bosley
- 20 Feb 2004 09:34
Biscuit
- 04 Feb 2005 19:17
- 732 of 27111
Eric,
With possible contracts around the corner I would say the MMs are definately building their stocks back up. I think there may be some press coverage over the weekend also, if it's a tip in the Sunday papers then there could be heavy buying on Monday or there could even be a contract on Monday. By the share movement today you have to think something is imminent!
Biscuit
bosley
- 04 Feb 2005 20:45
- 734 of 27111
i believe you, driver....... well, i didnt expect that!!!thought there might some profit taking today (and looking at trades, lot more sells than buys) and a bit of a red day . but even though lots of sells , price is blue. dont think i will ever understand this dealing lark.definately has a feel of something is brewing, biscuit. dont think it will be too long before we find out.
moneyplus
- 04 Feb 2005 21:32
- 735 of 27111
Hi everyone!! It took me a long time as I felt the cc. could sink this company without trace but you've all convinced me this is one to be in. Bought in today so I hope the uptrend continues ! cheers MP
TheFrenchConnection
- 04 Feb 2005 21:37
- 736 of 27111
Mes amities/ Des le debut-bien commencer !!Personnellement, je pense que vous avez raison !!.Lndeed this is but the start; and the mms know it . ..Upon mere scrutiny of todays trading it is manifestly apparent, that the mms ,in having maintained, such an very attractive "offer" price, throughout what can only be called very heavy intensive afternoon selling , have made thier position patently obvious.The line in the sand has been drawn . They are undoubtadly hoarding them like squirrels in anticipation, and hence preparation, for the inception for the REAL battle which will break out for this stock on Monday . For from small acorns do great oaks grow . And who can blame the market makers ?? This is a stock they recognise as one which has all the hallmarks of making a lot of money .For in SEO and its RF sealing methodology they have found a company with a known proven cheaper and more efficient technology which will ultimately change the face of the food packaging industry; and more to the point they have found a company currently undergoing trials with the likes of Asda and through them with thier global masters -WAL MART !!! And as you know thats as big as it gets .A deal with Asda could be construed as a "Company maker" by any other name.But a deal with Wal Mart would send SEO into orbit . Like Coca Cola, or McDonalds, or General Motors, or Chevron , Wal mart GETS what wal Mart WANTS. lt is a global player retailer; and in RF it has literaly stumbled upon a technology that could save them millions of dollars p/a . Yes . Millions . Tens of millions . On the face of it RF is every bit as revolutionary as was "tetra pak" to its manufacterers ; and i believe with the odds and reward being so high the mms will be at their very best in enticing sellers with INSTANT 100% returns.And if, and when that fails ,the tree shaking will be relentless as will the volatility of the s/p Or they will stonewall the stock Thay did it today as regards all that selling .. Think about it ? .Armed with the knowledge this stock could increase severalfold if contracts are signed with the likes of Asda /Wal Mart mms will be on the look out and i imagine they wont hesitate to come out guns ablazing on monday.Volatility will be order of the week; and i imagine it will rage incessantly until the results of deals with the likes of the aforementioned heavyweights are made known ..Until that time the ACTUAL company with a tad in excess 0f 800k in liquid cash will as an entity lose totally lose any fundemental correlation with its share price .The value of this interlectual property is awesome .The potential is truly staggering.lt is absolutely phenomeonal.A true ten bagger if i ever saw one .Some would say more .Only after speaking to many who work in this sector have my eyes been opened to its potential . Yet obversely the downside is currently neglible !! .l hold in excess of 400,000 bought between 4.75p and 6.15p but would be be quite content with a position at current levels as when the endgame unfolds 10p will look with hindsight remarkably cheap and an absolute steal .( i did hold 630,000; but like a complete moron sold 150k @ the 10p level thinking it would temporarily stutter which of course it did BUT for about five minutes before juste powering on ,,,,and on ,,,, !And then in witnessing the s/p hold up in the face of 13m sells made me appreciate the error i had made in selling at a time i should be buying !! .