Member Info for waccybaccy

Aaaannd it's down again. :-D

I'm sure they do but you cannot rent virtual machines in them. They are solely internal BT datacentres.

It would be an excellent move. Just datacentres in general would be a good start. AI datacentres are another kettle of fish dominated by Nvidia's overpriced offering.

Aaaand there we go. :-)

Yes it will.

This is Ocado we are talking about. The financial equivalent of a magnificent man in his flying machine.

Damn that was hard to read! Copy and paste it into Chatgpt before posting here to make it more legible.

I agree that Ocado appears to be free money right now for anyone shorting it. The downward trend seems entirely predictable. Second most shorted stock on the FTSE!

Good job team TRT!

From this https://www.lse.co.uk/rns/OCDO/statement-regarding-new-international-partnership-97stcqfzrnsh25g.html

Ocado Group plc ("Ocado") has signed a partnership agreement with The Kroger Co. ("Kroger") under which Ocado's technology will be used in the US exclusively by Kroger for grocery and other food distribution related activities.

Ocado and Kroger have agreed to the following:

● Ocado believes Kroger to be the grocer best-positioned to win in US grocery and will discontinue discussions with other US-based retailers

● Kroger agrees to pay monthly exclusivity and consultancy fees which will offset in part the total fees that are expected to be agreed between the two parties

● An overall services agreement will be negotiated to provide for the drawdown of multiple CFCs across the US, on the basis of standard Ocado OSP terms

● Kroger will subscribe for up to 33,146,200 new ordinary shares in the capital of Ocado, equivalent to 5% of the existing issued share capital of Ocado, at a value of £183m.

Kroger and Ocado are already working to identify the first three sites in 2018 for development of new, automated warehouse facilities in the US, and will identify up to a total of 20 over the first three years of the agreement. In the event of a failure to commit to the target capacity, Kroger will pay compensation to Ocado.

In the longer term, Kroger will retain exclusivity in the US conditional on it meeting market share targets or ordering an agreed number of CFCs per annum.

Kroger needs to sh*t or get off the pot. Amazon awaits once/if they have got out the way.

You have some quality posts Sangijuelas1. Thanks for the links and summaries.

I don't have a problem with shorts and I think it's rather pointless to try and stop it. Shorts are mainly useful for tree-shaking but if you're investing in a company long term for solid reasons then shorts are no bother.

If it weren't for the shorts I might be considering selling, but it's nice that I can visit a website and see a clear reason contributing to the drop:

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

This is simply not possible. Valueplay told me Ocado was screwed.

Good luck with that PI_Winner. Did you see my post a few days ago about Valueplay showing his cards? He'll be gone when the price jumps up again.

Mental note: do not invite Valueplay to my birthday party.

I still read Valueplay's posts but as I have said recently, he has shown his cards and 2 of his posts in particular showed some factual problems. I wonder who or what is behind him as the posts he puts up are mostly speculation and recently a lot of repetition about Kroger. People on this board own bugger all shares in the grand scheme of things so it's strange that he posts in this way so much.

We know Kroger has withdrawn from some distribution sites that do not use Ocado tech. We know that. It serves no useful purpose repeating that fact apart from persuading board members to sell their shares.

Shorts are at a pretty flipping high rate, even for Ocado! These are the declared ones but there are probably many other smaller shorts too:

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

Unfortunately Valueplay, you've just accidentally shown your cards with the incorrect comment about Ocado having tech in the spokes. Ooops!

I used to take your comments as part of my daily diet of posts from both sides of the fence but with this comment and with a previous one where you mixed up EBITDA with profit forecasts, I am seriously questioning your motivations with what appears to be 100% negative posts.

Yet another post devoid of actual information. Blocked!

I agree with what you say however there is a silver lining if Kroger withdraw...

Amazon will almost certainly step into the fold. Possibly we are looking at a rocky road in the short term, but if Kroger "get off the pot" then finally we can have Amazon start buying in.