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 seen a news flash, re Tesco planning to open stores in the USA. As the largest supermarket by far in the UK, no doubt they will be looking to compete with Walmart. Yes I know that sounds stupid giving the massive power of Walmart but competition will be a natural progress, even in a small way. Customers will look at both where the stores are closely situated. Now if Walmart take Greenseal etc, and it proves successful, Tesco would have to follow. All imho of course.

Alan, that sounds just like Blinger......I think I have it sussed folks, Alan IS Blinger!?! ;-)
Kim

AAAGGGHHH. You caught me out.
If you want to know more about bling, go to the nowt thread. I Googled him for a bit of fun. Also a very entertaining thread.
ENOUGH. He has ruined this thread for months and much as I am enjoying the "blinger is a prick" party, we are all better off for forgetting he even exists.
Alan

PS Tip for Kim. Don't wipe your arse on a broken bottle. ;-)

The advantage - hopefully - is that now that BPRG shareholders are in effect now shareholders of SEO, the sniping will stop and we can get back to balance debate.

tune of the day: bling bling bling bling, plonk plonk plonk plonk

Speaking of which, Baza, what chance of the 2 now forming an alliance on the capsule front????

Hopefully, there is nothing now stopping the 2 supporting each other and cooperating fully with new product invention. Wishful thinking? I suppose it cuts out the competion idea.

I think the sensible move for SEO would be to pay in cash, we all expect the share price to move north over the next few months, so, if they paid in shares, we'd actually be over paying them as I would argue SEO shares are slightly undervalued at the moment.

Biscuit

Some big sells now.

Once the shorters have changed their underpants and sorted their shorts this share price will fly, along with BPRG. Thought I'd do a bit of ramping - different bottle Alan!

You are right in a way Biscuit, but I think that Stanelco have something going on that they need all the cash they can get hold of for at the moment, just a theory.
Kim

Poss Kim however they have increased their borrowing facility to 25m, so should be ok.

(RNS) 2006-02-09 10:42 GMT:
Stanelco PLC - IsraCaps new licence terms

Article layout: raw
RNS Number:1636Y Stanelco PLC 09 February 2006

9 February 2006
Stanelco plc ("Stanelco")
Stanelco and IsraCaps agree new licence terms


Stanelco plc, the radio frequency applications group is pleased to announce that it has re-negotiated its licence terms with IsraCaps Ltd, a company registered in Israel, so that the license becomes non-exclusive with respect to capsules made using radio frequency techniques. In consideration Stanelco Plc will issue 1,355,932 shares representing 0.145% of the share capital of Stanelco.

What d'you reckon Baza, more re-negotiations on the way?
Kim

The 491k trade at 9.03 is marked as a sell, but at 15.73p looks more like a buy to me. Ditto the 250k at 15.50 - although technically at the mid-price. The two earlier trades of 392,841 looks liek a roll over of a single position.

Overall a pretty robust response to the cc settlement, even though it cost us cash/shares and makes all 3 families of patents non-exclusive - only one was actually in dispute as far as I can reacll. So the price of settlement also includes sharing 2 otherwise exclusive patent families. Can anyone tell me if BPRG use or are likely to use the patents to make competing products?

sd

Stockdog
Richard Trevillion said that the settlement will enable both companies to concentrate on their respective businesses, which for BPRG is pharma and healthcare, so it should not affect SEO's business. HOWEVER! it does state in BPRG's blurb that it is engaged in research etc with "other market sectors". Personally though, I cannot see anything other than cooperation between these two now.
Kim

Shares are not flying yet.

Adding to that, competition is healthy, especially from a consumer point of view!
Kim

I don't expect much to happen with the shares until the dust has settled a bit, and after media comment. The real test will be after the Results are announced.
Kim

thanks kim - basically the market seems to accept it as good news IMHO. As one of my key overweight holdings I am happy to wait patiently for the upside for a year or two, but am nonetheless always wary of the less predictable or controllable chances of downside before we get there.

sd

'Stanelco plc, the radio frequency applications group is pleased to announce that it has re-negotiated its licence terms with IsraCaps Ltd, a company registered in Israel, so that the license becomes non-exclusive '

Its a pity they dont renegotiate the ASDA contract to non-exclusive. We might have seen a larger number of conversions if the other SM's had been given a chance. Why have SEO been so keen on exclusive contracts?