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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


hewittalan6 - 18 Oct 2005 10:44 - 11766 of 27111

Bugz,
Thats where I think Greenseal fits in the pattern. The difficult part is getting in with a large end user. Ask anyone in sales, the appointment is the toughy and SEO have shown they are capable of that. If Greenseal does exactly what it says on the tin, then ASDA and WM are more prepared to listen to other ideas, and SEO have a direct line to them. If they can get them to use Starpol for the RF machines, then it is no longer a case of getting them to try a new technology and order something that they are unsure about, it is about selling them a use for an existing supply and simple economies of scale will make it more attractive still. If I could take a financial position on Starpol being SEO's cashcow 2 years from now than I would certainly do that. SEo have been cuter than the credit they have been given for the way they have drawn retailers and processors in.
Alan

Bugz - 18 Oct 2005 10:49 - 11767 of 27111

Alan

The only issue Re: Starpol combined with Greenseal is that, for example on the presently converted Greenseal machines at ASDA, they are going to have to re-fit them AGAIN to handle Starpol. This is the real reason that things have been going slower over in the US than I expected. If a company, like Walmart, wants to change over to both, there is no point doing two separate conversions of the same machines. Howard is pushing for this strongly-he wants one conversion, rather than having to try and sell Starpol all over agin.

hewittalan6 - 18 Oct 2005 10:55 - 11768 of 27111

Gotta say, though. The share is somewhat more active today than I expected. I thought it would be quite quiet, until an RNS came, or was obviously not coming.
Guess it must be the borson brigade that Boz and Baza were predicting.
Alan

bhunt1910 - 18 Oct 2005 10:58 - 11769 of 27111

Yes good volumes already - and not even half way through - almost 12m traded

bosley - 18 Oct 2005 10:59 - 11770 of 27111

bugz, i'm fairly certain i read that there doesn't have to be any further conversions to accomodate starpol.

driver - 18 Oct 2005 11:02 - 11771 of 27111

bos
I think you are right the sealing machines wouldn't know if the trays were made from starpol or not they only process the lids not make the trays.

bhunt1910 - 18 Oct 2005 11:02 - 11772 of 27111

Interesting that the resistance seems to have me;lted somewhat (at the moment) with

2:4 at 17.5 : 18 and 200k to 400k

only 25k at 18.25 and 325k @ 18.5

Cazash - 18 Oct 2005 11:05 - 11773 of 27111

bhunt - can you explain something for me - i'm just 'dipping into' several different shares, and notice lots of notes on trading figures (which I guess you are getting from Level 2)

what do they actually mean.

sorry for playing 'dumb blonde!!' but am interested to know...

thanks
caz

Greyhound - 18 Oct 2005 11:05 - 11774 of 27111

We also don't know what is being talked about behind closed doors across the pond, whether or not any announcement is imminent.

lindos - 18 Oct 2005 11:07 - 11775 of 27111

Do you think there will be any interst after 1pm from across the pond?
May be sneak previews?

would be nice

Lindos

lindos - 18 Oct 2005 11:09 - 11776 of 27111

greyhound

sorry I was writing my message as you posted

great minds think alike!!!!!!

Lindos

bhunt1910 - 18 Oct 2005 11:09 - 11777 of 27111

Just picked this up from Paul - I am sure he wont mind me copying avross.

Could this be another greenseal deal - it is speculative - but !


"Wholesaler seals dream deal
Oct 18 2005


David Williamson


Wales' largest independent wholesaler yesterday described a deal with one of the world's biggest retailers as 'a dream come true'.
Asda, which is owned by US supermarket giant Wal-Mart, is to more than treble the number of Welsh products on its shelves as part of an agreement with Castell Howell Foods of Carmarthen.
The Welsh company acquired the regional distribution network for Asda/Wal-Mart in 2003. The supermarket chain has now agreed to carry an expanded range of more than 50 products from 34 different companies in each of its 17 Welsh stores.


Story continues


Home-grown brands stocked as part of the programme include Princes Gate Water, Parsons Pickles, Langford Sausages, Welsh Pantry, The Authentic Curry Company, Tovali, Welsh Brew Tea, Brays Confectionery and Hurns Beer.

This expansion is expected to raise the value of the deal from 150,000 a year to 1m by the end of the year and 2m in 2006.

Employing more than 220 people from its base at Carmarthen, Castell Howell has an annual turnover of more than 40m and more than 3,000 clients. These include the Millennium Stadium, Wales Millennium Centre and the Museum of Welsh Life at St Fagans.

Mike Moran, the food business development consultant who developed the Asda programme on behalf of Castell Howell, said, 'To most independent food producers and manufacturers, getting their product onto the shelves of a major multiple can seem like an impossible dream.

