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 read an interesting Merrill Lynch analysis of SEO, they still consider the RF roll out to be only 2 months behind schedule plus show that 59.6% of SEO's stock is held by institutions (including 23% for The Age of Reaso Foundation. Anyone else going to the AGM?

sharesure can you say what the general tone is of the merrill analysis. positive or negative

sellsell, Very positive; more so than I expected it to be. I am a firm long term holder and will probably buy yet more when incoming funds allow and provided SEO haven't shot up in the meantime.

thanks, hope seo can now start to fulfill the potential. i will stay long until at least the interims

From my experience, there is no way these packaging firms would stop these machines before Christmas to change them to Greenseal, each one will have to be modified, tested, then run on production and so on. When the packaging firms gain confidence in you, then they will let you take the next ones to be started, sooner.
I for one am not surprised at all, that it took this long to change these first few machines, but when they get going, they will soon knock them out.
SEO are only just moving from development to production it takes time.

Mmmm now were does this bit go?

Its not the packaging firms is mainly the food suppliers who seal the product and they increase production to the super markets just before the christmas shut down, so that they can clean the whole production area and carry out maintenance on the machines.

Many years ago I worked for a company that won a contract to modify some packaging machines.
1st machine modified, 1 month, put back in production, 1 week later few teething problems sorted, machine in use for a month ok.
Order to modify 10 more.
2nd machine 3 weeks, machines 3/4/5 two weeks each.
Machine 6 did the same job supplied by the same firm completely different. Machines 7 to 10 all different and took up to 8 weeks each to sort out, when we got them, because they were at a busy time and could not take them out of production.
We had the same thing with other firms whose machines we modified, but when we got into it 1 or 2 machines week.

Biscuit

Yeah whatever. I spend my days looking at ways to make out I'm long, but of course in fact i'm short. I'm just stupidly overweight in SEO and pissed off coz its not doing what it said on the tin. I dont think that makes me a shorter.

I'm also questionable of this two months behind with Greenseal at ASDA. So at the end of december we were only supposed to have two converted? The other 198 can be done in the same period from Jan-July? I appreciate your views Jim on teething problems etc, but its still a bit crap! Anyway, it was always going to be a bumpy road etc....

Nice work with getting back in Bos-you've done well on the price. Wish I'd picked my main batch up at 14p!


Sharesure

You heard anything more with regards to the Mcdonalds mention from last week?

Bugz, not a thing. The source had a large position based on its outcome so obviously they'd convinced themselves it was very likely about to happen.
Following this morning's figures, I am hoping SEO can give more progressive news at the AGM.

I heard a similar opinion to you over the weekend, but was going to be separate from results-maybe later this week, or early next. The problem is that its most likely to be a 'working together' statement and be void of actual substance. We'll see.

does anyone know when the agm is. thanks

sellsell, the company has yet to announce the date.

Does anyone know how much 75,000 tonnes of starpol 2000 roughly be worth? are we talking big bucks or small shillings?

1985
Does this help

If the new plant runs at 10,000 tonnes capacity (SP Metals commitment only and no more), manufacturing thermoplastic starch (TPS) at 0.90/kg, it should generate a minimum of 9,000mn pa, or 3.1mn pa sales for Stanelco from 2007.Similar scenarios based on the manufacture of the other products are shown in Table 4.
In terms of roll-out, if Stanelco is able to license its technology as it hopes at 1mn pa for 20,000 tonnes production (ie, equivalent to its Welsh facility), and
that the addressable market is 35mn tonnes (world consumption of thermoplastics is estimated at 150mn tonnes pa, with Europe and North America accounting for roughly two thirds of the total, and packaging accounting for maybe 35% of the total), then a 1% share would produce revenues of c.17mn pa
for the JV and 8.5mn for Stanelco (17 licences).

ithink the tray under test is for fast food mcdonalds ! not asda or wm it could be a big deal just think kfc m.d b.k and the rest its a big IF:but in time it could come true .hearshopeing

I like that last buy! Not heard from SEO yet, spoke to Sylvia who said she would get a director to phone me back.

kim

120 000 pound buy at close of trading.impressive1

Sorry O/T and a little late in reply.

aldwickk - 27 Feb 2006 21:28 - 15198 of 15296
One of the best uses for charts is for trading mostly blue chips, thats why Zak Mir advises CFD firms like Blue index who trade on tight stops.

I agree. Charting may have its uses on blue chips with large volume. (Even then I always find it retrospective and full of caveats.)


Eric re Evos

-They recommended Regal shares whilst selling them at the same time before they collapsed
-were fined for shorting Room Service shares.
-they recommended etq stock at around 15 times their current value
-an aggressive MM who shaft PIs known in many circles as evil EVOs

imho

They're not alone

Deutsche Bank were recently downgrading Bradford and Bingley to 320; they were about 440 when I last looked

RHPS suggested selling ASC at 42 (Im sure you were more sensible Eric ;) now around 100p; ITH at 18p now at 50 having been to 85 etc etc

And what of the other tools?

IC - safe advice for retired colonels usually just a summary of the last balance sheet with no ref to future prospects.

Newspapers charlatans, lackeys? Clueless? Daily Mail LOL

Citywire lackey to big institutions?

BB sharks, crocodiles, rampers, derampers everyone with an agenda LOL Surely not here ;)

Hedge funds, institutions, mms (a whole arena there for manipulation), shorters, naked shorters on Berlin exchanage

And just how do you keep a track of buys/sells? Level 2 may be a help but do you keep a track of figures from virt-x and Plusmarkets?

A book by David Alexander called "Crooked Knight" which has many chapters serialised on a US website that makes some shocking accusations about the activities of Seymour Pierce and some very high profile UK directors, all allegedly milking PIs for large personal gains.

All IMHO of course.


Good luck to little ol private investor at the bottom of the feeding chain!!

With ASDA's exclusivity running out in July now not so far away, why are the two trial machines not being followed up by mass orders? What on earth is holding up implementation? I would have preferred to see SEO commenting on this obvious constraint.

Our guess, and it is a pure guess,(Until SEO answer our call) is that noone likes paying the licence fees and royalties and are trying to haggle these down without success. The only royalty deals that I have come across previously in Packaging have been the well known Tetrapak, and a series of proprietary carton locking forms like Kliklok, where the model is to rent the machine, or otherwise subidise it as long as it is consuming vast amounts of high margin cartons. SEO may be finding it difficult to get these supermarket price chisellers into the actual net. They may prefer to accept higher costs than a forever lasting enthralment to SEO.

There was no sensible alternative to Tetrapak and its 'three dimensional' patent half-nelson except for glass bottles - not really a universal option.

SEO prospects can still package away as usual, using existing metods at the cost of rejecting higher efficiency, hoping the SEO's price will crack if they hang back ,long enough.

At the very least, some supermarket suppliers would expect to be able to buy the machinery at a heavily subsidised rate to tempt them into royalty agreements, where they are going to be paying a substantial premium on the basic packaging material - even though they would be improving service quality standards, reducing leakage rates, and saving on overall packaging costs. Instead they have to pay a premium for the machinery. Unheard of. There is probably a battle of wills going on.

As the exclusivity draws near, it may be that interest from other groups like Tesco may bring resistance crumbling down.

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