bosley
- 20 Feb 2004 09:34
oblomov
- 08 Oct 2005 17:51
- 10904 of 27111
Anto - thats no good reason to stop. He implied he had special inside knowledge, I queried that, his response is here for you to read and we now have a clearer understanding on how much credence to give some of his wilder statements.
If that upsets Paul or Paul's fans so be it. The board isn't here to please Paul.
I think this has run its natural course now, so no more posts from me on the subject.
paulmasterson1
- 08 Oct 2005 18:08
- 10905 of 27111
Bosley Hi,
RE "pm1, do you know that it's in the bank?"
How could I, but your suggesting it isn't, "but until it is in the bank, it is still no pounds."
The way I see it, is that Stanelco have said rollout is as per expectations, EVO expectations are 20 machines by the end of October, the only place they would get a figure like that is from Stanelco, and you are implying that will not be the case, by suggesting there are 'no pounds' in the bank, and that you won't be counting them until Stanelco tell you they are there, whereas I trust Stanelco and EVO to tell it like it is, rather than how they want it to appear.
Cheers,
PM
hewittalan6
- 08 Oct 2005 18:38
- 10906 of 27111
Apologies guys. I seem to have got the wrong thread. Can anyone direct me to the SEO thread. Thanks.
Alan
EWRobson
- 08 Oct 2005 18:40
- 10907 of 27111
driver: you queried my trading in SEO, bearing in mind a purchase of 100k shares at 21p. Nearly all my trading in SEO has been by CFDs. With a gearing of 5:1 this obviously means that movements are exaggerated in one's total position. The prudent would keep a margin but a fall of 1p means 1000 quid down on that holding. Lucky not to have lost more than I did, but my approach has been to reduce exposure as the sp falls. Thus I finally sold out around 17p. Not in a position to reinvest at the moment (impact of losses plus capital needed) but I'm still actively interested in the share pending the availability of funds.
The key question that is not really being discussed is the balance of arguments re buying and selling at present. Are the traders going short or long? The opinion I have expressed is that it is difficult to call at the moment. The reason is the transfer in market perception from a company driven by the compelling prospects of Greenseal to a more broadly based set of products. bos: this is why I wouldn't look for that much from the next figures. We will have had the first quarter of the ASDA deal: 20 in Q1 would be consistent with four quarters of 20, 40, 60, 80. I wouldn't be that concerned if the first quarter was 10 not 20. Its clear that Greenseal is going much slower than Evolution and KBC Peel Hunt predicted; I suspect partly for engineering reasons related to retrofitting used equipment.
Fortunately, it appears that Starpol is taking up the running from the last RNS. Peel Hunt have recently increased their forecast for 2005/6 to a pbt(etc) of 7.43m pounds or a pe of around 20 which is not that demanding. There is still a deal of uncertainty that is likely to hold the sp back. Lets say there are positve RNSs forthcoming over Starpol, then we need to know from the Evo and PH what these mean in terms of cap. value. Lets say that they mean 50K pounds based on Starpol alone or 5p per share. If the ASDA deal is still projecting 200 machines, the equivalent value (remembering the on-going impact of royalties) is 10p using PH figures. Lo and behold a reasonable sp of 15p. What might cause the bulls to come back in in force? US deal for Greenseal of course; better Starpol projections or some really meaningful contribution from Frogpack.
As a direct investor in shares, I would certainly still be holding a decent quantity (as andysmith) but, out as I am and if I had the funds, I would use ii (yes he has contributed something useful) channel graph to determine timing of re-entry or react quickly to positive news, significant in the terms I have written above. Pretty certain I would avoid CFDs either way.
Suggest it would be more profitable to debate this contribution than extend the bickering about what PM might or might not have said, meant or inferred.
Eric
bhunt1910
- 08 Oct 2005 18:42
- 10908 of 27111
Oh for christ sake - you are all behaving like little children - for heavens sake grow up. I am going elsewhere until you lot start behaving like grown investors and can discuss matters properly. With apologies to eric who has probably made the most sensible posting for about 500 posts.
