bosley
- 20 Feb 2004 09:34
someuwin
- 06 Oct 2005 07:19
- 10666 of 27111
Copied from iii...
From todays Shares Magazine:
Essam Khashoggi, one of the worlds richest men along with his older brother Adnan, the infamous arms dealer, has done high-tech packaging company Stanelco (SEO) a good turn. Stanelcos purchase of Khashoggis company, Biotec, for 15 million in June could turn out to be a fantastic
bargain.
Khashoggi is estimated to have invested $200 million founding US-quoted company Earth Shell Corporation to develop green biodegradeable
packaging. Sales have commenced but the shares have performed poorly and Essam resigned as chairman in July.
After heavy losses Earth Shell told Biotec to concentrate on only a couple of projects and forget the rest. One of these was a starch-based replacement for the plastic used in cigarette filters. The Biotec filter is
biodegradeable and supposedly safer. More to the point, it should save tobacco companies around 350 million a year on production costs as cellulose has rocketed in price due to the oil surge.
Stanelcos agents are contacting cigarette companies to open an auction to buy the intellectual property rights (IP) once the research on making the starch filter is completed.
There is a good chance that Stanelco will sell the filter IP for more than it paid for Biotec and also collect substantial royalty payments. Biotec is a world leader in starch-based packaging but is barely profitable as sales are
minimal. Packaging made from starch is much cheaper than plastic but cannot be heatsealed. So the combination with Stanelcos radio beam
sealing technology looks like a marriage made in heaven.
by: Timon Day
andysmith
- 06 Oct 2005 07:22
- 10667 of 27111
QC, agreed that the snip comment RIP was over the top and out of order, short-term sp concern is a valid point though.
Bos, "i agree that the story and potential of seo hasn't changed, but market sentiment has". My point as you know, thats why I made profit safe and its available to be re-invested when the market sentiment has changed.
Zscrooge, don't like me do you?? Whats wrong with an investor re-assessing the short term situation, locking in profits to buy back later. 20p to 15.25p proves my point does it not or should I bury my head in the sand, close my eyes and hope for the best? I still hold SEO shares in a certificate for the long-term so I don't like the fall but long-term it should be OK. Those in my nominee have yielded a good profit for my family, some of it spent and the rest waiting. I should get back in lower than 20p but if I'm wrong I'll be more than happy.
PM, lets hope you're right re 17th-19th, alot of people are relying on your "information".
hewittalan6
- 06 Oct 2005 08:18
- 10668 of 27111
Morning all. Hope we can get back to reasoned and informative postings today instead of the screaming hystrionics and doom and gloom offerings of yesterday.
Alan
AdieH
- 06 Oct 2005 09:17
- 10669 of 27111
Well on ample they have closed the SEO thread because of all the abuse going on over there, it makes you laugh doesn't it, were all here to make money whether shorting or going long, each to their own I say...
paulmasterson1
- 06 Oct 2005 09:19
- 10670 of 27111
Loads of stocks being hit hard today, not SEO yet though, hopefully we will se renewed buying interest later today or tomorrow, as we edge closer to the show.
Cheers,
PM
Advancing 96 3%
Declining 1006 40%
Unchanged 1400 57%
bosley
- 06 Oct 2005 09:25
- 10671 of 27111
morning all. nice write -up in shares mag today, should have a positive effect on the sp.
bosley
- 06 Oct 2005 09:26
- 10672 of 27111
adieh, 'ow do!! not seen you for a while. what are your thoughts on the current situation?
bhunt1910
- 06 Oct 2005 09:28
- 10673 of 27111
The whole market is down - so staying even would be a positive result today I think
Baza
bhunt1910
- 06 Oct 2005 09:29
- 10674 of 27111
Me and my big mouth
Brandname
- 06 Oct 2005 09:50
- 10675 of 27111
Adie
Ample (iii) thread back up, they cleared about 50 or so posts.
NielsJensen
- 06 Oct 2005 10:05
- 10676 of 27111
Article in New Scientist today: "Cigarette Butts go Green" page 6. Quotes HW as saying Stanelco is in talks with manufacturers in Europe, North America and Asia.
bhunt1910
- 06 Oct 2005 10:06
- 10677 of 27111
You have to admit - they do get good press coverage around the world
bhunt1910
- 06 Oct 2005 10:09
- 10678 of 27111
Now 1:3 @ 14.75:15.25 and 100k v 273k
baza
Dormar
- 06 Oct 2005 10:46
- 10679 of 27111
Niels
I read the New Scientist every week. Have done for years. It will be a surreal experience to see Stanelco getting a mention !! Am looking forward to picking up this weeks copy.
Cheers
D
insiderinside
- 06 Oct 2005 11:20
- 10680 of 27111
more smoke and mirrors from SE0 - IMO - this cigarette filter - if they were serious - the RNSs would say its sold and how much - not plan to sell - if anyone thinks that the tobacco industry will pay billions in machine and design costs to use Biotec filters - then they are stupid - the backlash of changing - the most important part of a cigarette - which controls the flavour and delivery - away from standard - the most it will get - IMO - is 100,000 US$ for IP parking - no more - its all for ramping and hyping - released this week so the tipsters can ramp it - like SM+RHPS - its a dummy throw - to hide the fact - that Greenseal - is failing to be purchased - and more losses are coming - that might require another placing for more cash - the tipsters need something to ramp - they keep saying buy more from 30p - to 25p - to 20p - and can now say buy more on more ramp at 15p
All IMO - DYOR
insiderinside
- 06 Oct 2005 11:23
- 10681 of 27111
it looks ready to break down big time - be careful not to get ramped in - if they have sales of greenseal of 200 or more - then price ok at 8p - if not - it can fall more than that - IMO
shamona
- 06 Oct 2005 12:16
- 10682 of 27111
Down again, I did try to warn you.
