for more information about stanelco click on the links.

driver's research page link
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
website link
http://www.stanelco.co.uk/index.htm

Well thats all positive stuff - especially like the confirmation of Wallmarts interest & Germany - and at least we now know the duration of the exclusivity.

But - I am no expert - how are these results likely to be interpreted by market?

Baza

morning all. well, pretty much as expected. the numbers are crap but the future looks bright. it was good to read more detail about seo's product range and when i have more time i will have a look at the frogpack link. but, all in all, no surprises.

"Outlook

In the light of the Board's confidence that the Group's tray-lidding and
thermoforming technology will start to fulfil its huge potential, we continue to view the forthcoming year with optimism and look forward to being in a position to make further announcements regarding progress towards our first commercial orders for the technology soon. We are confident that negotiations with Asda Stores will continue to proceed towards agreement and that the first food packages sealed with our tray-lidding technology will reach supermarket shelves imminently."

fantastic!!!!!

Morning everyone, It was half term in Essex last week so I was busy entertaining the children. I have popped in from time to time but I have had little time to post.

As to SEO I think the same as Bosley 'the numbers are crap but the future looks bright'. If SEO goes down today and it may well do, I intend buying more shares as it will be a temporary drop. If it goes up that's good too and I am happy to hold SEO shares as they are going up, up and away!!!! Actually I hope it goes down for half an hour so I can gloat and buy more shares :-)

2005 is definitely a good year and SEO are going to fly.
Di

I am with you on that DI - but I am hoping that the sentiment will be positive from the off - with just a little blip to enable you to get in and buy more

Baza

If it goes down i'm in again, Di did you get to look at GMC last week?

Adie...very nice (GMC) no I missed that one still I am happy as I have GFM, VTI and HYR all bought a week ago and all in a nice profit ;-) The only other money spare at the mo is for SEO dips.
Di

Di: welcome back - missed you! Should have guessed the reason. Surprised you haven't got them playing the market yet. Never too young to make their first million! SEO easing back as expected. Don't expect anything dramatic. Its not too late to have a flutter on GMC even though up another 15% so far today: stock shortage; bid rumoured from Sportingbet; top casino internet portal via Hitwise; new Poker portal; Simon Cawkwell a 'declared interest' holder with prediction of 60p. Have taken out a new position today. My problem is that I have to take 20K out in the next day or two to pay deposit for daughter's house in Phuket - It'll be great staying there though in November. Good trading!

Eric

Hiya Eric...You are too good a father...it could get very expensive paying for all your children's deposits etc. GMC looks good but I don't want my fingers in too many pies and I could have eaily have missed the boat with it anyway. I am happy to stick with shares like SEO that I know will go up long term as well as in the shorter term.
Di

GMC have done well - I can't see 60p though. However I missed this and can't go there now. Another happy situation - NMI - they look good - they went up 34% on Friday and are up 20% again today so far - they are still very cheap though and their future looks bright too! Enjoy

Poverty
Check out ULT also still cheap.

I know there is little comparison between PET and SEO, but reading the threads on the bb's, reminds me of what was being posted just before PET went into free fall, posts such as " we will get this contract then we will be awarded others ,its as good as a done deal" and " this time next year we will be millionaires " also lots of investers being very overweight in the share with both companys share price way above their assets.

aldwick

Not that impressed with your comparison of SEO with PET; what you say could imply to a great many quoted companies. Your last post (warning!) from the other side presented a very strong case for SEO with highly relevant and unique technology which is taking the market by storm. The primary issue with ASDA is how much they will pay to have 1 year of excusivity before Tesco et al. join the fray. I suspect you either buy at 14p on the basis that the deal will be done or 20p - 30p when it actually is done.

Eric

Nice one Eric, why would Asda have been so heavily involved with this to back out now, they know the kind of figures presented so far and can see the benefits of the system, only question now is what price exclusivity for a time-frame?. Aldwickk, people are mainly overweight through buying at 4-6p and watching it grow before the bandwagoners joined in. I'm not selling out now just because I'm deemed overweight!!!

Fat chance of that, as you might say, AS
As Satchmo used to sing, "We've got all the itme in the world . . "
SD

I did say there is little comparison between the two , I was mainly refering to the mood among both PET and SEO investers at the time of waiting for news of a big company changing contract.

Thanks - Yea - ULT look a mad share - might be worth a punt!

That's OK, Aldwick. I was in on the PET euphoria, but the difference is palpable. PET was clutching at straws, whereas SEO has done excellent reearch and development, appear to have handled the marketing imrpessively and we are awaiting the rewards in terms of lucrative contracts. Nor are ASDA the only fish in the sea. They can only handle so much business so are probably perfectly happy to hold Tesco and the rest over to next year - and get paid for delaying them!

Re the timing question, an argument has occurred to me why this won't be resolved until 11th April. ASDA, with their suppliers, are gearing up already for the new equipment. SEO are gearing up for delivery. Nothing is being held up. Given a 1-year exclusivity deal, its better for ASDA that it starts on 11th April than 1st March, say - an extra 6 weeks! Hope I'm right because it allows other situations to be exploited before replenishing the SEO supplies. What sayest thou, andysmith, stockdog and frenchie?

Eric

I sayeth verily that we need to be a bit patient.

There's been lots of exciting movement up in the SP recently from 8 to 14 roughly deservedly on the back of good news about ASDA trials and proposed exclusive deal.

The results announced today would normally have clipped the SP's wings rather more severely than the 0.62 fall seen. So the recent good news and anticipation of more is offering good support.

But the good news and anticipation (especially this) is in the price until ASDA deal is signed and the terms of it made (partially) public.

I don't see the problem with waiting at the level we've got for the full 60 days. No one's going anywhere, stop fretting.

If I'm wrong and the share goes into decline, we will all make our indivudal decisions about stopping our losses or buying more on the dip.

Look at the pimple that Black Monday in October 1997 now seems on the overall chart! Got to expect a little bit of volatility on non-trading stocks.

I stand pat than you, dealer.

SD

Sorry Black Monday was 1987, forgot what an old dog I am.

Mff

SD

keep ur eyes on vanco, suspected contract leak.