admiralty12
26 Jan 2018
Re: and now morgan stanley.... I'm sure these guys just follow the trend. For me Ocado is a sell at this price. Food retail on the up but it is a benign market with no food war and more entrants to the online market (who may or may not use OCDO's system). Annoyingly they have not split the retail and tech income this last update and there are no figures as to what the newest hookup in Canada will bring in except it will not be anything for 2018 except a £15m bill.With a massive P/E ratio, small profit, huge rise on the back of good (if unclear) news coupled with the shorts having to sell into the market, the price is looking very toppy.They would be better to decide if they are a food co. or a tech co. A split into two parts would make it easier to value.
valeite
25 Jan 2018
and now morgan stanley.... ...overweight ....target £5.45 (up from £3.8)
Mr Paul Thompson
24 Jan 2018
Re: The best.. This stock is very closely held, the top ten holders having over 50%. There has also been the suggestion that when the shorters have previously sold borrowed stock into the market, some of that liquidity has been repurchased by the lenders or their associates. So they now effectively hold the same stock twice (are you still with me?)If this is indeed the case then the shorters problems are considerably increased, when they find that their is insufficient stock available in the market, through leverage, for them to purchase and repay when requested to do so. Now that is what I call a squeeze, and the price we private holders are offered, riding on the coat tails, could be considerable.Its possible the above scenario is fantasy, but I have read this in print somewhere, with specific reference to closely held Ocado, so it is not a figment of my imagination.
Stratocastor79
24 Jan 2018
The best.. short squeeze of all time was when porche tried to buy VW. it did it buy instructing banks to quietly/ individually buy 2.99% of VW stock when the price was around €100 a share. When they declared how much stock they had bought the price nearly hit €1000 a share. Hedgers were reportedly running off golf courses to close their positions whilst they could-brilliant!
valeite
23 Jan 2018
goldman sachs views on..... OCDO ....conviction buy target £5.6 up from £4.45 .
lastminute-world
23 Jan 2018
Re: Short Capitulation Stockwatch: The mother of all short squeezes?Is the £3 billion online grocery/technology stock Ocado (OCDO) to be squeezed even higher as short sellers feel pain? This week has brought news of a second international technology/warehousing deal - with Canada's second-largest retailer after a major French retailer only seven weeks ago. These deals have inflated Ocado shares well over two-thirds in market value, to 525p.Before the Canadian deal, Ocado was the third-largest short on the London market, with 13.5% of issued shares loaned out, thus now putting hedge funds in a dilemma whether to nurse losses, increase their shorts or close out.It has wider relevance beyond Ocado, ie how much notice should you take of accumulated short positions and when? The collapse of Carillion (CLLN) is now proclaimed obvious in hindsight, with 14.0% of its equity having been loaned out, making it the second most-shorted stock. Debenhams (DEB) at number one is having a sore time, too, its market value halving in the last six months.Please do your own research...
Disorder
22 Jan 2018
Re: Short Capitulation Shorting is a legitimate (Legal) way of bringing a company to its knees and contributing to the demise of such.Whilst its legitimate there are many (Myself included) who do not like the practice and actually think it should be banned.So although I do not hold OCDO stock, I absolutely champion the holders who are contributing to shorters misery.Long may it continue and charring is not good enough. Burn them to cinders...Good luck.
cooperboy
22 Jan 2018
Re: Short Capitulation yes- last week everyone was going on about how clever the shorters were making millions out of the misery at CLLN - not quite so clever on OCDO today
lastminute-world
22 Jan 2018
Short Capitulation Amazing capitulation and how the institutuinal investors do get it wrong.Loving it.Please do you own research...
valeite
22 Jan 2018
price targets lifted numis buy target £6 /Peel Hunt buy target £5.2 . deutsche sell target £2 .difficult to value this business
valeite
22 Jan 2018
now canada OCDO to parter Sobeys with Toronto project....smart platform is beginning to grow legs .keeping the faith !
livadia22
04 Jan 2018
Re: Comment Gruppen contract signed and Wal-Mart sniffing.....all looking quite rosy
valeite
08 Dec 2017
Re: Comment good points paul.....was listening to an analyst last week who said that OCDO need Amazon to be successful because this will put pressure on retailers to up their online game which is what OCDO need to happen .also he made the point that OCDO are taking cost out of retailing whilst home delivery via a store pick system is adding to cost .as you point out the technical side of what we do is has to be spot on
Mr Paul Thompson
07 Dec 2017
Comment Hoping for a chain reaction globally to the recent Casino deal, and going forward, with luck it won't much matter whether Amazon or Ocado gain the business of the first mover in any International market as the other should pick up the responder. All assuming that the engineers are now stopping the bots within a centimetre tolerance at Andover, I have said for months (elsewhere) that they may be struggling, and now we hear that they have been. Can only assume all resolved as Casino have joined Morrisons in an endorsement of OSP.
valeite
07 Dec 2017
peel hunt initiates coverage.... and says buy with a target of £4.6
