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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


Dormar - 16 Oct 2005 13:04 - 11620 of 27111

Bosley

I find your posts mostly to be arrogant and rude. And often lacking in logic.

Just contribute want is relevant to SEO and leave out the personal stuff please.

collyt - 16 Oct 2005 13:25 - 11621 of 27111

I would just like to say, I think that this board has been ruined. Anyone who buys shares will know that there is a certain amount of risk, they don't need help to decide from the likes of Sham and II. quite frankly I take more notice of the professionals like Tom Burford, and his latest note is very reassuring. So all you derampers rampers can carry on playing your games. There is a saying that goes 'If you never take risks you have never lived' . I have had it with this board, because it has become a big joke. Good luck to all SEO Holders. You win some you lose some, but sometimes patience will pay off.

chippy2 - 16 Oct 2005 13:50 - 11622 of 27111

Is Sham ii ??

insiderinside - 16 Oct 2005 14:18 - 11623 of 27111

chippy2 - no

Tonyrelaxes and Alan - i have answered the question already - did you read - and did not quote from the RNS in full - or cut and paste it - it was my opinion and understanding of the RNS - written in my words - stop trying to be so nasty - to poor old ii ;)

as you read RHPS update - and it was about shorting and pulling hair out - then think of this - RNS R US - could easily say - no business reason for the fall - did they ? no - why no ? - is there a business reason - look into it - why - they use the media - and not the official RNS system - to make the - please dont sell SE0 call -

All IMO - DYOR !

ghengis101 - 16 Oct 2005 14:50 - 11624 of 27111

" professionals like Tom Burford ", well !!! if he was as good as he thinks he is
he would not be a humble journalist !! The same applies to the FT writer who
thought this company was listed on AIM!!.
I am looking forward to the week ahead , I certainly would not want to be short on this company during the coming week!!

EWRobson - 16 Oct 2005 15:57 - 11625 of 27111

Well, given we that no longer have PM1, bless his cotton socks, I hope that we can make a new objective of balanced posting. I assume PM1 was banned for breach of copyright with regard to the T&G report: distributing it rather than quoting it. That is perhaps a pity as it is an excellent, balanced report and I have already suggested that it should be essential reading for anyone who attempts to post here with any authority. Sham had a copy but I would like him and II in particular to read it and comment on its findings. Most of your comments are a waste of space being respectively under-researched and distorted. I challenge each of you to read it and respond with balanced comments: it should not be beyond ii's wit to obtain a copy.

The report has helped my understanding in the following respects, clearly from dialogure with Stanelco:

(i) other large organisations have assessed the technology (Greenseal) and management believe that they will adopt next year;
(ii) Wal-Mart's commitment to polypropylene makes it a much bigger decision to convert - hence excluded from forecasts (n.b. does not say that they will not adopt but that it will probably not happen quickly and involves factos beyond SEO's control);
(iii) as reported earlier, ASDA commitment is still there for 200 but quarterly progress is likely be more like 5/35/70/50
(iv) there are 30 models of forming machine, each having to be approached individually; initial transfer can take 2 weeks for each type but thereafter should drop to 2 days
(v) for the first time, what seem to be well-researched forecasts for Starpol are given; these appear to justify a cap. for the non-RF products in the range of 50 million.

It seems to me that the ramping inclinations of PM1 have attracted derampers to this thread, probably repeating battles that they have fought elsewhere. Now that he has gone I hope that they will either go away or back off to a more objective position.

Eric

driver - 16 Oct 2005 17:52 - 11626 of 27111

Dormar
Just in case you hadn't noticed this is bosleys (bos) thread so he can say what he likes so can I come to that, so if you don't like it * off.

bosley - 16 Oct 2005 18:02 - 11627 of 27111

"Dormar - 16 Oct 2005 13:04 - 11620 of 11625
Bosley

I find your posts mostly to be arrogant and rude. And often lacking in logic.

Just contribute want is relevant to SEO and leave out the personal stuff please. "

dormar, i am insulted by your post!!! only "mostly"? i will try to do better and be completely arrogant and rude. also, could you please exemplify where i am lacking in logic? maybe if i google and find 25 articles all saying the price of oil is going to go up you would think i am contributing something relevant.

Brandname - 16 Oct 2005 18:17 - 11628 of 27111

Two articles from Packaging News today:

First one Ferndale, read the last sentence of the article:

"Asda is relaunching its ready meals this winter with new packaging.". This has to be Starpol and Greenseal.

