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

Andy
Nice one andy it will be reassuring when you get back on board.

Pity QC is no longer here. We are all the poorer - especially as to what he has just turned up.

He has found UBS-Warburg's target price from SEO. It would even make Paul (I miss him already) go ballistic....!

I wasn't even aware that Warburg covered SEO, I think that maybe a mistake as it gives a current target of 2.80.

UBS-WARBERG 3/10/05

16.75P BUY

old price 280p

new price 330p upgrade

cyril

Driver, I will be back on board at the right moment and having read the T&G report I think it offers a good summary of the future "potential". It considers short-term downside IF the Greenseal targets are not met with Asda BUT at the same time confirms what I have heard in that other retailers are waiting for next July.
I like the comment that SEO is now trading on fundamentals rather than hype/potential which was my view and what I said when the sp was bouncing between RNS's at 18-21p and why I jumped to lock-in & preserve profits and still have time to get back in (with whats left!!!).
They are suggesting PE of 14-15 for SEO's sector which means that YE Oct 2006 is already factored at EPS 0.47p and so is 2007 however no Starpol factored in yet which offers upside IF and WHEN deals are announced.
So their mid-term target price is 21p assuming 200 Asda in 12 months plus more after and other retailers joing the fray but no Starpol yet, forget Frogpack as major earner and also Cradlewrap.
Bull possibilities, Asda do 200+ machines, other UK retailers join in and IF Walmart change their packaging materials and concepts and use Greenseal with Starpol.
Bear possibilities, 200 not achieved, Walmart delay or do not adopt the changes plus the BPRG cc still in the background.

For me long-term the story is re-iterated and no need to change my view, pleased to see that some of the new products are not going to be major money-spinners used in hype but good additions to the portfolio and confirming SEO as company developing new innovative ideas to the packaging markets. e.g. Would the RNS on Frogpack have lifted the sp like it did two weeks ago is sales of only 100,000 at 3p were known, however Frogpack is another good alert to SEO's development in the market.
For me short-term, depends what happens next week and whether speculation that something will be announced has resulted in 15.5p or renewed confidence can hold it there regardless? Could be paying 18p if positive next week, 13p if the market expects and doesn't receive so agree with snip's analysis of current trading range, either way a good long-term BUY its just picking the right price for the individual.

I am away early next week so I will wait until towards the end of the week before making a decision, it has to go above 20p before my decision was a tad early and I can't see that unless a major signed deal is announced which IMO needs the full FDA approval to be announced. Don't forget Walmart also have to change their packaging concepts to adopt Starpol and Greenseal so for now it will be confined literally to the low hanging fruit packaging cartons.

Summary, good to have more positive thoughts from another "non-house" broker and a more sensible report that considers that there are still risks attached to being an investor in SEO but that there is plenty of POTENTIAL upside.

Apologies for the long-post, someone had to make up for PM being banned.
Seriously, thought the T&G report good, providing with an excellent summary of potential risk vs reward without over-stating the fact that could be 8p if Greenseal doesn't deliver but could be much higher if it all comes off.
Hmmm, what will happen next week, what price will I buy at????

I thought the T&G report was incomplete without a warning on possible damages to come, head in the sand is not a professional approach.

Sham, fair point, it would have been good to have a potential assessment on damages although I know you have an interest from a BPRG angle.

Ian Balchin, at the EGM, described the Court Case as "an irritation". I take this, if he was being straight and honest, that he does not see it as having any big consequence for the company.

evening all. lots of posts. as someone said, pm1 will resurface somewhere else and then all his minnions can go there. shame about qc going just as he was getting interesting, though.
good to finally see objective, constructive discussion again. just started reading the t+g report. very thorough, isn't it.

I`d like to make a serius request to MoneyAM to reinstate PM1 on this board as soon as possible. Thanks

Boss, do you mean the argument for SEO is now being presented in the way which you agree with?

I just can't make out the colours of the different teams.

a very good read, doesn't really tell us anything new apart from a few bits and pieces. i can't really add anything to andy's assessment, good post.

fred, what teams would they be?

