for more information about stanelco click on the links.

driver's research page link
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
website link
http://www.stanelco.co.uk/index.htm

I see PM's finally lost it!

The big buys are heartening. People investing that amount of money are not gambling; and they're not guessing either. Patience will bring its own reward. We didn't train all those US engineers "just in case".

sd: well done! I knew your dogtionery would sort it out. That's a good piece on flags as well. Another way of looking at it is that there is a long term up-trend which is appropriate for an emerging company with a correction reflecting over-heating in the share. The on-going news is good but the rate of progress at present fits the long term trend but not the over-enthusiastic response to the first ASDA breakthrough with rumours of US action.

gem: that was not my point. What I am saying is that the breakthrough, based on fundamentals, will come in the next year. I am not saying that I have any real fear that it will not happen but one has to accept a risk with any emerging company until the goods have been delivered. If there were not a risk then the price would be achieved now. I am basically in tune with Dawallwork and several other contributors: on current trading a cap. of 100m would be appropriate; expectations could see the cap. moving to 1000m; so a cap. of around 200m is a reasonable compromise. There may be chartists views of these things but those only present a result of a conglommeration of views of mnay traders and investors. The future is yet to come, as the saying goes; lots of water to flow under the bridge; etc. etc. The problem as I see it is, sharedwith many traders: do I lee my heavy stake in SEO waiting for the next breakthrough, or do I trade some of the funds in the interim with the danger of missing the next SEO price hike?

Eric

I think a major concern from the EGM statement was the low number of conversions and the perceived difficulty persuading suppliers to adopt the Greenseal technology and how this might delay any signing of a license with Walmart.
ASDA have been trialling this technology for months and have committed to roll it out to suppliers and i have no reason to suspect this will not happen. It must be fair to assume that Walmart at this moment share the same view as ASDA, trial data must be sitting on Walmart Exec's desks and i see no reason why further trials are necessary, ASDA = Walmart = happy to roll out Greenseal.
So the apparent slow uptake should not in my view affect the speed at which Walmart sign up, it could literally happen at any time now. Good luck to the traders but i'd prefer to be in when the RNS is announced.

in and out of HHO with the money from my SEO pot. Hehe made it work for me

the graph is inconclusive. Watch for the 200 ema to perhaps give some support if 19 fails. I am afraid that the p+f vertical targets are 23.4 and 14.7 ie risk/reward is not good at present

seroxat: funny! I always seem to agree with your posts: either its a case of great minds thinking alike or fools seldom differing! Your post puts the focus on the key difference between the fundamentals approach to investment compared with the chartist, perhaps normally seen as investor v. trader but that would be too simplistic. Re the ASDA roll-out, we were only a month into the exclusivity period and that was August so perhaps not sensible in the fist case to anticipate a rush of orders. I suspect there may need to be an amount of arm twisting alongside the reduction in payments from ASDA to their suppliers. But the key issue reflecting the future of the sp is the action in the US and central to that is Wal-Mart. I would think we are talking about weeks not months as they will have the benefit of the results of the ASDA trials. There may not be quite as much pressure on teh environmental side but the main benefits according to ASDA are the reduction in production costs through reduced energy and the better product, including impact on shelf life. These are supermarket fundamentals and I can't see Wal-Mart not coming on board. The key issue is whether they are serious enough to want a competitive advantage as with ASDA. My opinion is that SEO will want to play this through before making any commitments to other suppliers. It could run into October, but, if it does, I suspect there will be rumours which will start to push the price along. This is to support your comment that you would prefer to be in rather than out when the news comes.

Eric

Snip: I couldn't agree less regarding risk v. reward. My view is that the downside is 18p given that support level: confidence elvel high, although I accept you have correctly called the next support level. But the upside is not in your charts: rather that we could see the continuation of the projection through the 28p level. Given the discussion on the US potential, we can't read the next resistance level until we see the nature of a US agreement and, in particular, how this is interpreted in terms of the number of Greenseal licences. Thus I would take the support and resistance levels as 18p and 28p (a 9:1 favourable bet) with break-through on the high side as more likely than on the low and to potentially much more dramatic effect. Happy to argue this further.

Eric

Just heard from Tom Bulford (RHPS).



SEO remains a BUY.



Doesn't say anything we dont already know - talks about the increased production of Biotec's biodegradable pellets, mostly.

snip - agree chart is inconclusive until we move up through the interim 22p peak in which case we carry on up to assualt the earlier 28p peak. If we fail, time to reconsider what next - could fall back to form triple bottom at 18p - even stronger support established from which to resume up channel, or we fall through that and your pessimism becomes recognised for the clairvoyant perspicacity it is.

