Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

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


Bugz - 10 Oct 2005 16:12 - 10989 of 27111

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

Greyhound - 10 Oct 2005 16:17 - 10990 of 27111

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.

paulmasterson1 - 10 Oct 2005 16:22 - 10991 of 27111


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

EWRobson - 10 Oct 2005 16:23 - 10992 of 27111


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

KingKonggb - 10 Oct 2005 16:23 - 10993 of 27111

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

tweenie - 10 Oct 2005 16:25 - 10994 of 27111

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.

paulmasterson1 - 10 Oct 2005 16:27 - 10995 of 27111


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 -

Mad Pad - 10 Oct 2005 16:29 - 10996 of 27111

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?

paulmasterson1 - 10 Oct 2005 16:30 - 10997 of 27111


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.

Oilywag - 10 Oct 2005 16:31 - 10998 of 27111

EWRobson

Good rational and well-balanced post. Pity a few more do not follow your example.

The oily one

paulmasterson1 - 10 Oct 2005 16:31 - 10999 of 27111


Mad Pad Hi,

You got the bashers into thinking they can scare us, that's about all there is to it ....

Cheers,
PM

paulmasterson1 - 10 Oct 2005 16:34 - 11000 of 27111

And one more for luck ....

The Directors expect to use Biotec's film in relation to InGel Technologies
Limited ('InGel'), the Company's joint venture with Cardinal Health 409, Inc.
which was established to commercialise Stanelco's soft edible capsule making
technology. Interaction between Biotec and other parts of the Group has already
led to significant new patentable inventions and the pilot launch of a new
thermoplastic material marketed under its current name, Starpol 2000. Starpol
2000 has many potential uses including food packaging and can be processed on
conventional packaging machinery and does not therefore require major capital
investment by packagers converting to its use. Sample product has been
manufactured and discussions have commenced with major food retailers. Early
indications in the food rigid tray area suggest that Starpol 2000 will be able
to significantly undercut the price of polyester (in particular APET, used in
clear trays, and crystalline polyethylene terephthalate ('CPET') which is used
for microwaveable trays) whilst also providing the necessary gas barrier for
MAP
. Starpol 2000 is certified biocompostable to the relevant standard on
packaging recovery through composting and biodegradation by DIN CERTCO GmbH,
the certification organisation of the German Institute for Standardisation.

EWRobson - 10 Oct 2005 16:39 - 11001 of 27111

KingKong Nice thoughts re early return to the 28p to 30p level. But look at the measures of momentum. There needs to be very significant return of buying volume even to arrest the decline. Having said that, there are two events that could cause a significant bounce off the support level: one would be a significant Greenseal deal in the US, probably Walmart (I have cautioned just above that this unlikely for several weeks anyway interpreting the last SEO RNS) and an awareness that Starpol is on its own say worth 10p on the sp - but that means around 10M pounds and appears beyond reasonable expectation.

Eric

KingKonggb - 10 Oct 2005 16:44 - 11002 of 27111

Eric,

Fair point. I'm still of the belief that we will see a return of 30p max by year end, providing the so called bigger deals become apparent. For those suggesting anymore, I personally think that you really need to take a trek in the jungle!!!!! As momentum builds for next year then it may be prudent to suggest a much higher sp.

IMHO

Kong

tweenie - 10 Oct 2005 16:46 - 11003 of 27111

Personally. I hope the share price stays low until after the 20th, which is pay day for moi. So I can invest some more monies in this company.
I'm in for the long haul.
I origonally brought at 5p ish and have steadily increased my holding over the past few months.
I can't see what all the negativeness is about.I can however see where all the hype is comeing from-which does'nt help the underlying story.
So they have'nt made millions already, did you honestly believe it was going to be an overnight success? in retail? in FOOD packaging- with all the stringent controls?
ASDA have taken the initiative and seem happy . 200 machines , is a good start.
ASDA is owned by WALMART. Why would'nt WALMART take up greenseal? Can someone please answer that. It would be like trialing a new gun for your army, saying its brilliant and cheaper, then refusing to give it to the rest of your troops. IT MAKES NO SENSE.
If someone has a good argument for why WALLMART will never take up greenseal then please post it.

shamona - 10 Oct 2005 16:57 - 11004 of 27111

tweenie

Problem appears to be that although Asda asked for trials to be done none of the suppliers want to pay for it, this leads me to think the cost saving stuff was a red herring thrown up by Stanelco to push the product.

IF it really was so brilliant and cost effective the suppliers would have bent over backwards to get it, remember ABP, GRAMPIAN, REISER and Ferndale all trialed it but not one order came on the back of it. If you can tell me one good reason why they never took rf sealing on then please feel free to post.

PS Walmart are a supermarket not a ready meals supplier.

shamona - 10 Oct 2005 16:59 - 11005 of 27111

Masterson

Why do you continue to claim you don't read my posts?

Yet again you've answered one of my questions.

TheFrenchConnection - 10 Oct 2005 17:01 - 11006 of 27111

Amities ..l guess it wouldnt be the first time KK for mms to walk a stock down ,,lol But this situation is due to a simple massive overhang of stock which mms are finding difficult in disposing without revealing thier hand ..We are talking in terms of tens of millions here; and with seos volume today of a tad more than 2 million { 75% buys )this process will inevitably take time .But somebody is selling heavily behind the scenes ...l am writing to thier registrars and seretary to see if a principal trade has been closed recently ..On a positive note for you investors . 99% of traders have deserted this stock ; and thus will avoid the stock until it is digested. Time is needed; but sadly time is not a variable SEO have on thier side . ....... l suspect in a few days 14.25 will form the level of resistance and not NOT support . ,,,,,,,Even if the Walmart dream does occur l still feel short term SEO will visit the pre 10p level . But good luck to them anyway . Excellent product but lack TRUE market appreciation > Big players dont understand most of this packaging jargon and as such perceive it as quite scarey ......One day perhaps ,,,,,a/b @+ J

paulmasterson1 - 10 Oct 2005 17:14 - 11007 of 27111


Tweenie Hi,

I have been researching Stanelco most evenings and weekends for the last 3.5 years, and I can't think of a reason :)

And then there is the rest of the retail industry, I can't see them not going for it either.

And Starpol 2000 is now cheaper than petro-plastic, and it is a great bariier for MAP packaging, regardless of the several other benefits, I cannot see Wal-Mart et al not buying that to go with the Greenseal, and I'm sure anyone who asks anyone at HQ will get the same answer .... there is no 'if' .... it's just 'when' :)

Cheers,
PM


Oilywag - 10 Oct 2005 17:38 - 11008 of 27111

Shamona

You state categorically that the food packagers have found this too expensive. How do you know this? Do you have irrefutable proof to this effect?

To convert from one system to another, takes planning, especially if a packager works for several retailers.

And there is also the small matter of budgets and financial years. Some may be delaying conversion until their budgets allow it.

With new technology, there is often a resistence to change factor that delays decisions. Take the advent of the mobile phone and the initial resistence to that as an example. Now look at the market. It will take time, but it WILL happen.

The above some of the more obvious reasons and there are probably many more I can think of.

The oily one
Register now or login to post to this thread.