bosley
- 20 Feb 2004 09:34
EWRobson
- 01 Jun 2005 23:50
- 5211 of 27111
Glad BullShare is monitoring the thread: not sure whether it was ASMITH2 or Karen he got rid of. Surprising that ii is tolerated but it may not be seen as a crime to distort facts. At least he is consistent and has a quite amazing ego, like his Don Quixote forerunner, thinking he is the only one right when, surprise, surpise, investors do listen to the respected pundits and industry figures like Ruane of ASDA.
I was making a point about the Economic S-Curve the other day and it may be worth giving a quotation as it is important in trying to judge the potential value of an emerging company with a product/service which breaks the mould.
"All new products and technologies go through three stages of growth: an innovation phase, a growth phase and a maturity phase. It takes about the same time for a new technology or product to go from zero to 10% adoption (the innovation phase) as it does for it to go from 10% to 90% adoption (growth phase) and as it does from 90% to 100% (maturity phase). These three stages are shown graphically in what is called an S-curve." (Dent)
This theory would say that the gradient of the growth phase would typically be 8 times that of the innovation phase. If Howard White sees the obtainable market as 25,000 machines then the first phase could be 2500 machines, covering the ASDA exclusivity period and the initial US contracts and perhaps first moves into Europe and far east. There may be pressure to bring back prices in the growth phase, perhaps due to competition or from the aim to optimise market penetration. Pricing issues tend not to assert their heads in the innovation phase as, for the companies involved, competitive advantage is more important than price constraints.
Risk is clearly highest during the innovation period and that is why the risk adverse investor should probably leave SEO alone until it is further down the line. If major problems did emerge, then the sales volume might not build up to a level to support the present cap. But risk is two-sided: nothing ventured, nothing gained. The upside potential is huge and the figures quoted by PaulMasterson and andysmith could well happen. My point is that there are probably better arguments for a cap of 50M or for a cap of 1billion than for the present level of 250m, except as a temporary resting point for moving from A to B.
Eric
bosley
- 02 Jun 2005 07:07
- 5212 of 27111
morning. no news. considering the lack of news , the price has held up well.
halfamil
- 02 Jun 2005 07:45
- 5213 of 27111
Morning all.
After the "damp squib" accusation in the Guardian I believe the company will hold back on announcing anything which is not substantial.I read an opinion somewhere that the company is not legally obliged to issue an rns each time a machine is signed up. Seems logical. The waiting gets a bit nerve-racking though.
treikiman
- 02 Jun 2005 08:24
- 5214 of 27111
morning all nice to start the day with a little rise
paulmasterson1
- 02 Jun 2005 08:42
- 5215 of 27111
Eric Hi,
Excellent post :)
Cheers,
PM
paulmasterson1
- 02 Jun 2005 08:43
- 5216 of 27111
A good post from fillyaboots.com :)
cherryb
Member
Joined: 26-May-05
Posts: 6 Posted: 02-Jun-05 at 08:19 | IP Logged
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Tesco Price Leadership Waning - Lehman
0611 GMT [Dow Jones] Lehman Brothers notes food retail pricing survey shows Tesco's (TSCO.LN) price leadership has been reduced to a "whisker" by Wal-Mart Asda (WMT) as heavy price investments reduce absolute basket premium by 40 bp to 1.1%.
My Comments
It appears ASDA are going all out to reduce the market gap between tesco and themselves. They have also slashed prices of top-selling CD albums. They charge 7.47p online price. The more ASDA push Tesco ,you can gaurantee Tesco will be fighting to keep the lions share of the market, ie 12 months time guess who they will be signing contracts with,re cheaper packaging/better product/enhancing sales.
Answers on a postcard please.
paulmasterson1
- 02 Jun 2005 08:56
- 5217 of 27111
My prediction is looking good :)
paulmasterson1 - 01 Jun'05 - 20:56 - 5206 of 5215 edit
Hi All,
Well as I was saying :)
UK sells AM, USA buys them all PM, we have a lot of support in the good 'ol US of A(minus ii that is !)
