bosley
- 20 Feb 2004 09:34
bosley
- 16 Oct 2005 10:04
- 11612 of 27111
ii, someone posted that it was qc who found the ubs warburg forecast. i would guess that he made a genuine mistake rather than outright ramping. also, be careful , because alan is getting biblical on your ass.
hewittalan6
- 16 Oct 2005 10:06
- 11613 of 27111
REPENT YE SINNERS. THE TIME IS NIGH!!!!
bosley
- 16 Oct 2005 10:11
- 11614 of 27111
amen.
Tonyrelaxes
- 16 Oct 2005 10:20
- 11615 of 27111
Although QC made us aware of the Warburg forecast he was replicating what The Share Centre had on their site. See FYB page 317. So if any one are "terrible liars", as ii says, it is The Share Centre.
Tonyrelaxes
- 16 Oct 2005 10:24
- 11616 of 27111
Oh, and it appears that ii is not above a lie or two himself by inserting the word MAXIMUM that was not in the original he was quoting.
The Share Centre probably made an innocent mistake. Did ii ?
Yes or no, he should retract, apologise and try better in future......
jcrawford
- 16 Oct 2005 11:49
- 11617 of 27111
insiderinside, only inside your own living room, that is defamation of character if you are suggesting that QC posted that information in an attempt to ramp the stock or mislead anyone. If you bothered to read the actual post you would see where the information came from and in what context the post was made.
"I may have missed this or is it a mistake? Just having a look at my share account thru www.share.com and wondered if anyone else saw or discussed this when they apparently upgraded SEO. Look at the target prices! Sorry for the table, cant be bothered fixing it!"
Date Broker name New Price Old price target New price target Broker change
12-Oct-05 Teathers Buy 13.50p - - New Coverage
03-Oct-05 UBS Warburg Buy 16.75p 280.00p 330.00p Upgrade
Dormar
- 16 Oct 2005 12:49
- 11618 of 27111
ii is Barry Muncaster in case anyone is interested. He used to post as Poorold, but now also posts as olieold on iii and under several guises ( since removed ), on FYB.
Dormar
- 16 Oct 2005 12:50
- 11619 of 27111
He ought, and I'm sure will eventually, be prosecuted.
Dormar
- 16 Oct 2005 13:04
- 11620 of 27111
Bosley
I find your posts mostly to be arrogant and rude. And often lacking in logic.
Just contribute want is relevant to SEO and leave out the personal stuff please.
collyt
- 16 Oct 2005 13:25
- 11621 of 27111
I would just like to say, I think that this board has been ruined. Anyone who buys shares will know that there is a certain amount of risk, they don't need help to decide from the likes of Sham and II. quite frankly I take more notice of the professionals like Tom Burford, and his latest note is very reassuring. So all you derampers rampers can carry on playing your games. There is a saying that goes 'If you never take risks you have never lived' . I have had it with this board, because it has become a big joke. Good luck to all SEO Holders. You win some you lose some, but sometimes patience will pay off.
chippy2
- 16 Oct 2005 13:50
- 11622 of 27111
Is Sham ii ??
insiderinside
- 16 Oct 2005 14:18
- 11623 of 27111
chippy2 - no
Tonyrelaxes and Alan - i have answered the question already - did you read - and did not quote from the RNS in full - or cut and paste it - it was my opinion and understanding of the RNS - written in my words - stop trying to be so nasty - to poor old ii ;)
as you read RHPS update - and it was about shorting and pulling hair out - then think of this - RNS R US - could easily say - no business reason for the fall - did they ? no - why no ? - is there a business reason - look into it - why - they use the media - and not the official RNS system - to make the - please dont sell SE0 call -
All IMO - DYOR !
ghengis101
- 16 Oct 2005 14:50
- 11624 of 27111
" professionals like Tom Burford ", well !!! if he was as good as he thinks he is
he would not be a humble journalist !! The same applies to the FT writer who
thought this company was listed on AIM!!.
I am looking forward to the week ahead , I certainly would not want to be short on this company during the coming week!!
EWRobson
- 16 Oct 2005 15:57
- 11625 of 27111
Well, given we that no longer have PM1, bless his cotton socks, I hope that we can make a new objective of balanced posting. I assume PM1 was banned for breach of copyright with regard to the T&G report: distributing it rather than quoting it. That is perhaps a pity as it is an excellent, balanced report and I have already suggested that it should be essential reading for anyone who attempts to post here with any authority. Sham had a copy but I would like him and II in particular to read it and comment on its findings. Most of your comments are a waste of space being respectively under-researched and distorted. I challenge each of you to read it and respond with balanced comments: it should not be beyond ii's wit to obtain a copy.
The report has helped my understanding in the following respects, clearly from dialogure with Stanelco:
(i) other large organisations have assessed the technology (Greenseal) and management believe that they will adopt next year;
(ii) Wal-Mart's commitment to polypropylene makes it a much bigger decision to convert - hence excluded from forecasts (n.b. does not say that they will not adopt but that it will probably not happen quickly and involves factos beyond SEO's control);
(iii) as reported earlier, ASDA commitment is still there for 200 but quarterly progress is likely be more like 5/35/70/50
(iv) there are 30 models of forming machine, each having to be approached individually; initial transfer can take 2 weeks for each type but thereafter should drop to 2 days
(v) for the first time, what seem to be well-researched forecasts for Starpol are given; these appear to justify a cap. for the non-RF products in the range of 50 million.
