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

Share price volatility predicted by MOI at the weekend. Too many people trying to buy at the bottom and sell at the top, until next news SEO are caught up in a traders game and a tree-shake to get some shares for the big investors lark.
My powder is still dry, having not topped up yet, but Bosley, I'm now also into MOI this afternoon ahead of the results. Tipton, exclusivity will be good for SEO, extra revenue and chance to grow sensibly rather than too quickly with resultof end up pleasing nobody, look at the problems with ASC and their growth. Growth with Asda also provides entry to US and Germany which are large meat markets. SEO has time on its side, Tesco and Sainsburys will have to wait, UNLESS they get foods packed by someone with a new Ross Reiser. Ever wondered why Terry Robins no longer at Sainsburys?

bos - good to see you in better humour - not sure you'd rate my playing anymore, my lips a bit saggy these days - the recorder's about all I can manage. But thanks for asking.

eric - there are a number in the US - say 6, one for each competitoor and my parent company, although I did use a slightly restricted definition to keep the number in Europe down to 2, by limiting it to MD status, rather than all execs. However, I'm not sure the general readership is interested in what a musical dog does with his day - it's not really that exciting.

I'll email you my prelim thoughts on the three amigos, not sure my tired brian is fit for general release. If we think it's worth it, we can start a new thread for each one later.

SD

A bit disappointed that no one got back, on my last post over the W/End about the Tracker Funds I was looking for confirmation whether the T/Funds do run on Alto or not, or may be you all think it is not important if that is the case so be it. Also I am feeling a bit left out of the band the only instrument that I can play is my Jews Harp that I carry in my pocket at work and bring out now and again, and attempt to play If I Was A Rich Man just to annoy my colleges, if there is room in the band for a Jews Harp then Im your man.

the bosley doo dah dog band welcomes all with a musical bent, driver. now all we need is a spoons player and we can start gigging. i have no idea wether tracker funds run on auto, but i do agree with you that its an important step forward. more profile plus more buyers. fund buys also decrease volatilty as most are buy and hold. its all good news.
andys, its pretty much typical seo really. up..... down ...up down....shake it all about. mos is very quiet at the moment. i was hoping for a good run upto results. never mind. by the way, whats a ross reiser?
sd, i had to ask. as temperamental as euph players are, a good band needs a good solo euph.

driver

Sorry you're disappointed in your mates for not responding on tracker funds! Caught up in band and canine issues, I'm afraid! Just looked at an old copy of Money Management and there were (18 months ago!) 69 small company unit trusts with av. fund size of 98m or some 6.8bill in total. How many of these will be tracker funds? Its probably a relevant question to determine the average investment you would expect in SEO irrespective of whether the fund is a tracker or not. The overall sum is not that great: if SEO's share was 0.2%, that would be some 14m. In comparison, UK All Company funds had about 60bil invested and SEO could be better represented in some of the growth funds therein. I suspect the movement from active traders will probably outweigh the influence of tracker funds.

Eric

EWRobson
Thanks for that eric very interesting and well researched at incredible speed.

good morning all. a quiet, steady eddie start today.

driver, i dont know if this also applies to smaller company funds.

"Index Tracker Funds


So what exactly is an index tracker fund? Well, the idea was conceived because only a few 'actively managed' unit trusts beat indices over the long term. Index tracker funds work on the principle that, by tracking the performance of an index, they should therefore provide returns in line with the 'benchmarks' used by active managers.

Index tracker funds use a number of complex, computer-based systems to track the relevant index, such as the FTSE 100. Because the computer effectively tells the fund manager what to buy and sell, trackers are known as 'passive' rather than 'active' funds.

Trackers, like all unit trusts, can only invest up to 10% of their portfolio in one listed company's stock to ensure that the investor's risk remains adequately spread. "

EWR
thanks for helpful reply, still don't see advantage to seo of years exclusivity to any one customer

tipton11

a) They get a premium and/or help paying for all the development costs prior to and during the exclusive period

b) They can focus on developing one customer's needs very clearly with a limited supply of capital and without spreading their operational management too far as they set up production lines with suppliers who may well supply other food retailer chains as well already

c) During this time they can assess their future capital needs and arrange fund-raising for the expanded operation once the exclusive period is over

d) When they go wide they can demand a higer price from the wider market

e) They can more clearly establish their IP patents by limiting the distribution of specialiist knowledge at this early stage.

It's a very clever concept to get paid for avoiding what most small companies put themselves at risk from - too rapid expansion from prototype to main market.

SD

well said sd. we have to remember that this is new technology and that it need careful developement in order to fully capitalise the potential.too many small (and big) companies try too much too soon. this one year exclusivity deal suits both parties: asda get first dibs, seo get paid whilst developing. i also think its fair to say that 17p is giving us some resistance but the support level is creeping up . volume is good. i am trying hard not to giddy but i cant help feeling that this is really going to pop its cork.

5,162,000 trade , buy or sell ?

aldwick,

that's sell but price holding up.

ramu

why price holding up?

Why is it a sell, the price is the mid price for the delayed time it was dealt and with those two T trades as sells the market price would have fallen.

it does look as if they are sells. so why is the price holding up so well? unless they are discounted buys? doesnt really make sense to see sells outweighing buys so heavily and the price staying blue.

Definitely a buy! How do I know? - because I bought them! Only joking - lol! Difficult one to call as the typical sp 16.35p at the time and buys at 16.75p. Could be MMs giving a good price to get stock on board to prepare for the furious buying wave to come - a veritable tSEunamO!

Topped up yet again this morning so stake is pretty well back to its healthiest levels.

That was very clever, stockdog. I have this book entitled "I'll teach my dog 100 words" - I enjoy reading it to my grandson aged 3 - not sure whether he enjoys hearing it!

Eric

bos
Thanks for the Tracker info, I think we have now done and dusted the Tracker debate, my computer has been playing up today, so I have been helping a mate fit a new staircase, Spindales and all that, on me holiday as well. Those earlier big sells might have been buys but then as I always say if some one is selling some one must have bought.

no probs, driver. ive had a great day off today . done nowt but lounge around, kept an eye on seo , had a bet on the horses (lost), and got to know my new phone. wonderful. the good stuff will soon be over cos my girlfriend will be home in a while and will nag me for not doing anything. not bothered. i needed some "me" time! price has held up really well considering the amount of sells today. i remember someone once said that that could be taken as a good positive sign.

bos
The trick is to have a list of things you have done all ticked that she cant check; she will be so pleased she will do the dinner amongst other things.