>En brevite > One nagging doubt.lf SEO do land a contract with any of their "blue chip" suitors i think a rights issue would be essential for fiscal reasons to which none of us are blind. . .ln addition. What of the incurred legal fees, court costs and alleged "punitive damages" regarding the court case with BPRG ? l have heard awful figures bandied about . Monies that SEO simply do not have . That may go along way to explaining the illogical and totally unfathomable BPRG roller coaster ride yesterday in which BPRG suddenly broke out of its recent 62-69p trading range and surged to 82p before somewhat retreating . A ride, i hasten to add which, under normal circumstances,would have allowed anyone with a modicome of sense to get out . That ex city darling will never see the dizzy heights of 100p again ;let alone 160p . Never. Or will it ?.As an entity lt lacks strong innative motivated management.lts board has found to be both indecisive and vaccilitating and wanting . They lack direction and an inability to interelate with the city and MORE importantly thier customer base . ln my opinion it has survived on the whims of certain fund managers.ln short BPRG is a stock that proves the adage that all that glitters is not gold .Upon perusal and on the face of things it appears a real gem with some remakeable technology in its own right .But upon examination it is flawed.Seriously flawed. Recently it has become one of the heaviest shorted stock on the exchange and personally i am amazed it has not sunk to sub 55p recently . Or is something propping up BPRG >?.Something like damages in the form of a chunk of SEO ( as did Watermark in settlement with ARX recently ) . Finally; and knowingly with so many lucrative irons in the fire ;Why did CEO lan Balchin knowingly sell 7 million options @6p ( his reasons of tax liabilities seem absurd) ,,,and even more utterly bizarre why should another director quite recently dispose of a small matter of 26 million shares at even much the same s/p of 6.25p .? ...The mind boggles. A different chapter i guess . Perhaps SEO management enjoy giving all thier money away : or are they as as crap as those BPRG ? alors !! Qui sait ? !! From my vantage point and looking at the dynamics of the market l fully expect volumes of 20m+ all next week and SEO to start hitting the big players radars Lets play ball ,,,,,,,,,a'bientot ,bien amicalement ,,Bonne chance / Bonne nuit .. ,,@+ J,.
EWRobson
- 04 Feb 2005 23:06
- 737 of 27111
Welcome back on board, moneyplus. Not quite at teh front, but still in the vanguard!
French Connection: Fascinating post, so merci monsieur (ou madam - it has a certain, what shall I say, insouciance!) Right to point out some of the problems of rapid growth: it may stratch management who have not been in this league before (although they must have dealt with major players with their R/F optic cable). I do think the bprg cc is a busted flush as it is for a completely separate matter and the damages must relate to that, very distinct, product. A rights issue and/or placement must be on the cards. But hopefully the price soars first and then they will get their money for a lot less shares. Any way it is all tres jolie et fabuleuse!
Erique
bosley
- 05 Feb 2005 08:24
- 738 of 27111
welcome back moneyplus and thank you french connection for summarising what we already know.i too think next week could go all over the place.friday was a strange day for seo. many times i have seen a shed load of buying and the price falls . yesterday , so many sells , and we end the day blue. strange day.
bosley
- 05 Feb 2005 11:07
- 739 of 27111
eric, you said you are looking for the asos for 2005. i dont think you need look any further than seo .have a look at asc chart before it started going ballistic last january/february. also,other similarities. asc had problems for a while, (distribution, i think) that sent the price down and kept it down. seems funny now reading the first post on asc, the writer being very confidant that the price will rise back up to 5.5p!!! i think seo has the same , if not greater potential.and in a years time, someone reading our posts will be staring , incredulous, that seo were once as low as 3.8p(not that long ago). life is good, the world is great, i am a happy bunny.
moneyplus
- 05 Feb 2005 11:20
- 740 of 27111
You've all convinced me-I am looking forward to the next twelve months! I sold dull old PAY to buy this so hoping to make up my losses quickly. Keep watching PAY guys as in my opinion it could well be the next NLR but at the moment the market is ignoring it, suspect the next set off figures will change that!
superrod
- 05 Feb 2005 14:43
- 741 of 27111
have only seen the d mail today.....no comment. i assume its the same all over or it would be here?
a well known tip sheet has commented but i value my subscription to much to post the article. lets just say there were no surprises.
EWRobson
- 05 Feb 2005 17:21
- 742 of 27111
bos
I 100% agree that SEO is, or should be, the ASOS of 2005, i.e. a 10-bagger from the starting sp of 5.5p. Only built up my position at 6.4p but it is now comfortably overweight. Implies a target sp of 55p and a cap. of about 440m. In my view that level is obtainable. Once we get the forecasts, analysts will see, firstly, the revenue growth in 2005 and very significant increases in 2006 as royalties kick in. pe will follow although costs are bound to rise more quickly than previously forecast as SEO gears up for increased volume. We'll be able to guage better on the 23rd with the prelims. This week will be interesting with the MMs clearly anticipating a buying surge ahead of the results / contract announcement(s). If profits taking, important not to dilute the holding too much; perhaps sufficient to reduce notional cost to zero. In fact, if holding is less than one-third, suggest ACCUMULATE.
