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

hi all
does this make sence .wm are going green .nw packageing is not green
still needs sp. tretment why not buy seo .you can put waste straight into
the bin .is this to easy or i;am wrong about this

Agree with you, on the surface it does look as easy and as simple as you say.

Champion Inversor starts again monday

And thats where I'm puzzled and troubled, greekman. Everything seems to be just right and yet there is no fanfare and no announcement of any definite link up, order or anything else. Every fibre of my soul tells me that these things take lots of time and patience, especially as we are dealing with capital equipment in Greenseal, but I am left with a nagging feeling that something, somewhere doesn't quite fit, and that is the reason why the reports are always just vague enough to keep us guessing.
I am a long term supporter of this stock and perhaps I have caught a dose of Bazas paranoia, or it is symptomatic of my impatience.
I will put my finger on what is troubling me, but like all the best detective novels it will be on the last page!!
Alan

Might have a bit of fun trading SEO: long, short, long, short long - in Champion Investor that is! Been learning the art from our traders. Is there a measure that compares stocks on cumulative % movement - SEO must rank highly.

Sorry sd didn't pick up on my allusion to double bottom. Didn't you see the Gillian Carnegie at the Tait in Tuesday's Times?

Eric

Just posted this on FYB, may clear some of the confusion up, unless I am totally wrong, but this is my take on the whole thing, whats everyone elses ?

Wendy and all, sorry to repost my post of yesterday, but reread the below Press Release. I agree that Biotec purchase from natureworks the Polylactide which is the largest component of Starpol 2000, no questions there what so ever. However re read the below, it tends to suggest that Natureworks are adopting the Starpol 2000 blend of material and will be marketing it as a Natureworks product. Does anyone else agree or disagree with my inturpertation of the below. If that is the case then it is not confusing whatsoever. (N.B. SEO are an IPR company, they own the IPR to Starpol (Biotec does not own the IPR to Starpol), Biotec is just a company that manufactures Starpol (forget that SEO own 50% of Biotec), SEO could have done a deal with any manufacturer in the world to manufacture Starpol under license, they just went one better and bought a manufacturing plant to manufacture Starpol. SEO can still license the manufacture of Starpol to any company in the world as SEO own the IPR to Starpol, including cargill / natureworks who are a manufacturer)



From the Orlando Business Wire release a little while ago:

Snehal Desai, NatureWorks LLC commercial vice president said, "We are delighted with the diversity, functionality and competitiveness of the Starpol 2000 range of products and believe the marketplace will welcome this broad extension of offerings of NatureWorks PLA based materials."

Therefore I think that Natureworks supply some ingredients to Biotec who then produce the Starpol. I think Natureworks are going to possibly be using some of the Starpol 2000 in their own range of products (above snippet of the news wire tends to suggest same", which is what I think the News if any will be tomorrow. Secondly Starpol is the only PLA based material that can be used in MAP packing and requires "Greenseal" to seal it. I think once the US Government has approved it for use, then Walmart / Natureworks will release a further press statement titled along the lines "packaging development etc etc"

Biodiesel Biobased News

Stanelco Signs Supply Agreement with NatureWorks(R) LLC; NatureWorks PLA Largest Component of Stanelco's Starpol 2000 Biodegradable, Compostable Plastic Materials
ORLANDO, Fla., Sep 23, 2005 (BUSINESS WIRE) -- Stanelco, the UK-based radio frequency (RF) applications group, has entered into a supply agreement with NatureWorks LLC, Minnetonka, MN, a wholly owned subsidiary of Cargill Inc. The agreement covers the supply of NatureWorks PLA, (Polylactide, a starch derivative), which is the largest component of Stanelco's recently announced Starpol 2000(TM) range of biodegradable, compostable plastic materials.

This relationship will materially assist commercialization of Starpol 2000 into Stanelco's target application segments. It is planned that a minimum of 15,000 tons of Starpol 2000 will be produced and sold within the next 12 months.
Starpol 2000 is available in a range of blends that can be formed into sheet material for products such as short shelf-life food trays, modified atmosphere packaging (MAP) trays and blown films for a diverse range of products including carrier bags, compost bags, waste bags and agricultural films.

"This is a landmark agreement that further demonstrates the materials created by Biotec are both ground breaking and commercial. We have been actively carrying out pre-production runs of the material with a number of major corporations in both Europe and North America. Starpol 2000 has demonstrated a functionality far beyond any other current biodegradable alternative and at an overall cost that is competitive with the existing plastics used in our target market, namely food packaging," said Howard White, president of Stanelco Inc. and Stanelco PLC group managing director.

"Just as importantly, the material is also easily sealable with our GREENSEAL(TM) technology project which continues to progress well and will enable us to offer a complete biodegradable, environmentally responsible packaging solution at a competitive cost," said White.

