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

Therein lies an age old argument. Do you buy on current value, or potential value?
I would argue that those buying on current value should look to the blue chip divi payers, and everyone should have some of those in their portfolio.
Starpol Wrap excites me. That looks like the easiest and fastest route to the consumer. No special machinery to install or leakage trials. Just a different sheet of paper (simplified but you get the gist).
If I were a betting man then my money would be on this being the subject of the next significant announcement.
If the sp does remain this low, then my next available funds will go here. i am confident for that but I don't wish to liquidate anything else to put more in.
Alan

Borrowed from another bb

A brief resume of my conversation with Howard yesterday after the AGM.GREENSEAL:I asked him what exactly was the problem with the tooling.He explained that the part of the the machine coming in contact with the trays was not up to the job and in a commercial enviroment was wearing out too soon.This has now been redesigned and/or made from a different material ,tested and is working perfectly to expectations.There was never a problem with the RF sealing.An analogy would be you invent a car and put tyres on it ,they wear out after 1,000 miles .This is unacceptable so you redesign the tyres to last 40,000 miles .This particular piece must be sacrificial so it's only a matter of the period of its longevity being acceptable, which it now is.My analogy not his!COMPETITION:I asked him if Metabolix presented a serious threat.He said that he knew all about them and had even been to a presentation of theirs in Philadelphia and reckoned they were about 4/5 years behind SEO.WEBSITE:I pointed out that they may well be 4/5 years behind in innovation but their website was light years ahead .He agreed and pointed out that it must have cost a fortune and that SEO's business was not producing expensive websites.STARPOL 3000:He showed me samples of Starpol 3000 which are 100% RF sealable and 100% biodegradable .It could also be coloured which apparantly is the way forward for many items,ie blue for fish red for beef.Hope this is of some interest.Mad Pad.PS if anyone would like to post this elsewhere feel free.(I don't know how to and can't be bothered to type it again !!!)MP

Edited by mad pad on 03-May-06 at 17:05

Al
Re. Starpol Wrap excites me
I don't think there's much that doesn't excite you but on your point of S/Wrap it would have to be some one like Mc/Donalds for the Wrap to generate enough revenue to get really excited being such a small piece of waxed paper replacement.

Johnny the fox,
Thanks, good info found. Saw the bit about cut/paste permission given by the original poster so will do so.

Evening all

Sorry I have not reported back myself after the meeting yesterday, but have been in bed all day with a terrible streaming cold.

It was good meet bhunt1910, tonyrelaxes, sharesure and madpad and put faces to names.

I shall add my pennyworth perhaps tomorrow when feeling a little more chipper, but for time being, based on the Q&A session and the informal talks yesterday after the meeting, posts made so far by those mentioned above are a pretty accurate reflection of my own recollection and opinions.

The oily one

I know, Driver. The littlest thing has me coming over all unnecessary!!
The wax wraps have a bigger potential than McD.
Every takeaway you can name would have a use for them. As would every butcher, fishmonger, baker and many others as well as the supermarket chains.
Even the manufacturers would have an interest for loaves of bread and such like.
If it is more cost effective than current plastic based wax wraps, as well as more environmentally friendly, then any product that needs protecting from environmental change is a candidate.
This could include anything from fags (can you tell I'm a nicotine addict?) to stationary, to critical archive material.
I stress that this only applies if the cost is lower, and I'm not trying to take PM1's mantle. Just pointing out that moisture proofing, grease proofing and wax paper sealing is far more prevelant than just for wrapping burgers in.
Even so, thats probably all it will ever get used for!!
Alan

All very confidence building. Thanks chaps. I like Tony's 'SP now looks low on potential'. You can't even begin to define the potential. Very interesting that sp has receded again today. I think the short-termers are beginning to give up the ghost. There should be a transition from the fly-by-nights to the longer-term investors. You guys have gone, listened, taken on-board, sussed the potential and come away happy (except for lack of money in pockets). It doesn't do much credit to the majority that they should come away and sell, impatient for a quick fix. But I actually consider that the transition to a re-rating of the stock as a long-term winner will start quite soon, perhaps with a WalMart/Tyson trial announcement or a Perseco sale.

