Think you'll have a job convincing Stutes of that one!!! Seriously distressed!! |
Better days already happening now. |
In getting rid off the the weak links - would we see a positive upgrade? My thoughts - YES WE WOULD. 20 yrs+ with a mixed track record- time to close one chapter and move on to better days. |
It doesn't matter my entry price, what matters is getting rid of the lameducks who have shown consistent aptitude for messing up.
If cfc were to spun off or sold - would Maersk buy them? |
And yet again the short interest has reduced even further without a single declaration or adjustment made to short exposure notifications.
No one could convince me that the share price is not manipulated to allow these closures.
How much more will we see closed out prior to Ocado update which by the way we all know is going to me outstandingly great... Because we have essentially already been told.
Keep an eye. Today 05-02-2025 declared short positions of 4.66%
By the 27th Feb (Full year results day) what do we expect it to be? |
 JG231:
"Ocado hasn’t shown long-term viability" – Wrong. Ocado has been investing in cutting-edge automation and AI-driven logistics, making it a global leader in online grocery fulfilment. The Financial Times reported that its technology business grew revenues by 44% in 2023, with a £330m pipeline of committed future fees. Hardly a business on the ropes.
"If the CEO thought NASDAQ would deliver upside, it would have happened by now" – This assumes that every smart business move happens instantly. Ocado is positioning itself carefully, and a NASDAQ listing remains a strategic option. It’s worth noting that UK markets have consistently undervalued tech-heavy firms, while U.S. investors reward growth-driven companies. The fact that ARM Holdings jumped 25% after shifting its IPO to the U.S. should tell you something.
"Ocado is not high growth" – False. The company has expanded its Smart Platform (OSP) into the U.S., Canada, France, and beyond. A Statista report noted that global online grocery sales are set to hit $800bn by 2027. Ocado is at the forefront of this shift, building infrastructure while competitors scramble to keep up.
"When was the last time they made a significant OSP sale?" – Just last year, Ocado signed a multi-billion-dollar partnership with Lotte in South Korea and expanded its deal with Sobeys in Canada. The U.S. market remains a massive opportunity, with Kroger doubling down on its Ocado partnership. That’s real traction.
"Ocado Retail is only growing because it’s giving away money" – What an absurd take. Every retailer uses promotions to drive volume. Ocado’s growth outpaces the market because its model is superior. Its EBITDA margin improved significantly in Q3 2023, and as automation scales, costs will come down further.
"6% borrowing costs will be a car crash" – Borrowing costs are a challenge for all businesses, but Ocado is cash-rich, with over £1bn in liquidity. Its high-margin, software-driven business is nothing like a loss-making grocery chain.
The bottom line? Ocado is playing the long game, building a dominant, high-tech fulfilment network. The same shortsighted scepticism was thrown at Amazon before it conquered e-commerce. Smart investors see where this is heading. |
Asda may want to buy Ocado |
You must have bought the shares at a lot higher price than they are now! Your obsession sounds like that of a very desperate person!!! |
The forthcoming results- if they don't provide a launch pad for the share price - then personnel change is required- preferably the same day. No more time or money until we see the profit. |
whites123: Taking your points in turn. Ocado hasn’t shown long-term viability simply because the division has been “burning cash” setting up infrastructure for 25 years. It's a bit of a stretch to call 25 years short sighted! I know a lot of people think Ocado should re-list on NASDAQ. If the CEO thought that would deliver upside it would have happened by now. The US tolerates high growth, cash burn companies for a longer than the UK. But Ocado is not high growth and has been burning cash for way too long.
When was the last time they made a significant OSP sale? There's a reason global grocery operators are not rushing to adopt this tech: in a market where consumers are not willing to pay the true cost of delivery, Ocado's model loses money. Their last mile is very long and that can't be made up with (slightly) more efficient picking.
Centralised distribution works great for non-food. It sucks from a cost perspective for bulky, temperature sensitive stuff that has to hit a timed slot. Even Ocado has pivoted to provide a store pick model, but it's tech is nothing special in that space.
Ocado Retail has been the fastest growing grocer for consecutive quarters because it's giving away shareholders' money to its customers. Just because it's a great service at a reasonable price doesn't make it good business. Arguably, they could have done this for a long, long time in ZIRP world, but with 6% borrowing costs, that's going to be a car crash at some point. |
Ocado was the fastest-growing grocer for the ninth consecutive month, with spending at the online retailer rising 11.3%, boosting its market share to 1.9%. |
2025 either CFCs deliver or CEO goes. No more time for the CEO. If the CEO doesn't deliver a new CEO should be appointed with the brief to release value even if it includes breaking up the business.
