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stanelco .......a new thread (SEO)     

bosley - 20 Feb 2004 09:34

Chart.aspx?Provider=EODIntra&Code=SEO&SiChart.aspx?Provider=EODIntra&Code=SEO&Si

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


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

bosley - 15 Mar 2005 17:40 - 2131 of 27111

only very mild nagging. hmm, got away with today then. .....:)
mickey , what a kind hearted fellow you are. i am positive your landlord will not forget your friendship in his hour of need.
driver, she got wise to that one a while ago.

Poverty - 15 Mar 2005 21:15 - 2132 of 27111

What is this landlord malarky - Seo you in the pub?

I like the SEO market makers - always put on a good spread for their friends. SEO's is one of the better spreads - only a small percentage 'tween bid and offer.

andysmith - 15 Mar 2005 21:18 - 2133 of 27111

Bos, Ross Reiser is a machine manufacturer, the one signed up for 120 conversions over the first 12 months, sort of lost in the Asda furore.
Tipton, stop panicking about exclusivity deal, ASDA WANT EXCLUSIVITY, MEANS ASDA WANT THE TECHNOLOGY AND COST ADVANTAGE, MEANS IT WORKS. Exclusivity allows Asda exactly that and allows SEO to grow at a sensible and at the same time rapid pace.

Paulo2 - 15 Mar 2005 21:22 - 2134 of 27111

If, as seems the best way forward, you were going to have an exclusivity deal then I can't think of a better firm to have it with that than Asda.

andysmith - 15 Mar 2005 21:28 - 2135 of 27111

Paulo2, agreed. Asda will drive this forward. Experience shows Tesco follow and Sainsburys think about it for a while and miss the boat. Therefore once the exclusivity is complete, SEO will be a profitable, cash-rich company with the resources to tackle an eagerly awaiting Tesco, sainsbury and Morrisons.
Cash now and cash later scenario, great!!

EWRobson - 15 Mar 2005 22:37 - 2136 of 27111

And don't forget the nice little cash cows in the background, supporting the shooting star. What a combination, what a company, share of the year. Hee Ho, SEO!

I'll sleep well after that euphorific experience! Eric

TheFrenchConnection - 16 Mar 2005 04:24 - 2137 of 27111

Amities / Slt .( Juste jabbering to myself ) Outside the domain of oil /gas/ alternative energies ,and commodities esp platinum, palladium, gold, silver, zinc,cobalt,copper, diamonds,all PNM s and heavy mineral sands , do i dare or rarely venture. More than ample money can be found in the engine room of the economy;- The energy sector. Like Warren Buffet i only invest in that area of the market in which my knowledge is extensive.- basically energy. And with oil @ $55 p/b the profits in this sector are phenomonal. ,,,,,So all in all:SEO was an odd creature for me to stumble upon; and especially in which to invest. . As i have always maintained i originally bought SEO on no more than a hunch and a series of chinese whispers that over a period of time began to constitute a set of consensus logics that led to my tracking it. .. At 4.25p its rapidly declining s/p reached its absolute nadir & suddenly encountered strong support and what with its chart screaming "BUY" that is exactly what i did. 250,000 @ 4.75.But being a percentages player, and what with SEO immersed in a long protracted trial and at that time not knowing what had happened to CEO Balchins 7m options , i sold at 6.80 on rumours of a deal with Robert Reisers proved to be correct .Banked 5k and walked away.No sooner had i sold when rumours abounded regarding interest from even bigger players i quickly realised my error and bought back into the market in two tranches of 200,000 and a furthur purchase of 100,000 at a median price of around 8p.With hindsight it was a good move; but there were times when i felt like i was hovering slightly above a very nasty sharp spike.A sword of Damacles scenario.But with SEO only forming less than 5% of my portfolio i did not let small interday movements and relentless selling harry me into a selling position. My own views were more than reinforced by others on this very board not only with extensive specialist knowledge of the packaging lndustry itself which easily eclipsed mine ; but coupled with thier confidence in SEO s actual product, and furthered, by thier own personal investment made it pure folly to sell.The rest is history.Todays price is 16.88 and what with my favourite variable -VOLUME being in excess of 15 million , and more to the point a plethora of 12 million sells @ between 16 and 17p v. 2 million buys yet mms adamantly refused tomove the s/p below 16p .There will be dips of course ( perhaps tommorow after todays sell off ) but i would suggest a heavy bridgehead of support at 15/16p has been tangibly established and the very slight resistance @ 17p which to my mind is totally unconvincing and no more than akin to a sandcastle on the beach awaiting the incoming tide to simply wash it away .l almost sense from board offerings lately that the pack has picked up the scent of its quarry and that the hunt is not far from the kill.And indeed SEO s promotion to a higher indices -fledgeling/smallap - will undoubtadly have the radars automatically picking up on this factor.As to any effect on the s/p of SEO is disputeable. .ln fact with a m/c of 130million it may be very soon finding a slot in the very lower echelons of the FTSE 350 ( lf it were to hit the 20p mark ) ,Wow, that would be some achievement . ,,,ln the meantime its back to the "waiting game " that utterly defines trading . One RNS away from clover i suspect. Only one thing concerns me . A rights issue is totally inevitable unless private capital is found as JKX did with private equity group, Benhams via convertible loan notes .That is a single possibility but highly unlikely .A rights issue would undoubtadly bring with it the accompanying dilution but would still give me/ you a chance to participate .But what of an attractive discounted private placing of 200 million + shares to be thrown among institutions at say 12p to ENSURE the raising of neccassary funds to finance plant and infrastructure ? Any comments ? bonne chance / a'bientot @+ J.

