bosley
- 20 Feb 2004 09:34
AdieH
- 08 Feb 2005 16:14
- 827 of 27111
mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm
EWRobson
- 08 Feb 2005 16:16
- 828 of 27111
Just back in after a day out, although I saw the announcement before leaving. Marvellous to see the excitement on this board; also to see the large buys as the institutions move in - that's the result of the cap. coming up to 100m whcih is starting point for many. Hope I've still got a sense of perspective. Negatives are (i)cc but that is likely to be relatively small beer as must relate to the value to SEO or negative value to BPRG and it has nothing to do with lidding applications; (ii) likely to need additional funds but sp will be high enough to support conventional placing plus limited rights issue for holders; (iii) RNS refers to additional in-store retailling trials so we need to be patient before roll-out of revenue. Positives are: (a) this is a huge step forward and removes a great deal of risk from the investment; (b) it is good that contract negotiation will result in an additional RNS; (c) the institutions are now coming in in a big way.
I think it improtant that holders should not look on SEO as a conventional investment where you take profits having gained 30%, 50% or 100%. Every year there is a small number of emerging shares which change from a valuation as a promising newcomer to a rapidly expanding, broadly accepted player in the market. ASC was in that category last year: they were somewhat ahead in trading terms at the beginning of the year but moved much more rapidly to being profitable than expected and now people take their 75-100% sales growth rate as the norm. By the end of this year, Seo will have major contracts in the bag, will be rolling out machines at 40K a time, have commenced their on-going royalty charges and the world, including the US, will be their oyster.
So what will SEO's value be then? I could try to answer that, but that is not the point of this post. The point is to say: forget the share history and the relatively important negative points and BUY SEO. If you are a holder, don't even think of 'taking profits', but ACCUMULATE. Like Dynamite I am so heavily loaded I am not taking my own advice! But forget the truisms like "its not a profit until you've taken it". What nonsense! You have a real asset in the shares - don't let yurself to be argued into selling that asset at a discount!
Eric
aldwickk
- 08 Feb 2005 16:19
- 829 of 27111
"The world is they lobster " [ Del' boy. ]
AdieH
- 08 Feb 2005 16:21
- 830 of 27111
Good post Eric as you say SEO is different to other investments at this stage, glad I held on yesterday, thanks to all the information posted on here...
wilbs
- 08 Feb 2005 16:21
- 831 of 27111
mange tout aldwickk!!
bhunt1910
- 08 Feb 2005 16:31
- 832 of 27111
Well Eric - I am afraid I was one of the disbeleivers and have sold out a couple of times - only to see the share price surge ahead again - so I have been pursuaded now to get back in and stay in - have missed out on a bit of the price surge - but still massively in profit - thanks mainly to yours and others postings. If I had followed my own analysis - I would have taken my 100% profit and be long gone - but thanks to you - I am still (back) in.
Basa
bhunt1910
- 08 Feb 2005 16:34
- 833 of 27111
Over 25m shares traded today - thats decent volume - n'est ce pas
aldwickk
- 08 Feb 2005 16:37
- 834 of 27111
Luv'ly jub'ly.
Jacks
- 08 Feb 2005 16:44
- 836 of 27111
Adie, are you becoming an SEO convert here?????? Have faith in them, dump the Bioprogress and invest the money in SEO. You know it makes sense, this time next year (as Del says.
Jacks
- 08 Feb 2005 16:52
- 837 of 27111
There is a lot of trader and broker selling late on today, don't let them shake you out. It looks like they are trying to panick people in to selling cheaply. Hang on.
wilbs
- 08 Feb 2005 16:55
- 838 of 27111
mai oui, mai oui!!!
sellsell
- 08 Feb 2005 17:04
- 839 of 27111
Jacks,
Considering the late upwards movement in price I would suggest they were buying !
AdieH
- 08 Feb 2005 17:06
- 840 of 27111
Like to spread the risk, hopefully both will give me lots of profit Jacks... I have been following both threads for sometime now and made money on both, hope to make lots more too.
bosley
- 08 Feb 2005 18:03
- 841 of 27111
lol@superod, thought it might be. fantastic statement by evo. i know it merely confirms what we have all been saying , but it makes our belief kind of official, and it has got some of the big boys on board. evos statement makes interesting reading,
"The main risk from this point is the emergence of a rival system with similar cost-saving abilities. At the moment there seems to be nothing on the horizon and the company is investing heavily in legal protection of its intellectual property."
dont know about you all , but that sentence made me chuckle.....
also , i am not that sure that seo's other technology should be dismissed as small beer. yes, i know that the potential for tray lidding is collosol, but frog pack could be a serious money spinner too. as could the starch trays, totally biodegradable packaging.
thay also re state something we have said about the prelims, that they wont be any good , considering the year seo have had. if an announcement from asda, generally thought to be within three weeks, is to be made , then the prelims would be the time to make it. this should turn any negatives into positives.
also , the numbers they give for potential damges dont seem that scary to me. hope they are correct.
also, are you all cockneys in here? starting to sound like peckham in here!!!!:)
AdieH
- 08 Feb 2005 18:41
- 842 of 27111
I live in surrey, so close to geographically to London but not Cockneys alrite mate...
Fred1new
- 08 Feb 2005 18:54
- 843 of 27111
Has everybody forgotten the Tulips and IPs. Just a thought.
stockdog
- 08 Feb 2005 19:18
- 844 of 27111
Maybe it's worth a look at today's RNS for DOO (D1 Oils) who have a possibly analogous IP cc with former partner/founder of the business of same order of magnitude, although it's quite a different claim - shares dipped approx 5%, before ticking up again.
If SEO SP goes to, say, 20p and then the cc result comes out, it could dip by up to nearly 50% and we'd be no worse off than today, before carrying onward and upward. It's a one off cost of a different (and I understand non-revenue performing to date) product. Its dilutive effect is probably less per share than a placement and rights issue which we all seem fairly sanguine about, don't we?
I have never gone overweight on a share before (totally balanced across all stocks is my game) but Eric/Di are probably right and I am seriously tempted to go overweight up to 50% on this one.
Look at NML - closed down at 4p bid and COH - closed down at 1.05p bid. Am I selling, am I f***. We're not gambling we're anticipating real tangible value of future revenues. Stay calm, fix the house, don't look down!
SD
wilbs
- 08 Feb 2005 19:51
- 846 of 27111
alright AdieH, Im now of up the apple and pears to watch the footie. Got a monkey on england. Bonjour!!