bosley
- 20 Feb 2004 09:34
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
seb190774
- 13 Apr 2005 23:53
- 2806 of 27111
hi
I am very faithful to Stanelco as I invested most of my savings in it and gonna hold for 3-5years. I read your posts which are very interestings. I can give you all some links which are very interesting (mainly about the sp forecast).
www.fillyaboots.com/f7/forum_posts.asp?TID=1470&PN=0&TPN=1
www.sharesforum.co.uk/index.php?showtopic=1150&st=35
Please , could you tell me what you think about these forecasts ?
Honestly, I can't see at the moment any other companies with more potential than Stanelco. This is just the beginning!!!!!!
regards
seb
bhunt1910
- 14 Apr 2005 00:02
- 2807 of 27111
Eric - I just hope that you are right - I could do with boosting my Pension as my daughter is getting married and I have my first grandchild on its way.
Baza
Chelsea1957
- 14 Apr 2005 00:19
- 2808 of 27111
Thanks for that overgrowth, I guess short term trading is pretty tricky - much prefer to make longer term decisions. Bought first of all at 10p and topped up 4 times averaging now 14p - these desisions were all based upon the excellent information provided by "the regulars" (particularly EWRobson, andysmith, French Connection to name just a few...what a happy little family!) I'm mostly in the background absorbing all the great info and only post when I have anything useful to say. I'm happy with my overall position, but the more I read and understand, the more I'm tempted to raid the "cooky jar" to buy a few more!
Driver I enjoy your posts just like everybody else's,although some days I read the FT or Shares Mag, if the mood takes me why not the Beano for a change? "Horses for Courses" as they say!
TheFrenchConnection
- 14 Apr 2005 05:25
- 2810 of 27111
mes amities / .The demise and carnage that is ex city darling - BPRG - has come as no surprise to me whatsoever .None. ln brevity -Despite a attractive swagbag of interlectual properties with close ties to biotec depts at Oxbridge lt juste never delivered . Pure and simple. Quite recently, upon noticing a plethora of intensive sustained buying in the mid 80s ( pence) , after BPRG had broken out of its six month 62/75 trading parameter, i wrote a note of caution on their thread in that one of the mms in this stock happens to be a close friend of mine; and even though BPRG was the second most sought after stock on the market he was extremely reluctant to hold a high number in percentile terms at close of business. He was weary of it at anything above 62p. Very weary. To him 62p represented true maximum value when compared to the basic fundementals and variables of its peers in the junior pharma sector; and that,of course,is taking into account BPRG met ALL its forecasts and projections and closed all the deals with those like Wyeths and others like Colgate that it alluded to in various RNS 's but allowed to simply drag on without keeping shareholders abreast of developments. . But if 47p was breached he was even wearier as the sheer momentum of stop losses automatically triggered at this level spelt 37p immediately ! !Looking through thier books and observing such information ,Simon C. and his legion of shorters had an absolute field day in merely expolited a legitmate mechanism in the market which is intended to prevent huge losses occuring .-the irony is not lost on me. }.Anyway in citing all this i was the recipient of relentless, incessant and quite unneccassary abuse. Now as it happens i spend most of my day vociferously debating the merits and shortcoming of various stock so i am certainly not going to be drawn into name slinging on a computer { good at it as i may be }. ..Obviously l feel sorry for all those who have lost money on this stock. We have "execution only" clients who went as high as 160p ,,but it is a stock that proves the adage that all that glitters be not gold . ... UNLIKE SEO !!!! l topped up again today .ALWAYS a great positive sign when your postion can only be forfilled after a bit of ringing around . l juste have this feeling that when the mms let this off the reigns it will fly .Adopting a longer term stance nowadays; but dont get me wrong i will still sell a percentage on big sudden movements. Forever the percentages man ,,lol Wow, ever since this "revolutionary" RF tec became known to myself, and of more relavence, to the packaging industry itself it has only been greeted with nods and winks among traders , and approval after approval and agreement after agreement and CONTRACTS for the company . .Yes. Tangible money making contracts which will eventually generate royalties worth untold millions in total antiphisis to BPRG and its plattitudes . All a load of twaddle . . To my way of thinking SEO management have been pretty prudent yet decent to us in their somewhat cleverly released series of positive RNS which on each occassion have justifiably acted to create new strong levels of support and also rapidly bolster and sustain the s/p which has somewhat abated a rights issue at a level which a matter of weeks ago could have have been construed by most( inc. myself ) as absurdly low . 