bosley
- 20 Feb 2004 09:34
TANKER
- 28 Jul 2005 09:54
- 7911 of 27111
still buying.this is a cert.
bhunt1910
- 28 Jul 2005 10:03
- 7912 of 27111
No such thng as a cert Tanker.
This share has definitely dropped out og the mega high risk category through the high risk category and with the RNS's of the last few weeks is in my opinion now into medium risk territory.
Whlst it would appear that everything is going well - and I really do think it is - I have had my fingers burnt on more than one occasion with shares that looked a "dead cert". So just a word of caaution.
Having said that - I am over weight in SEO myself - but in full recognition of the potential risk.
Baza
TANKER
- 28 Jul 2005 10:10
- 7913 of 27111
very well bhunt. lok at my tips all up. but who is going for oom. 160p soon.
TANKER
- 28 Jul 2005 10:13
- 7914 of 27111
keep an eye on aex.
niceonecyril
- 28 Jul 2005 10:23
- 7915 of 27111
Bought 8000 myself 21.75p definatly top heavy, if they go pear shaped,
probably end up working until i'm 70.
ER Accept what your saying about the suppliers but i feel ASDA will
put presure to conform, due to the other benifits, shelf life and presentation.
Also feel as a supplier it would not auger well to upset your customer, future contracts etc.
cyril
stockdog
- 28 Jul 2005 12:23
- 7916 of 27111
Great news!
'wough said!
sd
EWRobson
- 28 Jul 2005 17:12
- 7917 of 27111
Of the end of day WT trades, the trade at 21.5 could well be a sell as I can't see any availability from the chart at that price. The trade list shows the 21.63 as a buy and the 21.62 as a ? - whereas both will be 21.625 and almost certainly buys as the prevailing mid-price during the day was 21.5.
Added at 21.75 and nearly up to my quota again. Shaken out by the fall but have gained by buying back at lower prices. Two positive runs already: from 6p to 15p and from 15p to 28p; the next run could be the best yet - not as a multiple but in total as I am sticking to the same volume of shares. The m,arket will now start to look for a Wal-Mart deal. I rate this as 'probable' and am looking for September. Plenty of time for a nice rise on speculation! (specultation to moneyplus). Snoopy wears specs but I'm not sure about sd?
Eric
niceonecyril
- 28 Jul 2005 17:15
- 7918 of 27111
A positive day in all, some coverage in the newspaper tomorrow with
referance to ASDA could create a lot of interest.Perhaps an article on its environment frendly packaging, would do no harm.
Still won't be worrying about it, off on a weekends golf at the Dorsetshire,
fingers crossed for the weather.
cyril
bosley
- 28 Jul 2005 18:15
- 7919 of 27111
what curious day!! to be honest i fully expected the sp to fall today as i thought the recent rise was merely the borson brigade. but it didn't. makes me wonder if baza had the right idea when he said there would be a weekly(?) flow of announcements, probably orders. or maybe the news we are gagging for.
(i know i've said this before , maybe jumped the gun a little)
the american emgineers started a 3 month training course in early april. that should be finished now. the third trial has ended successfully and results are have been analysed. seo have said that nothing will happen in america until the third trial has ended. it ties in nicely that the trials are over ,successful and that all these yank engineers are fit , trained and ready to go. i feel that wind again.......
Biscuit
- 28 Jul 2005 18:37
- 7920 of 27111
Well in Shares magazine a few weeks back it did say that trials had already been booked with Walmart suppliers for after the 3rd trial had finished. So I guess we'll have to watch this space. If the engineers are all trained up I assume that SEO o rpremier tech won't want them sat around for very long. Just my opinion of course.
Biscuit
EWRobson
- 28 Jul 2005 20:04
- 7921 of 27111
Biscuit taken! We are on course and on schedule. Suspect that Wal-Mart will want to some specific trials to satisfy their markets and their own auditing bodies but not that much given that they will have access to the ASDA results. As you say, the Premier and Advanced chaps should already be in action. What I like about the situation is that everything appears under control. No necessity seems to apply to creating news; we are getting the tip of the iceberg, except that it is all hot stuff. I can't see the sp hanging around waiting as buyers, including institutions, will be wanting a stake, plus the inevitable hot money as the shorters make for the hills.
