||EPS - Basic
||Market Cap (m)
|Food & Drug Retailers
Ocado Share Discussion Threads
Showing 9226 to 9247 of 9250 messages
|They didn't build them robots at Andover then bwakem with the 5G network or am I just imagining it ? Just a delivery company lol ?
Check out their new venture !|
|quokkatech - but they are just a delivery company with negative margins. It doesn't matter how advanced their sheds are.|
|I don't think that they were ever going to build the new warehouses at Andover and Erith without increasing their debt lol ?
They now have 2 sheds that are the most advanced on the planet, time to make them pay|
|As far as I can see.
debt £ 90M
So all in £200M of debt plus market cap of £1.7B
Full year profits £12M.
Very odd to be worth more than a pound?|
|The more they 'grow' the more money they lose. They can never break even.|
|Double digit growth quarter on quarter, how is this dreadful lol ?|
|The usual nonsense from OCDO this morning. All positive spin but the underlying numbers are dreadful again.
Cash down £9.7m in 3 months
Debt up £6.5m in 3 months
Net cash outflow £16.2m in 3 months
Why bother reading the small print in a bull market though? Just buy everything.|
|Also Amazon aren't interested!|
|The main shareholders are against it|
|maybe amazon should takeocer Ocado .|
|I overestimated how much the bulls could do. Very large volume where clearly sellers were more eager than buyers.|
|To add to the earlier excellent analysis of another set of financials... I note that the depreciation charge is up by only £900,000 to £61m, compared with fixed assets being up by £48m. Every other year the depreciation has been 14% plus, so using this % on the increased assets I reckon the EBITDA is arguably overstated by £7m|
|Monthly chart - traders paradise - not much you can do with it as an investor tho until it breaks out on positive news. Always a strange 'basket' case fundamentally lol - but great service and growing loyal fan base has an intrinsic value I guess. Cant help feeling they need more aggressive marketing (already pretty aggressive with intro offers) or to do another big 'basics' deal to tip the scales - if they don't someone like Amazon (relentless with the prime deal) which already has the warehouses & next day distribution may just come in and spoil things. Amazon don't do the fresh or frozen foods at the mo cos you need special refrigerated warehousing & transport, more dry foods/HH essentials, but if they start it could really upset the apple cart.|
|Not really, it has had a huge short book forever, and one which has been very profitable. The trade does require patience as potentially the price goes well above 300.|
|Hpcg - That's the thing though, there is quite an improvement in there on the growth side yet 16% of the stock is already on loan. Those two together pose a dangerous set up, for anyone thinking of going short IMO.|
|bwakem - cash versus debt first thing I look at in the results. Just as you observe, burning through it quicker than one could through twenties on a grate. As we know though pure growth investors prefer other metrics. Personally waiting for this move to run out of steam then back short again.|
|Bwakem, what are you on about?? This is a very improved set with a strong move in the right direction...And the market (which is bigger than you!) agrees!|
|Another dreadful set of numbers from OCDO this morning. Debt up £86.6m with cash up only £5.1m making a cash outflow of £81.5m in just 12 months.
Rights issue anyone?|
|Troubles ahead. I sold about 3 months ago. There will be new ventures but they are going to struggle against Amazon|
|Keep seeing Amazon Fresh in London. I think they are starting to eat Ocado's pie. Lots of people have Amazon Prime.|
|You can't beat this BB for sour bears lol, why o why haven't they gone bankrupt yet lol|
|LOL - wish I'd thought of that one.|