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

LOL

Friends again then, have withdrawn all posts.

I'm sorry driver but I want to see the info from Captain Guide posted here. Its wrong that you can contemplate dictating to others whats posted because you think its crap.

i am sure this has been posted but i can't be shagged to go through the lasted 742 posts...

October 03, 2005 08:00 AM US Eastern Timezone

Clean and Green - a Better Cigarette Filter is Near; Starch Based Filter from Stanelco Reduces Cancer Risk and Environmental Impact

ORLANDO, Fla.--(BUSINESS WIRE)--Oct. 3, 2005--Cigarette filters could soon be made of starch according to research at Biotec, a joint owned subsidiary of Stanelco and SP Metal. Starch is a natural compound found in organic products such as potatoes and rice, meaning smokers would not have to worry that fibers from the current filters, made of cellulose acetate, are entering their bodies. Similar good news is that starch based filters are biodegradable and compostable, dramatically lowering their impact on the environment.


Filters are primarily designed to reduce the tar in tobacco smoke and to stop tobacco flakes from entering the mouths of smokers. They typically each contain around 12,000 fibers of cellulose acetate, a synthetic fiber of which more than 680,000 tons are used in cigarettes each year. Medical studies have observed these fibers in the lungs of smokers and that they not only resist biodegrading, but that they remain coated in tobacco tar, which contains carcinogens. Medical researchers are presently trying to define the risk that this poses to smokers.

Stanelco, the company that holds the global patents to the starch material used for the filter tow (application EP0861036-A1) and its use as a cigarette filter (EP1567025-A), is currently in discussions with cigarette manufacturers in Europe, America and Asia about the replacement of cellulose acetate based filters. Starch based filter tow is also substantially cheaper (30-50% at current bulk prices) than that based on cellulose acetate.

The filters are just one of a range of innovative starch based solutions from Stanelco that will reduce the use of plastic and other synthetic substances, so dramatically reducing the environmental impact. Starch is a natural substance, and even when used in products such as food packaging or cigarette filters is still fully compostable.

Howard White, Group Managing Director, and President, Stanelco Inc, commented, "It is deeply ironic that most smokers believe that filters improve their safety. There is increasing evidence that this may not be the case. We believe filters made from starch based materials will be better for smokers and better for the environment. While smokers are aware of the risks of inhaling tobacco smoke, there are very few who understand the risks of using the current filters."

"Also, filters all too often end up being dropped on the ground or at the roadside, and even when properly disposed of take many years to decompose. Our starch based filters will fully compost in as little as 60 days, with no negative effects on either soil or water supply.

"Given the very real benefits they offer, together with the fact that starch based filter tow is cheaper than cellulose acetate, there is a real opportunity to further reduce the impact of smoking. As the cigarette makers know, there is no safe cigarette, but that does not mean that they should not be cleaner and greener.

"Stanelco specializes in starch based products that are designed and manufactured to minimize the environmental impact of modern life. As a company, we take pride in our green credentials and an ethical outlook. It is widely accepted that smoking cigarettes damages health, but we believe that while it is legal, it is right to minimize the negative effects wherever possible We do not promote smoking, which is why we plan to divest ourselves of this product."

Stanelco intends to divest the filter tow technology to focus on its starch businesses, including Starpol 2000(TM) and GREENSEAL(TM) biodegradable packaging, which are just being introduced across a wide range of product packaging in U.S. and British supermarkets.

"It would border on irresponsibility if cigarette companies did not explore options presented to lower the risk of cancer. Potentially, if research proves correct, cigarette companies could be held liable for not adopting technology to lower the risks associated with smoking. Stanelco is very excited to have the opportunity to possibly save lives with this development, and we look forward to helping to change the cigarette industry for the better," said Stephanie Morgan-Fisher, director and CEO of North American Operations, Stanelco.

-- More than 90% of the cigarettes sold worldwide have a filter.

-- Virtually all filters consist of a rod of numerous (greater than 12 000) plastic-like cellulose acetate fibers. Fragments of cellulose acetate that form the mouthpiece of a filter rod become separated from the filter at the end phase during the manufacturing process.

-- The cut surface of the filter of virtually all cigarettes has these fragments. When smoking a cigarette, some of these fragments are released during inhalation.

-- Tests in the USA on 12 popular brands show that fibers are inhaled and also ingested.

-- Laser scanning has found filter fibers in the lung tissue of patients with lung cancer.

