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

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

Well thats all positive stuff - especially like the confirmation of Wallmarts interest & Germany - and at least we now know the duration of the exclusivity.

But - I am no expert - how are these results likely to be interpreted by market?

Baza

morning all. well, pretty much as expected. the numbers are crap but the future looks bright. it was good to read more detail about seo's product range and when i have more time i will have a look at the frogpack link. but, all in all, no surprises.

"Outlook

In the light of the Board's confidence that the Group's tray-lidding and
thermoforming technology will start to fulfil its huge potential, we continue to view the forthcoming year with optimism and look forward to being in a position to make further announcements regarding progress towards our first commercial orders for the technology soon. We are confident that negotiations with Asda Stores will continue to proceed towards agreement and that the first food packages sealed with our tray-lidding technology will reach supermarket shelves imminently."

fantastic!!!!!

Morning everyone, It was half term in Essex last week so I was busy entertaining the children. I have popped in from time to time but I have had little time to post.

As to SEO I think the same as Bosley 'the numbers are crap but the future looks bright'. If SEO goes down today and it may well do, I intend buying more shares as it will be a temporary drop. If it goes up that's good too and I am happy to hold SEO shares as they are going up, up and away!!!! Actually I hope it goes down for half an hour so I can gloat and buy more shares :-)

2005 is definitely a good year and SEO are going to fly.
Di

I am with you on that DI - but I am hoping that the sentiment will be positive from the off - with just a little blip to enable you to get in and buy more

Baza

If it goes down i'm in again, Di did you get to look at GMC last week?

Adie...very nice (GMC) no I missed that one still I am happy as I have GFM, VTI and HYR all bought a week ago and all in a nice profit ;-) The only other money spare at the mo is for SEO dips.
Di

Di: welcome back - missed you! Should have guessed the reason. Surprised you haven't got them playing the market yet. Never too young to make their first million! SEO easing back as expected. Don't expect anything dramatic. Its not too late to have a flutter on GMC even though up another 15% so far today: stock shortage; bid rumoured from Sportingbet; top casino internet portal via Hitwise; new Poker portal; Simon Cawkwell a 'declared interest' holder with prediction of 60p. Have taken out a new position today. My problem is that I have to take 20K out in the next day or two to pay deposit for daughter's house in Phuket - It'll be great staying there though in November. Good trading!

Eric

Hiya Eric...You are too good a father...it could get very expensive paying for all your children's deposits etc. GMC looks good but I don't want my fingers in too many pies and I could have eaily have missed the boat with it anyway. I am happy to stick with shares like SEO that I know will go up long term as well as in the shorter term.
Di

GMC have done well - I can't see 60p though. However I missed this and can't go there now. Another happy situation - NMI - they look good - they went up 34% on Friday and are up 20% again today so far - they are still very cheap though and their future looks bright too! Enjoy

Poverty
Check out ULT also still cheap.

I know there is little comparison between PET and SEO, but reading the threads on the bb's, reminds me of what was being posted just before PET went into free fall, posts such as " we will get this contract then we will be awarded others ,its as good as a done deal" and " this time next year we will be millionaires " also lots of investers being very overweight in the share with both companys share price way above their assets.