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

Yes I agree. Good points put by both sides.

good rise against the trend

Yes, in spite of more sells than buys - someone loves us !!!!

I understand that Arrow Coated Products Ltd has been granted the patent for embedded water soluble films by the Indian Patent office.The company has already recieved the patent in South Africa and is in the process of grant in the US, Europe and Australia.

The product and process would radically change the way drugs are delivered to human beings and to animals apparently, and is also useful in delivery of pesticides.

The company has a memorandum of understanding with Stanelco to market and/or license the patent, patented product and/or its processes in Europe and the US.

In India, the company is in the process of negotiating the terms of commercialization with a few companies, but nothing is finalized yet. (Sounds familiar!) The company is also looking at licensing the same technology to an Israeli company (any guesses?) and is in the final stages of negotiations. The Israeli company also holds a joint patent application with the company in other fields of invention.

I have not had, nor will have unfortunately, time to do any research on this so don't know what it will mean for SEO but I suppose every little helps. Hmm, where have I heard that before?!
kim

Just a reminder of the link between the two companies.

January 20th 2006.
Arrow Coated and Stanelco Announce Agreements

Arrow Coated and Stanelco are pleased to announce the signature of reciprocal commercial and technology agreements. This collaboration opens exciting opportunities for both Groups through increased penetration of the market for water soluble films as well as better exploitation of the patent portfolio held by both groups. The agreements, reached after several months of negotiation, will enable relationships between the two groups to be further developed.

As a result of these agreements, Stanelco plc Group, a world leader in RF welding technology and packaging innovation, together with its wholly owned subsidiaries, Aquasol and Adept Polymers, has expanded its marketing reach and its product range.

Arrow Coated Products Limited, one of the worlds largest producers of cast water soluble films, has expanded its range of films and its technology base.

Arrow UK, a wholly owned subsidiary of Arrow Coated, India, will be working with Adept Polymers to market Adepts extruded water soluble films in certain designated European countries.

This development builds upon the strengths of both Groups. Stanelco plc Group will be able to focus on marketing its core RF welding, biopolymer and packaging innovation businesses while Arrow can leverage its marketing skills and distribution system in both Europe and Asia. The two companies already share a number of clients.

Thanks Driver, it's good to have a reminder! I think the Indian patent was granted yesterday...has to be good news I would think.
kim

Think the 500K transaction could be a buy delayed for an hour; that would explain the rise in sp.

Re the pth/garyble discussion, I agree with the latter that the fall has been voerdone as was the rise. What we didn't take on board, and nor did the company, was the enormous task of installing a radical new technology for a very-demanding round the clock application. Its taken a year to get back on track but there are positive indications that that is so: the noises emanating from SEO are one thing but the continued confidence of ASDA with the willingness to show the wares off to WalMart do speak volumes. The market is still there, the solution is state of the art, the demand for this type of solution has probably grown. Yes, we do need to see the numbers but I expect a steady flow of positive developments and hope (underlined) that there are no more nasty shocks. 30p was too high last year but 8p is too low this and the sp whould move back to its 13-16p level before that long.

Eric

hopefully the 'hype' has left the share and the punters left in are in for the
long(ish) haul.
Still havbe faith that this share will rocket in due course.

Curious about the supply of the Tesco carrier bags, I e-mailed them and got the following reply today:

"Thank you for your e-mail on the subject of carrier bags. Whilst in active
landfill, our degradable bags will quickly disintergrate breaking down into
small fragments which are ultimately consumed by micro-organisms (
bacteria,fungi,algi) and will break down into CO2 , water, minerals and
organic matter, leaving no harmful residue.

We are currently looking at starch based products as an alternative. We are
working on a number of challenges - the need to source sufficient supply of
the base materials and also developing the technology in order to supply
bags of the right quality"

Interesting!

Garyble,

A nice bit of info. I especially like the "We are currently looking at starch based products as an alternative". No doubt they will have followed the progress re Asda/Stanelco. Will be very interesting to see what awaits the end of exclusivity.

Those starch based products that Tesco are looking at could well be the ones that are already being used for drinks (actually on sale now) by other firms rather than Stanelco's possibilities.

They well could be zscrooge. Well observed!

Looks like all bets have been placed and all are now waiting for the wheel to stop spinning!

That's beginning to look like a double bottom - and then all systems go!

Eric

Zscrooge,

Yes possibly, but it was the implied connection with the carries bag mention that made me think it could be a possible future SEO connection.

Could also be BASF - they worry me. They have the capacity to really gatecrash the party.

See here http://www.foodproductiondaily.com/news/ng.asp?id=64364-basf-natureworks-biodegradable

'Ecovio can be used to produce flexible films from which biodegradable carrier bags or other packaging can be made. '

has anyone done the dirty deed and e-mailed tesco's and asked who they are talking too?

Tweenie,

I thought that would be going a step too far and would have received nothing of significance. As it is, the suspicion was that Symphony had possibly won the business, but if Tesco are looking at starch-based bio-plastics then I believe that would rule out Symphony.

BASF is using 45% PLA and the remainder a petro-plastic {ecoflex} to produce Ecovio so not as eco-friendly as 100% starch-based plastic IMO and probably not as cost competitive.

Nokia (Finland), electronics company, has been developing biodegradable plastics for telecommunications in co-operation with plastics producers for several years.

The project is aimed at the safe and sound treatment of the plastic parts of discarded mobile phones, which should degrade into water, carbon dioxide and compost. Biodegradable plastics will not influence products' quality or look and will be as durable as the materials used so far.

Take your point. gary, but BASF are more likely to be able to deliver than SEO seem able to at present - they have a proven marketing record and are used to dealing with large companies. This could outweigh the downside you mention and make it more attractive to some.