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

fred , it was posted yesterday. amazing how much influence this ek has. he says he might short and the price drops. then he says he's changed his mind and there begins the turn , with buyers flooding back in. it's quite frightening to think this one guy can have so much influence over our shares. i might start believing in kaizer sauzee next. interesting day. i hope i am wrong and it all depends wether there is any news but i'm not sure this is the bottom.

elrico, scary article!

going long, you make money eventually out of real worth created by a productive and profitable company making reall goods and services - a non-zero sum game.

going short, you merely make money at the expense of other inivestors - a zero-sum game.

did you ever hear the story of the prisoner's dilemma? as far as I recall, it's all to do with enlightened self-interest producing a better result for all concerned than narrow-minded self-interest.

with his tail cut short and his ears cut long (never did uunderstand that bit) oh where oh where can he be?

sd

OH FORGET IT !!
God this is one crap bb to try to post on at night!!!!!!!!

g`night!!!!!!

Going short or long does not effect the intrinsic value of a company. If you bought because of its fundamentals they are unchanged by wobbles in price movements.

Today SEO traded about 3million pounds worth of its shares. Ie. approximately 1.25% of its valuation on to-days price of about 241 million. I do not see that shorters are going to have much effect on the future value of the company.

The owners of over 97% of the shares in the company are happy or prepared to watch and wait.

The only real problem shorters etc. create is if a punter has taken a short term position and while the market makers are keeping their books straight they want to cash in their holdings.

If that is their situation they should question their decision to be in the market or tolerate the pain.

If you buy good stock eventual you will probably get good returns, if you gamble without a reasonable look at the basics you are likely to get burnt. As I unfortunately do some times even now.

You cant change the rules of the game or market because you dont like or it is not of advantage to you,


The market plays big boys and girls games with real money.

PS sorry about double posting.

What do you call a short term position Fred, look what they have done to NLR, it will come back im sure, but they have hammered it.

If you have bought and still hold have courage of your convictions and wait until it hits the price you think it worth, at the least you will be more careful next time when you buy.

Also. if you are worried about shorters buy larger companies where their effects will be less and hedging is used more so for what it was intended, not "gambling". I do not have anything against Hedging going short etc. and at the moment I don't do it, and although I find it is annoying sometimes it is a fact of life.

Yes its just that it ties up your money when that happens,and its dead until it bounces back,,like you say though its now a fact of life..

The majority of us (including myself) are too greedy sometimes.

Yup thats true, probably why i never seem to get out at the top,

PS again there is one major problem though, ie if the company wishes to raise money by a placement etc. because of the deflated price a part of the company is sold off to cheaply and the "normal" shareholder looses on the deal.

jaysus Fred -sccchhhhh!
things are on a knife edge as it is - whatdayawant?-shorters???
SCCCCHHHH!!!

bos
check email

Hi folk; the scousers won the cup! Hooray! Quite amazing match with Dudek quite sensational at the end.

Another day out - had to close a couple of SEO positions before I went for peace of mind's sake; needn't have done it as it turned out. But that's the nature of the game - still a happy chap!

Found some fascinating contrasts in investment / trading style and thought it worth commenting:

andysmith: the ultimate investor! He's bought; he's adding; he has unshakeable faith; he knows the business inside out; he understands the ultimate value.

dynamite: the ultimate trader! I've seen her do it with PDX; she trades the channel; she makes money up and down; not sure that she shorts (I'd like to see her in or out of them, though!) but she knows when to sell, when to buy back and when to take profits.

Sequestor: a two way trader who is extremely confident in his own calls but critical of other stances; he called the sell right on his long; he closed his short with a good profit; he opened another long - time will tell. Hope he learns to respect others and their approaches, including the novice investor.

Evil Knievil: says he has made money out of shorts and longs but suspect, except this time, that they are fibs; certainly made a significant loss on his last short; opened the latest short without calling it as a new trade - his supporters will have got in late and probably lost money.