aldwickk - 16 Mar 2005 07:32 - 2138 of 27111

Jamie,

A very good post.
Roly.

bosley - 16 Mar 2005 07:39 - 2139 of 27111

morning. andys, i recognised the name reiser, it was the ross bit that confused me. tfc, good summation of the current mood. i think you feel it too. i would prefer a rights issue to a private placing. i mean, if anyone should be getting discounted shares , it should be us, who have been with seo through the dog years. ftse 350 you say? nice. bring it on.

bosley - 16 Mar 2005 08:10 - 2140 of 27111

red start to the day. maybe cc jitters?

Poverty - 16 Mar 2005 09:17 - 2141 of 27111

They've only just asked for and got a cash injection - there shouldn't be another unless there is super news to go with it!

tipton11 - 16 Mar 2005 10:13 - 2142 of 27111

TFC...the tendency of companies to make placings is all too common these days, however at some stages in a coys development it is the only practical way to survive and seo has certainly had its moments which may not be over yet I think it would now be suitable to make future requirements for capital in the form of offers to shareholders...I have posted before on exclusivity agreements particully over a long period when seo seem to have a unique product, after all with a pocket full of orders it is never difficult to raise money. and how long will this happy state last in a competative world.

bosley - 16 Mar 2005 18:43 - 2143 of 27111

evening. looks like today was yawns all round. tipton , i think you may be worrying too much about the exclusivity arangement. a pocket full of orders isnt really possible as yet. also , a year isnt that long a period of time in a new company's developement. if all goes well , in a years time seo will be in a much healthier state, profitable , able, experienced, and wanted. a pocket full of orders will not be a problem, to go with the pockets full of cash for us shareholders.:) if all goes well..............

driver - 16 Mar 2005 19:56 - 2144 of 27111

bos
Well said and agree as usual, finished me mates staircase today thank god, I nearly broke my back I'm not use to such hard graft I'm going to get in the bath for a couple of hours to recover. Not a bad day for seo considering the drop in the ftse 100, blue tomorrow.
I see eric might be getting 200 of his Council Tax then.

ssanebs - 16 Mar 2005 22:20 - 2145 of 27111

bosley - 16 Mar 2005 23:30 - 2146 of 27111

i hate it when people do that. ssanebs, what did you want to say?
driver, eric will probably start a new cfd with it.:)

EWRobson - 16 Mar 2005 23:40 - 2147 of 27111

Thanks, driver! One year only, I see: typical; but there's a political thread so I won't be tempted further. The key factor tonight was Newcassel's 4-0 win including a brace for Shearer and a sublime backheel from Dyer. Eight in a row makes it appropriate to mention the lads alongside SEO. You're right, I was a Jackie Milborn fan.

The key factor from TFC's input was the discussion about a possible rights issue or placing. It seems to me that this is the key reason for an ordered development. They have raised 4m presumably to cope with the volume generated by Reiser, ASDA and other business. Hopefully, that will do. What do our packaging experts feel?

Eric

bosley - 17 Mar 2005 07:57 - 2148 of 27111

morning. if i have read things correctly , then we go back to court tomorrow to see what kind of claim bprg have submitted. i think this may be the reason why there have been such sells this week. maybe people remember what happened last time and the price drop that occured. i think things are different this time round. seo are in a much stronger position, are no longer relying as heavily on ingel ,and have fantastic news just around the corner. it doesnt make sense to panic and sell. what mr. freeborn says in the original artricle from last august could be applied now

"The impending BioProgress verdict may be factor, along with the malaise affecting anything tech-related. Even if Stanelco loses, any weakness should present a further buying opportunity."



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