Bye for now
Baza
Tonyrelaxes
- 08 Oct 2005 21:48
- 10911 of 27111
Sorry if my changing the subject to SEO and Greenseal offends anyone !
I was passing ASDA Watford tonight and decided to go on a Greenseal (GS) hunt. As I reported here after my last visit 2 weeks or so ago, the full "Smart Price" range of budget/value ready meals was still using it.
Additionally there is now a new "Great Stuff" range of ready meals seemingly promoted at the kids nutritional meals market. Some of these were GS - but not all. I looked for a dividing factor and the only common denominator was that all the GS meals were "unsitable for microwave" and should be oven cooked. Non GS meals could be microwaved. I do not know if this was to do with the ingredients or not. I do recall reading once microwavability being possible with GS so hope this was not a discovery of any consequence, to be seized upon by the bashers.
Incidently these were the only products I could find - no layered salads which were the subject of the second (?) trial not any fresh packed fish products. Mind you I do find Watford a rather unsophisticated place !!
NielsJensen
- 08 Oct 2005 21:54
- 10912 of 27111
Yes, let's get some peace. Squelch the buggers. (Or, don't you know how; since you keep responding to them?)
NielsJensen
- 08 Oct 2005 22:00
- 10913 of 27111
Tony, what were the meals? Well, I cannot think of any meal that can only be cooked/re-heated in a microwave apart from fried eggs and many other meals that might "explode" or coagulate too fast.
andysmith
- 08 Oct 2005 22:27
- 10914 of 27111
zscrooge, are you suggesting that I talked up SEO when I didn't have any shares?TWAT if you are, you don't know fuck all about me, I am a private investor who has to earn a salary and is trying to make extra dosh on these markets, not rich or clever enough to risk CFD's etc so why the fuck would I have an interest talking up or down a share if I don't own the bastards you clown.
I have people on these boards who KNOW FOR A FACT that I owned SEO shares.
I also advised SEO to friends and family who have all made good money and I told them when I sold mine, their choice after that but most sold and are glad they took their profits but like me wish they'd not got greedy and took them at 28p.
Held SEO shares since April 2004 and held through worrying times including the 35% drop Autumn last year on BPRG cc announcement day.
Topped up many times and yes even in the 20p+ days of the Spring I anticipated further climbs as the Asda deal made progress and a US deal was announced which is why I didn't sell any, waiting for that next RNS that would take it even higher.
Pity that RNS has never come, many have but not that one.
An investor is allowed to take stock and when I believed not all going to plan and the same market that had carried the SEO sp >400% up this year was growing impatient at lack of progress and was turning against SEO despite the endless stream of positive RNS's I banked good profit.
I let folk on this thread that I have known for over a year know my actions for the very reason you are having a pop, if I continued to talk this thing up having sold it would be wrong. I made my own mind up that the time was right to bank profit and I have for once made the right decision, pity I didn't do it at 28p but I believed at the time this would go higher so you see although I made good profit I also lost out on some as well.
I still believe that SEO will come good but it no longer trades on hype and potential, it is trading back on fundamentals which means lower sp than 20p as the forecasts for 2006 are reduced.
Folk can now either buy this bargain sp on the potential or wait and see how far the market lets it fall.
Anyway, this board is out of control. Can't be bothered, those who know me have my e-mail details to talk outside of this pathetic thread.
oblomov
- 08 Oct 2005 23:01
- 10916 of 27111
Driver
'To some of the newbies who have come from FYB can you cut out the crap' ,
If (as I'm sure it is) this is directed at me, it is highly insulting. This has nothing to do with 'loving' or 'hating' pm, but more to do with challenging an individual who is contravening the current FSA rules and who has been banned from other BB's for doing the same,
I've kept quite on this thread over a long period and have only recently started to post in an endeavour to cut 'the crap' I've seen being posted here by a certain individual whose posts on other BB's led to suspensions/bans.
I've read Eric's posts for several months and even mentioned and recommended them several weeks ago as being informative. They are the most relevant and intelligent posts I've seen on any BB relating to SEO.