Eric: caught out by the market move whilst out of action. Had increased his CFD stake using margin generated by the 'buy on rumour'. Felt he had to reduce stake when sp dropped and position went negative (although this may not have been necessary). Also used margin to build up position in ASC and is 15K to the good. Not a problem. All in a week's trading. A strange sort of investor/trader mix - holder long term of SEO and ASC but likes to make extra money along the way and suspect he would do better by sitting on his hands!

elrico: will read the article properly. Don't see any difference though between taking long or short positions, particularly via CFDs. I am neither a positive or a negative investor in the company. Share trading is not investing in the company. The company carries on whilst the shares rise and fall, only meeting the trading community when it wishes to raise funds. I think longer term holders, like andysmith, are investors who own a share of the company; although I do believe in long-term potential of SEO, I am not even trading the shares, I am trading contracts.

Hope this helps others to position themselves on the spectrum, which of course can change over the course of time.

Where from here with the sp? Have high regard for og who is calling a drop back to 20p, possibly 16p. My reason for reducing exposure was that I considered the next support level was 20p; maybe low pprobability but couldn't afford the risk. It may be that a new support level of 24p has been established. Like bos, I am concerned that there is no new positive news, other than the start of the ASDA exclusivity period, sine share was trading between 20p and 23p. I had thought share had moved to a new band between 27p and 30p. It may be that the new trading range is 24p to 30p. Time will tell. Time for a bit of caution.

Eric

morning all. still no follow up news which i find disappointing.

The headline from a Motley Fool Article about why small cap shares may be good for your wealth:


The Small-Cap Risk Myth

In 1980, Wal-Mart sold for pennies a share.
Now it sells for more than 50 dollars.

Had you invested $5,000 in Wal-Mart in 1980,
you'd be sitting on how much today?

ABOUT $2,500,000

PTH

Hmmmmmmmmmmm thanks for the compliment Eric but if I were the Ultimate Trader I would be a millionaire by now....I wish. However, you are right I am trading SEO as I have PDX...the intention was for the long term but when it becomes obvious to me that it is oversold and due for a big drop I sell and buy back more at a lower price. I pretty much keep these shares all the time but drop out here and there. It is a method that has evolved. I wish I did the same with shares like Griffin Mining too. I could have done the same many times but I could not see why anyone would want to sell bearing in mind that full mining is about to commence...Anyway SEO as I have said before has a lot in common with PDX and both are superstars
Di

Morning all

Nice steady start to the morning

Baza

From todays shares Mag.

Stanelco (SEO) has announced its first commercial agreement with an Asda supplier, believed to be Youngs Bluecrest, for its revolutionary Greenseal technology. The group has also announced that trials are taking place with other selected Asda suppliers. Asda has exclusive use of the technology until May 2006, but it is then expected to roll out throughout the industry.
The Greenseal technology has several advantages. It increases shelf life and thereby reduces waste. At the same time it provides more attractive but less
expensive packaging. This has the double advantage of lower costs and increased sales. Asda has estimated that it could increase sales by 20%. Although the initial order was for only one machine it is hoped that the customer will buy a further 12 once it has bedded in the first machine. Clearly Stanelco
and Asda expect other orders to follow.

Analyst Tim Freeborn at Evolution Securities believes that 100 units will be delivered by October 2005.
That, however, is only the beginning. Stanelco is also talking with Wal-Mart, Asdas parent. Success in selling the units to Asdas suppliers in the UK
could lead to much larger orders in the US. Once the exclusivity arrangement with Asda ends other UK retailers are likely to want the units for their suppliers.

If the group is successful in the US as well then the medium-term prospects are mind-boggling. Evolution believes that pre-tax profits in 2007/08 could be as high as 94.6 million with EPS of 6.6p. Freeborn is cautious as he is reluctant to raise his forecasts on the back of the first order but he admits that his forecasts for this year could be too low. Shares are 27.25p. n Shares says: The speed with which Stanelco has moved from enquiries to orders is testament to the company. Although the shares may tread water until some new orders are announced the potential is still huge.

by: John Marshall

cheers HM