bosley
- 20 Feb 2004 09:34
hewittalan6
- 10 Aug 2006 14:27
- 18735 of 27111
I'll take that on face value, Markus.
The thing is, what is the advantage of Greenseal to packagers / suppliers?
None. The green effects are irrelevant to them. the supermarkets know about the cost savings and are unlikely to let the supplier hang on to the increased margin. The only other thing is reliability and speed. we already know that speed is similar, regardless of machine type, and reliability was suspect due to tooling issues.
if I were a supplier I wouldn't think much to it either!!
Alan
automatic
- 10 Aug 2006 14:29
- 18736 of 27111
MMs really do not wan't the SP above 5p do they
markusantonius
- 10 Aug 2006 14:31
- 18737 of 27111
Automatic/Jim,
I am reluctant to name the co. (they supply poultry) but my friend owns the company! I don't blame you for seeking clarification as the above is just 1 bb poster(my!)'s statement. But let's just say that I will not be punting on SEO. Just spectating henceforth. They have more than 1 product so good luck to them. But safer to sit on the fence and watch.
I genuinely wish you all well here. Not deramping - just posting.
automatic
- 10 Aug 2006 15:05
- 18738 of 27111
see of blue,SP ?
garyble
- 10 Aug 2006 15:12
- 18739 of 27111
As mentioned many times, its the Supermarkets who have the say, the suppliers either tow the line or lose the business.
The hard fought elimination of the exclusivity with ASDA still {I assume} maintains ASDA's commitment to "several hundred" GS conversions over a certain period {the detail's in the contract}.
IF GS is still of interest to ASDA and probably Walmart, they're obviously looking to reduce cost and improve seal quality etc, etc.....
The non-exclusive packhouses could for a certain time pass on savings to ASDA but maintain their price to others until pushed, after all, the others will benefit in every other respect apart from price.
moneyman
- 10 Aug 2006 15:23
- 18740 of 27111
http://www.sharecast.com/cgi-bin/sharecast/story.cgi?story_id=779759
hewittalan6
- 10 Aug 2006 15:28
- 18741 of 27111
markus,
thanks for your good wishes.
Your tone sets you apart from the very obvious derampers, trouble makers and mischief merchants we seem to attract on here.
alan
oblomov
- 10 Aug 2006 15:48
- 18742 of 27111
Encouraging buys (blocks of 200k and 100k) and slight rise in SP. Is someone building a decent holding?
greekman
- 10 Aug 2006 17:22
- 18744 of 27111
In my opinion supermarkets will clamber over each other to go greener than their competitors.
As to the margins being squeezed from supplier, to packer to end customer (the supermarkets) I would think that although the big 5 will have the main say over the said suppliers, packers, I would think that the packers will also benefit as many will be supplying to more than one end customer. We also read more every week of the added cost of disposing of waste.
Suppliers, packers need to keep their customers happy.
They may not be that bothered about the green issue, but their profit is the be all and end all of their existence.
If the supermarkets want them to go green they will have no choice but to comply.
oblomov
- 10 Aug 2006 17:36
- 18745 of 27111
Anyone hazard a guess as to whether the 3,850,000 trade after hours was a buy or sell?
hewittalan6
- 10 Aug 2006 17:42
- 18746 of 27111
It looks for all the world like a sell. But someone did say earlier the MM's appeared determined to keep the sp under 5p, so perhaps it was a buy that wasn't reported till it had all gone through.
So the answer is................I'm clueless.
Alan
NS
- 10 Aug 2006 17:44
- 18747 of 27111
Shows up on ii.co.uk as a sell.
cxj1173
- 10 Aug 2006 17:45
- 18748 of 27111
Barclays has it as a sell @5.04
greekman
- 10 Aug 2006 17:47
- 18749 of 27111
On the week up to Thurs close, SEO are 5th in the small cap risers. And about time to.
Neetybot
- 10 Aug 2006 18:43
- 18750 of 27111
I couldN'T buy as many as I wanted this afternoon
rajstar
- 10 Aug 2006 19:01
- 18751 of 27111
I see this as good news to SEO holders. Before long we should have news of other suppliers wanting to lead the way forward with greenseal.
I am not sure if the 3.8mil was a buy or a sell. We have to wait and see tomorrow.
Bugz
- 10 Aug 2006 20:32
- 18752 of 27111
Better than we started-cant complain! Bring on a similar day tomorrow......
Cantlose
- 10 Aug 2006 21:17
- 18753 of 27111
To me the 3.85m sell off after hours explains why the price didn't increase dramatically.
Almost 50% of 8mill share options I mentioned the other day.
Interesting to see if similar activity takes place over the next few days followed by an RNS along the lines of "We have issued stock in pursuance of an ex-employee...."
By the way I am long on this share but just concerned about the lack of clarity wrt to information flow.
I think that someone like Elisabeth Filkin who is a Non Exec should earn her crust & ensure that there is transparency in company communications.
She is also a Non Exec for Jarvis Plc - check what happened to the SP (of that co.) since she attained that role !
garyble
- 10 Aug 2006 21:28
- 18754 of 27111
I have deliberately ignored ADVFN site until just now, someone commented yesterday about T. Robins but the continuation of the poster's comment is interesting:
"a new imterim sales director and project director had been appointed"
Looks like a re-focus for yet another phase in SEO's development.
Probably needed to dismiss quite a few lowly paid employees to pay for two new directors!