-- Cellulose Acetate filter tow has a wholesale price of US $4,000 per ton, substantially higher than starch based filter tow.

Tobacco companies are worth billions. If they think anything might be gained re approaching SEO regarding the patents they might act quickly prior to delayed further research in order to prevent a competitor from acquiring said patent. A few mill to these companies is petty cash.

qc
You do not have to apologise to me, just ask Brandname to post it on FYB you can go and read it there.

I thought Super TOny was becoming a dictator, but Driver have you joined that club?

Sorry Super Phoney!

I will take great delight in enlightening everyone on here when he does.

qc

Feel free to do that.

The oily one

Part of my work from 2 weekends ago, a bit that I don't think I posted on here, but very interesting ....

=====================================================

Not many companies sell to the Chinese State Tobacco Monopoly, as well as the rest of the world, and they have big manufacturing facilities.

"Celanese is the world's largest manufacturer of cellulose acetate filament and tow. Both products are derived from cellulose and acetic acid; the filament is made into fabrics, the tow is processed into cigarette filters and other products. Celanese's acetate business has a strong foundation in the size and efficiency of its production plants as well as in its leading technology. A significant factor for its success is its global market presence that supports partnerships with leading customers worldwide. With acetate manufacturing in the NAFTA region, Europe, and China, Celanese can meet the needs of large regional and international customers. China, where the company has joint ventures to manufacture cigarette filter tow, represents 27 % of the global market for this product. Based on its presence and experience in operating in the Pacific Rim, Celanese Acetate has now become the biggest supplier of acetate tow in that region. This position depends on imports from our North American production sites, as well as its joint ventures in Kumming, Nantong and Zhuhai. The customers for filter products in China are the companies which comprise the State Tobacco Monopoly (STMA), the world's biggest cigarette manufacturer.""

http://www.celanese.com/

===============================================

Below is another interesting bit about Celanese's rising polymer prices from their news section.


Ticona increases prices for polymers
Further rise in raw materials, energy and freight costs

Kelsterbach, September 21, 2005 Effective from October 17, 2005, Ticona, the technical polymers business of Celanese Corporation, is increasing the prices of polyacetal, polyester products (PET, PBT, blends, and elastomers), and long-glass-fiber-reinforced thermoplastics. The company is reacting to the sharp rise of raw materials prices on the world market within the past few weeks, as well as the further shortage of preliminary products. Amongst other factors, the continuously high costs for fuel have also led to an increase in freight rates.

Over the past few years, the price of some intermediates and raw materials has more than doubled, and just in recent months there has been yet another considerable increase. As a consequence of the increasing prices of raw materials the costs for transport are also increasing globally. "Energy costs continuously climb, too", explains Michael Oberste-Wilms, Head of Sales Europe at Ticona.

"Within the past few months we have been discussing with many clients and suppliers the sustainability of higher raw materials and energy costs, which have increased steadily since end of 2004. Today, we have to accept that we are far away from normalisation. Despite great efforts, we are no longer able to compensate for the increasing pressure on costs by an increase in productivity alone."

With effect from October 17, 2005 the prices are being raised as follows:

Hostaform (POM) 150 /t

Celanex (PBT) 200 /t

Impet (PET) 200 /t

Vandar (thermoplastic polyester blends) 200 /t

Riteflex (TPE-E) 200 /t

Celstran (LFT) 150 /t

Compel (LFT) 150 /t

The easy way to sell a product, or in this case the IP, is to show it is cheaper, and better than that currently used, ie it is a no-brainer for the buyer ....


680,000 tons of filter tow are used in cigarettes each year

Starch based filter tow is substantially cheaper (30-50% at current bulk prices) than that based on cellulose acetate.

We believe filters made from starch based materials will be better for smokers and better for the environment.

While smokers are aware of the risks of inhaling tobacco smoke, there are very few who understand the risks of using the current filters.

Also, filters all too often end up being dropped on the ground or at the roadside, and even when properly disposed of take many years to decompose. Our starch based filters will fully compost in as little as 60 days, with no negative effects on either soil or water supply.

Cellulose Acetate filter tow has a wholesale price of US $4,000 per ton, substantially higher than starch based filter tow
currently in discussions with cigarette manufacturers in Europe, America and Asia about the replacement of cellulose acetate based filters

$4,000 x 680,000 tons = $2,720,000,000 per annum market, and using starch based filter tow, saves the industry $816,000,000 to $1,360,000,000 - no doubt a VERY important statistic as far as cigarette manufacturers are concerned, they want to lower the cost, so that more people can afford their cigarettes !!!!

