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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


oblomov - 25 Apr 2006 11:51 - 16130 of 27111


Yes Tony - bought in at 6p, so not complaining, but for the past year we've all expected even greater things and the present SP is based purely on potential. If SEO doesn't start to deliver in terms of serious income in the near future we could quickly see 4p or lower again.

That sounds rather pessimistic, which I'm not as I believe we've turned a corner now and some of the many irons in the fire will come good.

KEAYDIAN - 25 Apr 2006 12:54 - 16131 of 27111

Still time to get in?

KD.

hewittalan6 - 25 Apr 2006 12:56 - 16132 of 27111

Oh Yes.

JJS - 25 Apr 2006 13:03 - 16133 of 27111


Eric,

I think your view of Tyson looking at Starpol 3000 might be jumping the gun, as Terry said Starpol 3000 will be available this year(ie not yet), and that those who take Starpol 2000 will get the first bite at Starpol 3000, I take that to mean Tyson will be going for Starpol 2000, which is already the subject of trials at ASDA, so that is waht they are here this week to view, along with full speed commercial Greenseal.

Terry said "But at Stanelco we do not stand still. Starpol 3000 is a new development, which will be available during 2006. This product has all of the attributes of Starpol 2000 but will be clear. Now being an ex retailer myself I'm not giving an offer of buy one get one free, but I will say that existing Starpol 2000 customers are likely to have first bite of the Starpol 3000 cherry."

johnny the fox - 25 Apr 2006 13:04 - 16134 of 27111

greekman

Agree with your points but unfortunately when one looks at facts we still, afaik, have no revenue to speak of and no contracts (apart from asda & 2(!) machines)

I know h/w said 2/3 years before any real results but the clock has been running a while now. I have held since 5p so not complaining but I would prefer to see some on-going forward momentum here rather than the static situation we seem to have had these past months.

Time will tell.

JJS - 25 Apr 2006 13:10 - 16135 of 27111

Surely we are on the verge of a much higher SP ?

Do the calculations !

"Each MMF will contribute approximately GBP 4 million per annum per 20,000 ton licence plus a small percentage of end product sale price" then add "The market that it will be replacing is in the magnitude of millions of tons and this market will be entered into by a substantial number of micro manufacturing plants" and " interest levels from end users and converters has been immense"

Question is, what is a 'substantial number', 10 ?, 20 ?, 50 ?, 100 ?, xxx ?


I would call 50 a substantial number, so 50 x 4m = 200m, with an MCap of 132m the price on a forward looking basis is now very low.

Even on 10 licences (not substantial in my book) the price is justified on that alone ?

bosley - 25 Apr 2006 13:14 - 16136 of 27111

nobody's falling for this shit , are they?

Neetybot - 25 Apr 2006 13:15 - 16137 of 27111

Hi guys,
I've just had a fright! I don't normally post here and read "You are posing as Neetybot" I thought I wonder why they think I'm posing as Neetybot when I AM me. Then I realised it said "posTing" whew!!
Anyway, I can't argue with Oblomov's statement that "if SEO don't start to deliver in terms of serious income" the sp could suffer again..... BUT 4p, you gotta be joking!

I'm feeling very optimistic and sense that SEO are also genuinely optimistic too.

greekman - 25 Apr 2006 13:15 - 16138 of 27111

Re the 1230 tv news. Tesco are fully committed to going green. They intend to cut waste and use material that help the environment. When the Asda exclusivity deal has run it's course, will they be first in the que at Seo's door.

Neetybot - 25 Apr 2006 13:20 - 16139 of 27111

With other's, no doubt M&S included close behind Greekman!

oblomov - 25 Apr 2006 13:32 - 16140 of 27111


JJS,

the more you post the more you sound like PM1! Your last post brings to mind his famous '25 SP' statement. We can all do simple multiplication arithmatics - we did it with Greenseal, unfortunately we were multiplying by by hundreds or thousands (PM1 by millions!) and the actual figure we should have multiplied by was 2!

I'd love to see hundreds or thousands of licenses issued, but at present there are none. Lets try to stick to the facts. We've all been here before.

Your 'this market will be entered into by a substantial number of micro manufacturing plants' is speculation, yet you present it as fact.


JJS - 25 Apr 2006 13:38 - 16141 of 27111

Oblomov,

My statement ? 'this market will be entered into by a substantial number of micro manufacturing plants'

That statement IS FACT not speculation !

It is from todays announcement fer gawds sake !

Notice the wording "WILL BE", not "might be", or "could be", or even "hope to be".

That is what Stanelco are telling you, I am just the messenger.

KEAYDIAN - 25 Apr 2006 14:05 - 16142 of 27111

I'm in.

KD.

hewittalan6 - 25 Apr 2006 14:09 - 16143 of 27111

And a very warm welcome to you, KEAYDIAN

barney12345 - 25 Apr 2006 14:43 - 16144 of 27111

JJS

Calm down. I am afriad many of us who have been in SEO for years have heard and seen this before and just because SEO say "will be" does not mean money in the bank. Take this for example from the 1st ASDA RNS "ASDA anticipate that
several hundred machines in its supply base will be adapted to utilise the
technology due to the significant benefits it delivers." and 18 months later we have 2-3 machines

Whilst we all believe things will be better this time it is still in many ways jam tomorrow and hype on BB's.
I mean last month everyone was excited about petal pack, the frog pack etc etc.

It all sounds good but widows and orphans avoid.

Show me the money........................

oblomov - 25 Apr 2006 14:45 - 16145 of 27111



I know where you took the statement from, JJS, but it isn't fact until the deals have been signed and licenses issued, whatever SEO may have us believe.

Barney beat me to it, so I'll say no more.

KEAYDIAN - 25 Apr 2006 14:49 - 16146 of 27111

Many thanks hewittalan6

Tonyrelaxes - 25 Apr 2006 14:56 - 16147 of 27111

Here we go again? LOL

Ambiguity within the Business wire?

"...material can be produced at a discount to conventional plastic materials such as APET and Polypropylene."

".. material will soon become an environmentally and cost effective alternative to APET and Polypropylene (PP). "

"Can" and "will soon" not quite the same thing in my book of plain English

JJS - 25 Apr 2006 15:03 - 16148 of 27111


Barney/Oblomov

First Barney, the wording you have chosen is not in the right context, the right word in that context to focus on is "anticipate", and no such wording appears in todays statement.

And for both of you. You seem to forget what investing is about.

Lesson 1:
Buy before the news and before the big money piles in and the price rockets

Lesson 2:
Sell after the news arrives and when the big money is coming in or when growth starts slowing

If you really think it's a good idea to wait for the MCap to reflect the 200m I have suggested for 50 MML's then thats just bad investing.


johnny the fox - 25 Apr 2006 15:06 - 16149 of 27111

Agree. Where did the story re walmart & tyson originate. Can anyone substantiate, or not. We've all seen the hype before.
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