Snehal Desai, NatureWorks LLC commercial vice president said, "We are delighted with the diversity, functionality and competitiveness of the Starpol 2000 range of products and believe the marketplace will welcome this broad extension of offerings of NatureWorks PLA based materials."

About Stanelco PLC

The Stanelco Group of companies (the Group) has brought together expertise in radio frequency (RF) technology, RF applications and biodegradable material sciences to create a revolutionary range of packaging technologies.

Stanelco's philosophy is that new products and processes must offer solutions and applications which:

-- give higher added value,

-- are greener, more environmentally sustainable than those they replace,

-- and have protectable intellectual property rights.

Stanelco was founded in 1953 and is a world leader in the development of radio frequency technologies for processing polymers for edible and packaging applications and the design and man



Edited by truckingduck on 20-Oct-05 at 17:01

greekman
hope nw are going to make and sell starpool to wm
this would make sence .and be good for seo and all of us
best of luck 123

Alan

Nearly bedtime here so am concerned with your potential insomnia. It may be that you should count Baza's 497696 sheep - could have been SuDoku but can't have the 6s in one line!

I think the story is simple so please correct me if wrong. Biotech have a contract to buy Natureworks PLA and combine it with other ingredients to make Starpol. Starpol will be more expensive because of the added cost but will tackle applications that Natureworks end-user products cannot. So SEO do not compet with NW. NW have a contract to supply WM for applications which do not need Starpol. This is seen as a first step away from petrol based products. Given that ASDA are to use Starpol with Greenseal then this is likely to be a later step for WM though not imminent.

That appears to be the current picture. It does raise questions - given the size of Cargill and Stanelco's preference for working with partners, might SEO prefer to market Starpol to end users for non-Greenseal applications via NW?

Eric

Brandname

Your post had appeared by the time I posted mine. I don't see any indication that NW are taking, or planning to take, Starpol from SEO. The applications they are covering don't require Starpol. Their enthusiasm for the supply contract with SEO is justified as taking their own PLA into other applications. However, given the size and clout of Cargill the future could be interesting.

Eric

Eric

It was only my take, however Starpol can be used for the same uses as Natureworks current product, therefore potentially competition, as it certainly looks as though Starpol blend is better than the Natureworks Product. Therefore Cargil must realise this so why supply the core ingredient to Biotec to make Starpol when it could be in direct competition. Natureworks have also admitted "We are delighted with the diversity, functionality and competitiveness of the Starpol 2000 range of products"

I am sure we will all find out in the long run.

Hi Brandname, youve got it!

Seo have been applying Vodaphone type stratergies.

Biotec were going bust - pre-takeover profits were only 0.1 M EUR per annum.

Seo had the RF Technology, Biotec had the IP for the film and the market. So rather than wait for someone else to step in, SEO have total control of the IP, and 50% of the manufacture and marketing. As with Vod, SEO are selling off the IP etc. they dont see fitting their portfolio of IPs. viz cig. filters. Also Seo o/hds. and risk factors are relatively low.

As mentioned VOD have been very successful with this strat. They are Now the Biggest Co. in the UK, and Europe, and in the Top 10 in the world!

Good luck
ynot

Brandname

More confusion?
NatureWorks LLC's PLA has been around since 2003. When they launched PLA they thought it would be worth mentioning its Non-PET properties. With all the Kyoto etc. Green issues around, its "Biodegradability" is being promoted - "another Me Too"
Cargills Inc. issue green certs for both the PLA resin films and PLA pellets,used in semi-rigids, - bottles and the trays like deli clamshells. These certs include the reduction in carbon emmissions etc.

Recycling - No, the semi-rigids have to go to Ohio or be returned under their "Buy Back" scheme.

Benefits - with respect to Carbon emmisions - inc disposal - very limited. But may have advantages over Pet based packaging with rising oil prices.
Overall Starpol 2000 film is a much better product than anything NatureWorks produce

Dont get confused.
SEO take Cargills resins and using SEO's technology produce a film from it that can be Heat Sealed onto trays, made into plastic bags, fitted with a Tamperproof Label, etc. etc. All using SEO RF technology. AND IS FULLY BIODEGRADABLE. because it uses the Biotec process which has patents owned by SEO!

NatureWorks have an agreement with SEO to supply Starpol 2000 and a licience to use SEO's RF Greenseal technology.

NatureWorks are supplying Starpol to European Supermarkets

When Starpol is fully approved by the US FDA - NatureWorks may supply meat packaging etc. to Marts in the USA.

See also my earlier post.

All in MHO - DYOR
Good luck

Cheers ynot, glad someone else gets it as well.

Why can't Eric relax on his holiday and not spend his time on the SEO thread. Moreover, he was caught, not with his pants down, but reading the FT. In particular, an article on risk. So I thought I would have even more fun and post some comments with regard to risk in investing in SEO.

