Ocado Live Discussion

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stutes 14 Feb 2020

French JV about to go live As Ocado gets closer to the French Carrefour JV going live, will the City keep faith with Ocado or opt for conservative pricing of the shares till there is better visibility of actual earnings from the JV ?

rogerhorton 15 Nov 2019

Transformation continues BRIEF – Kroger and Ocado Announce Location For Customer Fulfillment Center 14-11-2019 14:19 Nov 14 (Reuters) – Kroger Co : Kroger - Co, Ocado Announced Pleasant Prairie, Wi, As Sixth Location For A Customer Fulfillment Center Source text for Eikon: … Further company coverage: KR.N

rogerhorton 15 Nov 2019

Transformation continues Broker update… Ocado Group Plc OCDO Peel Hunt Buy 1,151.00 1,157.00 1,700.00 - Reiterates SP Target £1700

rogerhorton 13 Nov 2019

Competition Could be something to do with the OCDO SP rise today and from Moodys. Looks rather upbeat to me. moodys rather upbeat on ocdo.

Gamesinvestor1 13 Nov 2019

Competition Maybe Ocado doesn’t have the field to itself :- [link] “”"“Takeoff, which works with grocers Ahold Delhaize and Tesco, boasted about its technology at a meeting with investors in New Jersey. “””" Maybe the don’t have the full solution, but perhaps they have a negotiating edge that could reduce or “take-off” some of the expected margins on the royalties that Ocado expects. One thing that seems unclear on this loss making company, is that it isn’t altogether obvious how much it costs the company to install and role out the system to each new retailer and how long it will take for the company to see any return. Games

valeite 26 Mar 2019

Roll over James Dyson ….the uk has a new champion to brag about and it’s getting us noticed around the globe . a lot of smart cookies are partnering us now . with Asia to come onside (korea next?) there is clear upside to come .now valued @£9bn we shall have to make a lot of brass but those who bet against us tend to lose .i’m holding on my stock having sold 1/2 @£8 per share (gutted)

FundamentalTom 08 Feb 2019

Can u believe it? Perfect time to buy! I’d be surprised if a fire is cause for a long term dip!

newtonukequities 07 Feb 2019

Can u believe it? Yes its disappointing news but its still the same company with a temporary fixable problem. Perhaps its time to take advantage of the lower share price GLA

valeite 07 Feb 2019

Can u believe it? a fire! what a sh1tter! that’s £2 a share off

valeite 10 Jul 2018

Transformation continues Hard (for me ) to really make sense of results which on face value are slightly underwhelming hence the early drop to £9.35 ….but that is looking back to an OCDO that is transforming itself into an exciting high tech business that is hard to value…as always in these cases the future always looks brighter in the medium turn but the market is gradually coming round to the possibilities ….Numis has raise the target price to £12.5 up from £8 .

valeite 21 Jun 2018

Peel Hunt describes the potential well worth reading the analysts report from PH on OCADO .the potential of this business is mind boggling ie OS could become the industry standard /licensing agreement revenue etc .the Microsoft of retailing .well who knows ,but support is strong today again and i think OCDO is a hold for me .check it out on the bottom of the OCDO research page

valeite 20 Jun 2018

Peel Hunt gives new price target raises target price to £17 (up from £6) .owning Ocado really is holding a tiger by its tail .

valeite 08 Jun 2018

kroger builds stake now holding 6.1% of OCDO ….stake building to block any ambitions that Amazon may have with OCDO .source Telegraph

oldjoe1 24 May 2018

Re: OCDO promotion To FTSE 100 ? Which means that FTSE 100 trackers will HAVE TO BUY the stock.

oldjoe1 24 May 2018

OCDO promotion To FTSE 100 ? Looks like OCDO Ocado as a very good chance of getting promotion to the FTSE 100, in 89th place last night at close. [link]

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