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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


Dynamite - 24 Mar 2005 07:45 - 2277 of 27111

Now you can buy and sel for 17.25p Bos :-)

Biscuit - 24 Mar 2005 07:59 - 2278 of 27111

What a beautiful morning it is! Good morning all!

aldwickk - 24 Mar 2005 08:13 - 2279 of 27111

Roll on Walmart.

TheFrenchConnection - 24 Mar 2005 08:16 - 2280 of 27111

Mes Amities / d'accord completement !! 1 guess this is what weve all been waiting for. Everyone enjoy your day ...Looking at BPRG s/p; and wondering when we surpass it ,,,,hehe .@+ J .

robinhood - 24 Mar 2005 08:57 - 2281 of 27111

LIFE IS GETTING BETTER. COULD NOT STOP MYSELF BY TOPPING UP ANOTHER 40000 SHARES-BLOODY WELL SHOULD HAVE DONE SO YESTERDAY AS MY INSTINCT TOLD ME TO. OH WELL...THEY WILL BE TOUCHING 25 PENCE A SHARE VERY SOON NOW ANYWAY

Chiva20 - 24 Mar 2005 09:27 - 2282 of 27111

All appears wonderful, am I alone in thinking the rise is very modest? I would have thought 20p would be breached by now ..

robinhood - 24 Mar 2005 09:35 - 2283 of 27111

chiva, agree with you on that one. May be some standing sell orders are being executed? Let us see how market digest news later in the morning

ethel - 24 Mar 2005 10:01 - 2284 of 27111

It's made it onto "risers" on the London Stock Exchange,which means SEO is finally on the big radar.
Incidentally,MMG has never been shown there!
I am amazed at the amount of sellers on such excellent news.The small rise of the sp is unnerving.

kshammas - 24 Mar 2005 10:10 - 2285 of 27111

Any suggestion of the speculative rise in price of recent weeks getting ahead of the value of the deal? Or perhaps just buy on rumour, sell on news profit taking?

g64946 - 24 Mar 2005 10:15 - 2286 of 27111

I think its fair to say that the news was reasonably priced in - perhaps was bound to be some sellers post news, but its still at least twice the number of buyers to sellers.

IMHO we will see a gradual rise through to lunch & maybe jump this afternoon as mm needs stock. Not convinced we will see 20 today, but 19 would be nice

Chiva20 - 24 Mar 2005 12:21 - 2287 of 27111

I'm resigning myself to a state of baffled newbie confusion here, thanks for your comments robinhood, g6 et al .. Can't help thinking there would be more more than enough reason for a couple of ticks up even in the light of some market expectation, sell on news types etc. Agree with Ethel the volume of sellers is unnerving. Exercise some patience or something up? Comments from our regulars here? Andysmith, bosley, Eric, Driver etc?

Thanks
Chiva

Dynamite - 24 Mar 2005 13:02 - 2288 of 27111

Well my own view is that a lot of people got in SEO at very cheap prices and have made a huge profit. They have been waiting for the Asda deal and now are selling some of their stock. I've done the same. However, most will keep a large holding for the next upward trend which will happen but not on such a fast rise. SEO is definitely a stock to hold for a great future investment and will make us all lots more money with patience. All IMHO DYOR etc.
Di

Chiva20 - 24 Mar 2005 13:06 - 2289 of 27111

Thanks Di - on a steep learning curve :o)

Dynamite - 24 Mar 2005 13:07 - 2290 of 27111

Oh yes and don't forget the MM it is in their interests to push the price down to get them stock to sell after letting the price go back up. They have done it many times on SEO and they must be short of stock as there has been much buying today and more Institutions and big investors will really take note now so expect lots of buying in over the next few weeks/months.
Di

EWRobson - 24 Mar 2005 13:17 - 2291 of 27111

Chiva

A couple of points about the relatively small price rise. First, the actual revenue projection from the deal at 5m in first year is not that big against some expectations. That can be qualified by statement "significantly in excess". There is no mention of royalties but on previous statements they would ruun at 75% of revenue figure in each suucceeding year. Also, ASDA refer to several hundred machines being adapted. 5m can't be more than 200 machines at 25K a pop.

