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

pinnacle

I have no news of the fag butts since the AGM. At that I made the following notes -

Rothschilds were working on a "no sale, no fee" basis which shows their faith in getting a worthwhile result for themselves.

It is a process with several stages -

Stage 1, Identify potential customers. Various parties had shown "significant interest".
Stage 2, Further development still had to be completed. Biotec are working with Adept Polymers in Warrington on necessary development and testing "still proving the Patents and materials".
Stage 3, comes after all this "but don't hold your breath".

Tony

A reminder of what has been said about the ciggy filters:-


Biodegradable cigarette filters developed in UK

A biodegradable cigarette filter has been developed that is said to be
better for smokers as well as the environment. The filters are made from
food-grade starch, the carbohydrate polymer in foods such as potatoes
and rice.
The British company that is developing them, Southampton-based Stanelco,
which already makes biodegradable packaging, says it is in talks with
cigarette manufacturers in Europe, North America and Asia about using
them to replace existing filters.

"There is no safe cigarette, but that doesn't mean that they should not
be cleaner and greener," says Howard White, Stanelco's president.
Stanelco says the butts will decompose in just two months, whereas
existing filters made of the synthetic polymer cellulose acetate never
biodegrade, creating 500,000 tonnes of pollution a year around the
world. The company also claims that the filters should be better for
smokers' health as any fragments that end up in the lung will degrade
more quickly, although it has not published any studies to support this.


"It doesn't alter the fact that the main product is still going to be as
deadly as ever" Amanda Sandford from ASH said. It also means that
cigarettes can't be thrown away just because the butts will decompose,
Ms Sandford when on to say "We need to change the mindset of smokers so
butts are disposed of properly."

New Scientist 7/10/05
http://www.newscientist.com/channel/earth/mg18825202.800 (full article
is available to subscribers)

kim

Kim, smoking is an anti green habit so can't imagine that smokers will give too hoots one way or the other about Stanelcos new filter. Tobacco companies may adopt the new filter if costs can be cut only. I can't imagine Gordon Brown will allow any tax relief for businesses using green filters so at the end of the day manufactures will continue to control the market which ultimatly is controlled by the smoker. Should these green filters affect the 'draw', taste, or start to decompose should any slightly wet tobacco be used in the rolling process consumers will steer well clear and ultimatly the filter won't sell...... Alot at risk and hardly the money spinner SEO has tried to create for release of the product!!

Explosive, I have always had a feeling that if SEO had an inclination that a biofilter could make money, they would have found a way to manufacture and sell it themselves rather than try to offload it. The whole idea could well go up in smoke!
kim

Kim hahahahaha!! LOL now theres a statement I'll happily second. Lets also remember that if you really want to go green you'd simply give up smoking which isn't good news for these filters however you look at it.

Now if SEO can develop an antil cancer filter, the tobacco companies would que up for them. I'm sure the yearly legal battles being driven to 0% is attraction enough.

Just thought I would mention the following.

Eastern Europe and China are very much into smoking - to such a degree that cigarettes are used in deal making, such are there perceived value.

I wish people didn't smoke, especially after losing members of my family to cancer, but as people will not give up the new filter will help to make the cigarette companies appear to be concerned and even caring - very dangerous but true.

Stanelco would find it difficult to develop themselves - a conflict with the food industry - so much better to accept either a payment for the idea/concept or receive royalties per pack etc.

Remember going green is not cheap a paper cup is 3p more than a plastic one and clients as well as customers won't pay.

People like the idea of green but don't want to pay for it.

On another point what if Stanelco was bought - anyone with any sensible thought on how much the company would be worth?

I suppose, putting the whole thing into perspective, the tobacco companies really don't give a damn but if they could be percieved as doing 'something' to help the world then they would look at biofilters as a way to salve their conscience. They don't fool us though, do they?!
kim

err, why would anyone want to buy SEO?
They are a loss making company and struggling to create revenue streams.
Harsh but true.

