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Share price falls back. Market focussing again on the lack of new contracts, stalling existing contracts. Sky high development and borrowing costs ongoing..

Morgan Stanley cuts Ocado price target to 230 (235) pence - 'underweight'

Fall resumes driven by lack of contracts. Key existing clients continued pause on commissioning further Ocado CFCs. Sky high borrowing and development costs.

More of the same to come..

The same issues that have been driving the share downwards in 2024 will continue in 2025 as they are unresolved. They make the share an obvious short currently.

More profits ahead in 2025 for those who see the trend and want to capitalize on the flaws

Lol, the FTSE 100 is up as I type. Ocado an outlier to the downside, again...

Fall resumes driven by lack of contracts. Key existing clients continued pause on commissioning further Ocado CFCs. Sky high borrowing and development costs.

More of the same to come..

Better day for Ocado on Friday. Shares don't fall in straight lines. These blips occur periodically. Longer term there are more falls to come..

As everyone knows - Ocado again underperformed the major indices today.

Boyo, You were the one who compared the Ocado share price to indices lol

Continued lack of news corrodes the Ocado share price further...

Ocado shares falling roughly double the FTSE 250/FTSE100 today. Out of line with the wider market. Given the fundamental issues at Ocado it's another move lower that's very predictable.

Ongoing lack of new partners, key existing partners long pausing ordering further CFCs. Rightly the share price falls further.

More of the same tomorrow..

Overanalyzing there Boyo. Just need to identify the key factors moving this share, tune into them and position investments to maximize return on capital. The factors I have outlined have been obvious, are unresolved and have remained continual for years..

More downside upcoming..

The factors I mention have been a long term gnaw on the share price. The price doesn't fall in a straight line. The 3 factors have been central to the long term decline of the share price.

Given the ongoing nature of the 3 factors there is every reason for further decline in the share price..

The factors I mention have been gnawing away at the share price for years. They will continue to do so further. Straightforward short currently. That's where the value is.

Downtrend rightly continuing. Lack of new CFC partners. Key existing partners have a long-term pause on commissioning further CFCs. Ocado retail still posting losses.

Significantly the new CFC partners pipeline has dried up. Many key existing partners have a long term pause on commissioning further CFCs and Ocado retail are still posting losses. Financing and product development costs are sky high.

Given all that it's completely predictable that the share price has slumped.

Sky high financing and product development costs and your key online grocery solution - automated CFC fulfillment - isn't attracting new customers + key existing partners having a long term pause in ordering further CFCs is a huge problem..

Ocado remains a straightforward short currently..

Exactly One-click. The attraction of Ocados CFC model is waning. This has huge repercussions for the companies finances. New CFC customers aren't being signed up and key existing partners have extended pauses on further C,FC rollout...

On trend, moving lower. Obvious move given lack of new contracts, key existing partners halting further CFCs and Ocado retail still posting losses.

Back to 300...