My money's on the upside, because there is fundamental value in the company which supports it.

sd

Eric
I hope we're not a pair of fools, i suspect by xmas we'll be seen as great minds!

oblomov - Not sure what report your reading but on the weekly update "Time to exit imagesound" SEO wasn't mentioned..... Maybe your going on Septembers issue in which case I've not seen yet...

Cannot see why you don't relax on this one; it's going to be an even bigger winner of a stock but we just have to be patient. If others get bored and sell, more fool them in my view. Meanwhile if you want to be on something that is going to fly sooner, as I have said before, take a look at CHP

Explosive Hi,

SEO is in RHPS as you can see by this bit ....

> This week's modest victors:
>
> Fayrewood +17% (see below)
> Stanelco +12% (see below)
> 1st Dental +4% (see below)


Cheers,
PM

Sharesure Hi,

Also look at AEX, the RNS this afternoon is VERY interesting ....

Cheers,
PM

dismal day all round for me-hope next week is better!!

My friend, moneyplus, how are you? The vagaries of the market! My own position not strong. I'm even out of ASOS at the moment, not expecting them to move til next month. Concentrated a lot of eggs in the SEO and DGT baskets. There is merit in sticking with what you know best: if you follow the herd you are generally too late. My advice, for what its worth: sell the dogs (not sd, of course) and buy SEO! As seroxat says, count your winnings come Christmas!

Eric

It's the end of the long slow month of August. Investors both PI's and institutions are starting to see how they can end the year with the prospect of a good bonus and will tend to be more active and short term in the next 4 months - droopy shares may be mistakenly discarded in favour of more glittering attractions, but all that glisters . . .etc.

There is plenty of time for the market to get back in gear and for real value come to the fore - patience is required, steadfastness in the face of crowd behaviour and not a little faith to back a sound belief in a fundamentally good business here on SEO and in a number of other shares currently showing a frustrating stubborness to perform how we would like.

sd

some very good, interesting and diverse views being expressed. for me, there needs to be some greenseal orders and quickly. it will restore market confidence, show that seo are not all hype but that they can deliver. if/when a usa announcement is made it will not be taken too seriously unless seo have shown they are more than hype.
maybe eric is correct when he says,

"so perhaps not sensible in the fist case to anticipate a rush of orders."

but, considering trials started many , many months ago and that all trials have been highly successful, any further delays in getting orders in will be looked upon negatively. maybe seo did themselves no favours by banging the drum so loudly about how successful the trials were.
shares mag this week mentions more supermarket price wars with asda leading the way with further rollback prices.

"however, the repercussions of battle lines being drawn by the supermarkets currently will be felt elsewhere. suppliers will be 'invited' to offer more competitive deals, while own-label suppleirs , such as nfds and uniq are at real risk. contracts can be easily lost since past loyalties count for little in the ever more competitive food market"

this sounds good for seo as the gentle nudging by asda on its suppliers to adopt greenseal is beginning. it also means bad news for seo as the other supermarkets will be putting pressure on the same suppliers not to give asda any competitve edge. how do you keep asda and tesco sweet?

bos We look at the situation very similarly except in one respect. SEO have shown that their investors are important to them but their main aim is to build up the business and they are doing that remarkably well. Of course, they want to exploit the ASDA deal, but so do ASDA themselves as it is a plank, and probably an important one, in their strategy. But the horses, the suppliers, have to be drawn to the water and then , with a bit of kick and carrot, they have to drink. It is reasonable in SEO's position to leave that primarily to ASDA plus good support and put their management and sales effort into the next wins. The ASDA deal will roll out but we do not need to worry too much about the order flow. The problem, of course, is that much of the market wants to see orders; my point is that we have an ASDA 'order' for 200-300 machines, possibly more, so we should stop worrying about it and await the next breakthrough for SEO which could well come in September. OK, my cfd position is quite heavily shaken out; my primary hope is that, when the market does start moving, it doesn't move too quickly so that I can't buy as the sp rises. A disadvantage of the trading method but the advantage of the multiplier remains: I still have far more exposure to SEO than I would have had by direct investment. Keep the faith!

Eric

if you want to see a share that really needs orders look at ARX - recently perked up like someone took their foot off its throat, all for the sake of 750 boxes when it needs 10 times that many for cash break even.

SEO with 2-300 m/c's retrofitted and the incredible Mondini's new machines and all the otehr bits to the business has a totally unrestricted windpipe by comparison.

relax, bosley, go and hit you drums - we'll call you in when it's time for more action.

sd