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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


halfamil - 08 Sep 2006 14:46 - 19722 of 27111

The only thing stopping the signatures on the imminent contracts is FDA approval of Starpol 3000. I thought this was expected some time ago. What's the delay. Anyone got FDA contacts?!

Oilywag - 08 Sep 2006 14:49 - 19723 of 27111

halfamil

My background research says that the FDA approval for Starpol 3000 is considered a formality and is now a maximum of 12 weeks away - possibly only eight.

I don't think that FDA approval is in any way delaying laying ink on contracts.

The oily one

Tonyrelaxes - 08 Sep 2006 16:25 - 19724 of 27111

Garyble

From Business Wire, 25 April 2006. On PM1s site and
http://www.advfn.com/p.php?pid=nmona&cb=1157727492&article=15155372&symbol=LSE%3ASEO

"Each MMF will contribute approximately GBP 4 million per annum per 20,000 ton
licence plus a small percentage of end product sale price."


Alan.

Found the 75,000 tonnes you mentioned. Annual report, bottom of page 5 and the RNS http://production.investis.com/seo/regnews/rnsitem?id=1141110164nRNSb0201Z

"I would like to give some indication of our potential market, especially in the US. We are evaluating one tray, for one customer that has a current usage of 1.5 billion units per annum. Each tray weighs approx 50 grams and therefore consumes around 75,000 tonnes of (non-environmentally friendly) plastic a year. It would require between 500 and 600 tray lidders to seal just these trays. We are able to offer a complete solution through the supply chain. "

To supply this "one tray" there would have to be 4 x 20,000ton Royalty Licences at 4m each. Plus 500-600 GS Licences at (?) 30k.
Without the sales Royalty, that totals a minumum of 31,000,000pa.
PE 20 = Share Price of 66p

And that is for only one tray?
Numbers are such fun.
Nice thought for the weekend though :-))

hewittalan6 - 08 Sep 2006 16:32 - 19725 of 27111

Twenty bagger?????
Behave, Tony. You'll have all the antis crying RAMP.
6.6p is more like it. ;-)
Alan

tweenie - 08 Sep 2006 16:33 - 19726 of 27111

tony.......... Please for my sanity can we keep the figures out of this equation.
You may be relaxed, but ~I'm trying desperately to keep my feet on the ground.
Have waited over 3 years.

The potential is eye watering.
early retirement material.
happy to hold...........
COME ON PLEEEASE show me the money.
LOL

robinhood - 08 Sep 2006 16:47 - 19727 of 27111

Oilywag- remember one of SEO directors saying about 3/4 weeks ago that starpol 3000 approval was imminent so as a result your 8-12 weeks from now prediction is pessimistic- but then again we're dealing with SEO here....

Tonyrelaxes - 08 Sep 2006 17:00 - 19728 of 27111

No Alan - I got my point in the right place (for once!)

500 GS @ 30,000 = 15,000,000
4 X 20,000ton Royalties = 16,000,000
TOTAL 31,000,000 per single tray

P/E 20 = 620,000,000.
Shares Issued (as Interims) 944,000,000.
Resulting SP 66p

Maybe, just maybe.

hewittalan6 - 08 Sep 2006 17:07 - 19729 of 27111

I know you did, Tony and I have every confidence in our resident mathmatician.
I was merely pointing out that while many have a grip of the downside (100%, no argument there), very few have any idea of the upside if a big bad yank wants to play ball with SEO.
These unenlightened souls will jump on a 66p mention and spend a fortnight trying to ridicule you. especially if they shorted at 3.66p!!
So just for now, I'll settle for 6.6p, and sit and watch it go from there.
alan

Tonyrelaxes - 08 Sep 2006 17:17 - 19730 of 27111

And once a user sees the advantages of Starpol/GS on just one of his trays will he want it on all trays?
How many tray sizes are there?
There must be 20-30 differing sizes - try stacking empty ones to see - each product has its own unique dimensions.

20 x **p = **.**
Reminds me of 2 years ago!!
Where did I put that brochure for a villa high in Le Massif Des Maures?

Phew! Better get down the pub to cool off.

Oilywag - 08 Sep 2006 17:21 - 19731 of 27111

tweenie

"COME ON PLEEEASE show me the money"

Here's a 1p piece and a 10p piece; that's 11p.

