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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


garyble - 19 May 2006 16:12 - 16717 of 27111

Well, I suppose something had to breath some life into this share. We've gone from a daily volume of ~2m to >6m.

If...IF good news suddenly materialised, surely the market reaction would be that much more acute!

Sharesure - 19 May 2006 17:03 - 16718 of 27111

With a string of products as listed by Driver in #10710, it makes you wonder how sleepy or broke are the competition. SEO at the current sp must be vulnerable to receiving a bid. Not an ideal solution from our point of view since if the products have the commercial value we think they have then SEO building up their sales would be preferable. I have bought more today with the thought that this is now a one-way bet.

lordelpus - 19 May 2006 17:07 - 16719 of 27111

DOnt normally post here but am a sizeable holder.This is certainly frustrating,lots of promise but little action at the moment.However, we are buying potential which is why the price is 10p.If one of the larger deals is announced then the sp will pull away.The question is, will they be able to do it?My guess is yes.

WOODIE - 19 May 2006 17:09 - 16720 of 27111

sharesure they is no such thing as a one way bet, if market sentiment turns any sour this and most other stocks will not hold there current s/price.

tweenie - 19 May 2006 17:38 - 16721 of 27111

WOODIE......
I bet you anything you like that one day you will die. (this ain't a threat e.tc.) .
JUST PROVES A POINT , THAT THERE ARE LOADS OF EXAMPLES OF A SURE THING/one way bet.
If you look hard enough.
LOL

greekman - 19 May 2006 17:40 - 16722 of 27111

We all have those days when we wish we had stayed in bed, but I have never felt like that for 5 days in a row. Roll on next week, it can't get worse ( or perhaps it can ).
Cheers to all, Greek.

driver - 19 May 2006 17:48 - 16723 of 27111

greekman
Depends who you are in bed with.

bosley - 19 May 2006 17:55 - 16724 of 27111

driver, :))

hlyeo98 - 19 May 2006 17:56 - 16725 of 27111

SEO is a BIG disappointment for me. As mentioned in Shares magazine, it continues to falter. Heading downwards steeply now.

Sharesure - 19 May 2006 18:19 - 16726 of 27111

My money says that this company is not going to die; if CHP does what I think it will next week I would be tempted to buy yet more particularly at today's sp if that remains possible. This week has ended well over on CHP, so any who get bored here take a look, but do not leave it too long before you do in my opinion..

WOODIE - 19 May 2006 19:29 - 16727 of 27111

tweenie outside the stock market there is but investing/trading i dis-agree many held lgb,evs they thought both were one way bets to make money all those left at the end in those stocks will agree with me.

oblomov - 19 May 2006 19:40 - 16728 of 27111


halfamil - 19 May 2006 20:12 - 16729 of 27111

Are the Board a bunch of lying rampers? I don't think so. So no reason to panic. (although I've come mighty close these last few days).

That's my investment strategy!

Long term holder and I intend to keep on being so.

EWRobson - 19 May 2006 22:15 - 16730 of 27111

Not on a beach, I'm afraid. Too much time at the Golf Club - but not enough on the course itself. Mary has a sticker on the frig door which says: 'Dear Lord, help me to the kind of person my dog thinks I am!'. Where is sd by the way? My SEO timing has been all wrong this year. Still have 25% of the holding but they've been expensive on CFDs. A margin call must be imminent so will have to take a view on Monday.

A 1.5m sale at 9.67p must have been hanging over the market and counter-balanced some good buying. With the downward momentum there is bound to be more efforts by the shorters to drive it lower so it depends how strong the buying response is. The problem is that the negative feedback on Greenseal has taken away much of the underlying confidence in the sp. Cap is still 90m so it is fair to ask where the profits are coming from to justify that. Of course, it only needs one piece of good news to turn the ship around, but where is the confidence that that is imminent. I prefer to keep a toe-hold - that's an advantage of a CFD as you can build in a multiplier as a price rises.

No difference to the golf course really - just looking for a lucky bounce! The good news is that we made the final of the Club pairs yesterday - not bad for a vet.

