bosley
- 20 Feb 2004 09:34
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
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
someuwin
- 16 Oct 2005 20:26
- 11640 of 27111
From PM1 ...
I think I have found one of the Starpol 2000 products that will be announced next week !!
Looks like another good product for Stanelco ....
http://www.patent.gov.uk/patent/notices/journals/2005/6072.pdf
Stanelco RF Technologies Ltd and Emco Packaging Systems Limited
Absorbing systems
Date Lodged:
25 Aug 2005
GB0517347.1
EMCO Packaging Systems are specialists in Active & Intelligent Packaging, Oxygen Absorbing Technology and the supply of Diagnostic Equipment including Gas Analysis and Leak Detection Equipment.
http://www.emcouk.com/
ATCO Oxygen absorbers / Scavengers
EMCO supply the only European manufactured Oxygen Absorbers (scavengers) which are available as a complement or as an alternative to MAP techniques.The ATCO oxygen absorber comes in the form of a sachet, self adhesive label or rigid thermoformed "Oxycap". (see below)
Once a product has been sealed with the O2 absorber inside, the absorption process takes several hours to complete. At the end of this period, the level of oxygen within the packaging has been reduced from the 20.9% normally present in air to less than 0.01%. The absorber continues to work both on the oxygen present within the food itself and on any which permeates through the packaging until the food is used. As well as preventing bacterial growth the O2 absorber eliminates the oxidation which can adversely affect the flavour, odour, and colour of a product.
http://www.emcouk.com/Oxygen_CO2Absorbers.shtml
---------------------------------------------------------------------------------------------------
From my research of the last few years ....
---------------------------------------------------------------------------------------------------
MAP currently has the monopoly on shelf life extension technology in this area and this is set to continue. It is generally thought that active packaging technologies will be used in conjunction with MAP rather than as an alternative to established barrier technologies. In MAP applications oxygen scavengers are able to gobble up oxygen that can build up over time. Pira notes that it is unlikely that new players will emerge offering combined MAP/oxygen scavenger systems, rather that converters will continue to develop ties with active packaging technology suppliers
---------------------------------------------------------------------------------------------------
A recent report, 'The future of Active Packaging' {available from Pira International, priced 2500, tel: +44 (0)1372 802271}, goes some way towards shedding light on the direction that the technology may take.
Based on its own industry surveys, Pira valued the 2001 market for active packaging technologies in Japan, the US and Europe at $1.18bn. Japan, unsurprisingly, has the lion's share of the market, with the US and Europe gathering pace.
Pira predicts that the active packaging market as a whole will grow by 14% per year between 2001-2004, reaching $1.73bn by 2004. Growth is then expected to accelerate to reach $2.6bn by 2007, spurred on by continuing acceptance of oxygen scavengers and anti-bacterial films . Preservative releasers are set to represent the fastest growing area of the market beyond 2004, as the use of antioxidants to prevent microbial activity is accepted into legislation.
Of all active packaging technologies, oxygen scavengers appear to hold the greatest promise at present. Across active packaging technology areas the market for oxygen scavengers is forecast to grow by over 20% per year between 2002 and 2005, with volumes rising from around 14bn units world-wide to nearly 25bn units. Similar growth rates are anticipated for moisture absorbers, while adoption of less developed technologies will lag behind in the short to medium term.
The advancement of the UK chilled cabinet makes this a key area of growth opportunity for active packaging suppliers. The UK accounts for 75% of sales in oxygen scavengers, boosted by the popularity of premium, deli-style meats that are expensive enough to justify the added cost. Here, the scavengers prevent discolouration and degradation of meats such as salami, which is sensitive to oxygen.
With the Western European ready meals market now accounting for 9% of all chilled foods sales, this too is an application area that holds plenty of potential for oxygen scavengers. According to Pira, usage of active packaging in ready meals is forecast to grow by 31.5% between 2001-2004.
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chippy2
- 16 Oct 2005 20:26
- 11641 of 27111
Looks to me that PM1 bought order to this thread !
If you dont like what you read, just filter them.
who is this ii chap anyway ?
hewittalan6
- 16 Oct 2005 20:35
- 11642 of 27111
Mr PM,
ii has never said he was a shorter. He has said that he has no financial interest in the share at all. I have no problem with shorters, you pay your money and take your choice. I do have a problem with outrageous lies, however. ii has baltently told untruths on the boards, expressing them as factual, and hoping that he can cover his sorry ass by putting IMO at the end.
This will not wash when he states that Starpol HAS failed FDA tests. In the fullness of time, it may do exactly that, but that is not what he said, meant or implied.
I do not care whether he believes it to be the worst investment since the south sea bubble, or the best since Microsoft first listed. what I care about is the quality of this board and it is not served by lying. It is only served by genuine people offering genuine and reasoned arguments both for and against the share, making other investers research better and more thoroughly, and make a more informed choice on what to do with their money.
Alan
Mr Positively Mad
- 16 Oct 2005 20:36
- 11643 of 27111
All I ever saw PM do was Google around and cut and paste the results.Anyone doing serious research wouldn`t post it anyway, its an ego trip he is harmless, just an obsessive.
Some say he was paid by SEO, well Oblomov did, perhaps he was right,or perhaps that was jealousy, Oblomov is pretty creepy anyway, fear of libel probably stopped him going further with the accusation.
Live and let live is best.
Mr Positively Mad
- 16 Oct 2005 20:40
- 11644 of 27111
Nah, "lying"??
All bb`s are based on " being liberal with the truth", its all guestimation, if you post " this is going up" its a lie, you don`t know. ditto in reverse.
Only the site owners make on bb`s, (well they and the advertisers) directly from them .
Its a pastime, treat it as such.