Now the mind really boggles at the potential value of the IP !


EVO said today in their Daily Notes ....

Stanelco (SEO.L) Update Buy 16p/30p

In a bizarre twist, Stanelco has put up for auction the rights to its starch-based

cellulose cigarette filter. This was part of the IP acquired when it bought Biotec,

its 50:50 joint venture. The value could be substantial


Up for auction to the HIGHEST BIDDER, IP that can save the winner 30% to 50% of it's costs, and hammer the competitors prices and products = HOT PROPERTY :)

Cheers,
PM

Have I already found the highest bidder ????

Celanese Corporation (NYSE:CE) is an integrated global producer of value-added industrial chemicals based in Dallas, Texas. The Company has four major businesses: Chemicals Products, Technical Polymers Ticona, Acetate Products and Performance Products. Celanese has production plants in 13 countries in North America, Europe and Asia. In 2004, Celanese Corporation and its predecessor had combined net sales of $5.1 billion. The presentation of combined net sales of Celanese Corporation with its predecessor is not in accordance with U.S. GAAP. For more information on Celanese Corporation including a reconciliation of the combined net sales, please visit the company's web site at http://www.celanese.com/

Driver

Most of us would like to read Captain Guide's light-hearted, amusing and thought-provoking posts here.

You're usually well-balanced yourself. What's got into you today?

You didn't sell last week did you?

pm1

Thanks for all your stuff recently. Your enthusiasm helps me keep my head when others are losing theirs.

EW Robson- are you still in this share?

Celenese ....

Portfolio Dominated by Filter Tow. 2001 Sales. 100% = 762 Million and 82% of that is Filter tow, equals 624.84m

http://www.celanesechemicals.us/ir_ac_linzbach_sept_2002.pdf

Starch based filter tow could save Celenese 187.45m to 312.42m per annum .... what does that make the IP worth to Celenese ????

1m ?
10m ?
50m ?
100m ?
More ?

Celenese need this badly, check out their current performance, turnover of $5,605m but A LOSS OF $99m !!!!

http://www.advfn.com/p.php?pid=qkquote&epic=nyse%3Ace&x=22&y=17

That losing performance would be turned around in year one, even if Celenese paid 80m for the Biotec IP !!!!

Cheers,
PM

Halfamil Hi,

No worries :)

Cheers,
PM

Hi All,

I just found a newer brochure on Celenese, last year they had Acetate product sales of $695m .... and a LOSS on that of $2m !!!!

If they have the same level of sales of Starch based product, based on a cost saving of 30% to 50%, they would have made a huge profit on that part of their operations !!!!

http://www.celanesechemicals.us/celanese_image_brochure_e_final.pdf

Masterson

Get back in your pram, the cigarette filters are only at the concept stage, IF they were worth anything of note don't you think the previous owners would have sold it off or manufactured it themselves?

Your polarised views are really startling, buy too much at 30p perhaps?

Dangerous ramping should be outlawed on these threads, in one afternoon he's gone from selling this IP at 1 million pounds to 100 million pounds plus he's gonna save a loss making company into the deal!

All you people new to this game should take great care when reading this chaps posts, he changes usernames frequently when things go belly up then moves on to his next ramp. Ask him what happened over at BES where he was predicting 50 per share?

Good evening Team.

When speaking to the SEO staff at the Birmingham Packaging Show last week, the staff did specifically mention to me the number of useful patents that they had uncovered after the purchase of Biotec. I did not think too much of it at the time, but looking back they were quite enthusiastic about the potential of some of them.

Having enough time to develop the potential was raised as an issue by the SEO staff I met. Todays announcement comes as no surprise. I am pleased they will have more time to focus on their major profit lines.

Regarding the statement that developments are "in line with expectations", I feel we need to perhaps reign in our enthusiasm for quick wins. "Expectations" might mean that development news could be long and drawn out !

My "expectation" is for a very bumpy ride with the MMs (and day traders) looking to make money in periods between announcements. Need for a reality check. That is how they make their money. No price movements - upwards or downwards and they don't eat. Expect mark-downs without news. I am personally staying in for the ride. We are sustained at our current market cap, mostly on our POTENTIAL. Many potential investors are avoiding SEO as they are scared it will go down. I am staying in because I am scared it will go up if I'm out!

Not worried