Member Info for Yelsmek

Don’t worry about the Shorts, they got it wrong, they know they got it wrong and now they are closing at every opportunity losing millions. Take Discovery Capital Management for example this time 1 year ago 4.74% 15 Mar 2017, As of yesterday 1.23% with a large reduction of -0.26% on 1 Mar 2018, hence the SP moving up on a poor stock day. They don’t lose millions like they are for no reason. Forget some of the new positions, that is the high risk game there in. Boom time.

Technology offices in Spain’s Barcelona are obviously reaping rewards and doing well! Always were temporary but word is it’s opening new Technology offices/Centre in the city on a permanent basis. Hopefully a move towards another European deal. Got to need a lot of expertise setting up those CFC’s and build on the current Tech knowledge.

Rumour is Tim Has been invited to an invitation only US Retail consortium in the States for a special speech. This will be on the 27th January! I know Publix & at least 5 other US major Supermarkets are attending! Could be nothing, could be something!

Kroger and /or SuperValu?

Zedy - The short positions haven’t increased since the international news! In fact five shorters reduced their positions by 1.63 percent! It seems like a new shorter Altair Investment Management Limited has opened a new position with an 0.85 percentage point which shows a smaller decrease than expected. I’m seeing (even with the newbie) a reduced short positions now indicating 15.4 percent! You’ve got to go back over a year to see this level. If you take out the JOKER just joining the short game this would be showing 14.55 percent. It definitely moving in the right direction. Stand Easy!

In the new year apparently

Ocado has finally struck a long-awaited deal to supply its online grocery shopping and delivery technology to an international partner. The British company today said it would provide its Ocado Smart Platform to French supermarket chain Groupe Casino. Its technology includes an online interface, automated warehouses and delivery management software. Ocado’s chief executive Tim Steiner said: “We believe that the scalable, modular end-to-end solutions provided by the Ocado Smart Platform, will allow retailers such as Groupe Casino to build their online grocery offer in a way that is profitable and sustainable, creating value for customers, suppliers and shareholders.”

Obviously over the years Ocado has disappointed the shareholders with a slow outreach worldwide, but I can assure you the BNP Paribas double upgrade was not just coincidence! It wasn't even good timing with the "regional" that has signed, THEY KNOW SOMETHING! With the pound valued at an all time low and fierce retail ramp up in the US developing along with recent visits (all be it rumoured) from some HUGE US retailers, you can see from a mile away Ocado could not only sign some massive deals but more likely will just be purchased for the giants to use solely for themselves! Think about it ..... BNP Paribas upgrade (double) ..... THEY KNOW SOMETHING.

I'm still in, my gut feeling says it's going up for rest of this year! Long term to unpredictable in general!

Thanks for clearing that up! Back into the £3 + let's hope it can stay above that level for a sustained period.

Some big buys today --- one of them 1.68 million! Anyone know what they've heard?

Highlighted by Goldman Sachs as being a likely target for an acquisition! This could something or nothing with this share though, we've heard it all before 😏

Well at my local Tesco straight from bottom to eye level - double row introduced. This is going big this year. I've tried a bottle of the Red Leg Spiced Rum only and it's rhe smoothest Rum I've tasted!

Discovery for the first time I remember them reducing their short position. With Discovery & Jericho reducing I'm sensing some good news whispers.

I note a sharp U turn from Jericho in their short position on Ocado. Lowest position since 2015.

Maybe the recent UK success of this share is simply the the product themselves. the Red Leg rum getting described in the recent Rum Master 2017 results as "Classy" says a lot about the brand. Described as a "distiller doing something different by adding unusual ingredients like cardamom". I remember the first time I heard a person ask for a "Morgans Spiced" in a bar many years ago and to see that develop into the huge worldwide brand today, I can see Distil take their brands to a new level following the success seen in the last year in the UK. Could move fast this year!

I see the drive to develop is relentless with Ocado right at the front of the queue when it comes to progress. http://www.independent.co.uk/news/business/news/ocado-grocery-electric-vehicle-delivery-food-drink-air-pollution-residential-areas-a7610251.html

Your probably right Rocka! We live in hope -as we have to with Ocado, I feel this is going to be a good year, needs to be.

With some new impressive contracts awarded to the building division on some decent turnaround figures expected this year I see a big leap upward in this Share following the year end. Recently appointed "New Business Development Manager" must be paying dividends. Talking of Dividends let's hope a decent dividend can return following the recent success.

I've been invested now for some years, I note a turning point of slow growth which could quickly escalate based on one key factor that has been heavily invested (US & spiced Rum). If this is successful (with first indication to show end of March results) this could easily be 10p plus next year, if not back to slow growth. Either way no grim news - growth is growth - I predict above 2p in April.