bosley
- 20 Feb 2004 09:34
AdieH
- 31 Jan 2005 11:41
- 650 of 27111
thanks you have a good record...
Biscuit
- 31 Jan 2005 11:50
- 652 of 27111
Do you think I could do a licensing deal on that idea?
EWRobson
- 31 Jan 2005 12:07
- 653 of 27111
Interesting posts. The announcement was of two licensing deals so it will be the responsibility of those companies to do the marketing. however, they possibly will focus on UK so it would be good to have US pull-through. This is clearly an Aquasol product so has no negative impact whatsoever on the R/F products.
AdieH: Bought into BPG this morning and sitting on a nice little profit already. I suspect there is a lot more action as cap. still only 27m. The Bandai commitment is for 100,000; at 50 a throw to BPG (a guess, but it is a DVD player) thats 5m so cap. could move to 50m before it needs to pause.
Di: same predicament as me! Investing OK - a good stock-picker. But there is a right time to sell and I have been a bit slow to divest myself of an overweight position in ASC; I should be buying back in now not selling to provide funds for NLR and BTG.
As for SEO, the skies the limit. I am becoming convinced that we are talking about a climb towards the FT350. Not tomorrow or next week, but certainly next year. Back to the issue: when do take profits and when do you buy back in. Help, someone!
Eric
bosley
- 31 Jan 2005 12:33
- 654 of 27111
i think we all have the same predicament. we all know that when the cc claim is announced the price will drop . will it drop enough to cover the spread? will it be worth selling and buying back? also, and this is the biggy, will seo very cleverly announce a new deal to counter the negative news and the price rises instead of dropping? lets not underestimate the power of asda. when international brand licensing got the nod to sell in asda it doubled in a day.tricky decisions and after further thought my own view is to stay put.to sell and buy back in ...well it just feels too risky for me. took some thought but i didnt feel convinced i could get it right so i am leaving well alone.
also , fantasic ideas being put forward, re: amazon . i wonder is anyone from seo reads this thread? maybe they will offer us consultancy positions? :)
"In addition, Stanelco's traylidding trials with food manufacturers and packaging
companies continue to progress well. In some instances trials have completed
and are awaiting results of shelf-life stability tests which are a pre-requisite
for products being placed in store. We will provide further updates in due
course."
very exciting last paragraph. makes me think it wont be too long before a deal is announced.
hampi_man
- 31 Jan 2005 13:04
- 656 of 27111
Dynamite, if you don't mind my asking, what shares (besides SEO, as I bought in today) would you recommend for medium term punts?.......
bosley
- 31 Jan 2005 18:26
- 659 of 27111
you go ahead di,maybe even dhl too. endless possibilities.exciting times.i think the asda announcement could really send seo into orbit (no shit sherlock!!!) not because its asda but what it could lead onto. asda could just be the first domino........(wow....stares wide eyed into screen, dreaming). not much else to say. up again . getting a bit boring now , blue blue blue........:)
EWRobson
- 31 Jan 2005 18:52
- 660 of 27111
di, bosley
Excellent posts! I can see Di getting commission but if she succeed in getting the sp up to an appropriate level, that will do for starters. I also agree with the comments regarding DYOR. The Second ASOS Challenge is a good example. The front runners at the weekend were NLR and BGT. I did my own research at the weekend and bought into both first thing - sitting on a decent profit already with more to come. I actually do fully accept the feminine intuition bit: there are actually three ladies who I would put in the top quartile of stockpickers on these threads, namely di, moneyplus and sandrew. I am comfortable at the thought of learning from them! Mind, I put forward MLS which is a close up third in the Challenge!
bos: you only need to look at the charts to see that SEO is a BUY, NOW! The announcement of the Aquasol product is completed unrelated to the R/F technology. Its a guess but it could, and should, be worth several pence on the sp on its own. This share is ridiculously underpriced and I can't see that remaining for long. I can't see the cc affecting such an uptrend although it could halt it in its tracks for a while, depending on the amount. But, the obvious action is to time an announcement of the ASDA deal, say, to defuse the situation.
Eric
EWRobson
- 31 Jan 2005 19:22
- 662 of 27111
Di
Well done! But I don't need another share to look at! Well, just a peek! No, its diamonds! And its Australian! And its Greenland plus Angola! And its traded horizontally for best part of a year! So, what's the attraction? Oh, diamonds are a woman's best friend, they say! But this is a speculative mining share, surely! Well, I still need one good reason to buy!
Eric
EWRobson
- 31 Jan 2005 19:52
- 664 of 27111
Di
Oh well, then, if you insist! Just looked at Greenland so what about Angola? hmmmmmmmmmm! Nice big diamonds! Moving equipment for production! Breakeven this year then US$18.2M next year! Can't be true, given the cap is only 7M!
Can it? Perhaps it can? Blast! I can feel the vibes coming on! Oh well, time for supper! lol:)!
Eric
bosley
- 01 Feb 2005 08:03
- 665 of 27111
morning all. just checked in to see if there was news. no early news but doesnt the graph look wonderful:)
bosley
- 01 Feb 2005 18:51
- 667 of 27111
so, if seos packaging pass this final test , then its got to be all systems go. tim freeborn tipped seo last year when he was writing for shares mag. he wrote some wonderful things. then he disappeared. then evolution get very bullish about seo . then i see tims name mentioned as an analyst at evolution. is tim the analyst at evo who is writing these bullish broker notes? not implying anything negative , just wondered where he had gone because i used to like his enthusiasm for all things techy.
EWRobson
- 01 Feb 2005 21:36
- 669 of 27111
Just one warning note: 666 is the number of the Devil! Now Bos is not the devil because he is a hero, much more like 007. Chart remains an absolute clear-cut buy. Dear old Tim Freeborn - caught a cold with Earthport and lost a lot of money as many of us did; why didn't we go for NETeller instead? still better late than never. Like the shelf life point; also it seems everything else achieved so they just have to wait a while with the packaged goods on the shelf and we all know they will be hunky-dory. See that Prelims are scheduled for 23rd Feb or three weeks time; sounds good timing for the completion of the ASDA studies. Carry on accumulating, folk, in the meantime; mind, I'm somewhat overweight now, figuratively not literally!
Eric