Nice to finish level at the close, and if UK investors are taking note of the daily price movement, and the MM buys today(900,000 shares in all), I feel we will finish up tomorrow and friday, heading back to 28p maybe more, also people often buy with the hope of weekend press leaks, and/or a Monday RNS.
Cheers,
PM
Sequestor
- 02 Jun 2005 08:59
- 5218 of 27111
some movement up , not hopeful of 30p now, will take profit and go short @28p bid, price is held up by mm`s and dogged supporters with appreciation of the efficacious product, but little knowledge of business.
bosley
- 02 Jun 2005 09:16
- 5219 of 27111
sequestor, "efficacious product", that's probably the most positive comment you have ever made about seo!!!!lol!
bhunt1910
- 02 Jun 2005 09:19
- 5220 of 27111
I thought he was swearing - was about to get him to put a fiver in the pot !!!!
Baza
paulmasterson1
- 02 Jun 2005 09:19
- 5221 of 27111
LOL !!!!
efficacious
efficacious [ fi kshəss ]
adjective
able to effect something: having the power to produce the desired result, especially a cure or an improvement in somebodys physical condition ( formal )
[Early 16th century. From Latin efficac- , stem of efficax , from efficere (see effect).]
efficaciously adverb
efficaciousness noun
Word Usage
See Synonyms at effective.
Sequestor
- 02 Jun 2005 09:25
- 5222 of 27111
I have no prob. with the product, producing a brilliant product - at a huge loss subsidised by share holders-is sadly part of the British disease.The small-cap market has been littered with such for years, TWT,WMG,YMG,(and not only the small caps viz.MONI etc.), the product is all, it isn`t, a good salesman can sell sand to Arabs (and actually have done).
The UK is too keen on schlepping business until they eventually give up and go abroad, or sell out.
It is no coincidence that G.Brown is the biggest leftie in the cabinet, and ensures jobs for his public service union boys-mainly unionised.
The left hates business unless publicly controlled, only the most ruthless bending of their stupid rules ensures success- not sure if this co. have the balls to do that,
anyway i`m long for a while.
ps I remember `efficacious` from `The Scaffold` tune Lilly The Pink- she invented medicinal compound , most efficacious in every way.
paulmasterson1
- 02 Jun 2005 09:26
- 5223 of 27111
Looking good for a decent rise today, once the USA kciks in again, add another tick up, or two :)
Cheers,
PM
Sequestor
- 02 Jun 2005 09:29
- 5224 of 27111
I see the above loonie (filtered)has infested every possible bb with his childish ramping, very sad to be so driven,
Sequestor
- 02 Jun 2005 09:31
- 5225 of 27111
there you go, fallen back again, doesn`t like 28p
LOL!!!!!!
paulmasterson1
- 02 Jun 2005 09:44
- 5226 of 27111
Who fancies an RNS today ?
Who fancies an RNS tomorrow ?
Who fancies an RNS Monday ?
Sequestor
- 02 Jun 2005 09:46
- 5227 of 27111
lolol!!!!!!!!!
I see he is banned from AFN and threatened with legal action too.
tipton11
- 02 Jun 2005 10:54
- 5228 of 27111
what a fantastic BB this is everyone should buy a few shares as an educational experience, I learn about "S" curves, words like `efficacious` and of course, not even in my dictionary, 'schlepping'.
Chiva20
- 02 Jun 2005 11:15
- 5229 of 27111
There are a few people on here that need a good schlepping tipton I can tell you.
Sequestor
- 02 Jun 2005 11:40
- 5230 of 27111
you need to learn another two tipton- "ramping& bullshit" watch out for that manifestation
Chiva20 - 02 Jun'05 - 11:15 - 5228 of 5228 (Filtered)
paulmasterson1 - 02 Jun'05 - 09:44 - 5225 of 5228 (Filtered)
jimmy b - 01 Jun'05 - 16:36 - 5198 of 5228 (Filtered)
all meshugaas