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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


paulmasterson1 - 13 Oct 2005 19:24 - 11405 of 27111


Adey Hi,

Saw your message, and went for the reply, and got ....

"Gmail is temporarily unavailable. Cross your fingers and try again in a few minutes. We are sorry for the inconvenience."

.... I will give it another go in a mo'

Cheers,
PM

Biscuit - 13 Oct 2005 19:27 - 11406 of 27111

PM, am I right in thinking that Starpol can't be heat sealed? Therefore they would have to take GS also, or can they move to Starpol first and then add GS? I read somewhere that you needed both together but can't remember where I read it!

paulmasterson1 - 13 Oct 2005 19:35 - 11408 of 27111

Biscuit Hi,

Starpol can be heatsealed, but it causes cross-linking of the polymers, so I think it is then unsuitable for food contact, so I think that Wal-Mart will need both together, and because they use polythene, which cannot be Greensealed, it's all or nothing .... I think all will be the result :)

From the Biotec aquisition announcement "Stanelco's RF sealing and welding technology can be used to process starch polymers without the degradation or cross-linking caused by other methods such as thermal processing, which can render the material unsuitable for food and pharmaceutical applications."

I guess Stanelco have solved the biggest problem of using starch based plastics for sealed food packaging, sealing without cross linking :)

Cheers,
PM

Biscuit - 13 Oct 2005 19:37 - 11409 of 27111

Cheers

stockdog - 13 Oct 2005 19:39 - 11410 of 27111

Eric - I'll wager it'll be the first time in a while you've had a rush of blondes, complaining or otherwise. Steady, Thaiger!

What out for Krabbes!

sd

garypat2 - 13 Oct 2005 19:45 - 11412 of 27111

Hey pm!! Im a bit late on the bb tonite would u mind e-mailing me a copy of the T+G report?

TIA

Gary

paulmasterson1 - 13 Oct 2005 19:47 - 11413 of 27111


Gary Hi,

No problem, as soon as GMail is alive again :)

Cheers,
PM

garypat2 - 13 Oct 2005 19:48 - 11414 of 27111

Cheers m8 :)

oblomov - 13 Oct 2005 19:56 - 11416 of 27111

post edited by moneyam.

paulmasterson1 - 13 Oct 2005 20:14 - 11417 of 27111


Next week is going to be so interesting :)

Stanelco PLC will unveil new products from the Starpol range of biodegradable, compostable plastic materials at Packaging Strategies' inaugural Sustainable Packaging Forum in Philadelphia October 17-19, 2005. Starpol 2000 is a biodegradable material consisting of PLA (Polylactic Acid), a starch derivative, which can be used in place of expensive petroleum-based products plastics. Stanelco will participate in a speaking engagement while at the forum, as well as exhibit samples of its new Starpol 2000 products at the Sustainable Packaging Materials Expo, following the first day of the conference.

paulmasterson1 - 13 Oct 2005 20:32 - 11418 of 27111

Hi All,

EVO have woken up and put their notes for the last week on their website, Stanelco note is a bit downbeat in comparison to their previous notes, but still has encouraging bits, and admission of having very cautious figures ....

Starpol has full approval for use with food in the EU and in the US is approved for
fruit and vegetables. The Food and Drug Administration is still testing it for use
with meat.


Where does this leave the valuation of the shares? Our numbers give virtually no
credit for sales of Starpol and for the other even more promising materials coming
out of Biotec
, the German JV. But we have no visibility so it is unreasonable to
expect it to be reflected in the current share price
.

On the other hand, our revenue numbers might
seem reasonably cautious, implying a mature estate of
less than 5,000 Greenseal units.



Back to guesswork for them, but I am still happy with my longer term numbers, and the 'snowball effect' that will cause them, for Greenseal and now Starpol.

Cheers,
PM

DaZSEO - 13 Oct 2005 20:45 - 11419 of 27111

Hi Paul,

When you get a second can you email me the T+G report please

CheerZ,
DaZ

bhunt1910 - 13 Oct 2005 20:46 - 11420 of 27111

Paul thanks for the report - compelling reading for any SEO shareholder - it helps to allay some of the doubts - especially the bit which seemed to confirm the plan for greenseal implementations at Asda as
Aug 05 to Oct 05 - 5
Nov to Jan 06 - 35
Feb 06 to April 06 - 70. and
May 06 to July 06 - 90..

I had not realised that there were at least 10 different types of machines or 30 different derivatives - which will explain why the initial take up has been so slow.

An excellent report I thought - using conservative estimates.

Baza - will sleep easy tonight

bhunt1910 - 13 Oct 2005 20:48 - 11421 of 27111

QC - I see your report has been removed - would it be possible to email it to me please at bhunt1910@aol.com ?

Thanks

Baza

Bugz - 13 Oct 2005 20:49 - 11422 of 27111

Baza

Good post. This is the attitude that many on here seem to lack-SHIT DOESNT HAPPEN OVERNIGHT!!!

Getting to grips with new technology takes time to impliment etc - anyway, we're on the way back up - onwards to the 's!!!

;)

bosley - 13 Oct 2005 20:57 - 11423 of 27111

so t+g , having access to the latest information, are saying that come the end of october there will be only 5 greenseal conversions? well at least that explains why there's been no rns informing us of conversions then!!! so it wont be the 40 pm1 predicted or the 20 evo predicted, it's going to be 5 according to t+g. seo year end is 31st october.

Bugz - 13 Oct 2005 20:59 - 11424 of 27111

I actually believe it will be 7 Bosley. But indeed it is less than these two groups predicted.

Doesnt matter - 200 will be converted by the end of the year long contract. Full stop ;)
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