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

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!!!!!

Hi bos. Some seriously good posts. Glad you also enjoyed GMC but I would advise to hold them. There is a serious shortage of shares; evil knievel has forecast 60p so he is on our side for a change; strong switch to internet gambling; gone into first place with hitwise. Have a look at the thread; I agree they could open up towards 25p and keep going. I am going to try to get some more on a cfd but these guys are just too slow so I may have to have my hand on the share buying trigger! CFP are no dog; apologies to sd, and, if perchance they are, every dog has his day and there's should come within a couple of months or so; have been accumulating. Oh yes, and there's SEO! Terrific post from the other side and it was good to see our own andysmith concurring. My tactics are to concentrate on GMC and hope that I don't miss the jump in SEO on the ASDA announcement. Also wondering about tomorrow's prelims - having already switched some funds to GMC, wouldn't want the jump now, thankyou kindly! Back on the Rioja! No golf tomorrow so what the hell!

Eric

cheers andy for that. put simply, it would just be an extension of the current technology but for a different product. superb. i also had the same reaction as you to the bit in shares mag. with so much good stuff on the way this year it would be madness to sell but many will tomorrow. its gonna be red.
eric, i had a re think on cfp and i just dont believe in it any more. my main reasons are that i dont see cfp mentioned in the lists of new ipos and the companies they represent disappear.and i need more money for seo. i follow the gmc thread but i wont post as i have no intention of holding, just want a quick profit to buy more seo. see you all tomorrow.

eric
Love the rioja idea, but have just bought a couple of bottles of Sirius which I spotted in Waitrose today. Always prepared to support a cousin in the market - it's eleves enn fut de chenes from Brdeaux- will report further post sampling.

early start tomorrow with SEO results due.

SD

Stanelco PLC
28 February 2005


Stanelco plc

Preliminary Results for the Year ended 31 October 2004

Highlights


28 February 2005

Turnover of 1.3 million (2003: 1.8 million)

Loss on ordinary activities before taxation of 2.8 million (2003: loss
0.6m)

Considerable investment and progress with tray-lidding RF sealing platform
technology. Positive discussions continuing with Asda following signing of
exclusive 60 day agreement

Frogpack(TM) patented and distributors appointed

Excellent progress with new product innovations using RF platform
technology and biodegradeable materials including Cradlewrap(TM), Solutape
(TM), airbag packaging and starch food packaging

Agreement reached with Cardinal Health regarding long term investment in
InGel Technologies

Cash position strengthened since year-end through placing of 38 million
shares for 4.8 million


Philip Lovegrove, Chairman of Stanelco, commented: 'It has been a good year for
the company, with substantial advances and progress as we pursue our strategy of
developing our technologies to establish new processes and products.



'The business is now in an improved financial position and is well placed to
reap the benefits of all the hard work in 2004. We look forward to the year
ahead with optimism for the business and its shareholders alike, as we move
towards acceptance and commercialisation of our technologies.'


For further information please contact:

Ian Balchin, Chief Executive,
Stanelco Tel: 02380 867100

Jonathon Brill/Billy Clegg
Financial Dynamics Tel: 020 7831 3113



CHAIRMAN'S STATEMENT FOR THE YEAR ENDED 31 OCTOBER 2004


During the year under review, the Board has been pleased to see substantial
advances towards fulfilling the strategy that was outlined in my previous
Chairman's statement, which indicated that significant developments to enter new
markets based on our patented radio frequency (RF) technology were starting to
bear fruit. It is therefore pleasing to be able to inform shareholders that
these developments, based on the Group's substantial investment in research and
development, have not only continued, but have gathered pace, with the result
that a variety of products and processes are nearing commercialisation.

The Board's overall strategy has been to transform the Group from a manufacturer
and supplier of capital goods into cyclical markets, into an intellectual
property business, exploiting the Group's core technologies. The most advanced
applications at present are our RF tray-lidding and thermoforming processes
aimed at the global food packaging industry.

The accounts for the year show a loss for the Group of 2.8m on turnover of
1.3m, which reflects an operating loss of 1.2m (before exceptionals) resulting
from the continuing low level of orders in the historic businesses and costs
associated with developing the Group's strategic transformation. 1.7m of the
disclosed loss includes expenditure incurred in the move to new premises and
costs incurred in actively protecting the Group's intellectual property rights.
The Board is currently not in a position to recommend a dividend for the period
in question, but intends to consider payments as soon as it is appropriate to do
so.

Two corporate transactions of note were agreed in the calendar year of 2004.
Aquasol, which specialises in packaging design for water soluble and
biodegradable materials, was acquired and the joint venture with Cardinal Health
on InGel, has been successfully re-negotiated.

Positive additions to the Board have been made in the period and thereafter
which will assist us in executing the Group's new strategy. Terry Robins has
been appointed Chief Operating Officer with a specific remit to assist the group
in achieving final commercialisation of its tray-lidding and thermoforming
product suite. Terry spent over 30 years working for J. Sainsbury plc, latterly
as Packaging Innovations Manager. Robert Boardman has been appointed Finance
Director, having been Finance Director at Durlacher Corporation plc and
previously at Altium Capital. Barrie Hozier will be retiring as a Non-Executive
Director at the Annual General Meeting on 22 April 2005, and I would like to
take this opportunity to thank him for his contribution and wish him well in his
retirement.

Since the financial year-end, the Board, advised by KBC Peel Hunt, has placed
38,000,000 shares at 12.825p, raising 4.8m before expenses. The proceeds of
this placing will be used primarily for working capital relating to existing
development projects.

Shareholders will appreciate that huge efforts have been required of the
management and staff in what has been a very busy and active time. Our thanks go
to them and particularly to Howard White and Ian Balchin for the leadership they
have exercised.

The Group is currently concentrating on capitalising on its technological
leadership in a variety of products, markets and applications. The Chief
Executive's review gives a more detailed analysis of our prospects. The Board is
extremely encouraged at the progress made by the Group in the last 18 months and
it looks forward to further progress in this financial year.


Philip Lovegrove, Chairman
28 February 2005



CHIEF EXECUTIVE'S STATEMENT FOR THE YEAR ENDED 31 OCTOBER 2004


The Stanelco group of companies (the 'Group') has brought together expertise in
radio frequency (RF) technology, RF applications and biodegradable material
sciences to create a revolutionary range of packaging technologies.

Our philosophy is simple;
New products and processes must offer solutions and applications which;
give higher added value
are greener and more environmentally sustainable than those they replace
have protectable intellectual property rights

Stanelco develops the products and processes to a demonstration stage and then
works with partners in order to reach the markets; and under these circumstances
Stanelco will usually seek to license its technology. Stanelco invests
considerable time and resources in ensuring its technologies are protected via
layers of patents wherever possible.

In this way we believe we will minimise commercial risk and preserve the optimum
value for shareholders.

Products and processes offering the prospect of near term revenue generation are
given priority access to the Group's resources.

Full details here

http://moneyam.uk-wire.com/cgi-bin/articles/200502280700160819J.html