bosley
- 20 Feb 2004 09:34
JJS
- 06 May 2006 22:02
- 16319 of 27111
Scrooge,
Who are the others you mention, I don't see them here ?
Not that I care if you have me confused with other posters, and we all know it's so easy to point a finger at anyone, from somewhere across the internet, please yourself !
JJS
- 06 May 2006 22:07
- 16320 of 27111
Oblomov,
I do hope we see deals like I mentioned, coming from SEO within the next two weeks, just to give us something more solid to work with.
oblomov
- 06 May 2006 22:11
- 16321 of 27111
I cant disagree with that, JJS. Unfortunately, with SEO, two weeks has a tendency to drift into 2 years. I'm still holding, but getting increasingly less hopeful.
JJS
- 06 May 2006 23:07
- 16322 of 27111
Tonyrelaxes,
RE - "Fidelity-
This may have been CF3's "big buyer" of a few weeks ago - within what time limits must stakes be reported ? Also it may not be such a big purchase afterall as they could in theory have been sitting on 2.9% for ages and just topped up with 1.2m more shares."
From the evidence you look very close to the truth there :)
As you can see below, Fidelity have been buying heavily since last October,
an average of nearly 2m a month !!, most likely CF3 was right about the big buyer like you say.
The good points to note are that several different fund managers, not just in different offices but in several jurisdictions, have picked SEO stock for their own funds and for their own reasons, very positive in my mind.
Total held on 31 October 2005 ------- 17,996,957
Purchased since 31 October 2005 ---- 11,351,743
SEMI - ANNUAL REPORT & ACCOUNTS UNAUDITED for 31 october 2005
http://www.fidelity-international.com/docs/business_centre/common/ffsemiannualra.pdf
Funds holding Stanelco stock at the time were :-
European Smaller Companies Fund
International Fund
Fidelity Gestion Dynamique
Fidelity Section Europe
Fidelity Section Internationale
FPS Global Growth Fund
FPS Growth Fund
FPS Sterling Growth Fund
Growth & Income Fund
MoneyBuilder Europe Fund
MoneyBuilder Global Fund
Fidelity Target 2010 Euro Fund
Fidelity Target 2015 Euro Fund
Fidelity Target 2020 Euro Fund
Fidelity Target 2025 Euro Fund
Fidelity Target 2030 Euro Fund
FAWF International Fund
To find other funds that hold Stanelco stock, go here !
http://www.google.co.uk/search?hl=en&as_qdr=all&q=fund+stanelco+filetype%3Apdf&meta=
chocolat
- 07 May 2006 00:07
- 16323 of 27111
Oh stop playing games, JJS - you've met Paulwotsisface and he's a very nice man?
Well of course - you and he are one and the same and that's the end of it, so move on.
oblomov
- 07 May 2006 08:40
- 16324 of 27111
Thanks for that, JJS. Your most useful post to date, IMO. SOme facts at last.
garyble
- 07 May 2006 10:21
- 16325 of 27111
Zscrooge,
I do hope you're also having a bit of fun as well as EWR and myself.
The 1.25 sp came from a misquoted trade entry on this website {trades page} pointed out by myself.
SO lets look forward to 25p before we start talking of s.
oblomov
- 07 May 2006 13:51
- 16326 of 27111
Lets look forward to 15P before we start talking of 25p!!
JJS
- 07 May 2006 14:46
- 16327 of 27111
chocolat,
Yes I have met him, we have a similar hair colour, and thats about it.
JJS
- 07 May 2006 14:54
- 16328 of 27111
Oblomov,
It now looks very likely Fidelity were indeed the big buyer, pushing the price down as the MMs worked their order(s), and as the price is still being played with(movement on no reported volume, and no big trades late in the day ?), they or some other biggie could still be accumulating, at the cost of PI stop losses.
The future looks good for SEO as far as funds are concerned, as they have years to run to maturity, some have tens of years, so Fidelity and other big institutions don't care about causing a price drop in order to fill a big order now, and get the stock into those funds at the lowest price they can get.
oblomov
- 07 May 2006 17:07
- 16329 of 27111
Yes, JJS, I agree. This is still by far the most encouraging news of the week for me. I wasn't aware till now Fidelity had bought in.
