bosley
- 20 Feb 2004 09:34
oblomov
- 20 Aug 2006 08:28
- 19164 of 27111
ZScrooge
Do tell us more. Wouldn't be PM1 would it?
No it wouldnt - and for your information It is probably obvious to regular long-standing
posters here that I was no fan of his. My posts challenging him finally led to him being banned from this BB - look back through the thread if you dont believe it.
There have been many times on this BB when I have been accused of being a basher, now I'm being accused of ramping. My posts have always been based on the information available to me at the time. My recent posts are no exception.
Ptholden
On one hand we have a hardcore of holders who think all of the above is but a mere hiccup on the road to success wearing rose coloured spectacles amid claims of confidential information; on the other, those taking a more objective view.
It is arrogant of you to assume that those who think all of the above is but a mere hiccup on the road to success are not taking an objective view whilst you are. Im being totally objective because Im considering the information available to me and looking at the larger picture ,weighing up the negative with the positive. Some people only seem to be able to focus on one or the other.
I'd like to make it clear that my recent positive posts are NOT intended to suggest anyone not holding invests in SEO, or even that any holders add to their holdings. This share must still be seen as very high risk. My posts are, as are those of many other posters here I believe, intended as reassurance to other holders who are committed.
Several of us have invested a lot of money in SEO, some much more than me. These are tough times, no doubt about it. We need reassurance, but only if it is merited, and I truly believe it is.
aldwickk
- 20 Aug 2006 08:43
- 19165 of 27111
Those who are in the know and there seems to be more poping up every day, the one thing they don't know is how the share price will react when all is revealed, how many times as a company posted so called good news and the share price as dropped ?
Lets have a guess now, ASDA sign a letter of indent or/and put money upfront of orders. Any deal or funding will come at a cost to SEO [ beggars can't be chooses ]
hewittalan6
- 20 Aug 2006 08:50
- 19166 of 27111
Those that do not know the reaction of the SP include you, Aldwickk.
It is only important for short term trading.
Those "in the know" would claim to have no knowledge of short term SP movements, just a little more confidence in the company thn they had prior to the research they have done.
For me, I have stated many times, privately and publically that I would not buy in, or increase my holding at the moment. If I knew what the Sp would do I would buy or sell, based on that.
Aln
aldwickk
- 20 Aug 2006 08:53
- 19167 of 27111
All these people such as Alan who say they have inside info are the same investers who have watched their shares fall from 30p to 4p,
hewittalan6
- 20 Aug 2006 09:08
- 19168 of 27111
Which proves very nicely that no-one can predict a markets reaction.
And BTW, no-one claims inside info. We have none. What we have is a wealth of research and I have some knowledge from talking to my imaginary friend. That is on record on here.
For the benefit of clarity. No one knows anything that is not freely available to those prepared to dig, and talk to people. The problem is it takes more effort than sniping from the sidelines, and a bit of savvy to put the jigsaw together. The possibilty remains that those of us who have done that spadework, are very wrong and have fitted the jigsaw badly, so I would say to all posters, treat what I, or anyone else says as nothing more than their personal observation and best guess, because absolutely none of it comes from a source that has any say in what happens to SEO, and it is not RNS. It is not price sensitive and it is not inside information. It is merely opinion, based on research that each poster feels comfortable, or not, in revealing.
I cannot speak for anyone else but the general tone of the board makes me uncomfortable stating that Today is Sunday, so I am not going to disclose anything that may lead to its source, and make them uncomfortable. Not because they have told me anything they shouldn't, but because they would never tell me anything again, and it is common courtesy to keep ones sources out of it.
Alan
cynic
- 20 Aug 2006 10:10
- 19169 of 27111
For once (lol!) I actually agree with Alan ..... Clearly he has researched SEO very thoroughly and has offered his own considered opinion.... I happen to think he is nuts and that the company has very short odds of falling into the eternal abyss ..... I can also see no reason why another company should bother to take over SEO, for the company is patently cash poor and there is a good chance the assets will be available dirt cheap in a fire sale ..... but that is my opinion and I am sure Alan will not take offense at that either!
hewittalan6
- 20 Aug 2006 10:57
- 19170 of 27111
None whatsoever, cynic.
The same facts can be interpreted any way one chooses and people will frequently disagree. Look at witness statements to any accident!!
Alan
cynic
- 20 Aug 2006 11:09
- 19171 of 27111
does SEO count as a (fatal) accident ... lol!
garyble
- 20 Aug 2006 11:32
- 19172 of 27111
Thanks PP.
I think a reasonably realistic estimate {based on interims and trading update) that the T/O will be in excess of 6m by year end. Unfortunately we wont know untill next Feb. So a report of T/O being up 300% could have a positive impact. The cash drain has/is due to commercialising and developing a raft of other products.
