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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


Barry Harris - 04 Apr 2005 22:21 - 2477 of 27111

superrod, How can anyone sell shares that they dont own?

EWRobson - 04 Apr 2005 22:30 - 2478 of 27111

Out for the day and glad I wasn't around for the earlier gloom. Reasonably strong finish. I would have though most end-of-tax-year selling would have been pretty well complete and there could well be some new buying tomorrow.

driver: how did you know? Could be my younger brother, not that I have one (that I know of!). Shares the somewhat professorial look over the specs.

tfc: Let us know when you buy back in - a nice profit but take note of driver's suggestions for some real money!

nick: well done! Good post on www.t1ps.com I have added a comment re valauation and also challenged SC to read the EVO update, change his recommendation, with suitable reward from his long lost sibling!

Agree that Tom Winnifrith is a good objective poster. Its worth the annual sub of around 70 to 80. The Evil diaries are published twice a week and are high on entertainment value although sometimes painful when you find yourself in the firing line. He readily admits his fallibility and is thus not in line for the Pontiff's role! With SEO he appears to have picked up on a minor scene and missed the major plot. Hopefully Nick's well-considered note will lead to a Damascus Road light/conversion!

Eric

andysmith - 04 Apr 2005 22:46 - 2479 of 27111

For what its worth I think SEO will drift sideways for a few months, especially in the normally quiet Summer period. With the 16.5p support broken, forecast 2005 profit 5m (2005 EPS 0.6p x 30PE = 18p) and wretched cc still in the background you might see minimum 14p to maximum 18p. Previously I expected 25-30p within a few months but now I feel it may be the Autumn before the next push when hopefully we should have seen the full extent of the immediate one year deal and some real earnings posted in the interims. That will give a picture of 2006 which I feel the general market needs, remember not everyone has our optimism but I for one can wait. For now SEO could be a traders dream until the next new good news. Happy to be 14p-18p this Summer and then a new push upwards, remember last Summer was 4p-6p!!

overgrowth - 04 Apr 2005 23:09 - 2480 of 27111

andy - I think the bounce back will be much sooner and with some force, remember that all those shorters are going to have to buy back the shares they've sold lol !

bosley - 04 Apr 2005 23:20 - 2481 of 27111

i remember those days, andy, and i agree 14p-18p is a far better range than 4p-6p. i have to disagree, though, with your thoughts on the share price drifting sideways. i think there will be more rns's concerning asda. i also think the cc has turned somewhat in our favour. remember , seo dont need to win it now.

re ek, after todays strong end i am expecting the old and false stories about the machines not working properly to re surface. maybe some expert will pop up and go on about interference again or that the thermodogscock sealing mechanism doesnt work on plastic.... something like that!!

Qibing - 04 Apr 2005 23:50 - 2482 of 27111

_40989801_jose203152.jpg

tau - 05 Apr 2005 02:25 - 2483 of 27111

please excuse my ignorance, but does anyone have to hand the timelength that seo hold patents for RF technology?
From the analysis I have seen, this appears to be groundbreaking technology with insatiable market coverage. I understand that stop-losses are important and are integral to the short-medium term, but this has such an air of market-dominance that I would expect to see triple digits within the next three resulting years.
My single concern is that the company can preserve their exclusivity to the product and defend their position as market leader.
I see that Tetrapack director is no:4 in Sunday Times 'Rich List '05'.
Purely a stab in the dark, but SEO are surely ripening towards takeover territory?


andysmith - 05 Apr 2005 08:13 - 2484 of 27111

If there is someone with the cash for a take-over, sooner rather than later would be a good time to mount a takeover before it costs too much because this potential is massive, and not just for food packaging.
Bos, agree that when updates arise this will fly but I just feel that the sp surge was in part on expectation of a better Asda deal. WE, the SEO faithful know there is much more behind the company and the potential is mind-blowing but mm's/traders do have their fun with SEO and the market may need more for the next surge. No dispute where its going, just putting another angle on when it might be, doesn't matter really apart from opportunities to buy more when opportunities arise.

bhunt1910 - 05 Apr 2005 08:24 - 2485 of 27111

Hey Ho - and up we go
B

andysmith - 05 Apr 2005 08:44 - 2486 of 27111

Slap my wrists folks!!!! I top-sliced & took some profit for my daughter and myself first thing yesterday and then re-invested most of it at a much lower price. I am a major believer in SEO as you know but I thought sod it, play them at their own game, take out my daughters stake and end up with a similar number of shares, and we are up already!!! Great news.
Doesn't matter re:timing, its just I can get away with a reason for price ranging for a while longer rather than just suggesting SEO will fall becuase I also say that SEO will be a major performer this year and next.
I for one hope we have at least two years before any take-over bids.

