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

This is looking pretty sick, i'll admit to calling this wrong over the last couple trading days, looks like a large seller in the background to me.

At least BPRG is making me plenty.

Is the microwave issue the reason for this drop I wonder, rf is required to seal the tray but what if microwave rf rays actually binded the lid to the food?

Without microwave capability the trays are next to useless for the ready meals market!

We need clarity.

Why should RF sealed trays be any less compatible with microwaving than conventional seals? I have not read anything that suggests that, although I have read that RF seals are stronger.

In any case, I'm sure the 'drop' is not due to any specific knowledge of anything going wrong. All released info so far has been that things are going to plan. Buys have been outdoing sells. If there were problems we would have heard about them . We haven't, so there are no such problems. It's inconceivable that the original ASDA trials wouldn't have taken account of the microwave question.

The drop is due to the lack of demand of shares, its as simple as that! Once contracts and cash start to roll in the demand will come back and the SP will rise.

I've certainly no reason to believe the contracts and cash wont be forthcoming - I'm happily patient.

Shamone

Excuse me if I'm wrong, but aren't you just trying to think up something negative just to frighten a few people to have doubts about their holdings and panic them into selling?

Do you honestly think that this product and technology would have been developed without due consideration being given to the point that you raised?

Your mischieviousness is a touch too obvious, methinks.

The oily one

It stands to reason that if the "new" film seals with rf then the film may seal onto the food when rf is applied in the micro, I currently hold but wish I didn't!

hi paul
nutureworks packaging for salads and otherpackaging is getting a
good write up.could they be working with walmart to steal the
deal from seo at next weeks meeting.
bit worried

I agree with you on this one Sham - the need for clarity that is.

I havent been able to find, or have heard of anything on this question over the RF technology being used in Microwaves.

I presume however that the first line of attack will be the fresh meat/fish lines of any future 'major' customer.

If microwaving were an issue, we would not have cleared 3 rounds of Asda trials.

123456,

I think that you may find that natureworks and SEO are probably working on the same deal with Walmart. I only deduce that this is the case, owing to the fact of the recent deal with natureworks. I don't see the two in competition more like collaboration.

IMHO

Kong

kong
i will now have a quite drink
cheers

......especially as they are presenting together later this week!!!

123456

just a reminder for people about the partnership...

Stanelco Signs Supply Agreement with NatureWorks(R) LLC
Friday September 23, 12:01 am ET
NatureWorks PLA Largest Component of Stanelco's Starpol 2000 Materials


ORLANDO, Fla.--(BUSINESS WIRE)--Sept. 23, 2005--Stanelco, the UK-based radio frequency (RF) applications group, has entered into a supply agreement with NatureWorks LLC, Minnetonka, MN, a wholly owned subsidiary of Cargill Inc. The agreement covers the supply of NatureWorks PLA, (Polylactide, a starch derivative), which is the largest component of Stanelco's recently announced Starpol 2000(TM) range of biodegradable, compostable plastic materials.
This relationship will materially assist commercialization of Starpol 2000 into Stanelco's target application segments. It is planned that a minimum of 15,000 tons of Starpol 2000 will be produced and sold within the next 12 months.

Starpol 2000 is available in a range of blends that can be formed into sheet material for products such as short shelf-life food trays, modified atmosphere packaging (MAP) trays and blown films for a diverse range of products including carrier bags, compost bags, waste bags and agricultural films.

"This is a landmark agreement that further demonstrates the materials created by Biotec are both ground breaking and commercial. We have been actively carrying out pre-production runs of the material with a number of major corporations in both Europe and North America. Starpol 2000 has demonstrated a functionality far beyond any other current biodegradable alternative and at an overall cost that is competitive with the existing plastics used in our target market, namely food packaging," said Howard White, president of Stanelco Inc. and Stanelco PLC group managing director.

"Just as importantly, the material is also easily sealable with our GREENSEAL(TM) technology project which continues to progress well and will enable us to offer a complete biodegradable, environmentally responsible packaging solution at a competitive cost," said White.

Snehal Desai, NatureWorks LLC commercial vice president said, "We are delighted with the diversity, functionality and competitiveness of the Starpol 2000 range of products and believe the marketplace will welcome this broad extension of offerings of NatureWorks PLA based materials."

About Stanelco PLC

The Stanelco Group of companies (the Group) has brought together expertise in radio frequency (RF) technology, RF applications and biodegradable material sciences to create a revolutionary range of packaging technologies.

Stanelco's philosophy is that new products and processes must offer solutions and applications which:

give higher added value,
are greener, more environmentally sustainable than those they replace,
and have protectable intellectual property rights.
Stanelco was founded in 1953 and is a world leader in the development of radio frequency technologies for processing polymers for edible and packaging applications and the design and manufacture of optical fiber technology, induction heating and dielectric welding equipment. Stanelco's current developments include GREENSEAL food tray lidding technology, Starpol (starch / pva blended material), FrogPack high impact low cost packaging format, CradleWrap range of biodegradable air cushion packaging, soluble tape, 100% water-soluble films and adhesives, Biodegradable Airbag (void fill) packaging, water-soluble detergent capsules, edible sachets and waste packing.

About NatureWorks LLC

Based in Minnetonka, Minn., USA, NatureWorks LLC is the first company to offer a family of commercially available polymers derived 100 percent from annually renewable resources with cost and performance that compete with petroleum-based packaging materials and fibers. The company applies its unique technology to the processing of natural plant sugars to create a proprietary polylactide polymer, which is marketed under the NatureWorks PLA and Ingeo(TM) fiber brand names.

NatureWorks is a registered trademark of NatureWorks LLC.

