bosley
- 20 Feb 2004 09:34
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)
Tonyrelaxes
- 12 Oct 2005 23:19
- 11324 of 27111
Above post was started before Paul posted his (the wine slows me down!) but seems we are thinking along the same lines.
niceonecyril
- 12 Oct 2005 23:23
- 11325 of 27111
Worth rereading the previous RNS relating to Greenseal, Major steps in "both"
Europe and North America.
I feel things are looking up, next week the N/American Show. Who knows
what will come out of this? It just feels like the pieces in the puzzle are
coming together.
cyril
pisces
- 12 Oct 2005 23:34
- 11326 of 27111
Paul, what do you do for a living as id`e be curious to know, bearing in mind i make picture frames for a living. I suspect like myself and many others on this thread you get a kick out of share trading as i`ve seen you on many other boards.I have to be honest not only with myself but fellow traders that i invested 17k at 24p not long ago but am not the slightest bit bothered. My reasons for that statement are purely personal but you just cannot ignore the potential of this company.Look around the markets at the moment and theres plenty of safe shares to invest in but i suspect shares like stanelco and chaco resources don`t attract safe investors. I have to say Paul although i respect your timeless research,from an outsiders point of view your comments are very one sided.Every point you make is totally biassed towards stanelco and you don`t like counter propeganda but all im`e trying to say is look at the long term when i think you will be proved right.
paulmasterson1
- 13 Oct 2005 06:14
- 11327 of 27111
Hi All,
The expected Business Wire from 12.01 EST !
Strangely it is no different to the RNS, usually we get a few extra's in a BW release ....
October 13, 2005 12:01 AM US Eastern Timezone
Stanelco Gains Approval of Starpol 2000 Biodegradable Packaging Material and ASDA Exclusivity
ORLANDO, Fla.--(BUSINESS WIRE)--Oct. 13, 2005--Stanelco PLC (LSE:SEO), the RF (radio frequency) applications group, is pleased to announce food contact approval for its biodegradable packaging material known as Starpol 2000 and the granting of a short exclusive period to ASDA stores Limited (ASDA) to evaluate its applications.
Starpol 2000 has been fully approved for use in food contact applications for all food categories throughout the European Union following analysis and testing carried out by PIRA International (Packaging International Research Association).
Food contact approval has also been granted for Starpol 2000 for all fruit and vegetable categories in the USA, with tests continuing for contact with all other food types to U.S. FDA (Food and Drug Administration) standards.
Stanelco and ASDA have agreed to 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.
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. Unlike conventional plastics, the price of Starpol 2000 has little dependence upon oil price. It is substantially less expensive than most other biodegradable packaging materials and not significantly greater than conventional plastics.
Howard White, managing director of Stanelco, commented, "We are delighted that ASDA have decided to consider moving forward with our Starpol 2000 product as part of their future plans, alongside the GREENSEAL product. We look forward to working with them as they once more strive to be first to market in this exciting new packaging product. With consumers increasingly demanding environmentally friendly solutions, this will give ASDA a real competitive advantage over their competitors. Now it is for the consumer public to support and drive the adoption of environmentally responsible packaging solutions."
Tony Ruane, Technical Compliance Manager at ASDA, said, "ASDA welcomes the addition of Starpol 2000 to the successful projects it is already conducting with Stanelco. GREENSEAL technology continues to be an exciting development within the ASDA supply base and we look forward to the successful introduction of the 200 Radio Frequency Technology GREENSEAL installations within the timescales already agreed."
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 will develop the products and processes to a demonstration stage and then work with partners in order to reach the markets; and under these circumstances Stanelco will usually seek to license its technology. Stanelco invests considerable time and resources in ensuring its technologies are protected via layers of patents wherever possible.
In this way Stanelco believes it can minimize commercial risk and preserve the highest value for shareholders.
The products offering the prospect of near term revenue generation are being given priority over the Group's resources.
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.
GREENSEAL, STARPOL, Frog Pack and CradleWrap are all trademarks of the Stanelco PLC group.
About PIRA International
PIRA is a leading commercial consultancy, testing and media business which specializes in retail supply chain technologies related to industries such as packaging, paper, plastics, printing, publishing and consumer goods. PIRA has established a reputation as one of the key knowledge providers in these industry sectors.
EWRobson
- 13 Oct 2005 08:07
- 11328 of 27111
Hi folk: a quick post as have to collect mary from the Thai dentist (and haven't gone through over 100 posts). If anyone has teeth problems, come over here. Her health problems weree traced to mercury and she ahs had 16 mercury fillings changed plus various other dentistry for 600 pounds. Quoted 10 times that in London.
But to the important RNS from Stanelco. Nothing earth shattering. Confirms the turnkey value of Starpol with Greenseal; confirms the 200 G/s orders from ASDA; announces regulatory approval for Starpol in Europe and part way in US. Does not give any projections for Starpol; does not give any news on US progress. So it is positive but not a breakthrough RNS. May just steady the ship but not turn it round. Cautionary slap on wrist to those shorting.
So I am sticking to a realistic cap. of 150M pounds with a downside of 100M, in other words a trading range of 11p to 16p. baza's buy at 12p looks sound. sd, that wily old dog, probably read it right - straight down through the 13.75 support so we are not really at a support level right now. However, I wouldn't be a seller at this price and would be looking to get back in around 12p if I had the funds - miseruum ego! Still in post-SEO retracement doldrums. But Thailand is a marvellous place and you gain a new positive perspective on life here!
Eric