JJS
- 07 May 2006 17:32
- 16330 of 27111
Oblomov,
You might also find this very encouraging. I just had an E-mail from PM1 to say that Stanelco will be 'Co Hosts' of The 2nd Annual Sustainable Packaging Forum, September 26-28 2006, alongside Tetrapak
This is shown at the bottom of this page
http://bnpevents.com/PS/2006/SPF/index.htm
EWRobson
- 07 May 2006 22:43
- 16331 of 27111
JJS. I think PM's credibility is improving. He gave the news re the WalMart and Tyson visit and we then have it confirmed at the AGM together with the Perseco talks. However, I wonder if there is any justification for thinking these will turn into business in the short term. Its also an interesting suggestion that the MMs deliberately reduce the price to cause forced sales through exercising stop losses; hadn't thought of that - never believed in the SL and there seems poetic justice in it being used in this way.
Still puzzled about the Greenseal comments re an ASDA extension which didn't seem to fit with the positive visit of WalMart to Gardners. Can any others who were there who might have heard the comments clearly?
Also agree the 25p target for this year. Mind, I do suggest that once this share starts moving it will have a long run up, putting behind it the previous peak.
Eric
JJS
- 07 May 2006 23:07
- 16332 of 27111
EWRobson,
It was Grampian Foods they visited :)
The AGM statement looked to me like thay were in late stage talks with Perseco, to conclude the deal on integrating Starpol into Perseco's supply chain, by the creation of the micro manufacturing facilities. I do think Perseco will be stumping up a large amount of cash, for a cut of the profit.
The other thing they said was talks with Wal*Mart on trials of Starpol 2000/3000/wrap, and that also implied a trial period would be decided, and hopefully announced.
JJS
- 08 May 2006 07:42
- 16333 of 27111
Oblomov,
If you like the fact that Fidelity have been buying, you might be even more impressed to see that their CEO has been buying too, and he is a multi-billionaire !
From Paul's discussion board
Stanelco have a BIG cheese on board
.
MR. EDWARD C JOHNSON, III - C.E.O. F.M.R. CORPORATION
82 DEVONSHIRE St BOSTON, MA 02109
Yes, he is the C.E.O of Fidelity, and he's worth BILLIONS
http://www.forbes.com/finance/lists/10/2003/LIR.jhtml?passListId=10&passYear=2003&passListType=Person&uniqueId=ISH7&datatype=Person
Edward C Johnson III , 72 , self made
Source: mutual funds
Net Worth: $4.1 bil
Home State: Massachusetts
Marital Status: married , 3 children
Harvard University, Bachelor of Arts / Science
Edward and his daughter Abigail run Fidelity Investments, nation's largest mutual fund company
http://www.washingtonpost.com/wp-dyn/content/article/2005/08/09/AR2005080901602.html
oblomov
- 08 May 2006 08:24
- 16334 of 27111
Thanks, JJS.
I see that old chestnut of the MM's manipulating the SP (EWRobson, above).
This one comes up time and time again. My understanding is that the SP is set purely by 'supply and demand', and cannot be manipulated by the MM's under sets.
Can someone in the know give us verse and chapter on this , please?
JJS
- 08 May 2006 08:47
- 16335 of 27111
Oblomov,
As I understand it any MM can play SETS just like thay can their own book, all they have to do is put in all their buy orders at lower prices than the current offer, and wait for someone to oblige, eventually the price is walked down.
Oilywag
- 08 May 2006 09:34
- 16336 of 27111
JJS
Do you work for a firm of stockbrokers?
The oily one
garyble
- 08 May 2006 10:00
- 16337 of 27111
JJS,
How do you or PM1 know ECJ has been buying SEO? and if he has what's his holding?
greekman
- 08 May 2006 11:15
- 16338 of 27111
Sorry to go off thread but anyone else having problems re links. Each time I click on a link ( such as thread list, stockwatch etc ) I have to re log in.