bosley
- 20 Feb 2004 09:34
EWRobson
- 14 Mar 2005 23:06
- 2111 of 27111
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
bosley
- 15 Mar 2005 08:31
- 2113 of 27111
good morning all. a quiet, steady eddie start today.
bosley
- 15 Mar 2005 08:59
- 2114 of 27111
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. "
tipton11
- 15 Mar 2005 09:40
- 2115 of 27111
EWR
thanks for helpful reply, still don't see advantage to seo of years exclusivity to any one customer
stockdog
- 15 Mar 2005 09:49
- 2116 of 27111
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
bosley
- 15 Mar 2005 10:42
- 2117 of 27111
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.
aldwickk
- 15 Mar 2005 11:27
- 2118 of 27111
5,162,000 trade , buy or sell ?
ramu
- 15 Mar 2005 11:35
- 2119 of 27111
aldwick,
that's sell but price holding up.
ramu
squirrel2005
- 15 Mar 2005 11:55
- 2120 of 27111
why price holding up?
aldwickk
- 15 Mar 2005 12:07
- 2121 of 27111
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.
bosley
- 15 Mar 2005 12:21
- 2122 of 27111
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.
EWRobson
- 15 Mar 2005 12:30
- 2123 of 27111
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
bosley
- 15 Mar 2005 16:27
- 2125 of 27111
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.
mickeyskint
- 15 Mar 2005 16:59
- 2127 of 27111
bosley
Always put off today what you can do tomorrow. Women just don't understand us men. I don't go down the pub to drink, rather to make sure the landlord who is going through a messy divorce is OK. He needs comforting and support. Now tell me if I'm being a really good friend or not. Oh I'm so misunderstood.
MS
EWRobson
- 15 Mar 2005 17:26
- 2128 of 27111
Careful fellahs! We have some pretty shrewd female operators on this thread, e.g. dynamite (explosive), moneyplus (takes your last 1p), Ruthie (ruthless). Careless language could prove expensive! There may be others masquerading under noms de plume, never mind exotic plumage.
What we do have is a common esprit de corps: the future welfare of SEO leading to our future wealth. Becoming poised like a coiled spring. All efforts should be focused on topping up (achieved my daily quota again), maximising the potential. Even our spouses will be duly impressed!
Eric
moneyplus
- 15 Mar 2005 17:34
- 2129 of 27111
Eric -disappointed to see you are not contributing your pearls of wisdom to the Election thread- it's a great discussion.
mickeyskint
- 15 Mar 2005 17:39
- 2130 of 27111
Too true. A great to read.
MS