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

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.

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

Trials
IMHO, the problem with so-called trials is that they rarely have a defined end. It is natural that any sales Director will not want to jepodise his/her position by installing a faulty packing-line - or a cheaper food that doesn't sell. So along with the trial to ensure the packs stay fresh, handle well, look good there will be customer feedback and this can take a long time....because a few of the trial packs will have to be sent to most stores for evaluation....and it's holiday time, staff shortages etc. So I'd expect the trials to drag-on. - Meanwhile the sp drifts on No News.......and they can't issue any news as the supermarket that's first will want an exclusive for a few months (anyone know? -is it six?) so they can bask in the Publicity of Eco-friendly packing.
The snag is that because it's exclusive, ASDA will want to be certain there isn't a flaw in the system, either at the consumer-end, or the packing (machinery) end.
It is a mightmare, that's my guess - and expect the same thing all-over when another store tries to conduct their evaluation.
Woa! betide the sp if there is a gkitch, or even a real fault in production quantitiess. Things rarely scale-up without a hitch.
I have a small (now!) holding from about 25p.

Oily,

Re EK. I read your post as I am sure you intended it, IE purely idle conjecture and could see nothing wrong with it. We see many posts with conjecture all the time. There is no harm with such posts if as yours did, they do not pretend to be anything but.

Oblomov,

Could it be that for exclusive sites to go fully commercial, they may need more than the one machine on line. This (if they do have one machine commercial) would gel with their previous statement that the exclusive period would end when that 1 machine reached such a stage.
As said, once again SEO could do better on clarity. It is this none clarity that is the main cause of conjecture.

My take is that the end of the Asda exclusivity period is going to do SEO a lot of good in a much quicker timescale than had it been extended. I think that it was a dumb move to have had it in the first place, and that's not written with glorious hindsight.

Totally agree Sharesure.

I know there was an Israeli company who were VERY keen to buy GS at the same time as the Asda exclusive period started. Hopefully some people like them, who were interested prior but couldnt get involved, can now start looking at Greenseal as an option again.

Al, (post 18589), I too felt that the announcement was positive - and managed to resist the temptation to put on my lawyer head and pick apart every last word in a search for hidden meaning.

However, the case is not yet made for me to risk my hard-earned on this one while the SP trend is so obviously negative, so the jury is still out as far as I'm concerned.

Just as I write this, the SP has finally gone green on my watchlist, so who knows, maybe revival is on the way ;o)

Alan,

I hope youre right . Im optimistic as well, but I still believe that, on the information we have been given, there is nothing now to stop Commercialisation at the exclusive sites. If we dont get that soon, there must surely be problems.

Also, dont forget that in the past 10 days we have gone from a two month extended ASDA exclusivity deal to a 12 month extended exclusivity announcement which was quickly withdrawn from the site and now a no exclusivity announcement!

This has the air of panic about it, Im afraid. How can we have three completely different situations in such a short space of time? Are we to expect a change of mind again soon?

Greekman,

yes, maybe, but how long can that take given that there are now no obstructions to commercialisation? It has to happen very quickly now, IMO, or it isn't going to happen at all.

Reading the Stanelco website posting, I would tend to agree with Hewittalans6 post 18562, ASDA have realised that most sites are non ASDA exclusive ie they pack and make food and meals for other supermarkets and if only say 5% of pack houses are exclusive to ASDA then this would compromise ASDA's aim to be totally green and produce less waste etc......what would be the point in announcing "5% of our ready packed meals and meat products are green"? On the downside, I think the pack houses are going to have to approach every supermarket they pack for with GS technology and get the thumbs up from all of them before any roll out happens as someone has previously posted and they are all gonna want to trial it which could possibly take months/years? The only thing that may speed this up and bring in big roll outs is some sort of future Government Leglislation, similar to RohS Compliancy & the WEEE Directive, otherwise I reckon it's gonna be slow progress, maybe small RNS releases like 10-20 machines converted here and there. The chance of a big major roll out is slim I think.

OB,

Entirely agree. It is almost now or never time. If this was a product even Greenseal wrapped, the sell by date is almost upon us.

