bosley
- 20 Feb 2004 09:34
kimoldfield
- 09 Feb 2006 12:18
- 14622 of 27111
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
aldwickk
- 09 Feb 2006 12:20
- 14623 of 27111
Shares are not flying yet.
kimoldfield
- 09 Feb 2006 12:21
- 14624 of 27111
Adding to that, competition is healthy, especially from a consumer point of view!
Kim
kimoldfield
- 09 Feb 2006 12:21
- 14625 of 27111
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
stockdog
- 09 Feb 2006 12:29
- 14626 of 27111
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
oblomov
- 09 Feb 2006 12:31
- 14627 of 27111
'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?
greekman
- 09 Feb 2006 12:51
- 14629 of 27111
The thing is if they re-negotiate the deal with Asda would they be in a position to fill more orders with other companies, apart from a re-negotiation meaning a similar deal to the one with IsraCap, ie either a return of cash or a share deal.
I think the exclusive deal re Asda, was an excellent move. They appear to be struggling slightly to fulfill the Asda deal, so the exclusive agreement will give them time to gear up to full production. Once they have the facilities in place for many more multiple orders, this will gain momentum like a snowball down a hill.
The new deal with IsraCap looks to be at the right time. Timing is everything.
hewittalan6
- 09 Feb 2006 12:54
- 14630 of 27111
Can't see any point with renegotiating the Asda deal. Any negotiations with others started now would not procure any orders until after exclusivity runs out anyway. I think efforts would be better served on SEO's part by ensuring that they have the ability to fulfill any orders they do get post exclusivity.
bhunt1910
- 09 Feb 2006 12:58
- 14631 of 27111
I wondered if the new deal with Isracaps was part of the negotiated settlement - so that BPRG couls enter that market. Dont know why or what for - but looking for a link ?
At least all parties know what playing field they are - even if we dont yet - and I am sure cardinal will have had some involvement in the settlement.
hewittalan6
- 09 Feb 2006 13:02
- 14632 of 27111
Funny how the same words can mean different things to different people.
I read the Isracaps news to mean that SEO can now sell the technology to other concerns within that geographical area. You seem to think that it means BPRG can now enter the arena cos its freed Isracap to go elsewhere.
Wonder whos right, Baza. Think its my interpretation because yours would mean Isracap paying SEO compensation.
Whichever I am certain that it is linked to the settlement and is good for SEO.
Alan
driver
- 09 Feb 2006 13:03
- 14633 of 27111
Research Page updated
46) STANELCO AND BIOPROGRESS SETTLE PATENT DISPUTE
47) Stanelco and IsraCaps agree new licence terms
This link is in the header or click my green house.
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
hewittalan6
- 09 Feb 2006 13:14
- 14635 of 27111
They've all gone to Estoril with Bling.
oblomov
- 09 Feb 2006 13:28
- 14636 of 27111
Re the ISRACAPS re-negotiation.
SEO will presumably have to renegotiate any 'exclusive' contracts which involve the disputed technology (patents) under the terms of the settlement with BPRG. SEO cant now claim they have exclusive rights to use the technolgy.
Possibly there aren't any others - if there are there could be further re-negotiations and payments.
blinger
- 09 Feb 2006 13:43
- 14637 of 27111
bhunt1910
- 09 Feb 2006 13:45
- 14638 of 27111
Bling - who is Bling ???
blinger
- 09 Feb 2006 14:21
- 14639 of 27111
smell the fear, the more blanks I see the more I know they are posting, nobody posts 24/7 about an equity they are confident about, 1m out of pocket, look at the 100k sells coming through.
Ah well time for a dip and a Vino Verde.
Wait for the penny , well 100m pennies to drop, and then watch them exit.
Check out March Brent.
EWRobson
- 09 Feb 2006 15:05
- 14640 of 27111
Greekman: I agree with you that the ASDA deal was a good move as it brought ASDA's commitment. The others were talking OK but it was ASDA that were prepared to move. I am not sure whether the slowness with the ASDA contract is entirely down to SEO: certainly the announcement of extra machines being made available to minimise downtime suggests that the unwillingness of suppliers to take machines off-line was a factor.
I suspect that competitors will be ready to move in when the exclusivity period is over and that Tesco will be included. In which case it could be Tesco taking the technology into the US which will help that market to move.
Eric
EWRobson
- 09 Feb 2006 15:07
- 14641 of 27111
The thread list says that Bling did post 14639. Its not appeared which suggests that his expletives have led to him being squelched by those in authority. lol!
Eric