bosley
- 20 Feb 2004 09:34
paulmasterson1
- 12 Oct 2005 16:15
- 11304 of 27111
KK Hi,
RE "Now, will someone politely answer my question about Cig filter patents. Just wanted to know how much this patent and royalties will be worth to SEO's bottom line revenue?"
Please go back to my posts of the weekend about 4 weeks ago, and the weekdays following, all the answers are there.
Cheers,
PM
KingKonggb
- 12 Oct 2005 16:18
- 11305 of 27111
Baza and PM1,
Thank you for the info pertinent to Cig filters. Interesting times ahead which could potentially give SEO some very decent revenue based on these projections.
A case of watch this space.
Kong
p.s Ignore the fishing in the river lea, it's bleeding well flooded down this neck of the woods!!
paulmasterson1
- 12 Oct 2005 16:20
- 11306 of 27111
KK Hi,
I am staying here, can't swim :))))
Cheers,
PM
Cantlose
- 12 Oct 2005 16:23
- 11307 of 27111
Not the best of months for holders of Stanelco with a continuous nose-dive in SP.
Feel that many people who bought in at 5-10p are taking profits & why not.Could Richard Appleby Ltd who bought 45 million shares in July 2003 at @ 4p be also taking profit?(which could explain large sell volumes).
However it is time to take stock & re-evaluate ones holding / position in this share. Have there been any fundamental changes in the organization to make one sell(apart from SP)?
Have to say the answer is NO.
Lets look at the key points for me over the last few months:
SEO sign agreement with Mondini to fit designated Greenseal machines(why would Mondini do so if no possibility of future sales?)
SEO buy Biotec for a biodegradable material (Starpol) which can be used both as a film & a tray & is compliant with Greenseal sealing.
Confirmation that Starpol has been fully approved for use in food contact applications for all food categories in the EU & has approval in the US for all fruit & vegetable contact.
Virtual confirmation that ASDA will fit 200 RF machines by end of July 2006.
Now to my mind the vision that Stanelco have is gradually being pieced together.
And what is the vision?An all in one package of tray lidded biodegradable packaging that utilizes Starpol & also keeps food fresher for longer.All the necessary hurdles are gradually being cleared.Next one I presume is clearance from US FDA that Starpol can be used with all foodstuffs in the US.
Remember Rome wasn't built in a day.
So worrying as the erosion in SP has been I have decided to just leave my 6 figure shareholding in its ISA & ignore the SP for the next few years.
I am confident that patience in this shares case will pay off.
And remember there is that conference in the US next week !
aldwickk
- 12 Oct 2005 16:41
- 11308 of 27111
PM
IanT(MoneyAM) - 12 Oct 2005 16:27 - 187 of 187
Paul,
As long as negative comment is posted in a non personal way this is a free speech forum - people are entitled to be negative about any share they see fit, just as you are more than entitled to be positive about it.
I have had to step in on the SEO thread today, I am now stepping in here as well - stick to the subject not your fellow posters.
I will not step in again as far as any poster on these 2 threads is concerned - I will simply take action.
I sincerely hope I have made myself clear enough to everyone and is a last warning before we remove access to a few posters including yourself.
Ian
TheFrenchConnection
- 12 Oct 2005 17:13
- 11309 of 27111
Amities . That RNS was crap. And the trading proved it. lt was another smokescreen ! lt means little to the fortunes of SEO. A mere 30 day agreement with WAL MART testing that riduculous starpol which looks like something produced by the Blue Peter team.{to borrow a phrase.} This is the booby prize. A way of WM retaing relations with SEO . No mention of Greenseal which is where the REAL money lies . Another RNS which failed to encourage either ANY instutional supporters .No hi value individual support. Not even a whiff of venture capitalists. Juste millions of variables and NO ANSWERS reg the real breadwinner here GREENSEAL ,,,Ohh and ,of course ,,,the herd, . Little wonder even the best traders get a bad name what with watching todays silliness. . The more i digest that RNS the more i laugh . lts absurd . . MMs opened SEO @ 13p yet big sellers leapt out. NOW think about this > People were paying virtually the same price at inception as were buyers at the bell . Doesnt that tell you something ? ....ln fact after todays RNS and watching market reaction l have decided to bring down the curtain on my interest in SEO ...l want jam now not in 5 years .....When either news of Greenseal emerges or SEO is back to the 5p level i will review it .. anyway the packaging industry makes for the most boring reading ... ,,,,Good luck all...@+ J
greekman
- 12 Oct 2005 17:32
- 11310 of 27111
aldwickk,
Ian
You said "stick to the subject not your fellow posters".
What a great thread this would be if we all abided by that saying, well said, after all we are all adults aren't we.
bristlelad
- 12 Oct 2005 17:34
- 11311 of 27111
hay frencie/i thought you were short anyway???
iturama
- 12 Oct 2005 18:42
- 11312 of 27111
TFC
In your words:
A way of WM retaing relations with SEO .
