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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


Mad Pad - 02 Sep 2006 14:58 - 19568 of 27111

Might make more money at it!Read my PS just posted.

hewittalan6 - 02 Sep 2006 15:22 - 19569 of 27111

MP,
I refer you to your own post, 19496, where Sainsburys and Waitrose said it made sense for all supermarkets to work together on sustainability and welcomed the invitation from Andy Bond of Asda to the conference on exactly that issue.
Odd then, that the FT should then come out with their bit, now.
Further (and I make no apology for this), an unconfirmed source, who I neither know well or have any reason to either believe or doubt, tells me that a trip to their local Asda saw "new" bags for the fresh fruit and Veg areas, for the customer to fill. other than the fact that the bags were of a new style and type, they could tell me no more, and I have been unable to confirm this independantly, so take your pick over whether it is real and related or not.
Alan

Mad Pad - 02 Sep 2006 15:30 - 19570 of 27111

Alan the source for my post 19496 was also the FT.Whats odd?Todays feature is virtually a full page and well worth the read it also starts off with Mr Bond and the conference.

hewittalan6 - 02 Sep 2006 16:17 - 19571 of 27111

Odd was the wrong word. Co-incidental would have been a better choice.
I was referring to the fact that Asda are going with SEO. Sainsburys choose to accept Andy Bonds invitation to join them in a multilateral approach (possibly) to sustainability and then Sainsburys are happy to talk to the press about their green initiatives.
Meanwhile, back at the ranch, Asda agree to drop exclusivity to allow a quicker and easier rollout, and shortly after, Sainsburys tell us they are testing a new wrap for their organic produce, at about the same time as SEO tell us they are in testing for a couple of months with their packaging (which many of us took to mean with someone other than Asda).
Tantalising threads that one could pull together however one chooses. They could be totally unconnected or they could be an intriguing picture emerging from the fog.
Your own choice.
Alan

Mad Pad - 02 Sep 2006 16:25 - 19572 of 27111

Lets hope thay are connected,I'm off to Sainsburys to look at the organic apples,quite sad really!

tweenie - 02 Sep 2006 16:27 - 19573 of 27111

For all the news flow , the bottom line is theres still no deals done.
Or have i missed something.
Would love to buy more shares but won't risk anymore cash until some cash generation is announced by SEO.
The onus is on them to deliver- and bloody soon.

hewittalan6 - 02 Sep 2006 16:34 - 19574 of 27111

You are both right.
Tweenie, I aint putting any more in till I see something concrete cos it could all still blow up (and I aint got the balls or funds of Tony).
MP. yes you are very sad. ;-)
Alan

garyble - 02 Sep 2006 16:40 - 19575 of 27111

GM & PTH,

Yep you're absolutely righth, I got confused {no vino involved} thinking that there'd be a benifit if taxable, but there is no tax to pay in certain requirements are met.

Mad Pad - 02 Sep 2006 17:23 - 19576 of 27111

Thax Alan.The bag of organic apples has"compostable 7P0024 "printed all over it and also"this packaging is made from Mater-Bi R ,a non GM renewable sources and should breakdown..."Please somebody tell me this has something to do with Stanelco.PS..It hasn't its an Italian product and GM FREE.WAKE UP STANELCO

Oilywag - 02 Sep 2006 18:04 - 19577 of 27111

I can feel another e-mail to Stanelco stirring in my loins.

This really is very important to the future of Starpol because more and more supermarkets are going to respond to their customers' demands for non GM bio-degradable products.

The swing to non GM has been really strong and surely the company must have anticipated it. If not they have been asleep.

As I quoted from Confucius before, "creature with head in sand gets arse kicked!" Has anyone ever met a rich ostrich???? Mmmm ... yea, me neither!

The oily one

Ron Kleet - 02 Sep 2006 18:46 - 19578 of 27111

Cant understand investors piling into these no hope stocks when you can buy good snall companies around with better prospects and making lots of money now.

An example is EKT market cap only 13.5 million and has been making millions the last few years so much so the nett asset value has increased 7 fold. Its got net cash no intangibles and pays a dividend as well. Red Hot Penny shares has a price target of 25p as against 17.5p to buy. Check out the EKT thread.

Oilywag - 02 Sep 2006 19:00 - 19579 of 27111

"market cap only 13.5 million"... "making millions the last few years"

If it has been making millions, got net cash, no intangibles and pays a dividend and I assume, has wonderful prospects, why is the market cap only 13.5m?

The oily one

Tonyrelaxes - 02 Sep 2006 19:09 - 19580 of 27111

Hi all

MadPad. It sounds like you are talking about a specific product's own packaging - not the bags at the checkout or for the Pick/weigh your Own fresh Fruits and Veg.

