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

Just a bit of fun, I got this post on this site from Jul 03 this petralva had a bit of vision dont you think.

petralva - 15 Jul'03 - 18:19
I bought a few thousand in this on monday a long term investement mind you
down a bit today due to some profit taking i think!
anyway the upside looks positive from where i am standing,with land fill sites running out and alternate packaging solutions needed for me bio-degradable seems the best step yet, this could run in too billions of units if a manufacture can be found,this could end up as big as tetra-pak when it first started.
downsides not sure!
maybe someone out there can tell me?

bos: The French Connection posting here claimed to have a major holding in SEO. Appears double faced. Now, it may be that B**G see that it could be easier earning some money by going for SEO through the courts than build a business themselves, but I suggest SEO just get on with their business and we keep this thread honest.

Eric

bos
I was thinking the exact same thing, yesterday he said he had 700k of seo then he comes out with this clap trap.

I know what! We will do a DIL on him (backed Wales last week) and thrash the French tomorrow!

Eric

I've added another chunk today!! Bos you can swear in french--we won't understand it! LOL MP. have a good weekend all.

Correction it was the 9/02/05 F/Connection said ,,,,,l currently hold 700,000 ,,,,and am keeping the entire holding.

And on the 4/02/05 he said

ln short BPRG is a stock that proves the adage that all that glitters is not gold .Upon perusal and on the face of things it appears a real gem with some remakeable technology in its own right .But upon examination it is flawed.Seriously flawed. Recently it has become one of the heaviest shorted stock on the exchange and personally i am amazed it has not sunk to sub 55p

It seems he plays one stock of against another.

thanks moneyplus. will dig out my old french dictionary and be prepared , unless he gives us a satisfactory explaination for his seeming duplicity.
driver,i do that sometimes, go back to the start and re read postings. no more sign of apple, roma or petralva all there at the start.i know apple lost the faith after the cc but what happened to the others.ruthies fund was there too , slightly different name now.

I know the french connection and he is french and he has 700,000 SEO.
I have nearly 3/4 of my portfolio in oil and gas, oil price is $47 + and that
is with a mild winter on both sides of the Atlantic and with no major disruption to supplies, my two main stocks are JKX and BUR, the rest is made up of gold , zinc, nickel and diamond stocks, main ones are GFM,FDI,AVM and a few TMC,AFD,CDN and NML.

Unbelieveable, so many new posters this week, welcome to the good ship Stanelco.
A few points from me about this week.
BOSLEY, believe it or not quite relaxed this week, WE always knew one day this would happen but CLUCKING BELL!!!, it takes so long now to read the posts.
DRIVER, like the 150p mate, I too think >1 in 18months and further dependant upon success of this, END PROFIT depends on having the bottle to HOLD.
Anyone Overweight??? I am >50% but so what when its due to huge profit surges in an investment, not a good reason to sell yet. DYNAMITE, I too will add on any dips, may soon be OBESE on SEO!! MY TARGET, havn't got one yet because it has a long way to run and we don't yet have ACTUAL profit indications but predicted 50m pa gives EPS 5-6p xPE say 20 (cheap!!) STOP-LOSS!!! - STOP YOURSELF THINKING ABOUT IT!! Some poor sods will have sold this week with settings to sell on %profits whilst away from their screens AND PLONKERS LIKE EVIL KNIEVAL will shake you out unnecessarily, maybe worth it later but not yet!! ADIEH, are you now convinced??? well done anyway cos I know you got in when the food packaging first started to develop and some BPRG folk might have put you off. EWROBSON, maybe you could ask Mr Balchin to open your extension??
and FINALLY, FRENCH CONNECTION, why do you look like you support SEO on this thread and then talk such EXCREMENT!! on the BPRG thread saying BPRG should go for 20% of SEO and Balchin has done a crap job!!!!! He is doing an excellent job dealing with Asda. Typical French, say one thing to your face and another elsewhere!! I am away again next week in the packaging world, what will I come back to next week?? Well done everyone!!

Good summary andy smith - and thanks for helping me re focus

Baza

Bosley

Yes that's me. Got in first 14/07/2003 @ 3.9p. Been in and out several times since and SEO has been lucky for me ( unlike CW. , BIR ...oh dear I have made some dreadful investments ). Ah well current position outways all that 38% and averaging 7p. Which makes me a very happy girl!

Aldwickk

Got some of yours on a watchlist at the mo...CDN looks interesting but currently going with YOO

Andysmith

Good ship SEO definitely...even the rats are sunbathing

Have a good weekend everyone I'm off somewhere quiet with hubby.

Good post andy, yes took a little profit early week (oh well) but still got majority of holding, like you not sure of target at present, did set at 20p and was going to sell half holding but need to reassess but don't want to be caught out again.

evening all. good post andy. i cant seem to settle on a target price. i remember seeing ibl double in a day when they signed a deal with asda,and they have been rising since. i dont want to under estimate the power of asda. i dont think its fully in the current price. i think a lot of the current rise is the price catching up as there has been so much good news, trials and deals done in the last 18 months , but the price was held down because all the focus was on the cc.it will be interesting to see what kind of "exclusivity" deal is signed, assuming asda do sign up.
ruthie, i dont think you are the only one who has made dreadful investment decisions. being strict with my stop loss has certainly saved me a few times, but i find the worst decisions are the ones where you decide to put a company on your watchlist instead of buying, and then watch as it rockets. at least we got this one right.
adieh , dont know about 20p. very tempting, i know, but ......