The other point is that the market is generally against the small caps. One explanation is that there is a lot of propfit taking ahead of the year end. Markets are likely to be tight next week because of Easter hols.

What is likely to happen to the sp over the next few weeks? Short term profit taking could offset buying. However, there must be a significant flow of news stories which will bring in new buyers. We should also get updated and improved projections from advisors. There is nothing in this announcement that could be said to be unexpected so you could argue that the good news is priced in. However, the main argument for a rising sp is that SEO has broken through and that news flow from here on will all be positive. Unlikely too that there will be need for more funds with a nice early cashflow from ASDA. All these suppliersw will supply other supermarkets, etc though presumably with other machines. So Tesco, etc are going to be lining up for quick action in 12 month's time. Could tehre be a better emerging comapny scenario on the market?

Eric

kshammas - 24 Mar 2005 13:24 - 2292 of 27111

Incredibly tight spread at the moment, 17.53 sell and 17.65 buy in latest trades. Any more experienced investors like to take a guess at the reason for this? My primitive mental calculator estimates that at about 0.66% practical spread! This seems very small to me?

Dynamite - 24 Mar 2005 13:28 - 2293 of 27111

KS high volume narrow spread, little volume wide spread

bosley - 24 Mar 2005 13:31 - 2294 of 27111

good afternoon. i wont comment on the price until end of day/week. we have finally got what we wanted, confirmation that this is real. asda have signed!!!this is no longer a pipe dream. AND , if you look at the rns , it's even better than we could have imagined.

"Even before the first machine has been converted
ASDA and Stanelco are working together to look at other areas of opportunity for the technology."

to me , that says this is just the start of a series of deals with asda. we joked about it a few weeks ago but maybe we WILL be seeing asda using seo's water-soluble detergent capsules in in thier own brand products, foamed starch trays, edible sachets, maybe even frog-pack in the stationery dept. pure speculation, but so was todays deal a few months ago. so , relax. let the sell-on -news people sell. this is just the beginning. this is what asda own man says, (its worth repeating over and over again)

Tony Ruane, Technical Manager, Meal Solutions category at ASDA said:

'This is a first to market for ASDA - real innovation. This could well turn out
to be the biggest thing in packaging for years. The benefits for both the
environment, our customers and suppliers from this technology are far reaching.
The potential for the use of Stanelco's technology grows every time we look at
it. Every visit to both stores and suppliers identifies new areas and ways in
which the technology can be used. We are looking forward to working with
Stanelco.'


EWRobson - 24 Mar 2005 13:43 - 2295 of 27111

Good stuff, bos. Now, if you want a super example of a flag just page up and look at the SEO chart. The future action is quite clear. Joint the resitance and support lines and I believe you can guarantee that the sp will break out upwards before too long. If in doubt, just say that Uncle Eric told you so. Just shed a passing tear for B**G, though.

Eric

stockdog - 24 Mar 2005 13:51 - 2296 of 27111

I think it's worth saying again, bosley

'This is a first to market for ASDA - real innovation.

This could well turn out to be the biggest thing in packaging for years.

The benefits for both the environment, our customers and suppliers from this technology are far reaching.

The potential for the use of Stanelco's technology grows every time we look at it.

Every visit to both stores and suppliers identifies new areas and ways in which the technology can be used.

We are looking forward to working with Stanelco.'

Every sentence carries its own weight. The decisive uptrend since mid-Feb's retracement remains well intact. It's almost entirely blue now with soime substantial buyers coming in, even though the general weakness in small caps is holding it back - end of tax year profit taking etc. - but it is now on its way to where we all know it is going. Up and up and awayayay . . .

woof, woof

SD
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