bosley
- 20 Feb 2004 09:34
TheFrenchConnection
- 21 Apr 2005 03:26
- 3191 of 27111
Amities / Clarification that top man at Asda, Alan Leighton, was INDEED in three meetings with top execs @ Brandes lnvestment regarding the former buying the latters 10% stake in William Morrisons. lt would therefore not be illogical to more than assume that Asda, with Wal Marts muscle, are not so subtly preparing the ground for a leveraged buy out of the troubled food retailers-Morrisons. . Actually it would make a good bolt on aquisition for both parties ;but lets forget the bigger picture of such a massive "buy out" for a second and concentrate on the quite equally staggering implictions such a deal could/would have for SEO The potential implications for SEO are not lost on any of us. Of that much i am sure . The term "Exclusivity " to Asda then assumes a totally different meaning and its fiscal implications for SEO should be re-defined and re-rated as Morrisons are a not exactly a corner shop set up Ran properly and with obvious synergies they would contribute greatly to Asdas coffers. ...But more to the point i am sure they will have almost the same number of units awaiting retrofitting as does Asda .,,,,.mucho $ ..Am i reading to much into this at this stage in proceedings ? But it was music to my ears.For what Asda wants .Asda gets. With Wal Mart as your backer you juste dont lose.And what with Wal Marts much loved, much publisized, policy on high volume leveraged buying through mass aquistions another piece of the jigsaw falls into place. To be honest i feel a deal with Wal Mart is merely a matter of time.lt is strongly anticipated. . . MMs have readily recognised this fact or "some fact " which makes them more than happy to remain overweight in thier book on SEO stock. .Thats not usual unless something has a buck in it. Perhaps this fact is a little easar to understand when it is taken into consideration that which has already been pointed out- Namely that there is only a maximum of 28% of SEO stock being actively traded , or remains "live" for trading purposes at any given time . The remainder remain out of circulation. .MMs are in a win/ win scenario here with SEO . And when you get trades of 600,000 @ 22p buying on the bell who can blame mms for not taking this "bullish" stance ? ? . Upon really close scrutiny of the pattern of the spread today it more than suggests an undeclared, yet to be announced, big "buyer" is in the market - more than propping up the "bid" @ a 21.75 and .50 despite a plethora of sells which under certain circumstances could have shaved a point from the stock ..Now mms were not being generous .They were either mopping up an order or we were observing the remnants of of Simon C 's now bankrupt acolytes closing shop and limping off Or as i believe; Perhaps the start of something bigger in institutional interest. Toe dipping by proxy. ..But at the very least more POSITIVE publicity and the incessant Buying which keeps seo rolling along ..Qui sait ?.. Given the ficlke idiosyncrasies of Mr.market volume held up nicely today and especially yesterday when everything was a little red like you Bos i am very bullish on SEO .More than i have ever been to be honest .... . ....a'bientot ,,,bonne chanc....@+ J .....
bosley
- 21 Apr 2005 07:51
- 3192 of 27111
blimey tfc!!! why not drop a bombshell or two!!! would the mmc allow such a thing?
morning all.
Sharesure
- 21 Apr 2005 08:31
- 3193 of 27111
SEO agm. Yes,I am definitely going so will happily put questions if anyone wants something asking.
Morrisons would make a tidy deal for Asda; hope the radar is right.
jimmy b
- 21 Apr 2005 08:50
- 3194 of 27111
Ticking up nicely this morning ,and on a bad day too..JB..
bhunt1910
- 21 Apr 2005 08:55
- 3195 of 27111
Now at an all time high !! jeepers
Baza
bhunt1910
- 21 Apr 2005 09:29
- 3196 of 27111
Must confess that I am surprised that the FTSE is up after the mauling the Dow took last night. - Good to seo ticking up steadily - hopefully in anticipation of more ghood news tomorrow
Baza
bosley
- 21 Apr 2005 10:27
- 3198 of 27111
blimey!! i'm getting dizzy !
sellsell
- 21 Apr 2005 10:31
- 3199 of 27111
report in the FT about good news to be announced at the AGM
kshammas
- 21 Apr 2005 10:38
- 3200 of 27111
From FT website...
"* Market talk suggested Stanelco, up 4.8 per cent at 21p, could announce more good news at its annual general meeting on Friday."
bhunt1910
- 21 Apr 2005 10:47
- 3201 of 27111
Must say - the adrenalin is pumping
Baza
nickrichards
- 21 Apr 2005 11:05
- 3202 of 27111
I am pretty sure that some of us hold Centamin Egypt shares, They have just released an RNS stating that they have got the long awaited permit from the Egyptian Government which is great news, Sorry to raise another share on the SEO page but as I say, I am pretty sure that some of us hold this share.
With my two main holdings being SEO and CEY, it is fair to say that it is a GOOD day.
Good luck to everyone
Nick
jimmy b
- 21 Apr 2005 11:16
- 3203 of 27111
This is going over 23p today !!..JB..
sidtrix
- 21 Apr 2005 11:16
- 3204 of 27111
Quite cheeky... love the way people keep bringing up other shares in the SEO thread... is it because this one draws to everyones attention!
hmmmmmm No dig intended :)
nickrichards
- 21 Apr 2005 11:28
- 3205 of 27111
Hello sidtrix
I only mentioned CEY as I had read it mentioned previously on this thread, also if we see an interesting opportunity for other investors should we keep it to ourselves? I would however object if this board got taken over by too many other "Opportunities". now that I have highlighted this RNS, I certainly shall not be mentioning it here as this should remain SEO focused.
Good luck to everyone.
Nick
pigpig71
- 21 Apr 2005 11:49
- 3206 of 27111
Hi Nick,
You are right I did see CEY mentioned before on this thread. ignore sidtrix. Good running for both shares.
Good luck.
bosley
- 21 Apr 2005 11:58
- 3207 of 27111
giddyup there !!!23.25 offer
sidtrix
- 21 Apr 2005 12:00
- 3208 of 27111
PiGpiG ... I was not trying to have a dig at Nick as mentioned in my note, all I said was that I have seen this happening quite a few times and it is best to avoid such situations especially when a thread for CEY already exists and just because something is mentioned earlier that does not make it ok to converge the two stocks into the same discussion thread...
Once again no dig intended to Nick and as far as PIG is concerned, no need to get shirty!
jimmy b
- 21 Apr 2005 12:19
- 3209 of 27111
Yes over 23p now !!Noticed our man's gone quiet where is that bloodbath of selling he mentioned on the 18th..JB..
Jacks
- 21 Apr 2005 12:28
- 3210 of 27111
Can't wait till tomorrow. Come on SEO.
BOS, can you see 50p before August??