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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


hewittalan6 - 12 Jun 2006 08:32 - 17223 of 27111

Oblo,
While GM is not an issue in the US, WM are hell bent on world domination and it is everywhere else. The direction of food retailing is very firmly towards organic, natural, environmental and fair trade. WM are big enough to swim against the tide, but yearn to be seen as everyones friend.
In the states, apparantly, they are the most hated corporation. Given that the states include McDonalds, Disney and Microsoft, that takes some doing!

Oilywag - 12 Jun 2006 08:35 - 17224 of 27111

Come on Alan

You cannot make that statement in your last sentence and leave us all hanging and swinging in the wind! Unless, of course, you are being deliberately provocative.

Spill the beans about Coke and McD.

The oily one

kimoldfield - 12 Jun 2006 08:45 - 17225 of 27111

Bosley, thanks for the info from Carclo, a timely reminder of one of the other many strings to SEO's bow.
Alan, many thanks for your report, I actually find it encouraging! It sets out a good reason for delay in forming a contract; as I have said before, WM are not going to make a decision until EVERYTHING is right, no matter how small, they have a very tarnished reputation and will do anything to put a bit of polish on it. As for your contact, it seems to me that you now have a bit of a hold on him, maybe you can get him to put in a bit more practise at the nets!
kim

Mad Pad - 12 Jun 2006 08:50 - 17226 of 27111

Good post Alan ,dont take any notice of the children.My major problem with bioplastics is the same as electric cars.The latter would be fine if the electricity was produced by a dedicated renewable source but more than likely comes from a fossil fuel burning power station so what with transmission costs etc added the car probably does more harm to the enviroment than a small petrol saloon.As for growing of corn this uses huge amounts of fossil fuels,ploughing,spraying,fertilising,the production and transport of the fertiliser,harvesting,more transporting,probably drying,transport to end user, and thats before we even start with the production of the bioplastic which certainly wont be done with a water wheel.So the question I am posing is are bioplastics really as enviromentally friendly as people say?

hewittalan6 - 12 Jun 2006 08:59 - 17227 of 27111

No great secret, Oblo.
Coca Cola had done some research, many years ago, that showed they were the cola of choice among the 35+ generstion , but a long way behind Pepsi in the younger market.
Coca Cola decided that it would be a dying brand if the trend continued and addressed it by contracting that if McDonalds payed for the transportation and packaging, they could have their Coca Cola free of charge, in order to brainwash a generation of children into asking for Coca Cola, not Pepsi. It worked and while the drink is no longer absolutley free to McDonalds, the trading terms are a loss leader for Coca Cola and a massive cash cow for McDonalds. Coca Cola now believe that the balance of power between the two has changed and are addressing the issue of this particualr agreement as we speak. A real clash of the titans!!!
Alan

sellsell - 12 Jun 2006 09:27 - 17228 of 27111

hi Alan,
based on your converstaions with this Asda person are you still in?

hewittalan6 - 12 Jun 2006 09:36 - 17229 of 27111

I'm still in.
I was given the distinct impression that the product is good and has passed its trials (note- impression. He did not say this outright), and that the points above are all that stand in the way of WM commitment.
He did know the product intimately but was not a part of the team that will ultimately decide. He was, however, kept in the loop because of the nature of the products he sources / buys, and their need to be packaged in the corporate style.
I am inclined to agree that the GM issue and transportation issue will probably be resolved by an environmental audit, and that no product will ever be 100% green. There will always be fossil fuels used somewhere in the production and that WM will go for the lesser of two evils, unless a serious and much better alternative arrives.
My contact has not heard anything about Wrap, though this is not surprising as it has no bearing on Asda, but he was bemused as to what could possibly be tested to any great degree on a piece of paper. He is of the opinion that this, too, will stand or fall on an environmental audit.
Alan

greekman - 12 Jun 2006 09:40 - 17230 of 27111

Oblo, re your comment "I'm pretty sure that WM are on record as saying they would pursue the 'green route' even if cost was higher. Don't have time at present to locate the 'quote', perhaps someone will have it to hand".

Don't have the quote to hand, but I can distinctly remember reading same, so you are correct.

Walmart as Alan said have been voted in a USA survey to be the most hated corporation after Microsoft, and if you peruse several of their reports, comments over the last year, as I am sure you have, they are determined to put this right by the biggest PR splurge re going green, ever. Note that Tesco are also going green mad, and have also stated cost savings are not a priority ( but statements like that are also good PR, and when it comes down to it, profit is the bottom line ). That will be the way forward for at least the near future with these massive conglomerates in the push for world corporate domination. Green is the new money push.

