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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


Sequestor - 20 May 2005 20:36 - 4487 of 27111

never totally ignore a " knocker" lads, there are $$$billions waiting to be invested at any time, if it was such a cert. do you think the "money" would not be in there?
Tread warily the sharks are circling small caps again, and most of the rumours
on this co. came from the biggest school of sharkdome- ADVFN,

just a thought now filter me , its your dough

g`luck.

EWRobson - 20 May 2005 21:02 - 4488 of 27111

My own view is that the current price is justified on reasonable prospects of business in the US, probably from Wal-Mart. SEO would not have invested in training a host of engineers from Premier and Advance if a sizeable installation and support role in the US had not been highly probable. The only problem that I had with the rumours this week was that of an early announcement. Possible, but it seems likely that it would take a few weeks from proving of the product in the ASDA supplier trials to firm orders in the US. At the same time, the report did seem plausinble that Wal-Mart would standardise throughout their business. Having turned in poor results, the impact of Greenseal would be really significant: better deal with suppliers, better product life, savings on in-house butcheries, impact on marketing and customers.

I doubt whether the Monday rumour is all that dispersed to have been a major factor in the buying this week. Otherwise there would have been a specualtive spurt today. The positive analyst tips were not dependent on an announcement date nor was the US press release. I think it is best to take a TA view and recognise that we have broken N from the 20p to 23p trading zone to a new trading zone between 27p and 30p. This has completed the second leg of the rise in sp which are in 12p steps. Volumes will continue high with an oscillation between the support and resistance levels and associated bull and bear activity. What has become clear to me is that the 1000 machine figure (associated sp of 25p) is pessimistic; I personally am comfortable with the 5000 machine target , with some price dilution for volume, and a target price of 1.

Eric

Sequestor - 20 May 2005 21:17 - 4489 of 27111

EWRobson - 20 May'05 - 21:02 - 4487 of 4487 (Filtered)

best for all I think, a total, ramper- 1 for a penny share is such a giveaway.

016622 - 20 May 2005 21:20 - 4490 of 27111

hoorah!

Sequestor - 20 May 2005 21:26 - 4491 of 27111

hoorah! what?

halfamil - 20 May 2005 21:30 - 4492 of 27111

EWRobson

Thanks for your input today. I posted Howard White's "25000 machines in 3 years target" this morning, asking for "boffin" interpretation!

Eric, you are a star boffin.

ptholden - 20 May 2005 22:00 - 4493 of 27111

Sequestor

Can't think that Eric has ever been called a ramper before. However, I don't suppose he will lose any sleep over the comment. Unlike Eric and his research I can't say that you have added anything worth reading to this board apart from your angst that you sold out too early, so best for all is probably to filter your good self as you suggested. TTFN

aldwickk - 20 May 2005 22:21 - 4494 of 27111

RT7_small.jpg

driver - 20 May 2005 22:22 - 4495 of 27111

Sequestor
Although only a small deramper, because you are trying to get back in, did you read my earlier post 4483 why don't you deramp Last minute.com back down to 17p or some other stock, why this stock. Not that I'm bothered but I do not under stand.
I have never ramped or deramped a stock; I have always given a reason for getting out then just left.

andysmith - 20 May 2005 22:30 - 4496 of 27111

No need to filter you Sequestor, you made money and sold at 23p, your choice.
Eric is no ramper, he just does the maths of earnings from the possible number of machines to be fitted. Shares mag article when SEO was a mere 8p stated that with conservative estimates of machines to be fitted it reduced projected PE to just 2. Apply modest PE20 to that and you get 80p. Any deal with Walmart plus Frogpack would eclipse that.

We are here for the potential, we know there are risks but less than all these oil/metal/mineral explorers that people buy in to such as Regal Petroleum/Ramco energy etc etc. People can keep knocking it but let UK's number 2 retailer Asda do the talking as Tony Ruane has done, let Walmart follow, let Frogpack develop into a world leading safety/biodegradable package.
The packaging world pays my mortgage and SEO is bringing something new to the market that is innovative/cost efficent and energy efficient not to mention providing opportunities to recycle or dispose of safely.
I've lost count of the times doubters accuse us of ramping, sat on >500% profits do I sound bothered??? No, because I believe we've just got going and that is my opinion and it aint changing.

Barry Harris - 20 May 2005 22:41 - 4497 of 27111

Sequestor.
You obviously dont know Eric too well. You must be new to this board and only read a couple Eric`s posts and assumed he is a ramper. He has given us all plenty of sound advise not just on seo but other shares to. I dont post to often but can say that Eric`s honest opinions has helped me make some profitable decisions. THANK YOU ERIC.

driver - 20 May 2005 22:47 - 4498 of 27111

Sequestor
If you think eric is a ramper take a look at this from another site.

25000 machines x $55000 = $1,375,000,000 per annum !!!!

751,913,690 per annum !!!!

What P/E do you put on tha tkind of growth, when you consider that they have only done half of the job, and only a fraction of the world demand for Greenseal ?

