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
Am I right in thinking that SEO control everything then?
kim

No problemo, anyone hear an engine revving?

Results RNS said WM were fastracking SEO product.
This release says;

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

And

preference will be given to those companies able to move to agreement and bring product to market in the soonest time frame.


Not going to put two an two together cos when I get 4 SEO get some other number!!
Going to cricket nets soon but my mind will be on this (sad little twerp that i am)
Alan

I like it. Have you got a 'environmental, sustainable and competitive mind-set'? The answer for any self-respecting supplier has to be yes. If so, and if you are able to act quickly, beating others to the door and get the product to the amrket quickly, then we will do business with you. Nice bit of arrogance, but oprobablky just right for the yanks!

Alan didn't produce a 'credible' number so what about my revenue forecast above?

Eric

Starpol is in its final weeks of coming to commercialisation, as the US release points out in full confidence of its product. And i bet its mcd's who are the first licensee.

The numbers in the previous post show the potential starpol has, which i dont think shares mag have taken into consideration. They must think seo is just about greenseal.

but why not an rns, after years of flannel rns's the really big news via a press release!!!

hope to god no-one applies for starpol via the us website or email as neither works. I wonder how many other walmart/mcds suppliers have no website or published email?

Excellent post Barney and I'm very surprised to hear this, SEO are looking for sales and to cut a potential source of enquiry isn't acceptable.

explosive you need to join qc and I on fyb, the seo marketing is a joke. I am not being negative but the biotec website is still in german and contacts are still german addresses, the frogpack links do not work and aquasol has no seo branding. WE NEED GROUP MARKETING STRATEGY AND ITEM 1 IS WEBSITE BRANDING CONSISTENCY. I emailed seo US today via their website 20 mins later got a reply no such emolyee email returned, then this pm the same woman issues a press release.

Pathetic joined up PR. The frogpack site has a link to seo. except the link goes to the old seo site which is decommissioned so you get 404 site not found error.

I mean for pity sake.

Then they announce 2 machines but who cares it is all starpol.

really really wonder sales and marekting dept need a rocket somewhere.

barney
You may have the wrong Web Site; the Link below is for Biotec its not in German. I do agree the SEO Site is crap and also the Aquasol Site they are out of date and very uninformative. SEO need to be told and get their house in order.


http://www.biotec.de/engl/index_engl.htm

Just had another look the contacts are in German.

driver go to seo website follow the biotec link ang go to contacts, think you will see my point.

but agree, I want to be positive, want this co to suceed.

QC and I are building on FYB to email seo once a week to tell them to sort this. If 20 of us from various bbs mail them every 7 days we may get them to sort it.

sorry driver crossed in post

Barney

I am also highly disappointed with SEO's website. Its a bloody shambles and is probably doing more damage to the company's reputation than any good. There is absolutely no excuse at all for it. They really do not realise that the website is the company's shop window to entice people in to enquire and buy.

At the moment I cannot get into FYB to post because I have changed my settings during a cleanup and forgotten my password. I can and do read the board every day to keep up with the discussions - most of which are very helpful and informative.

The oily one

barney - MAM is the only BB that I read or post on. I personaly find fyb a pain to use and prefer the simplicity of the MAM site in comparison.

Happy to support though from MAM.

Alan6 - Eric is the current M-AM G0LF Champion (2005) and he does NOT lose many/any gollies (biodegradable or otherwise), i.e. as steady & solid as a non-bio ROCK with stamina to match!! BTW please feel free to join us on the Eve of The World Cup. Max. handicap allowance is: 28. But whatever happens, you will enjoy great banter with a great bunch of lads, if last year's Event is anything to go by!

LOL re: your post: 15428 - superb! :o)

I think McD's and Wal-Mart will certainly be asking questions about Stanelco's website. It's probably top of their list in negotiations. Thankfully, for some of us shareholders, the board of Stanelco know how to prioritise.

Eric,
Re post 15493.
The number is credible. The time scale is up for discussion as per oilywags observation that it could be a contract for any length of time.
Each tonne of Starpol will be sufficient for 20,000 50 gram trays.
Each contract is for a minimum 20,000 tonnes.
20,000 x 20,000 = 400,000,000 units!
That is using the maths from the results where 75,000 tonnes produced 1,500,000,000 units.
Now remember that it is "a number of contracts" and a "minimum" 20,000 tonnes and I think I am being conservative thinking of 5 contracts for minimum tonnage.
What we do not know, unless anyone can drag a pointer up from previous RNS, is what exactly the business model for this is, and therefore the effect on bottom line. But it must be big. It cannot be small fry when we are talking 2 billion units.
Further, do I remeber the word initially from the RNS? Could there be more to come?
I am trying to find the holes in these figures and keep the post low key because I do not want to be seen to "ramp", but the numbers are there in black and white. The devil is in the detail. We do not know the business model and therefore how profitable this may be and we do not know what it may cost SEO to make it happen.
That must be the next step to making sensible predictions on cash generation, profitability and effect on SP.
Alan

C'mon guys. help me out here.
My calculator fingers got a blister on it as I try to disprove my own maths, and work out what it could mean, in terms of revenue and profitability.
18 months ago, Earthshell said the disposable plastics for the food industry were worth about $25 billion dollars a year.
Eric suggested that a figure of 25 million might be a good point to start. If that is a good figure then SEO share of the market would be about 0.15%, or in other words we would be talking (using Oilywags 5 years and my dubious maths of 400 million units) about a global market of 52.8 billion units per annum. Now that number really is not credible, so we must assume a greater market share than 0.15%.
Of course, the logic used is less than perfect. I could be grossly overestimating the total production from these licenses. the $25 billion figure may be an exageration or may include items that would not be suitable for Starpol, the market may have shrunk, or any number of things, but it seems to me that 20 million is a little on the low side.
Let me be clear. I AM NOT TRYING TO RAMP THIS SHARE. The risks are now lower, but still there. The upside has improved dramatically and the downside is less frightening.
What I am trying to do is get a handle on what the numbers may mean, and trying to stimulate debate and investigation, cos quite frankly I am getting lost in a fog of logic.
My gut feeling is still that this announcement underpins an SP of about 20p, and other announcements should add to this.
Big message on Friday, big numbers and very little attempt by most to translate it into what it means to shareholders.
Stick your necks out!! Look as daft as me and try to make sense of it.
Alan

Alan,

The 1.5bn units was an annual requirement so 75,000 tonnes of material will be required annually to satisfy. The 20,000 tonne license only satisfies 27% of the annual requirement, yes, we don't know the term of the license but it is most likely to be a year.

Sphere have an annual requirement of 10,000 tonnes from Biotec estimated at in excess of 13.5m, so the revenue from the evaluated tray will be in excess of 100m. As it will be a JV, we can only guess at the SEO income.