bosley
- 20 Feb 2004 09:34
hewittalan6
- 12 Oct 2005 08:32
- 11214 of 27111
Ob,
I think the new trial is more to do with the "other general packaging applications" mentioned in the RNS, and the approval is news. It has just happened and the previous 200 conversions were for greenseal. Asda are now looking at taking the full house of Greenseal and Starpol. This is surely extra to our expectations, even though SEO probably expected it when increasing their supply contract with NW for Starpol ingrediants.
Alan
paulmasterson1
- 12 Oct 2005 08:42
- 11215 of 27111
Remember I posted a few days ago, that Starpol could be used in Tetrapaks instead of Polythene, with the approval today for food use, it's quite possible that Tetrapak could start using it soon too, that would certainly explain a 'limited' 30 days for ASDA.
Cheers,
PM
Bema
- 12 Oct 2005 08:46
- 11216 of 27111
There has to be a mighty big seller out there....
oblomov
- 12 Oct 2005 08:49
- 11217 of 27111
Alan, take your point re ASDA taking Starpol.
I still believe the 200 conversions had already been confirmed in the earlier RNS as 'expectations' already were that this would happen by July 2006.
I also still feel it is Greenseal news needed to lift the SP in any lasting way - there is no new Greenseal news in this RNS.
bhunt1910
- 12 Oct 2005 08:55
- 11218 of 27111
Another positive RNS for SEO - this just keeps on getting better and better in my opinion - but I do tend to agree that without very positive news on Greenseal - then we will be back to evens - if not a tad lower by tonight.
Nevermind the short term - the future is bright
Baza
ssanebs
- 12 Oct 2005 08:56
- 11219 of 27111
why do you need gs news when we have been told that a minimum of 200 machines will be installed by july, so we know by then what the income will befrom asda/gs
there is obviously a lot of stock out there, but hopefully the the comimg rns on biotec and gs machines will soak that up
hewittalan6
- 12 Oct 2005 08:57
- 11220 of 27111
At the moment Ob, I agree with you, but over the last few days, these boards have been full of speculation that Asda will be nowhere near 200, so re-confirmation is very welcome. However regarding Greenseal, I have a sneaky suspicion that this will be eclipsed as the focus of SEO's range in the very near future and that Starpol will be the new cash cow on the block. Capital equipment is all well and good but by its nature it is durable, and I believe many will not convert but simply wait to buy Greenseal equipped machines at the economic end of their current technologies life. Starpol is, by the sound of it, a consumable that has many more uses than Greenseal and could rapidly replace current consumables without the need for expensive adjustments.
bhunt1910
- 12 Oct 2005 09:18
- 11221 of 27111
Also when someone like Tony Rouane goes public and confirms that ASDA will acheive the 200 machine conversion again (note he was quite specific - no weasly words)- you can be damned sure that he is confident that he will acheive that target. So my take is that he thinks 200 is a comfortable target and he hopes to deliver more. Nobody likes to go on record and not deliver - especially someone like Tony.
Baza
KingKonggb
- 12 Oct 2005 09:19
- 11222 of 27111
Captain Guide has been quoting again on the other side:
"Goodmorning all - Captain Guide with a short update.
On standby for takeoff next week..todays approval is just the start. The flight prices was the cheapest till yesterday and might be cheaper today but wont be next week.
Good or Bad DYOR "
How many bloody take offs do we need? This plane must have serious engine problems or is it the gourmet food staff refusing to dish out those meals again?!!!
I wait in patience, still with my seat belt on!!
Kong
bhunt1910
- 12 Oct 2005 09:27
- 11223 of 27111
currenntly 2:4 @ 12.75: 13 amd 150k:250k
qc
- 12 Oct 2005 09:28
- 11224 of 27111
Must be the only airline that the seats get cheaper by the week even when they advertise that the price is going up the following week!
Take it all with a pinch of salt obviously but gives me a chuckle and glad to see it on here ;-)
oblomov
- 12 Oct 2005 09:31
- 11225 of 27111
ssanebs
The Greenseal news needed is news beyond the ASDA 200 which is at best already covered by the current SP.
What we now have is a realistic/slightly high SP based on actual contracts/orders. Disregarding a 'potential' proportion in the SP (which now seems to have evaporated) we need to see conversions by the hundreds if not thousands before the SP rises again.
It was talk of Walmart which took the SP to the dizzy hights of 28-30p. We need the sort of numbers of conversions Walmart could provide before it goes that way again, and I mean contracts this time, not just talk.
ssanebs
- 12 Oct 2005 09:43
- 11226 of 27111
i agree without wal mart its worth 6p
robinhood
- 12 Oct 2005 09:56
- 11227 of 27111
We are all waiting for the really good news to come through, however ASDA's Tony Rouane put me at rest as he is quoted as saying:"In addition of Starpol to the SUCCESSFUL projects it is already conducting with Stanelco".
