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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


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

driver - 03 Mar 2006 17:36 - 15440 of 27111

hewittalan6
Your not paul are you would that be a sp of 20

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

hewittalan6 - 03 Mar 2006 17:40 - 15442 of 27111

BTW. Thats number 5 on my earlier list of expected RNS.
1 down, 4 to go. ;-)
Alan

driver - 03 Mar 2006 17:40 - 15443 of 27111

Al
It was only a joke, well done on the maths.

hewittalan6 - 03 Mar 2006 17:43 - 15444 of 27111

Sorry driver.
getting a bit excited up here.
That (in my opinion) is a more significant bit of news that the tie up with WalMart or the McD thing.
Mouthwatering!!!!
Alan

stockdog - 03 Mar 2006 17:47 - 15445 of 27111

Alan
nice sums - I take it you think it's 20k tonnes p.a. or is it per term which might be 2, 3 or 5 years?

Actually the number if units is just a function of how light each is. I'm more interested in starting with the demographics of several million units (which products/end users) and dividing by the relevant numbers to get back to the realistic number of tonnes - that would tell us SPmetal's gross revenue of which 50% belongs to SEO after manufacturing and overhead costs of course.

Do you think that SEO will also be able to charge a royalty on each unit - now the big numbers become very interesting?

sd

kimoldfield - 03 Mar 2006 17:49 - 15446 of 27111

I'm sticking to my prediction that Starpol packaging will be bigger that Greenseal, GS has a limited application use, Starpol is unlimited - keeping up with volume being the only possible problem. 20 by Christmas!?! A good find Jim
kim

hewittalan6 - 03 Mar 2006 17:55 - 15447 of 27111

Its another vague one!!
Could well be 5 years, but that is still huge numbers.
I don't think SEO will go the royalty route, but the numbers of units possible tell us this is BIG.
After all, 50 gram may be correct for a takeaway carton, but it will be less for pre packaged foods from supermarkets.
My interest is the indication that it really is happening now, the licenses are going out. The really vague bit? What on earth is vertical integration? I thought that was from the Karma Sutra!!!
Alan

Biscuit - 03 Mar 2006 18:07 - 15448 of 27111

Vertical integration as an example would be a retailer owning a supplier. Horizontal integration would be a retailer owning another retailer.

hewittalan6 - 03 Mar 2006 18:09 - 15449 of 27111

Thanks for that biscuit.
That makes a bit more sense now.
Alan :-)
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