Biscuit - 12 Jun 2006 09:53 - 17231 of 27111

Alan, from your earlier post 17201:

"My friend would not be drawn on the success or otherwise of the trials, and would only smile knowingly when I broached the Wrap subject."

and from your post 17229:

"My contact has not heard anything about Wrap"

Me thinks someone maybe telling porkies here, please folks, make your own decisions and please don't believe too much on BB's. The chances of one of the few people who post on this BB actually knowing and chatting to a buyer in ASDA who just so happens to be involved with Stanelco's trials are so remote, you'd stand more chance of winning the lottery! DYOR folks!

Biscuit

greekman - 12 Jun 2006 09:55 - 17232 of 27111

How many counties will follow. ( For full article re copyright, see link ).
Revised law aims to curb Japan's plastic obsession.
Society's view of package as part of product will make reduction difficult.
By Hiroko Tabuchi THE ASSOCIATED PRESS

The world uses between 500 billion to 1 trillion plastic bags a year.
Wrapping-happy Japan is a major player, consuming some 30 billion about 300 for each adult.
Japan probably uses more plastic than most societies in the world.
The revised law was approved by Parliament on Friday.
Stores must be forced to charge for bags. That's the only way Japanese consumers can be persuaded to cut down on the plastic bags they use.
Japan is now trying to reduce plastic use with a law revision that lets the government issue warnings to retailers that don't do enough to reduce, reuse and recycle.
End of snippets from article.....Of course the use of bio-degradable bags would help.

http://www.news-leader.com/apps/pbcs.dll/article?AID=/20060612/BUSINESS/606120311/1092

greekman - 12 Jun 2006 10:04 - 17233 of 27111

Biscuit,

I agree that the chances of a poster actually knowing and speaking to someone involved, or in the know is remote, but it can happen. For example, I have shares with KCOM, the Hull based telecoms company. When they started to develop broadband for residential consumers, I saw greatly increased activity at the connection junctions near to my house. In a general chat with an engineer, he stated that overtime was there for the asking, and they were having difficulty keeping up with demand. Sales were going through the roof. This was quantified when the official figures were released. OK I agree some big differences, but people do talk, and no matter what your position, such as a buyer etc, they do go to pubs and the like, and we all chat about our work to some extent.
I totally agree DYOR.

hewittalan6 - 12 Jun 2006 10:05 - 17234 of 27111

Biscuit.
Methinks you read things that are not there.
I broached the wrap subject and he smiled knowingly. I had mentioned it, but it is not within his realm in any way. he therefore knows nothing about it. He has heard nothing about it. his knowing and wry smile are based on what I had said about it and its trials. He is involved in many Asda trials and cannot understand what trialling a piece of paper needs!! It is a short term wrapping that will be in use for no time at all. He never intimated anything else and I have not posted anything else.
As for the equation with lottery chances, have you never played six degrees of kevin bacon?? Thought not.
Would it surprise you to know that the cricket club I am with also contains the chairman and 2 board members from NIC Hygiene, the manger of a Unibond league club, 2 ex-professional footballers, the head of a private investigation agency, the chair of a unibond league team, the chief exec of a private finance brokers and that I spend my Saturday mornings chatting with John Sheridan?
Would it surprise you to learn that I live within 3 miles of the Asda head office and play my cricket within 5 miles of there?
It comes as no shock to me that I am well acquainted with someone involved in Asda in a key role. Your comment is as silly as saying that someone living in Dover is unlikely to know a high ranking sea officer.
Take it or leave it, I don't care.

kimoldfield - 12 Jun 2006 10:08 - 17235 of 27111

Biscuit, I noticed that little anomaly but frankly I do not think that Alan is the type to spread unfounded facts about, he has stated many times that he will hang on to SEO no matter what, so he really does not have anything to gain by telling porkies! The only danger here is that his friend might not have anything to do with ASDA but is in fact Blinger, in disguise!
kim

hewittalan6 - 12 Jun 2006 10:19 - 17236 of 27111

Unaware that I was giving evidence at the Old Bailey, let me clear this point up.
My friend is not involved in Wrap. As far as I know, Asda is not involved in Wrap. He claimed no knowledge of it, I mentioned it as part of the McDonalds discussion, and he queried why the trials for a piece of paper that goes on a burger and comes off again 2 minutes later. He was enigmatic and smiling over that fact, nothing else of which i am aware.
BTW. English is not his first language and there is the occassional smile exchanged over subtle misunderstandings, but this is not the case here, just for the record.
Any future discussions that take place between us will remain as confidential as he wished (and I now wish) this one to be.
I appear to be too stupid to know anyone in a position such as his, and I am definitley stupid if I think people will take true comments on here as factual statements.
Alan

oblomov - 12 Jun 2006 10:37 - 17237 of 27111

Alan, apologies if my earlier post seemed a little aggressive - it wasn't intended but in view of some of the later posts I want to clarify that. I have no doubt that you made your post in 100% good faith and that your friend also made his comments in 100% good faith.

