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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


hewittalan6 - 08 Aug 2006 13:09 - 18576 of 27111

I think they will, Greek.
I am very looking forward to the weekend now, to ask my imaginary friend what exactly was discussed at the conference regarding packaging (if anything), cos the timings seem a little co-incidental.
I will of course, let you all know what is said (if anything). Those of you who believe it to be voices in an unhinged head may choose to ignore those posts.
Alan

hewittalan6 - 08 Aug 2006 13:10 - 18577 of 27111

Oblo,
The word accelerate is also used. Can't find a negative, but I will keep trying. i am sure a few out there will help me look!!
alan

oblomov - 08 Aug 2006 13:10 - 18578 of 27111


'ASDA have agreed to waive the exclusivity, which will then offer GreenSeal to non exclusive sites.'

So, there are EXCLUSIVE sites. So what has been/is the problem with conversions at the exclusive sites - why can deals not be signed for the exclusive sites?

Badly worded and ambiguous again. DO they ever make a statement which doesn't result in endless debate over what exactly the statement means - do they do this on purpose?

hewittalan6 - 08 Aug 2006 13:14 - 18579 of 27111

Bit of conjecture again.
What if the Greenseal machines were already in the exclusive sites. that is how the trials were performed and why some people found Greenseal packaging in their local Asda.
The trials have progressed nicely, but the delay has been due to non-exclusive sites pointing out the problems we have postulated today?
Alan

bosley - 08 Aug 2006 13:19 - 18580 of 27111

oblo, if they did that, then they would have no get out clause. personally, i think it's make or break time for seo. now let's see if greenseal is all it's made out to be. it's now open to all. there should be no need for further trials and there should be new deals announced very soon ............ that's if greenseal is actually worth having ........

oblomov - 08 Aug 2006 13:21 - 18581 of 27111


Alan,

Then what was to stop the exclusive sites going commercial?

Exclusive sites surely would have to do what ASDA told them to, within reason.

Dont forget, we were told at the time of the AGM that this would go commercial in 8 weeks - which wasn't up that long ago.

So, looking on the bright side, is a 'gone commercial at exclusive sites' announcement imminent?

oblomov - 08 Aug 2006 13:24 - 18582 of 27111

Bos - 'there should be no need for further trials',

I'd love to say I agree, but don't you think the likes of Sainsbury's, Tesco's etc would want to do their own trials? What kind of confusion would that present to the packhouses - unless the other major supermarkets also have exclusive sites, which is likely I guess.

dawall - 08 Aug 2006 13:27 - 18583 of 27111

What really matters here, is how many machines are to be installed and when. Still no update on this. What does accelerate the roll out mean, accelerate if from what?

Also what trials are STILL ongoing after 18 months?

Can feel another e-mail to SEO coming on!

bosley - 08 Aug 2006 13:30 - 18584 of 27111

oblo, there has been 18+ months of extensive trials for asda. what more do they need to trial? the best hope is that seo go back to the original plan of dealing with packers, that they now sign up to greenseal. it simplifies everything. but then again, a giant like asda couldn't force it on the packers. there definately are two ways of viewing this news, (isn't there always with seo!!!). interesting to see what happens next.

Snip - 08 Aug 2006 13:41 - 18585 of 27111

wow 18584 postings

you lot can talk for England

oblomov - 08 Aug 2006 13:44 - 18586 of 27111

Bos, 'there definately are two ways of viewing this news'

We agree on that (!) , which is where I came in -

Badly worded and ambiguous again. DO they ever make a statement which doesn't result in endless debate over what exactly the statement means - do they do this on purpose?

hewittalan6 - 08 Aug 2006 13:53 - 18587 of 27111

But, (and you know I love to disagree), the statement does say it is done so that rollout can be accelerated. I see no other way of reading this other than the exclusivity was proving a hinderence to rollout, and its removal benefits both Asda and SEO.
It says nothing about further trials or packagers not liking it!!
alan

BKK2 - 08 Aug 2006 13:59 - 18588 of 27111

oblo,

Reckon you could well be right,The management could well want to put a positive slant on the news, rarther than let it being seen only in a negitive way,which indeed there is a positive side,as the song goes ALL WAYS LOOK ON THE BRIGHT SIDE.

Peter

hewittalan6 - 08 Aug 2006 14:03 - 18589 of 27111

I'll consider myself outvoted, then.
But I still feel fairly bullish about this news.
Alan

NS - 08 Aug 2006 14:08 - 18590 of 27111

I'm with you Alan, i see this as positive news.
But yet again a Stanelco statement leads to confusion!

oblomov - 08 Aug 2006 14:09 - 18591 of 27111


Alan, I'd feel more bullish if the statement had gone on to say 'and contracts have been signed at the exclusive packhouses to convert 100 machines'. I cant see what there is in the way of a statement of that kind now.

As I said, maybe its imminent. If it doesn't come VERY soon we'll surely finally know which way all this is going to pan out.

hewittalan6 - 08 Aug 2006 14:14 - 18592 of 27111

Possibly, Oblo.
But what if the end of exclusivity has been brought about by something we don't even know about?
What if Perseco has said one of its international clients wants Greenseal, but only if they can have it worldwide, UK included, and SEO have had to say to Asda, put up or shut up?
Ridiculous and far fetched, I know, but we have never seen or read anything to hint that Asda are unhappy with Greenseal.
I heard they may have question marks over its environmental credentials, and there are the delays, but that is all.
i understand the negative connotations that go with any news from this company, as they have let us all down so badly in the past, but i am not going to give it up now, based on no news, and a statement that can be taken 2 ways.
Alan

Bugz - 08 Aug 2006 14:16 - 18593 of 27111

There is no question in my mind at all about this-its good news! Rather than being utterly dependant on one customer for the entire revenue generation of GS, SEO can start looking for others.

These means there has been an increase of the chance that some money can start coming in so they can stay floating. Right now my major concern is them staying in business, not whether the sp is going to rocket into the 20's

BKK2 - 08 Aug 2006 14:25 - 18594 of 27111

Who would have preferred for the exclusivity to stay and who for it to go,funny feeling most would be happier seeing it end,but its not knowing what is happening in the back ground that gives cause for concern,if there is anything to be concerned about is something we will all just have to wait to see.

Oilywag - 08 Aug 2006 14:47 - 18595 of 27111

Listen up you "rotten lot"

Can't remember who it was on the previous page, can't be bothered to go back and check, but my comment that it might have been EK selling yesterday at the close. It was purely idle conjecture on my part without any whiff of evidence to support it.

And the other point, is that I think EK bought at above 12p or near that level. So, if it was EK, it should be a comfort to those nursing a loss that there are more astute people than us who make investment mistakes.

Still haven't received a reply from the SEO board to my e-mail sent last week on Friday. Now there's a surprise.!!

Will chase them tomorrow.

The oily one
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