bosley
- 20 Feb 2004 09:34
Chelsea1957
- 11 Feb 2005 18:45
- 1207 of 27111
Chelsea1957
- 11 Feb 2005 18:59
- 1208 of 27111
I'm one of those "lurkers" that do a lot of reading and not a lot of posting. I have a wide ranging portfolio of over 60 stocks spread between FTSE 100 - AIM stocks analysed over all the different sectors and have recently gone overweight on oil ( rumour has it that prices are heading to over $80/ barrel) and commodities (ever increasing demands from China, India etc). I also like "dividend stocks" but also small fast growing AIM stocks too. Income and Capital growth are my 2 main aims - and since the demise of my Equitable Life pension provisions have decided to manage my own money - and am not doing too badly. Personally I think a monkey throwing darts at a dart board is as likely to perform as well as the so called "city professionals". Anyhow my attention was drawn to this stock by somebody on one of the moneyam threads and I got in to this stock at the beginning of the week at 10.25 and today have just gone "overweight" by buying some more at 17.5 pence. Then I realised that I had got a little excited and in my eagerness had made a mistake 'cos I thought that the price would drop last thing Friday pm ...but it hasn't. I am a long term investor so even if sp does drop a little short term, I'm not too worried. Big capital gains are made long term. So thats where I'm at ...hello everybody ...a very interesting thread with lots of good stuff!!!!
Clive
superrod
- 11 Feb 2005 19:19
- 1209 of 27111
forget "overweght" and all of the other cliches......just be thankful you are in a stock that is just gonna keep rising ( obvously not for ever ). WATCH THE TRADES. the BIG guys are STILL BUYING. im still pissed off that i had to drive home to trade online because tdw was busy. cost me 0.75p a share but worth the punt imo.
i reckon a real rollercoaster from here as loads of punters are looking at massive gains and will unload
stockdog
- 11 Feb 2005 19:23
- 1210 of 27111
I share your sentiments about EL and others like them, also the FSA for doing nothing till it was too late and then forcing them to sell equities at the bottom of the market. My pension fund is worth what I have put in over the last few years - great ROC that is!
The thing about monkeys, Clive, is that at least they remember to let go of the dart! Ho ho :)
I too am o/weight oils, gold, mining. Peak Oil is an interesting topic, also look at the DOW and FTSE measured not in $ and , but in ounces of gold since Reagan took the dollar off the gold standard in 1972. All this leads natuarlly onto biofuels and thence degradable plastics - they are the new oil, I believe, perhaps we can call it plastic gold.
SD
bosley
- 11 Feb 2005 20:38
- 1211 of 27111
flippin' 'eck!!!! blimey charlie!!!! i am so glad i was at work today.take my hat off to those of you who kept watch today, must have been exciting as hell. hello to the lurkers coming out of their closets. welcome. nice, innit. not really a lot i can add to whats already been said. bloomin' marvelous!!! it almost feel like the good old tech boom days!!! ahhhh happy days!!
chelsea1957(it will be your only time , too) i came to a similar conclusion about city professionals.
adieh, you shocked me. a fiat coupe ...in red????? fiat sports cars , black, always; alfa romeos and ferraris, rosso red.
(ive deleted and re written large chunks as i dont want to offend the ladies and sensitive souls out there.)
as for next week, i think there is more to come.
