bosley
- 20 Feb 2004 09:34
sambal
- 05 Jun 2005 12:51
- 5312 of 27111
andysmith, thanks for your post,I tend to agree that SEO will be big in the long term. One point - are we not all speculators to some degree?
Fortunately for me I hold shares in oil/gas exploration, media, banking and technology companies. A balanced portfolio I think, but all are speculation to varying degrees imo.
Rgds
Sambal
insiderinside
- 05 Jun 2005 14:15
- 5313 of 27111
paulmasterson1 - 05 Jun'05 - 12:36 - 5309 of 5311
ii is now bashing on addicted2shares.co.uk using the handle of our very own SEO Bull .... 'Ramrod'
The depths he will stoop to are beyond belief.
Ramrod and the A2S administrator have been informed.
Cheers,
PM
Paul - please stop telling lies - I have never been to this addicted to shares web site - but will go take a look now - if somone has signed up on there pretending to be me - then so be it - but I can assure you I do not post on there.
I only post on BBs that have the sense to allow both sides of the story - well moderated ones - like MoneyAM and a few others - if a site is not well moderated you will not find me posting there.
paulmasterson1
- 05 Jun 2005 15:05
- 5314 of 27111
I am not interested in reading your bashing, lies, and deciet ....
insiderinside - 05 Jun'05 - 14:15 - 5312 of 5312 (Filtered)
The soone MoneyAM bans you, the better the discussion will be.
insiderinside
- 05 Jun 2005 15:08
- 5315 of 27111
Anyway - back to the earlier question which nobody seems to be able to answer - were those Asda Salmon trials with RF Welded Cut To Open lids - if they were then you would expect an awkward welded Cut To Open lid to provide better sealing than standard consumer friendly peelable lid.
Did those Salmon packs have NEW on them in reference to NEW recipe or NEW in terms of Cut To Open lid - telling people to Cut them open and not peel the lids.
If these are true it calls into question the whole issue of those trials and their results - as from the RHPS report we see Howard White saying that the City "misunderstood" the RNSs about the USA engineers - have people misunderstood the trial results on Salmon ?????
The RNS simply states to the effect "factors associated with the Greenseal lidding" well a Cut To Open welded lid is to do with it - and also NEW on the pack or NEW instructions to Cut To Open is to do with it too - however - the simple statement and no real datum or info can lead to that statement being "misunderstood" like earlier statements.
Very concerning - if its true about the welded cut to open lid - and true about NEW being on the packing - it means future RNSs have to be checked to the finite detail as it appears "misunderstanding" is becoming common place for this loss making company.
Well worth looking into to see if its true or not - always DYOR.
paulmasterson1
- 05 Jun 2005 17:51
- 5317 of 27111
He Won't open the box, he want's the money, but the SEO short at 15p is locked, and the odds loaded against him.
Not long now ....
Stanelco is already moving ahead to market GREENSEAL to leading U.S. grocers and retailers, including Wal-Mart, Albertson's, Midwestern retailing giant Kroger's, California-based Von's, Ralph's and Safeway, and others. Stanelco has opened a North American office in Orlando, Fla., to coordinate international sales and implementation efforts for Stanelco
Stephanie Morgan-Fisher, Director of Stanelco's North American Operations said, "The UK conversion marks the beginning of a revolution in packaging. This is the first machine of ASDA's 200-machine commitment in the United Kingdom. We are aggressively marketing this technology in North America simultaneously and expect to announce our first agreement for conversions in the United States and Canada in the near future."
LOL !!!!
PM
paulmasterson1
- 05 Jun 2005 17:55
- 5318 of 27111
insiderinside - 05 Jun'05 - 15:08 - 5314 of 5316 (Filtered)
An RNS on Monday would be a perfect end to your 24/7 weekend of Stanelco bashing !!!!
Or should I say 24/7 .... 18 months of Stanelco bashing !!!!
What a waste of time for you, you must have loads of spare time on your hands, I am suprised they let you have a computer in solitary confinement though ....
:))))))))))))))))))))))))))))))))))))))))))
LOL !!!!
PM
andysmith
- 05 Jun 2005 19:34
- 5319 of 27111
Pete, thanks for that, just an excuse for me to post something tangible really as Bos says, most of last week was utter garbage and very tedious.