Eric

EWRobson - 19 May 2006 22:29 - 16731 of 27111

Interesting that Evil Knievel is still long on SEO. For all his bombast I notice that he does work on the fundamentals, or listens to those who work on the fundamentals more likely. Claims to have made 1m in the last week as you would expect so he can offset that against his loss on SEO - lol!

EWRobson - 19 May 2006 22:29 - 16732 of 27111

edited out - shaking finger hit button twice!

andysmith - 19 May 2006 22:30 - 16733 of 27111

Nearly ended below 10p as I thought possible last Autumn when I sold out at 21p.
I have no reason to believe that I was wrong to tip this from 5p and on through 20p to 30p due to the huge potential for Greenseal. That was not ramping, I believed the potential but as it was becoming clear that it was not being delivered and when the next big hope, Starpol was unveiled, I got out at 21p.
Regular posters on here were surprised and some had a go but it was my decision, I wanted to see something delivered before re-investing and so far nothing.
SEO has been on my watchlist ever since I sold out but I have no reason to believe that I should get back in just yet. Why? well you have to ask questions of the management IMO. After my exit, the sp nose-dived to 12p with quick support and recovery to 17p helped by a T&G brokers note where the management still expected to complete 200 conversions by July 2006. Surely the problems were becoming evident?? In the last year there have been more advisors than conversions!! You have to remember the meteoric sp rise was due to massive potential royalties from Greenseal and whilst Starpol has some potential the profit will be based upon the film being competitive with existing polymers and only IF is meets the technical specifications. Many materials currently used have gas barrier properties to maintain product shelf-life and I remain unconvinced that PLA based films will be able to achieve the requirements of many applications for fresh foods.
Reduced shelf-life would mean reduced profits with increased waste.

However it should be OK for applications such as burger cartons etc as a replacement for PS which is difficult to dispose/recycle and if approved here the potential sales are high, but what will the profit per tonne be?

My own view is that current sp is cheap IF the potential for Starpol can be delivered, if not then the share is over-valued and next support level is 6-7p.
This week has been extraordinary, the London Bombs had less of an affect than the potential interest rate increases across the pond, many fundamentals of UK small-caps are unchanged so reduced sp's are bargains but SEO has no fundamentals almost 18 months after huge profits were on the cards.

Good Luck to all in SEO, I fear that you may need it but if the reward does eventually come then those holding on will certainly deserve it.

markusantonius - 19 May 2006 22:35 - 16734 of 27111

I am the same as you, Lordelpus - read more than I post - and the last few days have made horrible viewing - a huge red screen, all week. The World Markets are ALL trading DOWN ATM so Stanelco is merely following the TREND. "The trend is your f[r[iend", alright!

IMO: the ONLY way the sp will now head north is if/WHEN the next decent RNS is made. Until then - absolutely NOTHING positive is likely to happen, I'm afraid. Not good.

EWRobson - 19 May 2006 22:46 - 16735 of 27111

Thanks, Andy. Respect your opinions which demonstrate good perspective on the packaging field. How do you see the Walmart dialogue including the recent Walmart/Tyson visit to see Greenseal? That trip must have been based ion positive feedback from ASDA. The other potential early news related to Perseco. What do you see as the shelf-life constraint of Starpol? Meat is only on the shelf for a short-time so does any such effect have any relevance? When do you see the joint venture manufacturing units making an impact? - although re-reading the chairman's statement tends to suggest that these are not imminent. Finally, surely the know how and patents of SEO would be worth a significant sum to a company who can exploit them more effectively.

Eric

andysmith - 19 May 2006 22:59 - 16736 of 27111

Eric, have to confess to not following all developments as closely as I did but a few days shelf-life can make significant differences to profits.
When SEO thought that Greenseal did this, RNS's were issued, if Starpol (PLA) does not match current barrier properties then it will need a really commited retailer to adopt it and manage the logistics and product stock control.
I am sure that Walmart/Tyson see potential but until we have a deal that is all that it remains. McDonalds type applications remain the best bet.
Of course Starpol may beat all previous PLA's and have good and comparable gas barrier but then I would have expected to see results from SEO?
SEO's patents are good if they can become profitable products but who will buy them at this stage for 90m+? Profits need to be generated.


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