EWRobson
- 11 Feb 2005 21:09
- 1212 of 27111
bos: you've beaten me back! It was quite easy taking in the 2p rise to 17p; not so easy taking in 122 posts. Good stuff though from new and old posters, (one at 95!), attractive and less so posters. Now I'm going to have a real problem with my Blue Index man early next week who says he is going to twist my arm to close one of four CFDs at 18p. He has accepted my argument that they will shortly be at 18p, but not that they will be 20p, probably before the prelims. So where, do I ask, will they be when the ASDA deal is announced? One thing is certain, there is nothing written into the price which should not be there. So why are so many taliking about taking profits? Despite my earlier remonstration, Adie still talks about paper profits as if the money was better off in the bank than in SEO. Get real, I say! Let me repeat - your money is not in paper (well, mine is in a contract for difference, but that is electronic, as well); your money is invested in an asset and that asset is growing rapidly in value. You wouldn't sell your house to put the profit in the bank and then buy it back next week at a higher price, would you? There is a nice little word that it repeats quite a lot in Shares - its called HOLD. If you're not overweight to at least 33%, they have another bigger word, called ACCUMULATE. If you're watching in envy, sorry that you didn't get in, they have another word, which is BUY. Simple really! One final word: this is as big as ASOS was last January. OK, I accept that it is 10 times the cap. of ASOS then, but this is still a 3-bagger from here this year. Tuck this post away or put it on a Post-It note. C'est le realite, vraiment!
Eric
bosley
- 11 Feb 2005 21:24
- 1214 of 27111
mr. french connection. just read your post on the bprg thread. curious to know where you got your information from.
"Now having said all that they have proven without doubt in a prolonged High court action that ownership of a family of patents regarding intelectual property was undoubtadly infriged upon by SEO. Talk of 15m in punitives damages and incurred associated legal costs are on the cards. Now SEO have a mere derisory 800k in the bank and under usual circumstances such a court case would have sunk them without trace . A Phyric victory for BPRG you would agree and pretty typical to be honest of the way business is done at BPRG . But as seldom happens in such scenarios - Father luck seemingly makes an appearance ; and SEO announce they also have seemingly commercial interlectual properties of thier own in RF tec and are in trials with a number of retail giants . . A technology that could yield untold millions if deals are struck with their suitors like Asda and through them to Wal Mart . C'est le vie ! Now irrespective of how revolutinary and marvelous this RF tec proves to be it DOES not erradicate the problem of the small problem of SEO stumping up 15 million quid !! And pretty sharpish,, .. .l cannot UNDERESTIMATE the importance of SEO finding such monies . .But how ? Well as it happens BPRG {whose legal costs were paid by thier insurers} are in a position, what with 20m in liquid cash, to settle the small problem of Seo's court costs and in return for that and punitive damages a 20% interest in SEO would seem reasonable. ...Now thats a deal that may allow BPRG to progress ( pun unintended) and Seo to survive. C'est marche ou creve ,, Personally i dont believe CEO Balchin is up to the job and as for the addition of a Durlacher man to the SEO board cuts no ice with me and , as such, l remain unimpressed . Does anyone know of a successful lPO or company backed by DUC ,? LOL ..As for BPRG without such an interest in SEO i see very little material change to thier chequered past for the immediate future."
where do you get this figure of 15 million from? why on earth would seo give up 20%? i would also add, ceo balchin and the board have got seo to this point pretty impressively. and finally, why do you pretend to be french?
EWRobson
- 11 Feb 2005 21:35
- 1216 of 27111
bos: The French Connection posting here claimed to have a major holding in SEO. Appears double faced. Now, it may be that B**G see that it could be easier earning some money by going for SEO through the courts than build a business themselves, but I suggest SEO just get on with their business and we keep this thread honest.
Eric
EWRobson
- 11 Feb 2005 21:47
- 1218 of 27111
I know what! We will do a DIL on him (backed Wales last week) and thrash the French tomorrow!
Eric
moneyplus
- 11 Feb 2005 21:48
- 1219 of 27111
I've added another chunk today!! Bos you can swear in french--we won't understand it! LOL MP. have a good weekend all.
driver
- 11 Feb 2005 22:01
- 1220 of 27111
Correction it was the 9/02/05 F/Connection said ,,,,,l currently hold 700,000 ,,,,and am keeping the entire holding.
