Ocado Share Discussion Threads

[stutes] 04/10/2023 12:44

The Times recently reported 2 IBs had been appointed re a bid for Ocado- however, so far no bi.

The question for me is how can grocers in USA catch up with say Kroger and reduce their cost of internet sales quickly? The facts show internet sales are growing at the expense of physical store sales.

Is it time for Ocado to seize the moment and put itself up for sale?

[stutes] 03/10/2023 16:15

It's time to dump London listing and to switch to US listing- why waste time on a market thst follows US market rather than be part of the market that leads?
Brexit, Conservative Government, weak leadership all provide good reasons to switch.

[arja] 03/10/2023 14:30

looking at the chart , this 560 level seems to be a support area going back to april 2023 . Hope it holds or might see 500 support level in due course

[stutes] 03/10/2023 12:35

The Kroger/Albertson merger is with FTC and it looks as if more divestment is needed to get the deal approved. In the meantime Kroger's CFC deal with Ocado could be affected by the mergar/divestment? Kroger is hopeful deal will close in January- some say it's too optimistic re FTC.
If K stalls the rollout why should Ocado have to pay increase cost prior to the CFC generating income?

[dlewis1] 03/10/2023 11:50

Share price seems to be on a downward trend. Treat technology no doubt.

[stutes] 03/10/2023 11:40

Should Autostore and Softbank consider buying Ocado for the patents and offloading retail unit to M&S?

I'm reminded how BMW bought Rover to gain access to Land technology.

[stutes] 02/10/2023 10:25

BBC News - John Lewis boss Dame Sharon White to step down next year


Ocado’s CEO needs to deliver or go .The business comes before egos or reputations.

[qantas] 02/10/2023 10:20

Please do your own research as always.

[stutes] 02/10/2023 09:04

M&S is reported to be making the last tranche payment to buy 50% Ocado Retail. The report suggests Ocado will receive less than the original price.

The head of Retail left the business yet the CEO must also face questions on the shortfall. The ASRS deals need to be done at the right price ' Ocado flagged deals by 2023 financial year - the CEO needs to hit his own deadlines.

I hold the view founding directors rarely take the business to the next level. The question is, the CEO a Steve z Job (Apple inc) or should he replaced?

[stutes] 01/10/2023 18:05

Today retail bosses have written to Government asking for a stronger response to aggressive customers and high incidence of theft.

Ocado's business model means it is less exposed to such things.

[stutes] 01/10/2023 16:58

Proactive shareholder website referred to Ocado signing ASRS deal in '23 Financial Yr:

'The Barclays analysts and their City colleagues were told by Ocado that it is expecting to launch its automated storage and retrieval technology (ASRS) venture imminently and sign a “first deal with a non-grocery partner” for ASRS in the 2023 financial year, with first revenue booked in 2025, while management also expect “orders for new capacity to increase” this year too.'

It's time for Ocado to develop this new cash stream and to show the robotic buys were a good investment for Ocado and shareholders.

[stutes] 28/9/2023 13:10

News programme last night showed a retailer complaining about lack of enforcement of the law when it comes to thieving from shops. It seems retail ers facing high number of thieving.

Companies like Argos and Ocado shouldn't face such high levels of thieving?

[arja] 28/9/2023 11:18

sadly it has not transpired and slipping again with every mini rally sold into as shorts do their business .

[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.