Ocado Share Discussion Threads

[stutes] 27/5/2024 16:38

I'm benchmarking Ocsdo to the ups/downs of Kion Ag - a robotic warehousing turnkey firm.

No more rainbow promises- it's show me the money or go.

[stutes] 26/5/2024 21:18

If you read how Walmart is generating revenue from its customers database, I wonder why Ocado isn't tapping its database as well?

[gregpeck7] 24/5/2024 14:55

If shorters start to panic 500p in a flash

[jibba jabber] 24/5/2024 14:53

380 finish

[gregpeck7] 24/5/2024 14:37

Amazon incoming

[hjs] 24/5/2024 12:09

On 13th May JP Morgan lowered Ocado price to 350p and now it has raised it to 450p. These analysts are playing a game in my opinion. First lower it let their clients buy it at lower price and then raise the price target by a pound! I do not take any notice of analyst recommendations!
IMHO, Ocado will shoot up once volume picks up and a takeover rumors start. Watch this space.

[qantas] 24/5/2024 11:32

(Alliance News) - The following London-listed shares received analyst recommendations Friday morning and on Thursday:

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FTSE 100

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HSBC cuts Aviva to 'hold' - price target 525 pence

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Berenberg raises Aviva price target to 584 (572) pence - 'buy'

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Berenberg raises BT price target to 155 (135) pence - 'buy'

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JPMorgan raises Ocado price target to 450 (350) pence - 'neutral

[gregpeck7] 24/5/2024 11:07

JP Morgan raises price target

[qantas] 24/5/2024 07:55

M&S may be shooting itself in the foot?

Please do your own research as always and follow FCA guidelines.

[jibba jabber] 24/5/2024 07:19

ftse currently -75, great

[stutes] 24/5/2024 07:16

The ex-staff comments made need to be addressed by Group CEO.

[stutes] 23/5/2024 14:13

Time is clicking on Ocado and splitting the Group.

[1224saj] 22/5/2024 23:25

Ocado will cross the KPT's which in turn will release the payment from M&S. The ratio's are increasing daily with the number of products being added . M&S do not see themselves as obstructive to Ocado's continuing growth. Patience is a virtue, build and they will come.

[jg231] 22/5/2024 17:21

darrin1471 I have a short thesis but I don't have a position. The market around this stock is just too irrational. My thesis is that Ocado doesn't have a long term profitable business model for the reasons outlined in my previous posts. But people get very excited about it as a tech / AI stock, so it's going to take a volatile, random walk to zero.

[stutes] 22/5/2024 16:30

M&S remain convinced Ocado not entitled to final payment from M&S.

[kingston78] 22/5/2024 09:23

Ocado is primed for corporate activity. Someone will take it over for long term gain.

[stutes] 22/5/2024 09:16

I note M&S have flagged up Ocado's IT issue re last 3 miles (see below). I wonder if the same issue is partly the reason for Kroger closing the spokes?

Ocado Retail still operates on legacy technology for its website, last mile delivery and supply chain systems. It will be migrating to Ocado Technology’s much delayed ‘OSP’ solution over the course of the next 18 months, which is anticipated to offer customers increased convenience and greater personalisation, as well as long term operational efficiencies for the business.

[stutes] 22/5/2024 08:57

8% hike for M&S shareholders.
Ocado jv needs to show profit as well as revenue growth. The question for me , why is Ocado Retail still not selling the full M&S.grocery range?

[jibba jabber] 22/5/2024 08:12

What are thoughts short term? Maybe a push to 400 on the cards?

[jibba jabber] 22/5/2024 08:05

My HL account was showing Ocado as 367 at 8am

[gregpeck7] 22/5/2024 07:42

Big push coming on the back of m and s today. Ocado on fire.