Eric
markusantonius
- 05 Feb 2005 20:32
- 743 of 27111
Eric,
IF there is indeed profit-taking on Monday (and from a selish point of view - I naturally hope there is!), what price do you think I should be able to buy in at, lowest? I've had a friend of mine do a thorough research of SEO, after you tipped them again recently, and his opinion more or less matches yours and the others!
jimmy b
- 05 Feb 2005 20:40
- 744 of 27111
EWRobson, i read your piece with interest, i wonder if you could explain the last part of what you wrote ,Thanks Jb
EWRobson
- 05 Feb 2005 22:33
- 745 of 27111
jimmy b: presumably you are referring to post 741. I think the point about reducing costs to zero is probibably pretty clear: say, costs 5K value 15K; sell 7.5k with cost 2.5k, profit 5K. You are left with 7.5K, cost 0. Its a bit arbitrary, but some like to work that way.
The last point is about the overall portfolio. I have generally gone for a spread over 10 shares and initially went for average weight of 10% each. As time passes, value of one or two rise or you might like them and buy more. So your balance is now, say, two shares overweight at 20% each, 4 at 10%, 4 at 5%. The last four may be shares you have bought into and still getting to know them: currently with me ZOO, MLS, BGT and NML are like this. I am overweight in SEO and ASC. In the last three weeks I have gone up to 40% on SEO, partly by price growth and partly by accumulating. I acted similarly last year on ASC. Many people feel that they should take part of the profits when a share rises, particularly if they had previously set a target price and that price has been achieved. My point is that you should run the profit past that price if the fundamentals are strong and the charts good, particularly momentum. Some would argue that you are getting dangerously near putting all your eggs in one basket. There was a chap is Shares last year who had 400K, I think, in two shares. If I was a blue chip investor, I would put my money in Tesco and HSBC and hang the rest. In conclusion, if the share is a buy on fundamentals and on technical analysis, at least hold and consider accumulating. But don't go to sleep on the job. Ellen can't take a wink of sleep anyway and she is making a fortune on her particular basket!
markus: difficult call! Discussion above is suggesting that MMs have been accumulating stock in anticipation of a continued, and quite likely continuous, bull market. You have three choices, basically: (i) buy first thing, even if price has had a bit of a mark up - precludes the risk of the price soaring away before you get in; (ii) wait to see what happens to the price - if it falls, see wher it settle and then get in; (iii) same but if price rises then depends a bit how determined the buying is: if very determined, get in straight away before you lose the opportunity; if slow rise on back of fairly balanced trading, see if it comes back before you buy. But it is difficult to get it right. The point I would make about SEO is that the indications are that the prelims with possible accompanying announcement on the 23rd could well take the sp well ahead of where it is at the moment. Wherever you get in tomorrow would then give you a good turn; this time hold some, if not all, of the shares, until the price finds a stable level and/or momentum is reversing. Hope that helps. The standard message is DYOR but I accept this is one way you are doing it!
Eric
Eric
jimmy b
- 05 Feb 2005 23:17
- 746 of 27111
Thanks for taking the time to explain that,,cheers Eric ,,Jb
markusantonius
- 06 Feb 2005 00:13
- 747 of 27111
Yes, thanks, from me also, Eric. I think part of my new "DYOR" strategy is to read posts from well-informed, knowledgable people like yourself! It certainly saves me a lot of time, that's for sure
I will be up early on Monday.....
Kus.
iturama
- 06 Feb 2005 08:15
- 748 of 27111
Some comment should be made on the French Connection hype in post 735 with respect to Walmart. He fails to mention that Walmart, unlike Asda, does not have a foodhall, and its success is based on its purchasing power with household name manufacturers rather than own name or own packaged goods.
I cannot think of a single instance where the SEO technology would be of interest to a US Walmart store. Perhaps the French Connection could enlighten us all.
hlyeo98
- 06 Feb 2005 18:11
- 749 of 27111
SEO is no doubt a great share. IT is in this week's Shares Mag BlueSky Portfolio, mentioning its great potential. Results of the frst trials with ASDA are due shortly.
ssanebs
- 06 Feb 2005 18:27
- 750 of 27111
Asda trial results will be revealed this week hopefully. But then we will have to wait for the terms of the deal.
As to how will seo benefit Wal Mart, i have been to the US stores many times and their meat is packaged just like ours, so the RF sealing will definately be of use to them, which asda are trialling now.... and many other supermarkets and suppliers.
As to the sells on friday most of them were in fact buys, as i added twice on friday but they appeared as sells as my broker got inside the spread.
hlyeo98
- 06 Feb 2005 18:55
- 751 of 27111
Huge market in the US. There are around 50,000 lidding machines in the EU and USA.