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

oblo Big difference between Fidelity and Schroder. Fidelity are an investment house and I would not expect them to get involved with the companies they invest in. Schroders are what used to be called a Merchant Bank who do take an active involvement in companies, financing recovery, MBOs etc. I will repeat my deduction and would appreciate a debate on the topic: Schroders will have spent some time on the case during due diligence and will have brought in other players other than themselves; they are therefore likely to have been consulted in the first place on financing strategy by Warner (also prob. Wagner); they are likely to have been the driving force in eliminating the departed directors; the current game plan will at least be approved by them and possibly driven by them. That gives me a great deal of confidence that I could not have in current management. It also means that the game from now on will be more cautious but probably much more attractive to prospective clients.

It would also seem likely that we will have a share consolidation in the not too distant future. This would not necessarily mean a move in cap. value up or down but should give more stability to share trading in that movements are likely to be less sharp and the spread lower (relatively).

Eric

All this suming up an still no news of sales.....

Thanks for that, Eric, I take your point on the difference between Schroder and Fidelity.

You're obviously very upbeat about SEO at present - I've lowered my expectations enourmously in order to avoid further disappointment and until (or I should say if) there is some serious 'earned' cash in the coffers I expect to remain more than a little pessimistic and cynical, I'm afraid.

Afer all the chat - show us the money!

I wish Martin Wagner (have I got the right one?) well as CEO, but from where he came I'd have him more as a COO. For a CEO what we need is a strategic thinker to prioritise commercialisation of the different IP strands and who can also sell the IP into a cash-yielding commercial market - preferably someone who's done it before, used to keeping a bunch of institutional shareholders happy (OK and the occasional PI too!). I am sure MW will be fine at producing the products that the CEO has determined to produce and has sold.

Eric, I may believe that Schroders poay close attention to the company's actions, but would not see them as driving strategy beyond bringing about who the chief strategist is. Perhaps MW has truly impressed them. If, as seems likely, he was instrumental in removing IB and HW from the board, then at least he has shown a little steel in his approach. But can he sell the products.

My experience of share consolidations is that the sp usually drops further in the immediate aftermath. But SEO's mgt. might just do it anyway as I have little confidence in them doing what is best for us. Don't like being so negative in a company that I hold shares in but their sloth and incompetence to date is pretty concistent.

From Carclo results:

"We continue to invest in new process technologies which help us to add value to
our customers' products. Two developments, which we have reported on in the
past, are planned to enter production in the coming six months. The soluble
capsule application, developed jointly with Stanelco plc, is being commercially
developed with Agrimin Limited to deliver drugs in veterinary applications. We
are discussing other innovative applications of this technology with a range of
customers. Our ink jet optical hard coating technology will also enter
production in a high volume automotive application. These successful
developments add to our confidence in the future growth prospects of the group

Thanks for that Baz.

'planned to enter production in the coming six months'.

6 months X SEO = 6 years, 93 RNS's, 4 cashcalls and a lot of bloody headaches!

The news is always 'tomorrow, shortly, in the next year, etc. I'm turning into iii, help!

P.S. Is it today SEO get the push from the FTSE?

At what date is SEO going to be booted out of the FTSE, is it the 12th Dec

Tomorrow is also the deadline of the "standstill deed" between Ingel and Cardinal which allows cardinal to pull out without penalty.

Evil Knievel said if you see a company that you don't understand, then short it, as there are going to be a lot of small investers jumping into it without any understanding of how it is going to make profits.

Sounds a bit like SEO shareholders.

Fred1new,

I told you a while back that you should have more resouce stocks in your portfolio, they are no more risky then small hi tec stocks.

KMR could be another GFM, then theres CEY who are sitting on a world class gold find. Sorry bit off topic.

Todays FT "Several of the stocks in contention to be regulated from the index fell yesterday including Stanelco,the packaging group down 6.1% to 1.08p..."

One for the "UPS"
Tue, 05 Dec 2006 10:34:18 GMT

Category - UPS
Nickname - Master RSI
Epic - SEO
Mid - 1.095p
Reason - After the move up to 2p just over a couple weeks ago, the price have almost half again,
yesterday's it seems could be the lowest again and today have stop the rot and buying
and order book seems stronger Indicators now at Oversold

has been on the move up for the last 45 minutes

weh hey....there's no stopping us now!

garyble, hope your right, but wouldn't hold your breath:)

Auto,

Rush of blood to the head there, but I'm ok now!

Starpol would fit the bill nicely.
It can be made in thin layers for molding, it's clearer and keeps the produce fresher (if greenseal used).

By Ahmed ElAmin.

05/12/2006 - The use of thin-walled packaging for food products is growing in Europe, with demand in the chilled sector for the format increasing at the fastest rate, according to a new report.

In terms of composition, PET and PP are gaining market share, while polystyrene (PS) and polyvinyl chloride (PVC) are losing market share.

"Recently, plant-based and compostable polymers have emerged that offer brand owners exciting new opportunities to align sustainable and natural food propositions -- such as organic food -- with the packaging itself," AMI stated in its report.
For full article see link. SEO are not mentioned. It's only the 3 largest PRODUCERS of thin-walled packaging in Europe, that get a mention.
But interesting all the same. It shows yet again that bio products are gaining, on none bio.


http://www.foodproductiondaily.com/news/ng.asp?n=72538&m=1FPDD05&c=gcjasaplopxltou

Thanks for that greekman,although reading the article,you could lead yourself to believe you were reading from the infamous RNS list that SEO have put out over these last several years.I'm a long term holder but in weaker moments wonder whether its all been one big con!!there seems to be Companies out there in the big wide world producing what SEO profess to be in the throws of producing!! OK Still holding,still believing,Cheers to all.

Reading from the link by greekman, the three producers below do they make biodegradable polymers, and are they FSA approved anybody know?
If not SEO are still in front, or will be when Starpol 3000 is passed.

The largest three producers of thin-walled packaging in Europe are:
Huhtami, Klkner Pentaplast and the RPC Group.

If they do make biodegradable polymers, do they make their own, or are they customers of Biotec?