Eric
jacoden
- 28 Jul 2005 20:56
- 7922 of 27111
I have traded this share a few times now from 4p all the way up to 23p and finally last week I bought in again at 18.9p. This time I am sticking with it, I have made some nice sums from SEO over the last 7-8 months but I think now is the time to stay long term. This is now a medium risk position. I think the future is bright and that it will not be long before there is mutterings in an american accent surrounding the use of this company, If you get my drift.
Good luck to all holders although I don't think you will need it now, for me there is only one way for SEO to go.
EWRobson
- 28 Jul 2005 21:12
- 7923 of 27111
My views exaxtly, jacoden. You beat me in though at 4p though I got in just before the rise at 6.4p. Risk is an interesting concept: no risk, no gain because everyone would be on board and there would no potential left. Tom the share is now quite low risk as the various actions over the last three months have removed the major risk elements. The ASDA potential can now be firmed up with an order take up of a minimum of 200 machines and probably in the range 200-500. Thus it is difficult to see the take-up being less than 1000 machines which is 25p using the Peel Hunt yardstick. (I accept that there some fo these machines will have lower revenue). All the risk seems to be on the upside! The world doesn't realis it yet because the world has not made a real study of the fundamentals!
Eric
paulmasterson1
- 28 Jul 2005 21:15
- 7924 of 27111
Looking at the trading today, the bid has been mostly at 21.5, with small drop to 21.25 and a couple of very small blips to 21.75, so the selling average has to be 21.5.
So in order of trades at the end, we have :-
2,750,000 at 21.626 - buy I think
1,500,000 at 21.6 - buy I think
1,000,000 at 21.625 buy I think
1,000,000 at 21.5 sell I think
1,000,000 at 21.69 buy I think
I doubt MM's would give 21.6 or above for 1,000,000 or more shares when the majority of small sells throughout the day only got 21.55
Cheers,
Paul
EWRobson
- 28 Jul 2005 21:27
- 7925 of 27111
Exactly my reading Paul - a case of GMTA, I think. Seems to imply that MMs might be somewhat short of stock, so another mark-up possible in the morning.
Cheers, Eric
bhunt1910
- 28 Jul 2005 22:15
- 7926 of 27111
Bos my waters led me to think that there would be an RNS tomorrow - well I got that wrong because we had it today - so I dont think there will be anything tomorrow But I suspect that we might get one next Tuesday - which hopefully will be someone starting to place some orders. I agree with Eric - id WM are going to order - then I suspect Swptember is the right sort of time frame - however I would not be at all surprised to see another retailer starting trials in August from the States .
Thanks to Paul & Eric for interpreting those large trades - I know we cannot be 1005 certain - but your interpretations look pretty good to me
Baza
bosley
- 28 Jul 2005 22:19
- 7927 of 27111
just been watching supermarkets uncovered. the big four , asda , sainsburys, tesco and morrissons, took a big hammering concerning quality of meat , chicken and ready meal products. i know it doesn't affect us but ,(and i know this sounds really sad), i thoroughly enjoyed watching the bits where it showed the food being packaged and trying to see if it was rf!!!!!!!! after every shopping trip to asda , or other supermarkets , i look at the different seals to see which is ours. my girlfriend says i am becoming sad and obsessive. i can only nod my head in agreement . alas, i also think i am in good company here. ...... come on.... hands up .... who else has been looking at packaging seals??? i know driver has , and andysmith.
bosley
- 28 Jul 2005 22:23
- 7928 of 27111
baza, might yet be something tomorrow.
Barry Harris
- 28 Jul 2005 22:24
- 7930 of 27111
My hands are are up, but how can you tell which pack has been sealed by SEO tech (RF) ?