And on the 4/02/05 he said
ln short BPRG is a stock that proves the adage that all that glitters is not gold .Upon perusal and on the face of things it appears a real gem with some remakeable technology in its own right .But upon examination it is flawed.Seriously flawed. Recently it has become one of the heaviest shorted stock on the exchange and personally i am amazed it has not sunk to sub 55p
It seems he plays one stock of against another.
bosley
- 11 Feb 2005 22:02
- 1221 of 27111
thanks moneyplus. will dig out my old french dictionary and be prepared , unless he gives us a satisfactory explaination for his seeming duplicity.
driver,i do that sometimes, go back to the start and re read postings. no more sign of apple, roma or petralva all there at the start.i know apple lost the faith after the cc but what happened to the others.ruthies fund was there too , slightly different name now.
aldwickk
- 11 Feb 2005 22:59
- 1222 of 27111
I know the french connection and he is french and he has 700,000 SEO.
I have nearly 3/4 of my portfolio in oil and gas, oil price is $47 + and that
is with a mild winter on both sides of the Atlantic and with no major disruption to supplies, my two main stocks are JKX and BUR, the rest is made up of gold , zinc, nickel and diamond stocks, main ones are GFM,FDI,AVM and a few TMC,AFD,CDN and NML.
andysmith
- 11 Feb 2005 23:15
- 1223 of 27111
Unbelieveable, so many new posters this week, welcome to the good ship Stanelco.
A few points from me about this week.
BOSLEY, believe it or not quite relaxed this week, WE always knew one day this would happen but CLUCKING BELL!!!, it takes so long now to read the posts.
DRIVER, like the 150p mate, I too think >1 in 18months and further dependant upon success of this, END PROFIT depends on having the bottle to HOLD.
Anyone Overweight??? I am >50% but so what when its due to huge profit surges in an investment, not a good reason to sell yet. DYNAMITE, I too will add on any dips, may soon be OBESE on SEO!! MY TARGET, havn't got one yet because it has a long way to run and we don't yet have ACTUAL profit indications but predicted 50m pa gives EPS 5-6p xPE say 20 (cheap!!) STOP-LOSS!!! - STOP YOURSELF THINKING ABOUT IT!! Some poor sods will have sold this week with settings to sell on %profits whilst away from their screens AND PLONKERS LIKE EVIL KNIEVAL will shake you out unnecessarily, maybe worth it later but not yet!! ADIEH, are you now convinced??? well done anyway cos I know you got in when the food packaging first started to develop and some BPRG folk might have put you off. EWROBSON, maybe you could ask Mr Balchin to open your extension??
and FINALLY, FRENCH CONNECTION, why do you look like you support SEO on this thread and then talk such EXCREMENT!! on the BPRG thread saying BPRG should go for 20% of SEO and Balchin has done a crap job!!!!! He is doing an excellent job dealing with Asda. Typical French, say one thing to your face and another elsewhere!! I am away again next week in the packaging world, what will I come back to next week?? Well done everyone!!
bhunt1910
- 12 Feb 2005 07:55
- 1224 of 27111
Good summary andy smith - and thanks for helping me re focus
Baza
A Ruthies Fund
- 12 Feb 2005 10:01
- 1225 of 27111
Bosley
Yes that's me. Got in first 14/07/2003 @ 3.9p. Been in and out several times since and SEO has been lucky for me ( unlike CW. , BIR ...oh dear I have made some dreadful investments ). Ah well current position outways all that 38% and averaging 7p. Which makes me a very happy girl!
Aldwickk
Got some of yours on a watchlist at the mo...CDN looks interesting but currently going with YOO
Andysmith
Good ship SEO definitely...even the rats are sunbathing
Have a good weekend everyone I'm off somewhere quiet with hubby.
AdieH
- 12 Feb 2005 12:10
- 1226 of 27111
Good post andy, yes took a little profit early week (oh well) but still got majority of holding, like you not sure of target at present, did set at 20p and was going to sell half holding but need to reassess but don't want to be caught out again.