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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


brain2brain - 13 Apr 2005 15:53 - 2786 of 27111

I always listen to my uncle Eric. Its usually good advice. I've sold my shares in NRG (they've been drifting sideways and down for the last month or two) and invested in another tranche of these beauties. They now represent about 30% of my portfolio. Not too overweight but more than I would normally put into one share.

Good luck to all holders. Anywhere north from here (21.2) will suit me fine. Job number 1 is to recoup my 8.5% loss with NRG.

Cheers

B2B

driver - 13 Apr 2005 16:36 - 2787 of 27111

I also have commiserations for the bprg investors although not all of them, they gave us a load of crap on here a few months ago over the cc, yes we should buy them out say 10p? If they had used the 20% rule they would have got out long ago at 104p in fact. I also agree that we are properly seeing the fallout from them on here today.

Barry Harris
I see you posted on here by mistake, you can use the edit button for that reason, funny you didn't put it on nxt after all.

andysmith - 13 Apr 2005 16:38 - 2788 of 27111

Well done B2B, I did the same with YOO in Jan. Sometimes you have to cut your losses. It did me no harm at all.

driver - 13 Apr 2005 17:14 - 2789 of 27111

Andy.s
I see you have been having a bit of a barny over on bprg, I have been in the same situation many times (red) for one, you have to take it on the chin and move on and learn if you don't want to take the risk use the 20% rule you will never loose money if you are quick enough.
Bye the way I am not going to post on bprg I will get slaughtered.

aldwickk - 13 Apr 2005 17:33 - 2790 of 27111

Someone posted this on the BPRG thread on April 11th, what a diffence a few days make.
Changed my mind and bought as many as I could late on. This company will never be so cheap ever, ever, ever, ever again. World-beater by the end of next week and 100 by Xmas......................

driver - 13 Apr 2005 18:00 - 2791 of 27111

aldwickk
I have just looked back on our post's and he (mentioning no names) told us on here that he had done just that, bought back in, may be he was on a suicide mission. Or may be he posted on the wrong board as well.

ethel - 13 Apr 2005 18:07 - 2792 of 27111

As BPRG seems to be in so much trouble will they make SEO cough up some dough soon for the cc and how much,if so??Am NOT trying to be negative just a simple question.One has to be very careful with one's words,there are a lot of very sensitive people around this BB at the moment.

Barry Harris - 13 Apr 2005 18:27 - 2793 of 27111

driver

Barry Harris
I see you posted on here by mistake, you can use the edit button for that reason, funny you didn't put it on nxt after all.
driver

Got the info from the "N" on my stockwatch/moneyam. meant to copy and paste to advfn bb which I did. someone there wanted to know why sudden move on nxt, and in the excitment mis-posted.

Sorry no ramp intended. (post removed)

stockdog - 13 Apr 2005 18:32 - 2794 of 27111

ethel - que sera sera, but the worst of the cc is in the SEO price already. My personal view is that a weak/ened BPRG management will have other fish to fry. Indeed, if new management comes in they may deliberately write off the cc problem - why would they want to walk into a probable failure, better to blame the last management. Alternatively, if there is to be a trade sale of the business, they will also want it clean and probabyl be happy with a settlement with SEO, even at a cost, since it reduces the worth of BPRG they have to pay for.

On balance BPRG's problems seem to me to improve SEO's position vis-a-vis the cc. However, if things got so bad the administrators were call in, any liquidator worth his salt would pursue the cc if it REALISTICALLY meant more fees for them (sod the creditors for whom they are supposed to work!). But they certainly would not do it wrecklessly or - what's the word for doing something purely to cause harm rather than seek proper financial address? - anyway, that.

SD

Poverty - 13 Apr 2005 18:45 - 2795 of 27111

Agree with Stockdog about the cc. However I don't think we should be talking about the recievers - there is nothing to remotely suggest that in connection with BPRG.

Incidiently Andysmith I do think its pretty poor form to be on the BPRG thread trying to sell them SEO!! You think that's going to make them feel better - how would you feel if the situation was reversed???

The only certain thing in the stockmarket is the nail-biting uncertainty - I hate it when people say "it's a sure thing" esp when they have money in the shares they are blagging.

SEO's flag should be at half-mast in recognition that these things can happen to ANY share.

bosley - 13 Apr 2005 18:50 - 2796 of 27111

sd. maliciously? anyway, ethel, bprg cannot make seo do anything after the appeal courts ruling. bprg took a good spanking today , but their problems are not as bad as it seems. they have tons of cash and good products. i thought long and hard today about buying them as i have come into a little cash lately. in the end i bought more seo. there's never a sure thing doing this investing lark, but i think seo , AT THE MOMENT, as are close as you can get! i am happy to be totally overweight .eeeeeeeeeeee i remember when bprg were 130p and seo was 4p. who would have thought that a few months later they would only be 10p apart.