Targets/Stop-losses are difficult to judge. 20p seems a cert now but then could run to 50p just as quickly dependant on the deal. Many shares trade on future earnings expectations and I may take my original stake out or set a stop-loss (in my head) when I believe the sp is running close to future projected earnings xPE15 and we are nowhere near that yet. I'd rather risk losing a bit of profit in the event of a downturn than miss out on huge potential so stop-loss is out of the question right now with this one especially as I am almost 200% up. I got into this to hopefully earn money I couldn't otherwise do and make a difference to my life and I believe SEO could deliver this for me. First target is actually take some out for my hoped for trip to OZ/NZ in Jan 2007!! followed shortly by my daughters wish for a car as well as lessons. I have 7 other holdings as well, ASM/DGM/DEMG/GLD/IDS/MDW/MMG so eggs are not in one basket, overweight on this due to rise this year from my low average <6p but I don't care about this at all. Why would I?

As there been any exposure in the press today ?

if seo can be compared with any stock, it must be the pdx model.Both have a licensed product on which they charge a fee, and royalties. Pdx tried to do an exclusive deal with cadburys but walked away,SEO are in the same position now. PDX secured coca cola after many months SEO could bag WalMart soon. so price potential is the same 20p to over 2 in less than 2 years.

In SEO's case it is Asda that is trying to do an exclusive deal .

As there been any exposure in the press today ?

Stanelco up after clearing hurdle

TERRY MURDEN


SHARES in Stanelco have doubled to 17p in the past fortnight as the technology companys food-sealing kit produced positive results.

The company uses radio frequency to seal plastic packaging and last week said it had passed the "final hurdle" in product tests with Asda. The company is working with Grampian Country Foods and with most supermarkets, but tests with Asda and its suppliers are at their most advanced stage.

Stanelcos shares have been rising since the end of last year and the company took advantage of the current surge to place 38 million shares at 12.825p, raising 4.8m before expenses for working capital.

Chief executive Ian Balchin described the Asda trial as "an important step on the road to commercialisation".

The companys core business is the manufacture of optical fibre using radio frequency technology. Current developments include biodegradable air cushion packaging, water-soluble detergent capsules, foamed starch trays, edible sachets and waste packing. Full-year results are due on February 28


http://scotlandonsunday.scotsman.com/business.cfm?id=165172005

Good posts over the weekend: not quite as euphoric as during the week but some more substance. My comments:
AndySmith. Thanks for good posts. Its great having your inside view. I had assumed that the 50M was revenue as the projection for years 2 and 3 was 1000 machines. At a pe of 30 that would imply a cap of 250m and an sp of 30p. Until we have some updated projections I believe that to a realistic target level. Fine to be overweight, even at 50%+. I am about 40% but that is lower than if I had been directly investing in the shares; since I am primarily into CFDs, I have been effectively diluting the holding by reinvesting the margin in other companies. Agree no point in stop losses: the fundraising gives support at 13p but that must be an obsolete price; no point is 'stop gains' either as that is what a profit-taking price effectively is in this type of situation.
AdieH. Glad you're holding. The 20p is already obsolete and I would be looking towards 30p. However, the key chart is that for momentum. That should give a warning when the spurt is running out of steam and could be the time to take some profits, although certainly not all. I would expect the sp to overrun at some stage but I don't think that will be this side of the announcement of the ASDA deal.

Aldwick: Agree a significant difference to the PDX Cadbury situation. This exclusivity would be strictly limited on a time basis; it must be worth significant funds for ASDA to have a lead on the rest. There appears little reason to doubt that their competitos will want to buy in. Re the press, a clearcut BUY in IC as well as Shares, although obviously prices are out of date.

ssanebs: PDX is a good comparison and I got myself very unpopular by arguing that PDX was over-priced compared to SEO; it would have been fairer to stress that SEO were under-priced as, as per the IC, PDX are fairly valued around 2. But SEO has now overtaken PDX as it is the cap. that matters rather than the face price.

AdieH: I have 20p as a checkpoint. I expect it to hit that this week ahead of the prelims. For once, we should not sell before the prelims because I believe they will put some flesh on the bones in terms of projections. They have to tell us what they are building up for, and since they last reported projections must have risen because the degree of success in the ASDA trials, not just the proof that costs can be saved, but the extremely important things sich as odour retention and shelf life.

Ruthie: Another shrewd girl amongst posters, such as Dynamite and moneyplus; you are great stockpickers. I gained the plaudits of iPublic on the YOO thread by moving back in just before the share got moving this week.

So onwards and upwards this week. AndySmith can go out his business in an aura of contentment. Don't want anyone reaching for the Sell button. The only thing that gets my goat is that we lost to France and South Africa today, whereas, with Wilkinson and Flintoff respectively, the tables would have been turned. In the rugby case, good to have the wake-up call.

Eric