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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


JJS - 24 Apr 2006 12:22 - 16088 of 27111

I think Tyson are in the UK to view Greenseal running in a commercial environment, at full speed, with no problems, and at Starpol coming off ASDA commercial test lines.

In the USA all they can see is a machine installed at AEIS, a machine that is not in full speed commercial production, and is in a controlled environment, not a very cold supplier factory.

I doubt they would be interested in seeing micro-manufacturing of Starpol (I also doubt there is anywhere to see this in the UK), all they want is to see the end product, trays and film, before and after filling and sealing on a commercial production line, like they can at ASDA. Bear in mind that Tyson is a meat processor, not a tray and film manufacturer.

If they have the confidence to bring Wal*Mart and Tyson to the UK to see Greenseal, then Greenseal must now be problem free, which also means those UK orders for 40 and 50 machines should come in soon too.

EWRobson - 24 Apr 2006 12:45 - 16089 of 27111

JJS: Thanks for that which is clearly informed comment. My understanding has been that the micro-plants for Starpol were to be installed at suppliers as the most efficient method of supply (reference announcement of such plants in US). Is the Welsh plant not a reference point? Starpol certainly goes with Greenseal but presumably is not dependent on R/F conversions; i.e. can they not use existing machines to get the bio-degradable capability and do R/F as stage 2?

It would be good to get the head around the opportunity so that this time our expectations are more realisitic. I do feel though that better news is not that far away.

Eric

Dynamite - 24 Apr 2006 15:45 - 16090 of 27111

Hi Eric, How you doing? Back in SEO after selling out at 27P...I feel SEO has bottomed out now and still has lots of potential.
Di
:-)

greekman - 24 Apr 2006 15:51 - 16091 of 27111

Eric,JJS,

Both good points and posts. I think ( hope ) it could be a bit of both. After all why not kill two birds with one visit, so to speak, ie to view a micro-plant, and Greenseal running in a commercial environment, at full speed. All the little bits over the last year appear to be coming together nicely.

EWRobson - 24 Apr 2006 16:24 - 16092 of 27111

edit

EWRobson - 24 Apr 2006 16:27 - 16093 of 27111

Di: super to have you back. Your prescience is remarkable: out at the right time; back in at the right time, hopefully. greekman has it right. The hand of cards is good with plenty of trumps; last time they built a house of cards on poor foundations. This time they seem to be getting it right.

Eric

driver - 24 Apr 2006 16:34 - 16094 of 27111

Dynamite
Blimmy where have you been hiding.

Dynamite - 24 Apr 2006 16:50 - 16095 of 27111

urmmmmmmmmmmm....making money elsewhere...KMR 14p-46p still hold ..NOP 50p-150...HYR 17p-34 still hold, GFM 30-89p..(had to sell alot of GFM as 75% of my portfolio was GFM due to profits so I have used the profit to buy SEO, CHP, GOO,VML, EPD and I still money spare cos my profit was really good.
Now I hope to make money on SEO again :-)
Di

JJS - 24 Apr 2006 17:14 - 16096 of 27111


Eric,

Yes the micro manufacturing will be in suppliers factories, not at the suppliers of food to Wal*Mart, but at the suppliers of film and trays to the food processors.

I still doubt there is anywhere in the UK where Starpol is currently being formed into trays and film, the plant in Wales is going to be a while before it is commisioned, and I think all ASDA trays and film for trials is being shipped in from Biotec.

I still see no point in Tyson looking at a micro-manufacturing plant, it's not really their bag, they chop up animals and pack them in gas, they don't make trays and film, but they would be very interested in seeing full speed commercial production, with Starpol trays and film being Greensealed :)

Think about that one tray in the EVO note, 75,000 tons of Starpol and 500 Greenseal conversions, not bad for the first US order !

greekman - 24 Apr 2006 17:26 - 16097 of 27111

I knew Walmart were big, but not that big. ( The following brief extract is taken from an article by Stephen Lendham Vheadlines.com ). It's Dated today. Just look how Walmart have expanded from 1999 to 2005.

