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Eric

Well done Honey, poor squirrel!

I think we are probably saying similar things in different words, both resulting in the belief we are in a strongly upward momentum phase subject to the normal oscillation within short term, narrow ranges and step moves between them.

I won't even attempt to rise to your challenge of SEO projections - I just don't have the numbers, prices and overehead figures to hand. I am not sure historical accounts will be much guide either. Here's a complete guestimate . . .

If UK & Ireland are generating 5m sales, then USA, Canada, Mexico must be 20m and Japan, Europe, etc another 15m. That's getting on for 40m annual revenues, at (wild guess) 35% operating profit, less 20% overheads, amortisation and legals (don't mention the war!), leaves 6m profit for 2005. With market cap of 187.29m today, that's a PE of about 31, which could/should be nearer 75(???) for such a growth business, suggests an SP of 51p - hey presto, think of the number you first thought of! Then add in frog-pack and all the other goodies and perhaps we are on the way to your 1.

What do you reckon?

SD

Evening Eric, SD, et al

First time I've posted on this thread for quite a while. I really should have bought a stake during the Court Case when at 4p, but my Share Club bought instead, so decided to limit my exposure to what at the time was a far from clear situation. Anyway, interesting day,in so much that the Bears and the Bulls fought out a tough draw with no clear victor.

SEO seems to be taking on the yearly small investors mantle of ASC (previously BPRG) as the momentum share of the year. It is unlikely that this momentum is likely to be halted in the near future (unless for bad news) and I believe that the upward trend will continue. In the short term the MACD remains positive with good volumes. I feel a Spread Bet coming on.

Regards

PTH

SD

All very reasonable. Have you access to the Evolution figures by Tim Freeborn? - these predate the recent partner announcements. 2006 is the first year of real volume and therefore doesn't have royalty payments. 2007 will be the year when previous estimates are dwarfed because of the royalties and because of the exponential pattern likely of sales as we move from the innovative leaders in each market to the mass of organisations that can't afford to be left behind. We have been talking about 5000 machines in three years but the actual number could be a multiple. The key point is that SEO can now cope with the voume given their supply partners. How quickly will this scenario become common knowledge? May be sooner than we think - back to Evolution I think who are free from direct responsibility and prepared to do the homework including talking to the key players. In one sense, I am not that concerned because I am committed to my base holding long term (unlike and other holdings) but I feel this dialogue is worth while to convince those who might otherwise be short-term holders.

Eric

i have little idea about technical analysis but i am going to join in this techie chat. we keep saying seo is this years asos. i have said before that the charts are frighteningly similar. the movements over the last week or so only add to the arguement. on a number of occassions last year asos dipped close to the 50ma only for it to shoot back up. last week was our first since the golden cross(is that what you called it , sd?). if seo carries on in the same vein as asos then there will be other opportunities to fill yer boots! my biggest fear is that seo becomes like bprg and gets taken over by wanker traders.

Eric, I think that the projections of machines per year can be brought forward.
I would expect that 5000 machines will be 2007 depending on the deals that can be struck but at least they are now in a position to deliver following the recent announcements and without needing to significantly increase overheads or raise funds. 100p conservative, could well be. That's why I will hold these for a long-time. The blue-sky article in Shares for annual profits in excess of 50m per annum is less of a pipe-dream but a very real possibility. Seems ridiculous on historic performance but that is history, SEO are moving forward.

off topic. andysmith, i think you've got the same feeling about moi as i have. could this be next years seo, perhaps......?

I think that Moi could be next years SEO, another recovery stock with ten-bagger written all over it. Only small amount of dosh left at moment but due some in June and may increase position in MOI then. Can you believe how well we have done with SEO this year? Just when you think the sp is running out of steam they deliver more good news. How long until a US supply deal? Almost certainly with Walmart?

Fascinating that MOI should receive a mention. Kicked off a new bout of research last night, totally independant of MoneyAM and amongst a shortlist of 20 companies or so, MOI feature. Probably no great recommendation, but it all helps to lend credence.

PTH

I am also like bos I don't have much idea about technical analysis, but I have just had a look at the Graph for Trafficmaster over the last two years (when I was in from 10p to 110p) and I see the sp of seo going the same route, Trafficmaster issued rns's every now and again on the deals it was making with car companies the deals kept coming although not that good that's why the sp has dropped since. The graph is interesting if you do have a look especially the rapid rise from 40p to 110p is what sd was talking about.

I have posted the Graph have a look

What a performer - SEO down 1.5 at mid-day then closes even! These shares are amazingly resilient.

Di - you don't need to listen to Uncle Eric too closely - he tends to eulogise about a share the moment before it dips! However - longer term I agree with him and SD et al that SEO have a lot further to travel - and I am indeed hoping so! 1 per share in 12 months - well why not!?

I have been in and out of SEO this year - and very happily too! Like you I don't always get the right sell date but so far my stockmarket experience this year is heaps better than last year.

I don't have 100million shares like some posters of this BB say they have! However 15% is 15% whatever you've got.

morning all. so we are agreed. shares on the up and up dont move in straight lines. so really, there is no need to panic when we have the occassional dip, as sd said. hoping for a steady eddie day.

Looks like they parted company in december.

Aldwickk - I especialy like the last chart

B

BPRG have just issued a statement, don't sound to good.

have you seen bprg now. f**k me!!!!

Those poor BPRG holders, devastating .. I think Seo might be down in sympathy?