The contrast between his posts and the wild claims of another individual are vast.
I find it incredible that given the high quality of the majority of the posts on the thread, more people do not come forward and challenge the hype Perpetuated by PM1. Time and time again on other BB's I've seen this type of argument arise when PM is challenged - not just from posters but from the admin staff of the bb's.
It isn't 'crap' to challenge liars, Driver, its 'crap' not to.
Eric,
'Suggest it would be more profitable to debate this contribution than extend the bickering about what PM might or might not have said, meant or inferred.'
I have great respect for you, but this is a public forum and less able people than you (investment wise) have access to it. One of PM's wildest claims is a share price of 50 for SEO. I am not the sort of person who can stand by and watch this kind of manipulation without attempting to warn people.
I'm sorry if you see this as bickering - the administrators of FYB didn't which is why PM doesn't now have a platfrom there.
oblomov
- 08 Oct 2005 23:43
- 10918 of 27111
Ok Driver, you dont disappoint (I dont crave criticism!) - just didn't see any other FYB 'newbies' who your comment could have been directed at.
See where you were coming from now - thanks.
oblomov
- 08 Oct 2005 23:50
- 10919 of 27111
edited because posted twice due to poor internet connection!!!!!
TheFrenchConnection
- 09 Oct 2005 02:09
- 10920 of 27111
Amities / Reg SEO. Let me preface this post by saying this is a PI driven stock ; Support from institutions is minimal and by definition this " Age of reason " motley crew DO NOT constitute lnstutional investors. Far from it. The notion is absolutely absurd !! Now i see the volume on Friday was a tad shy of 8 million with a ratio of 2 buys to every individual sell .-2~1 . lnevitably that is usually a variable which acts as a decent and quite reliable indicator of a stocks relative secular strength yet on this occasion the s/p went sideways s thearby proving beyond any reasonable doubt MMS are still busy executing an order/s disposing of the very same massive overhang of stock that has existed this past month ...Until recently mms were quite keen to keep a neutral balanced book ; but in decimating the s/p in search of bargain hunters to enter the fray, mms are merely reducing their exposure.Offloading. . The T/A is at best worrying ; and at worst an absolute stinker. From a purists vantage point the true support level is below 5p with slight support at 10p which will act as some type of bridge . Not tangible: but rather pyschological .. Should 10p collapse the sell off could prove ugly but fast and at least remove both shorters and feckle investors .. Should 10p succeed it could be more like death by a thousand cuts . A sword of Damaclees scenario. MMs prefer the latter . ,,Now before i attain a reputation as an seo basher i happen at one time to have held 500,000 shares which i disposed in three tranches at a median of 28.14p. Both Evo { who recently blotted its copy book } and Peel Hunt called it the "target " s/p ; and when viewed in light of the m/c it appeared totally unjustifiable. So l sold . l tend to agree with BOS in that i view the potential of SEO and RF tec as quite phenomonal . Absolutely . But how best measure potential in fiscal terms Bos ? ? What did "potential" mean during the hi tec dot com bubble ? l recall Paul Kavanagh writing in the rag lC at that time that KWL which was trading @ approx 14 had the "potential" software to revoltionise the whole warehouse inventory sector and placed a more fair and true value of 60 on the stock . ...Within weeks you couldnt get 60p let alone 60. Within 3 months it was 2p. Potential is great, l agree, but it is certainly not a bedpartner to profit and success. My ONLY advice here is that there is NO SUCH THING as too much lndependant research into your target , NEVER. ,,lts a misnomer. ALWAYS Check, re-check ,utterly scrutinize and clarify every small snippet of data/info/ rumour available to you from ALL and EVERY source.. . Check all facts with the companies PR outfit or preferably with the secatary of the board or its FD or CEO . ln writing whenever possible. But in addition to studying your target do not forget to look at the environment in which it trades. nor its competitors ,( and for SEO they exist by the score in both Europe & USA } nor its interelationship with the dynamics/ mechanics of the current market ls it oversold or overbought . Are volumes suddenly out of the ordinary ? .Are interested parties circling with intent . Are