bosley
- 20 Feb 2004 09:34
explosive
- 03 Jul 2006 19:46
- 17526 of 27111
Kim hahahahaha!! LOL now theres a statement I'll happily second. Lets also remember that if you really want to go green you'd simply give up smoking which isn't good news for these filters however you look at it.
Now if SEO can develop an antil cancer filter, the tobacco companies would que up for them. I'm sure the yearly legal battles being driven to 0% is attraction enough.
pinnacle
- 03 Jul 2006 20:01
- 17527 of 27111
Just thought I would mention the following.
Eastern Europe and China are very much into smoking - to such a degree that cigarettes are used in deal making, such are there perceived value.
I wish people didn't smoke, especially after losing members of my family to cancer, but as people will not give up the new filter will help to make the cigarette companies appear to be concerned and even caring - very dangerous but true.
Stanelco would find it difficult to develop themselves - a conflict with the food industry - so much better to accept either a payment for the idea/concept or receive royalties per pack etc.
Remember going green is not cheap a paper cup is 3p more than a plastic one and clients as well as customers won't pay.
People like the idea of green but don't want to pay for it.
On another point what if Stanelco was bought - anyone with any sensible thought on how much the company would be worth?
kimoldfield
- 03 Jul 2006 20:13
- 17528 of 27111
I suppose, putting the whole thing into perspective, the tobacco companies really don't give a damn but if they could be percieved as doing 'something' to help the world then they would look at biofilters as a way to salve their conscience. They don't fool us though, do they?!
kim
ptholden
- 03 Jul 2006 20:16
- 17529 of 27111
err, why would anyone want to buy SEO?
They are a loss making company and struggling to create revenue streams.
Harsh but true.
kimoldfield
- 03 Jul 2006 20:35
- 17530 of 27111
Perhaps a little too harsh there PT! They DO have some excellent stuff in their portfolio and they are close to making a success of things. There has been too much management optimism perhaps, or have they just been playing for time? Either way SEO have got to be on the verge of making a success of their technology and it is probably make or break time when they release the Interims: no really good news, shareholders will be dumping their holdings quicker than a smoker dumps his/her ash on the pavement, however a statement that GreenSeal is now a success story and Starpol is wanted by all the big names - well, I leave you to guess which way the sp will go!
kim
explosive
- 03 Jul 2006 20:41
- 17531 of 27111
Loss making company, cheap sp, struggling to create revenue, patients plenty, and lots of potential, in discussion with some very big players..... Actully I think there are plenty of companies that may be intrested in a takeover or aquiring a good percentage of shares. It really all depends on immediate cash injection, its what all shareholders want and the rewards for such a player could well be very high. Lets not forget a partner in manufacturing and distribution could well speed up taking products to market and give SEO a needed cash injection for a % royalty in a product.
Finaly Pinnacle, cigarettes or cigars used in deal making. As you know cigars are smoked less a filter device!!
ptholden
- 03 Jul 2006 21:20
- 17532 of 27111
Kim, I sincerely hope that SEO are on the verge of making a breakthrough and yes they do have considerable potential. But at the moment potential does not create revenue, which is what they need, becuase if they don't get a move on they will be back to the Market for another top up in about 6-12 months time. There is a history of companies with breakthrough products that never quite got there, despite lots of hype and promise. I am not knocking SEO as such, but I am taking a pragmatic approach to their prospects based on the lack of success thus far. As is the way with many multi-bagger, over-hyped stocks SEO is now probably very much a long termer to reach the previous dizzy SP heights of 30p. It will take at least a year for the much vaunted 200 ASDA conversions to be completed, if indeed they ever are. Thankfully they have other products to create the required revenue.
Explosive, so why arn't these 'interested' companies snapping up SEO stock at the bargain price of 8p?
Possibly because the company is not worth 8p per share?
Believe me I will be a very happy bunny if the SP rockets, but there seems to be a lot of grasping of straws within this thread. Just about every possible avenue of using SEO's products / patents was explored during the reign of Paul Masterton and now it seems we are going around the whole thing again. Good grief!