It seems to me that the ramping inclinations of PM1 have attracted derampers to this thread, probably repeating battles that they have fought elsewhere. Now that he has gone I hope that they will either go away or back off to a more objective position.
Eric
bosley
- 16 Oct 2005 18:02
- 11627 of 27111
"Dormar - 16 Oct 2005 13:04 - 11620 of 11625
Bosley
I find your posts mostly to be arrogant and rude. And often lacking in logic.
Just contribute want is relevant to SEO and leave out the personal stuff please. "
dormar, i am insulted by your post!!! only "mostly"? i will try to do better and be completely arrogant and rude. also, could you please exemplify where i am lacking in logic? maybe if i google and find 25 articles all saying the price of oil is going to go up you would think i am contributing something relevant.
Brandname
- 16 Oct 2005 18:17
- 11628 of 27111
Two articles from Packaging News today:
First one Ferndale, read the last sentence of the article:
"Asda is relaunching its ready meals this winter with new packaging.". This has to be Starpol and Greenseal.
Ferndale run-in with Asda is a sharp warning to all suppliers
Kent-based Ferndale Foods failure to use effectively the Supermarket Code of Practice to protect its 40m business as a supplier of supermarket group Asdas ready meals is a signal that all suppliers to the giant chains have nowhere to turn in the event of a de-listing.
Asda is switching ready meals suppliers from Ferndale, which has been its client since 1996, to Northern Foods from November. Although both companies are in mediation at the request of the Office of Fair Trading (OFT), Asda has already decided it will be using Northern Foods in future.
The OFT has said that the Supermarket Code of Practice does not apply to this case because the business contract and de-listing terms were non-contractual. In other words, they are not written down. However, Duncan Swift, partner and joint head of accountant Grant Thorntons food and agribusiness recovery group told Packaging News: In this industry, contractual terms apply to only about two per cent of dealings. Historically business has been by word of mouth.
The OFT said that it urges suppliers to seek written terms from the supermarkets. In practice, however, they are often afraid to do so in case they are branded as troublemakers, said Swift. When the OFT was asked why it does not put the onus on the supermarkets to provide clear contracts and agreements, the OFT spokesperson said the code was there to ensure transparency to protect the consumer, not the supplier.
This is the codes first real test, but its regulator appears to be powerless in enforcing its spirit on Asda, said Ferndale Foods MD James Logan. About 600 jobs are affected.
Wal-Mart-owned Asda, the UKs second largest supermarket chain, told Packaging News that the retendering process started 18 months ago and that Ferndale could not deliver on the criteria it was seeking. Among these were British-sourced ingredients, including beef, and more authentic recipes. Asda is relaunching its ready meals this winter with new packaging.
Old news but still making headlines:
Aquasol takes product authentication further
Aquasol, part of the Stanelco Group, has created a patented multi-layer laminate labelling system called PulsLine. Following 10 years of research and development, the intelligent, tamper-evident, anti-counterfeit system is ideal for many industries, including pharmaceutical.
When applied to form a seal, PulsLine provides evidence of tampering that can be detected both visually and electronically. It features a security thread derived from the bank note industry, greatly increasing its value as an anti-counterfeit device. It can also be designed to incorporate bio-codes, DNA, RFID tags and holograms for extra security.
http://www.packagingnews.co.uk/newsproducts.php?category=Industry+News
Dormar
- 16 Oct 2005 18:22
- 11629 of 27111
In relation to Starpol 2000, it is very interesting to read in the T&G report (p10, 2nd para), that Starpol now has a clear economic benefit over petro-plastic alternatives. Whilst this appears to contradict Stanelco's own RNS ( dated 12th Oct.) which states that the cost of Starpol is "not significantly greater than conventional plastics", ( implying that it is in fact more expensive ), the benefit that T&G refer to could be down to other factors such as Starpols superior gas barrier properties ( leading to a reduced raw material requirement in MAP packaging ), and the ability to recycle offcuts.
Further reductions in the cost of Starpol could be expected as the volume of production increases, due to reductions for volume in raw material costs ( ie NatureWorks' PLA ).
Add to that the environmental benefits of Starpol and the case for switching from conventional plastics becomes compelling.
Put Starpol and Greenseal together, and you have a potentially winning combination.
If Walmart decide to take up this combination, it is not likely to be before they have seen the results of the ASDA Starpol/Greenseal trial, and certainly not before there is FDA approval covering all foodstuffs in North America. They will also need the ability to supply the kind of volumes of Starpol that Walmart would require. The T&G report believes the blending of Starpol would be sub-contracted to a third party. All this will take time. So any Walmart announcement is, in my opinion, some way off.
If such an announcement does come, it will likely lead to profound spike in the share price!
Brandname
- 16 Oct 2005 18:29
- 11630 of 27111
Which means that if the packaging news is Starpol and Greenseal, then Northern Foods are adopting the technology which some of the other bashers on this sight and other sights said was not happening, obviously a problem with Greenseal etc etc, this was why the Share price was plummeting.
Looks like not !!!!!!!!!!!
iturama
- 16 Oct 2005 18:38
- 11631 of 27111
Brandname.
I can only assume you that you have a direct line to PM1. I have no problem with that, Paul overreacted to criticism but I preferred his enthusiasm to some of the bashers around here.
At the end of the day, it is the company that will make this share move - for good or bad.
Must add that we have tried Aquasol and we were impressed by its ease of use and performance. Bought it at Asda at a very competitive price. We went back for more this week but nothing on the shelves.