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

W1sefool Hi,

Plenty of very solid news has already come out, and more is coming, thats the whole point of ignoring snip those in my squelch list .... if they don't understand, that's their loss, if the other shareholders don't understand, that's their loss too.

Cheers,
PM


EVO

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.

Biotec was controlled by Essam Khashoggi, younger brother of the more famous arms dealer. After heavy losses, his Management instructed Biotec to concentrate on only a couple of projects and discard the rest. One of these was a starch-based replacement for the cellulose acetate used in cigarette filters. Currently over 500,000 tonnes are used in cigarettes at a cost of around $4,000 per tonne. Biotecs scientists believe they can undercut this by 30% but say they need another years development. The plan is to open an auction among tobacco companies and filter-makers, for the option to buy the IP once the research is completed successfully. Biotec is also looking for a royalty on sales. Of course potential buyers may prefer to hold back until development is completed. But then they risk being locked out if someone else moves earlier. A major impetus may depend on the strength of evidence that the starch filters are less unhealthy than cellulose. Flakes of cellulose do collect in the lungs, often coated in tar. If the starch biodegrades much more quickly, it may genuinely be less unhealthy. We have not altered our forecasts because public auctions are notoriously unpredictable. In theory, the new material could save around $600m per year, so the eventual sales price/royalty could be high. At the end of the statement, Stanelco says the Greenseal project with Asda is running in line with expectations and a number of machines will start operations in the coming weeks. Our forecasts assume 20 machines are installed by the 31 October year end. The Company remains adamant it will reach the 200 target assumed in the first 12 months under the Asda deal. The statement promises an update on other Biotec-related projects in the near future. As with the cigarette filter, it now talks in terms of producing starch-based plastics which are substantially cheaper than oil-based equivalents. But it is impossible to put a value on these prospects at this stage.

Hi folk: haven't posted for a while; presently sunning it in Thailand enjoying my daughter Jill's property, quite a bit of it bought with profits on SEO. Am presently out; inevitable as had to close CFD positions, fortunately 90% over 20p. As something of a hybrid investor/trader, there is, in my view, something of a problem with the switch in emphasis from Greenseal to Biotec related projects. The last RNS, for instance, whilst emphasising satisfactory progress with the ASDA project suggested that forthcoming announcements would relate to Starpol in the US. From the company standpoint this is no bad thing as building a set of success stories is great and it is clear that Greenseal installations do take a while to get off the ground. The problem is that market expectations were built up with the projections re Greenseal from KBC Peel Hunt and Evolution. The sp reflects those projections: without Greenseal the sp would be moving now on the back of Starpol, taking into account encouraging progress with Frogpack et al., but I suspect we would be at more like 100m pounds. So we may be reaching a decent support level, reflected by the head and shoulders chart. But I'm not sure that there will be an upwards break-out yet awhile; the sp could over correct with the positive movement depending on really good profit projections from Starpol or the next stage of the greenseal development cycle, still presumably US. My bet is at evens for the next major movement being up or down which emans I will remain on the sidelines until those odds become more like 3:1. Investors should just ride the situation out, accepting the sp movements as vagaries of an actively traddes share. The company has moved a very long way in the last year and will move another major step in the year ahead.

Eric

PM, you are OK having a go at bashers hitting SEO for the sake of it but don't put snip in that category, you cannot deny that since July the sp has been in decline and the market is making that happen as impatience on anticipated Greenseal progress following meteoric rise of sp which as it turns out was way ahead of itself.
Not everyone believes in all things SEO, most only got in for a quick buck.
Yes, an imminent deal will turn this around but you don't know that there will be one sufficent enough, in the meantime the sp falls with lack of confirmed news on Greenseal, propped up by inevitable RNS's. The point being that with so many RNS's, just one saying how many now, how many in progress, how many on order, how many in discussion would settle the sp. What Asda/SEO anticipate and reality may be two different things.
Concerns over short-term sp remain, I will still be able to get back in below 20p even with a Walmart/Starpol deal worth a maximum 15,000T.

andy, PM is old enough to fight his own battles but purely from my point of view as a long term holder in SEO(2003-date) what I object to from guys like Snip is the 'I have the chart, RIP SEO holders' and that sort of attitude. I think that is wrong UNLESS he has some other motives for scaring people? I am not scared, nothing changed IMO. Rubbing noses.....??

Well, well, well. Sp well ahead of itself, expectations built up due to broker forcasts etc etc? What happened to all the talk of real investors sticking with it? Learned projections of future earnings, sp prices etc? Just another charlatan posing as captain sensible.

Hi All,

Some discrepency I noticed in EVO figures, which show just how conservative ALL their figures are !!

Stanelco said .... "a synthetic fiber of which more than 680,000 tons are used in cigarettes each year" and "Cellulose Acetate filter tow has a wholesale price of US $4,000 per ton" and "Starch based filter tow is also substantially cheaper (30-50% at current bulk prices) than that based on cellulose acetate."