Eric

Eric

Not my 'SP now looks low on potential'. This was a direct quote from Philip Lovegrove, SEO Chairman - a person who has spent a lifetime "in the City" and clearly knows his way around.

He isn't doing too badly at AHT either, look at their chart for the last year or more. Considerably more impressive than a total loss at Regent Corporation 12 or so years ago where he was also a Director, and I had invested :-(

Tony

http://www.pressgazette.co.uk/article/040506/cartwright_green_revolution_is_needed_to_secure_magazine_future

Don't know if Stanelco could help here but it's a huge market worldwide.
I never considered the waste caused by these covers as I don't buy magazines ( no not even those on the top shelf ).

Thursday, 4 May 2006
By Colin Crummy

A tax on covermounts is inevitable if magazine publishers ignore greater Government and consumer pressure to recycle, according to Hello! publishing director Sally Cartwright.

Polybags and plastic packaging on magazines were still going to landfill, leaving the industry in danger of being labeled environmentally unfriendly.

Comment re Stanelco web site. Ok some web sites do cost a huge amount of money, but Stanelco's is pathetic. If you are potential customer, you would go to their web site. The impression you get is a very amateurish site. This does not show the company in a good light. Look at the site though potential customers eyes and you will see what I mean. Try and quickly find what you would be looking for as that potential customer. For a few thousand pound, a far better site could be developed. My son holds a computer degree and although web design is not his forte, he could design an improved site. Ok rant over.

Greek.

Get your son, or one of his mates, to formulate a quote and send it in. Can't do any harm and might do some good, for both SEO and your son.

First impressions do count, which is why I was disappointed with the individually wrapped Stanelco pens given away at the AGM.

The wrapping was polythene, not Starpol,
- and the pen does not work!

Tony

Cheers,Tony

I may just do that.

Tony,

Was the pen also plastic?????

Garyble - no, not plastic but made of metal.

And NO, it has not rusted - YET !!

To bring the discussion back to the start - the pen gives the Website address !

Al,

"Even so, thats probably all it will ever get used for!!"

The simplest ideas are usually the best. And according to Jeremy Clarkson (in "The World According to . . ."), all the billionaires he knows are in packaging, such as the Rausings who are apparently responsible for TetraPak.

So it must be true.

Dunno if this will make a ha'porth of difference to SEO. I haven't bought yet, still content to sit on the sidelines and watch.

All billionaires are in packaging because THEY HAVE MADE A PACKET.
Boom Boom

You should sell that one to the Christmas Cracker people, Tony.

Actually that one witticism has done more to convince me that this SEO thing is one big ramp than anything else I've read :o)

I may still buy, though, one day. Maybe I'll write to Clarkson and ask him what he thinks.

I reckon Clarkson would say something like "It's cheap, ugly, environmentaly friendly.......... Wheres the fun in that".....

Would be nice to get a small piece of the action. Just 1 months, and 3 months figures, with comparison to same periods last year. Amazing and note, these figures are in Billions.

Wal-marts April sales.

BENTONVILLE, Ark., May 4 /PRNewswire-FirstCall/ -- Wal-Mart Stores, Inc. (NYSE: WMT) reported net sales for the 4-week and 13-week periods ending April 28, 2006, and April 29, 2005, respectively as follows (dollars in billions):

4 Weeks Ended 13 Weeks Ended
Percent Percent
4-28-2006 4-29-2005 Change 4-28-2006 4-29-2005 Change
Wal-Mart Stores $16.864 $14.829 13.7% $53.468 $48.646 9.9%
SAM'S CLUB 3.122 2.943 6.1% 9.943 9.329 6.6%
International 5.885 4.530 29.9% 18.113 14.671 23.5%
Total Company $25.871 $22.302 16.0% $81.524 $72.646 12.2%

16.864 Billion $. sales in 1 month.

05/05/06 18:52 125.0 500,000 L 0.0 0.0 ? 0 0

Weh Hay!!!! half a mil at 125p..........I know just a typo, but nice to dream!