Hey guys I do not like the wait like everybody else but putting spare cash into SEO shares is money well spent
Biscuit
- 12 Oct 2005 10:03
- 11228 of 27111
I do think the limited 30 day trial period tends to point to something/someone else waiting to move on this also.
tweenie
- 12 Oct 2005 10:06
- 11229 of 27111
Pm you wrote:
"Remember I posted a few days ago, that Starpol could be used in Tetrapaks instead of Polythene, with the approval today for food use, it's quite possible that Tetrapak could start using it soon too, that would certainly explain a 'limited' 30 days for ASDA."
Whilst I think you have produced some excellent research on this company and provided figures that are food for thought, comments like the above, which unless they are backed up by fact or substantiated by other means , just add fuel to the fire , that you are spinning this stock for your own personal gain. They also allow cheap shots at this stock by knockers. So can you back it up re TETRAPAK: i.e .is starpol waterproof?, is is capeable of being used to hold slightly alkaline/acidic liquids, such as fruit juices or milk?, How heat resistant is it? Whats it's shelf life?
These are all pertinant questions that should be addressed before making such spectacular claims.
I'm trying to find some answers and will put them up if I can.
shamona
- 12 Oct 2005 10:51
- 11230 of 27111
tweenie
Cracking post!
This is the point i've been attempting to make, other less researched investors might see Tetrapack and take it as fact.
Instead of building this up for a fall everyone should calm down the expectations, que sara sara!
Fred1new
- 12 Oct 2005 10:58
- 11231 of 27111
I have a feeling some of the shorters are getting a little burnt.
driver
- 12 Oct 2005 11:02
- 11232 of 27111
stateside
- 12 Oct 2005 11:20
- 11233 of 27111
Positive rebuttals of ii and positive postings generally on ADVFN:
'Trust ii to rake up 'malicious gossip'. Shear malice towards this company is his trademark.
'Stanelco and ASDA have agreed a 30 day exclusivity period for ASDA to approve
the Starpol 2000 material for use with Stanelco's GREENSEAL technology
(including modified atmosphere packaging) as well as other more general
packaging applications. Under the agreement Starpol 2000 material has been
released to certain ASDA suppliers for trial use in ASDA products. The
exclusivity period is effective in the UK and Ireland.'
The 30 day exclusivity period is surely very significant.
Further announcements surely have to be made in less than two months.
After, what I believe to have been a very successful NEC, and the Philadelphia Sustainable Packaging event just over a week away things are looking very bright IMHO.
Just look at all the groundwork that has been laid ready for Stanelco to emerge as a world leader in bio-degradeable packaging an innovative packaging design.
z
tonyrelaxes - 12 Oct'05 - 10:18 - 52543 of 52549
ii
I see you are still at the PC. Why then do you not answer the question of you on MAM? You made the same claims there as here today of a MAXIMUM of 200 machines.
So please answer the posters query which I repeat below :-
"Come on ii. For a man of your enormous intellect it is not difficult. You said (twice) in your post "200 maximum".
Either you are privy to information that is not released to the public or you are a sharlaton who inserts the odd untruth into your posts in order to justify your position. I ask again that you either justify this comment or withdraw it and apologise to the board for misleading them, deliberately or otherwise. I have no problem with anyone expressing any opinion on here, providing that opinion is justified. I have no issue with genuine mistakes. I have a real issue with damn lies.
Alan "
nilip - 12 Oct'05 - 10:22 - 52544 of 52549
lots of interesting posts - I continue to buy.
Dunderheed - 12 Oct'05 - 10:24 - 52545 of 52549
nilip what's your average price on this matey?
shman - 12 Oct'05 - 10:41 - 52546 of 52549
ii - please reply to tonyrelaxes question..
comeon tell him that you are sleeping rough in Barry's car and just want to p@ss everybody the SEO BB..go on be honest ..200 machine maximum..or did you forget to put another zero after that 200.
squiresquire - 12 Oct'05 - 10:42 - 52547 of 52549
to hell with all the doomsters,
BUT we have to be honest and say we all have now got a damn good opportunty to top up at silly rock bottom prices, more news from SEO next week regarding ASDA will send this flying.
scotswhaehae - 12 Oct'05 - 10:46 - 52548 of 52549
Well usually the good news from SEO comes in a flow...so maybe more positive RNS's are likely soon...
Looks good to me...
Good luck all!
squiresquire - 12 Oct'05 - 10:53 - 52549 of 52549
My information is next week to have very positive info.'
stateside