bosley
- 20 Feb 2004 09:34
andysmith
- 01 Mar 2005 18:47
- 1907 of 27111
Bosley, quite right, the RNS merely says what we already knew, that the triallist will now use RF sealing for their products in Asda stores, got a good reaction first thing though!!! Wonder what will happen WHEN the deal is announced. TFC, I believe (IMO) that exclusivity for 1 year is a good thing otherwise SEO would have too much work to start with and probably end up not being able to meet all obligations/contracts. Good for Asda, early start on Tesco/Sainsburys, good for SEO, revenue to precipiate their own growth so that they are positioned to exploit this further once exclusivity runs out.
This share is a hold for a few years at least when I believe the company will be huge in packaging and technology. Di, I did see your post and I also know of Terry, he is well respected in the industry and known to the packers and it is a good appointment. Markus, the dip I refer to is the eventual damages award to BPRG for RF sealing of capsules but a dip might not happen if small and already covered by the provision in 2004 accounts. Good accounting by SEO, put the provision in a crap financial year!! and MOVE FORWARD AND UPWARDS.
markusantonius
- 01 Mar 2005 19:06
- 1908 of 27111
Understood, Andy.
Bosley, assume "THE ONE" is in a year's time then? Also what do you mean by "tfc's and acorns...", etc.????? No comprendez!
andysmith
- 01 Mar 2005 20:03
- 1909 of 27111
The "ONE" I think is the Asda deal, should be before 10th April 2005. Acorns/Oaks etc, This is just the start of something that could become very big, we have the acorn, will you still be here for the oaktree?
stockdog
- 01 Mar 2005 20:29
- 1910 of 27111
AS/Bosley - let's just say I'm rooting for this one.
SD
markusantonius
- 01 Mar 2005 23:16
- 1912 of 27111
Thanks, Driver, for this. You've put my mind at rest for now. I got in on Eric's rec @ 16pish (although, to be fair, he did rec @ 7.5p as well but that's another story!). Well just awaiting now, guys, I think.....?
andysmith
- 02 Mar 2005 06:51
- 1913 of 27111
Driver, of cause its a bargain at 16p, if you've read my thoughts I think >50p this year and in future 1-2. but you have to remember I more than filled my boots last year at 4-6p, anything now is a top-up and I know how this share works, when the news is there it flys, then it falls back through a combination of mm's/profit-takers/lost interest. What I have noticed over the last month is new support levels all the time, a few weeks ago 13p, now I think 14p as twice the other day as soon as it dipped to mid 13.75/13.88 the screen went blue.
We are coming up to an interesting time of the year, loads of results from companies and I only have so much funds, not like some of you folk. I am deciding whether to top up again on SEO for what would be the 7th time or invest in another good company. I also have results due out anytime from some of my stocks and I may be taking some profits there which will provide the funds to both top-up on SEO and invest elsewhere. My recommendation for SEO, even at 15.5p is BUY, BUY BUY, it is still very cheap based on where this company is heading.
bosley
- 02 Mar 2005 08:17
- 1914 of 27111
morning all. i am going to stop with the predictions. time to sit tight and wait for neo (the one). whether its the blue pill or the red pill we take daily , doesnt matter. soon we will all be feeling like morpheus.
bhunt1910
- 02 Mar 2005 09:34
- 1915 of 27111
Support for this now appears to be around the 15p mark - biding its time.
Now I have a dilema - I am going on Holiday on Saturday and SEO now constitutes over 25% of my Portfolio (by value).
What do I do - hold and pray - which is my inclination as the fundamentals seem sound - and ride out any volatilty, or sell 50% and be safe.?
Answers on a postcard please?
B
Chelsea1957
- 02 Mar 2005 10:04
- 1916 of 27111
FONTY
- 02 Mar 2005 10:37
- 1917 of 27111
Be the share bore and track down every internet cafe, hotel internet etc or use your mobile and set up price alerts - can do this through the London Stock Exchange website - set your level and when it drops it will text you.
