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stanelco .......a new thread (SEO)     

bosley - 20 Feb 2004 09:34

Chart.aspx?Provider=EODIntra&Code=SEO&SiChart.aspx?Provider=EODIntra&Code=SEO&Si

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


Biscuit - 28 Feb 2006 08:12 - 15207 of 27111

Disappointed? What exactly where you expecting? Good steady progress, that's what I read.

hewittalan6 - 28 Feb 2006 08:22 - 15208 of 27111

Its what i'm starting to theink of as the SEO syndrome!!!
Don't get me wrong, I'm as confident as ever of this being an excellent medium - long term hold.
Losses higher than anticipated, don't care - not a great issue currently.
The real thing is that the company is doing all the right things and talking to all the right customers. It has the right product and the future looks very good.
The issue is the vagueness of everything. How many Starpol licenses? How much is each one worth? What are the discussions with Persico exactly? How do the JV's with WalMart work? Will the 200 conversions be hit? etc. etc.
The commentary hints at these things with no clue to the answers.
I am still holding and will continue to do so, I amy even add, but I get a little bit of a sour taste from what I feel are political answers!
I keep arguing with myself that of course the developments are vaguely reported, until negotiations are complete they cannot put figures on them, but I had hoped that, for instance, the Persico thing would say negotiations for the supply of Starpol to XYZ Ltd, who make takeaway drinks cups for ABC Ltd. Or something like that.
never mind. Holding tight for the next RNS. Again.
Alan

Biscuit - 28 Feb 2006 08:26 - 15209 of 27111

Just remember Alan they are in trials with Wal-Mart, things can't be that bad! Look at the quote re the tray that uses 75,000 tonnes of plastic per year and 500 machines! That is what they are looking at at the minute, great stuff!

jameshunt1985 - 28 Feb 2006 08:28 - 15210 of 27111

Very true Alan, some better indication of quantity would have given investerd a little better insight as to exactly where we are today. But don't forget, you even said it yourself, that they can't give figures as to how much is to be brought and on what scale, until they have signed a specific contract with the clients...

Another interesting mention, Hadn't heard anything about this before,

The distribution and manufacturing deals for FrogPack, have been reviewed and
restructured and we are now pleased to announce that we have agreed a deal with
Mondi Packaging.

looks as if it is a quater pence lower than my comedy predicition last night!

Hunty

hewittalan6 - 28 Feb 2006 08:29 - 15211 of 27111

Yeah, I know biscuit.
Got me depressed head on this morning.
I hold 18 stocks and 2 have reported finals this morning. Both down!!
I'll look to the NOWT thread to cheer me up (Unless I win the FTSE competition - need the FTSE to end at 5890 today!!!)
Alan

jameshunt1985 - 28 Feb 2006 08:33 - 15212 of 27111

Betfair has 5875.9 and above at 1.67 to 1! I like those kind of odds...

hewittalan6 - 28 Feb 2006 08:37 - 15213 of 27111

Hunty,
Try the FTSE competition thread.
It has odds of 50 oddbins voucher to nowt. I like those kind of odds.
And I know how much an oddbins voucher would help stretch your meagre student allowance. ;-)
Alan

Oilywag - 28 Feb 2006 08:40 - 15214 of 27111

I agree quite a lot with Alan says and now know why they released the RNS on Friday about Walmart. Just a sweetener to camouflage the disappointment that investors have with this statement which I found a little lacking in hard facts.

There is absolutely no reason why they could not have told us how many machines they expect to be converted in the ASDA exclusive deal by the end of the July.

I agree the future does, on the basis of information provided, look to be very rosy, but I wish they could have blown a little of the smoke away.

What I omitted to say, is that I still remain a very long holder of this stock because of the potential future which is vast.

The oily one

jameshunt1985 - 28 Feb 2006 08:51 - 15215 of 27111

Wow thats a quick recovery. Thats a 4 ticks up in under half an hour, maybe my comedy prediction will hold true.... hmm.

stockdog - 28 Feb 2006 08:54 - 15216 of 27111

I always remember Warren Buffet a few years ago after the tech bubble burst saying he'd had a very boring year investing in paint, carpets and bricks - and was very excited about it.

RF sealing, Starpol and packaging are hopefully going to continue to be equally boring over the next 5 years.

sd

hewittalan6 - 28 Feb 2006 08:58 - 15217 of 27111

I always remember my Grandad, Festus Beauregard Dipfinger IV, saying "Don't balme the dog, you trod in it".
Don't know if that helps.

kimoldfield - 28 Feb 2006 09:01 - 15218 of 27111

I'm happy to watch the paint dry. Not much about the court case, seems to be just about business as usual, not much in the way of concessions and only 690k costs? Chief Exec doesn't say anything despite the note at the bottom of the accounts.

I'm still :-) about the long term

kim

sellsell - 28 Feb 2006 09:01 - 15219 of 27111

whatever happened to the asda starpol trials. they issued an rns for it but now silence.

kimoldfield - 28 Feb 2006 09:03 - 15220 of 27111

"Don't balme the dog" Alan, something to do with Undertaking?!

kim

kimoldfield - 28 Feb 2006 09:03 - 15221 of 27111

Don't worry Alan SEO are NOT a dead dog.

kim

kimoldfield - 28 Feb 2006 09:05 - 15222 of 27111

I think the asda starpol trials have rolled over into the bigger picture which is Wal-Mart in USA

kim

EWRobson - 28 Feb 2006 09:05 - 15223 of 27111

Financially, acheivement at bottom end of expectations (mine); potential more rosy. Reasonable cash; at least a year's worth on bast burn, but probably moving onto more expensive phase. Hint that ASDA deal will be extended to get the volume. So not much expectation for current financial year. Looks as though we will still be living on RNSs; but there could well be some really good news down the line. Have we been here before?

Eric

Biscuit - 28 Feb 2006 09:06 - 15224 of 27111

No, I don't think we have Eric

Treblewide - 28 Feb 2006 09:13 - 15225 of 27111

these results are poor...very poor

EWRobson - 28 Feb 2006 09:19 - 15226 of 27111

Agree, Treblewide: the results are poor compared with expectations built up last Summer. The prospects are good, very good though. What should the cap. of company be? Why 150m? Far too high on basis of performance. Far too low on basis of prospect. Friend Evil has it right, stache them away for the family's inheritance!

Eric
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