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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


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

tweenie - 13 Jun 2006 07:30 - 17251 of 27111

rmhyams. I'm sure it's nothing personal, you can't expect a reply/acknowledgement to every comment made. I'm sure most on this board share your optimism.

hewittalan6 - 13 Jun 2006 07:44 - 17252 of 27111

Wish I could give you the answer. I was simply told the question marks exist.
I have e-mailed SEO and asked the questions about GM and transportation/production green-ness and I will let you know the answer they give me.
I really believe, though I cannot support it, that WM like the product but are very wary of launching a green offensive unless they have irrefutable empirical evidence that the product really is ultra green.
Like many corporations, organisations exist with the explicit aim of destroying them and decrying anything they do. If there is any slight chink in the green armour, it would be spotted and they would be taken to task over it, destroying a huge PR opportunity.
I think we are witnessing caution from WM. Nothing more or less, and probably something that SEO can do nothing about, other than wait for WM to satisfy themselves. Please note that my contact had nothing bad at all to say about the Asda trials or the process.
I too look forward to the good news. The things I was told just made me think the news may take longer than I hoped and put a couple of doubts in my mind.
On the plus side, the fact he knew about them reassured me that if the buying / sourcing teams were involved and were aware of the questions, then surely the questions were being addressed and the stage set. If he had a blank expression, then I would have been very worried.
My original post was, funnily enough, intended to reflect my confidence, but with a note of caution. It seems to have been read as reflecting my caution with a hint of confidence.
Funny old world.
Alan

greekman - 13 Jun 2006 08:03 - 17253 of 27111

Rmhyams,Welcome

Not a closed shop at all, and I agree with your optimism. Your post did not as far as I could see pose a particular question so as Tweenie states not all posts are answered.

greekman - 13 Jun 2006 08:14 - 17254 of 27111

Garyble, Morning

As said I agree they are a threat. The words, "it's not a simple process and a workable product is still about THREE years away" are not mine but from the article on BASF. I will leave it at that.
Cheers Greek.

kimoldfield - 13 Jun 2006 08:46 - 17255 of 27111

You are right to be confident Alan, WM & ASDA have spent a lot of time with SEO, they won't want to see it all come to nothing. I hope you get a decent reply to your e-mail!

No need to worry about any competition at this stage either, SEO have more than a head start and are at the forefront for sorting out any little (or large) problems.

Rmhyams, hi, another reason for the silence was that we were all in shock thinking that Alan's word might have been doubted!
kim

driver - 13 Jun 2006 09:10 - 17256 of 27111

rmhyams
Your not the only one that gets the cold shoulder no one took up on my post about SEO being a pig of a share and I have been here years, It will not always be the case seo may turn into a Swan or was that an ugly duckling I cant remember any way if you have been on seo for two years you should know Its my BIRTHDAY again TODAY?

kimoldfield - 13 Jun 2006 09:26 - 17257 of 27111

HAPPY BIRTHDAY Driver!
kim

bosley - 13 Jun 2006 09:26 - 17258 of 27111

driver , i thought it was yesterday?
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