OK, the bag or the bag materials are made in Italy (going there next w/e). Was it used for other products? Where were the apples produced & packaged? What sort of bag was it - cling wrap? or loose fill? or tray and cover?

I will reserve my initial thoughts until I hear. I hope you don't get indigestion from the apples!

Google has a number of pages on " Mater-Bi R ". Not ploughed through to see if it is from a subsidiary of Bio-tec!!

Oily.
Not so sure I like hearing about the stirring in your loins.

Mad Pad - 02 Sep 2006 19:49 - 19581 of 27111

Tony ,loose fill organic Braeburn apples grown in New Zealand,packed in Italian GM free bioplastic.I said a few weeks ago that Sainsburys were totally commited to GM FREE even in their packaging ,HERE'S THE PROOF.Before any muppet asks the apples were great,now I wonder are they tax deductable being part of my research.

rmhyams - 02 Sep 2006 20:02 - 19582 of 27111

Master-Bi R is made by Novamont, who have been in the bioplastics field for years. I'm not sure that it can be thermoformed or extrusion blown like Starpol.

tweenie - 02 Sep 2006 20:33 - 19583 of 27111


It's PLA by a different name. I can only guess that to satisfy sainbury's GREEN (LOL) concerns, the source material is GM free. They've got a variety of bags and other productsd similar to SEO (worrying) .
http://www.biorefineryworkshop.com/presentations/Bastioli.pdf#search=%22Mater-Bi%20R%20bioplastic%22.
LIKE I SAID, HAPPY TO HOLD. SEO NEED TO DELIVER.

Mad Pad - 02 Sep 2006 21:16 - 19584 of 27111

Stanelco know Sainsburys have a GM free policy so why arn't they selling a GM free product to Sainsburys ,how come they have been pipped at post by an Italian co,who now have a foot in the door to sell other GM free bioplastics no doubt.Iwill endeavour to find out the answer.

hewittalan6 - 03 Sep 2006 09:24 - 19585 of 27111

Now heres a thought. Sainsburys have started using the Italian stuff. Yes its compostable and yes its degradable.
Is it Biodegradable and what are the composting conditions? (I don't know either). If there is a multilateral approach to sustainability, then surely Asda will be saying that non bio is worse than non GM. I am certain this was argued over 12 months ago. The upshot is that while SEO can quite easily change Starpol to non GM sourced for anyone that wants it, our Italian friends are going to take an awful long time to turn their product into a biodegradable one, that doesn't have to travel too far and can be used with greenseal / thermoformed / blown etc.
Put another way, if Sainsburys like the Asda stuff and ask if they can have non GM, the answer is yes and there are a couple of ways to do it. If Asda like the Sainsburys stuff and ask can it be made into trays and used on GS and be made biodegradable and meet the composting requirements and be supplied locally, the answer is yes, but can you give us a couple of years to develop it and put the infrastructure in place.
The Italian stuff sounds like a multitude of others that exist, and no doubt it has its uses, but on balance GS and Starpol still seem the better alternative. Its just that SEO need to offer the GM free alternative rather than trying to talk their way out of it. It exists, and for a supermarket of Sainsburys size, there would be sufficient quantity to allow their own production of the PLA needed. The cost would be higher but Sainsburys are obviously comfortable with that because they are no doubt paying over the odds for the Italian stuff to be GM free.
Finally, as Tweenie says. Its GM free and we can only guess it comes from non GM crops. As Terry pointed out to me, Starpol is officially GM free even though the crops that make it are not. It may well be the same with the Italian product.
Alan

Mad Pad - 03 Sep 2006 10:55 - 19586 of 27111

Alan starpol maybe "officially" GM free but that is not good enough for Sainsburys,they have told me so.They need to be sold bioplastic derived from non GM crops.Forget all the arguments about the starch loosing the GM signature etc etc.Until they change their policy that is the way it will remain,THEY ARE THE CUSTOMER,and the suppliers must adapt to their needs.

tweenie - 03 Sep 2006 11:59 - 19587 of 27111

have to agree with Alan. I see all this as only positive for the long term success of biodegradeable packaging. When PLA is sourced locally (europe)- the chances are it'll be GM FREE anyway- for UK market -so it's a win for SEO. As S'POL is greensealable,suitable for MAP (UNLIKE PLA) or non MAP applications, can be used for liquids etc- it's another WIN WIN for SEO.
I think the opposition will catch up but not in the next few years. If SAINSBURY's et al are that concerned about the environment (LOL, i fell of chair) as opposed t0o being the greedy money grabbing , life destroying, corporate 'bankers' i believe they are then they will put their money where their profit is . i.e. greenseal and starpol.

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