Ferndale run-in with Asda is a sharp warning to all suppliers
Kent-based Ferndale Foods failure to use effectively the Supermarket Code of Practice to protect its 40m business as a supplier of supermarket group Asdas ready meals is a signal that all suppliers to the giant chains have nowhere to turn in the event of a de-listing.
Asda is switching ready meals suppliers from Ferndale, which has been its client since 1996, to Northern Foods from November. Although both companies are in mediation at the request of the Office of Fair Trading (OFT), Asda has already decided it will be using Northern Foods in future.
The OFT has said that the Supermarket Code of Practice does not apply to this case because the business contract and de-listing terms were non-contractual. In other words, they are not written down. However, Duncan Swift, partner and joint head of accountant Grant Thorntons food and agribusiness recovery group told Packaging News: In this industry, contractual terms apply to only about two per cent of dealings. Historically business has been by word of mouth.
The OFT said that it urges suppliers to seek written terms from the supermarkets. In practice, however, they are often afraid to do so in case they are branded as troublemakers, said Swift. When the OFT was asked why it does not put the onus on the supermarkets to provide clear contracts and agreements, the OFT spokesperson said the code was there to ensure transparency to protect the consumer, not the supplier.
This is the codes first real test, but its regulator appears to be powerless in enforcing its spirit on Asda, said Ferndale Foods MD James Logan. About 600 jobs are affected.
Wal-Mart-owned Asda, the UKs second largest supermarket chain, told Packaging News that the retendering process started 18 months ago and that Ferndale could not deliver on the criteria it was seeking. Among these were British-sourced ingredients, including beef, and more authentic recipes. Asda is relaunching its ready meals this winter with new packaging.



Old news but still making headlines:

Aquasol takes product authentication further
Aquasol, part of the Stanelco Group, has created a patented multi-layer laminate labelling system called PulsLine. Following 10 years of research and development, the intelligent, tamper-evident, anti-counterfeit system is ideal for many industries, including pharmaceutical.
When applied to form a seal, PulsLine provides evidence of tampering that can be detected both visually and electronically. It features a security thread derived from the bank note industry, greatly increasing its value as an anti-counterfeit device. It can also be designed to incorporate bio-codes, DNA, RFID tags and holograms for extra security.
http://www.packagingnews.co.uk/newsproducts.php?category=Industry+News

Dormar - 16 Oct 2005 18:22 - 11629 of 27111

In relation to Starpol 2000, it is very interesting to read in the T&G report (p10, 2nd para), that Starpol now has a clear economic benefit over petro-plastic alternatives. Whilst this appears to contradict Stanelco's own RNS ( dated 12th Oct.) which states that the cost of Starpol is "not significantly greater than conventional plastics", ( implying that it is in fact more expensive ), the benefit that T&G refer to could be down to other factors such as Starpols superior gas barrier properties ( leading to a reduced raw material requirement in MAP packaging ), and the ability to recycle offcuts.

Further reductions in the cost of Starpol could be expected as the volume of production increases, due to reductions for volume in raw material costs ( ie NatureWorks' PLA ).

Add to that the environmental benefits of Starpol and the case for switching from conventional plastics becomes compelling.

Put Starpol and Greenseal together, and you have a potentially winning combination.

If Walmart decide to take up this combination, it is not likely to be before they have seen the results of the ASDA Starpol/Greenseal trial, and certainly not before there is FDA approval covering all foodstuffs in North America. They will also need the ability to supply the kind of volumes of Starpol that Walmart would require. The T&G report believes the blending of Starpol would be sub-contracted to a third party. All this will take time. So any Walmart announcement is, in my opinion, some way off.

If such an announcement does come, it will likely lead to profound spike in the share price!

Brandname - 16 Oct 2005 18:29 - 11630 of 27111

Which means that if the packaging news is Starpol and Greenseal, then Northern Foods are adopting the technology which some of the other bashers on this sight and other sights said was not happening, obviously a problem with Greenseal etc etc, this was why the Share price was plummeting.

Looks like not !!!!!!!!!!!

iturama - 16 Oct 2005 18:38 - 11631 of 27111

Brandname.
I can only assume you that you have a direct line to PM1. I have no problem with that, Paul overreacted to criticism but I preferred his enthusiasm to some of the bashers around here.
At the end of the day, it is the company that will make this share move - for good or bad.
Must add that we have tried Aquasol and we were impressed by its ease of use and performance. Bought it at Asda at a very competitive price. We went back for more this week but nothing on the shelves.

Brandname - 16 Oct 2005 19:22 - 11632 of 27111

ITURAMA

My last post was nothing to do with PM, although I did send him a copy of the article.

hewittalan6 - 16 Oct 2005 19:59 - 11633 of 27111

ii,
In that case you are a complete tosspot (IMO DYOR). You can claim that it is "your interpretation" of an RNS and "Your opinion". yet you allow no-one else that defence. They are lying morons of the worst kind. Is this one of those irregular verbs. You know the ones. I have an independant mind, They are eccentric, you are completely round the twist. Sticking IMO at the end of any trashy piece of tosh is not a defence I would expect from anyone whose IQ was beyond the need for decimal places.
Can you please, and I know this asking alot, keep a balanced view on this share. The regular posters (Boz, EWR, Andy, Bazza et al) manage to raise concerns where and when necessary, and delight in progress when that occurs. The thread is stringer and better for it. There should be, and is, no place on here for out and out rampers, and boo boys.
Any serious comment, good or bad, is welcome as we all need occasionally to pause for thought and wonder, what if? I welcome input showing the potential downside and believe I am a better investor for a curb on my natural enthusiasm, but twisted facts from someone who has either a different agenda or a serious mental health problem are not welcome. Either get with the programme (God I hated using that) and give balanced views and questioning, or go, and don't come back to a share you claim you have no pecuniary interest in.
Alan

stateside - 16 Oct 2005 20:04 - 11634 of 27111

Stanelco PLC (LSE:SEO) 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.

