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

hot to my heart , to read intelligent and reality based viewppoint .
Thank you Eric

Oily,
Theres a really convoluted joke in here somewhere about Kim and Your bronchial health, and cats among the pigeons on here, and bird flu. But I can't be bothered looking for it and I don't think you'd thank me for it anyway.
Alan

Eric

I agree with you about SEO appearing to being over confident to a point of being naiive. Lets hope WM help them to smell the coffee and bring them down to ground and then point them in the right direction.

Just thinking back to the interview that Ian Balchin did in the US, he sounded so much like a boffin who had little clear idea as to how to commercialise the products. We need streetwise sales people with real business savvy.

The oily one.

Go on Alan risk your life with it! I'll be gentle whilst snuffing you out, promise.

The oily one

I think we are underestimating the experience that Howard White, Ian Balchin and Philip Lovegrove have. Wal-Mart, Coca Cola and McDonalds (through Perseco) Do not entertain amateurs. It is not easy for a relatively unknown company in the field, the size of Stanelco to even get a meeting with companies of their size let alone be in full commercial trials. Even EKI commented on the "professionalism" of the board in the purchase of Biotec. I think we should step back and look how far this company has come in a relatively short amount of time. In little over a year this comapny has gone from a near basket case to a market leading packaging company in full commercial trials with 1 if not more of the largest companies in the world. At this moment the board has my vote.

Well done, Biscuit. We were fast approaching a consensus which was not that complimentary but still recognising the strengths that they do have. Without changing the views expressed, I accept some terrific achievements: (i) their R/F research, the selction of a target market, their focus, after one or two false starts on the supermarkert majors (rather than suppliers or agencies) (ii) their licensing oriented business model; (iii) the pursuit and capture of Biotec; (iv) their focussing on the major opportunities both in product and market terms. Enouigh said, for the moment about the negativities and risk factors.
Eric

Biscuit - 17 Mar 2006 19:30 - 15672 of 15673
a market leading packaging company

Is there no market leading packaging company that makes a profit?

Oh yes! My first day outdoors since 1st March and were did m'good lady take me? Shopping! To Sainsbury!! Anyway, was able to mutter "The packaging isn't as good as ASDA's" in earshot of the manager, who I have no doubt is still on the phone with Head Office at this minute! 'Fraid I didn't buy much in the way of healthy food Oily! Good to hear that you have not had any lasting effect from your experience.

I had a trawl through the NAAFI website, after which I have this silly idea that Mr Clive Warner is a VERY useful addition to the SEO family:-

"Clive Warner BSc FCA, Finance Director

Joined the Board as Finance Director in May 2002 and is also responsible for IT. A Chartered Accountant, his financial experience was gained in the retail and leisure sectors with Sears, Woolworth and UCI Cinemas.

In Germany NAAFI has some of its most sophisticated offers for customers. The stores here can be small Express stores located right next to the places servicemen live and work with long opening hours and convenient items like milk and boot polish (as well as beer and videos for the long evenings). Or they could be one of our Max stores where we stock all the food and home items you might need, and in addition we bring over 2 000 Tesco own brand products from breadsticks to sausages into Germany. We make sure we have lots of special offers that change frequently to keep you coming back again and again!

Did you know that on average each British soldier in Germany is getting through a pack of Tesco sausages per week?"

Could we see a link to Tesco one day? An entirely new set of Websites too?

Won't be offended by a joke Al!
kim

Eric,

You say 'This is a measure of lack of confidence in the management team, not as innovators, but for commercial nous. '

Surely this is a case of investors (i.e. you and some others) thinking in time scales different to the management team. That is, being impatient.

We are at a stage where, IMO, all that remains is for the T's to be crossed and the i's dotted. If this happens and contracts are signed with WM, McDonalds or whoever, and the ASDA conversions finally meet expectations, as I believe they will, will you not then be praising the management for their commercial nous?

It's purely a question of time. If the deals come off, I believe the ability of the management team will be completely vindicated. It will be an incredible achievement. Please dont write them off yet!

P.S. Blinger/seq/stainco has now been given the push from FYB, so expect him to surface here shortly in a new guise!

Kim
Countdown to the deal with Tesco's.

http://www.timeanddate.com/counters/customcounter.html?day=1&month=12&year=2020&hour=&min=&sec=&p0=0

That's a good 'un! A pity that Clive Warner will be retired by then Driver!
kim

I hope you aren't relying on that to be your retirement day Driver, the government will have made retirement age 95 by then!!
kim

I come back to my initial point about the management, that is they need to concentrate on pushing the existing contract through with ASDA.

Without signifigant improvement in these numbers the city will lose confidence in this shares and my fears are that we will be then looking at 10p per share.

It is fine for them to be talking to WM and MCdonalds, but they need to show that not only can they win these contracts but convert them into profit making ventures.

It has been mentioned about the low hanging fruit being the priority at the moment, but i feel that we are in real danger of that low hanging fruit being rotten by the time it is delivered to the shops. This is why it is important that all the minor things surround this company are as professional as possible, and is hence why the website atracts so much attention.

I remain a long term holder at the moment, however if there are more delays with the Greenseal contract, I will review my position, as I believe patience is running low on this particular contract. To many broken promises will have a negative impact on the share price.

We have various RNS from the company on a wide range of topics, Greenseal, Starpol, Frogpac, Petalpack and the cigarette filters - they really need to convert one of these to give the city confidence. This is not a lack of patience, just a realism that if you keep giving good news followed by nothing substaintal to back it up, people will write you off as a serious player in the market. Its a bit like the centre forward who joins your club promising that he can score 20 goals a season, after 20 matches without a goal you bin him.