bosley - 05 Apr 2005 08:45 - 2487 of 27111

morning all. blue start to a miserable day here. its raining and ive got 10 tons of gravel to shift today. anybody fancy giving me a hand???
pretty much all buys so far today.AND a lot of the buys are good solid, nice, fat, round numbers. if these were red then you would be sure a certain person was shorting seo. but they are blue. has ek seen the light?? has eric gone crazy with his cfd's??? is this steady small cap fund managers buying?? or am i just looking for excuses to stay infront of the pc instead of humping gravel??? answers on a post card,please....

mickeyskint - 05 Apr 2005 10:03 - 2488 of 27111

Good on you andy and why not. Bosley I'll sent the MIL around she's built like an outside toilet.

MS

driver - 05 Apr 2005 12:01 - 2489 of 27111

EWRobson - 05 Apr 2005 12:54 - 2490 of 27111

Good old driver is speechless! andysmith joined the shorters but had the good sense to close his position! bos is up-to-the neck in gravel (suggests he buys NML as there are diamonds in their alluvial deposits!)!

Agree og. I suggest the graph of last year's share of the year, ASC, is relevant. Went to 70p, came back a third and that was a sure-fire entry point. Difference is in the term of the strength of the share. Clearly, there is short money out of the sp at present as otherwise it should be testing the resistance level waiting for the next positive news to take it through to new ground. Its interesting that Evolution are holding their projections close to their chest: the explanation, I think, is that they are market makers, not brokers; better to have an MM weho beleives in the company as they are likely to hold a decent supply of stock.

tau raises two good points in relation to copyright and takeover. My own view is that the primary reason that SEO have stuck to their guns in the cc is partly explained by their determination to protect their rights. There have been suggestions previously that it is difficult to make patents stick in this sector; however, I doubt whether any of the supermarket majors can afford to play fast and loose with other suppliers who have potentially infringed copyright law. Re a takeover, any possibilities clearly underline the sp. I suspect it would be difficult to make a bid stick. There is an interesting parallel to Manchester United with "The Age of Reason", primary beneficiary the son of Howard White (Deputy Chief Executive) holding 25.77% of shares. With four institutions, 50% of shares are controlled. The question-mark would be the effect on the serving directors and therefore the company of any hostile bid and you can't see any bid being welcomed at this formative stage.

Eric

bosley - 05 Apr 2005 13:19 - 2491 of 27111

all done. i did a compare and contrast look at seo chart and asc chart last night.the similarities are quite striking. as for any takeover bid, i dont see it. at least not yet. seo is very difficult to value as it is basically all about future potential and earnings. i wish i could buy nml, eric, but any spare cash i had i put into seo last friday. wish i had waited until monday, but.....i am very overwieght now. ( need to go to the gym , more:) )

driver - 05 Apr 2005 13:25 - 2492 of 27111

Speechless with outrage I think the saying goes not today all mien are blue seo appears on the graph to be making sand castles. Takeover bid what takeover bid we dont want any of that, they offer you 25p and the board takes it.

andysmith - 05 Apr 2005 13:28 - 2493 of 27111

Eric, didn't really join the shorters, just used part of my holding to gamble on being able to lock-up some profits and buy back my shares later in the day.
In reality I let them accumulate more stock for me at a lower price!! so hopefully Driver won't be too cross!!! Havn't got the nerve to risk too much trading though, especially as I still believe we are at the start of something very big with SEO.

driver - 05 Apr 2005 13:32 - 2494 of 27111

andy you can't talk your way out of it get to the back of the queue.

andysmith - 05 Apr 2005 13:38 - 2495 of 27111

I will go and stand in the corner and look at the wall !! then take a look at my SEO shares and locked in profit and think nice one. As I said the other day, long-term the SEO faithful will be laughing and nothing shorters can do will change the direction SEO are heading but with such an attack as yesterday I joined in the fun. Sorry folks!!! Back to being an investor today with similar holding in SEO as I started the week with but more cash.

superrod - 05 Apr 2005 15:40 - 2496 of 27111

barrysmith

shorters borrow shares from nominee accounts to sell. thats why all investors should insist on a share certificate to keep these leeches where they belong.
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