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

ii
just the same as a de ramper then ii

Morning NielsJensen, and all,

Fully agree it's a fair question, although I only think an RNS would be warranted if the answer was in the positive. As no official comment was released prior to the conference I do not see the requirement for the same if it was in the negative, especially due to the tightening of LSE rules. All imho of course.

Morning all.

This issue of the RNS-agree with greekman on this.

I'm pretty confident in a RNS coming out this week or next-there'll be one for sure at the time of the 30-day agreement Re:ASDA-maybe a flurry of news around this point.

Nice little write up.

Walmart ups Biodegradable Packaging Usage
Related News


Oct 24,2005-After a year of research and test marketing, replacing conventional packaging with NatureWorks PLA for just four items, it would translate to more than 100 million containers per year for Wal-Mart Stores Inc.

How will this fit in with Starpol. Will it be the next upgrade for other items.

http://www.foodingredientsfirst.com/newsmaker_article.asp?idNewsMaker=9402&fSite=AO545&next=1

Yes - but still no mention of SEO - were they actually at the conference ???

Baza

My view is taken from a statement from Walmart a few days ago.... Walmart is just beginning to figure out the lifecycle of the new plastics. "We don't have answers for everything yet," she said.

To my mind this could be the mention of ...replacing conventional packaging with NatureWorks PLA for just four items.....IMHO could it be that they are/will look to Starpol for far more than 4 items, if so if 4 items relate to 100 million containers per year, what are SEO/Starpol looking at if they really get going. Speculation I know but the odds for Starpol take up look pretty good.

Could that possibly tie in with the trial period at Asda that is only for 30 days? Or am I into very wild speculation here?
Alan

hewittalan6

As you say speculation, but possibly. NatureWorks PLA may be better suited to some products re moulding etc than Starpol, although for most items particularly film covering of ready meals for which demand is ever increasing in both assortments and percentage of packaging requirements Starpol looks the possible winner. ( Out now for several hours ).

I notice that GM modified corn has been mentioned once or twice in relation to PLA, and by extension, Starpol.

Whilst I have no information on whether the corn used to manufacture PLA is genetically modified or not, my own feeling is that this is irrelevant ( at least in terms of the science involved ).

This is because the starch in the corn is first turned into natural plant sugars, before being fermented into Lactic Acid, which is then used to make Polylactic Acid ( PLA ).

Lactic acid is, well, lactic acid. It is exactly the same chemically whether the the corn was GM or not. It will certainly not conatin any genetically modified plant genes.

Think of it this way: If you distilled the water out of GM oil seed rape ( for example ), it would still be.... just water. It wouldn't be "genetically modified water".

This doesn't mean to say that the ignorant wouldn't seek to mislead the ignorant into thinking that it was somehow GM-tainted !!.

Cheers

D

Baza

I'm 100% that SEO where at the conference.

I agree with your 'speculation' Alan - failing to produce an RNS last week makes me look to the end 30-day ASDA period too. I dunno where Greekman gets the number of 4 or more products for with Walmart, first I've heard of that figure, but if so, great! ;-)

Bugz - I agree with you that they were at the conference - it is just that from all the hype I would have expected to have seen some mention of SEO somewhere - and there has been absolutely no mention of SEO in any shape or form anywhere.

So it begs the question - why were they there. I cannot beleive that they just went to show their wares - there just has to be some other reason - that hopefully will result in some sort of announcement over the coming weeks.

Yes you are right - starting to get frustrated with absence of news - mind tomorrow is Tuesday - their favourite day for RNS's

Baza

Greekman set me off on my train of thought. It is highly speculative and should be taken with more salt than is good for you, but.
What if WM were placing an order with NW for the 4 things mentioned, to gain some sort of exclusivity for a product they really like and want, but were not prepared to buy any more until the results of a trial of Starpol were known with Asda. They would hardly wish to announse to the world that they were dangling NW on a string, and they could be using the trial and limited PLA order to play SEo off against NW, in the negotiating stakes.
This would account for the shortness of the Asda trial period, and the lack of RNS from USA. WM would be in a much stronger position if NW and SEO were ignorant of the position regarding the other, and WM are a famous bully of their suppliers.
Like I said, speculative and IMHO. But it may get someone else thinking who comes up with more realistic scenarios.
Alan

morning all. just to add my tuppence worth. seo were one of many showing off their wares at the exhibition in birmingham and at the conference in usa. so far we have heard of nothing that has come about from the uk exhibition and nothing from the usa conference. i don't understand the need for speculation when all it does is build up false/unrealistic hopes. why not just wait for news?

Alan

This is my scenario.

SEO are negotiating with Walmart to take Greenseal and Starpol. But before announcing anything, three things must happen;

1) The results of the ASDA 30 day Starpol trial must be positive

2) If Walmart are to take Starpol, SEO will have to have the manufacturing capability for the sort of volumes that Walmart might need. ( although Walmart may well wish to have a staged introduction of Starpol in much the same way that they are dealing with natureworks and the phased introduction of PLA packaging ).

3) The FDA must give approval for Starpols use in relation to the relevant foodstuffs. ( timing unknown ).

This could take some time, but doesn't preclude the possibilty of SEO and Walmart announcing some form of tie-up in the meantime.

Could the next RNS be something to do with the manufacture of Starpol in the USA?

D

A sudden flurry of activity.

Now 2: 4 @ 15 : 15.5 and 95k : 400k

A sudden flurry of activity.

Now 2: 4 @ 15 : 15.5 and 95k : 400k

Bosley

I agree with you.

There is more speculation on this board than there is in the shares.

Predateur

hewittalan6

My thoughts exactly, although you have put it in a slightly different way, but it's basically what I was hinting at.

Baza,
The fugure of 4 was in the report via the link. As to my comment re Starpol and the possibility of far more orders than NatureWorls PLA, as has been stated, by me it is pure speculation and is as someone else said to be taken as such, ( with that mentioned pinch of salt ). But reading between the lines ( yes it might be through rose tinted glasses ) it does look promising.

The last view posts have been varied in their contents, many with opposing views, but isn't it great to have all these views well augued ( without the sometimes previously childish comments ). We appear to be all speculating at the moment, probably down to no solid news. Time will tell who is right.

Now 4:4 @ 15 : 15.5 and 245k : 300k

Bosley,

I agree in part, at the end of the day nothing official has been released-however typically, with ANY company, information is seeping out and this points (obviously not the word of God!) to a Walmart deal-we all know this, and hope it!!

If people dont like the speculation, dont read internet BBs!!!!

Obviously we are all going to have to wait for news, but trying to get a jist of possible scenarios is not criminal.... :-)