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website link
http://www.stanelco.co.uk/index.htm

A mid morning high of 17.25 and here we sit at lunchtime with a 15/15.5 spread. A nice play to have sold into strength, sat and watched its inevitable impetus fade , drop 15% and rebought at current levels.The wonder of hindsight. Reg the plethora of selling at the moment one would have thought asda told SEO to take a hike . Although i am aware that most people in selling are merely playing the percentages it almost makes me want to buy if only to put a little blue on the sea of red ..Volumes sadly are NOT as high as i had anticipated after such an RNS . With such potential there is a dearth of worthwhile sized buyers . That bothers me.This exclusivity talk bothers me . ...But those in the know are those in the packaging industry and if even had i not shared thier sentiments i would "hold" on thier knowledge alone.l am an energy anaylist and far from home .

jack , di , when i first got interested in seo there were two companies mentioned as being interested in seo's packaging technology: sainsburys and macdonalds. i did expect sainsburys to have been the first supermarket to deal with seo but its looking like asda have gazumped them. not heard anything else since about macdonalds, so ive put that down to bulls*t. still blue.

Di I was only Winding you up

nice one

Very good driver!

have just seen flash on Bloomberg re Walmart trialling SEO tray lidding... hardly surprising I suppose. Yet more good news.

I think he could be our New Mascot I will put him on when the sp is going north, or when requested.

misread it. Walmart are 'TO USE' (not trial)new technology. So it's official. Explains the new gap up this morning.

rootsconsulting... Can only find article to do with RFI technology re keeping trace on products sold/selves or in store ect,cant find anything re the SEO packaging.

Roots...post the article your found about Wal mart please

Dynamite.. It may be this link,cant find any other.

http://computerworld.co.nz/news.nsf/0/AC55AD7A165F9F75CC256FB5003056B5?OpenDocument&pub=Computerworld

I can only suppose the largish sells are perhaps people/institutions free to sell after the results announcement. MMs have no reason to let the price rise whilst thse guys are happy to offload some stock on which they have made a decent profit since last year. When they're flushed through, we will start to see a steady increment in SP, I suspect.

SD

The headline actually says Walmart's Asda is to use the RF sealing technology. A one line synopsis of the rns. On Bloomberg tv.

Nope Greekman that's not the one

Dynamite... Ok sorry in the dark like you. Will make another attempt to find a link relating to Walmart/Seo.

i think we all have got a little too excited by todays rns. although its an rns and it concerns seo and asda , it aint THE ONE! it basically says asda like it , is happy with the way ongoing trials are going and one product using seo's tray lidding technology is on the shelves for sale at asda stores from today. so really, todays rns is tfc's (i think) acorn. :)

Bosley, quite right, the RNS merely says what we already knew, that the triallist will now use RF sealing for their products in Asda stores, got a good reaction first thing though!!! Wonder what will happen WHEN the deal is announced. TFC, I believe (IMO) that exclusivity for 1 year is a good thing otherwise SEO would have too much work to start with and probably end up not being able to meet all obligations/contracts. Good for Asda, early start on Tesco/Sainsburys, good for SEO, revenue to precipiate their own growth so that they are positioned to exploit this further once exclusivity runs out.
This share is a hold for a few years at least when I believe the company will be huge in packaging and technology. Di, I did see your post and I also know of Terry, he is well respected in the industry and known to the packers and it is a good appointment. Markus, the dip I refer to is the eventual damages award to BPRG for RF sealing of capsules but a dip might not happen if small and already covered by the provision in 2004 accounts. Good accounting by SEO, put the provision in a crap financial year!! and MOVE FORWARD AND UPWARDS.

Understood, Andy.

Bosley, assume "THE ONE" is in a year's time then? Also what do you mean by "tfc's and acorns...", etc.????? No comprendez!

The "ONE" I think is the Asda deal, should be before 10th April 2005. Acorns/Oaks etc, This is just the start of something that could become very big, we have the acorn, will you still be here for the oaktree?

AS/Bosley - let's just say I'm rooting for this one.

SD