Rasenberg
- 06 Oct 2005 12:22
- 10683 of 27111
oh goodie you two have reappeared.
paulmasterson1
- 06 Oct 2005 12:53
- 10684 of 27111
Since then, EarthShell has courted a number of potential partners, including Green Earth Packaging of Malaysia and Meridian Business Solutions from the Bay Area, but those deals have fallen by the wayside and the missteps involved have eaten up a lot of time and money.
However, Mr. Houston rejects suggestions that the company would have been better off doing the manufacturing itself, even though it did reach the stage of setting up a pilot production line and followed with a trial run of about 50 million units for McDonald's and Wal-Mart.
"Our concept was always to have others do the manufacturing," he said, adding that part of any deal involves EarthShell working "hand in hand" with the licensee to provide training and marketing and to support the products' underlying environmental claims.
In those earlier trials, EarthShell made more than 20 million clamshell containers for McDonald's and a similar number of other environmentally friendly items for sale through various Wal-Mart outlets.
Although the products were well-received, production hiccups with Sweetheart and Green Earth meant manufacturing equipment was not in place to satisfy demand.
earthshell_packing_up_for_maryland
paulmasterson1
- 06 Oct 2005 12:58
- 10685 of 27111
Petroleum's surge hits more than gas
"Seems like every bill we get has a fuel surcharge tacked onto it," says Bowman, co-owner of Bowman & Landes, a turkey farm north of Dayton, Ohio, that produces 60,000 gobblers annually that are sold at Kroger and biggs.
"Just the other day we had a delivery out of Dayton, a 50-gallon drum of chlorine. It came from five miles away, and it had a $27 surcharge. That's not a delivery charge, either, that was a surcharge. It was highway robbery."
But there wasn't much Bowman could do about it.
From plastic wrapping on holiday toys to grain used to feed the hogs, turkeys and beef that will end up on the dinner table, higher petroleum prices are likely to bring consumers and businesses a costlier Christmas this year.
How much more costly? Consider the Thanksgiving turkey. If the average turkey weighs 15 pounds, a nickel-a-pound increase on the 60,000 birds in the Bowman & Landes flock will bring the company about $45,000 more than last year to cover expenses.
But in the meantime, diesel prices have increased by 150 percent, and with wheat, corn and soybeans on 2,000 acres that must be planted and harvested, any increase in turkey prices will quickly disappear into higher expenses, Bowman said.
Analysts agree.
"If the price stays high and stays volatile, gasoline may be the grinch this year," said Phil Rist, vice president of strategy for BIGResearch, a Columbus-based consumer intelligence firm that surveys 7,000 consumers every month. "It may have a big impact on the holidays."
Rist wonders how long producers such as Bowman can resist raising prices.
"All companies are eventually going to have to pass (gasoline price increases) to the consumer," Rist said. "At the same time, they are going to have to keep prices competitive. Consumer confidence is the lowest we've seen since 2003."
According to the National Retail Federation, holiday retail sales are expected to increase 5 percent over last year, bringing holiday spending to $435.3 billion. Last year, holiday sales rose to $414.7 billion, a 6.7 percent increase over 2003 spending.
Experts expect some consumers to get more sensible with their gift-giving this year thanks to rising fuel costs.
"I think around my house we might see a few more sweaters as gifts this Christmas," said Daniel M. Driehaus, a Pleasant Ridge resident and account executive with Schiff, Kreidler-Shell Insurance. "With home heating costs increasing, we will be lowering our thermostat by a few degrees this holiday season."
Gas prices have not changed his buying decisions so far, said Driehaus, 33. "I take the bus to work about three times a month," he said. "That motivation is driven as much by the desire to be environmentally conscious as it is by gas prices."
One word: plastic
With most gifts wrapped in plastic at the store, fulfillment companies that produce plastic and manufacturers that rely on plastic for raw materials have been hit by the boost in petroleum-derivative prices.
Plastic is made from resin, and resin in the United States is usually derived from natural gas, which has seen large increases in prices, said George Thomas, vice president and general manager of the flexible group for Ampac LLC, a flexible packaging company headquartered in Cincinnati with manufacturing plants in eight other cities.
"We've seen resin prices rise close to 40 percent between August and mid-September," Thomas said. "That's a significant and almost unprecedented increase. It translates into a direct increase in packaging prices."
Because Hurricane Katrina took down Louisiana plants that convert natural gas into resin - called "crackers" - that meant Ampac had to seek resin from other sources. The company's revenues are split between its retail/department store bag division and consumer products. Rising demand for resin in turn brought rising plastics prices.
Few industries will escape increases from higher fuel costs, Thomas predicted, particularly anything that must be trucked from source to source or from producer to retail outlet.
"We can't absorb the increases," he said. "We have to pass them on. You can have this same conversation in any consumer good industry that's out there."
Well, not every industry - exactly.
Christmas chocolate prices are not likely to rise this year, said Richard Ross, president of Galerie, a Hebron firm that employs 500 at its manufacturing plan in Northern Kentucky and 1,200 nationwide. Many holiday candy orders were placed nine months ago, long before recent gasoline price increases took effect.
However, Galerie, which provides gift product candies to 55,000 retail outlets in the United States, is likely to bump up prices in negotiations next year as shipping costs from plants in Mexico, China and Wellston, Ohio, have raised the cost of doing business.
"It has raised our freight costs overseas and domestically," Ross said.
Quick Pak, a division of Cincinnati's Multi-Color Corp., held off prices all year, but rising fuel costs from Hurricane Katrina will mean a 6 percent increase for shrink film, bubble wrap and pallet stretch wrap.