My own viewpoint, for what its worth, is that the decision whether to go ahead or not will be made in the U.S. and not the buying department of ASDA in Leeds. ASDA will be told to adopt or drop and wont necessairily be privy to the reasoning behind the decision. That is how U.S. corporations treat their 'satellites' in my experience.

Please keep posting any further info if you can without blowing your cover (cricketing pun intended) and thank you!

greekman - 12 Jun 2006 10:51 - 17238 of 27111

Seo get a mention here but not in a direct link to Delhaise. Still any publicity etc.

With Belgium-based supermarket Delhaize opting to adopt biodegradable packaging for prepared salads, retailer mandates are just around the corner.
Delhaize has been testing NatureWorks' corn-based packaging since August 2005 in one store. Now the chain calls the trials "successful", all Delhaize supermarkets in Belgium will be using the packaging for prepared salads. The mandate extends to external suppliers -- as well as organic

Another company competing in the biodegradable packaging market is UK-based Stanelco. The company markets a natural, biodegradable food packaging based on starch, called Starpol 2000

http://www.foodproductiondaily.com/news/ng.asp?n=68336-natureworks-delhaize-biodegradable

driver - 12 Jun 2006 12:55 - 17239 of 27111

Al
Your becoming boring, stop trying to defend your post as you said they can DYOR. I live very near Tescos head office and Im always bumping into the office workers trying to flog me their Tescos beans and Tescos bread it gets on your nerves they should pay them more.

Bos
Cheers for the carclo info I will put that on the Research Page.

hewittalan6 - 12 Jun 2006 12:56 - 17240 of 27111

Happy birthday, Driver.

driver - 12 Jun 2006 13:04 - 17241 of 27111

Al
It just shows you how long we have been on this pig my Birthdays tomorrow, well done Al.

garyble - 12 Jun 2006 16:00 - 17242 of 27111

Alan,

Your posts are very much appreciated so keep them coming!

I certainly suspect that WM would want to screw SEO for the lowest possible price, and was therefore surprised to see a mention that SEO would undercut the price of petro-plastic by 10% as Starpol was not subject to the fluctuations in oil price. This would certainly indicate to everyone that the base cost of Starpol was significantly lower.

I noticed that BASF, who are seen as a major competitor, have bought into GM research to fall inline with the USA pressure for GM crops:

26/05/2006 - BASF's acquisition of CropDesign, a Belgian biotech company, will help establish the German chemical giant as a leader in the development of important crop traits in corn, soy bean and rape seed.

The acquisition complements BASF Plant Sciences existing gene discovery activities and extends its position in access to agronomically important genetic traits. CropDesign specialises on traits for yield-enhancement, drought tolerance and improved nutrient use efficiency of crops such as corn and rice.


AND:

09/06/2006 - BASF Plant Science has announced the expansion of a joint research and development programme designed to achieve genetically optimised wheat.

The multimillion-dollar agreement on developing high yielding wheat that is more resistant to drought and fungal diseases has been signed with Australian research centre Molecular Plant Breeding CRC, one of the world's leading centres in molecular plant breeding research.


Also, Terry Robins wrote the following back in 2004:

Is this what is going to happen to poly-lactic acid (PLA) - the new wonder plastic? It is as clear as PET, can be used to make packaging or clothing, is biodegradable in commercial composts and, best of all, comes from a sustainable crop. Currently, however, there is a hang-up on the crop used to extract the dextrin to make the lactide: the crop is US corn, which is, to a large extent, genetically modified (GM). There is a fear of a consumer backlash when it becomes clear that the raw material comes from GM corn.

Certainly food for thought, and another more cause for delay whilst these hurdles are overcome, but securing non-GM sources should not be insurmountable.

The issue of logistics can be overcome if PLA can be licensed for local production. Not sure what is involved so dont shoot me down in flames, just an idea.

People do seem to get somewhat defensive when anything with potential downside is mentioned. Coming from a person who has been very level-headed on this bb and has always been positive, I can see no issue, but in fact deem it to be a positive and valuable contribution.
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