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

You can get access to the article via the headers at the top of this page - but basically Alistair Hodges is reviewing Eric Magnuss's Portfolio in the "My Favourite Five" feature and recommends that Eric who is 88, should sell SEO (at 13.5) as he thinks that the share has been hyped on the back of the Asda deal and he is not convinced that the sp will be much better after all the dust has settled.

I wonder what Alistair is thinking today - now that he can get 16p for them !!!!

Baza

Morrisons asks for six months' grace
Nick Goodway, Evening Standard
20 October 2005

A snippet from the article.

BRUISING price wars between the supermarkets saw Wal-Mart-owned Asda coming out worst in the latest figures from industry benchmarker TNS.


Asda's share of the UK grocery market slid from 16.8% to 16.7% in the 12 weeks to 9 October as Tesco shot up to 30.3% from 28.1%. Sainsbury's and Somerfield showed marginal gains at 15.6% (15.4%) and 6.0% (5.7%) respectively. Morrisons is still struggling with poor comparative figures a year ago, showing a decline from 13.4% to 11.4% but up from 11.3% last month.

IMHO Asda need greenseal/starpol to roll out even more urgently to enable them to regain a few points. Every saving where a percentage can be passed back to the customer is vital.

Am I the only person on here who has missed a couple of points?
Just been browsing Pauls Stanelco site, for the first time ever (so much for me practising the DYOR bit!).
Two things are mentioned that I was totally unaware of and I am not even sure if they are years out of date or recent, so help me out guys.
1) BNFL have RF machines for installed for sealing gauntlets?
2) Sainsburys were looking to launch soup in Starpol packets, where the packet dissolves in the water and becomes part of the soup.

Have I misread these items, or did you lot already know about it and both things have died a death?
Feel a stupid day coming on here in Leeds!
Alan

Morning Hewittalan6

Never heard anything re 1, but RF sealing has been around for some time in one form or another. Item 2 was muted several months ago along with the idea of others where the items from soup to washing power packaging would dissolve with the contents to save packaging waste and be more convenient. To my knowledge these trials are ongoing along with the other multitude. I stand to be corrected if anyone has more recent updates.

The BNFL stuff is part of their old business and just about pays for itself now. This is nothing to be concerned about. I thought it was clearly spelt out but on checking the closest reference was from 2003 results:

Waste packaging

Stanelco's RF sealing technology enables customers to seal hazardous materials
in industrial grade plastic bags. Unlike heat sealing and other RF methods, we
can seal through liquids, dusts and particulates without burning the plastic to
produce a high integrity seal. We continue to anticipate sales from our new
waste packaging equipment in excess of 1m during the current year and have
received enquiries in excess of 4m.

We have also developed, fabricated and sold the first large scale version of
this equipment for sealing drums within industrial grade plastic bags - we have
in excess of 500k of enquiries for this version of the equipment.

During the second half year we expect to make our first overseas sales and to
begin benefiting from maintenance and service income as warranties expire.

Page 5 of 7 if you wanna know more Alan.

http://www.gloveboxsociety.org/files/tech_library/tech-11.pdf

I just read all the post from last night theres a lot of analysing going on about who is supplying who, even though I run the Research Page I can not suss it out myself there has been so many announcement this year its no wonder we are all a bit confused. What I do know is that SEO are thinking very big take a look at the SEO statement regarding French government decision to eliminate all non-biodegradable plastic bags by January 2010.

Biotec has the capabilities to pioneer, innovate and commercialize biodegradable plastic bags. With the support of its owners Stanelco and SP Metal, Biotec is well placed to benefit from the policy and will be able to gear up manufacturing and have the capability to meet the demands of the French market by 2010, which will be in excess of one million tons.

Its all on the Research Page.

http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread

Thanks Bema and Greekman,
Told you I felt a stupid day coming on!!
I just have a nagging feeling there is an important part of the jigsaw that is out there and i just haven't spotted it yet. It could be good or bad, but I can't put my finger on it.
Both applications were something of a shock to me as I had considered neither, but the gauntlets one was more of a tease as this is an application that has nothing to do with biodegradability, or costs, but purely about the integrity of the seal, and the BNFL report mentions Stanelco specifically as the supplier of RF sealing equipment.
Still think that Starpol will be the headline act, but finding it all a bit blurry now as to what is marching onwards, what is generating cash, and what is considered a high hanging fruit. One would have thought the soup was less of a low hanging fruit and more of a windfall, just needing to be picked up!!
alan

I would think a simple email to HQ would sort that out Driver. Maybe i should offer to compile another set of questions? Its been a while since i last bothered Howard.

Good idea Bema - shame we didn't have all that ready to give him some reading on the red eye from Philly!!

I have loads of questions I would like answering but firstly, most of them may appear a little ignorant, or even stupid, and secondly, I think the answers may be a touch enigmatic and just make me want to ask even more questions.
Having said that, knowledge is power and if you do compile a list, let me know and I'll make a few offerings.
Alan

Well last time, on behalf of FYB he couldn't answer around half the questions but that is fair enough as far as i'm concerned.

Can i set up some kind of personal messanger with MAM as i don't want to clog the thread?

Morning all.

I agree with Alan re the next RNS. I'd be suprised if something comes out before the end of the 30 day agreement with ASDA-UK wise at any rate.

US is more of an unknown quantity. The traders are indeed having a field day! Very rocky for the PI who are sticking with it longterm. (Sigh)-its one of those days!!

morning all. alan, at the moment there is very little generating cash, which is why there will be another set of losses announced in the next results. all the broker notes predict this , so the market will not be surprised by it.

Hi all,

I can't get the MAM messenger working so please post questions for HQ to the board.

I shall write up the letter Sunday evening and post Monday AM. I won't be about Fri or Sat but i promise to read up and include all genuine contributions from here and FYB.

Bema
Just set up a new thread titled (Subject) Questions to seo, click on investors room, then create topic, put seo in the epic box so it stays on the seo page.

Thanks driver, will do.

Is it me or could there be a large buyer out there?

You mean the one that keeps snapping up the offer at 16.25? - yes - I think so

Now 1:5 @ 16 : 16.5 and 50k v 424k

That's the chap