Of the world's 100 largest economies, 51 are corporations.
The combined sales of the world's biggest 200 corporations (called "The Group" ) in 1999 equaled 27.5% of world Gross Domestic Product (GDP) and are growing faster than overall global economic activity.
The Group's combined sales exceed the total combined economies of all nations in the world except the largest 10.
The largest employer in the world, Walmart, employed 1,140,000 in 1999 (1.6 million in 2005) or 5% of The Group's total employment.
End of extract.

If/when SEO do get Walmart contracts signed and sealed, it can only be the start of something massive. Notice the if/when. I am as confident in SEO as I have ever been, but as we all know nothing is certain.

greekman - 24 Apr 2006 17:37 - 16098 of 27111

JJS,

Re Tyson....Tyson and many other companies may soon have to alter their pack in gas packaging if the scare stories re this gas gather momentum. It's been shown that these gases mask quality, conditioned meats.

Ban Sought on Use of Carbon Monoxide to Fix Meat Color
Published on: February 21, 2006

Millions of Americans may be buying beef or seafood that has been treated with carbon monoxide as a "pigment fixative" in other words, carbon monoxide has been used to keep the product's pink or rosy color in an effort to keep it looking fresh. The problem is that sometimes the color may be fresh-looking, but the meat or seafood may actually be spoiled. Critics are challenging the Food and Drug Administration and the nation's powerful meat industry, saying the agency violated its own rules by allowing the practice without a formal evaluation of its impact on consumer safety.

driver - 24 Apr 2006 17:41 - 16099 of 27111

Dynamite
After all that success welcome back, I hope you bring some luck to this stock it needs it.

Oilywag - 24 Apr 2006 18:27 - 16100 of 27111

If memory serves me correct in the latest EVO report, it mentioned that three of SEO's the five main products are rated as best in the world ... at present ... for the solutions they provide.

If WalMart does place an order with SEO, given their size and power, surely, or just maybe, Starpol and Greenseal will become one of the de facto standards for packaging around the world for companies that are being environmentally sound.

The oily one

PS Any more questions for the AGM?

JJS - 24 Apr 2006 18:38 - 16101 of 27111


Greekman,

Very true, I think Carbonmonoxide will be banned, and that will mean packers and retailers looking for something that can prolong shelf life and taste, without the negatives of Carbonmonoxide, ie Greenseal.

EWRobson - 24 Apr 2006 18:42 - 16102 of 27111

Great reading some encouraging posts. So thanks to JJS, greekman, oilywag. Plus, dynamite of course who goes where the explosive action is! I expect what WalMart want, Tyson give them. I expect what Tyson want, their packaging supplier gives them. By gum, the mind boggles at the future for Stanelco.

Eric

JJS - 24 Apr 2006 18:45 - 16103 of 27111


Oily,

The EVO note said the following

"We have had detailed discussions with one of Stanelco's major US supporters, a household name with sales over 10Bn. It's head of packaging and development rated Stanelco a world leader in 3 out of 5 categories of sustainable products. This has given us great confidence in Stanelco's near-term prospects in North America"



JJS - 24 Apr 2006 18:47 - 16104 of 27111


P.S. I think that household name could be Perseco

Oilywag - 24 Apr 2006 18:59 - 16105 of 27111

JJS

Thanks for blowing the cobwebs from my mind. I've edited my previous post to correct the error.

The oily one

Mad Pad - 24 Apr 2006 19:01 - 16106 of 27111

Oilywag I will try to get to the AGM but don't land at LHR till 1300 so will be cutting it a bit fine.Look out for a late arrival with a black bag!Hope you will post any replies, you might be lucky enough to get,here in any event. Many thanks in anticipation.Mad Pad.

niceonecyril - 24 Apr 2006 23:12 - 16107 of 27111

From advfn,
http://www.packstrat.com/CDA/Articles/Feature_Article/98edc99739eaa010VgnVCM100000f932a8c0

cyril
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