To stretch an analogy, would you really bin the centre forward??
If he was a star player who really could score 20 a season, I might look at whether the midfield was providing him with a decent service, whether the coaching staff were training him well, whether the manager was using the right tactics. Then, maybe, sack the bugger.
The analogy actually fits quite well.
In my daydream scenario earlier about WM mentoring SEO, WM are a wily old coach who has spotted a world class, but young and inexperienced striker in Starpol (Not Greenseal, for my money).
They know that with the right coaching, tactics and support, he is the next big money star. Just as Wayne Rooney playing for Frickley Athletic would score more goals and be worth a few grand, but playing for Man Utd and scoring less is worth 30mill +, WM are taking Starpol from the Sunday league to the Premier League, where it will take a while for this "striker" to adjust, and find the net. But it will be worth it.
The further I got in, the worse the analogy got, but you get my meaning.
I believe WM have spotted a rare talent, recognised it, and will now groom it for their own ends.
The realism applies to realising that in 12 months a company has gone from a good but unproven idea to possibly the 2 biggest corporate clients in the world wanting to buy their product. Realism is realising that it is a bit like FIFA (here we go with football again) asking my local pub football team to organise a World Cup for 2007!!!
I still say that if you had been offered todays position with SEO 12 months ago (WM, Asda, McDonalds, Coca Cola) you would have taken it gladly.
How our expectations change so quickly. Unless there is terrible news, I am going nowhere. SEO will organise that world cup, they will groom that striker, he will get 20 goals a season. Team tactics and coaching staff may have to make way, but it will happen.
Rome wasn't built in a day. Milton Keynes was. Give me Rome over Milton Keynes every time.
Alan

Dear All

I have to say, love you as I do, there is pretty high noise to signal ratio on this board and it's becoming repetetive and self-destructive in style.

Ten simple facts are:-
1) great IP, now rationalised via ooc settlement
2) 3 or 4 great channels of development towards commercialisation
3) 2 or 3 world leading potential customers in serious trials
4) Source of raw materials JV'd
5) Europe and USA approved for ALL foods - major
6) Means of manufacturing via JV's declared
7) Well-funded with unused credit lines established
8) Management structure and personnel developing in line with needs
9) I'm a committed long-term shareholder
10) SP more than doubled in a year - ignore the spike, that was investors' fault not SEO's

If you're bored go and bitch elsewhere. Higher volume does not make more interesting reading. This is the most testing time of any company at this stage - successful bringing to market. I have not looked recently, but last time I did there were a number of solid institutions backing SEO. I am sure they are more capable than mere speculation on a BB of direct interface with the management on all the issues you raise.

The point of investing is to make money without physical effort or too much time taken. So relax and stop giving yourselves a hard time. Then I would have more free time - from not having to read so much verbiage going nowhere.

best

sd

Prospector,

Regarding the ASDA conversions being pushed through. I dont think the recently announced 'tie-up' with WM would have happened if WM viewed the ASDA conversion progress negatively. I see the ASDA conversions as in effect being the WM trial. The announcement of the tie up some 8 months through the ASDA exclusivity period would suggest that WM are positive with progress or they wouldn't be talking to SEO.

Negativity with the conversion progress would appear to be confined to a few investors posting on BB's who have no inside knowledge and nothing to base their expectations of progress on. This wont affect the success of the eventual roll-out one jot. With new technology and innovation, it takes as long as it takes within a reasonable time frame. That time-frame is far from being unreasonable yet, IMO.

I understand your feelings SD, but isn't that what a BB is all about?
Personally I am more bullish than I have been in a long time, and this has been brought about, strangely, by the bearish comments I have read on here!!
You're right, the big boys get to talk to the management and find out what is happening, we don't. Our only option is to hypothesise and work out for ourselves what is likely or not.
Despite being a cynical old sod, I tend to be a little bit dewey eyed about SEO (God knows why) and it takes a poster to point out the possible negatives to me. Based on those points I go away and think (a long slow process) and make a judgement on that. I feel I make a better judgement for that process.
These are exciting times. The next RNS will probably be to announce the purchase of a new kettle for the staff kitchen, but it may be a massive JV for Starpol, a commitment for WM and Greenseal, a multi million pound ciggy filter sale, a signal to watch out for different packaging on Coca Cola or an announcement that McDonalds are going all green and environmentally friendly. Of course investors are going to make a lot of noise!
I respect your postings immensly, and I feel you too are very positive, but that needs tempering by the negative posts. It does for me anyway. Just to remind me that things can, do and will go wrong.
Alan

Fair enough Alan
Really just clarifying my own POV. I generally find that writing out ones thoughts and being prepared to publish them prevents one from harbouring cosy, woolly ones which clutter the mind.
See you at 1+ I imagine one day soon enough.
sd

No, Alan, the RNS re the new kettle has already been announced:-


Stanelco PLC
25 December 2005



Stanelco PLC ("Stanelco", "the Company" or "the Group")


CHAIRMAN'S STATEMENT

The Chairman and Board of Directors of Stanelco PLC are pleased to announce the delivery, sometime during last night/early hours of this morning, of a brand new, shiny kettle for the staff kitchen.

This information is provided by RNS (allegedly)
The company news service from the London Stock Exchange

To be serious, we can conjecture all day and every night, what we cannot do is force SEO to become superstars overnight; IMO however, that is what they WILL become in the now not too distant future - just a gut feeling. WM have not lost patience, nor should we.
kim

That is a classy RNS, Kim. Just my sense of humour.
You really brightened my day. thanks.
Alan