Happy?

The oily one

driver - 08 Sep 2006 17:34 - 19732 of 27111

The good old days.

explosive - 08 Sep 2006 18:10 - 19733 of 27111

Stanelco canceled there mobile phones contract today.

tweenie - 08 Sep 2006 18:23 - 19734 of 27111

tnk god fr tht, mbile fns are destrying th inglish language and ability to rite.
enuf said.
:-o

oily- happy to hold....... but don't get the 1p 10p bit????
am I being stupid. ....probably.

TheFrenchConnection - 08 Sep 2006 18:24 - 19735 of 27111

With political heavyweights like Al Gore touring the globe prattling on about all things ecological; and Congress breathing down the monolithic ultra conservative WM to massively reduce its wastage and give it a clean "green bill of health there must be both political capital and fiscal savings to be made regarding this biodegradeable/ cost saving issue. Green matters have long left small niche markets and entered mainstream corporate thinking And where there there is the will ,,,ect ect ...Sainsburys have been tinkering and skirting with the issue for years as have Asda and a plethora of American and europeon retailers . lt will happen . And soon . But as to whether SEO will reap any material benefit is quite another matter . ..Having not been involved with this stock since the dizzy heights of a tad shy of 30p my research lags behind many of you on this thread. But can anyone tell me as to their financial position; and what of the massive holding of the age of reason ? ...@+ J

Oilywag - 08 Sep 2006 18:29 - 19736 of 27111

No, tweenie

(Nor do I!?!)

I've invested everything I have in SEO and all I have in my pocket is a 1p and 10p coin!

Or perhaps I just spent too much on flowers and choccies. Shut it, tonyrelaxes!

driver Penny looks great; she hasn't aged a bit since I last saw her!

The oily one

Cantlose - 08 Sep 2006 20:36 - 19737 of 27111

explosive

"Stanelco canceled there mobile phones contract today"

canceled - cancelled
there - their
phones - phone
contract - contracts

Hope your grasp of facts is better than that of your native(?) tongue!

Lets see 4 out of 7 words wrong - let me guess you got an A* in English.

how did you come by this info?

halfamil - 08 Sep 2006 21:06 - 19738 of 27111

Nice to see some unbridled enthusiasm on here once again. It suits my mood; I've been drinking!

Oily.

Thanks for the reply and info. I still don't think they'll sign though until the formality becomes reality.

Let's hope your time-table is wrong eh? lol

antofelli - 08 Sep 2006 21:37 - 19739 of 27111

from The stock Market report:

Tray lidding group Stanelco warned that its second half loss would be larger than expected as order have still not arrived but the costs of preparing for those orders have ramped up. Jam tomorrow should not be worth a high multiple. Bear raider Evil Knievil admitted that in being long of this stock he felt like a total prat. The shares lost 0.05p to 3.6p.

aldwickk - 09 Sep 2006 08:56 - 19740 of 27111

Ive just had a look at the major supermarkets websites and I have to say Sainsburys ha to be congratulated - it is the only one which has any detail on what it is trying to do and how iit is going about it. It's all about raising awareness our local asda doesnt even sell a recycled toilet paper product and when I raised the issue they said I was the first person to query it in 3 years!!!

M&S also have a very good behind the label section

Re M&S sanwiches "Weve also ensured that all the packs of cut sandwiches we sell are packaged in easy to recycle cardboard sourced from well managed forests. Even the clear film on these packs is made from cornstarch, a waste product from the agriculture industry."

J
Somerset
Comment from auntnadia2003 - 09/09/06 08:33

hewittalan6 - 09 Sep 2006 09:27 - 19741 of 27111

Can't think of anything worse than recycled bog roll!!!
Asda.co.uk has an about us section and on there is a complete breakdown of their environmental policies and how they are acheiving them as well as precise targets for the environment.
Strangely, one of the things the environmentalists are concerned about is putting starch based plastic onto cardboard boxes. They argue it should be one or the other. The cardboard will not compost due to the waxy surface and the plastic would contaminate the paper recycling, so you achieve a product that takes 2 good materials and makes it landfill fodder.
The answer could lie in WRAP 100 and Starpol as a combination, but WTFDIK.
Alan
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