Why on earth would Walmart want to do that if SEO has nothing to offer?
halfamil
- 12 Oct 2005 19:08
- 11313 of 27111
TheFrenchConnection
You unmask yourself at last. I'm glad you're out. Presumably now you will have nothing else to say.
Goodbye grenouille.
Fred1new
- 12 Oct 2005 19:12
- 11314 of 27111
TFC how much have you burnt your self shorting on SEO to-day.
someuwin
- 12 Oct 2005 20:18
- 11315 of 27111
From UK-Analyst.com: October 12th 2005
Shares in radio frequency packaging group Stanelco jumped 1.25p to 13.5p after it said that it had received food contact approval for its biodegradable packaging material known as Starpol 2000 and unveiled the granting of a short exclusive period to ASDA to evaluate its applications. Starpol 2000 is a totally biodegradable packaging material based on sustainable crop production. It is available in both flexible and rigid forms and is easily thermoformed into food trays and other packaging.
shamona
- 12 Oct 2005 20:31
- 11316 of 27111
Nice to see Teather begin coverage here with a buy recommendation, hopefully bring some large clients in to help reverse this downtrend.
I'd also like to echo greekmans comment, Paul take your warning and get back to what you're best at; cut n pasting! Leave out the abuse and personal stuff please.
tweenie
- 12 Oct 2005 20:43
- 11317 of 27111
shamoana re your last comment
POT KETTLE BLACK spring to mind
LOL!!!!!!!!
stockdog
- 12 Oct 2005 20:55
- 11318 of 27111
Thank God that's over for another day - what a load of old rubbish from everyone - made Ian's interventions positively electric (lol). That said, I agree with it all, except TFC's strangely snide approach to his fellow investors/traders, what you will - he used to be such a pleasant young man when he was long at 8p - the bear will out. What's up TFC, why so hostile. Perhaps that's what they mean by the love hate relationship between the British and the French - we still love you and . . . . je t'envoie un gros bisou.
PM, I think everyone was referring to "cred" as in our credibility in you - not your crediblity in yourself. The former is a matter of legitiamte opiinion, the latter is a matter of littel importance here. Love the factual stuff, don't get me wrong.
As I said on almost the first post of the day, at least it will stop the fall and it has - for today.
Funny, all that fur seems to be receeding from my hands and feet - as for the brain, nothing a couple of glasses of rioja can't wash away over the course of the evening.
bonne nuit amities - sounds so kinda phoney doesn't it somehow!
stock dog
Worrier
- 12 Oct 2005 21:40
- 11319 of 27111
I have been trying to understand the rationale behind such a short term exclusivity.
What happens on day 31? Do SEO have other suitors that would sign up if ASDA/Walmart say they do not want to use it after the 30 days or
Will it be offered to other Companies as well as ASDA/ Walmart after the 30 days.
What is the benefit to ASADA/ Walmart of this exclusivity if it is just 30 days. any thoughts please.
Not worried
Bugz
- 12 Oct 2005 21:42
- 11320 of 27111
Isnt this the same sceanario as with Greenseal originally?
From memory ASDA had 30 days before signing up for the year long contract.
Worrier
- 12 Oct 2005 21:56
- 11321 of 27111
You are probably right Bugz
paulmasterson1
- 12 Oct 2005 22:40
- 11322 of 27111
Worrier Hi,
RE the short exclusivity
We have already been told that Starpol can be used for a variety of packaging other than Greensealed, so I guess they have a queue for it, and are giving ASDA a short term exclusivity as a gesture of appreciation for them testing it.
In 31 days, the doors will be blown wide open.
Cheers,
PM
Tonyrelaxes
- 12 Oct 2005 23:16
- 11323 of 27111
Worrier / Bugz
I don't recall an earlier 30 day period but my memory is not what it was - or so they tell me!
I feel the 12 months Greenseal exclusivity is now more of a hinderance as it restricts multi customer use of packaing lines and therefore the packagers are slow (best way to put it) to take a machine out of general use and restrict it to ADSA only. This may mean an accelerated take up towards the end of the years period when packers can commission their machines for a wider customer base.
This latest RNS indicates to me that SEO are firmly in the driving seat and, given their knowledge and anticipation of Greenseal/Starpol, can dictate the terms to suit them (and us!) best. ASDA will of course be given a short term advantage in return for having given SEO the initial break.
A short period forces ASDA, who are also sufficiently in the know, to act fast and allow this "low hanging fruit" to fill our basket immediatly or be up against competitors who would love the opportunity to be ahead of a rival.
Philip said to me after the EGM "instead of us chasing users, they are coming and knocking on the door of our little office in Orlando - unprecedented". OK, that was USA but indicated things were happening and who was in a position to be pulling the shots.
(Aplologies for the cliches)