Chelsea1957
- 02 Mar 2005 10:40
- 1918 of 27111
If you like the fundamentals of this company and have invested for the long term then short term fluctuations in the share price shouldn't bother you too much. This is an exciting share with lots of volatility and am sure it must be a favourite with short term traders. I don't have the time, experience or a crystal ball to try and predict daily or even weekly fluctuations. I'm sure short term profits can be made by trading (but it can be very risky if you don't know what you are doing) but my phylosophy is to buy a share at a price I am happy with and tuck it away for a year or two - this is where the big profits are to be made. By all means monitor the price, daily if need be, I certainly do and I read all the many interesting and informative posts on this thread - although with the volume of posting this can be a bit time consuming!
Dont worry about short term swings, stick with your investment strategy (preferably over a reasonable time span) and only bail out if your original reasons for investing change fundamentally and for the worse. Also invest an amount of money you are comfortable with and don't take short term risks with money you can't afford to lose. If you invest long term and go into a loss making position short term (it can sometimes be difficult to get the exact timing right) - normally if the share is sound you wont have a problem making a profit if you hang onto the shares and if you are patient enough.
Clive
Paulo2
- 02 Mar 2005 10:49
- 1919 of 27111
Well said, Chelsea
Although being a Scouser I think you should maybe change your name.
Chelsea1957
- 02 Mar 2005 13:14
- 1921 of 27111
Paulo didn't realise the implications of choosing a name until I started reading all these moneyam threads - should have chosen a more stock related nick name! However I have been a mad keen Chelsea fan (since the 1967 cup final when we lost to Spurs - it was that long ago, we never lose to them these days)and I made a deal in dublin this weekend with the Irish that I was quite happy for England to lose the rugby as long as Chelsea beat Liverpool in the Cup Final!
Jacks
- 02 Mar 2005 14:59
- 1922 of 27111
Silly question Chelsea, why do you call yourself 1957 if you are talking about the 1967 Cup Final. Don't you know your history, if you were a regular at the Lane you would!!!
TheFrenchConnection
- 02 Mar 2005 16:09
- 1923 of 27111
Amities / History ? Morelike Ancient History. Coming from Brive-La-Guillarde i am an Olympique Bordeaux man myself ; but having been domiciled in London since my school years i go in fact go to the bridge to watch Chelsea. Racking my brain to think who you support?. ls it Sheffield United who play at Bramhall lane ? ,,Despite sobering volumes a temporary, but heavy, bridgehead of support has tangibly developed at the 15p level.Seemingly events having at last caught up with an s/p which we already knew had more than an element of good news already factored into it pre yesterdays RNS But in saying that i suspect there will be strong dips on occassion for the very reason Andy has already stated.Relavent anaylists at our place suggest as low as 10p;and considering every trader to whom i speak is extrelely positive reg. SEO s potential then is it not perverse there exists a dearth of big buyers { 3m+) in the market ?.Volumes, to be blatently honest, are derisory, considering the potential returns involved in this instance. . That may that may be the very reason big players are yet to emerge For they are aware more than anyone how mms like to play games with emerging smallcaps. Bit of tree shaking can cause hysteria. Plethora of day traders and pure speculative "T" players abound to provide liquidity and big movement ,,,,, So if you can get in cheaper later why buy now being order of the day in the city it appears,,,,,,. mais qui sait ? ,,,,But how i would buy given the oppertunity of 10p ! .lol,,,,,a'bientot / bonne chance J
bhunt1910
- 02 Mar 2005 16:12
- 1924 of 27111
Thanks for the advice guys - think I will go away and let it ride for the long term - the last thing I really want to do when lying on the beach is to search out an Internet Cafe
TheFrenchConnection
- 02 Mar 2005 16:23
- 1925 of 27111
Amities / bonsoir bHunt Longterm returns are inevitable to my way of thinking. i dont think you can go wrong. ld juste enjoy my holiday and forget this nonsense. B/ voyage mon ami .Amusez vous bien !! ...a/b ciao @+ J
hlyeo98
- 02 Mar 2005 17:44
- 1926 of 27111
Very huge sells at the end of the day...might go down tomorrow.