This thread is bloody silly - I've been away from my computer since 4.30 pm last friday and I turn on now to find 774 unread posts!!!

I've only read those on page 579 - can someone give me a precis of what has happened to cause this rampant posting or pandemic or has nothing really happened?

I saw reference above to PM1 being banned - is that something to do with it - if its not possible to make it short and sweet please just say so as in any case the sp is where I left it.

Thanks.

lies lies lies - disgusting lies - the UBS Warburg target is not for SEO Stanelco - its a different SEO - how can people lie like this ? rampers - IMO


Tonyrelaxes - 14 Oct 2005 21:00 - 11560 of 11573
Pity QC is no longer here. We are all the poorer - especially as to what he has just turned up.

He has found UBS-Warburg's target price from SEO. It would even make Paul (I miss him already) go ballistic....!

MikeW45 - a decent post - the packaging show - has been ramped on BBs for weeks and weeks - as where SE0 announce the big deal with Walmart - so time in this week - a technical bounce - a RNS of failure to get full FDA but spun to say its good they got fruit and veg - a brokers note - the packaging show thats been ramped and ramped - RPHS desperate update note to try to stop selling - ramp - ramp - ramp - spin - spin - spin - and next week - when nothing happens - no orders - no sales - no revenue - just more bull - more talk - more hype - it will - crash down - the shorters now this - they will have changed - from short to long - to pump the spike up this week - the higher the spike early-mid next week - the more to be made - when its shorted back - and from a higher spike - comes a lower low - the bubble bursts - as you say - who will be the prick - to burst the bubble ;)

All IMO - DYOR !

MikeW45 - 14 Oct'05 - 20:56 - 52903 of 52910

Mr AJ
39.5p in 3 months time.Hope you are right.
But I think not.
What is swing trading by the way?
More likely to see a drop in SP next week as no news is announced(is this what you mean by swing trading - ie up 25% last few days down x% next week).
The rises of the last few days have been in anticipation of good RNS's next week.
Good to see a White Marubozu - who reads this rubbish?
Hoping to add to my holding later next week when the current bubble bursts

snip - are you now long to give a good spike - EMA - lol - before going short to make good profit - the first fall was 25SMA through 200SMA - look at the chart - the next major fall is 50SMA through 200SMA - you know its coming - and next week - well spiked up by the shorters gone long - big gain to be had - next week - the big fall - EMA hides it - SMA shows it - faststoch peaked - williams peaked - 50 through 200 - its well primed for it - well played

All IMO - DYOR

ii,
Don't you dare go on about disgusting lies, when everyone on this board knows without doubt that your lies are your stock in trade. You have never even had the courage to respond to my reasonable request that you explain your "maximum" lie. You now compound this by stating that Starpol has failed to get full FDA approval. You know this to be a blatant untruth. You know that the truth is approval has been granted on certain foodstuffs, while testing continues on others, but this does not suit your position. When you have the decency to admit to your own lies, you can take the moral high ground on others lies. In short, shut up or put up. QC may well have made an error, and were he here to defend himself, would likely admit that. You deliberately twist RNS reports by adding in words that do not exist and are too spineless to answer straight questions. Go back to your sordid little world until you grow up enough to stop telling lies.
Alan

Hi guys,
At the risk of sounding like our dear departed friend(!), I've been thinking about Starpol. I know that it is available in many forms, but does this include the rigid plastics of the disposable cup type, or aerosol lid type? Can the degradability be adjusted for conditions and timescale?
If the answer to these questions is yes, then Greenseal may become a bit of a sideshow compared to Starpol. The uses become enormous, and if the price is now better than conventional plastics, the case becomes more compelling. Anything you see, from the lid of your deoderant to the cellophane that wraps your packet of fags, to the disposable beakers used at outdoor events, becomes a possibility for Starpol.
I am not trying to ramp. Anyone who reads these boards knows I was cautious about a 50pps party happening in the foreseeable future, and have made many less than positive observations. I am only trying to work out if the analysts are right in focusing on Greenseal as the major cash cow, or have they missed a salient point. If it could work for plastic bags, what else may be in their sights?
Alan