bosley
- 20 Feb 2004 09:34
AdieH
- 12 Jan 2005 13:09
- 470 of 27111
Hi EWR, they are looking to licence the pumps to companies, they have agreed one licencing deal with Coca Cola (UK) also tie up with another food manufacturing company (no figures have been quoted).
They are have also set up a different division regarding "firemist" which could be the biggest revenue of them all, lots of trials etc going on.
If you want further information I would suggest you look at their website (pursuitdynamics). Hope this is of some help.
Regards AdieH.
EWRobson
- 12 Jan 2005 13:26
- 472 of 27111
Dynamite, AdieH
Thanks for the help with PDX. The July 17th 2003 article was good; recommendation at 43p as a potential 10-bagger; well its already a 5-bagger so only double from here! Mention is made of licensing but I can't find reference to royalties, which is what is so attractive about SEO. Charts are much less positive for PDX than SEO so I'll put them on the active watchlist. Mind, I love their technology solution; its just that the price is further ahead of itself than SEO.
There were three 1M trades in SEO between 08:10 and 08:15 (one trade, 2 reported an hour later). All are shown as sells but, of course, the T sell must have a T buyer! My reckoning is that the O trades are buys because the price was marked up immediately rather than down.
Eric
AdieH
- 12 Jan 2005 13:31
- 473 of 27111
Good points Diana.
johngtudor
- 12 Jan 2005 14:09
- 474 of 27111
Eric, As a contrast I like the look of the PDX chart, and will be looking to buy in. As for Fundamentals on SEO, you are correct in that previous SP high's were made under different incarnations of potential products...and of course the glory days of the last bull run. However you asked for a strict chart view and in that case you read as much as you can from what the charts tell you...on the other hand....!! Seriously if the SEO SP breaks through this trading range it is into new terriority. Perhaps today's push is because of the EVO link, but that may become a negative in days to come...ala YOO...who knows! Hence the need IMO to wait for a 2 day break.
Have a profitable day. John
EWRobson
- 12 Jan 2005 14:19
- 475 of 27111
John
Thanks for that. I believe Evolution were commenting as analysts rather than having a direct commission, although I suspect that the sp needs that role to be filled. You mention a two day break: I suspect this is to avoid a spike but I can't remember reading about that in Kahn. I'll hold off until tomorrow before investing the gain on the CFDs though. I think I have learnt the lesson about FRIWAFTT (Fools, etc!) Happy trading!
Eric
johngtudor
- 12 Jan 2005 14:30
- 476 of 27111
Eric,
The 2 day rule is one of my golden rules...others use it as well. Re Kahn, good but no one book or 'guru' has written the holy grail on this. What they write has worked for them etc...so I find it best to take what works for me, and build up a set of rules based on experience.
John
bosley
- 12 Jan 2005 14:41
- 477 of 27111
wow!! cant believe how busy this thread has become lately. we must be doing well. price hitting 7p ceiling again . hoping for breakout but i dont feel too confidant. there has been no news . are people buying in hope of asda making the trials a deal? or is there something in the wind ? do certain priviledged people know who the mystery company is?if it breaks out i will take some profit and wait for the inevitable dip when cc is finalised.
bosley
- 12 Jan 2005 14:47
- 478 of 27111
worthwhile looking at the link provided earlier . i thought seo had patented starch based packaging yet there is no mention of seo in the article. interesting..... as sainsburys and macdonalds were the companies mentioned in the original article i read on seo as being keen on seos technology.
EWRobson
- 12 Jan 2005 17:55
- 479 of 27111
bosley
Here we are, having to sell your own stock to you! lol! Well, I've done my own research and concluded that SEO is a 10-bagger, giving it a couple of years, anyway. Still only 50m cap compared to PDX at nearly 100K and not so far along the road. Broken through resistance level so should move to higher ground. My price objective is 12.5p, i.e. cap of 100K. Convincing factor to me though is a fundamental - machine costs 40K then 30K PER ANNUM royalties. Straight through to the bottom line. 100 machines is 3m to the bottom line. 1000 machines is 30M to the bottom line. How long will that take? Plan to use the CFD gain to fund more CFDs - can make a 10-bagger a 100-bagger that way! Do I sound balanced and objective - yes, its all head stuff, really (or should I have said, heady)!