10p was mentioned in our offices no more than a month ago. That simply couldnt happen now. What i mean is that with SEO we have not been left to wait on outcomes of RNS and juste rot as were the poor wretches who went "gung ho" on the likes of PET RES and are STILL waiting. As for what exactly, l am not as yet quite so sure. John "the sub" Teeling is past it. Hogan utterly utterly bloody useless. The FT write up on the pair at the AGM at AFD amply illustrated that much . A pair of right jokers. . Oh to have been a fly on the wall at the recent boardmeeting of MIO when Teeling was told to sling his hook as chairman ? And what is AFG now ? nothing but a mere fiscal conduit to CDN which sorta proves John you dont go looking for gold in a country where inflation is 700% ...So taking that into account the rather nefarious actions of such company boards as those mentioned i feel in Balchin and Co at SEO we have strong ,commited, robust and very errudite and knowledgeable open style of management with a product they know could be the new "terapak" . lncidentally Eric: Where you suggesting a rights issue was unneccassary or have i misunderstood you ? l beg your pardon if i have. Personlly i cannot imagine SEO with less than 50k in liquid cash having much of an alternative .....BUT ,,,,ooooo ill tell you what would be really palatable dish and rather appropriate given the circumstances .An "all share" offer for BPRG and then access to the 20 million they have wasting away in their coffers . . Or is that taking cheekiness too far ? Did Stockdog mention that before ?? ( we are on a winner in that FAO incidentally SD ,-that RNS was PATENTLY wrong --Energem { FAO } was awarded the Chad licenses from the Chad ministry itself when competing against oil giants Shell and ExxonMobil . FAO did not attain them by default or cast offs from Shell as that RNS seemed to suggest ,,,,,,,!!! . ....Bonne chance ....a'bientot ......ciao .@+ J
bhunt1910
- 14 Apr 2005 08:03
- 2811 of 27111
overgrowth - best get in quick - the price is already rising
Baza
bhunt1910
- 14 Apr 2005 08:11
- 2812 of 27111
Picked this out of the Shares Magazine under a BUY recommendation for SEO
"First target in America itself with giant WALMART telling its suppliers to use GREENSEAL just as its UK subsidiary ASDA is doing over here"
Well thats new news isn't it. I know we have all been speculating thT Walmart will use green seal - but I have seen nothing to confirm it.
I wonder if Shares has jumped the gun - or have info we dont ???
Either way its good news/speculation
Baza
stockdog
- 14 Apr 2005 08:15
- 2814 of 27111
TFC - my English-French dictionary is, as I write, winging its way to you. I have highlighted the B section where it showns the word "brevity" which I believe you use (to rather poor semantic effect, if you don't mind me saying so) in the second line of your epistle this morning. What are we - a bunch of Corinthians? LOL :)
SD
PS, yes SEO casting an eye over BPRG is a natural, opportunistic reaction - no idea what's really inside the lid though.
andysmith
- 14 Apr 2005 08:18
- 2815 of 27111
Doubt it Di, but at least they can read in the knowledge that even ardent SEO supporters wish them well with their investments. Agree with Bos & OG, BPRG will soon be worth a buy, with so many good product streams they too should recover and sp increase, or a take-over!! How things change so quickly!!
Di, I will post a question on GFM thread to you later, have to work now.
Eric, I bought more on Monday when it fell back as I am now more convinced we are about to see the next breakout which could be even better.
Have a good day folks.
ssanebs
- 14 Apr 2005 08:48
- 2816 of 27111
tim freeborn in his buy note on monday states that seo will be delivering to Walmart by the end of summer, that is why shares have printed it.
jimmy b
- 14 Apr 2005 08:49
- 2817 of 27111
I just got back in ,wish i never sold when they were 15p, still think ill be holding these for a while..JB..
EWRobson
- 14 Apr 2005 08:49
- 2818 of 27111
Grey outside but beautifully blue inside. Great to see the toppers up. It would be most surprising if Walmart were not already committed. You wouldn't spens time and effort training all these engineers from Premier and Advanced if there was not un grand poisson in the bag - OK, sd, you wanted us to use our French/English dictionaries! tfc: I am hoping, nothing more, that SEO don not need to raise more funds as they expressed view that earlier fund-raising would take them through the marketing phase; presumably revenues are starting to flow; the cost of sale should not be that much; they are following a policy of a small core team pulling the strings of other specialists. If so, it should not be that much to act as a brake on the market.
Eric
blackbelt
- 14 Apr 2005 08:57
- 2819 of 27111
I must commend you andysmith for your relentless posting yesterday, i cut out of pixology and into SEO finally!! both have gone opposite directions already..........
TheFrenchConnection
- 14 Apr 2005 09:32
- 2820 of 27111
Amities / lncidentally is that the same Andy wo recckied GFM @ 2p to myself during those long gone heady fab "hi tec" daze ?? a/b ...@+ J
bosley
- 14 Apr 2005 10:38
- 2821 of 27111
morning all. good posts. re bprg . forget about them !! like i said they took a spanking yesterday but they are not in any trouble.they will recover from yesterday. if anyone does go for them it will be one of the pharmas, not seo. i totally agree, eric. deals are going to be coming soon, otherwise training these enginneers is a total waste of everyone's time. which cfd company are you with again as i fancy a go at it?
bhunt1910
- 14 Apr 2005 10:45
- 2822 of 27111
Looks like a bit of consolidating going on
I have used CFD's (but with only a couple of weeks experience under my belt) and deal through Barclays stockbrokers - they seem ok and on the ball.
Trades are 17.50 (7.50 on normal account) - but SEO has to be done over the phone - although once dealt - they are immediately viewable on line with an up to the second P&L account.
Other CFD's are tradeable online (eg Neteller) - but not SEO - yet.
B
bhunt1910
- 14 Apr 2005 10:46
- 2823 of 27111
Must confess - I bought some BPRG yesterday at 30p as a recovery play - but am watching very carefully
B