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

Bos, I guess even the Romans had lave et ite
Give'em some stick at Pontins!

Has anyone seen this from SEO's website looks promising
Electronics
Stanelco 12p BUY
Reuters: SEO.L Index: FTSE Small Cap Listing: FULL
Mark Paddon 020 7426 3232 mark.paddon@teathers.com 12 October 2005
Packaging sciences
We believe both the RF sealing and biodegradable packaging
technologies have significant potential and in our view the recent price
weakness of the stock provides a good opportunity to invest at a realistic
level. We initiate coverage with a Buy recommendation.

2005 E 1.4
2006 E 22.5
2007 E 43.1
2008 E 65.8
Market cap: 111.4m Debt/Equity: 4.0m 12m High/Low: 28p/4p
Shares in issue: 928.7m Interest cover: Na Next results: Final Jan 06
Stanelco comprises a group of companies with specialist technologies for use in various
areas of the packaging industry. These include RF (radio frequency) technology and
biodegradable material sciences. The groups philosophy is to develop technologies that deliver to the end-user both economic and environmental benefit and which are capable of intellectual property protection. In general the group pursues a licensing business model. At present the forecast profile primarily reflects the prospects of two business areas, Greensealand Biotec.

Greenseal is an RF-based technology that provides significant performance and economic advantages for the hermetic sealing of MAP (Modified Atmosphere Packaging) food products. Commercialisation is via a conversion fee for the retrofit of the existing machine base and a license fee for its use spread over five years. Asda has been granted a 12 month exclusive contract for their supplier base and talks are underway with Wal-Mart.
Other UK food retailers have already assessed the technology and are expected to
commence conversion of their supply base once the exclusivity period expires. We also expect OEMs to develop and launch new machines incorporating the technology.

Biotec, a recent acquisition, has considerable expertise in starch-based technologies including material for the manufacture of biodegradable plastic bags and biodegradable trays for MAP applications, the latter being highly complementary to the Greenseal technology and customer base. A JV has been set up which guarantees a minimum volume,and a programme of capacity expansion is underway to cope with predicted demand. The forecast volume profile for Greenseal increases to an installed machine base in the UK
of c.1,300 over the next five years implying a market penetration of 25% and an installed base globally of 2,300, implying a penetration approaching 5%. Our forecasts exclude any Wal-Mart volume until formal agreements are in place. Our forecasts for Biotec include the 10,000 tonne JV order recently announced for biodegradable pellet but exclude anything for potential orders for MAP applications.
Analysing the valuation metrics and based on our low-end of consensus forecasts, it appears much of the short-term financial potential has already been built into the price.However, in 2007 once the licensing model has been underway for two full years, the fundamental valuation begins to look much more attractive giving a 2.5x EV/Sales multiple,
7.9x EV/Ebitda multiple and a PER of 12.0x (compared to the market average of 13.5x). Our DCF analysis implies a valuation potential closer to a 200m valuation, (21p per share),
which we would view as an achievable medium-term target. In terms of short-term price performance, the catalyst for any upside is likely to come from profit upgrades with the most likely source for these the announcement of an agreement in the US with Wal-Mart (which after recent price weakness the price now looks to be almost ignoring) or possibly further news on OEM agreements.
TEATHER &
GREENWOOD LIMITED
Beaufort House
15 St. Botolph Street
London EC3A 7QR
Tel (020) 7426 9000
Fax (020) 7247 0209
DX 132300
Finsbury Square, London
e-mail
tg@teathers.com

collyt
Yes we have seen it; pm1 was banned from this site just for talking about it.

Hi,

Some of you I know, will be interested in the Stanelco presentation in Philadelphia. We have in our pocession, the power point presentation.

If you are interested in the presentation, please e-mail me Lemming Investor and I will ensure you have a copy.

Best wishes,

Elric

PS, Do not e-mail via MoneyAm, I can NOT send attachments this way. You MUST e-mail direct.

PPS, Please note all copies will be sent at 21:00 hrs

......but if you want it before 2100 - you can get it from me - just send email address

Baza

If SEO do give - a pre close update - Monday morning 7am - the thing to look for is - the basics - will they talk about revenue - profit - LOSS - market expectations - or will they just RAMP - HYPE - SPIN JAM TOMORROW and ignore the important things - of CASH BURN - CASH LEVELS - TRADING IN TERMS TO PRESENT MARKET EXPECTATION - can they say in line - broadly in line - worse than - better than - so we can measure - at prelims when released next year - how truthful they are -

market expectations are -

Loss 2M (yet another year of loss making to report in early in 2006)
Loss per share approx -0.2p

so what will SEO say - in any pre close update ? in line - better - worse - or ignore it and treat their PIs as turnip heads and feed them more BS and JT

it is important - cash burn - court case - could make - a placing necessary in early 2006 - more fund raising could be required - so - what will they say - if they say anything -

All IMO - DYOR !

chart says firmly - in downtrend -

Am new to this game and would like to learn about charts Could anyone recommend how I could go about this

Thanks and sorry to interrupt this thread.

Stockdog,

Re your post 12253, Made me smile.

If SEO reach the dizzy hight's I hope they do, I may be able to afford gifts,so don't fear me.

Blossiedog - can you send me your email address lease so that I can send you a copy of the report. It is a 20 page powerpoint presentation and I cannot send it via MAM

same to anyone else who want a copy of the report

Baza

Maggie BT4 - copy on its way to you

Baza

Keith - I need your email address please ?

All investors should check out: Stanelco US

This site is a scandal. Email them and the address is invalid......

What's up doc?

Niels,
The site is under construction. It is not yet up and working, so the domain for the mailserver probably isn't ready to accept any mail.
Not worried. My business had a site like that for ages while we played around with it to try and make it as good as possible, then the FSA decided they didn't like it and we had to pull the lot 8-(.
Alan

I have the tip of the year but can't post it till I get my bet on tomorrow morning, will post it up just after 8.

This is no ramp but I have information that says it will double in the next couple weeks.

Niels

I brought this topic up 6 months ago on the FYB BB( caused a mini Hoo Ha).

Apparently they do not use the US web site but the E-Mail address for SMFisher works.


Sloppy I know & does present an unprofesional image

I'm sure any investors, and potential customers will think: Here's this great company I've read about and the website is a wreck. Only idiots put sites online that look like a joke. (Well, you could do that prior to the .com crash, but not today)

You should all contact SEO and ask: "What's up Doc?"

Sham - no problem - but you can tell me - no one will ever know !!

Good Luck

Baza

Stanelco philly presentation:

http://www.procepta.com/stanelco

Thanks to DavidP on FYB.

;-)

morning all. anyone else feeling a little disappointed by the powerpoint presentation?