Timberwolf Equity Research
Value, research analyst, growth at reasonable price, consumer non-durables

Ocado: Is Amazon Really In Pursuit?

Ocado (OTC:OCDGF) (OTC:OCDDY) is a pure-play online grocer operating in the UK. The company's shares have been volatile and rather amazingly rose tenfold in a fifteen-month period between November 2012 and March of 2014. Since reaching a peak over 600p around that time the shares have been in bear market territory, as the complex realities of building an online grocery business have sunk in.

It currently trades around 235p after experiencing relatively weak growth in FY2015, while failing to sign on any international customers for its online technology platform. Now that its shares have been under pressure for a couple of years, rumors have started circulating about potential buyout offers, including potentially one from Amazon (NASDAQ:

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