bosley
- 20 Feb 2004 09:34
bosley
- 16 Aug 2005 07:16
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morning all. no news. i haven't got my egm/biotec circular yet. has anybody actually got theirs?
paulmasterson1
- 16 Aug 2005 07:26
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Bos/Driver Hi,
Re oil, you may not give a hoot when it runs out, but the higher the price goes, and the sooner it looks like running out, the sooner ALL plastic will be sourced from replenishable sources, like Biotec TPS.
Retailers like ASDA, Wal-Mart, etc, will be forming a very long queue at Stanelco's front door, to get Starpol 2000 trays and film, and that means MONEY for us.
This also bodes well for other Stanelco products that use Starpol 2000.
Cheers,
PM
bhunt1910
- 16 Aug 2005 07:42
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Driver - assuming its a holiday - have agreat one -
Waters running clear - wonderful this hindsiight
Another borig day is likely - might drift a tad lower
Baza
Borisdog
- 16 Aug 2005 07:45
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Hi Paul
Will you be returning to FYB anytime soon ??
Your'e greatly missed
B.
bhunt1910
- 16 Aug 2005 09:09
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No buys at all this morning - and the price has ticked up - will I ever understand this market.
I assume there is a buyer in the wings soajing up the sells ??
Baza
Sharesure
- 16 Aug 2005 09:41
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Surprising that no news is out yet; SEO seems to have gone to sleep for the moment, perhaps until the EGM, a whole two weeks away! Let me have any questions if you cannot get there.
Anyone on this thread who is bored in the meantime take a close look at the Chaco (CHP) thread. It could fly in the second half of this week; the potential Colombian deal will be very lucrative, with little downside on current sp.
stockdog
- 16 Aug 2005 09:44
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baza - have you been soajing up the rioka? lol!
sd
bosley
- 16 Aug 2005 15:09
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blimey!!! what a dull day!!. anybody watch cape fear last night?
bosley
- 16 Aug 2005 15:11
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maybe this will spur walmart to get something going with seo and starpol.
NEW YORK (AFX) - Oil stocks trended lower Tuesday morning, as investors continue to worry that persistently high oil prices will put the brakes on the nation's economy.
More broadly, U.S. stocks opened lower, with oil prices remaining at near-record levels. Wal-Mart said high gasoline prices will lead to a lower-than-expected profit in the third quarter. .
In energy, the Amex Oil Index fell 0.3% to 994.02 points, pressured by losses in U.S.-traded shares of Total SA , BP PLC and Repsol SA .
Exxon Mobil Corp. , ConocoPhillips and Marathon Oil were also trading lower.
The Philadelphia Oil Service Index shed 0.2% to 165.80 points and the Amex Natural Gas Index fell 0.1% to 382.85 points.
Crude for September delivery gave back 22 cents to stand at $66.05 a barrel ahead of the open of Friday trading on the New York Mercantile Exchange. .
Despite the pullback, Kyle Cooper, an oil and gas analyst at Citigroup, said the bullish bias remains intact.
Sharesure
- 16 Aug 2005 15:32
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bosley, if you're bored, try out CHP; that is going to get interesting.
bosley
- 16 Aug 2005 21:14
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sharesure, did chp used to be gold mines of sardinia? ahhhhh sardegna...... glorious place. anyway, has everyone lost interest in seo?
andysmith
- 16 Aug 2005 21:19
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Havn't posted on SEO for a while, I've said what I believe many times before and that view will not change, the only thing that will affect sp short-term from here will be how quickly SEO can turn the potential into conversions and revenue. Medium & long-term for investors this will be a success and I believe that once the market understands the strategically brilliant purchase of Biotec and the potential for Starpol it could eclipse the excitement surrounding Greenseal.
Greenseal is excellent, a more environmentally friendly, energy efficient process with reduced product and packaging waste that saves money for packers & retailers but Starpol could be even better if this biodegradable film can be commercially viable in a world with higher oil-based packaging costs and dwindling resources. SEO sp 20-22p and steady is good, especially for those of us in since the dark days of 4-6p, traders and the impatient may drift it down if they don't like the speed of Greenseal progress but for investors this should be a big winner if SEO manage this properly. And don't forget there are other products in the portfolio.
bosley
- 16 Aug 2005 21:37
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good to hear from you , andy. nice sum up. i think what could be causing jitters is that all trials with greenseal have been rip roaring successes and everyone, myself included, expected a steady flow of orders. the longer we go without more orders the twitchier some people will get.
