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

It hurts like hell to see the SP drop, no doubt about it, especially when it gets down so close to your average purchase price and you could soon see a net paper loss on your investment.

However, as many posters have said today, the likelihood of 1.40 in 5 years is why I'm in. Don't tell me the intrinsic value of the company is any less today than it was last week, moth or quarter. Far from it. Look at the breadth of business in prospect and the quality of the management. The market perception is showing no more than very average volatility for a share at this stage of development of what is in effect an entirely new business since 2001 or 2 (whenever?).

It's biggest risk is running our of cash to sustain itself through developing too fast whilst it endures the inevitable struggle all innovative companies face to turn the wallets of prospective clients toward its new products - most new businesses fold for this reason.

However, we see a well-paced development and adequate cash resources and the authority to raise more as/when I am sure it will need it to bring some of its work to market. But this is a low capital risk business - developing IP which it then markets via jv's or third party deals who manufacture and distribute. So its fund-raising powers I see as more likely to be used for acquisition (viz. Biotec). By gaining prior authority to raise more funds, SEO can be a little more opportunisitic and aggressive about juicy targets it sees will fit as another piece of the jigsaw.

I really really hope the SP goes back up again soon, so I feel warm and cosy inside. But as an investor, it is essential to buy the company, not trade the share.

sd

The only sensible thing thats changed from the heady heights of June/July is that we are 3-4 months closer to any US deal.

Markus Hi,

E-Mail Howard if thats what you think, I did earlier and I have my reply, which echo's my thoughts on the drop, and those selling out.

As I said, I am not selling ANY SEO stock below 20.

Cheers,
PM

I expect a slating again but I don't give a damn, yes I thought this would be successful very quickly but when reality bites you have to be big enough to stand-up and make a judgement even if it goes against all your previous hopes and beliefs. At least I posted my actions, another poster on these threads with more experience and respect than me has on at least two occasions talked a share up with sound reasoning and then when the situation changes said sod all until after the event & then admitted selling out before the big drop.
Over the last month I became aware in my mind of a potential problem in the market for SEO and its share price due to lack of progress with Greenseal, the very reason that the sp climbed so high in the first place and although perhaps Sham and ii go the wrong way about it, they are fundamentally right, if SEO cannot turn the potential into profit, the sp will be hit very hard and even though I still believe that long-term SEO will come good, I'd rather have the cash right now and buy back in when the dust settles. I doubt that I'll have to buy back in above 20p now.
PM can quote all the potential revenue streams with loads of zero's on the end of big numbers but until a fraction of this starts appearing on the balance sheet it will remain potential. Now that the sp is in free-fall it could take some stopping without a major deal being announced that is a deal and not an "anticipated level of trading". The market needs potential profit figures backed up with real deals.
Sorry folks if the way I see it goes against your hopes and beliefs but thats the way it is, I've got my profit and will re-invest in SEO at the appropriate time.
This is the second time I've taken profit on a share this year to be criticised on these boards, previously selling MMG in March at 270p as over-valued. I also tipped that at 59p but recognised 270p on current news was too much and although that went against the general hype who cares, the cash was taken and then the sp fell to a level that the share is currently worth which is half of that.
Today MMG raised 10m at 135p. Never be afraid to lock-in a profit.

pm1

are you saying that HW e-mailed back from the show today

Come on that big deal, rescue the sp, prevent investor losses and prove that the Stanelco Management can deliver the goods. SEO has the portfolio of products & ideas to change many aspects of packaging for the future, all we need are the deals to become reality with retailers. I am desperately hoping that this comes good and am prepared to re-invest at the right time.

ssanebs - did you see a suspicious looking geezer with a worried look on his face hanging around the SEO stand, by any chance?

ssanebs Hi,

Nope, his E-Mail arrived at 7:30 pm ....

Cheers,
PM

For any interested parties TB made no reference to SEO in his weekly e-mail update. So at least he has not as yet issued the sell command.

QC Hi,

And his buy max-price remains 18p ?

Cheers,
PM

Mad Pad Hi,

My website is at a standstill for the mo', my employer has been bought out, and I am doing 12 hour days and the weekends, so that all is present and correct for the live takeover date of next monday.

The work has kept me off the BB for a bit, had an early night last night, not long after I got home, and heading for bed tonight very soon, as I have to be in at 7:00am tomorrow to kick some butt :))))

Cheers,
PM

Hi PM,

I would not want to mislead anyone but I am certain that he has not changed his targets in his weekly e-mail updates since the Sept RHPS issue came out. If he has then I missed it but in the paper edition(just checked) his buy limit is 25p and target 50p. I will have the Oct available on the internet tomorrow so will check for any changes.

Q.

QC Hi,

That sounds right now you mention it, I remember the upgraded price, so he must see SEO as a bargain now, as he is of the long term view I think.

Cheers,
PM

.

Yeah Paul,

Heres the last two weeks comments that I thought were the best. Posted on FYB at the time by myself.

Last Week.....

Fairly short and mentions Elwood but feels too many products are muddying the water and hence we are seeing profit taking. I like this final bit the best....

"But the underlying story remains the same, with the potential of the RF tray-lidding technology dwarfing all else"

Two weeks ago his final sentence was this.

"All these fresh developments from Stanelco are tending to confuse the picture and encourage profit-taking, but Stanelco is well past the speculative stage, so BUY."

I certainly agree that he seems to look longterm with SEO and arguably for the first time we had that in concrete by these two statements.

Cheers,

Q.

Andy
Nothing wrong in taking profits, I sold skp @ 70p now 38p sold sgp @ 48p now 6p sold tfc @ 85p now 33p sold bfg @ 198p sold out @ 99p, best of all sold pcm @ 6p now .0012 and have now bought back in.
SEO will come good in the end.

stockdog

no but i saw a rope hanging from the top of their stand. LOL

well
the brown stuff has well and truly hit the watsit. as a novice chartist ( 18 months ) i dont like it a bit. its on the precipice of a major drop. i hope im wrong because this share has been good to me ( as have most posters here ). i cant even bring myself to have a punt on hoping for a bounce.
sincere good luck to all. up is harder than down but never out of the question.

QC Hi,

Back in May it was, that RHPS raised the buy price on SEO to 25p ....

Cheers,
PM

STANELCO (SEO): My meeting with Stanelco's Howard White was most encouraging and confirmed the impression that this company could be on the verge of something rather special - in fact, Howard himself compared Stanelco to Tetra Pak, which made shareholders a fortune in the 1980s through its invention of the cardboard milk container.

Howard has no doubts of Stanelco's ability to reap the full commercial potential of its radio frequency sealing technology, and describes broker forecasts, which, to remind you, are for earnings per share of 3.3p in the year to October 2007 and 6p in 2007/8, as "conservative".


,,,, LOADS MORE .... THEN ....

Stanelco is now valued at 190m. Given that there are about 50,000 meat-packing machines in Europe alone, and that Stanelco could be earning a licence fee of 25,000 per year from each one, it is, in fact, quite easy to justify this apparently ambitious valuation.

Although there does not appear to be any competition on the horizon at present, any sign would change the sums radically. This is the main risk.

However, in the absence of that threat the shares still have huge potential, and I am raising my buy limit to 25p with a target of 50p. BUY.

End of a messy day.

Lets hope tomorrow brings some cheer and happiness. I think it will, for Fridays tend to be news days........ ;)

The Bugz chart points to N = NEWS

Goodnight people - see you here tomorrow!