bosley
- 20 Feb 2004 09:34
bhunt1910
- 10 Jun 2005 08:32
- 5663 of 27111
Now if you were the boss of SEO and there was about to be another 44m shares put into circulation on Monday - when would you issue another RNS?.
My guess is that something (but not WalMart) will be announced on Monday. IMO
Baza
paulmasterson1
- 10 Jun 2005 08:32
- 5664 of 27111
Hi All,
As far as the Starpol 2000 packaging goes, I only sussed that one out over a good nights sleep :) Edward from Lemminginvestor said that Stanelco had many of the Tetrapak licencing attributes, but not the packaging, design of packaging(1-2mm rim on trays ?), and now they will have, so Stanelco are putting together the jigsaw that will give them I.P protection almost identical to the Tetrapak model.
Cheers,
PM
insiderinside
- 10 Jun 2005 08:43
- 5665 of 27111
Anyone got a confirmed date for the interims ? I really want to see if the loss is larger than last years and in keeping with increased year to year losses.
As they want to get this listing out of the way quick before interims loss is reported - it may still be late June - but if it is as bad as expected then they may delay reporting of interims - the longer the wait - the worse you can expect them to be.
That they keep issuing shares at will to pay people/debts off - suspect they are very short of cash and expect to remain short of cash in the future - so saving all the money from the dilutions as working capital for the rest of the year.
Potential still for this Biotec buy out to be dropped and they just keep the money - that would be interesting - when is the EGM to vote on the Biotec buy - its very strange that SE0 are willing to pay 25M US$ for a loss making company - thats what gives me a feeling they will find a reason not to proceed and why Biotec are supposedly wanting only cash - SE0 raise the cash and then the deal is called off perhaps ? who knows - DYOR.
Those 44M new shares can be sold off on Monday - I have a couple of ideas about what will happen Monday - either large drop in the SP as it gets dumped - or an RNS to generate buying which will be fed by those 44M shares - nice way to make money on 44M shares you got at 21p - sell them off into "yet another SEO RNS" at 25p - lets see what happens - whoever is holding them just needs "yet another - yawn - RNS" from the SE0 RNS PR/(Spin IMO) machinery.
Sequestor
- 10 Jun 2005 08:45
- 5666 of 27111
hmmmm!
I am getting a bad feeling about Monday the Thirteenth.
hewittalan6
- 10 Jun 2005 08:49
- 5667 of 27111
Is ii a weather forecaster by training? It might rain, and it might not, expect sunshine and showers blustery in places, with some areas enjoying glorious sun and temperatures ranging from freezing to boiling. A foggy start in some areas slow to clear but evaporating early.
For gods sake man, make your prediction and stick with it. You keep putting IMO but you spend so much time gently doubting it and sitting on the fence you must have splinters up your..........
Sequestor
- 10 Jun 2005 08:55
- 5668 of 27111
a few splinters is better than being rammed by a 4X4 fence post though
stockdog
- 10 Jun 2005 08:58
- 5669 of 27111
Oh, I dunno, Seq - live a little!
hewittalan6
- 10 Jun 2005 09:04
- 5670 of 27111
I have no problem with anyone having an opinion on any stock, that is what makes a market. Some feel they are about to be shafted on this one, others see glorious days ahead. My annoyance is with a post that seeks to gently undermine while covering every possible eventuality. The sp may rise or fall is the essence of ii's post. No shit, Sherlock. You're backing a bit of a winner there. That is not opinion that is seeking to come back on Monday and say "told you so" regardless of what Monday brings.
stateside
- 10 Jun 2005 09:04
- 5671 of 27111
Looking forward to positive RNS ahead of the results.
The only way is up!
Bet your last dollar on it - euros or sterling will do.
Sequestor
- 10 Jun 2005 09:11
- 5672 of 27111
blimey all the bloke said was when are the interims,and wondered what would happen on Monday- much better copy than "1 next week".
Anyway who cares its sunny,
offski
bhunt1910
- 10 Jun 2005 09:16
- 5673 of 27111
Hey Seq - where are you - its dull & cloudy down in Surrey
Baza
Sequestor
- 10 Jun 2005 09:18
- 5674 of 27111
West Country,
off fishing
cheers
EWRobson
- 10 Jun 2005 09:20
- 5675 of 27111
Welcome Positive Trader. Positive but balanced and exactly as I see it. There ii goes again with his negative twaddle. A positive acquisition (see PM's quote referring to lemminginvestor) with the initial payment in cash. He refuses to answer my comment suggesting that he is acting on behalf of BPRG. Its not really a significant dilution anyway and, with KBC Peel Hunt as advisors, I would be pretty certain that they have been placed with stable institutions.
Eric
paulmasterson1
- 10 Jun 2005 09:27
- 5676 of 27111
bhunt1910 Hi,
RE -
Now if you were the boss of SEO and there was about to be another 44m shares put into circulation on Monday - when would you issue another RNS?.
My guess is that something (but not WalMart) will be announced on Monday. IMO
Baza
If I were going to release an RNS, I would do that on Tuesday, just to teach the sellers a lesson, SEO is at the start of something massive. Also you cannot hold back a price sensitive RNS, you could however roughly work out when a deal would be signed, and limit the placing shares being listed, to the day before.
