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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


greekman - 08 Aug 2006 17:06 - 18607 of 27111

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.

oblomov - 08 Aug 2006 17:13 - 18608 of 27111

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.



tweenie - 08 Aug 2006 17:36 - 18609 of 27111

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 ?

hewittalan6 - 08 Aug 2006 17:44 - 18610 of 27111

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

explosive - 08 Aug 2006 18:10 - 18611 of 27111

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!

oblomov - 08 Aug 2006 18:12 - 18612 of 27111


Alan,

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

Tonyrelaxes - 08 Aug 2006 18:14 - 18613 of 27111

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.

hewittalan6 - 08 Aug 2006 18:23 - 18614 of 27111

Lifted straight from the SEO site;

Easy Peel or Weld Seal can be produced

Alan

Tonyrelaxes - 08 Aug 2006 18:25 - 18615 of 27111

Thanks Alan. One doubt out of the way!

Tonyrelaxes - 08 Aug 2006 18:31 - 18616 of 27111

Now another....

In an Email (or phone) reply to a poster a week or so ago SEO had said they were not talking to anyone else about GS.

Apart from the usual changing storyline from SEO, any views anyone?

hewittalan6 - 08 Aug 2006 18:32 - 18617 of 27111

The thing is, Tony, we have all become conditioned to looking for the falsehoods and ambiguities in any SEO statement. That is right and proper, and maybe this news is a real shellshock, end is nigh type of news, but i really am struggling to take it negatively.
I can only see what everyone else sees and SEO keep proving my faith to be wrong, but this time, it could be you!!
;-)
Alan

hewittalan6 - 08 Aug 2006 18:34 - 18618 of 27111

Tony (18617),
Just because exclusivity has ended that doesn't mean they are talking to anyone else right now. I still take it to mean that all the packagers are now allowed to install Greenseal on a non exclusive basis, to aid the logistics of it.
Every time someone reminds me of a previous comment, or news-story, it reinforces that view.
Alan

Tonyrelaxes - 08 Aug 2006 18:39 - 18619 of 27111

Alan, you are right.
My therapist says I should take myself to the pub for a little R&R.
Trouble is others there got interested in SEO after I told them about it in the 23p+ days.
Oh well, the beer will be welcome. LOL

explosive - 08 Aug 2006 18:41 - 18620 of 27111

I agree with that view Alan, also SEO said they aren't talking to anyone with regard to Greenseal doesn't mean that the vast packaging world has overlooked it and not contacted SEO. My guess is that theres plenty of interest wanting to view results for the past 18 months. Theres no teling if a trial run will be announced with another supermarket or between supermarkets.

oblomov - 08 Aug 2006 18:54 - 18621 of 27111

The ''SEO said they aren't talking to anyone else..' story was completely unsubstantiated, and if I remember rightly, other statements made by the poster were quickly proved to be untrue.

I'd be surprised if SEO weren't talking to anyone else which is one of the reasons I suspected the genuiness of the poster. They have to be, and I'm sure they have said they were at some point though cant remember where and certainly cant be bothered to attempt to find it!

But, my point is, the statement is very likely totally untrue - if they aren't talking to anyone else - well that would be incompetent even by SEO's standards.

bosley - 08 Aug 2006 19:14 - 18622 of 27111

youngs salmon is available in most supermarkets. youngs also produce and pack own brand salmon for most supermarkets. surely, non-exclusive is a god send for a firm like youngs IF greenseal is something they want.

Bugz - 08 Aug 2006 19:51 - 18623 of 27111

Exactly. Next few months either will or wont prove how good greenseal is. Its open doors time. If its good, and packaging houses want it, we'll all be alright!!!!

ssanebs - 08 Aug 2006 20:20 - 18624 of 27111

how could they talk to anyone else if they were stll exclusive to asda, would you be happy if you had an exclusive deal and they were talking to others. Ian baichin said to me we are not talking to others, but he did not say that there were none waiting in the wings for when exclusivity ends. Obviously now that it has ended they will be talking to others who have registered an intrest.

oblomov - 08 Aug 2006 20:51 - 18625 of 27111

ssanebs,

The agreement was, and I quote from the RNS,

'a binding contract with ASDA for a 12-month
exclusive agreement for the application of the Group's GREENSEAL tray lidding
and thermoforming RF technology in the UK and Ireland'


The exclusivity refers to the 'application of' - that did not exclude SEO from holding talks relating to possible future contracts outside the exclusivity with ASDA.

bhunt1910 - 08 Aug 2006 21:11 - 18626 of 27111

I am sure that when I spoke to Ian at the AGM -he said that although they had an exclusivity deal with ASDA - it did not prevent them holding talks with AND demonstrating the product so that they would be ready to move once the exclusivity deal came to an end

Baza
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