EVO said .... "500,000 tonnes are used in cigarettes at a cost of around $4,000 per tonne" and "In theory, the new material could save around $600m per year"

Based on Stanelco calculations, the industry would save 30% to 50% of minimum 680,000 tons at $4000 per ton, which is a saving of $816,000,000 to $1,360,000,000 but evo again quote below all the Stanelco quoted figures, and take 30% saving on 500,000 tons !!

Cheers,
PM

qc, the sp dropping 50% doesn't scare you? your profits halved doesn't scare you? just as the "bashers" could not stop the sp rising , just as the techies and chartists were used to highlight all the bullishness about seo, it is the same now, but in reverse. i agree that the story and potential of seo hasn't changed, but market sentiment has. i will sell my remaining shares if/when we reach 14p/13p. pm1 wanted to play a game where people could try to guess how much the ciggie ip would sell for. i think a better game would be to try to guess how many greenseal conversions need to be announced in the forthcoming rns for seo to regain credibility and prove they can deliver. have a think about it. if it is another 1 or 2 machines, what will happen to the sp? personally, anything less than double figures and we are in trouble.

As the voice of sanity, hope it happens here for you BOS, but then you would have PM forever!

Andy/Bos Hi,

I suggest those in buy more, and those out buy in, regardless of the current share price, because 5p or 10p here or there makes sod all difference, because the share price in 3-5 years time is what people should be thinking about, because by then, Stanelco will be a FTSE-100 monster, and all the scaremongers will have lost again.

Cheers,
PM

zscrooge, are you going to the mam day in manchester?

Correct me if I am wrong, but I have not seen any director's or institutional selling. If it was in such a parelous position I would have expected some bailing out.

bosley, 30p - 15p is hardly great and I would have loved it to go up and up and up this year. But the reality is that from 4p in Dec 2004 to our current position and the constant good news thats came that will equate to a decent SP in the next 24 months then overall I am pretty happy.

I object to people on here who are only looking at charts or hold no shares rubbing us holders noses in the SP constantly.

A question for you.... If ASDA had signed for 200 machines in the summer, potential deals in the USA 'possibly' around the corner, a deal with Elwood for Frogpack and others that I cannot recall but the SP was still 4p but like me you thought that in the next few years the SP would be say 50p would you be panicking constantly?

Thats why we bought presumably, nothing has changed in my thinking or in the company(more positive than anything) yet its all doom and gloom and short term vision is all we have for some reason.

I dont care one jot really if its 10p on Monday as I still believe that long term this is a winner. If you do not agree then really, I think you should sell up. If you do sell, unlike others, dont be on here constantly deramping and shitting on SEO and the SP!

hi qc// WELL SAID/ Ilike your thinking/

bos, no, other commitments.

Snip

Charts show history. Stanelco shows the future.

halfamil, that should be the slogan!

Snip is the past .... PM1 is the future .... LOL !

Test product - TPS

1. Description

BIOPLAST TPS is BIOTEC's trademark for a pure thermoplastic starch material. BIOPLAST TPS has special properties compared to conventional plastics. BIOPLAST TPS has a very good permeability for water vapor and, at the same time, excellent barrier properties for oxygen and carbon dioxide.

BIOPLAST TPS is available as cylindrical granule and can be processed solely as well as being blended with other polymers.

BIOPLAST TPS is manufactured of pure food ingredients and can be produced according to the hygienic requirements for food production.

Due to its composition, BIOPLAST TPS is edible, digestible, water soluble and completely biodegradable.


2. Applications

- foamed trays and boxes for single use disposable
- fast food packaging, hamburger boxes
- foamed products
- water soluble products
- ingestible products

3. Packaging

BIOPLAST TPS is delivered in 20 kg PE-sacks. Packaging labeling includes product designation and lot number.

4. Delivery Format

BIOPLAST TPS is produced in the form of a granule. Unit pallet net weight is max. 600 kg.

5. Storage and Handling

During storage, BIOPLAST TPS can take up humidity. The yield of water uptake depends on the temperature and relative humidity during storage. Therefore, the granule should be stored cool and dry in the closed PE-Inliner bag.

6. Shelf Life

If stored correctly, the shelf life until processing is max. 6 months after delivery.

7. Safety data

BIOPLAST TPS is no dangerous product in the sense of directive 67/548/EEC and not subject to transport regulations. The product is not expected to create a decomposition of individual components at room temperature. General safety, protection and hygiene rules for the handling of the molten granule, as for any other polymer, should be observed. Also please note, that spilled granule can make floors slippery. For details please refer to the Material Safety Data Sheet.

Makes me laugh when the markets have a down day and peeps start slagging off one share which has simply followed the day's trend.

It's happening all over AD--N today.........muppets!

PS good luck with the exhibition!

-Will be watching closely now on the run up and during and after.