Eric
driver
- 12 Jan 2005 18:10
- 480 of 27111
Bosley
I didnt pick up on that I assumed that the article meant SEO may be not
"We have lead suppliers with whom we work very closely on new technology "
Link again below
http://www.packworld.com/articles/Related_Articles/14472.html
andysmith
- 12 Jan 2005 19:55
- 481 of 27111
Bosley, can't believe your nervous now having held for so long and just as some of the previous cautious folk and doubters are getting on board.
Main driver will be the sealing technology, it is needed desperately by the packers and retailers to reduce costs, waste and taxes. There is already a massive market for meat packaging, thermoformable and tray lidding.
The article above makes the main point that I have tried to drive at, RETAILERS CAN SPECIFY THE PACKAGING AND TECHNOLOGY THAT IS USED. Once Asda/Sainsburys etc specify, the whole thing will go, Tescos/Morrisons etc and the dosh will just roll in, year on year under licence to patented technology.
The article refers to another SEO string on the bow, biodegradable starch based films and these will take a while to be adopted as its costs are higher but with waste taxes around the corner and desires of McDonalds etc to be environment concious it could happen.
Use of this films may not be patented but the process to deliver better quality at lower cost may be what Stanelco have?
Its tempting to take profit in case it drops back but knowing my luck this will be the bull run we've waited for and we'll have to buy back at higher sp.
I'd rather hold and if it does drop see it as a buying opportunity.
Each to their own, difficult one to call. Good Luck
Fred1new
- 12 Jan 2005 20:51
- 482 of 27111
Its got a long way to run unless it has to mortgage itself to pay BPRG.%+)
Long term holder, not enough though.
EWRobson
- 12 Jan 2005 21:00
- 483 of 27111
Fred1new
So you don't have enough? Then buy some more! Easy solution! Sell some of those dogs and buy one of the 2005 winners! Uncle Eric says so!
Eric
andysmith
- 12 Jan 2005 21:01
- 484 of 27111
SEO are currently debt-free, if it had to raise some funds to put cc on the shelf and move on then surely with the potential ahead this would be straightforward for most SEO holders, a no-brainer?
Only way I can see cc really affecting SEO short-term is if damages>2m, unlikely? SEO managed to raise >1m last year without the packaging potential.
We should be focussing on the future, need this cc put to bed and soon.
Why is it that this crops again just as it starts to look good?
andysmith
- 12 Jan 2005 21:04
- 485 of 27111
The way I am looking is hopefully we shouldn't give a damn whether bought at 4p, 5p or 6.5p if this delivers the potential that exists, any drop will be buying opportunity, just don't wait too long.
I feel lucky to have bought again on New Years Eve at 5.45p, if it falls to that level again I'll take some more.
ssanebs
- 13 Jan 2005 01:27
- 486 of 27111
Evolution buy note yesterday gave good coverage and a 10p price target on current pending trials.
bosley
- 13 Jan 2005 10:42
- 487 of 27111
whoa!!!! im not leaving . i only have limited funds available . my intention , if successful , is to increase my holding by trying to sell on peaks and buy on troughs.i do feel once the damages claim is announced, however much it is , the price will drop.if i get my timing right , then im quids in . if i get it wrong......well , i will still be quids in because this will only get higher in the long term. andy , im also glad to see doubters getting on board. if it gets through 7p i will start trading. but im not leaving. eric, you dont have to sell this to me . this shit sells itself!over the next few years , environmental regulations will really start to kick in, companies like seo will , imo , be in the right place at the right time with the right products.
sandrew64
- 13 Jan 2005 11:12
- 488 of 27111
Good morning gentlemen,
Must say your arguements for this one are very convincing and so is the share itself. So I've taken the plunge and joined you this morning.
andysmith
- 13 Jan 2005 12:19
- 489 of 27111
Welcome aboard, over five years ago now I spent some time on these type of packaging machines trying to get films to seal, problems with product contamination, faulty heatsealing equipment trying to seal through thick films.
Apparently, SEO's technology overcomes all of this and saves money.
Ross Reiser wanting to fit this on their machines as standard is a good sign as well, it could become standard either through retailers specifying and/or machine manufacturers fitting as a standard package.