bosley
- 20 Feb 2004 09:34
hewittalan6
- 03 Sep 2006 15:55
- 19590 of 27111
MP,
Not disagreeing with you, just stating that it can be sourced from non GM crops.
A further question is now begged from the latest round of posts;
If Master-Bi is all that it says and has been around for some considerable time and is used by all these supermarkets, then why is it not used more greatly in the UK and USA??
Are we to believe that the UK and USA have never heard of it? Or is it more likely that it has serious drawbacks that are not apparant from our limited knowledge? Remember, while we crack on with green issues and the like, that is second to the biggest concerns of the supermarkets. Look, shelf life, seal integrity and sellability.
What I am saying is that if it seals 1% worse than conventional packaging or has 1% less shelf life, or is not available in a completely transparent format or one of many other things, then supermarkets will reject it out of hand, even if it is endorsed by Greenpeace!!
If it was as good or better than Starpol, Asda would not have wasted 18 months and God alone knows how much money trialling GS and Starpol. They would be aware of Mater-Bi, and would have tried it. Perhaps they have and did not like what they saw!! Add to this that if Starpol had the same qualities as make-up as Mater-Bi SEO would not have got the patents on it they did, then we have a persuasive case for it being fundamentally different. Better or worse, I do not know, but if it were better then we go back to the question of why it is not a supermarket standard.
Still not moved by this. It may be competition, but it may be competition in the same way that using paper to wrap veggies etc. is. Its definitely more environmentally friendly than the current plastic, but it may not fit the bill elsewhere in the list of criteria.
Alan
antofelli
- 03 Sep 2006 16:30
- 19591 of 27111
Yes we don`t know what is better; just want to point out that if Novamont states on its website that Mater-Bi is avalaible in: GS/Carrefour - Esselunga - Sainsbury - Tesco - Albert hein... it simply means they are alredy selling it and before them the same did Nature W. with its PLA.
Probably there is a risk to be left behind competitors which already produce and sell their product. If the money to be raised are to finance the production of starpol, it would be better to ask for funds as soon as possible because someone else out there, is more active and faster than Stanelco.
rmhyams
- 03 Sep 2006 18:10
- 19592 of 27111
Apparently Mater-Bi is similar to PLA, and is permeable. Starpol currently is made with PLA and is non-permeable and, therefore suitable for MAP packaging, which is the market that Starpol is to be used.
In order to overcome the arguments about GM, I wonder if a version of Starpol could made using Mater-Bi. You would then definitely have a GM free version of Starpol.
Kind regards
Raymond
hewittalan6
- 03 Sep 2006 19:05
- 19593 of 27111
So there we go. Mater-Bi is no use for MAP packaging. One of the huge selling points of GS / Starpol is the longer shelf life and therefore reduced wastage. The trade off is that one is from GM free sources and the other is not. Sainsburys have made their choice, for the moment. If things were different and Sainsburys did a cost / benefit analysis, and found that GS / Starpol (GM Free) was a little more expensive but would increase shelf life to the point where wastage was reduced by a small percentage, they might be convinced.
Asda are arranging a sustainability conference which Sainsburys are attending. SEO will have the chance to argue this case there.
Anyway, the SP does not yet reflect an Asda contract (cos it aint happened), so I am not worrying too much over whether Sainsburys are interested or not. If they were, then that would be a major bonus, but Asda / WM should be taking priority right now, not trying to get a foot in the door with Sainsburys, until the bigger fish is caught, landed, gutted and GS wrapped in Starpol!!
Alan
Tonyrelaxes
- 03 Sep 2006 22:46
- 19594 of 27111
Nothing from Oily today.
With flowers and chocys last weekend, he is clearly doing something better than me!
He must have now got lucky with that stirring in his loins...
Oilywag
- 04 Sep 2006 07:17
- 19595 of 27111
Oi you, you mind your own loins, you cheeky bugger!
I'm not revealing what effect flowers and chocs have on my loins. If I did, you'd all be at it!
The oily one
PS Still concerned about the potential market for non GM starpol etc that seems to be passing us by.
Watch this space.
Mad Pad
- 04 Sep 2006 09:43
- 19596 of 27111
I'm watching.
waveydavey
- 04 Sep 2006 09:50
- 19597 of 27111
From what I have gathered from digging and e-mails , is that SEO are aware and dealing.
This suggests an european source for PLA for those wanting GM free.