Should be a very interesting week ahead.

Price way above 20p, within fourteen days, is my personal guess.

But please do your own research. That means reading the company's RNSs, Annual and Interim Reports. Don't be put off by weirdos like ii. What a sad, sad loser that guy is.



stateside

Dormar - 16 Oct 2005 20:06 - 11635 of 27111

Bosley

What I find extremely irritating, is the tendency from some people on this thread to
keep offering their sometimes ill-thought-out opinions on PM1. You earlier referred to those who wanted him reinstated as needing to grow a brain. Well, I have a brain thanks very much, and I dare say it's no less capable than yours. I want PM1 reinstated because I think this thread is all the poorer without him. His research I found valuable, and his opinions I found interesting.

Whilst the pace of his postings was sometimes overwhelming, I was able to quickly and without any drama, skip those I didn't want to read.

You also intimated that now us followers were not not being spoonfed research, we would could do our own. Presumably we are going to see an increase in research posted by your goodself?

The concept of ramping/deramping is also completely misunderstood by some on this thread. Saying that one believes the share price could be 20 in x years based on x conversions at x royalty is NOT ramping. It is SPECULTION. It is speculating that x machines will be converted in that timeframe, that the p/e ratio will be x (Evolution assumed 24 ), and that the royalty will accord with broker estimates
(35k)

Conversely, the offering of a negative opinion, is also only speculation, and does not constitute deramping.

True ramping/deramping might be difficult to define, but it is normally quite obvious when you see it. It involves making claims of fact that are unverifyable, with the intent of influencing the share price. This might include a statement to the effect that ASDA are pulling out of the Greenseal deal. Or that friends in the know have told you that the RF conversion kits are a radiation hazard to the machine operators, and that Greenseal is therefore dead in the water.

It can also involve the posting of information that is clearly untrue. This will not matter to a deramper, because his/her goal will be to engage as many people as possible into a pointless discussion about the negative, whilst preventing you from discussing the positive. Sham and ii are experts at this. And there isn't a great deal that can be done about it. It should be the job of the adminstrators to stamp on this kind of thing, but they are often ineffectual, and rarely know as much about the company as you do, and are therefore unable to sperate fact from fiction. However, even if you knew nothing about Stanelco, the antics of Sham and ii are blindingly obvious, and their continued presence on here is a sad indictment.

So PM1 is not a ramper. He has made the odd mistake that he has not retracted. But I think that owes more to the vitriolic way these matters were brought to his attention. The vast majority of what PM1 posts can in no way be described as ramping, and to try and make out that he is somehow the flip-side of blatant derampers like Sham and ii is simply ludicrous.

By the way, Sham and ii are not the usual dreampers. They are not, in my opinion, trying to lower the shareprice for profit. They are here simply because they are Bioprogress shareholders, and they hate Stanelco.



Dormar - 16 Oct 2005 20:11 - 11636 of 27111

Driver

Your post to me was purile. I suggest you grow up.

Mr Positively Mad - 16 Oct 2005 20:14 - 11637 of 27111

hewittalan6 - 16 Oct 2005 19:59 - 11633 of 11634
ii,
In that case you are a complete tosspot (IMO DYOR).

Can someone explain to me why a perfectly normal ,and I have no doubt respectable,poster as ii , can be subjected to rants from a dozen other posters, which would gain them a bloody nose in `real life`.
Ah, he has mentioned the word "short" has he, that explains it, again can someone explain why shorting is condemned by the less aware on every bb in the UK?
Do they really think (the longs) that it is some scheme to take their money away?
I would suggest a visit by them to the excellent MAM (free) investment days, when their ignorance will be countered

ps I believe that Bullie can go short when aroused!

Mr Positively Mad - 16 Oct 2005 20:16 - 11638 of 27111

spelling please it is

P U E R I L E

from the Latin `puer` a boy

ptholden - 16 Oct 2005 20:16 - 11639 of 27111

Dormar

'PM1 is not a ramper' 'odd mistake' !!!!!!!!!!!!!!!!

God help us.

PM1 is one of the most dangerous posters on financial BBs.

Wake up, smell the coffee.... and that is a very polite way of expressing my views on your post

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