Risk assessment comes easiest with 20-20 hindsight! Buts its helpful to start there. First cfd in SEO in Jan at 6.2p. Risk seemed tied in with court case with B**G. Cap about 40m pounds. Upside potential was clearly Greenseal and trials with ASDA had started. A lot of enthusiasm on this thread. Positive evo. figures I seem to recall. A one-sided risk with potentially huge upside and very little downside.

So I got that right: made and spent quite a lot of dosh. But lets fast-forward to late may: there was already specualtion around re WM. The ASDA trials hadn't finished though we had originally though that would happen in one month by end April. Cap up to 270m on release of a disappointing RNS one Monday morning. Huge risk in retrospect as there was no real cover for the cap. OK, Evo were predicting 30p and higher based on 1000 Greenseal machines but, for heavens sake, we were still in the trials. So lost quite a lot of dosh and still licking my wounds.

My point is that the investor has to keep appraising the risk just as a trader except the criteria may be somewhat different. In the absence of earnings measures then we still need to say whether the cap. is reasonable. The main way I would see of doing that is using forward pe plus, not just a single forecast line but a pessimistic - optimistic or worst likely best scenario. T&G give a realistic and quite conservative viewpoint that suggest a forward sp of 21p next year but some of that still needs to be proven. We can be confident, because reiterated by ASDA, in the 200 Greenseal machines but that is equivalent to only 5p on the price. I am happy to double that to allow for other sales. Starpol is still an unknown quantity. OK with that and the other products coming though we might get another 5p so an sp of 15p is reasonable. Then we need to ask what the charts are saying. Still in a downtrend although showing some signs of stabilisation. Still possible that the low of 12p will be tested. I suspect that upside and downside risk are about balanced in the short-term. I remain very bullish of SEO in the 6 to 12 month view but that needs a change in fundamentals. The best thing for the investor is for that news to gradually unfold so that sentiment gradually changes and there are plenty of chances to buy in or add. The big risk of missing out is that the news is dramatic enough to change market sentiment overnight.

Comments?

Eric

Have just read the TB update for RHPS re SEO.
Nothing new, mention of the brokers report and that in his opinion it is based on a conservative estimate of SEO's future prospects. As an INVESTOR in SEO MEDIUM to LONG TERM , Im happy. time for beer!!!!!

shamona
i am sorry to be a day late repling. but NONE of my posts are abusive. all i did was to point out that your statement wrt the share price graph you posted was inaccurate.

anyone who can find a post from me that is abusive ( MAM parameters ) and i will donate 10 a word to children in need.

now thats off my chest i have some concerns......

rhps are still bullish ( i am sure their stance will be posted by someone who doesnt care if they lose their subscription )

i bought today ( not many but 2ks worth ). the bid/offer was 16.00/16.25. my quote was 16.19. the offer went to 16.5 but my online quote was still 16.19. its a favourite ploy of mms to raise the offer to entice buyers.......have to wait now to see if a large seller emerges.

Oh no but I have to award ii his most sensible post to date, 11939 said:
bugz - 200 conversions does not support the price at this level - it does not support a 10p price - i am sure the bears will raid again - if the chance comes - and ramping does have an effect with SE0 - even sham was back in today just in case of news - but the ramping only helps traders - what is ramped up - will be shorted down - so - as is SEO now - its an excellent traders stock - you can go long and short and long and short and make a fortune trading it up and down - this will only stop - when its fundamentals improve - or the price falls to where its fundamentals are - and jam tomorrow is not a fundamental.
No slagging off just stating what is blatantly obvious, SEO has become a traders stock and investors should be buying on the dips.

andy
i totally agree
the problem is noticing the dips
i was itching to but at 13p but there was no support. uuuuuup she goes. any companies out there making time machines?

Why did I say that??? Because he's right, 200 machines does not justify the current sp, they need more and a deal for Starpol, and Eric also agrees.
Predicting last weeks RNS was easy, probably lower odds than Chelski winning the premiership but it worked, especially a week before a packaging conference as the sp recovered in the anticipation of something major from US, maybe an RNS tomorrow? I personally think the clearest picture of how successful SEO will be will emerge early next year, not the results for 2005 which we know will be a loss but a market update on the Asda Greenseal agreement. Starpol is also becoming SEO's Greenseal ticket because the film cannot be heat-sealed.

The T&G report to me is both conservative of possibilites and at the same time has many "expected but yet to be confirmed assumptions" in predicting the future sales/profits and EPS which ultimately means sp once the share comes out of hypeville and bashville.
Right now the sp has 2006 already in it with more added on so no news soon and I predict another down-trend for a while, was 12p good support or didn't it have long enough to test due to the RNS and impending conference?

In case you wonder, still have my shares in certificate form for long-term bought at 5.45p but still none in my nominee account which once held 2/3rds of my holding in SEO. If I had bought at 12-13p for nominee last week I'd have sold at 18p this week, classic borson week for me. Good Luck.