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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


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.

greekman - 12 Jun 2006 16:25 - 17243 of 27111

Garyble,

Re your last post " I noticed that BASF, who are seen as a major competitor "
I agree there are many potential competitors out there, BASF included, but as my post 17141 stated the following from the article re BASF " BUT Dr Larsen says it's not a simple process and a workable product is still about THREE years away ". So looking at many innovative ideas, SEO look to have an edge via a good lead.
We should all remember that those inventions that are at the practical stage today are where those inventions of next year were at the drawing board stage a few years ago.

greekman - 12 Jun 2006 16:35 - 17244 of 27111

If SEO close down at -.5p it will be due to a bogus showing price on L2 Sets offering a sell @ nsm 10,206 at a nil price.

driver - 12 Jun 2006 18:10 - 17245 of 27111

Only six hours to go, then we can celebrate.

hewittalan6 - 12 Jun 2006 18:51 - 17246 of 27111

Can I come out now??
Is the barbed wire gone? Can I take my tin helmet off?

oblomov - 12 Jun 2006 19:30 - 17247 of 27111

garyble - 12 Jun 2006 20:44 - 17248 of 27111

Greekman,

You comments re: BASF were noted but they have been in the bio-plastics arena for a few years with "Ecoflex" all they're doing now is adding 45% PLA to it to further improve its greenness.

http://www.ewire.com/display.cfm?Wire_ID=1651
Biodegradable Products Institute
06-23-2003
BASF's Ecoflex resins are a leading synthetic biodegradable plastic available worldwide. This aliphatic-aromatic copolyester is ideal for bags for collecting and composting food scraps and yard trimmings, disposable packaging or agricultural sheeting because it decomposes in compost within a few weeks without leaving any residues. Each grade within the Ecoflex product line has been optimized through control of branching and chain length to match particular application requirements. Thermoplastic starch improves its property profile when blended with Ecoflex resin for applications in films and coatings for food packaging. BASF manufactures Ecoflex resin in Ludwigshafen, Germany, at a plant with an annual production capacity of 8,000 metric tons.

garyble - 12 Jun 2006 21:26 - 17249 of 27111

The logistics issue with PLA could be aleviated if the following comes to pass:
From: http://edis.ifas.ufl.edu/BODY_AE210
"The Nebraska facility will be capable of producing up to 300 million pounds (140,000 metric tons) of PLA per year, using 40,000 bushels of corn per day (9). Production is expected to more than triple -- to one billion pounds -- by 2007 (13). There are also plans to construct an additional plant in Europe sometime in the near future (4). By all indications, the opening of CDP's plant in Nebraska will significantly expand the market for polylactic acid polymers by making PLA available on a commercial scale."

rmhyams - 12 Jun 2006 23:43 - 17250 of 27111

As no-one has made any comments on my last post I will post it again.

"With regard to Alan's post number 17201, as we all should know Starpol is made by mixing PLA with TPS. PLA is made from corn starch, and is manufactured by Natureworks with whom Stanelco has got a supply agreement. Wal-Mart are using Natureworks' PLA. Stanelco have said that Starpol will be cheaper than the oil based plastic equivalent.
Therefore, according to Alan's friend, as the 3 question marks have been addressed as outlined above, Asda and Wal-Mart will be buying Starpol in huge quantities.
I look forward to the great news."

Or is it that this BB is a closed shop - even to someone who has been holding SEO for two years now
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