bosley
- 20 Feb 2004 09:34
Bugz
- 24 Feb 2006 08:37
- 15031 of 27111
EXCELLENT!!!
Well weren't the faithful correct in the end-taken longer than expected but at last the potential is showing itself!!! I too wasnt expecting this announcement until after, or at the same time as the finals.
I dunno where this is heading as no figures are mentioned and the rise is going to be all speculation. Views Alan, Baza, Driver et all?!
hewittalan6
- 24 Feb 2006 08:39
- 15032 of 27111
It will be worth watching to see if Wal Mart announce it this afternoon. I don't think they will but if they consider it worthy of a release then we really are playing out with the big boys.
tweenie
- 24 Feb 2006 08:41
- 15033 of 27111
Anyone care to hazzard a guess at what the 'fast tracked' lines might entail/be?
Greenseal will obvioulsy take time to implement.
treikiman
- 24 Feb 2006 08:45
- 15034 of 27111
Bos I hope that you got back in
greekman
- 24 Feb 2006 08:46
- 15035 of 27111
Ok no figures yet ( no doubt possibly some indication in the results ) but they must be the Asda figures x by, well how high is skyward.
bosley
- 24 Feb 2006 08:53
- 15036 of 27111
not wishing to piss on anyone's chips, but , no deal has been announced. the announcement only says that seo are part of a larger group of businesses that walmart are speaking with to improve their environmental record. saying that, it is fantastic news that walmart are in advanced discussions with seo.
Bugz
- 24 Feb 2006 08:53
- 15037 of 27111
If Walmart do announce, the we'll see the sp get a real boost from investors on the otherside of the water as for manyof them, SEO wont be on their radar yet. Unlikely though its true.
jammyjimmy
- 24 Feb 2006 08:56
- 15038 of 27111
BLINGER, MATEY..........WHY THE LONG FACE?
Who's the cretin now?
ROTFLMAO (in spades) .......:>))
bhunt1910
- 24 Feb 2006 08:59
- 15039 of 27111
Quite by chance - i topped up yesterday and took out a cfd - as I was feeling fairly confident over longer term - and I go on holiday tomorrow for 2 weeks - and the sp always goes up when I go away - and the results are due out next Tuesday.
I felt confident that all of the bad news was already in the price.
I think the response so far thhis morning has been muted - as again - no figures, no contracts and WM are notoriously hard nosed over their negotiations.
Not sure that I expect any more progress today - migt even pull back a tad - as always - but I will expect a steady rise over next couple of weeks - and maybe - just maybe an SP of between 18 and 20 by the time I get back.
baza - being catiously optimistic
hewittalan6
- 24 Feb 2006 09:00
- 15040 of 27111
Tis a fair point, Bos, but the RNS does say that WM are seeking to fast-track SEO products. Not a deal, maybe, but it sure as hell stinks of commitment.
Alan
robinhood
- 24 Feb 2006 09:00
- 15041 of 27111
Hey, aren't we forgetting something????????? If Walmart is now stepping onboard then obviously the ASDA trials have gone very well ,which is very reassurung to know
bhunt1910
- 24 Feb 2006 09:01
- 15042 of 27111
Good point Robinhood - I hadn't thought of that
predateur
- 24 Feb 2006 09:15
- 15043 of 27111
With the Walmart news today and projecting the capital requirement I think SEO will need to raise cash to fund the expansion.
We have a large number of SEO shareholders posting on this board and more I would imagine if the other side is involved with us.
With us on what you may ask.
Raising cash by share issue will also raise the thorny question of dilution.
How about if we approach the board and request involvement in their next fund raising.
If they agree, the way I see it is that we could have a board of say 3 members who are responsible for collating the posters requirements and having a collective application. The shares then reallocated in the proportion of each posters application.
We may be able to negotiate a discounted price.
Upset the big boys.
Would we need FSA approval ?
Crazy idea ?
Those with more knowledge advise.
Predateur
hewittalan6
- 24 Feb 2006 09:21
- 15044 of 27111
Nice idea, Predateur, but we would certainly need FSA approval, if we were to all give our cash to one person, as they would need to be registered to hold client money. If we created an escrow account then the organisation named as account holders would need it. If one person bought and then redistributed, they would become a broker and need authority.
The only way to do it is as an investment club, and even that may need approval nowadays. Credit unions certainly do. I also think the FSA would not consider a club for the purposes of one share an investment club.
An easeier alternative may be to lobby the board for an offer that will allow PI's to get in at the same price as the broking houses.
Alan
kimoldfield
- 24 Feb 2006 09:23
- 15045 of 27111
Predateur
Another possibility is funding by Wal-Mart, they are committed to improving just about everything nowadays and if they feel that SEO have the best solution to better packaging who knows what they may come up with.
kim
hewittalan6
- 24 Feb 2006 09:30
- 15046 of 27111
Or may have already come up with.
Long shot, but who remembers the discussion a few days ago about the WM RNS and the enigmatic bit about the contract in the supply chain that was irrecoverable if the contract was cancelled?
aldwickk
- 24 Feb 2006 09:33
- 15047 of 27111
Why no big jump in share price on this news ?
kimoldfield
- 24 Feb 2006 09:33
- 15048 of 27111
Yes it was buried deep in the report, very obscure, but it did make me think.....the figure was $163m I think, NOT ENOUGH!!
kim
greekman
- 24 Feb 2006 09:35
- 15049 of 27111
Still think punters are awaiting the results, in case of any nasty suprises ( can't see there being any myself ) then no doubt it will take off.
kimoldfield
- 24 Feb 2006 09:53
- 15050 of 27111
greekman
Yes, early trading showed the faint hearted getting out quick, probably based on the "why give this good news now, results must be worse than expected" theory. My heart is solid!! No matter what the past results were, the future is the only important thing now and with everything that is going on around SEO it has to be goooood?!
kim