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stanelco .......a new thread (SEO)     

bosley - 20 Feb 2004 09:34

Chart.aspx?Provider=EODIntra&Code=SEO&SiChart.aspx?Provider=EODIntra&Code=SEO&Si

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


Worrier - 03 Oct 2005 21:10 - 10508 of 27111

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

shamona - 03 Oct 2005 21:12 - 10509 of 27111

btw Proving a technology such as a new design cigarette filter would take millions and millions of pounds in study and research, to get something passed through onto the market in such a difficult dangerous market such as the tobacco one is extremely difficult to say the least.

Long term studies would be required into the effiency of the filter versus whats on the market at present, long term medical studies using a huge sample group would need to be carried out to see if any health downsides came to the fore versus the normal filters.

Of course Masterson will fail to tell anyone this as he thinks you turn up at a companies door, give it a knock then walk away with the cheque; the reason they're selling it on will be the vast cost of even considering doing it on their own, whats it worth to someone else? Very little till proven.

Bit like a concept drug at phase1 stage, it may claim to be a possible aids cure but it's going to take hundreds of millions and many many years to get it close to market.

stockdog - 03 Oct 2005 21:34 - 10510 of 27111

Agree with the several posts (and Tom Bulford) that SEO should concentrate on getting one really good product to market, i.e. Greenseal - but Starpol is such an intrinsic part of the packaging revolution that I think they can be forgiven for developing this in tandem with GS.

Frogpack will always be a lot smaller, I understand, however they can't exactly put it on hold can they.

sd

niceonecyril - 03 Oct 2005 21:38 - 10511 of 27111

A fair point i picked up from another board is, possible litigation against tabacco
firms if was to be proved there was a safer option which had not been
taken up?
cyril

andysmith - 03 Oct 2005 21:39 - 10512 of 27111

Good news for SEO investors. Concentrate on packaging concepts, it would take millions to get this market and it is not in a consumer friendly market, However you dress it up, smoking kills people directly and in-directly and a starch based filter would be no excuse for dumping more litter.
Could raise a few bob for SEO and SP Metals.

paulmasterson1 - 03 Oct 2005 21:57 - 10513 of 27111


Maybe we should have a poll/competition to try and guess the price that Biotec will get for the Cigarette Filter IP ....

I will kick off with a whopping 75m, just to give you all a chance .... LOL !!!!

Cheers,
PM

andysmith - 03 Oct 2005 22:05 - 10514 of 27111

I would be interested soon to find out what the current "in-line with expectations" comment actually means. As I said last week the only potential cloud on the horizon for the short-term sp IMO is actual progress versus markets expectation and how that will translate to markets belief of any Starpol deals. Before I re-invest the profits I havn't spent on my family I would still like clarification re:Greenseal progress, a number of machines? 5,10, 50, that is the question and are 200 still anticipated within the first year because whatever way you want to look at it and like it or not SEO sp is currently following 2006 projected EPS with an approx. PE 30-35 even with Starpol/Walmart speculation. Take a look yourselves at forecast revisions & sp trend. I've no doubt Greenseal is and will make progress, its just the speed of it to deliver the profits that the market is now expecting.
Still have chance to re-invest before 20p, has 15p proved to be the support?
What does anyone make of 16-22p opening spreads, whats that all about?

paulmasterson1 - 03 Oct 2005 22:25 - 10515 of 27111


Andy Hi,

"in-line with expectations" .... 200 conversions in the first 12 months ?

200 / 12 = approx. 16 per month ....

If they say they are in-line then that is the rate of take up .... verified by HQ ....

I'm happy with that.

Cheers,
PM

someuwin - 03 Oct 2005 22:33 - 10516 of 27111

Everything seems to be progressing well for SEO at the moment!

Feeling very confident.

I might even buy some more tomorrow:-)

shamona - 03 Oct 2005 22:35 - 10517 of 27111

Another rns another non revenue enhancing day, some things never change; 4p target still stands.

paulmasterson1 - 03 Oct 2005 22:48 - 10518 of 27111


Someuwin Hi,

I might do the same, I paid a couple of grand into the bank today, might spend it tomorrow :)

Cheers,
PM

bhunt1910 - 03 Oct 2005 22:56 - 10519 of 27111

Paul - I enjoy reading your research, I even enjoy your predictions - which I take with a fair pinch of salt on some - but I dont enjoy you rubbing my nose in how much you earn and how many thousands of shares you got. Spare a thought for us paupers living on our pension - theres a good chap.

Baza

blossiedog - 03 Oct 2005 22:57 - 10520 of 27111

Does anyone else think it strange that this afternoons press release specifically said that starpol/greenseal packaging was "just being introduced into US and british supermarkets"

Has any mention of a US connection been specifically mentioned in a press release before?
I just think it odd everyone's not jumping up and down at that one line in the middle of a broader press release.

Blossie

shamona - 03 Oct 2005 23:06 - 10521 of 27111

baza

Take what he says about his earnings and share holdings with a massive dose of salt as well, he's been caught out so often with his lies even he would admit to being a compusive liar.

BKK2 - 04 Oct 2005 07:16 - 10522 of 27111

Mr Sham

I know who I'd rather listen to,Mr Masterson

Peter

bhunt1910 - 04 Oct 2005 07:38 - 10523 of 27111

Sham - I read everyones comments with interest - even yours and Captain Guides - and apply my own reasoning and logic. That way I can't blame anyone else if the share price takes off or collapses. Paul does at least support his predictions with his assumptions which enables you to make your own decisions.

Baza

shamona - 04 Oct 2005 08:17 - 10524 of 27111

Peter

If I predicted 20 per share you'd want to listen to me as well, unfortuantly I stick to truth and fact based price targets, not pie in the sky unachievable feel good one's.

baza

Note he's never answered my question about the market cap being equal to BP if his prediction ever came true, seems even he see's the embarresment behind his claim.

I'll leave you to it today, i'm busy elsewhere.

driver - 04 Oct 2005 08:35 - 10525 of 27111

halfamil
Yes I am still in.
I give up, if most of you like to read Captain Guide's light-hearted rubbish then post it, I will even put it on the Research Page if requested.

bhunt1910 - 04 Oct 2005 08:42 - 10526 of 27111

Now driver - lets not go overboard - I know you are being playful but lets keep your research page as it is - which is arguably the best source of information and research containing facts not speculation for any new punter.

Baza

bosley - 04 Oct 2005 08:43 - 10527 of 27111

morning all. i suppose , at first glance, yesterday's rns is good news. i wouldn't get too excited yet, though, until seo tell us what the "number" is.
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