Angusrjy,

Whilst agreeing that other potential customers will want their own trials, I very much doubt that any further trials would take anywhere near those first pioneering ones.
Most of the spadework was done early on, and the suitability re food contact won't alter. The risk factors have been covered.

Just one point, Angus, - both SEO and ASDA would have known the set-up of the packhouses right from the start, even if we didn't. It hasn't come as a surprise to them, so if it is a problem now how could they state 'we expect to make several hundred conversions in the next 12 months'?

Greekman

True Greekman but it would be nice to know how many supermarkets roughly each pack house deals with as I bet it would be hard to get all the supermarkets sat round the table in agreement so to speak. Until there's a leglislation, no one has to change or do anything, even if there are cost savings involved. Businesses don't like change or upheaval IMHO.

True Oblo, so where are these several hundred conversions, thats the million dollar question? But if all the Supermarkets can't agree with the packs houses and no one makes the first move won't it be a bit of a stalemate situation? SEO might get somewhere by offering new machines with GS installed but how many new machines are sold to pack houses each year and there's still no update with regards to the Mondini contract and Mondini aren't offering GS on their website? We are all frustrated by the lack of news and vagueness of SEO so all we can do is speculate but even this is getting boring now.

It has been said before, when Companies the size of Asda, Tesco etc say jump, their suppliers do just that.
If you look at all the pressure they have been putting onto Farmers to cut their prices to the bone. Often these conglomerates rule almost to the producers extinction.
Who can doubt that if Walmart or say Tesco want Greenseal, the packers who rely on them for either total custom or at least the biggest percentage have any option but to do as they are told.
I think the main reason for the delay has been the problems re out of line time as stated in several responses from SEO.
All IMHO of course.

On the face of it the problem we have now is that not only do SEO need ASDA to want Greenseal, they may also need Sainsbury's, Tesco's and all the other major players to want it, otherwisr the packhouses cant handle it.

I remember reading somewhere (might be T&G report) that Mondini should have a machine up and running around aug 2006. Can anyone confirm this ?

Oblo (18608),
I think the vagueness pixie struck again with the announcements you mention.
With an optomistic head on, I view the statements as being;
2 months extended exclusivity = Look you Asda chaps, we want to get it rolling, and your trial upon trial and all the shenanigans about down time on production lines is costing us. Lets put a time limit on your exclusivity to sort it all out, and do something with these machines.
12 month exclusivity, waived after first commercialisation = Okay SEO, we want it and we are just arranging the first commercial installation, it may take us a while, but can we ensure we have the first one just for us, please? ( I postulated this as the reason for waiving exclusivity a couple of weeks back).
End of exclusivity = Right, Asda, thats one in, its free for all now.

I could be very wrong, but it kinda makes some sense.
As for the packagers now having to persuade other supermarkets, you may find that packagers also deal with very many wholesalers and Aldi / Netto / Lidel / Today / Nisa type companies who don't give a damn what the packaging is like as long as the product is cheap. I would find it astonishing that a company big enough to package for Asda + Tescos / Sainsburys / Morrisons etc. would not be packaging for others. Suddenly the problem becomes less of a logistical nightmare.
All IMO.
Thoughts?
Alan

Free for all it is Alan, lets hope theres no change on this anouncement. About time too I think, now we can all see if there really is demand for this technology following 18 months of so called testing. I'd expect to see intrest with at least one other of the main supermarkets very soon. If not then this looks even more like another good idea thats failed at the drawing board.....

One last observation, OK Asda is a very big player but to SEO having both Tesco and say Sainsburys placing orders is better for the interim than to allow its investors to straggle with revenue fears!

Alan,

I prefer your posts to mine! Hope you're right - I'm adding it all to my cosmic order list, anyway ! lol

Just running other supermarkets packs through the Greenseal sealing machine is not quite as straightforward as that.

The pack cover has to be redesigned/reprinted to change the preparation/cooking iinstructions to explain the film has to be cut off, it does not peel off.
I suppose if existing instructions just say "remove film" that might be OK.

And with the new printing the pack house can then only run that product through a GS machine thereby taking away some production options or flexibility?

Becoming a bit of a buggers muddle.