bosley
- 20 Feb 2004 09:34
EWRobson
- 03 Mar 2006 13:14
- 15422 of 27111
Trust a dog to go for the sauce' just like Al goes for the saucy.
Another top up this morning - fruits of AZM again; now there's a nice chart. May need to start another doubling competition; got SEO cracking last time. Though may need best part of a year for SEO to get back to 30p.
Eric
hewittalan6
- 03 Mar 2006 13:21
- 15423 of 27111
I think it may be a bit earlier, Eric.
We are expecting (hoping for) RNS to say;
1) Asda contract is now over early problems and is accelerating
2) Details of WalMart, once they have been hammered out
3) The Takeaway stuff leading to contracts
4) The ciggy filter
5) JV contracts for manufacture of Starpol
and no looning bad news of which we are aware, such as patent rows, cash calls, dilutions etc.
All these RNS should be here over just the next few months and for me, if you perm any 3 from 5 you probably have your 30p SP.
There is always something we don't know about to spoil it though!
Alan
EWRobson
- 03 Mar 2006 13:29
- 15424 of 27111
Alan: you spoilt a nice optimistic post with the footnote! The problem at the moment is uncertainty. So, you are right that potential RNSs will start putting flesh on the forecast bones (not chewable, SD). Once it breaks north from the trading channel, there is no real reason why it should stop before 28p. The key are the Green-Seal programme firmly established plus WalMart and the ground-breaking Starpol deal; 2 from 3, I say should bring 28p. Bit of sitting on the hands though. Probably best to take a 3-month sabbatical, probably the timeframe for getting cracking. Happy to top up in the meantime at the present price having decided the next move is north, beyond reasonable doubt! Still think AZM and DGT will double first!
Eric
stockdog
- 03 Mar 2006 13:31
- 15425 of 27111
BTW you should know Alan's coat of arms is naturally enough a share rampant quarted with a bling argent and a dog gules (or is that dog's goolies?) - lol!
Nice post, Alan.
sd
hewittalan6
- 03 Mar 2006 13:49
- 15426 of 27111
One RNS we haven't touched on is the one regarding BioDegradable starch based golf balls. The idea is that it would rot down to nothing after a week or two in the rough so that lost balls don't damage the environment.
Rumour has it that they are to be trialled by Eric at this years MAM golf event, with all the balls he loses, but there is an issue with producing enough balls for a whole round of Erics with only 3 months notice.
;-)
Alan
EWRobson
- 03 Mar 2006 14:05
- 15427 of 27111
Thanks, Al; why not join me in the trial; if not in the tribulation! Just bought some yellow balls today for a yellow ball competition; have had to remind competitor of the rule that you have a maximum of 5 mins to find a lost ball [double points for the player of the yellow ball, 10 points forfeited if you don't hand in at end]. Now the answer might be to put a meaty coating on it and take sd along as a sniffer!
Eric
hewittalan6
- 03 Mar 2006 14:09
- 15428 of 27111
Eric,
I gotta confess to being an enthusiastic amateur. That is a polite way of saying I am lousy at the game.
I enjoy a round at my local par 68 municipal course in about 92 ish, but even then I haven't picked a golf club up in 2 years.
The professional there told me I needed to cut about 6 inches off each clubs shaft. When I asked if this would improve my swing, he said, no, but they would fit in the bin easier.
Alan
robinhood
- 03 Mar 2006 14:43
- 15429 of 27111
For all of you who shorted Brent crude-can't think the bling who it was- some bad news. April Brent crude now at $64.00 p/bbl
EWRobson
- 03 Mar 2006 15:23
- 15430 of 27111
Hi Alan - that's OK. They'll give you a handicap of 24 on that. Why not join the fun; we can also say to others 'Alan's playing', and other's will be emboldened, including the women!
Don't know why I keep building the SEO stake on the back of the AZM rise when I could be adding to that holding. Must be mad!
Eric
EWRobson
- 03 Mar 2006 15:23
- 15431 of 27111
Hi Alan - that's OK. They'll give you a handicap of 24 on that. Why not join the fun; we can also say to others 'Alan's playing', and other's will be emboldened, including the women!
