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

he has a reputation on here because free bulletin boards are full of people who do not have real knowledge of investing in shares so hang onto the advice of these guys...if the guy were so good he would be a multi-millionaire from investing in shares and would not be writing for a rag that costs a few quid every month

for hewitt...i aint ridiculing anyone I am just asking some questions of the valuation...is that wrong...is the thread only for those people who are bullish on it?

maybe you should have a word with the people who put up pictures.....i am asking some questions...fair enough an ASDA contrcat which "might" be worth 5m......so best case scenario is break even or small profit overall for the year.......and a turover of maybe 7M this year...this is not a 150M company......

or am i not allowed to have a bearish opinion on it?

You can have a bearish opinion if you so wish.
To post a Tom who post just 4 posts after it was spelled out clearly, smells of the kind of baiting that the nob in the ermine does.
But please remember that a historical calculation of the sp is exactly that. Historical, whereas share purchasing is about calculating the possible or probable sp from future activities.
Now, your calculation includes zero future activities, whereas KBC think future profits are sufficient to justify a higher price, hence their buy message.
Please inform us what it is you know that KBC have so negligently missed, or is your assertation that your strategum is a more succesfull one than theirs?
Alan

Treblewide
You are allowed to have an opinion but you havent done your home work start by reading all of the Research Page if you can be bothered and then give an opinion, if in your opinion its negative then go and invest elsewhere and leave us alone.
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread

I would rather listen to TB than guys like blinger who has little if anything worth hearing.

Driver, as always, succinct and to the point. Thank you.
My motto? Why use 5 words when 20000 will do.
Alan

KBC...yip we all know brokers have the general public's interest at heart when they recommend shares...dont be so naive.....so let me get this right....let me point something out...I have taken a short position.....so i now have an interest in the share......what some of you seem to be suggesting is that no one is interested in a bit of reality/the other side of the coin on the thread......i dont care.......it is not and in my opinion never will be worth 150M.

Thats fine TW. You have stated your position, we know your opinion. When you have any decent facts to post you are very welcome to, it is a free country.
Please understand if we choose to ignore someone who has nothing to say other than "I know better than a) you lot, and b) professionals, who lie anyway, despite the fact that lying will get them a hefty fine.
I suggest, screaming lord sutch and yourself start your own SEO shorters thread, then you will not have to listen to us misguided idiots.
Alan

i'm alright here actually...ta

lololol!!!!!!!!

Bitch slapping in progress, and the price will dive tomorrow!!!!!!!!!!

Hmm, TW another one of the no-nothings, who have sad little lives devoted to trying to wind people up, but with the level of his ability, he should find a primary school playground BB.
Nothing intelligent to say. No decent evidence to back his ridiculous claims and unable to answer questions put to him.
I am afraid he will have to join the famous lord chav in the rejects room where they can outbid each other on the low. Squelched.
Anyone remember the ermine clad nob suggesting 10p by now?
Alan

Ah but Alan - he is right - the price might go down tomorrow - but I think we all know that and we have (least ways I know I have) - factored that in. Then again - it might go up. I suspect most of us are in this for the long term and recognise the risks as well as the massive potential this share has. Thats the joy of he chase

I am not in this to gain a few quid over the next couple of days or even weeks - I am in this because I see massive potential over the long term which in my view outweigh those risks.

If I want to make a few quid guaranteed over the short term - I guess I could go out to work - but where is the fun in that.
I am in this eyes fully open.

Am I bovvered by what they say

Do I look bovvered

D'accord, Baza.
My annoyance is at the temerity of people who give no justification, just give snide comments about brokers deliberately lying. You know my background. This simply does not happen at brokers like KBC. It is not worth their while.
This made me suspicious of TW. His answer to the invite to create a shorters thread confirmed it. Another pre-pubescent trouble maker.
Ye Gods. Better out than in.
Alan

PS. I really dont care if it hits tuppence tomorrow. Like you, I am in for a long haul and accept the ups and downs. I tried trading but slight mistiming and broker fees made this less profitable than I would wish, so my only interest is in cost price versus 2010 price.

i hope all the shorters create nice big positions ahead of the trading update

i have a sad life because i shorted a share?, i think hewit that you are too attached to this share.....you seem to get very emotive about SEO..not good for making rational judgements.....no justification about brokers lying....do you remember Informix? MCI, Enron?

can you justify the valuation?

lets look at it this way...say 5m from Asda....another 1M from other contracts....what is the production and on going support costs...so they might make a 1 OR 1.5mbottom line profit from Asda ...their net cash outflow last year was about 2.5M before the placing.

They will probably loose another 1.5-2M this year...only leaving 6 months worth of cash...........hugley over valued.

or can you justify it hewit without getting personal?

Havn't posted for a while as not much new to say, still have original shares from 5.45p locked away but looking for the right time to invest again having taken my profits on the rest at 21p a few months back.
I am not expecting major news on Greenseal, in fact possibly delays due to Christmas production schedules at packers, I wouldn't retrofit a machine in a key earning period. 2006 will be key for Greenseal, if it doesn't breakthrough significantly at the end of the exclusivity with Asda then SEO will need more to justify the current sp and here comes Starpol.
Starpol will be the company maker but one thing to consider, current capacity is not enough long-term and this will need to be addressed if SEO are to capitalise in a big way on current environmental thinking of major retailers and fast-food chains.
Investors need news on deals very soon, not more discussions and possibilities in the pipeline. Poor results (expected or not), possible delays to Asda agreement and looming cc issue may provide better buying opportunities ahead for what still looks like a major potential success story in the years ahead.
Just an opinion but can still buy back in below the price I sold and still waiting.

Good to see you back, Andy.
Well reasoned as always.
SEO did increase the PLA order for the manufacture of Starpol. Why do you think there may be a capacity problem? Capital equipment or consumable shortage?
Alan

More to the point, and forgive me if its a stupid question, but could manufacturing capacity be another reason why SEO are in the discussions announced this morning?
If they do see capacity as a problem, and the company they are talking to either has huge manufacturing capacity themselves or has licensed their own manufacturing to others and acts as supply chain management, then could this have been why SEO approached them and they have seen the potential and want to join in with an approach to their clients?
Just a thought.
Alan

Just looking ahead Alan, 15000T sounds a lot but when you talk McDonalds?
From what I hear, Starpol has many potential applications. Current capacity will be OK short-term but longer term investment in capital equipment will be needed IMO to really take advantage of environmental packaging solutions that Starpol offers.
SEO did raise a lot of cash this year though and hopefully they'll sell off the ciggie filters patent. I know some people think that is a load of bollocks but if I were one of the major tobacco companies I'd buy it even if it was never used, at least the competition couldn't steal a march.
Investment wise I'm looking long-term, short-term I can see traders making money shorting this as all factual news in the pipeline may provide the opportunity to sell/short. That then provides investment buying opportunities.

Thanks for that, Andy.
To be quite honest, with the news about "a big american take away chain" being interested being common knowledge for a week before the RNS, I was pleased that the SP didn't drop further on the release, cos the BORSON brigade must have been having a whale of a time.
Still happy.
Alan

Hi andy
This is what SEO said about the French regarding output.
No 37 on the research page.

Biotec has the capabilities to pioneer, innovate and commercialize
biodegradable plastic bags. With the support of its owners Stanelco
and SP Metal, Biotec is well placed to benefit from the policy and
will be able to gear up manufacturing and have the capability to meet
the demands of the French market by 2010, which will be in excess of
one million tons.

"We have the capability and technology - all we require is the
incentive to implement it. We are very excited at the prospect of
developing and providing products to what will be a huge market."