Anyway, good luck.
pth
kimoldfield
- 03 Jul 2006 21:30
- 17533 of 27111
Yep, tight grip of assets required from now until Interims!
kim
explosive
- 03 Jul 2006 21:31
- 17534 of 27111
ptholden - Or maybe there as keen as we are to see more than one Greenseal machine installed contract signed for goods or services. After all if such a company was to be looking at SEO for a % royalty there going to need to know how much capital investment is required in the first instance.
explosive
- 03 Jul 2006 21:35
- 17535 of 27111
SEO have already signed a contract with an American engineering firm for greenseal rollout if I remember correctly. Not sure if the contract is still valid now though with all the delays.....
oblomov
- 03 Jul 2006 22:05
- 17536 of 27111
garyble,
I did email it to you. I'll PM it on FYB
EWRobson
- 03 Jul 2006 22:53
- 17537 of 27111
The prevalent opinion appears to be, as well expressed by Kim, that Interims will be make or break time. May be, but I suggest that they may be yet another anti-climax. Decent progress on discussions, perhaps a non-committal trial here and there, a little bit of cash actually being paid for a GREENSEAL installation. But nothing to get the sp moving. Nice support level at 8.1p because funds have recently been raised at that price and these funds will be looking for a return in a year or two, not immediately: surely that is the basis on which SEO will have raised the funds. 18 months ago SEO were trading at 6p; quite reasonable progress in the interim so an 8p price is in the right ball-park. No need to regress back to 6p. What is needed to get forward movement? Obviously the ability to project some positive revenues which are commensurate with the current cap. I suspect we are a few months away from having confidence in such projections.
Eric
rmhyams
- 04 Jul 2006 00:00
- 17538 of 27111
For Oilywag
I am not inflated with my own self importance. You asked for questions to be put at the AGM, to which I replied. You attended the AGM, and never reported back despite my requests. I note the threat. It takes me back to the bootroom at boarding school.
kimoldfield
- 04 Jul 2006 08:35
- 17539 of 27111
Amazing what a difference a director buy will make; Peter Leyland, director of ZiMedical, bought 200000k in ZIM on Friday (5,200) and the sp goes up 37%. If only SEO's directors would do the same; maybe after the Interims??!
kim
Oilywag
- 04 Jul 2006 08:36
- 17540 of 27111
rmhyams
Here's my reply to your post.
The oily one
oblomov
- 04 Jul 2006 08:58
- 17541 of 27111
Eric,
'What is needed to get forward movement?'
The simple answer to that is:- A sound indication of decent future income streams.
You have recently seemed to adopt the opinion that this is long term. It already has been a long term investment and long term cannot mean forever!
We're told the Greenseal technical problems have been solved. We know Starpol and Wrap 100 have approval. We know SEO are involved in TALKS with Perseco, ASDA and WM amongst others.
There is now no reason for this investment to be considered long term . If SEO are going to generate decent income they are in the best position to do so now - another year wont improve that.
If it doesn't happen very quickly (i.e. firm contracts and good future income stream projections) this company will sink like a stone. We need to see the PRESENT situation turned into money.
Going quiet on a product, putting it on the back burner and then introducing a new product that Howard is 'very excited about' will not work forever. They've done well to last 3 years doing just that. I can hear chickens!
Mad Pad
- 04 Jul 2006 09:10
- 17542 of 27111
No trades showing yet?
bosley
- 04 Jul 2006 09:15
- 17543 of 27111
oblomov,
"If it doesn't happen very quickly (i.e. firm contracts and good future income stream projections) this company will sink like a stone."
isn't going from 30p to 8p a bit like sinking?
as for whether seo are a leaky company, take a look at the chart. before every spike , (good news), there is a significant dip in the sp and increase in volume. surely this can only be manipulation. people knew something was coming.
oblomov
- 04 Jul 2006 10:20
- 17544 of 27111
Agree re 'leakyness' Bos - and this is indicative of an unprofessional managment team, IMO, particularly when they choose to ignore evidence of a leak presented to them by an investor and to ignore that investors emails.
If they take a blase attitude to leaks what else are they taking a blase attitude to?
RE sinking like a stone - I wasn't referring to the SP - I was referring to the companies solvency.
EWRobson
- 04 Jul 2006 15:36
- 17545 of 27111
oblo: I was not intending to give the impression that I had changed to a long term view but I was trying to respond to a very natural short-termism by some on this thread. Two months is really very short-term and it is only two months since we had a pretty comprehensive coverage of their current negotiations. Given the size of the companies that they are dealing with and the potentially complex negotiations then we should not be alarmed if we still do not have firm contracts in place. Yes, there should be visible progress, but this does not mean that we will be in a position to lay down firm revenue forecasts.
Eric