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

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.

Andy,

The combined power of EVERYONE on this board wont make much difference on the sp. We all own a couple of million together.

Whether you think its value is a mid teens price or not is fine-but I know that three MM's are supporting a mid teens price. Heard it from the horses mouth as it were. I dunno how long for, but for a bit.

I think trading on todays situation its at the 10p level-the extra 5p for the possible explosion from a US deal and possible future sales.

I totally agree with the last line of your post-its a traders dream. We need to keep to the dips!

ynotif,

"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."

you have got me confused. when did nw sign up for greenseal? when did nw announce that they are supplying starpol to european supermarkets? why add to the confusion? why not just wait until seo actually announce something?

I think theclue is in nw co statment .the boss of any major company
would not recormend a compedtors product unless they have tested
there products and agreed some sort of deal
there are no angles inthis game or fools
hope for a rsn to clear this up as soon as poss?

CHICAGO (AFX) -- Wal-Mart Stores Inc. went outside its ranks to find a chief financial officer for the international division, naming Wan Ling Martello on Thursday.

Martello is the latest in the revolving door of top managers at the world's largest retailer .

The executive will join the company's Bentonville, Ark., headquarters on Nov. 14. In her last job, she was president of the U.S. division of NCH Marketing Services Inc., which provides management solutions to manufacturers, merchandisers and retailers throughout the world.

She has held other financial positions at NCH and was a corporate controller for Borden Foods when it was owned by Kravis Roberts & Co. She also held various financial posts at Kraft Foods Inc.

Martello replaces John A. Lewis, a senior vice president who left Wal-Mart in June for a similar job at Safeway Inc.

no 7am RNS news about a deal with Walmart - could see a big SEO sell off on what could be - a very red Friday -

indicators say - sell off - not complete - on pause - for yesterday - resume today - ?

Bosley
Sorry to add to the confusion havent got time to post all of the info but here are the salient pastes from my files.

2/07/2005 SEO announces
SEO and SP Metal own Biotec SEO has the golden share. You may think that they are competitors but NB.
SEO is a IP Co specializing in Packaging and RF Technology only. (Full Stop) SEO do not manufacture Starpol film. They own 50% of Biotec who make Starpol 2000 pellets and resins.
SP metal is a converter of Biotec pellets into packaging products, ie plastic bags and films.
SEO call the Biotec film Starpol 2000.
SP Metal call it Biodegradable film.

Note the Road Map:-
19th July 2005 Stanelco confirms Mondini as Partner for Greenseal. (G. Mondini supply tray lidding machines to NatureWorks LLC etc. (Not in USA as far as I know)

Jul 26, 2005 (BUSINESS WIRE) -- Stanelco Inc., the American subsidiary of British-based Stanelco Group (UK:SEO) , has received a conditional commitment from joint venture partner SP Metal to buy 10,000 metric tons of its new biodegradable resin material, Starpol 2000(TM), for $25 million a year

30 August 2005
Stanelco PLC ("Stanelco" or "the Company") Supply Agreement with NatureWorks LLC
Stanelco, has entered into a supply agreement with NatureWorks LLC, for PLA which is the largest component of Stanelco's recently announced Starpol 2000TM range of biodegradable, compostable plastic materials. A minimum of 15,000 tonnes of Starpol 2000TM will be produced and sold within the next 12 months.

Friday, September 16, 2005 (PR for NW Trial)
NatureWorks PLA Helps Delhaize Extend Environmentally-Friendly Packaging To Belgian Customers - Environmentally-aware consumers in Belgium can shop with good conscience at Delhaize supermarkets thanks to the introduction of fully compostable packaging for selected fresh produce.

NB NatureWorks have been supplying ordinary PLA packaging solutions to Delhaize for 12 mths.

The difference of 5,000 tons of Starpol in the figures above may account for the Asda contract.

Advanced Energy Industries Inc and Premier Technology may also be players in this charade.

SP Metal is a very large Co but probably has the worst PR. You can try to email them for clarification of where the 10,000 tons of Starpol is going, but dont hold your breath. They appear to operate on a need to know basis.

I know that packaging is now stanelcos main buisness, but I was wondering if the growth in japan might support the communications/. electronics side of the buisness and improve revenue From memory that seemed to be were a lot of their buisness came from. Does anyone elsa have any thoughts? Or have I got it all wrong!!!!

Lindos

Morning all.

Its not often that I agree with ii, but I think that the price is heading south now until a really positive RNS appears.

The results of the ASDA Starpol trial is two and half weeks away. Lets hope that we don't have to wait that long for something to bite on.

The oily one

Bema,
May be a bit late to add, but I am intrigued by the possibilities of the dissolvable sachet that sainsburys were to use for soup. Can't think how to phrase the question, but are there any movements or developements either on that front with sainsburys or any signs that this may be discussed with the Knorr/Heinz type companies, or even discussed with MOD type establishments as better field supplies?
Its another one of those where the possibilities just keep adding up and since the product is, in effect, developed I can't understand the quietness on that front.
Thanks,
Alan

Soup packets were always going to be low margin, low volume affairs; would a customer want to put a whole packet into a cup as well?

Hygiene reasons for me would make this a no!