bosley
- 20 Feb 2004 09:34
ptholden
- 09 Jul 2005 17:20
- 7107 of 27111
How did your SEO short work out Seq?
insiderinside
- 10 Jul 2005 07:41
- 7109 of 27111
PM1 - drop the personal stuff - keep to the company and potential - you have had in the past your bullish views - and I have still today my bearish views - I am only pointing out the anti-ramp.
Notice the laser sealing can do peel lids notice from EVO (Jan 05) earlier write ups that SE0 RF cannot and the need for cut to open warnings with the new RF sealed lids ;-)
Lots of false posts around the net saying I saw Greenseal in Tesco and the like put it this way if the package is consumer unfriendly imo - and has a notice on the front to Cut to Open then its likely to be Greenseal if its consumer friendly and peel off top its likely not. Do not be confused by the rampers read the EVO Jan report see what they say about Cut to Open lids and warnings. The latest heat sealing machines from the likes of Proseal and Cryovac amongst others do a superior lid with excellent seal and clarity so if it looks pretty it could be any machine if it has a warning to cut it open and in Asda it could be Greenseal.
If you think Laser tray lidding sealing is not a product then in my earlier posts yesterday - is the recent write up and photo of the Laser sealing system forget comments of fumes/smoke etc we are talking sealing not burning whoever come up with comments about fumes must be a total idiot and trying to hide something. You can see from the photo its real and under tests. Laser like RF comes in many different formats and frequencies certain RF levels are harmful certain are fine for sealing certain laser levels are ideal for hand held pointers or for cutting or for sealing.
Take a look at SEO getting ramped on a Skiing site ;-) LOL
http://www.goneboarding.co.uk/Forum/ShowThread.aspx?ThreadID=13478
Its getting quite desperate now imo all the 2006 news including a Walmart deal and 1000 machine orders is in the price so it is amazing where you will find posts saying Hey I have a great share tip buy some SEO - rampers trying to get more people into the overvalued over ramped over hyped SE0.
Very funny when you read the earlier reports like EVO Jan 2005 they had a 10p target for 2006 which when you consider real life order flow now (2 machines and a handful more coming) it was a very reasonable target.
bosley
- 10 Jul 2005 09:19
- 7110 of 27111
driver? bruce willis lookalike? i thought you said you looked like george clooney? i guess next it's going to be brad pitt........
beautiful day today, may have a drive up to the lakes, or just walk upto the pub and get leathered!! have a good day everyone, enjoy the sun.
Sequestor
- 10 Jul 2005 10:26
- 7112 of 27111
pth
I am down a penny and a bit on the SEO short, nearly 4 weeks to go tho`,before I need to close- been away for a week, probably missed any downturn, but longed
Brent Crude befire I left with a stop profit of $61- that worked, shorted DOW Friday night close to its peak, can`t see that graph not turn into a ski-slope
off into the sun!!!!!
ptholden
- 10 Jul 2005 13:03
- 7113 of 27111
Nice one Seq, wouldn't like to short the DOw at the moment though, although hope it works out for you. Think a blue FOOTSIE day (likely) may give the DOW a bit of a further nudge up.
Unfortunately due to this new BB format I somehow seemed to fail to squelch IIdiot and have just had the pleasure of reading one of his more idiotic posts.
Even the total condemnation of his recent behaviour in using the London terrorist attcaks to bash SEO have not tempered his enthusiasm for telling outright lies.
"all the 2006 news including a Walmart deal and 1000 machine orders is in the price"
What a complete load of bollocks, how you manage to live with yourself by peddling this blatant rubbish is beyond me. It is accepted universally that the ASDA agreement of 200 machines is in the SP, and you could argue that that reflects a fair price of anywhere between 20-25p. Any Wallmart deal, particularly if in the region of 1000 machines will elevate the SP considerably higher.
Now where is that damned squeched button.
pth
insiderinside
- 10 Jul 2005 19:34
- 7114 of 27111
Whilst blatent ramping is around - so am I - another case today - I am informed someone posted a blatent ramp on III and then its been copied elsewhere - normal trick from rampers - post a ramp on one site and copy elsewhere and say "look what I found at xxxxx" site - the ramp is The Investors Chronicle has tipped SE0 to be a winner - I am told this is totally false - their 8th July report says the price already includes all the good news - its trading on 57 times BEST FORECAST 2006 EPS (2006 EPS being whats reported at prelims in 2007) - and it advises to wait and see if real big orders come through or not - the price is high enough.