123456 Hi,

Good try, but no gold star for you :))))

"Starpol 2000 product is the only cost effective, functional, biodegradable, compostable from replenishable source material for MAP packaging in the world, and it can only be sealed with RF. It can also be used for a host of other food packaging uses"

Natureworks don't make a starch tray or film for MAP packaging, and they don't have Greenseal either.

Maybe as Niels suggested a while back, Natureworks could buy Starpol 2000 from Stanelco, and manufacture trays and film for Wal-Mart, and Stanelco would supply the Greenseal to seal them together. It's a possibility, but one that adds another level of cost for Wal-Mart, because Natureworks sell Stanelco the PLA for the Starpol 2000 mix, one level of profit, then Stanelco sell it back to them, another level of profit, then they sell it to Wal-Mart, yet another level of profit.

I think Stanelco will want to sell Starpol 2000 trays and film directly to Wal-Mart, to get a better level of profit for themselves, whilst reducing cost to Wal-Mart, and because of the prestige of supplying it to the worlds number one retailer. Natureworks will still be able to sell PLA based products directly to Wal-Mart, for sandwiches, and 'unsealed' or heat sealed products, maybe bottles, disposable plates and cutlery, etc ,and they still get money from Stanelco for the PLA anyway, so everyone's a winner :)

Cheers,
PM

bos: thanks for updating the charts above; good to have the annual picture. Extreme posters, e.g. ii and tfc, have suggested a return to last year's levels; i.e. the rise early this year had no sound basis. Its worth going back to the emerging story of ASDA's support for Greenseal. The market did eventually over-egg this. the negative point is that the info from Stanelco contributed to this in that the expectation was that the ASDA deal would be confirmed in a month; it actually took 4 months, partly due, I think, to the trials being much more thorough than expected and partly, I suspect, that the company was too optimisitic. We then got rumours of a Walmart deal, encouraged I believe by the new US CEO being too free with her promotional chatter. Now I suspect that the ASDA progress is perfectly reasonable and satisfactory but market sentiment has changed. The current valuation I have suggested is reasonable but there could well be an overshoot on the way down. Even if there are good Starpol announcements this may not offset the current negativity.

The last RNS made reference to Biotec news and, in particular, Starpol developments in Europe and US. Reading between the lines, there was a warning not to expect more Greenseal developments for several weeks: clearly, that team has it hands full implementing ASDA. The company's agenda is not the investors agenda and is certainly not the traders agenda. I have commented that the company appears to have been over-optimistic with some announcements but they have made very significant progress since last year. I am not saying that TFC shouldn't run his short further but I think his expectations of a return to last year's levels are unrealistic. The charts show a support level around 14p which is also close to the last major funding price so there should be institutional support at that price. But neither does it appear realistic to expect any early RNS that will change the trend although it might stop the downward channel.

Eric

Ok so here with have another day where the SP has dropped on more buys than sells. Could it be that this drop has been engineered to enable the big boys to get in before it rockets to a more agreeable price of say 25-30 if a deal is struck with Walmart?

Kong

shamona - 10 Oct 2005 15:52 - 10983 of 10989
It stands to reason that if the "new" film seals with rf then the film may seal onto the food when rf is applied in the micro, I currently hold but wish I didn't!

hope this helps: An RF Heat Sealer is just like a Microwave Oven, except it isn't enclosed, and the RF energy is tuned to a different frequency, one that excites the Plastic Molecules instead of exciting Water Molecules.
So Rf seals can be placed in a microwave and food cooked etc , as the seals are PLASTIC and contain negligable water, and food is NOT PLASTIC and contains lots of water.
P.s if you're so worried about your money, then sell and take a small loss, We've all been there. This is'nt a dig. If I did'nt trust a share/company with my HARD EARNED cash ,I'd foxtrot oscar.

I wish these bashers would find something else to do than post ridiculous rubbish about Greenseals Microwavability .... please keep up with the plot ....

Stanelco PLC
01 March 2005

1 March 2005

Stanelco PLC

Asda trials move in-store

Stanelco PLC, the RF (radio frequency) applications group, is pleased to
announce that the trial with ASDA for its high integrity sealing of
Microwaveable Food Trays (CPET) has now successfully proceeded towards actual
use in product at a manufacturing site, through distribution and onto the
supermarket's store shelves.

The shelf life trials, which were conducted at Ferndale Foods on behalf of Asda,
have now concluded. Both microbiological and organoleptic tests produced
encouraging results. This has led to an ASDA product being packaged using Radio
Frequency Technology that will appear on the supermarket's shelves from today
(Tuesday).

Ian Balchin, Chief Executive of Stanelco commented:

'The results of the continuing trials with ASDA remain very encouraging.
Following the recent agreement of a 60-day option period with ASDA concerning
its access to our sealing technology for food retail in the UK and Ireland, we
look forward to progressing the relationship towards a long term commercial
agreement as soon as possible.'

Tony Ruane, Technical Manager, Meal Solutions category at ASDA said:

'This is a first to market for ASDA and a significant milestone in our
partnership with Stanelco. ASDA is delighted with the progress of the trials so
far. The environmental benefits of the technology are immense and we are looking
forward to working with Stanelco to widen the reach of RF packaging in the
coming months to other parts of our business. '


- Ends -

Anybody else missing posts 977 to 980 inclusive?With regard to greenseal being microwaveable ,I only raised the issue{pst 921}after tonyrelaxes visit to ASDA{pst911}on 8/10.Somewin answered my query{pst927}stating that GREENSEAL IS MICROWAVEABLE.So whats the issue now?

Starpol 2000 is also Microwavable after being Greensealed .... NEXT !

Early indications in the food rigid tray area suggest that Stanelco's Starpol
2000 range of materials, produced by Biotec, will be able to significantly
undercut the price of polyester (APET, clear trays and CPET, microwavable trays)
whilst providing the necessary gas barrier for MAP.