bosley
- 20 Feb 2004 09:34
EWRobson
- 12 Apr 2005 20:57
- 2741 of 27111
SD
All very reasonable. Have you access to the Evolution figures by Tim Freeborn? - these predate the recent partner announcements. 2006 is the first year of real volume and therefore doesn't have royalty payments. 2007 will be the year when previous estimates are dwarfed because of the royalties and because of the exponential pattern likely of sales as we move from the innovative leaders in each market to the mass of organisations that can't afford to be left behind. We have been talking about 5000 machines in three years but the actual number could be a multiple. The key point is that SEO can now cope with the voume given their supply partners. How quickly will this scenario become common knowledge? May be sooner than we think - back to Evolution I think who are free from direct responsibility and prepared to do the homework including talking to the key players. In one sense, I am not that concerned because I am committed to my base holding long term (unlike and other holdings) but I feel this dialogue is worth while to convince those who might otherwise be short-term holders.
Eric
bosley
- 12 Apr 2005 21:33
- 2742 of 27111
i have little idea about technical analysis but i am going to join in this techie chat. we keep saying seo is this years asos. i have said before that the charts are frighteningly similar. the movements over the last week or so only add to the arguement. on a number of occassions last year asos dipped close to the 50ma only for it to shoot back up. last week was our first since the golden cross(is that what you called it , sd?). if seo carries on in the same vein as asos then there will be other opportunities to fill yer boots! my biggest fear is that seo becomes like bprg and gets taken over by wanker traders.
andysmith
- 12 Apr 2005 21:37
- 2743 of 27111
Eric, I think that the projections of machines per year can be brought forward.
I would expect that 5000 machines will be 2007 depending on the deals that can be struck but at least they are now in a position to deliver following the recent announcements and without needing to significantly increase overheads or raise funds. 100p conservative, could well be. That's why I will hold these for a long-time. The blue-sky article in Shares for annual profits in excess of 50m per annum is less of a pipe-dream but a very real possibility. Seems ridiculous on historic performance but that is history, SEO are moving forward.
bosley
- 12 Apr 2005 21:43
- 2744 of 27111
off topic. andysmith, i think you've got the same feeling about moi as i have. could this be next years seo, perhaps......?
andysmith
- 12 Apr 2005 21:50
- 2745 of 27111
I think that Moi could be next years SEO, another recovery stock with ten-bagger written all over it. Only small amount of dosh left at moment but due some in June and may increase position in MOI then. Can you believe how well we have done with SEO this year? Just when you think the sp is running out of steam they deliver more good news. How long until a US supply deal? Almost certainly with Walmart?
ptholden
- 12 Apr 2005 22:08
- 2746 of 27111
Fascinating that MOI should receive a mention. Kicked off a new bout of research last night, totally independant of MoneyAM and amongst a shortlist of 20 companies or so, MOI feature. Probably no great recommendation, but it all helps to lend credence.
PTH
Poverty
- 13 Apr 2005 00:11
- 2749 of 27111
What a performer - SEO down 1.5 at mid-day then closes even! These shares are amazingly resilient.
Di - you don't need to listen to Uncle Eric too closely - he tends to eulogise about a share the moment before it dips! However - longer term I agree with him and SD et al that SEO have a lot further to travel - and I am indeed hoping so! 1 per share in 12 months - well why not!?
I have been in and out of SEO this year - and very happily too! Like you I don't always get the right sell date but so far my stockmarket experience this year is heaps better than last year.
I don't have 100million shares like some posters of this BB say they have! However 15% is 15% whatever you've got.
bosley
- 13 Apr 2005 07:55
- 2750 of 27111
morning all. so we are agreed. shares on the up and up dont move in straight lines. so really, there is no need to panic when we have the occassional dip, as sd said. hoping for a steady eddie day.
aldwickk
- 13 Apr 2005 08:11
- 2751 of 27111
aldwickk
- 13 Apr 2005 08:15
- 2752 of 27111
aldwickk
- 13 Apr 2005 08:18
- 2753 of 27111
Looks like they parted company in december.
aldwickk
- 13 Apr 2005 08:45
- 2754 of 27111
bhunt1910
- 13 Apr 2005 08:47
- 2755 of 27111
Aldwickk - I especialy like the last chart
B
aldwickk
- 13 Apr 2005 08:51
- 2756 of 27111
BPRG have just issued a statement, don't sound to good.
bosley
- 13 Apr 2005 08:58
- 2757 of 27111
have you seen bprg now. f**k me!!!!
Chiva20
- 13 Apr 2005 09:18
- 2758 of 27111
Those poor BPRG holders, devastating .. I think Seo might be down in sympathy?
Barry Harris
- 13 Apr 2005 09:23
- 2759 of 27111
BPRG holders should salvage what they still have and re-invest in seo and imo will recover their loses in the very near future
aldwickk
- 13 Apr 2005 09:25
- 2760 of 27111
Can they afford the SEO court case ?