Ocado isn't the CEO nor is the CEO Ocado - |
US indices futures falling sharply after announcement by that nationalist idiot Trump meant hardly any UK stock will be up today .He is obsessed with tariffs and America first ! |
China direct they have Patents. |
I look at Lord Rose, former Chairman of Ocado, how he is now helping Asda and wonder why he opted to leave Ocado? I appreciate there is a time limit on NEDs but if a CEO can stay in post for 20yrs plus - why not reappoint Lord Rose after a short break - if he had been the post perhaps the issues with M&S, including the launch, wouldn't have occurred? |
Having read Christopher Ruane piece from the fool I would relpy this.
Let's break this down systematically, because Christopher Ruane has missed some very crucial aspects of Ocado's long-term value — and his lack of insight is blinding him to the bigger picture.
Firstly, it's remarkable that this ANALyst can’t see that Ocado’s robotics and automation are not just a part of its business — they are the foundation for its future success. This isn't just about selling groceries online or running a "decent" retail business. Ocado is building an infrastructure that is at the cutting edge of online grocery fulfilment, using robotics, AI, and automation to scale in ways that traditional retailers can only dream of.
The notion that Ocado hasn’t shown long-term viability simply because the division is “burning cash” setting up infrastructure is short-sighted. Of course they’re investing in building out a fully automated and scalable model. That's how you establish a dominant global player in e-commerce logistics — by creating technology that not only makes online grocery fulfilment more efficient but eventually drives the entire industry forward.
Now, Christopher Ruane brings up customer acquisition and suggests that growing the basket size is more cost-effective than simply acquiring new customers. That’s a narrow perspective. Yes, upselling existing customers is great, but what’s more important here is the trajectory of Ocado’s global expansion. They are selling a platform and world-class infrastructure to some of the biggest names in retail across the globe. This is a multi-decade play. The Ocado Smart Platform (OSP) enables its clients to offer a far more efficient and scalable model than they could achieve otherwise — which is why giants like Kroger and Casino are investing in it.
The long-term contracts they’re securing with major international players are more than just “potential.221; They are guaranteed revenue streams that will expand as the technology matures and gets adopted globally. It's one thing for him to critique this based on short-term losses, but it’s another to miss the fact that Ocado’s technology will be the standard in online grocery fulfilment in the coming years.
Additionally, Ocado’s robotics capabilities are absolutely game-changing. They’ve already proven the efficacy of their tech in the UK, and now the platform is expanding to territories where competitors are far behind in terms of automation. This is no longer a simple grocery retailer; this is a technology company with an edge that’s hard to compete with. As more and more retailers see how Ocado's robotics can dramatically reduce costs and improve efficiency, they’ll be scrambling to adopt this technology.
In fact, the real question here isn’t whether Ocado will see more orders — it’s when the market wakes up to the potential of its technology and the sheer value it will unlock as it scales globally. Once the market fully understands that Ocado is a leader in the global logistics of automated online grocery shopping, that’s when we will see the share price skyrocket.
The market may be undervaluing Ocado’s potential right now, but those who see the true value of the platform will benefit significantly when it all comes to fruition. So for this ANALyst to dismiss Ocado's future growth and technological leadership is a glaring oversight. The transformation of global retail is happening now, and Ocado is at the very center of it.
Ocado is not simply "hopeful" about the future — it is the future of grocery fulfilment, and those who are savvy enough to see that now will be the ones making big returns as this company takes off.
In short, Christopher Ruane's view is flawed. Ocado is a massive opportunity. It’s not about whether they can grow revenue by getting people to buy more groceries today, it’s about their unparalleled ability to disrupt the global retail supply chain with technology that no one else can replicate. When the market catches on, Ocado will be a dominant force, and its stock will soar. |
prefer bme for all sorts of reasons
not a holder
and no wish to be |
Is the OCDO share price about soar? The guy who wrote this article doesn't think so! |
One style of management leadership cannot suit a business for two decades plus. The cfc rollout has stalled and Kroger appear to be in the driving seat - no payment for delayed rollout. The fact the top executive appears to be safe from the bullet - yet lower ranked executives leave isn't a good thing in my opinion. One rule regardless. |
Stutes,
A leadership change isn’t a silver bullet—Ocado’s focus on automation and logistics innovation is delivering results. It has secured the fastest-growing retailer for 13 consecutive months, with more positive momentum expected (Known) in February’s update.
That said, shifting from the UK to a Nasdaq listing could unlock greater tech-focused investor support, aligning Ocado with peers that understand its long-term AI and robotics-driven growth strategy.
Execution, not just leadership, drives value. The CEO’s worth should be judged on strategic progress, not just short-term share price fluctuations.
If the share price hits £29 in two years time to trigger the CEO bonus, would you be complaining then? |
The Board needs to be changed so it is focused on share price It needs to show one rule applies to everyone- if you don't hit targets then go. Is the CEO really worth £10m+ ? Where has he created £10m + in value?
The quicker the CEO is sacked, the quicker the turnaround in share price can happen. |
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