Ocado Share Discussion Threads

[stutes] 12/10/2023 10:12

If Ocado and Autostore robotic units were to merge would the ip and customer base provide a better return for shareholders than both firms staying as separate identities?

[stutes] 12/10/2023 09:22

Why aren't cfcs in USA hitting K'ss targets? Ocado International needs to slow its rollout to hit deadlines and targets - Australia over budget and late, USA performance needs to be improved.
Better to take time and get it right than get it wrong. The CEO must take responsibility for the issues and Board should imho appoint a CEO with robotic expertise.

[stutes] 11/10/2023 19:46

CEO's interview with Bloomberg about Kroger- surely the meeting has happened and decisions made?

[dlewis1] 11/10/2023 15:43

Agree. Struggling to stay above 600 which is looking like resistance level now.

[arja] 11/10/2023 15:04

looking at chart , OCDO needs to hold above about 566 level or the short term downtrend is likely to continue . had a big move on tuesday and profit taking today presumably .

[ny boy] 11/10/2023 08:37

Onwards & upwards, seems very over sold but it won’t move up in a straight line imo

[stutes] 11/10/2023 08:24

In a report about Ocado’s share price weakness one reason given Iceland's recent deal with Amazon.
If Amazon is acting as a middleman for Iceland should Ocado do the same for other retailers?

[ny boy] 10/10/2023 12:22

Crumbs coming in 👌

[ny boy] 10/10/2023 08:19

£20M nice work if you can get it, let’s see if he can make us all some crumbs this quarter for starters.

[ny boy] 10/10/2023 08:17

Picked up a few @ 555 & 565p, let’s see how they perform this quarter.

[stutes] 09/10/2023 10:41

Is the CEO worth £20m? Is he UK's answer to Jeff Bezos or Tim Cook? There comes a time when the CEO has to match the results of Apple or Amazon or move over and let others finish the job.

[nakedmolerat] 09/10/2023 10:25

amazon have been in talks over takeover/online grocery/tech deals with Ocado since the moment it floated on the stock exchange

i always thought these rumours are just started to keep the share price up of a business that has consistently failed to make money and always gets the begging bowl out for more cash

[qantas] 09/10/2023 09:53

Waitrose in talks with Amazon over online grocery deal, says report
Story by Julia Kollewe •
16h



Please do your own research as always

[stutes] 09/10/2023 08:18

The report that CEO was set for talks with Kroger over cfc rollout- when will Ocado provide an update?

[stutes] 06/10/2023 14:37

Strong NFP figure shows more US job creation - Biden Administration helped by jobs coming back from Chinz due to China's stance on Ukraine, Philippines and Taiwan?
As for OcDo if more US citizens are in employment the better the possibility they will use Internet shopping?

[arja] 06/10/2023 13:41

bit dangerous to do that NY Boy before the US non farm payrolls came out 10 minutes ago . Figure was over 300,000 compared to 170,000 expected and US futures indices have fallen sharply plus cable , AUD etc . But OCDO holding up OK so far and good luck with it

[ny boy] 06/10/2023 10:43

Took a SB long @ 565p no idea when it’s going up but I am expecting a 20%+ ROI by end of year

[stutes] 05/10/2023 17:51

Ocado needs to act - move its listing and and strengthen the Board.

[stutes] 05/10/2023 15:38

The CEO recruits his team, from outside looking in, the retail and robotic units units have under performed. The heads of the units have left but the CEO needs to be accountable for the problems..

[stutes] 05/10/2023 09:19

Is Ocado paying for the bakery add-on? Is the hive more complex due the bakery addition? Why the variations without Coles paying for them?

[arja] 04/10/2023 16:47

weakened towards the close as seems to happen even though nasdaq index rising !

[stutes] 04/10/2023 15:53

The constant tapping of the City for more cash to fund more cfc needs to stop in mu opinion. It's time for Ocado to show the world robotic warehousing delivers and is profitable. 23 cfcs or 30 or even 150 need to be profitable and it's time to curb rollout to show the real returns.

[stutes] 04/10/2023 15:20

Is the CEO in USA to sign robot deals with non grocers? It's almost 3yrs since Ocado bought 2 robotic firms.

[stutes] 04/10/2023 13:34

Ocado CEO Still Believes Robots Can Make It the Tesla of Grocery

Why is the Australian CFC over 150% over budget?
Why isn't the Kroger picking time competitive?
I think the CEO needs to go and a new CEO with strong IT robotic expertise be appointed.