shorters out in force ? . Traders suddenly opening sizeable or principal postions....Right down to market sentiment and even the companies relationship with its brokers/ nominated advisers , lts bankers / solicitors/ ....Are directors buying ? And what are the big players up too ? Try and speak to employees, or failing that those directly employed in the same sector ; You would be shocked at what you may learn . Sometimes you only learn by being nosey and a little pushy And why not ? lts your money .,But NEVER allow a BB to sway your opinion nor " spook" you . Rememeber a massive concensus of opinion does not constitute even a hypothesis . ,and if you have done your homework you should be impervious to it .....,, c'est toute lol Desole' ,,,,,,, .,,, Slt Driver / Sante'. A small yet moot point . l have NEVER gloated reg. the handsome profit i have made from SEO. NEVER !!! l am too much of arealist not to realize that all can be very temporary and fleting in this deliciously cruel game called tradng . . Also i assure you that NO_ONE on this thread turned me onto SEO . The very idea is against every trading / investing rule i have made over the years . That can be accredited to a colleague at work. We all placed names of smallcaps with an m/c below 50m into a hat which we believed would outperform the small/micro cap market in 2004; and after studying her extensive research in addition to mine own i rapidly realised i was onto a gem @4-75p which had hardened support at this level; and mms semed reluctant to mark it down no matter of the bevy of sellers at the time. ,,,Hence my buy . ,,,,,,,,,,,,,,and sold simply am not at all convinced revenues/ royalties from Greenseal conversions which is the jewel in the SEO crown and quite obviously the prime mover reg. its s/p are clearly not going to be met . ,,,Once they issue an RNS declaring without condition nor reservation they have secured conversions of even half that was originaly projected i may revise my position ...........Until then i will remain short ,,,,,Bonne chance ,,
Mad Pad
- 09 Oct 2005 09:50
- 10921 of 27111
With reference to Tonys visit to Asda,post 10911 ,can anyone answer this question which I consider hugely imortant.ARE GREENSEALED ITEMS MICROWAVEABLE???????To me a ready meal is synonomous with microwaveable.Lets hope they are!!
Oilywag
- 09 Oct 2005 09:51
- 10922 of 27111
TFC
If you are going to post such a long discourse please introduce a few paragraphs and improve your punctuation and spelling. I acquired very little knowledge about investing or SEO in your post. Pity because it was so hard to read.
Your post appears to be a dump of your entire brain with little of interest to anyone wishing to be educated. It was also a not so clever way of telling everybody how much money you have made out of selling at the top. You might truthfully have sold at just under 30p, but I think that its amazing how many people on this thread bought in at below 5p and sold so high! Good luck to all who achieved this trick of immaculate timing.
The reason why longterm investors have chosen this company is mainly for one reason only, its future potential. Fluctuations in the share price is not going to worry them too much.
Just to clarify, I am not posting these comments because I think that you have recently been little less than enthusiastic about SEO as an investment.
The oily one
bosley
- 09 Oct 2005 12:16
- 10923 of 27111
pm1, at the moment i am assuming nothing, so until i see figures for conversions it is still no pounds.
eric, it really doesn't matter whether i am despondant or elated if the greenseal conversion rate for q1 is 10, 20 or 3 million. my point is all about seo regaining crediblilty. as andys and others have repeatedly said, the sp rose on the back of greenseal, it is falling primarily because the conversions haven't been happening at the rate many expected. seo need to show that they can deliver. if greenseal is not the success people expect it to be any future starpol, frogpack, cradlewrap, etc, deal will not have the impact it should. good to see you posting again, though.
oblomov, you've made your point, please don't harp on.
oily, as for tfc's posts, sometimes effort is required but always worth it . i agree with him that it is difficult to put a price on potential , which is why i want to see pounds showing now, not future potential projections of pounds. that's not "bashing" seo, it's just being objective and realistic. it's time for seo to show they can deliver the goods. it's time for deliverance.........(driver, i've teed that up beautifully for you!)