What Castell Howell has done is create a major showcase for Welsh products, allowing them entry into a market place that might otherwise have proven out of their reach.

'As the only distributor in Wales capable of pan-Wales coverage, we are ideally placed to assist these companies in getting their products to such a wide market. A retailer like Asda has stringent criteria in place that it expects all its suppliers to meet, so we have to ensure that companies we introduce to them are capable of meeting demand.

'After all, it is no good us getting a product listed only to find that the producer is unable to cope with demand. That will only lead to Asda dropping it, and I'm proud to say that to date no prod- uct introduced by Castell Howell has ever been withdrawn.'

Kathryn Jones, sales and marketing director, added, 'Castell Howell offers a range of over 8,000 products, a high percentage Welsh-made, so seeing the products on the shelf at Asda is just the tip of the iceberg.

'We are confident that there are yet greater opportunities for business development.'

Mr Moran said, 'This is creating fantastic opportunities for the agri-food industry.'

bhunt1910 - 18 Oct 2005 11:18 - 11778 of 27111

Cazash - no problem - I was asking the same question not so very lomg ago

2:4 at 17.5 : 18 and 200k to 400k

Yes you are correct - figures lifted from Level 2 shows that:

2:4 shows that there are currently 2 MM's or individuals who have Direct Market Access(DMA) on SETS willing to buy your shares at 17.5p (the bid price)and they have an order book of 200,000 shares to fill. Similarly there are 4 other MM's and PI's with DMA who are willing to sell you 400,000 shares at 17.5 (the offer price).

This does not show the entire order book as MM's are obliged to make a book. So although you may think that there are only 400,000 shares available for sale - it is often more.

However - this is a very good indicator normally of which way the market is moving.

If it id 6:1 - it is indicative thet the offer price is likely to rise.

Hope that helps a bit

Baza

IanT(MoneyAM) - 18 Oct 2005 11:43 - 11779 of 27111

As you are all seem to be interested in Level 2 if you would like a free trial for a week, so that you can see for yourselves what is happening on SEO, please e mail me ian@moneyam.com and I will sort this out for you,

Ian

OFFER NOW CLOSED

Nealo - 18 Oct 2005 11:45 - 11780 of 27111

Good Morning All - I see this thread has returned to its old self. I have just trawled through 2500 postings of mostly dross. A pleasure to read Erics summation and to read that he is enjoying himself in Thailand.

Good day to all of the other regulars, Bos, Andy, Driver and to a few newbies.

Just wanted to say that I have used the recent weakness to top up a little - I now have over 2.5 million shares in this company. I dont mean to say that in a big headed way or to put any one down - merely as a statement to show how much I believe in this company and am willing to back this management team - which seems to be doing a competent job of moving the company forward in a structured way.

I too think that StarPol will start to come to the forefront as its potential is recognised - although I am not expecting any ground breaking announcements from Philadelphia.

30p by Xmas? - maybe - but I would not bank on it - I think this will slowly grow over the next 12 - 18 months - but I really could not hazard a guess at where it will stop.

Good Luck to all - even the traders - Regards to Eric and Bos.
We all have different philosophies - its what makes the world go round.

Good day all

Nealo

bhunt1910 - 18 Oct 2005 11:49 - 11781 of 27111

Ian - does that include me - for doing all the advertising !!!!!

baza

Tonyrelaxes - 18 Oct 2005 12:00 - 11782 of 27111

Ian

I would like a rain check on that please - am going travelling for a week or so but would love to follow it as a trial when I return. I will E-mail you then. Thanks.

Tony P

Dormar - 18 Oct 2005 12:04 - 11783 of 27111

Unless I misunderstand, the potential market for Starpol is limited to those applications that Natureworks own biodegradable non-petro plastic ( PLA ) cannot be used in. PLA cannot be microwaved, but Starpol, which consists of PLA and certain other ( secret ) ingredients, can be. hence it's potential use with Greenseal.

Starpol could of course be used in other applications in competition with PLA, but PLA will always ( surely! ) be cheaper than Starpol.

Would welcome others thoughts.

D

bhunt1910 - 18 Oct 2005 12:07 - 11784 of 27111

1:4 @ 17.75: 18 and 100k : 400k

bosley - 18 Oct 2005 12:13 - 11785 of 27111

dormar, i think you have brought back up an interesting point , in that, the supply agreement with natureworks rns is still unclear to me. are seo (starpol) supplying natureworks or the other way round? i got the impression that nw are supplying the pla for starpol in a way that helps reduce the cost of making starpol, bringing it closer to the cost of plastic. are seo then supplying nw with starpol as a finished product?
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