Cheers,
PM
bhunt1910
- 10 Jun 2005 09:37
- 5677 of 27111
I bow to the experience of those who seem to know what they are doing.
Either way - the next week could be very interesting!!
Baza
Positive Trader
- 10 Jun 2005 10:06
- 5678 of 27111
What happens on Monday with the new shares does not matter,unless you are trying to trade to increase your holding,and you may get caught if your not back in at the right time.
As the days and weeks unfold you will see your investment grow.Just relax and dont panic
Goog luck all
PT
insiderinside
- 10 Jun 2005 11:57
- 5679 of 27111
I get the feeling that Asda have "screwed" SE0 - I think the problem is like I predicted earlier - suppliers are not willing to pay 25K for a conversion or a 25K per year license fee for 5 years - this is why we are seeing tiny orders (1 so far and maybe around 10 more only coming).
In my earlier posts I expected Asda to want the biggest benefit in price reduction - then the suppliers want to be able to recover ROI in a short period of time - and it leaves nothing for SE0.
This Greenseal could potentially be just a red herring - which may end up on the scrap heap unless SE0 are willing to sell it off very cheap. How many people drive Hybrid or Electric cars ? Not a lot - as if it costs a lot on initial investment and the ROI is a long time - then who is going to do it - and the same goes for all green issues - thats life and business - what you will not do with no immediate benefit - so will others.
Come on SEO - tell the world what you sold that one machine for and what was - if any - the license fee - then we can see if Greenseal holds any future potential or just simply will be a lame duck.
Over 1000 machine conversions (at this expected 25K sale and 25K per year for 5 years license fee) are in the price - total sales 1 - required by October 31st 2005 at least I would say 80 more - IF the sales price is lower than 25K per conversion - and I strongly think it is now as well as much reduced license fees - when this "real" selling price and "real" license fee information gets known it will seriously effect all "hyper" forecasts.
The people with a vested interest to pump the price up are still talking about Frogpack - Starpol - potential from this loss making Biotec company - and everything else - but reality is order levels for Greenseal conversion are basically nothing - being only 1 - and projected incoming orders are abysmal at around 10 more potentially in the short term.
To protect themselves from people looking into the books too early - IMO Interim reporting is going to get pushed back.
This may be the reason why so much fund raising going on - they know that hyped projected income is now going to be much lower levels - and need to cover themselves in advance - who knows - lets see.
DYOR.
kshammas
- 10 Jun 2005 12:04
- 5680 of 27111
'but reality is order levels for Greenseal conversion are basically nothing - being only 1 - and projected incoming orders are abysmal at around 10 more potentially in the short term.'
I particularly like the bit where he uses a made up number (10) as a 'projected incoming order'. Projected by what, the rest of the shit coming out of the bull's ass?
bhunt1910
- 10 Jun 2005 12:06
- 5681 of 27111
I have copied this from another Board with the owners permisiion - thought it was interesting
__===+++++++++++++++++++++++++++++++++++++
From Instinct trader (yesterday)
Good morning all
I did a chart on the 'other' board last night - post 46654 where I suggested the price would fall today. 25p is a crucial resistance point as it marked the neckline of a Head and Shouders formation at +-20May. That is why I wanted to get through yesterday. There is excellent support at this level (24p) on the closing chart, so not worried at all. The main resistance will be at 26.25p.
Those who cannot see the chart on the 'other' board, this is what I said:
25p was a crucial resistance point today. If it cannot break through tomorrow, in the absence of news, it might need a few more days to get through the key 26.25p resistance. The 50MA is up, the trendlines are all up and the Ascending Triangle that will ensue should see breakout of 26.25p in the next few days. Do not worry if there are any slight pullbacks. There are some resistance points now that we have had this dip. All the lines are facing north, so do not worry. We will get through soon enough. Just chill and enjoy the ride. Besides, knowing SEO, there could be news anytime which will override the chart.
Good night all.
EWRobson
- 10 Jun 2005 12:12
- 5682 of 27111
That is absolute nosense and ii knows it. He has not denied that he is funded by BPRG to pump out this negative nonsense on SEO. ASDA have put a great deal of effort into the Greenseal trials: why, because then their suppliers will be obligated (i.e. optherwise lose financially) to adopt the product to their mutual benefit, thus taking an important initiative in the market. Anyone who has any level of understanding knows this, except ii who deliberately chooses not to accept the evidence. Do you accept what Tony Ruane says ("this could well turn out to be the biggest thing in packaging for years") or the drivel pumped out by ii. The price to ASDA suppliers is already contracted (cf. KBC Peel Hunt and Evolution) and the payments to their suppliers governed by a profit share on the arrangements with SEO.
Most unlikely that there will be any significant sales on Monday for the new sharres. Thus no need for an RNS on Monday or Tuesday. Understandably, the hot money gets impatient, but it is the solid investment money which supports the sp at which SEO have achieved their recent placing in 24 hours flat. If the sp eases back towards the support level at 21.25p then that is an opportunity to top up investments. The key RNS will be that on a US deal which may be a few weeks away.
Eric