Ocado Share Discussion Threads

[dlewis1] 28/9/2023 10:48

Seems like a bashing before the bounce

[stutes] 28/9/2023 10:09

Is Ocado’s current share price tempting for a PE to launch a bid - breaking up retail from CFC/robotic units?

The potential of AI and robotics may encourage a bid for a firm like Ocado
- that is promising a better return has tax losses and a low share price?

[stutes] 28/9/2023 08:38

I recently read that a WPP employee was reported advising Sir M Sorrell to concentrate on S4Cap share price. I think the Board at Ocado Group should follow the same advice; sitting in HQ's Ivory Towers while shorters and one analyst create 30%+ drop shows, imho,a weak Board to stand up for shareholders.

[arja] 28/9/2023 07:58

I guess a bounce is likely today after the steep fall yesterday . So volatile recently !

[ny boy] 27/9/2023 16:54

AlanCapone22 Sep '23 - 17:22 - 1365 of 1371
0 0 1
NY Boy is clueless 😂😂😂

The chart has done exactly what I expected it to do 🔽🔽🔽

[qantas] 27/9/2023 15:56

arja Shorts creeping up 4.07%

[stutes] 27/9/2023 15:34

I look at Ocado as a firm very similar to Argos - it has better control of its stocks than the big supermarkets. Even Target is reported closing stores and warning of $500m additional provision to its theft provision.

The question now is the CEO the person to move the company to the next level?

[arja] 26/9/2023 16:32

amazing performance by OCDO today as nasdaq was tanking and had no effect on it - one never knows ! :)

[arja] 26/9/2023 09:49

what a struggle for tech stocks as nasdaq falls and bond yields rise in USA . But OCDO has had a nice bounce today and can surprise at times .

[arja] 25/9/2023 14:50

big paper loss if it was a day trade but more likely taking a position and will hold for medium term . nasdaq index in clear downtrend sadly and OCDO is regarded as a tach stock I guess - only fallen back a bit today .

[dlewis1] 25/9/2023 11:41

Meant 520k at 685

[dlewis1] 25/9/2023 11:40

2 685k buys at a price higher than the current buy price. Not sure what to make of that. share price also recovering well.

[alancapone] 22/9/2023 17:22

NY Boy is clueless

[arja] 22/9/2023 17:13

yes , banks looking a bit better lately but move like snails and never any good for quick trades as must pay SD unless using a CFD . have a good weekend qantas and enjoy the rugby wold cup if you like union !

[stutes] 22/9/2023 14:31

As Autostore orders/revenue increases how does Ocado gain from the use of their technology?

Let's see the Exane downgrade report so we can evaluate the guy's own work/assumptions.

[jg231] 22/9/2023 09:56

As I understand it, the terms of the settlement between AutoStore and Ocado do not include any other payments other than the £200m. If they did, I'm sure Ocado would have made a big noise about it.

The terms of the settlement are as follows:

AutoStore will pay £200 million (around $256 million) to Ocado in installments over the next two years1.
All of the patent litigation claims are being withdrawn globally1.
Ocado and AutoStore both agreed to a mutually beneficial global cross-license of each other’s pre-2020 patents1.
Both companies can continue to use and market all of their existing products without challenge1.
Under the terms of the agreement, Ocado retains exclusive rights to the Single Space Robot

[qantas] 22/9/2023 08:25

Good morning arja

Lloyds looking interesting



Please do your own research as always

[stutes] 21/9/2023 21:27

I wonder how much £ Autostore will pay Ocado in relation to the grocery robot patent for 2023/24 as their sales grow?

[arja] 21/9/2023 21:25

yes , US indices weakening because of higher bond yields with nasdaq hit hard . OCDO being a tech stock affected sadly .

[ny boy] 21/9/2023 19:38

Equity markets are rolling over, you can’t have higher interest rates and for longer and this higher indicies valuations, something has to give as countries enter into stagnation and recessions 🤦🏻‍♀️ ⬇️015;️⬇️

[stutes] 21/9/2023 16:23

Difference of 24 hrs trading line to a downgrade.Arm and Instacart down - the IBs won't be able sell anything for sometime

[dealy] 21/9/2023 15:35

US is even worse

[dlewis1] 21/9/2023 15:17

Think a lot of stop losses will get triggered and shorts will have a field day. Just waiting for this to settle before I grab myself a bargain