bosley
- 20 Feb 2004 09:34
bosley
- 29 Jun 2005 10:15
- 6679 of 27111
seq, i think what has become very clear from these interims is, that seo have made the leap from what they were , into what they are now; an ip company trying to sell their new technology . i think the company are as hopeful as we are as to how greenseal will sell, but , like the rest of us , they have to wait and see how many packers bite and for how many machines. at the moment it's a bit of a waiting game, and i have been waiting for two years now, so i don't mind waiting a bit longer. hopefully the biotec deal will go smoothly. the starch trays part of seo was my original reason for investing so i'm looking forward to seeing what happens next. greenseal , frogpack , ingel and the rest are just nice bonuses for me.
Chiva20
- 29 Jun 2005 10:36
- 6680 of 27111
Anyone have level 2? Proptrade? Buys far outweighing sales at the moment. Would be a cheeky end to the day if we ended up.
Are we getting some MM games now?
ptholden
- 29 Jun 2005 11:03
- 6681 of 27111
Not much to read into L2 at the moment Chiva 5v6
pth
Chiva20
- 29 Jun 2005 11:07
- 6682 of 27111
Thanks pt
stockdog
- 29 Jun 2005 11:19
- 6683 of 27111
hewittalan has come closest to what's important in these results IMHO - cashflow.
They spent roughly 600k on operating loss (net of depreciation, amortisation etc) and about 900k on research and development and fixed assets - cash used 1.5m. They have 3m cash on the B/S - so a years' worth at current rate.
ASDA roll out has on many occasions been linked with 5m turnover over next 12 months, let's say conservatively 1.75m the next 6 months and 3.25m 1st 6 months of 2006. So on curernt cash usage, they are cash break even the 2nd 6 months of this year and next year start to put serious cash back onto the B/S from trading not more share placing.
IMHO one of the great strengths of the management is the carefully integrated pace of their development with thorough market testing and steady roll out. The resulkt is actually a faster bringing to market than many more rapid approaches and, overridingly important an ability to stay solvent whilst it happens.
Meanwhile 1,618k buys to 674k sells tells us what the market thinks. What reason on earth can you think of to sell?
sd
Tech
- 29 Jun 2005 11:30
- 6684 of 27111
Stockdog
You need to also include some revenue for the US rollout.
proptrade
- 29 Jun 2005 11:50
- 6685 of 27111
L2 well bid at 22.25 and equally well offered at 23. nought 'appening!
stockdog
- 29 Jun 2005 12:18
- 6686 of 27111
Tech - just taking a very basic view of established figures. US start up and operating costs may exceed initial US revenues over next 6 months, so prefer not to include any value there just yet.
If you:-
1) Have a fantastic range of products - tick
2) Have a means of bringing them to market - tick
3) Are not losing money - tick
then the chances are you have a solid business capable of growth only limited by the size of the market - in this case every food shop in every country in the world.
How long it takes on a week by week view is not very material.
Where will we be in 12 months' time? Firing on all products in UK and US, cash flowing in, Europe and Asia beckoning and we won't even have touched the sides of the potential market. I can wait till then.
Then I saw her face dah-dee dah-dee
Now I'm a believer
I couldn't leave her
If I tried!
sd
insiderinside
- 29 Jun 2005 12:22
- 6687 of 27111
Right just a quick single post as busy decorating today - from what I see - and yes its my opinion thats all - you have seen staged buying on release of poor results - this is friends of friends buying in to give the impression that its good and no need to panic - I have seen it many times before and what follows is more gradual erosion of the SP - however to limit the effect there is staged buying at first to try to calm the market and PIs on the release of not good news. It is my perception that they are not expecting any large orders in the immediate short term and needed the staged buying to support now and let it erode slowely as time passes and no large orders come through.
Time will tell on this one - and as the above is my opinion which I stick by I will post less now as IMO the lack of large orders in itself in the coming period will say it all and requires no input from me.
bosley
- 29 Jun 2005 12:24
- 6688 of 27111
which basically means.... "i wuz wrong!!"
proptrade
- 29 Jun 2005 12:30
- 6689 of 27111
LOL LOL LOL
II you have just made such a childish amateurish statement!!!!!!!!!!!
"friends of friends buying in to give the impression that its good and no need to panic"
are these the "they" people refers to. friends of friends! LOL
anyway, it is an 8 market maker stock and i think that these guys are a little smarter than that. you know they collaborate and said - oh, a few "friends" buying, lets back off, must be a big order there. oh no, lets not push these lower. LOL, LOL!!!!!!!
anyway, simple truth is that this MM driven stock may drift lower until real news comes out again. please stay off the "staged buying" comments, you really are just making yourself seem foolish and in danger of becoming a laughing stock.
LOL
rgds
PT
bhunt1910
- 29 Jun 2005 12:35
- 6690 of 27111
PT - ? "....in danger of .." - too late - already is
Baza
roma
- 29 Jun 2005 12:40
- 6691 of 27111
proptrade. I thought he already was a laughing stock.
proptrade
- 29 Jun 2005 12:46
- 6692 of 27111
ok, I apologise. ii IS a laughing stock....
Chiva20
- 29 Jun 2005 12:48
- 6693 of 27111
Proptrade, roma, Baza you're all obviously one of those friends of friends. Disgusting, you should all be ashamed. Stop staging your buys to hoodwink the innocent investor! You're all vermin!
hewittalan6
- 29 Jun 2005 12:58
- 6694 of 27111
Now I feel bad. ii has fallen on his sword as befits such an honourable gentleman, but the feeling is like the one you get at about 30 when you meet the kid you used to bully at school.
But really!!
Fancy asking your friend to take a hit on a share you know is going down, so that you don't have to take as big a hit!! That is so low, no wonder ii has so much time to post his stuff on here and many other boards, he can't have a friend left in the world.
Goodbye, ii. I will miss you.
Alan
bhunt1910
- 29 Jun 2005 13:42
- 6695 of 27111
Alan - ii was squelched long ago - so wont miss him at all.
Baza
bhunt1910
- 29 Jun 2005 13:44
- 6696 of 27111
Sudden spurt of activity on GON - up 35% FYI
Baza
robinhood
- 29 Jun 2005 14:03
- 6697 of 27111
ii, I will miss you....... Last week I asked you to recommend a stock that should be SHORTED. You recommended YOO so obiously I BOUGHT some at 5.10 It now trades at 6.35 so now ,after just 1 week, I am sitting on nearly 25% profit. ( do not give up the day job-whatever it is....)
paulmasterson1
- 29 Jun 2005 14:13
- 6698 of 27111
I received the post below via email, as I have iidiot filtered, so to show that iidiot is a low life, rancid piece of dogsh1t, who posts nothing but LIES, I can categorically state that have NOT sold out of SEO.
Feel free to post this on other BB's where iidiot has posted the lies.
Cheers,
PM
insiderinside - 28 Jun'05 - 13:15 -
6632 of 6641
steady there driver - no need to get angry as the price falls - it was expected to fall heavily at interim time -
thats why IMO PM1 sold out last week.