Eric
aldwickk
- 03 Mar 2006 16:10
- 15432 of 27111
Bling went short with March Brent crude.
hewittalan6
- 03 Mar 2006 16:14
- 15433 of 27111
Bling went short with humanity and intelligence but this is a blinger free thread nowadays.
jimward9
- 03 Mar 2006 16:18
- 15434 of 27111
Press Release Source: Stanelco
Stanelco to Offer Limited Number of Micro-Manufacturing Licenses in U.S. to Satisfy Surging Biodegradable Materials Demand in Restaurant, Retailing Business Categories
Friday March 3, 10:07 am ET
ORLANDO, Fla.--(BUSINESS WIRE)--March 3, 2006--In response to burgeoning U.S. demand for biodegradable materials in the quick service restaurant and mass-retailer packaging industries, Stanelco PLC (LSE:SEO - News) has confirmed the company will be offering a limited number of manufacturing licenses to U.S. companies to keep up with biodegradable packaging growth. The licenses, described as micro-manufacturing licenses, will be for the manufacture of a minimum of 20,000 tons of biodegradable resin utilizing Stanelco's STARPOL(TM) range of biodegradables.
Volume manufacturers of materials used in the U.S. quick service restaurant, supermarket and consumer mass-retailing industries are expected to be the earliest licensees for Stanelco's micro-manufacturing partnerships.
Stanelco has decided to take this step of offering vertical integration to a limited number of manufacturers who share with them environmental sustainable and competitive mindsets.
The decision to limit the number of licenses is in order that the roll out of these groundbreaking technologies can be carefully managed and to ensure that our partners have a secure supply of material that will enable them to offer continuous supply in turn to their customers. Based on feedback to date there is no shortage of interest in this venture. Accordingly, in order to accelerate the availability of our materials in the U.S., preference will be given to those companies able to move to agreement and bring product to market in the soonest time frame.
For further information about this offer, please contact:
Stephanie Morgan-Fisher
Director, CEO
Stanelco Inc.
423 S. Keller Road
Orlando, Fla. 32810
Tel: 407-838-1754
E-mail: smorgan-fisher@stanelcoinc-com
or
Martin Wagner, CEO
Stanelco PLC
Southampton, UK
Tel: +44 2380 867100
E-mail: martinw@stanelco.co.uk
hewittalan6
- 03 Mar 2006 16:23
- 15435 of 27111
Good find, Jim.
I like the bit about no shortage of interest!!
Alan
jimward9
- 03 Mar 2006 16:32
- 15436 of 27111
I like the bit: Demand In response to burgeoning U.S. demand for biodegradable materials in the quick service restaurant and mass-retailer packaging industries
driver
- 03 Mar 2006 16:51
- 15437 of 27111
Thanks jimward9
Research Page updated
52) Stanelco to Offer Limited Number of Micro-Manufacturing (BUSINESS WIRE)
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
EWRobson
- 03 Mar 2006 17:30
- 15438 of 27111
Well done, Jim. Didn't seem to affect the market. But its a nice move, a sort of controlled roll-out and puts SEO in the driving seat. Not sure what is involved in terms of equipment given that they are licenses to manufacture - or is the raw material used in existing packing equiment. Also trying to get a handle on the numbers. The Welsh plant is only 40K tons though that appears to have a mix of roles; German capacity was spoken of as 20K tons; SP Metal's (since renamed) internal requirement was stated to be 140K tons and valued at 56m euros. So are we talking about 8m euros or 5m say per licence of which SEO get 50%. Ten custoners is thus 25m of which a significant amount should come through to the bottom line, say 10m or 1.1p per share. At a pe of 10 that would be worth 11p of the share price. If these numbers are in the right ball-park then this would justify a break-out from the current trading range and a price of say 22p allowing a simial sum for GreenSeal at the present state of uncertainty. Would appreciate comments on these numbers.
Eric
hewittalan6
- 03 Mar 2006 17:34
- 15439 of 27111
Right.
Follow my maths here.
Each "unit" weighs 50 grams. 20 units to a kilo.
20,000 units to a tonne.
Okay so far? Good. I'm getting lost already.
20,000 tonnes per contract = 400,000,000 units.
The 20,000 tonnes is a minimum output and there are a number of licenses on offer.
Lets assume 5 licenses of the minimum tonnage.
that equates to 2 thousand million units per annum!!
That press release is significant. We will look back on that and realise how significant, to say the release of it was so low key.
Alan
hewittalan6
- 03 Mar 2006 17:38
- 15441 of 27111
I aint Paul and I never said that each unit was worth any particular value!
But the maths is correct.
Tot it up yourself.
The 50 grams comes from the results statement for a typical fast food unit.
Alan