P/E 20 - 751,913,690 x 20 / 871m shares = 17.26 per share net of costs

P/E 30 - 751,913,690 x 20 / 871m shares = 25.89 per share net of costs

markusantonius - 20 May 2005 23:03 - 4499 of 27111

Sequester,

Just jumping on the "Support-for-Eric" theme here....... Have to say that Eric only posts what he can back up. From my several weeks of reading Eric's posts, he makes a statement then justifies it with conservative calculations based on reported facts and estimated figures. He has maintained SEO as a buy from 7.5p onwards.

Furthermore one person's opinions will not affect this company one aota. Providing there are no major patent problems to come then SEO will become a FTSE-100 company < 3 years if you look at estimates once/if Walmart come on board. Once the mkt cap exceeds a certain figure then many of the bigger institutional fund mgrs will be allowed to pile in...... expect a huge rise in sp after this happens. With their technology applicaple to so many things, the potential for growth is mind boggling......

Not ramping here - just asking that you leave Eric alone, that's all!

halfamil - 20 May 2005 23:16 - 4500 of 27111

markusantonius

Well said

bosley - 20 May 2005 23:19 - 4501 of 27111

well , well!! eric, it looks like you've been sussed, mate!! how long did you think you could get away with it??? you and yer mate, driver, ramping like good 'uns, the pair of you. disgusting!!! i'm shocked!!! :)
ooooooooo i feel better now that IIdiot's back. i was getting a little nervous about monday but he's just settled me down no end!! keep posting!
it's all getting a touch fractious on this thread. anyone with half a brain can see that seo is a share with risk. does it really need people to constantly post that in such a malicious way . it's a risky , jam tomorrow company. since asda signed the agreement with seo the risk has lessened greatly and the jam looks that bit closer. no one can argue with that. rumours are bullshit until it's either dismissed as rumour or confirmed as news. i'll wait for news and make my judgements based on news, not rumour.

EWRobson - 20 May 2005 23:45 - 4502 of 27111

Hey guys, I'm touched by the support. I don't have a problem with sequestor; in fact tried to persuade him that the current trading band is 27p to 30p and that he lost very little by getting back in at 28p rather than waiting for 26p which is unlikely to return. I expect he looked at the 1 conclusion and decided that it was impossible. I suggest he goes back through the post carefully and my earlier one based on Howard White's objective of covering half the machione population. It may be that he has missed the key issue of the royalties; a crucial factor which separates SEO from other manufacturing companies. In point of fact, SEO have redefined themselves as a copyright licensing company and have sub-contracted the manufacturing, installation and support tasks outside the UK.

Having said that, I am somewhat wary about the Monday start in that some are expecting an RNS which I don't really think will arrive. Early start on the golf course, so am hoping there won't be a heart attack on my return!

Eric

moneyplus - 21 May 2005 01:00 - 4503 of 27111

Take a bow Eric--you have quite a fan club well deserved if only for your humour! cheers may we all prosper together. MP

niceonecyril - 21 May 2005 08:09 - 4504 of 27111

Thank you driver for your welcome, much appreciated.
A question which keeps popping up in my head, concerns the 3 trials
now being undertaken with ASDA. Why haven't they been run at the same time?
Seems with the numbers of engineers available this should have been possible,
it now looks likely we will be nearer, if not July before all 3 are complete, as against the expected April date.
Perhaps this is a consious decision by SEO (to gain further experiance?)or are ASDA just stringing it out, gaining valuable time and (free)production.
Not sure how this helps, just airing my thougts on the issue.
When trying to estimate revenue, licence and installation costs are
the key. ASDA WALMART will imo be looking to drive these down, any saving to the supplier will undoubtably be shared with them. As to what these might be
i don't know,but it ts worth taking into consideration. So when reading different figures, i'm inclined to accept the more conservative estimates.
regards cyril

insiderinside - 21 May 2005 08:12 - 4505 of 27111

EWRobson is very clever - he puts across a balanced view - but always a view which remains positive when taken as a whole - a good strategy which will win over some people - but failure to take into account the very serious situation now - and explicitly say this is an extreme risk now and has more chance of falling flat that being a success undermines the view somewhat IMO - sorry EWR - that is my view and my opinion - as you have an opinion of me which has been stated.

IMO the news coming is bad as it is real - and will blow away a lot of the hype - this may mean that Monday (or when it finally comes) - it will be a bad day for holders of SEO - still working on my post - will come tomorrow.

A Ruthies Fund - 21 May 2005 08:43 - 4506 of 27111

All

The crucial point about most of the posters on this board (I read several threads) is that they usually explain their reasoning, and/or sources for facts etc. I for one really do appreciate this as I have neither the time nor the know-how to do much research. However, I almost always check the stated sources/calculations etc...and then make my own decisions. It is fairly easy to spot the good guys after a while...happy to buy you a drink anytime Eric.

Ruthie
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