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

Thanks everyone
lindos

Hello garyble,

The proactiveinvestors note is new out today, it was complied this weekend.

"How fast is a WMT fast-track ?"

"Several years ago, growth in case-ready red-meat packaging surged to double-digit rates as processors scrambled to supply Wal-Mart SuperCenters chain-wide conversion while some retailers accelerated long-standing programs"

"Morgan Stanley Dean Witter singles out Wal-Mart as the single largest retail driving force"

"In early 2002, Wal-Mart had--by far--the leading position in case-ready meat retailing, selling more than half of all domestic case-ready meats--1 billion units"

"Historically, Wal-Mart has been tremendously influential in bringing new technology to the retail industry. The Arkansas-based retailer was behind barcodings success. It was only after Wal-Mart demanded that suppliers use the technology that other retailers started putting barcodes on their products."

WAL-MART spurs case-ready meat. unit-dose drugs
Wal-Mart does not set packaging policy for consumer packaged goods companies. But due to its sheer size and adoption of certain packaging systems, its a big driver of packaging trends.
Here are two examples of how Wal-Mart is influencing the direction of packaging.
Case-ready meat. Almost single-handedly, Wal-Mart has fueled the growth of case-ready red meat. This includes ground beef and cuts of beef, pork and veal.
Through its Supercenters and Neighborhood Markets, Wal-Mart distributes about 1.5 to 2 billion packages of case-ready red meat or about half of the total units of case-ready meat in the United States.
Wal-Marts case-ready meats are packed in modified-atmosphere trays with a high-oxygen content (80 percent oxygen/20 percent carbon dioxide), according to a report, How Wal-Mart is Reshaping Packaging, from PakIntell.
There are numerous competing technologies for case-ready. Wal-Marts selection of the high-oxygen environment, based largely on its experiences in Europe, recast the marketand fortunesfor numerous vendors, says the report.
Some observers believe that Wal-Mart is pushing for a standardized tray size for all its case-ready red meat to streamline its merchandising and display.
n Unit-dose drug packaging. Wal-Mart is taking the lead role in urging pharmaceutical suppliers to switch from amber plastic vials to unit-dose, blister packaging for prescription drugs, says the PakIntell report.
The retailer believes unit-dose blisters will help consumers with dosage compliance, provide more information on the packaging and establish brand loyalty.
As a result of Wal-Marts initiative, some drug companies are taking a hard look at unit-dose packaging for new products. They are focusing on new products because of regulatory hurdles to changing the packaging of an existing product, says Bill LeMaire, Managing Director of PakIntell and author of the report.

Lol sd,

I would say its was at least 4gsmpa!

JJs - there is something unmistakablke about the style of your last post - can't quite put my finger on it - it'll come to me, no doubt.

"Wal-Marts case-ready meats are packed in modified-atmosphere trays with a high-oxygen content (80 percent oxygen/20 percent carbon dioxide)" This may make the meat look red, but high nitrogen has to be better to preserve it in edible condition, surely?

"dosage compliance, provide more information on the packaging and establish brand loyalty." So WM are taking the lead in ecological values again I see!

SD, I had that feeling as well ...
Could it be our old friend?

Uncanny!

well you lot took your time !!

Erm. I'm still not there.
Am I stupid? No, i think I just worked it out.
You lot are all Masters on guessing.
Alan

Nice one Alan! :-)
kim

ah. time to take things with a hefty pinch of salt.- AGAIN
Will see what the AM beings.
be lucky

News item on BBC this am, showing evidence that the chances of cancer being caused by plastics is far higher than previously thought. Yet another continuing scare story ( does not mean it's not true ) that will effect petroleum based plastics use.

From the article on proactiveinvestors.com :-

It certainly would make sense to at the very least split the RF and Starch businesses into two separate entities and allow them to be valued by the market on their own merits.A split of the companys two core divisions looks almost a certainty in the not too distant future.'

Does anyone have any ideas on the liklihood of this and how it might affect shareholders?

A split may not be such a bad idea, I feel that SEO's reputation has been slightly tainted by the problems with Greenseal and although there will be a surge in machine sales now (unless something else goes wrong!) the Starch business IMO is the 'Star' and a separation will give it a higher profile.
kim

Two sets of shares, both doing well, wouldn't be such a bad thing!?!

Oblo,

I see splitting the business as only a quick and easy route to increased funding. GS and starpol, though not completely symbiotic, are complementary.

with AEI and Premier available in the States and presumably a standard model for the "Micro-manufacturing" plant, I don't see the need to split the business.

Once the novelty of GS wears off, I believe the license fee approach will dry up, especially as the competition improves so starpol will be key {A single tray for WM equates to 112m pa.....how many more such trays?}.

The new FD has been brought in to do just the right juggling to see the company through this most crucial of phases.

Whilst it's a pleasant change , having new topics of conversation, I think we're getting a bit ahead of ourselves-- or being led down the garden path.
If at some future date the shares are split then all fare and well (Though personally I think the two halves of business compliment each other). what would be good for the SP and my spirits woud be some hard earned cash on bottom line instead of 'more jam tomorrow'.
I don't mean to piss on anyones fire , but.... we are all still waiting .
show me the money!!!!!!!!

Yes, you are right Tweenie. Come on Howard, tell us something! Show us the airplane ticket was worth the money!!
kim

Just been catching up on some very constructive posts over the last few days plus the Evo note. Have topped up another cfd making good my 'base' position. Not expecting a dramatic move for a while but could come at anytime. The most significant things are that Greenseal is moving at last and we are beginning to understand the WM supplier picture. The understanding of 'senior debt' is helpful, reducing the risk of a share placing, as is knowing the qualifications of the new FD.

I do agree that the company has made some good moves and the breadth of the opportunity is much greater than, say, a year ago. The recent sp has been remarkably stable considering that we have moved in six months from the price being justified by Greenseal projections to perception that the major action is in Starpol JVs. Tim Freeborn agrees my earlier observation that 'Stanelco has suffered from having a small engineering team working on a large project'. But they have been playing their cards well, on the whole, as expertly summarised by wise old sd. From the sound of it, it will be several weeks before Greenseal doubts are fully allayed so micro-factories JV progress could be first. That really makes sense for an essentially engineering firm and gives the joined up thinking with Biotec; I conclude that any thought of splitting the company are premature but could come down the line if the US plastic market venture comes to dwarf the remainder of the business.

Eric

SEO should be ok for more working capital should they need it, if this comes off!:-

WASHINGTON (AFX) -- Thirty-eight individuals representing banking, labor, consumer and other groups are scheduled to testify at a federal hearing April 10 and 11 about Wal-Mart's plan to open a specialized bank, the Federal Deposit Insurance Corporation said Tuesday. The FDIC will also hold a second hearing in Overland Park, Kansas on April 25, at which 32 people will testify. Wal-Mart's bid to open an industrial-loan bank in Utah has drawn fire from bankers, who argue commercial firms shouldn't own banks. Shares of the retailer closed Monday at $47.76, up $1.07.
kim

I think industrial, in this context, refers not to business and commerce, but to the old insurance company idea of industrial branch business.
It doesn't really exist any more and the closest thing to it is the credit unions thta many major cities have.
Off thread a bit, but interesting.
Alan