Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

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


bosley - 27 May 2005 20:25 - 5057 of 27111

ruthie, normality will slowly return. quiet day. volumes light across pretty much everything on my watchlist. i think everyone must have gone away early for the bank holiday weekend!! have a good one. :)

driver - 27 May 2005 20:42 - 5058 of 27111

bos
You know where I'm going Sat and Mon (work).
No don't say any thing bos some one has to do it.

bosley - 27 May 2005 20:55 - 5059 of 27111

i'm in tomorrow , too, driver. monday off , but bank holidays just really cock my week up.

bosley - 27 May 2005 20:56 - 5060 of 27111

btw, i got your message. no problem.

Sequestor - 27 May 2005 21:32 - 5061 of 27111

Thank God I missed this lot today, what a BORE

G`night

jimmy b - 27 May 2005 22:13 - 5062 of 27111

Thank god you wern't on here today with your frenzied, hysterical, buy, sell, long, short,rubbish . Goodnight all..

andysmith - 27 May 2005 22:31 - 5063 of 27111

On holiday, not bad, decent weather and only blue/green on my portfolio and less crap on here today.
Bos, it was you who posted something sensible for me to answer, should have guessed. I just don't see that other supermarkets would gain anything from SEO by screwing up the first 12 months and at the end of day they will all want a piece of the action and will be keen to see the effect that it has on revenue/profits/performance etc. Also, if you were signing up to 40k retrofits and 35k a year wouldn't you want a few weeks/months under your belt before agreeing to more units. Remember Bean-Counters will need convincing to part with their companies cash!! We've all seen the never mind the benefits, I sign the cheques attitude of some jumped up company finance folk.

bosley - 28 May 2005 12:05 - 5064 of 27111

fair point , andy. i'm still not convinced the other supermarkets will just stand idly by, though. i remember one or two of the dairies recently found out how loyal these supermarkets can be. but,like i said before, it might be nothing to worry about. enjoy your hols. ( not jealous , at all!!!!)

elrico - 28 May 2005 12:15 - 5065 of 27111

paulmasterson1,


Assume we can see through the bashers -They are after all quite transparent. Just ignore and or correct factual information. Unless you do/we do, then MoneyAm will go the same way as ADVFN.


paulmasterson1 - 28 May 2005 15:33 - 5066 of 27111


elrico Hi,

That's my plan, although sequestor is also a basher on advfn is filtered, so I won't be responding to anything there :)

Also I tried the same plan on advfn, but they were posting over 350 posts a day of garbage, and as I ended up with about 45 on my filter list, it seemed the only thing to do in the end was take action.

The advfn BB is supposed to be for discussing Stanelco, but there was maybe 5% discussion, the rest was lies, misinfomation, personal attacks on me and other shareholders, even attacks on the chairman, and blatent bashing with belabed posting 'sell seo and buy bprg before the big rise' several times, which is an instant ban for anyone else, is he banned, no !

Let's hope they don't all end up here, and that any bashers will get banned.

Cheers,
PM

insiderinside - 28 May 2005 16:00 - 5067 of 27111

Greetings nothing much to say as nothing much happening. It should be a quiet time now no need for RNSs on trials or chicken pasta and salad as ONE order has been placed so there is no need to know anything about it as the Asda contract is in place.

If an RNS comes out about salads or chicken pasta and people buy more well their choice to be hyped in a fool and his money springs to mind.

The only thing needed now is pudding as the proof is in the pudding so orders - orders - orders thats it. Forget PM1s massive speculation SEO needs big orders a drip feed of 15, 10, 5 or 1s means little it needs those big orders.

For all the speculation in the world each day that goes by without the 1000 order brings competition nearer and competition is the killer if the SEO product is that good and only one Supermarket is saying its good no suppliers.

Another way of looking at it if you were the supplier would you rush in to buy the conversion kit at SEO price and with SEO 5 year license fee or just wait a month or two or six and then have some competition meaning lower conversion fee and lower yearly license if any. I would wait why well you are not going to recover the initial investment required in one year so why not wait a year for competition to come along and the prices might be very very much cheaper than a single supplier.

I would expect a few more orders in the coming weeks and months small ones perhaps just a marketing ploy of selling on the cheap to get an installed base thats why no details just machine order number would expect them to sell some dirt cheap in the USA to allow a USA order hype carrot to be released.

Key issue can SEO get over a thousand orders presently needed to support the price before lots of competition comes on line and active ?

The bulls say yes and the bears say no the proof is definitely in that pudding so lets see if its a trickle of orders totaling not even 100 let alone 1000 by the end of October (end of SEO financial year) or the rush I go with the trickle.

All for now will not be back often unless spin and hype returns you know all about PM1 so no need to answer his wildly suggestive posting.

If I see those big institutions coming in and buying up loads of shares and taking large holdings and reading those RNSs about institution holdings - then I might change my mind whilst its all just private investors throwing money at a get rich quick dream I remain a bear on SEO.

driver - 28 May 2005 17:11 - 5068 of 27111

paulmasterson1
We have our own way of dealing with them, we completely ignore.

Although we quite like our resident basher alias Don Q 1st we had two of them at one time, it gives credibility to SEO because BASHERS NEVER Bash A BAD STOCK. Poor old Don if he had bought when he started bashing he would be 100% by now.

