bosley
- 20 Feb 2004 09:34
Tonyrelaxes
- 14 Apr 2007 18:35
- 24220 of 27111
MadPad
Unconvinced about the ghost of HW influencing things although I understand he has been quietly moving behind the scenes to oust MW - probably for vengance purposes rather than regaining his job. Where and when did AoR's 4.4% holding go? - no RNS about that Notifiable Interest ceasing yet it is not listed in the Annual Report.
What does look encouraging is Schroders are apparently pulling the strings. I am aware (from an unconfirmed report) they had a meeting with SEO Board two weeks ago. I surmise that it was at that meeting they demanded 'their' man PM replace MW. I knew PM had had good connections in the past with the London Capital Markets, but didn't know it was Schroders. They must have been working on this for some weeks prior and already lined up Paul for the position and allowed him to consider it (and dictate his own terms?) as people at that level do not move usually in a week.
I think it will be too early to quiz PM at the AGM on Friday week but at least we can hear and meet him.
Interestingly, who is left that we can effectivly question?
The bean counter will probably confine himself to the figures, the old Chairman is resigning, the new one not settled in either. Liz hardly made a name for having abilities of informed eloquence at the EGM. That leaves the dear old Bob, but he is only the scribe. A pretty lean and uninformed top table it seems.
Another connection? Our new man is PM. Now, why do those initials seem familiar? Ring any bells?
oblomov
- 14 Apr 2007 23:04
- 24221 of 27111
Post Mortem?
Mad Pad
- 16 Apr 2007 07:45
- 24222 of 27111
Todays FT reports the appointment of Paul Mines after "consultation with a significant group of shareholders",otherwise nothing in the article we don't allready know.Page 20 Companies section.
oblomov
- 16 Apr 2007 08:13
- 24223 of 27111
The Telegraph reported that on Friday, Pad. See link above. Anyone know who 'significant group of shareholders' was? Schroders?
Mad Pad
- 16 Apr 2007 08:23
- 24224 of 27111
Schroeders I would have thought ,see the connection in my post 24218 above .Also any coverage in the FT has to be better value than that in the Toriegraph!
Mad Pad
- 16 Apr 2007 09:19
- 24225 of 27111
So that's it now,funds sorted out(last chance?),management sorted out (last chance?)let the next announcement be of a deal for all of our sakes.Must get back to the day job now.
tweenie
- 16 Apr 2007 10:41
- 24226 of 27111
yep ....... it's all smoke and mirrors until several deals are delivered.
They've got lots of innovative products and potentially several niches in markets to fill.
But until they deliver contracts and profit it's all JAM TOMMORROW.
holding.....shares not breath.
:-)
Fred1new
- 16 Apr 2007 10:50
- 24227 of 27111
Any talks of a takeover yet?
8-)
hangon
- 16 Apr 2007 15:10
- 24228 of 27111
They may have some good products with stacks of potential, but they have pretty inept management - witness the sp graph.
-and who told us about these exciting products?
-why it was the inept management.....now, you believe them when they say "this is great", and when they can't deliver, you think the products are still great -
-so it's the customers at fault, ah! that's the answer.
Grr!
hewittalan6
- 16 Apr 2007 16:01
- 24229 of 27111
Is something stirring in Stanelco towers??
Rises for a couple of days!!!
Is this just because we now know for certain who is pulling the strings (Schroders) and we have more faith in them than the previous puppeteers??
Interesting.
greekman
- 16 Apr 2007 16:09
- 24230 of 27111
Products often have potential. As far as the investor is concerned, the greatness of a product can only in my opinion be measured by sales. I am sure some of you remember Leonard Rosita and his Grot Company Products. He invented products that were completely useless, but they sold, because the customers wanted them. OK a comedy, but in all seriousness, it is customers that define success, more than the product. If the customers don't want/buy it the product is useless.
Just a thought, Leonard Rosita, SEO CEO. Now theres a thought. Shame he's dead.
Just seen the above post....Stanelco Towers, Do you mean Fawty Towers, John Cleese as MD perhaps.
oblomov
- 16 Apr 2007 16:29
- 24231 of 27111
'Is this just because we now know for certain who is pulling the strings (Schroders) and we have more faith in them than the previous puppeteers??
Interesting.'
No, Alan - it's because the stock market has risen generally and taken SEO up a little with it.
SEO's SP is stiil pathetic. An 8% rise of a pathetic SP(virtually nothing) still equals a pathetic SP in my book!
What has to happen with this share before certain shareholders realise the company is a dead donkey? The next cash call?
kimoldfield
- 16 Apr 2007 16:43
- 24232 of 27111
Dead donkey bounce?
hewittalan6
- 16 Apr 2007 16:50
- 24233 of 27111
Oblo,
I am not saying for one moment that SEO is a spectacular investment, far from it.
To say it has risen in line with the market in general is a little wrong.
It rose on Friday by more than the market and has risen by 9 times the market today.
I lost much patience long ago, but I was merely (in an attempted lighthearted way) pointing out that we are now sure the board - and therefore the company - is pretty much full of institutional placemen and that must be a good thing. The market seems to perceive it as so.
It may not mean huge orders from WM or McD, but it may mean plans that would raise the SP, even if only a bit. That would be a bit let loss for us all, and maybe even a profit for the few.
Alan
oblomov
- 16 Apr 2007 16:59
- 24234 of 27111
Alan,
I'm commenting in a light-hearted way myself. If I didn't laugh....
But the SP is so low that any change is going to be large in percentage terms!
A shift of 0.01P equates to around 1%. When it dropped from 1.8P the percentage drop was equally spectacular. It is sure to be - the fluctations are only measure (I believe) to 2 decimal points.
SEO is a spectacular investment - spectacularly stupid!
hewittalan6
- 16 Apr 2007 17:00
- 24235 of 27111
Nevertheless, the last couple of days may point to stirrings!!
IMO.
Alan
tweenie
- 16 Apr 2007 17:15
- 24236 of 27111
whys everyone so touchy?
You'd think you did'nt want a return on your investment?
:-0
1 by xmas
:-)
Thats the money in my piggybank, not the sp.
SMILE!!!!!!
Mad Pad
- 17 Apr 2007 08:16
- 24237 of 27111
Bought some TOMCO ENERGY recently {TOM.L} .Reading the website "tomcoenergy.com" I see that the directors were involved with a company called Cadence Resources which was a 450 bagger in 5 years!!!!!!!My point is dreams can come true.See you all at the AGM?
Fred1new
- 17 Apr 2007 08:40
- 24238 of 27111
OBLOMO, I am quite content with the rise in SP for the moment, but I suppose it does depend on the price that it was bought at.