Sharesure
- 16 Aug 2005 23:16
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Bosley, You are right about CHP having been GMS; up until the turn of the year or so. But it's very different now. Should be a star this week; a welcome diversion while we await the next chapter of SEO.
Agree with Andy and others that SEO will be one of the best investments over the next couple of years. To have a few million SEO salted away would be aperfect pension plan Just hope CHP bears fruit fast in order to reinvest yet more in SEO.
andysmith
- 17 Aug 2005 07:06
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Bos, I think we should relax, they only had to report on the first orders associated with the trials. No company reports to the world everytime they take an order.
From what I hear, orders are coming in and retrofits taking place, the markets perception of the speed of this will determine short-term position of the sp but I still feel exponential growth on this one, especially if it does roll-out in US.
I confess to taking some profit a week or so ago, needed some dosh and SEO had made it for me thank you very much, still have >90% of my shares though.
bosley
- 17 Aug 2005 07:23
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good morning andy. i am relaxed. even taking into account seo's ability to surprise, i get the feeling that until the biotec deal is done and dusted , not much is going to happen.
EWRobson
- 17 Aug 2005 09:18
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Good to have your popst, Andy. I get the impression that some are getting somewhat concerned at the lack of news - no news is bad news syndrome. You are right that a company will onl;y announce an order if its significant, like that of theb first ASDA suppliers which led to the implementation of the contract. Its good that you know from the industry grapevine that those orders are coming in and that retrofits are happening. ASDA, of course, have ways of making them buy! - particularly by advising that the payments will be reduced anyway to suppliers to achieve their share of the profits. There is relatively little news being marked up as it is the holiday season. So it is patience for September and, I think, the US and hopefully Wal-Mart.
Eric
Sharesure
- 17 Aug 2005 13:35
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The best part about the current lull in news is that the posters in the pump&dump brigade and those slagging off SEO seem to have moved elsewhere. I agree with all those who regard this thread as one for those who are taking a 2, possibly 3, year view. SEO is very much in that category; anyone who has ever tried to build up a company will know how difficult it is trying to live up to the timescales those on the outside might expect of them. I'd rather they were not hassled, and pressured, to produce results, which might mean doing deals in a way they, and we, would come to regret. Leave well alone and I think we shall all end up doing very well out of this.
EWRobson
- 17 Aug 2005 14:59
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Sharesure: excellent sentiments. I have been impressed with the way SEO have been laying the foundations for a very successful business. They have a number of irons in the fire but have been concentrating on those which will give a good return in the short to medium term. But I also find it heartening that they have been wide enough awake to grasp an opportunity like Biotec and that they have already appraised the synergy with other aspects of their business. Basically we seem to be 'down' to the occasional ii and I find him/her quite amusing because of the arrant bias.
I think the key thing is to be realistic in the likely development timescales. The ASDA contract tooke longer to establish than we expected and for the year to commence: four months instead of 1 month, but then there was ggod reason for that because we now know that the trials produced the stats that ASDA needed to enforce their contracts with suppliers. We also know through andysmith that things are progressing well behind the scene. Phase 2 with Greenseal is the US roll-out. After initial news bursts from over there, all has gone quiet there. I am pretty confident that negotiations are going on with various supermarket chains. I think a contract with Wal-Mart is better than 60% odds because it fits so well with their strategy, they have access to all the ASDA data and the impact is obvious in cost reduction and marketing positives. The bigger this deal is (in terms of markets and possibly exclusivity) the longer it is going to take to negotiate. SEO are not going to take any other contracts that might prohibit the big one.
It looks now that we won't get any announcements before the EGM but should get an update then (are analyst briefings arranged, do you know?). The sp has been gradually easaing as the quick-buck brigade depart, ready to pour back in on RNS, or more likely rumour - rumour is much preferred because they may be ahead of the game. But that just supports SEO's approach of holding their cards close to their chests.
Eric