Share bashing can seriously damage your wealth.


http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=5028

Sequestor - 28 May 2005 19:05 - 5069 of 27111


paulmasterson1 - 28 May'05 - 15:33 - 5065 of 5067 (Total prat)
ROFLMFAO!!!

Un-agressively sitting on hands waiting for something to happen next week, happy to be long/neutral/short as long as making money, b/e on present long punt,
I expect paulie1 is terribly excited, quite sad really.
---
"because BASHERS NEVER Bash A BAD STOCK"
, what on earth can this mean?, what an odd investment agenda,lets try to work this out----
A bad stock is NEVER criticized (bashed)- ok, ergo if any stock IS criticised (bashed) it becomes a GOOD stock,
oh dear serious instruction needed I think this crew have had one lucky plus , and think the same rules can be applied ad nauseum , or even ad infinitum.

driver - 28 May 2005 22:03 - 5070 of 27111

Sequestor
I see you have unsquelched me then, don't bother visiting Postman Pat its only for adults.

superrod - 28 May 2005 22:04 - 5071 of 27111

peeps ( HOW sequestor HATES that word ),

i am an seo holder, but really cant see that hes a basher. if he thinks its going down he goes short. if UP he goes long. just a trader who sees all stocks as nothing but widget manufacturers.

treikiman - 29 May 2005 00:16 - 5072 of 27111

Please find below comment from Nick Louth in the FT today....

I'm sure we've all had the messy and unpleasant experience of getting home from a trip to the supermarket to find that a clingfilm-wrapped polystyrene meat tray has leaked its juices on to other shopping. Supermarket groups have been concerned about this for some time and a few years ago most started to demand their suppliers hermetically seal their trays, which required a plastic laminate to attach the sealing film. The problem was largely solved, but packaging had just become a little more expensive.


ADVERTISEMENT





Now a small British company has made a breakthrough which allows the use of focused radio frequencies to seal the trays without using the laminate at all, cutting 20 per cent from the cost of materials and chopping 70 per cent from the energy bill required to make the seal.

So far this sounds just like hundreds of press releases about bright ideas and cost-saving technology that are issued every week. While many of these breakthroughs are interesting, investors want to know a great deal more before parting with hard-earned cash. Has the company enough capital to get the idea to market? What are the pitfalls in turning the new technology into a money-making proposition? Does the management have plenty of business experience and not just just technological skill? Do rivals have still simpler solutions in the pipeline?

Like many investors, I have learned my lesson about "great ideas". In my case, it was Minorplanet Systems. This telematics company was already successfully selling its vehicle tracking system to logistics firms when I invested in December 2000 at 477p. I thought that the cost-saving story was impressive, but failed to appreciate how much extra cash it would require, and how stretched management was in trying to expand in every global market. Trying to be a long-term investor, I was far too patient, bailing out in December 2003 when the shares were down to 76p. Now, however, they are just 2p.

So when I read an article about Stanelco's packaging breakthrough about a year ago, I was much more cautious. I trawled the company's website, finding it weak on explanation. Sales prospects for the packing technology seemed distant. With the shares clearly in penny stocks territory at 6p, no prospect of evaluating what profits might be, and only some bulletin board whispers, I shelved any idea of investing.

However, in March this year, it was a different story. The company had secured a trial for the new technology with Asda, recruited the experienced ex-Sainsbury packaging executive Terry Robins as chief operating officer, and was beginning to attract a little analyst coverage. The share price had trebled, but it still seemed far better value at this level than it had been before, with the likelihood of very good newsflow to come from updates on the trial and the prospect of orders. So on March 11 I bought shares at 17.6p. Since then the trial has met the required technical hurdles. Better still, sales at Asda of the newly-packaged product rose 21 per cent. On top of cost savings, and an unexpected extra day's shelf life, that makes a compelling offering. Asda has signed a year-long exclusive contract worth around 5m.

The golden opportunity of eventually getting work at Asda's parent company Wal-Mart has started to excite investors and the shares soared to 30p. All worries about execution risk seem to have been brushed aside. Moreover, given that Stanelco has no chance of being profitable before 2006, and the share price was suddenly 40 times the expected earnings per share for that year, this had suddenly become a very expensive stock.

Once all possible good news is in the price, the most likely move is down. I sold at 29.2p on May 19, having banked a 66 per cent gain in just two months. I will monitor developments, but this is one I intend to sit out until prospects are clearer.


Sequestor - 29 May 2005 09:15 - 5073 of 27111

supperer,

you are so cool these days, I think I am warming to you

lololol!!!!!!!!!

stay cool, oh and long SEO for a wee while.

Off to the sea-side with sprogs, and family-groaaannnnn!!!

driver - 29 May 2005 10:40 - 5074 of 27111

Sequestor
If its nice there, why don't you stay on for a bit we will hold the fort.

jimmy b - 29 May 2005 10:42 - 5075 of 27111

I'll even pay the hotel !

bosley - 29 May 2005 12:27 - 5076 of 27111

treikiman , good post. coverage in the ft!!! blimey!! driver, jimmyb, you must be doing well!!! that's a very generous offer!!!
Register now or login to post to this thread.