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

I speculate that maybe because of those small caps, SEO made the largest gains over last 17 months, ( from just below 6p in January 2005 to 27p in May of the same year ) so had further to fall. I wonder how many small cap shares are still 80% higher than 17 months ago. I also think that many punters threw caution to the wind and overstretch in SEO, I know I have been tempted many time to increase the percentage of my portfolio in this company. How many of us have SEO as our largest holding. I know they are by far mine.

greekman
You'd better get some GOO just in case.

can think of lots of better places for your money than SEO (unless you are already stuck there) ..... GOO has possibilities but very much like or prefer MRP, GTL, CHP, SEY and even MPH in the lower price range of shares

cynic
We are a bit sensitive on this thread just one ramp will do, it looks to me you are a bit over weight on oils perhaps you had better get into some packing.

Sorry guys, but I do not try to ramp or even have any need to ...... I have a reasonably balanced portfolio and merely picked out some lower priced stocks from it..... By the way, it was you who suggested GOO, not I and, for all it matters, MRP is more interesting for its gas, MPH is a fashion house and GTL is of course a fossil-fuel alternative; that leaves 2 oil stocks from 5

Eric, hold maybe a good call. The problem that I see for the sp is that the 12p support level from Feb 2005 placing has been broken and thats where a lot of the new buyers got in. Garyble's barrier quote seems OK if it can be verified but that is only comparing with OPP lids which is OK for products like chicken, however most other meats in Europe use higher barrier materials. I don't know what is used in USA, lets hope its all OPP though I doubt it. As before, best bet is the PS and PP tray replacement, no need for barrier and good volume potential that doesn't need Greenseal. PS is a major pain the arse as it can't be disposed of easily, some countries are already banning its use and thats why I personally would be happy to buy in on a deal with the likes of McDonalds for this application as other deals would follow.
The next week will see be a key indicator of market support for SEO IMO, yes the market went down last week but SEO was hit harder than most probably because the Greenseal potential was supposed to be realised by now with good profits so why should the market believe that Starpol story will be any different to Greenseal?
A deal with McDonalds (not trials) and I will be back in whether it be 6p or 12p. If the sp does fall back to the 6-7p mark then I'll be in anyway as SEO is in a much better position as a company with "potential products" and financially than they were 18 months ago.

Cynic ,


It all comes down to whether you are



Or



On this one now IMO.

Tough times.

But, the shares you mention offer



I'd rather be in with a chance of

and SEO could well be a bar of melting Toblerone! ..... But I put my money where i like, and you guys likewise .... I recollect being wrongly lambasted elsewhere re my opinion of ELP; I would happily be correctly lambasted for my opinion on SEO as I have no wish to see others lose out

Overblown pretentious rock band!

trust you to blow a fanfare for the common man !!!

oblomov, is it really a question of whether you're a man or a mouse? yes, the sp is higher than what it was 2 years ago, but, it is now 70ish% down from its peak last year. in truth , the "men" sold when it peaked.

Bos,

No not really, but I had a few spare pictures I wanted to use!

Less tolerance of waste gaining momentum.

Pocono Life
Zero waste movement takes hold
May 22, 2006

Exerts from article. See link for full article. http://www.poconorecord.com/apps/pbcs.dll/article?AID=/20060522/NEWS01/605220317/-1/NEWS#storyContinued

GrassRoots Recycling Network is calling on companies to take responsibility for the entire lifecycle of their products and packaging, and on governments to not subsidize non-recyclable waste processing.
Lombardi, a leading light in the fledgling U.S. zero waste movement, lays out four basic principles for achieving zero waste:

While the concept has been slow to catch on here, it has been standard practice in parts of Europe and elsewhere for more than a decade. In fact, some 25 countries require companies to take back their packaging, and some have gone so far as to mandate "extended producer responsibility" laws, whereby companies must pay for the waste generated in the production, packaging and distribution of their products. ( What a great idea. This would certainly focus companies minds ).

The less waste tide is continualy gathering monentum.

Does anyone know what price Fidelity paid for SEO shares and what their likely strategy would be now, to hold, add or sell off as stop losses are triggered?

I think Fidelity as most institution do will look at the long term prospects and hold.
Don't know what they bought at ( last purchase ), so can't help there.
The FTSE 100 is down again by 56 points, so with stop losses added to this it is not helping. The mm's are making a market as they do, and I expect plenty of bargain hunters at these prices.

This sell-off looks way over-done on stocks like SEO. With a product catalogue as good as theirs they must be looking appetisingly cheap to their competitors. Personally I would rather they get further down the road to commercialisation so that any bid process would start at a higher sp. Anyone any views on this thought?

S/s
Shares under direct or indirect control of the Directors, including exercisable Option Schemes, are in excess of 26% - possibly higher if they have other voting powers through Trustee schemes.
If a competitor sees a potential worth bidding for, would our Directors not know that potential as well or better?
In which case what reason would there be for them not to resist and block a bid ? Other than have an easier life now.
Tony

Sharesure,

As you say, they appear to have a great product catalogue, so in the event of a bid, what price would you consider to be a tempting off?

I would say most people here expect 50p to be achievable within a year, and once we're on that road the potential for further growth is considerable.

I recall a 70p bid for Ashtead being knocked back by the management about 3 years ago just ~3 months before they crashed to 2.5p. It took ~ 2 years, but they are now trading at ~220p.

Garyble - interesting analogy as our Chairman is also a Director of Ashtead.

Tony & Garyable, Good points. However, I would reckon that in the current market any would be predator could get a holding large enough to give them a very good negotiating position at well below 50p. I agree that that could represent a 'steal' but even current large holders like Howard White's family foundation might decide that certainty is worth considering; don't forget he has had a long time trying to pull off a major US deal and so far has not finalised anything.I know these things take a long time but if, as we think, the product range is as good as is said to be, it should be flying out of the door.