bosley
- 20 Feb 2004 09:34
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
greekman
- 24 Feb 2006 09:56
- 15051 of 27111
kimoldfield,
Yes, I agree. The RNS being price sensitive had to be released, but yes many will think why now.
robinhood
- 24 Feb 2006 09:59
- 15052 of 27111
oh bling oh bling..............april brent crude up $0.70 p/bbl..........seo up 1 point....tgif
aldwickk
- 24 Feb 2006 10:04
- 15053 of 27111
Seems a few people were slow to pick up on the news, over on the AOL bb there is no mention of the news and i know there are many who hold them. I got back in @ 16.43.
aldwickk
- 24 Feb 2006 10:06
- 15054 of 27111
Weekend press to look forward to.
Biscuit
- 24 Feb 2006 10:12
- 15055 of 27111
I don't think this news is showing correctly, if you go in under seo on the London Stock Exchange site, this RNS doesn't show up. I haven't recieved my usual email when there's an RNS from companyannouncements. I believe some people may not have seen the news.
stockdog
- 24 Feb 2006 10:12
- 15056 of 27111
Predateur
1) I believe SEO's strategy is to use its own funds for R&D and marketing, but to use JV partners to finance and manage manufacture - so I don't necessarily see a capital raising in prospect.
2) You idea of a collective access by PI's to sahre issues, toally agree - I have read somewhere in the last 3-6 months there is a broker of some sorts offering just that service. Sorry, can't for life of me recall what, where who, but it struck me as a great idea - all professional FSA reg'd etc. - was it RHPS or MoneyWeek?
Bos - hang your chips on the radiator, there's still time to dry them off. They didn't make the RNS announcement to let us know talks had gone badly!
Chartwise, I love the gap-up break out above the recent 16p resistance level - fabulous news.
sd
kimoldfield
- 24 Feb 2006 10:13
- 15057 of 27111
aldwickk
I hope the press make some comment this time! I bought SEO on a Daily Telegraph tip when the sp was 3p, they have not had much to say about them since then (glad I followed the tip though!)
kim
cellby
- 24 Feb 2006 10:17
- 15058 of 27111
im in for a few at 16.45 haVe these from last year 21 and 23.5 hoping this news should close the gap this year,contract with walmart that was the dream that pushed the share price up last year.
jameshunt1985
- 24 Feb 2006 10:35
- 15059 of 27111
Hi all,
I've been following stanelco on this bulletin board since I bought in to SEO back in november of last year. Been loving the Bling Banter!! Hope you don't mind me throwing some of my opinions and predictions in to the BB soup to hear what you peps think.
To date no profit to speak of except that peak of 18 over xmas until today, I felt today may be a good day to start getting involved. As a couple of posters have said this morning, I think the reluctance for large investments from MM is purely due to the famine of figures, all these deals and announcements are all great and it bodes well for the future, but it gives no indication as to where SEO are right now and that I'm sure inhibits investment. Alan you were right on it on post 15013, when you're basically saying it all hinges on the figures on results day. I think by Walmarts excitement over the product, the ASDA figues should also be as expected or slightly better.
The next couple of days are gonna be really exciting can't wait!!
bring on the next tetrapak!!!
Hunty!