valeite
12 Apr 2018
tim's travails..... that's a lot of shares to hit the market and we're all paying .
valeite
20 Mar 2018
Re: something we've learned today having read the article in the telegraph again I shouldn't have said fund raising by way of rights (careless of me ) .the CFO was pointing out cash would have to be raised as we sign up more partners because peak outlay was £30 m per deal . and he expects more deals to come but no predictions of when .it's steady progress at ramping up capacity at Andover so you're right we're not there yet .....still a work in progress
Mr Paul Thompson
20 Mar 2018
Re: something we've learned today Hi valeite, Did you actually see rights issue mentioned, or was it fund raising? Because bear in mind that the company have not asked the shareholders for money before by way of a rights. The previous fund raisings' have been share placings, and we have not got a look in. They are fully subscribed by the top ten shareholders (or perhaps just some of them) before they are announced.So my worry remains the fact that they don't seem to be able to get Andover firing on all cylinders, and the enormous Erith, (& Casino & Sobeys) will have the same kit.Still as I have said elsewhere the main shareholders don't seem to be concerned, and they have over 1.5 billion in the game.
valeite
20 Mar 2018
something we've learned today these tie up deals cost £30m a go/and we're going to have to raise money via rights issues .still , the CFO says there was plenty of support for the recent cash raising .trading was inline (despite Beast from the East ) .lots of opportunities ahead 'challenging and exhilarating' says Tim Steiner .
Mr Paul Thompson
08 Mar 2018
Re: OCDO, confirms recent BREAKOUT. What, one in addition to Casino and Sobeys Joe?
oldjoe1
08 Mar 2018
OCDO, confirms recent BREAKOUT. OCDO Ocado, reports on the 20th march and should have a good run up to the T/S. The stock is certainly not cheap BUT could have at least 2 suitors following. Already one newbie on board.[link]
valeite
06 Mar 2018
shareholders should note.... ....Tim Steiners big sale of 4.5 m shares @£5.4...still got lots of skin in the game though ....plenty of investors are buying with the recent placement and then this
admiralty12
02 Mar 2018
Re: OCADO, Chart Breakout........ Overhyped dog share, over priced, no profit, shorts had to sell with the rise giving an extra boost to the shares to their current unrealistic level. Went short yesterday.Wishing you all the best.
oldjoe1
28 Feb 2018
OCADO, Chart Breakout........ Gone long on OCDO OCADO yes very controversial but check the short position now just over 7% from far greater heights. Also talk of a new customer for its Tech IT and warehouse operation. That plus the other new one.[link]
valeite
21 Feb 2018
walmart/kroger? Peel Hunt suggest OCDO in a good position to bag a licencing deal with the US . perhaps even a bidding war .this is a huge market and Walmart and Kroger are way behind the curve . source of story telegraph business
Genemachine
07 Feb 2018
Re: Profits Warning When is the penny going to drop....you can't make money out of home deliveries on Food/Groceries. Yes I hear the cry go up that Ocado is now a Tech organisation but why should retailers buy a product from which they will not be able to make a meaningful margin....perhaps someone can explain¬
aemouse
06 Feb 2018
Profits Warning Shares in Ocado fell more than 8% to 450.8p in early trade on Tuesday.With Ocado lossmaking, burning cash and net debt mounting again, analyst Clive Black at Shore Capital did not hold back his scepticism about the 5% placing "after two and half rescues already" and said "to all intents and purposes the prospect for FY2018 look like a profit warning to us"."We believe that Ocado is being cute today, but cuteness gets one places. Why didn't it indicate to the market the need to raise cash with say the Casino or Sobey's announcements? Take a look at some of the market downgrades for FY2018 which emerge today and ask what has changed since the Casino and Sobey's announcements? Hence, to what extent is Ocado using the noise of its preliminary results to mask a FY2018 profit warning and engage in a placing that we imagine is probably covered?"After Steiner's name appeared on the guest list of the Presidents Club, the men-only fundraising ball that sparked a furore in the City over allegations of inappropriate behaviour, Black said "the rest of the leaders of the grocery retail trade must wonder why their shares remain in the doldrums despite delivering pre-tax profits, in some cases margin and dividend growth, and yet the business that delivered flat EBITDA progression and a pre-tax loss again from a small profit year-on-year, sustains a stratospheric stock rating and the boss seemingly has to the time to have a night out in Dorchester rather than chips in Swanage".
Tenobas
06 Feb 2018
Intangibles Purchase of Intangible assets £50m.It would be good to know how much of this is software and how much is it's own software.
Ripley94
06 Feb 2018
ABB Rns not sure if they will go ahead after today's market falls.
Stratocastor79
26 Jan 2018
short term Long term buy!
