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

Bosley - it's looking positively scalene after todays lopsided progress.

Have a good weekend everyone - more fun on Monday.

SD

Stockdog, one of only two people in Europe,,you v got me thinking now what can it be,,i think we should open a book on it and all have a guess..JB

Well done, folk. Keeping the spirits up even if Driver is whistling on the Wing! Mysterious jobs - probably all to do with MI5, secret service or sommat. Found myself in something of a predicament today as I needed 20K by Wednesday to send via Austria for my daughter's house deposit in Phuket. Ended up closing 2 of my 4 SEO CFD positions. Oh, woe is me! The curse has come upon me! I have lost the faith! But, the consolation is that I can buy back in if only the sp holds down for a week or so. Felt there was a risk, as Bos implies, that the sp comes back to the 13p support level, Tuesday, Wednesday and I have to close at the wrong time. Sods law says, of course, that SEO will give some trading goodies on Monday and price will be up, up and awaaaaay ... Never mind, GMC has given me a fantastic profit in three days and I felt it better to hold that in teh short term. Say that I am forgiven, please!

Eric

So, Eric, you just thought Phuket. We understand.

LOL

SD

As, like me, you hold GMC all is forgiven. I know you are a CFD fan, but surely you didn't get GMC using one. If you did then well done. Don't hold SEO anymore, I sold out just before Christmas, just my luck. Anyway watching and when CC is out of the way I might well reconsider. Good luck to all who hold.

LOL

MS

mickey

Not holding SEO! Might well consider when cc is out of the way! You need proportion, friend, as keeping matters in proportion. Maximum cc is 15M, OK? Current cap is 120M, OK. Cap. after ASDA RNS is 200M, OK? Read the prelims. carefully, I suggest, weigh the market, select your moment and dive in! Time is running out! Pretty well 3 of ASDA'a 8 weeks gone - I think it will be resolved in weeks 5 or 6 - why hang about when they have thrashed out the answer? Not that complicated - price and period of exclusivity. Both sides will want to get on with it. SEO and GMC; what a pair in tandem. Its a lucky boy, or girl, who holds both! Otherwise you will end up saying - Phuket!

Eric

Touch Eric

stockdog
Stop winding eric up, his "whistling on the Wing" was quite good.
Not much happening here of to work.

driver - can't really wind Eric up much more. I see him as a coiled spring ready to lash out with a CFD at the smallest mouse of a share that come's within his lion's paw reach.

Ah! I've just said it - he's feline by nature, I'm canine - no wonder we feel the need to spar with each other. Sadly, I am resigned to cats generally getting the better of dogs in life's rich tapestry. Especailly as Eric is a founder member of that elite club Cats Fight Dogs.

As to where SEO ends up next week, as TFC might say to Eric's daughter in Thailand - "It's too soon, amie" - oh that was terrible!

Bon weekend tout le monde.

SD

sd, i dont see eric like that. in my mind he is a semi-alcoholic victor meldrew type person, cantankerous but mellows as he sips his third bottle of rioja into the early hours.:) and yes,sd, that was a terrible joke.

Oh, well! I'll take it as a compliment that I am the but (or is it butt?) of all (and sundries) humour. Now, bos, I didn't say you were the sundry - more like "sun dry". Don't really relate to the feline species - admire them, yes, as you would admire a leaopard in the wild - from afar. A dog fancier, rather, but, ahead of that, a girl fancier. having said that, where are the girls, We know moneyplus is in hospital, bless her! But where is dynamite - can't be taking a holiday and spending her winnings, surely. Too dedicated for that. S what is stockdog's job? If he's one of two in Europe, then he is an endangered species! How do we preserve him? Not going to continue with this theme because it is too obvious. Off out to my favourite pub restaurant - The Curlew at Bodium, ah! back to the birds; isn't that where we started!

Eric

dynamite is lost down a mine never to be seen again (v*i) stockdog can sniff her out he knows where it is.

Eric - absolutely, take it as a compliment. Now hand back the shovel before that hole gets any deeper!

Wishing Moneyplus better and Dynamite to resurface.

bos - was that three of four bottles of rioja for Victor to start mellowing.

just opening a bottle of lagouof which my incompetence with mail order has had a case delivered recently - seems to slip down a treat, but without that oaky tempranillo edge of the true Spaniard.

there has to be some news on one of the threads somewhere next wee - this quality of post is teetering on the very brink. I fear MAM may take a leaf out of the BBC's book and close down the chattering classes.

el perro

What an excellent thread this is: Informative, challenging, amusing, poor jokes, exciting and I get to learn a bit of French - Oh - and hopefully make a profit on my shares.

