bosley
- 20 Feb 2004 09:34
aldwickk
- 15 Dec 2006 09:14
- 22995 of 27111
Tonyrelaxes
- 15 Dec 2006 10:39
- 22996 of 27111
Just to be different, again!
I believe the Starpol 10cents per lb Maestro quotes is indeed pure profit. The information coming, as he says, from the Project Foil slides presented to Institutions.
This would be so for Distribution Agreements. Under these, the sub-licencee does the manufacturing, is responsible for sales and SEO have no capital investment.
Under the MMFs SEO have capital investment commitment of $5million but receive "royalty on lb compounded in excess of 10cents per lb" as well as a Technology Transfer Fee of $1.25.
I know these slides appear to negate some previously announced plans or descriptions (JVs fully funded by partner etc) but they are the latest we have - and do seem to have been prepared in the light of other decisions that have come to fruition - but probably not the "1st facilities to be agreed by Oct 06, revenues April 07" nor " "1st products on shelf 1st November" Walmart" .
But also SPhere may have scotched some of it.
oblomov
- 15 Dec 2006 10:43
- 22997 of 27111
Tony,
Who runs the MMF's and finances the running?
oblomov
- 15 Dec 2006 10:55
- 22998 of 27111
Post deleted by the author as it was complete rubbish!!!!
Tonyrelaxes
- 15 Dec 2006 11:16
- 22999 of 27111
According to these slides for MMFs :-
We invest in equipment $5m
We receive Technology Transfer Fee $1.25m
We receive royalty on lb compounded in excess of 10 cents per lb
SEO will get its in excess of 10cents as a gross royalty for doing/spending nothing more than putting up the "setting-up" contribution of $5m.
From here we know no more, but the MMF will have the expectation of profit Otherwise what is the incentive for it's owner(s) doing it? Whoever the owner(s) be. That profit would be after costs which include Royalties.
So we are back to SEO receiving a Gross Royalty with no costs falling on itself.
And, if it is to be a JV, a share of the net profits too - but there has been little or no mention of JVs lately.
Tonyrelaxes
- 15 Dec 2006 11:21
- 23000 of 27111
23000 !
oblomov
- 15 Dec 2006 11:22
- 23001 of 27111
But who are the owners? Are the MMF's being built on the assumption that someone will want to buy them? If so, the 10 cents per 1lb royalty figure is purely speculative. The actualt figure would be whatever could be negotiated with any perspective buyers - assuming they find anyone who wants to buy them.
oblomov
- 15 Dec 2006 11:27
- 23002 of 27111
Tony's post no 23000 above prompted be to look back at the early posts. Here's post number 4 - Bosley said ' i think its worth hanging on at least for a little while longer' 'still the possibilty of a deal ' and 'new products and technology at stanelco means only good things. i would like to see more news flow'
lol - almost 3 years and whats changed!!!!
bosley - 20 Feb 2004 17:26 - 4 of 23001
its very tempting and i feel the same way about fortune oil. as far as stanelco is concerned i think its worth hanging on at least for a little while longer . the 90 day trial with reckitt beckinser is close to ending so something good could happen there . and there is still the possibilty of a deal with sainsburys in the background. the negative aspects i.e. legal problem with bioprogress is probably the reason why this share isnt flying as well as last years loss. as far as i can see, the new products and technology at stanelco means only good things. i would like to see more news flow and it pains me to see the spectacular gains bioprogress are making while stanelco move sideways and slightly upwards. but .......any gain is beter than a loss........
bosley
- 15 Dec 2006 11:39
- 23003 of 27111
was it that long ago? blimey, doesn't time fly ......
hewittalan6
- 15 Dec 2006 11:53
- 23004 of 27111
How exceedingly perspicacious of you, bosley................
bosley
- 15 Dec 2006 12:11
- 23006 of 27111
not when i'm using right guard, alan ;)
hewittalan6
- 15 Dec 2006 12:18
- 23007 of 27111
The last dregs of a discredited regime..........the rump of a gentlemans optimism society........
maestro
- 15 Dec 2006 22:27
- 23009 of 27111
STANELCO investors website...v.good kevin hector
http:// STANELCO investors website...v.good kevin hector
http://
http://www.stanelco.devisland.net
aldwickk
- 16 Dec 2006 07:39
- 23010 of 27111
Does SEO have a department of misinformation ?
aldwickk
- 16 Dec 2006 07:54
- 23011 of 27111
Stanelco PLC Shareholders Discussion Forum
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Paul, you forgot to add no freedom of speech. What a control freak.
oblomov
- 16 Dec 2006 17:01
- 23012 of 27111
aldwickk
- 16 Dec 2006 18:20
- 23013 of 27111
oblomov,
Am not very impressed at the way they run their portfoilo,a 12,000 portfolio with 10,000 invested in a diamond mining company and holding SEO at 16p and not cutting their losses you have thought they would known better after Marconi.
Tonyrelaxes
- 17 Dec 2006 00:34
- 23014 of 27111
aldwickk
You appear to have some personal baggage about Paul Masterson/PM1/Sirjc or anyone who seems to fit your view of their profile.
If you have some problem with an individual, that is between you and him and the BBs you BOTH post on. This is of no concern or interest to anyone here. So far no-one has risen to your bait or attempts to try to gain support in your attitude towards someone who does not post here in any of your perceived guises of him.
This has been generally a well controlled and constructive BB for discussing a share - not waging personal vendettas to discredit individuals, or even any compny, with continual negative comments irrelevent to the advancement of reasoned discussion.
Please keep it that way otherwise it will degenerate into a personal personality slanging match that turned so many away from another BB and which does no-one any good.