Hope this healps.
hewittalan6
- 04 Sep 2006 09:54
- 19598 of 27111
Terry explicitly stated to me, in an e-mail, that volume orders would necessitate sourcing crop from all over the world, as close as possible to manufacturing units, which in turn were as close as possible to the paskaging facilities. This suggested to me that UK production would use UK corn etc. Almost all the GM crops are grown in the US and Asia, in turn suggesting that European Starpol would be GM free, not by choice, but simply because European corn is, on the whole, none GM.
Alan
tweenie
- 04 Sep 2006 11:13
- 19599 of 27111
every little helps.
taste the difference.
It's not just food.
Just missing one, from what i can gather.
GM free, ramp free, DYOR, IMHO blue skies ahead.
Happy to hold.
waveydavey
- 04 Sep 2006 11:30
- 19600 of 27111
I'm kinda new to this , so please forgive my ignorance.
I brought 200k and 100k as sales today.
one buy was shown as a sell and the other did'nt even appear.
the sp drops?
WTF.
robinhood
- 04 Sep 2006 11:41
- 19601 of 27111
Anyone any idea when those 2 letters of intent will become contracts?
Confidant
- 04 Sep 2006 12:25
- 19602 of 27111
WaveyDavey
I think this is the gist of how it works --NOT CAST IN STONE
Small deals get shown pretty quickly, larger deals get delayed -- probably some time restriction -- but do not need to be shown immediately
While yours is not a huge deal it could be for the share --- this depends on what the mm sizes are on the screen as to whether they delay recognition -- deal outside the size they can delay I think
That's why your purchase can look like a sale if the share price has moved a little between when you buy and when the deal is shown.
waveydavey
- 04 Sep 2006 12:59
- 19603 of 27111
ta.
it all sounds a bit fishy.
Hopefully soon to be wrapped in biodegradeable film, and I can stop worrying.
Tonyrelaxes
- 04 Sep 2006 14:19
- 19604 of 27111
Interesting find from PM1, which is further confirmation of some of my own research and what you have already read here :-
http://www.sustainweb.org/pdf/LFS_MarkBarthel.pdf
Page 19 shows the Salad Bags under trial with ASDA.
Page 23 shows a sealing machine and extolls the advantages of RF.
The pdf document is, I think, slides of a WRAP (Waste and Resources Action Programme) presentation.
waveydavey
- 04 Sep 2006 16:42
- 19605 of 27111
wish i'd waited a bit before dipping in.
Soooooooooooooooo DEPRESSING.
Oilywag
- 04 Sep 2006 16:55
- 19606 of 27111
Now that's very interesting. That trade of 1.95m shares was shown on the screen at around 8.40am this morning but at 4.1p. When I used the refresh button, it disappeared off the screen and the volume of shares traded dropped by that amount.
It now appears on the screen as a trade at 3.89p. What's the explanation?
Anyone out there cleverer than Pooh Bear?
The oily one
Tonyrelaxes
- 04 Sep 2006 21:26
- 19607 of 27111
I briefly popped into an ASDA, Watford just now.
I found MadPad's Braeburn Organic Apples from NZ in loose-fill bags (sealed with a bit of a knot of sellotape!). No mention of Mater-Bi, or anything else about the packaging, on the bag. Only the usual guff about origin, storage, addresses etc. Plus a badge of approval from the BioOrganic Assoc (or something like that).
Sounds like MadPad's pommes might be part of an ongoing limited trial - now where have I heard that before?
Do you think Novamont and their shareholders will but up with being w*nk*d about for nearly 2 years with trials?
(Bit tongue in cheek - but expresses some of our frustration!)
PS - no sign of "Mixed pepper Salad" as in page 19 of the presentation I listed earlier today. Another limited trial?
hlyeo98
- 04 Sep 2006 21:40
- 19608 of 27111
SEO will slowly dwindle to 2p by the end of the year
garyble
- 04 Sep 2006 21:47
- 19609 of 27111
Novamont broke even in 2002, T/O of 33m Euro and 100 employees.
Novamont founded in 1990, so 12 years to break even!
Also:
"packaging was used for organic food products, in the British chain stores Sainsbury's and Tesco"
and
"Novamont increased the production capacity at its Terni Factory, from 8000 to 20,000 tonnes/year"
So SEO appears to be on a faster track in terms of production, perhaps because of the focus on higher volume products.