Member Info for Valueplay

No new partners, key existing partners pausing commissioning further CFCs. Existing overcapacity at Ocado retail. Delayed CFC rollout at Coles, a year late.

Adds up to an obvious short - Happy to remain short. More to come ....

There's the odd break out to the upside here and there but the overall consistent trend over the last 2 years has been to the downside.

Lack of new partnerships being signed. Key existing partners pausing ordering further CFCs, overcapacity issues at Ocado retail etc.

All points to where the future value is re this share - short. More to come imo.

Good research Bayobach. Market seeing the issues within Ocado group more clearly hence further mark down re the share price.

Now back on the down. Easy money being on the short side of this share given the ongoing issues at Ocado group.

The smalltime effect, bubble pops lol

Long holders will continue to sell out at losses as OWLS has done. Just because anyone has profited by holding shares long in the past doesn't mean it will repeat in the future. The data on Ocado changed radically a couple of years ago as the huge flaws in Ocado group emerged. An immense shorting opportunity as of course long holders were sure to continue holding with blind loyalty to the share.

More profits ahead. Am remaining short.

Long hol

This share has been an obvious short for the last 2 years and continues to be. Lack of new contracts despite Ocado reimagined technology, overcapacity issues and lack of profitability at Ocado retail. Key existing partners pausing commissioning further Ocado technology etc etc.

The question more is why should the share rise? It should currently continue to fall as it has done.

Still good money to be made shorting Ocado. I remain short.

Vastly so yes. Am still to detect any excitement in the Ocado share market following today's CFC opening announcement following a year long delay...

Certainly been a lot more exciting over the last 2 years for myself than for those that have been long Ocado shares.

+200% return versus -200%

"excitement in the market" 1% up lol...

Some are too easily aroused...

Lol, I do know that opening previously contracted CFCs a year late won't excite the market.

The Australian CFCs were completed a year late. Very uninspiring to other potential partners around the globe.

Very happy to be short here..

Sales growth achieved yes, profits achieved no.

Share weakness ongoing. Very happy to remain short.

A slow trickle down currently. Costs ramping up, lack of new partnerships, key existing partners pausing commissioning further Ocado tech etc.

A straightforward short given the issues. More aggressive downside to come imo.

Given the issues at Ocado group even the staunchest long term holders are selling down. It's small-scale currently. The big sell off is yet to come.

"Ocado will be in sustainable profit next year no doubt about that"

There is huge doubt about that but ignore the negatives, keep adding, helps my short when you sell at a loss later on..

Given the issues at Ocado it continues to be an obvious short. Downtrend continues. More falls to come...

Yes Kroger has experienced digital growth but its digital sales have been underwhelming of late..

https://eu.cincinnati.com/story/money/2024/04/21/kroger-rethinking-its-digital-shopping-rollout-as-it-protects-profits/73327997007/

Kroger haven't ordered a new Ocado CFC in near 2 years. A huge negative dealt by Ocados biggest partner.