't necessarily true. They have been behind in online grocery and Ocado are still ahead of them. They bought stores partly so they can use and profit from their profitable patented walk in, walk out cashier less shopping technology. Ocado have shown you can deliver fresh products to individual households from large distant facilities. To do this profitably though you need cutting edge tech that brings down overall costs and makes the model profitable, and more so as it scales up over time. Huge range of products and consistent customer delivery experience with high customer service level are key to Ocado's strength. Aspects that are very hard to deliver from stores.

"I am consciously leaving out the option of large centralized distribution centers that would service large populated urban centers. I believe this option was effectively ruled out by Amazon’s purchase of Whole Foods in 2017. Why would the leading retailer, with the best supply chain capabilities, buy a chain of physical stores? Simply because they learned all too well about the challenges of trying to deliver fresh products to individual households from large distant facilities."

Very interesting. Onwards and further upwards...

http://www.koreaherald.com/view.php?ud=20200521000844

Buy and hold . Upwards she sails....

Online food in great demand. Further industry consolidation can't be far away...

I think this has had a hand in Ocados rise today. Consolidation within the sector..

https://www.cnbc.com/2020/05/12/grubhub-stock-halted-after-report-uber-is-eyeing-a-takeover.html

BERENBERG RAISES OCADO PRICE TARGET TO 2225 (1725) PENCE - 'BUY'

Lots of momentum behind this share..

Cheers re that info nomlungo.

Below article I found very interesting. It really seems that Ocado are in a sweet spot at the moment. So much opportunity for them and they have best in class solutions to provide to grocery retailers worldwide.

https://techwireasia.com/2020/05/why-robotics-firms-stocks-are-looking-bullish-right-now/

"Normal" has permanently changed. Online grocery demand much bigger now and in the future worldwide. Who wants to go to a supermarket and pick up goods others have touched? Other virus carriers walking around the supermarket etc. It's far less appealing and this pandemic is with us for a year or more to come. After that shopping mentality will have permanently altered

Yes, clearly he is skilled in supermarket analysis and other areas but Ocado is a very different sort of company that has morphed away from food retail