Member Info for waccybaccy

It is concerning, but Kroger have recently emphasised their commitment to e-commerce and I assume that means to include Ocado.

You have over 1000 posts. How do you not realise that share price has no correlation whatsoever on how correctly a company is valued?

Incorrect... they point to little EBITDA but not necessarily little profit. The closure of Hatfield and opening of the better-placed and more efficient Luton CFC will certainly help profit. We also do not know what Kroger's next move is, nor if other vendors will sign up like the pharmaceutical one did at the end of last year. Saudi Arabia has potential too - they are chucking money into anything AI/robotics related.

As ever, this is a sentiment-based stock. Only a separation of Ocado Retail from Solutions will give a short term unsynergistic dramatic rise in share price.

And while I'm here, my increase in filtering of new users has reached an all time high with all the bot-like pumping posts with no useful information.

Why is the AI market leading? Because they can tell that if a customer bought eggs last week they'll buy them next week? INCREDIBLE!!!

He has a hell of a nerve asking for more salary when the M&S payment rubbish is going on. He needs to actually show some leadership (i.e. get the payment issue resolved) before asking for a better salary.

Parcels and mail sorting is already massively automated and I sincerely doubt they could do much better.

I'm certain you're right SFH300. Also perhaps for safety too.

Nice video, however they could definitely speed up the robot arm!

It's interesting to watch the strengthening of trade unions in the US in parallel with automation increasing.

Yes, it's worth noting that Ocado and M&S have had public issues in the past and resolved them. e.g. when M&S and Ocado first joined up Ocado was meant to stock entirely (mostly?) M&S produce but Ocado only took it up to 60% and M&S was pretty unhappy with that IIRC.

Well, today that figure is 90% and the problem is largely resolved.

In my mind, it was absolutely oversold after the M&S news. That coupled with the 44% increase in revenue shows to me that the share at least has potential and IMO the benefits outweigh the risks in the short term.

I think it is all the more impressive that Solutions managed 44% revenue last year against a backdrop of Kroger stagnation.

The forecast for Solutions' 2024 revenue growth in the recent annual report was "15-20%" which is a little disappointing but maybe they are being pessimistic, expecting a massive share price boost if extra orders come in?

The future is certainly exciting with the Saudis signed up.

I gave him an upvote for actually doing research. I know. On this board that is tantamount to treason!

Everyone knows technical analysis has no place with stocks, especially Ocado, and I myself use tea leaves to make my trading decisions due to their superior reliability.

Probably not, but it was a savvy move by Kroger. When does the exclusivity deal end?

At that point Amazon could finally have a crack at Ocado.

> Increased digitally engaged households by 18% and 12bn dollars in revenue

That is gold for Ocado.

It'll go up.

It'll go down.

It's Ocado.

No point hyperactively posting every time the price moves unless it's moving more than 10% IMO.

"just need to time the re-entry"... you have just described how to make money on the stock market. Well done.

Ocado has great potential given wage growth. Well, actually wage growth has been minimal, but when/if wages grow then the automated approach that Ocado takes significantly beats Amazon with their army of humans working on minimum wage.

Repeat after me: "Ocado is a sentiment driven stock and has only registered profit in 3 of its 23 years of existence".

Wow! What insight! What genius! Thank you so much for your post.