Member Info for Yorek

Https://www.thetimes.com/business/companies-markets/article/our-writers-share-tips-2026-how-they-did-2025-rj6gkp525

Possible similarities to Treatt, where one company has built up enough shares to block the bid of another, with no intention to bid themselves …..

“shares in ocado were rising strongly in london on wednesday after data from nielseniq showed that the online retailer led the pack in grocery retail growth over the past three months.

ocado, which holds just a 1.9% share of the uk grocery market, was the fastest-growing retailer in terms of year-on-year sales growth over the 12 weeks to 29 november.”

https://www.**********.com/articles/ocado-named-fastest-growing-grocery-retailer-in-christmas-run-up-35767a0

The Coles relationship may be helped by Alex Freudmann, the MD of Food for M&S, being ex-Coles……

Https://www.heraldscotland.com/news/25683834.green-light-hundreds-homes-student-flats-city/

For anyone interested in what Brittain Ladd has to say, he has said the following this afternoon on LinkedIn. Worth noting the last bit:

“Let me clarify a few things that I've been able to confirm:

Kroger is paying Ocado a one-time $350M fee to close three robotic warehouses (MD, WI, FL) and cancel a planned Charlotte site, shifting strategy to fulfillment from stores. The partnership continues with five remaining sites, including a Phoenix location opening soon. 

Key news as of December 6, 2025:

Payout: Ocado will receive $350M from Kroger, largely offsetting future fee losses (est. $50M reduction in 2026 revenue).

Closures: Three existing Customer Fulfillment Centers (CFCs) in Frederick (MD), Pleasant Prairie (WI), and Groveland (FL) will close in January 2026.

Cancellations: Kroger has scrapped plans for a Charlotte, NC facility (due 2026).

Ongoing Partnership: The deal remains active for five remaining sites, with Phoenix expected to open in 2026. Note: The next CEO of Kroger may choose to cancel the project or end the relationship completely with Ocado.

Strategic Shift: Kroger is pivoting from Ocado's robotic warehouses to using its existing store network for some online order fulfillment. However, Kroger is testing Ocado's store-based MFC system. If the next CEO of Kroger likes the results, it's possible that they will open MFCs from Ocado.”

The ***** and use if the word r*tard in your post says it all Bigjock36. How disappointing.

Have a feeling that Brittain Ladd is somewhat better connected than anyone on this board, so worth at least listening to in my opinion. If you choose to dismiss the information, that’s up to you.

The value here is in the technology not necessarily the retail partnerships, but that’s just my humble opinion…..

I believe this rise is at least partly due to a post on LinkedIn yesterday by Brittain Ladd, part of which said as follows:

“Note: I believe Amazon may acquire the Ocado Group. They can do everything AutoStore can and much more. Ocado won’t turn down an acquisition offer from Amazon”

Take a look. He is very influential.

Worth a read:

https://www.ii.co.uk/analysis-commentary/stockwatch-two-oversold-shares-or-warning-sign-ii537359

“Online remained the fastest-growing channel, with spending on home delivery up 11%. That helped Ocado achieve its highest-ever market share at 2.1%, after posting 15.9% sales growth, its strongest rate in more than four years.”

https://www.retailgazette.co.uk/blog/2025/11/tesco-and-lidl-pull-ahead-as-ocado-hits-record-share/?utm_source=Retail+Gazette+Subscribers+2024&utm_campaign=7748d31978-EMAIL_CAMPAIGN_2025_11_11_09_30&utm_medium=email&utm_term=0_-7748d31978-61421464

Yes thanks, I read the August news when it was new. I couldn’t find any fresh news relating to today.

I’m wondering if the Bloomberg piece resurrected the August news to pad out any reporting on WPP today, relating to sector consolidation etc.

Really? Can only find August references to this. Do you have a link please?

Lord Lee sold out, but Natara now mentions takeover offer:

“Natara reserves the right (with the consent of the Panel, if required), and while the Cooperation Agreement is continuing, subject to the terms of the Cooperation Agreement, to implement the Acquisition by way of a Takeover Offer.”

Assuming Dohler would be well positioned to insert a Director on the Treatt board, as I can’t see the incumbents surviving this, if the Natara effort fails …

Even after results, I read a fair value of circa £3.40, so I don’t see a low ball being acceptable.

Is there a part of Treatt that Dohler wants….which they could trade for a vote in favour of Nataras plan?

Who knows…..

Dohler now over 22%. They’re happy to take shares at any price it seems.

Will they go to 25% to block the bid themselves….or 30% and bid ….

Whatever, I feel like it underpins that this is undervalued, it’s just how long it will take to turn. Near term bidding or long term recovery.

Just my opinion

It’s worth looking at what Cape Wrath have said in their August fact sheet about the bid (commentary section at the top of the sheet):

https://dowgatewealth.co.uk/svs-dowgate-cape-wrath-focus-fund-factsheets-commentary/

Https://www.scottishconstructionnow.com/articles/developer-sues-kingspan-over-retrofit-costs-linked-to-grenfell-tower

Https://www.ainvest.com/news/s4-capital-strategic-merger-prospects-valuation-catalysts-deep-dive-ai-driven-marketing-consolidation-2508/