PTH - The Investors Chronicle on the 8th July says "All the good news is in the price already".
PTH - There is around 1000 in the price - as is known from KBC estimates which say each 100 orders is worth 2.5p on the share price - so being positive and saying its worth 5p for its jam tomorrow and IP - with no orders - like now with only 2 confirmed orders - even with 200 orders its still only worth 10p by KBC Peel estimates - totally over ramped and over valued at present - yes.
superrod
- 10 Jul 2005 21:05
- 7115 of 27111
ii
you have no position ( you say ).......so WHY do insist on trying to save us idiots from ourselves? im a relative newcomer to SEO but am UP nearly 3000 ( and its in the bank ) and thats just from trading. my 52k shares circa 14.9p remain healthily in profit.
go and be philanthropic elsewhere.
bosley
- 11 Jul 2005 07:18
- 7116 of 27111
good morning all. what a lovely day! the sunshine makes you feel all positive and hopeful.
Chiva20
- 11 Jul 2005 07:20
- 7117 of 27111
Morning Bos, how chipper of you. Boiling here already, and throughout most of last night!
bhunt1910
- 11 Jul 2005 07:33
- 7118 of 27111
Morning Bos - Looking forward to a better week than last in more respects than one
Baza
bhunt1910
- 11 Jul 2005 07:41
- 7119 of 27111
Some associated News
Tesco, Wal-Mart could face European expansion problems, warns report
AFX
LONDON (AFX) - Tesco PLC and Wal-Mart Stores Inc's ambitious billion pound expansion strategy into eastern Europe is in trouble, The Business reported citing data to be released by AT Kearny, the management consultants, tomorrow.
The report will show that markets in Poland, Russia and the Czech Republic -- key areas targeted for growth by Tesco for 2005 -- are saturated.
Kearney's report carries an index ranking 30 emerging countries based on more than 25 macroeconomic and retail-specific variables. Russia has been knocked off the top spot as retailers enter the market, increasing the level of competition.
'With new players entering this region and existing players expanding, market saturation is tugging many traditional eastern European countries down the index. The Czech Republic, for example, dropped and Poland fell out of the top 30 altogether...Poland is now saturated, the report says.
'Slovenia has fallen one place, Russia is levelling off and while it remains attractive, the steady stream of foreign players has caused its market saturation to increase,' the report adds.
The top five grocery retailers are foreign and control more than 60 pct of the market. Lidl, Tesco and the Schwarz Group joined the crowded marketplace in 2004 and Wal-Mart plans to follow.
Last month Lee Scott, chief executive of Wal-Mart, the world's largest retailer, said it was looking to expand in central and eastern Europe. Scott listed Poland and Hungry as well as Russia among countries that would be attractive.
Tesco also plans to build 20 more stores in Poland and six in Slovakia. Last month chief executive Sir Terry Leahy said international strategy is again his priority."
Baza
"
Sequestor
- 11 Jul 2005 09:37
- 7120 of 27111
interesting to see the new SETs trades going through, quite a few too, very sophisticated, they set the max. spread at 10% tho`, barstewards
ptholden
- 11 Jul 2005 09:40
- 7121 of 27111
Seq
I believe there are technical problems at the moment with the SETs for SEO. I can't see the Order Book on L2, so perhaps that might have something to do with the Spread?
pth
ptholden
- 11 Jul 2005 09:44
- 7122 of 27111
Edit
Seems to be up and running now, although still looks like there are a few glitches.
pth
Sequestor
- 11 Jul 2005 09:49
- 7123 of 27111
I think its MAMs provider rather than the system
proptrade
- 11 Jul 2005 09:53
- 7124 of 27111
loving the new system. MM's were clueless in SEO and now at least we ca see the real mkt..
on the laser sealing issue they are YEARS to come to market. R&D is a long and slow process and if they are deemed to be efficient and safe (and viable and reliable) then maybe could be a threat in a few years time. in the meantime SEO can enhance their proven and accepyed product.
IanT(MoneyAM)
- 11 Jul 2005 09:54
- 7125 of 27111
ptholden,
There was a problem at our providers this morning with the new stesmm stocks - they have now resolved it so the order book is showing, but there will be missing data on some books from the outage.
Apologies
Ian
ptholden
- 11 Jul 2005 09:56
- 7126 of 27111
S'ok Ian, no probs. Off to play golf, so it can do what it wants! Well, as long as it goes up!!
pth