Keep it up Mesdammes et Messeurs - ok so the french isn't that good

Baza

morning all. interesting post on the bprg thread (1798).it talks about bprg's dismal share performance being due to professional derampers, conspiracy theories which lead to cardinal health(cah) and that seo were merely some kind of front company (tin pot even). a common , recurring theme that bprg posters do is slag off seo to make themselves feel better or superior. i think we have moved on , maybe they should. if i had spare money i would buy bprg .its a good buy. so are seo. moving on......
eric, i would love some sun drying at the moment. a short sun break would go down great guns. glad to see you took the jocular remarks in good spirits. there is a lot of talk of drinking wine on this thread. are people slightly sozzled when they post here? had a pleasant barolo last night and am now sipping my espresso looking at the snow on the hills pondering what may happen tomorrow. my conclussion is always the same; hold. if it drops, buy more. recently sold a dog i have been holding , cfp. bought gmc for no other reason other than everyone was going nuts about it. nice profit for three days "work". may sell these next week to buy more seo depending if the price drops. a very exciting and frustrating time for us at the moment.

There as been some interesting posts on the otherside today , the one i have posted is the one that started them,this was followed by the ? why he did not hold any SEO.

27 Feb'05 - 00:59 - 25733 of 25742


I have been looking at this situation objectively. I have no financial interest in SEO. Those who know me, know that I have had many years of packaging machinery experience as European CEO in the largest Packaging Machinery group in the world at the time. In particular I was heavily involved in Germany in leading edge development on machines for packaging fresh and processed meat and cheese, vacuum packing, gas flushing, and with shrink films.

Stanelco's improvement in the reliability of controlled atmosphere packaging and the huge saving in material costs and wasted food, will, when completely trialled at ASDA and found to be ready for commercialising, have huge economic consequences throughout the world - akin to the forty year success of Tetrapak - aleady a multi billion achievement. The pack sizes are only slightly smaller than standard milk and fruit juice cartons. Revenue based on the saving in cost and capitation ie per pack would be comparable to the Tetrapak model. The full potential will for a while only be visible to the few forward looking people able to visualise the build up of the geometric, even exponential income stream; one which looks ridiculous against the current financial resources and recent trading results, and is therefore discounted and minimised by the financial community.

Shorters reading this piece and taking notice of it, will have cause to thank me one day for averting a bad mistake and misjudgement of the company, leading to severe losses.

This reading of the situation is subject only to a caveat on the validity of the RF patents held by SEO for tray lid sealing, and environmentally friendly disposable food trays.

The argument about patents for capsule forming filling and sealing do have potential consequences for Stanelco, but these have dwindled in the last three months by comparison with the size of their opportunities in food packaging.

As if that is not sufficient to put them on their feet after the collapse of the market for RF furnaces, then note their recent announcements on Frog Pack- an ingenious piece of cardboard engineering which is likely to create a new solution for the protection in transit of machinery and car parts, and of audio, video, and computer peripherals, discs etc - much more protective than Jiffy, and competition for polystyrene and bubblepack solutions.

Stanelco look as though they have within eighteen months, made two synergetic takeovers, filed critical patents with billion pound potential, and assured themselves of a future in at least five crucial areas of the packaging industry: controlled atmosphere packing of fresh foods, biodegradeable trays, water soluble packs for home laundry, biodegradeable bubble packaging and cleverly engineered cardboard protection packs. When they have time I believe they will extend the range to vacuum packing which is techniucally very close to their current program.

This is an astonishing program for such a small company. Its science based IP built up over fifty years in RF, has enabled the company in dire straights to reinvent itself very quickly. It now stands on the threshold of huge expansion. The management will need a frightening amount of talent and flexibility to control the surge ahead. The capital will be forthcoming.

interesting post aldwickk, a good confirmation of what we already know apart from the bit about vacuum packing. what is this? could do with the packaging boys giving us some insight here, andysmith, jack.....anyone. also, a good question that: why he has no financial interest? maybe he is the type of investor who needs to see more orders confirmed and the money in the bank first? or maybe he is full of shit? nevertheless a good summation of seo. hmmmmm need another espresso now.

bos
May be he simply has no money to invest, all I know about vacuum packing is, it is a sealed bag with no air in it
(a bit like some of my postings).

I made a mistake on post 1818 Wof Wof should now understand it.

.

Chaps, unlike meat trays with a lid and base which have controlled atmospheric packaging (injection of appropriate gases) vacuum packaging uses one layer of film, all air is drawn out and the pack sealed. Look in supermarkets at high priced bacon for instance versus the cheap stuff in tight vacuum sealed packaging. Same problem exists for vacuum packs, leakers. The packaging film costs using RF may not reduce that much with vacuum packs but reduced waste/leakers if proven could see this application switch as well.
I wouldn't question the posters position on SEO, he may be too close to divulge any personal interest but I'm glad to see ANO within packaging industry seeing the huge potential of SEO. Hold for 3-5years and the rewards should be huge.
Buy on any dips, I have another small amount ready just in case next week!!
Really though, people should be mad to sell right now unless they are trading.
It will only take the Asda announcement to fly. I too think exponential growth in SEO and sp, the more profit they make the more units that can install making more money and so on.

Did you see that some numbnut in shares mag said sell this week. A readers favourite five included SEO and this so-called fund manager reviewing said PE too high based on brokers forecasts and therefore sell. THESE FORECASTS ARE WAY OUT OF DATE and will be totally eclipsed soon. Jesus, these guys control our pension funds!!! Where's that leaflet on SIPPS again!!!!!