Perhaps a little too harsh there PT! They DO have some excellent stuff in their portfolio and they are close to making a success of things. There has been too much management optimism perhaps, or have they just been playing for time? Either way SEO have got to be on the verge of making a success of their technology and it is probably make or break time when they release the Interims: no really good news, shareholders will be dumping their holdings quicker than a smoker dumps his/her ash on the pavement, however a statement that GreenSeal is now a success story and Starpol is wanted by all the big names - well, I leave you to guess which way the sp will go!
kim

Loss making company, cheap sp, struggling to create revenue, patients plenty, and lots of potential, in discussion with some very big players..... Actully I think there are plenty of companies that may be intrested in a takeover or aquiring a good percentage of shares. It really all depends on immediate cash injection, its what all shareholders want and the rewards for such a player could well be very high. Lets not forget a partner in manufacturing and distribution could well speed up taking products to market and give SEO a needed cash injection for a % royalty in a product.

Finaly Pinnacle, cigarettes or cigars used in deal making. As you know cigars are smoked less a filter device!!

Kim, I sincerely hope that SEO are on the verge of making a breakthrough and yes they do have considerable potential. But at the moment potential does not create revenue, which is what they need, becuase if they don't get a move on they will be back to the Market for another top up in about 6-12 months time. There is a history of companies with breakthrough products that never quite got there, despite lots of hype and promise. I am not knocking SEO as such, but I am taking a pragmatic approach to their prospects based on the lack of success thus far. As is the way with many multi-bagger, over-hyped stocks SEO is now probably very much a long termer to reach the previous dizzy SP heights of 30p. It will take at least a year for the much vaunted 200 ASDA conversions to be completed, if indeed they ever are. Thankfully they have other products to create the required revenue.

Explosive, so why arn't these 'interested' companies snapping up SEO stock at the bargain price of 8p?

Possibly because the company is not worth 8p per share?

Believe me I will be a very happy bunny if the SP rockets, but there seems to be a lot of grasping of straws within this thread. Just about every possible avenue of using SEO's products / patents was explored during the reign of Paul Masterton and now it seems we are going around the whole thing again. Good grief!

Anyway, good luck.

pth

Yep, tight grip of assets required from now until Interims!
kim

ptholden - Or maybe there as keen as we are to see more than one Greenseal machine installed contract signed for goods or services. After all if such a company was to be looking at SEO for a % royalty there going to need to know how much capital investment is required in the first instance.

SEO have already signed a contract with an American engineering firm for greenseal rollout if I remember correctly. Not sure if the contract is still valid now though with all the delays.....

garyble,

I did email it to you. I'll PM it on FYB

The prevalent opinion appears to be, as well expressed by Kim, that Interims will be make or break time. May be, but I suggest that they may be yet another anti-climax. Decent progress on discussions, perhaps a non-committal trial here and there, a little bit of cash actually being paid for a GREENSEAL installation. But nothing to get the sp moving. Nice support level at 8.1p because funds have recently been raised at that price and these funds will be looking for a return in a year or two, not immediately: surely that is the basis on which SEO will have raised the funds. 18 months ago SEO were trading at 6p; quite reasonable progress in the interim so an 8p price is in the right ball-park. No need to regress back to 6p. What is needed to get forward movement? Obviously the ability to project some positive revenues which are commensurate with the current cap. I suspect we are a few months away from having confidence in such projections.

Eric

For Oilywag

I am not inflated with my own self importance. You asked for questions to be put at the AGM, to which I replied. You attended the AGM, and never reported back despite my requests. I note the threat. It takes me back to the bootroom at boarding school.

Amazing what a difference a director buy will make; Peter Leyland, director of ZiMedical, bought 200000k in ZIM on Friday (5,200) and the sp goes up 37%. If only SEO's directors would do the same; maybe after the Interims??!
kim

rmhyams

Here's my reply to your post.













The oily one

Eric,

'What is needed to get forward movement?'

The simple answer to that is:- A sound indication of decent future income streams.

You have recently seemed to adopt the opinion that this is long term. It already has been a long term investment and long term cannot mean forever!

We're told the Greenseal technical problems have been solved. We know Starpol and Wrap 100 have approval. We know SEO are involved in TALKS with Perseco, ASDA and WM amongst others.

There is now no reason for this investment to be considered long term . If SEO are going to generate decent income they are in the best position to do so now - another year wont improve that.

If it doesn't happen very quickly (i.e. firm contracts and good future income stream projections) this company will sink like a stone. We need to see the PRESENT situation turned into money.

Going quiet on a product, putting it on the back burner and then introducing a new product that Howard is 'very excited about' will not work forever. They've done well to last 3 years doing just that. I can hear chickens!