Ocado 🤖🍾🥖 (OCDO) - Share Chat

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Interesting read

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I haven’t read it, but the price of robots goes down over time, whereas the price of humans does not, wages roughly follow inflation.

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Yep the people who say robots are too expensive suffer from selective memory or something. I remember when a rubbish computer that had blocks ping ponging across a screen was an expensive bit of kit. The cost of even what a couple apps on an I-phone could do a few years back would be huge.

Once in mass production these robots will be cheap as chips so to say :+1: The big cost will be the explosion in extra metals/materials needed as the robots will be used in all aspects of life.

On the other hand, robots do not pay taxes, do not consume and consequently do not heat up the economy. So this could become a problem in the (hypothetical) case of having too many robots in uses in place of humans, but I don’t think we’ll get to this point.

We also need to move away from gdp defining success


Anyone surprised to see the returns from the international solutions to be so low and no real expression of this changing much in the near term??

Kinda got me thinking , when is this going to be profitable??. We’re spending a lot of cash for very little expected return.

8.5% is hardly that great

They now have 10 partners of which, not all have even got an operational CFC. Additionally, The ones that are operational have got a few more in the pipeline. The international solutions revenue will increase when more CFC’s are operational and flowing groceries.

There are articles predicting Ocado to be profitable in 2024. This is a long-term play.

Also their vertical farming investments are still to be utilised for commercial scale. Ocado has said their investment in 2019 is now worth double. See in this article: Ocado to fund new vertical farm near Bristol as sales leap - Business Live

Thanks Michael.

I really like the long term prospects of Ocado. What I have been trying to work out is how profitable is the business going to be?

Looking at yesterday’s results I get a bit worried I have over valued the income ocado can charge per fully running CFC.

I think there are 54 Planned CFC currently being planned across the partner companies.

50m a year per Cfc in income only gets us to 2 billion.

That’s a lot of capital needed and slot of skills to set up each Cfc ( I personally know they struggle to get the recruitment they need for the projects )

We need to see double if not triple that for the growth we want from this share.

So in essence… Love the long term potential of this but think in the near term we might see share price drop back to the £15 mark as other invests look for short term rewards.


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Think many Ocado investors have the same thoughts as what you’ve mentioned. Well if it does go to £15 it’s a buying opportunity.


Fire at the Erith warehouse after 3 robot collided. Doesn’t looks as bad as the last one but could be a catalyst for further a further price drop.


Are these robots built out of fireworks like the computers in Star Trek?



Erith is now 99% operational so very little customer disturbance. From what I hear the management are pretty happy the learning from Andover fire worked as expected.

More interesting is the relationship with Kruger’s share price.

Just shows you how dependent we are on our big deals working.

So so much growth available, can we do it ?



Did you mean “Kroger”?

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Welcome to the community


We always need people on here who spot fat fingers.

Pleasure to have you aboard.

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I may invest in Ocado, but there’s a lot of issue first.
I was leading the last firefighting team to evacuate moments before the Andover site collapsed. The storage areas are stuffed with minimum clearance for picking robots. Heat bulid up and speed of units will be factors going forward. The bigger/busier they get the more chance of another accident.
Local issues with drivers( Haven’t got enough) managers (too many and clueless) and staff (low paid but seem to really care) have put me off at this price. It’ll need to go to £13 at least before I risk investment.


My partner just started at Ocado, in the department that deals with issues that arise once Ocado’s tech is set up for a company.

They’re expanding their staff massively to accommodate for when all of their 30 or so planned CFCs open, when at the moment there’s only 6 or so. It seems like they’re aiming big, which is positive, but I guess only time will tell if they’ll adapt to the increased workload


Looking at their structure, on paper it’s extreamly efficient and amazing. But there’s little room for error.
Look at the factory fire in Andover. The system kept working after several faults weren’t found, some say hundreds of issue arose and the machinery kept working with worn out parts, damaged crates and human error. These didn’t help once the over heating started and robots passed fire between themselves.

On paper everything is perfect, but in the real world the maximum storage vs reduced walkways and improved speeds of units… can’t be a good thing. Noting is perfect in the real world, humans, animals and nature get in the way.
The programming needs to be perfect, conditions perfect, robots perfect and stock perfect for the model to work and keep working.
One broken bottle, one leaking milk or cracked egg, one leaky roof panel or cracked window could be the failure of the whole system. It’s happened once, it can happen again.

I don’t think it’s quite as knife edge as you suggest. In fact I think being able to operate at 90% effectiveness ( while they dealt with the isolated fire ) shows the resilience of the business.

I agree their are hurdles ahead for the business but finding the logistics solution to groceries is a fantastic opportunity.

Think the share price just got a little ahead of its self… Let’s hope our solutions clients agree were the best around at the minute and demand more cfc’s


Has anyone got the lowdown on their current lawsuit with a similar robotic fulfilment company? Not sure how significant this is.