andysmith - 13 Apr 2005 19:38 - 2797 of 27111

Driver, I've never owned BPRG but I know someone who does.
Poverty, we had BPRG folk on here gloating and stating SEO were finished.
Difference here is offering a recommendation to research without gloating or taking the piss. Some will want to recoup their losses and SEO is as good as anything right now. So if I said some other recommendations it would be OK??
Dil's "I told you so" would not appeal, BUT there are genuine decent folk invested in BPRG right now with heavy losses deciding whether to hold for recovery, buy low to reduce average or sell and recoup losses elsewhere.
Difficult decisions which SEO holders could have been facing were it not for RF sealing and which I faced thanks to YOO directors. IMO, only bad form if taking the piss which I would not do, I don't like to see decent folk lose money.

driver - 13 Apr 2005 20:09 - 2798 of 27111

Barry Harris
You can come out of the corner now.

driver - 13 Apr 2005 21:03 - 2799 of 27111

For what it's worth I think that bprg will now drop the cc, it has cost them up to 2m in costs already any more negative news coming out of this will send there sp into free fall. Look at what Ian Balchin, Chief Executive of Stanelco said after the last appeal he doesn't even think seo has a case to answer for.

'This is a very significant result for Stanelco and leaves the way open for us
to appeal the decision of the Patents Court, which we now intend to do. We are
committed to protecting our technology and remain confident in our litigation
against BioProgress that Stanelco will retain access to the technology which we
developed.'

Chelsea1957 - 13 Apr 2005 23:04 - 2800 of 27111

Just looking at todays trades - over 7 million buys to less than 3 million sells? I don't understand this trading lark (I tend to invest longterm and am looking at keeping this share for at least 2-5 years subject to balance of news remaining positive) - any reason for a fall in the price today? Although I'm not too concerned about short term fluctuations I must admit that I do read this thread every day and find it very informative...and at times very entertaining...I look forward to the news on this board almost in the same way that I enjoy a good daily newspaper!

By the way Chelsea v Liverpool European Cup semi-final...wow, thats going to be exciting!

g64946 - 13 Apr 2005 23:10 - 2801 of 27111

An interesting fact for you Liverpool fans (personally I'm a neutral, but I do support SEO!):

In 1981 Prince Charles got married, Ken married Deidre, there was a new Dr Who and.....Liverpool won the European Cup

overgrowth - 13 Apr 2005 23:12 - 2802 of 27111

Chelsea1957 - When a share is as volatile as SEO right now, yesterday's (or a few hours ago's) sell prices can become today's buy prices and vice-versa.

Large trades are often delayed in reporting and even though they were sells at a higher price, they are often reported as buys because the price has dropped so much in the meantime.

Also some buys will have have been broker buys or market marker buys, which are not really buys (i.e. they won't shift the price) - just the trading floor shuffling around their temporary assets.

I expect a bit more selling over the next couple of days during the "consolidation period", then as soon as momentum starts again it's time to buy in again or top up, because news will be on the way soon.

driver - 13 Apr 2005 23:17 - 2803 of 27111

I said I wouldn't post on bprg but I just did, I agree with bos it's a great opportunity to in on bprg on the cheap.
Chelsea1957
Except when you read my post's it must be like reading a comic.

jimmy b - 13 Apr 2005 23:20 - 2804 of 27111

That was informative overgrowth ,im out of these unfortunately ,took the money and ran ,i think i need to get back in for the long term ,these look like another Asos ,JB...

EWRobson - 13 Apr 2005 23:44 - 2805 of 27111

andysmith, overgrowth

Your suggestion is that there could be some easing of teh sp over the next few days. Could be right as the existing news, it can be argued, is in the price. It could equally be wrong. We have had the news which ties up the supply side. Premier and Advance Engineers are over here for three months for training. Advance already supply R/F Generators to SEO so they have less to learn except they now will make the complete units. Now, what does that imply about US sales. Clearly, these engineers are returning to North America to immediately instal units. What I believe that says is that there is a major deal in the offing, possibly several. So expect an RNS announcement before the end of April followed by the second leg of the push to 30p. The danger of waiting is that of missing the current opportunity. Both of you, I think, already have very significant stakes but I am thinking of readers on the board who might forego the current opportunity.

That was a narrow squeak. Took out a CFD on BPRG a few weeks ago utilising margin on SEO. What happened the next day? Back came SEO and I had to bale out of BPRG straight away - thanks for that SEO! I have been puzzled by BPRG as they seemed to more interested in protecting their copyright than utilising it for developing and launching the capsule product. Who is that product relevant to? SEO for InGel Technologies. The Patent Court judgement split the ownership of the several patents involved. A takeover by SEO may not be so foolish an idea. There's ethel, worrying again: its time to smile :-)

Well done, di, for getting back in: the difference in sp will look small in the future. driveer: Trafficmaster, ASOS are only relevant on the way up, but subsequent reactions appear inapplicable. With SEO, we are still in the launch phase: the low gradient initial line of an S curve with initial industry leading clients; about to round the curve to the steep, relatively, gradient as the market at large takes on the product. Agree andysmith that the best reading at the moment is to advance the 2008 volume to 2007, that is some 150M+ total sales by then and royalties of 100M+ per year. Significant margin on the former as much of teh work is contracted out; the latter, nett of payments to partners, goes mainly through to the bottom line. That is why such large projections for the sp are discussed on the board and why the stable members of the commentary team are in for the long term. The answer to the pension problem!

Eric
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