SUPR View:
* £9mm H1 loss pretty negligible in big picture * Tech Platform potential strong; 6 global partnerships with more deals expected in “medium term” * Sales growth strong @ 11.7% vs sector growth @ 2.3% * Cash position strong @ £447m post £324mm equity raise
** But, with a lot of good news is now priced in to Ocado stock and no path to profitability anytime soon => hard to see any further stock price appreciation from here **