Sambal, of course everything we do is speculating. The speculation here is how much of the market will SEO capture and how will this turn into sales/profits/re-curring revenues. That is where the different opinions come into play. Oil Exploration is exactly that, and in the last 12 months, opposite ends of the scale in Cairn and Regal/Ramco. Good to have balanced portfolio, merely pointing out that if SEO was a company with no profits to date but potentially sat on say an oilfield, some investors would be happier??
I also have an exploration company, JLP.
ptholden
- 05 Jun 2005 19:44
- 5320 of 27111
From Saturday's Financial Times: Asda's new chief executive, Andy Bond, says it could take up to 18 months to reverse the poor trading performance at the supermarket group.
Effect on SEO? Pretty obvious really. SEO technology offers cost savings in addition to increased sales as proven from the first completed trial. Are ASDA going to want to hang about introducing Greenseal technology as fast as they can. Errrr.... that's a tough one, but I guess not. ASDA will use Greenseal as fast as they can to try and improve their trading performance, and undoubtably it will!
pth
aldwickk
- 05 Jun 2005 19:44
- 5321 of 27111
Its he's job , he,s being paid to keep the price down.
bosley
- 05 Jun 2005 19:50
- 5322 of 27111
sd, nice to hear from you again. you have been missed!!!! just returned from a good day with the band at the wigan jjb beer and band contest. a very respectable top half of table result.
paul, if you have filtered ii, why do you give a shit what he says? so much anger isn't good for you.
bosley
- 05 Jun 2005 19:50
- 5323 of 27111
driver
- 05 Jun 2005 20:36
- 5324 of 27111
bos
Good point, fiver in the box by the way, all Don Q 1st needs to be told is read this.
RESEARCH PAGE:
http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=5042
jimmy b
- 05 Jun 2005 20:53
- 5326 of 27111
How do you do that driver ??
wilbs
- 05 Jun 2005 21:12
- 5327 of 27111
stockdog - 05 Jun'05 - 12:27 - 5308 of 5325
Respect!!
Hope the sailing was good!!
I have finaly found out what SEO stands for... Sequestor Eff Off.
As for insiderinside? Well you should try getting outsideroutside more.
wilbs
jimmy b
- 05 Jun 2005 21:16
- 5328 of 27111
Nice one wilbs..
wilbs
- 05 Jun 2005 21:47
- 5329 of 27111
I try my best!
sambal
- 05 Jun 2005 21:49
- 5330 of 27111
AndySmith.
I like your posts here and on jlp bb, straight forward etc. Explorations I am into are gbp got in last week, up already and csh I have been holding this since Feb. A few others I won't metion at the moment. Both are worth a look imo.
Good luck to you.
Sambal
EWRobson
- 05 Jun 2005 23:17
- 5331 of 27111
My poor old doggy friend, survives a week at sea but chokes on this thread! The extremes of some posts are hard to consume: particularly the unbalanced negative ones which twist every positive SEO, ASDA and industry comment; but also, for me, those of PM. Here is a plea for each of thee posters, and others, to try for some balance. After all, the current sp of 26p is a balance between bulls and bears, taking out the short-term trades.
It must therefore be difficult for a visiter to this bb to make sense of the situation. If you have access to Evolution's website www.evgbresearch.com then its worth reading tim freeborn. However, you need look no further than John Marshall's report in the Shares mag of 26th May. I rate John as the top analyst around in retail related shares. His conclusion is: '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.'
One reasonable point that II made is that there is unlikely to be further RNSs on the ASDA situation as the exclusivity period has been triggered and additional orders from ASDAs suppliers are assumed - thus the treading water. It is also assumed that there will be orders in the US and there need be no exclusivity period. Any major move in the sp in the short-term is probbaly only likely to happen if their is a major Wal-Mart contract; it could come from a competitor but Wal-Mart, knowing the very positive results of the ASDA trials, are unlikely to miss a significant business opportunity, particularly as their trading figures are under pressure.
I certainly wouldn't wait on the side-lines but nor would I expect anything dramatic in the short-term. However, I would have a stake in SEO at the current price as there appears to be good support at 25p and the upside:downside potential is a very large ratio. I have done well out of SEO and have spent some of the profits (shame! shame!) but remain heavily overweight in the share on a medium term view.
By the way, I don't think panic's query re Reiser was answered. I have assumed Reiser have not been in a postition to implement the agreement since SEO changed their strategy to direct marketing to the major supermarkets. andysmith or someone else may be able to clarify.
Eric