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

NOP ,one of PM's tips if I remember correctly.I didnt take it but I did AEX up 300%.

had nop when they were proper penny shares, sold them just after the consolidation. Ummed and arred about buying back in last few weeks.
Guess I ummmed toooo long.

Now if only there was some good news re seo.................

Anyone here seen the research report on SEO produced by SVS securities,or know anything about them?

Mad Pad

No.

The oily one

Mad Pad
No but here's their link.

About SVS
SVS Securities is a dynamic and expanding stockbroker and corporate advisory firm, based in the heart of the City and is authorised and regulated by the Financial Services Authority.

SVS Securities provides timely and well-informed investment advice to our rapidly growing base of Private Clients. Our objective is to help our clients build a solid portfolio of investments that deliver strong growth over the medium to long term. We also focus on creating and preserving an adviser/client relationship that has longevity.

In addition to our advisory and execution services we provide in depth analysis reports on all shares that we recommend, along with objective analysis reports on a variety of other listed equities.

SVS Securities also offers private equity opportunities on an IPO (Initial Public Offering) basis, by way of a prospectus. These opportunities are offered to clients whom we feel are suitable or who have registered an interest in private equity.


http://www.svssecurities.com/svs/

Did you lot see this article? New website. Free to use, but need an email address to register to gain access.

Stanelco:
Big task ahead in converging intellectual property
(Mar 2006)

Stanelco isnt an easy business to explain in less than 1000 words

http://www.proactiveinvestors.com

Thanks beeb. A pretty comprehensive review considering it's shortness! Lends a lot more weight to the splitting of the RF and Starch businesses theory. Encouraging stuff though.
kim

Reckon any demerger is way down the line. A high tech firm is natural bedfellow with a cash cow, which I reckon applies to the starch business.

I know very little about company tax laws but would there be a tax advantage for the company to split? My appologies, shouldn't swear on BB's, sorry I mentioned the T word. T*X, there, that's better!
kim

I'm not sure a one product company which Starpol would become would be something I'd want to pin my life on. On the other hand SEO's IP would have a long hard struggle ahead to market itself profitably. Their combined forces is a soup to nuts offering for the world's largest retailers. No split please.

sd

sd
Possibly the main worry to some investors is, can the company cope with the impending massive increase in the size of the business and are there too many fingers (or not enough!) in too many pies? Fundamentally they are a packaging company with a research and dev department who are arguably the best in the world. I may seem to have indicated that I am in favour of a splitting of the bussineses; had SEO been responsible for all the manufacturing of their products then yes, I would have been but I agree that the whole gels pretty well together for the moment. I suspect they could do with an increase in staff numbers in the near future!
kim

The US webiste is gradually taking shape and now contains links to packaging co's who are licensed frogpack resellers. The us company eldwood rather disappointingly makes no mention of frogpack or SEO on their webite. the uk ones do to varying degrees some have links back to SEO and frogpack - god help us- but most either mention and show the helicopter test or show pics of frogpack and , one other says - Environmentally Friendly Air Pillows
We are proud to be launching Bio Degradeable and Environmentally Friendly Air Pillows to be used for cushioning and void fill.

do we dare assume that we now have quantum and frogpack actively generating revenue. whilst they are not massive cash generators at least somethings are being delivered whilst we wait for bigger things.

barney12345
It still takes ages to load a bugger if you have dial up.

http://www.stanelcoinc.com/

Perhaps someone should chuck a quantum powerball into the PR department to give it it's best ever cleanout!
kim

If you click on the frog it crocks.

kim
The jv method of expanding manufacturing capacity I like very much. It retains quality and commercial control over both PI and manufacture whilst using someone else's capital.

Also, whilst pricing must remain pretty fluid in these early days, SEO have the flexibility to take their profit in either form, finished product margin or licence fee. Perhaps different customers require different pricing mixes.

Once these two elements split, they may well end up competing with each other for the market-available profit element of the combined business. If the material side one, cashflow for further IP development would be stifeld and SEO would soon die. If the IP side one, the ability to generate profitable capacity in material might suffer.

sd

yes i know the site is still cack and slow even on broadband, but it is interesting to see there are resellers who are promoting frogpack on their own websites and presumably manuafactring and selling it.

http://www.networkpack.co.uk
http://www.lightningpackaging.co.uk/products/new.lasso

etc etc


Interestingly they also say that if you want to become a reseller pls contact seo. So the idea that the website is not their shop window is wrong as they clearly hope to attract other rellers of frogpack via the website. If that is the case MAKE THE LINKS WORK......

sd
Yes, well said, and for once competition would not be healthy, I agree with you!

Driver,
not only does the frog croak, the bird sings: I hope the little plop that the names make when they fall in the water is not indicative of SEO's future. Nah, that won't happen!
kim

Driver

You must be the only one with dial up these days!!

The oily one

Oilywag
I havent, I was suggesting that all the companies that are interested in SEOs products a lot of them will still have dial up W/Mart for one as barney well knows.