Makes good sense to me, and IF proof of an already growing revenue stream is there along with commitment to those products being commercialised, I don't see a major issue with funding at this level.
rmhyams
- 20 Aug 2006 11:38
- 19173 of 27111
With regard to the finance raising issue, as SEO own 50% of Biotec with a golden share perhaps the Company could do a temporary, or otherwise, deal with SPhere, the other 50% owner, until deals are done.
Kind regards
cynic
- 20 Aug 2006 11:50
- 19174 of 27111
Why on earth should a 50% shareholder in another company agree to make a very substantial loan to its partner .... and it is questionable whether it would even be allowed.
rmhyams
- 20 Aug 2006 12:15
- 19175 of 27111
Could sell a % of the company, not that I would want the Company to do that. I am just pointing out that SEO has assets that another party could lend on and take a charge on. In other words I don't believe that SEO has 3 months to gain sales or go bust.
For cynic, anybody can make a loan to anybody else so not sure why you say that it would be questionable whether it would even be allowed provided it was properly documented.
Kind regards
PapalPower
- 20 Aug 2006 12:18
- 19176 of 27111
Probably the partner is hoping SEO go bust, so they can buy the other 50% share from the receiver.
This is business, Asda, Walmart, Perseco et al are not going to help a supplier charge them more, better let them go under or struggle, and get the technology either from a different source or at a greatly reduced rate. I am sure the smell of money is making it more and more difficult for Stanelco to hold out for high profits, cash is king and its something they have not got.
If the charges for Greenseal are dropped 75%, will it make it sell easier....... for example.
ptholden
- 20 Aug 2006 12:18
- 19177 of 27111
oblo,
When you make a statement that your investment is led by your heart rather than your head then you have lost all objectivity, hoisted by your own petard somewhat. There are undoubtably many other holders of SEO hanging on hoping for the best, again hardly an objective investment strategy. So, no, I don't consider my comment arrogant, it was fed by your own statement.
On another related subject, I find it quite interesting that on every thread where a company fails to delver the insults begin to fly in some sort of proportion to the falling SP. Of course it is the negative posters who bear the brunt of 'muppet' like comments, when actually they may well be the exact reverse of a muppet,having the luxuary of not sitting on a massive loss, with everything crossed!
pth
tweenie
- 20 Aug 2006 12:23
- 19178 of 27111
Either theres a lot of bored people waiting for the football to start or we're very sad.
lets see what the morning brings.
Hopefully news, as opposed to rediscussing same point endlessly variated.
good luck to all holders.
best regards to all .
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!COME ON YOU REDS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
No financial crisis there. LOL
Tonyrelaxes
- 20 Aug 2006 12:27
- 19179 of 27111
pth
My comment last night of muppets was a reference to most of the posters on the ADVFN thread over recent weeks. I am sure you must admit has been childish in the extreme comprising mostly personal attacks, gloating or goads and hardly falls into the category of constructive discussion - not even negative.
ptholden
- 20 Aug 2006 12:39
- 19180 of 27111
Tony
I read few threads on ADVFN and post even less, the personal abuse just doesn't make it worthwhile. If you are positive on a stock, you are a ramper, if negative, a basher. There are usually some good posts over there, but you have to wade through 100s of total dross to find them.
pth
aldwickk
- 20 Aug 2006 13:16
- 19181 of 27111
Alan ,
My point was, anyone who watches their investment go from 30p to 4p and now goes on about our much reseach and digging they have done not to mention their contacts, people on this thread should ask themselves why they didn't do a bit of reseach before these shares fell to 4p, Andy i thing sold at 22p and warned people of lack of firm orders and no cash flow as did a few others and still they didn't sell their shares .
rmhyams
- 20 Aug 2006 13:54
- 19182 of 27111
The reason why people didn't sell can be found by reviewing the RNSs that the Company was putting out at the time. Since Martin Wagner took over as CEO towards the end of 2005 the very bullish RNSs have stopped and the Company have been quietly going about their business to commercialise their IP. Unfortunately for the share price the change in stance regarding RNSs has meant that the market has, rightly or wrongly - time will tell - taken the view that the Company is likely to fail. In the imterim results cash flow has increased substantially in % terms, but the market hasn't reacted accordingly.
Kind regards
oblomov
- 20 Aug 2006 14:19
- 19183 of 27111
ptholden,
'When you make a statement that your investment is led by your heart rather than your head then you have lost all objectivity'
With all due respect, you have been accused by another poster of 'distorting the situation.' and I think you are still guilty of that - or you are confused. I didnt say my investment is LED my my heart.
What I actually said was There has been some real research going on behind the scenes some of the results of that research have come my way and convinced me that SEO are going placesMost of us still in have not remained so because our heads tell us this is right, we're still in because we know in our hearts it is right .
Ive already stated that Ive looked at this objectively, probably with more knowledge of what is going on than you. Objectively this looks good.
But you sometimes get a gut instinct about something and I dont think Im alone in getting it in relation to SEO. Thats what I mean about my heart knowing it is right.
A mixture of objectivity and gut feeling is a powerful guide.