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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


bosley - 09 Apr 2005 12:24 - 2632 of 27111

a good point well put, keith. seo were paying a dividend until last year. hopefully they will start again in the next few years. andy, accord, at least seo are IN somewhere. nothing in shares mag again! and nowt in the papers today!

overgrowth - 09 Apr 2005 12:38 - 2633 of 27111

Bosley, the two largest trades at end of day which are recorded as sells are actually buys which were placed earlier in the day but not reported until close of play i.e. 'T' (protected) trades.

They were the ones for 850,000 bought at 18.847 and 600,000 bought at 19.188.

I don't know if EK has that much cash available because it could have been him buying back his shorts - alternatively insti's topping up.

Keith, there are two main ways to make money investing:

1) Go for capital growth - find a growing company like SEO and buy low and sell high. The money you make is normally referred to as the return on your investment (yield is mainly reserved for dividends).

2) Go for longer term value - find an established company which is ticking over nicely and stable enough to issue decent sized dividends. Take the divis a couple of times each year and if you re-invest these back into the company over a long period of time (years) the effect of the stock market constantly rising will compound your returns.

The institutions which will be interested in buying into SEO will be those running UK small company growth funds (as part of pension portfolios, investment trusts etc.). It all depends on the fund manager as to what level of risk they're prepared to take - generally buying in at the very early stages of growth carries a lot more risk, so some institutions may not be tempted to get on board until there is hard evidence of decent sales coming from the UK and US deals in the accounts - conversely others will be chomping at the bit to get a slice of the tasty SEO action.

Some institutions only notice companies on their radar when either the market cap. or share price is over a certain level - hence as SEO's price increases, so will the likelihood of more institutions getting on board.

With SEO looking to become a major supplier in the US, this will attract US investors also.

If Peel Hunt are advising clients to buy SEO up to 25p because a US deal is likely to be announced in the next couple of weeks, then I think you stand to make some decent returns from your SEO investment if you hold for a year.

andysmith - 09 Apr 2005 13:15 - 2634 of 27111

Not bothered too much if SEO not in shares mag or papers yet Bosley, gives me some time to find some cash as SEO is now at the point of confirmation of what we have believed in all along. It is going to massive, 20p was a dream to us last year, its almost here already and just about to break out even further.
I am already sat on 3-5 bagger for most of my holding but this is still going to be a multi-bagger and I hope to get some at less than 20p to top-up myself and put some away for my kids for a couple of years.

bosley - 10 Apr 2005 09:25 - 2635 of 27111

i know what you mean about finding more cash , andy. i may do the unthinkable and borrow some to invest. i cant see this going any other way than up, now. if seo are going to develope this model of training engineers to retro fit machines, then all i can see is a steady flow of rns's teling us about engineers from different parts of the world coming to learn.at times, the posts on this bb, sometimes by myself and others, got a little bit dreamy. it just doesnt seem that dreamy now!! and we have still got bubble wrap , frogpack and the starch trays yet to come...............

bosley - 10 Apr 2005 09:26 - 2636 of 27111

and INGEL but lets leave that until the cc is sorted out.

andysmith - 10 Apr 2005 11:10 - 2637 of 27111

IMO, If Stanelco continue to play this right, develop many revenue streams from different products with patented technology and truly understanding the wider potential for RF sealing then they could be a new Tetrapak in the making.
In 5 years we could see them in or pushing for FTSE100. I say well done to Mr Balchin, Howard White and their team. Now, where can I get more cash from???

stockdog - 10 Apr 2005 13:22 - 2638 of 27111

Bosley, AS, Eric and all you clever b*****ds out there for holding on (and buying more) . . .

Given that the first rule of making money is not to lose any, I take great comfort from a basic advantage that SEO has over many, many companies in a similar stage of development of a new product - they have been in business since 1953!!

The accumulated wisdom of having survived through some pretty turbulent second half of 20th century ups and downs in what is basically an engineering business, is now being demonstrated by their skill at rolling out their latest product with minimal capital outlay or risk and optimum speed worldwide. They have beautifully balanced the profit motive against the risk temptation in what they are now doing, IMHO.

Greenseal is the new Bluesky!

WooRF, wooRF

SD

aldwickk - 10 Apr 2005 16:34 - 2639 of 27111

Stockdog,

Thats a good point, 1953 must have been a few management changes since then, LOL

driver - 10 Apr 2005 20:55 - 2640 of 27111

Back from Doncaster, Harvey was a right little heavy weight cutie, read all the post from Friday and see we have some new kids on the block. seo I feel a top up coming again I might have to take me pills.

EWRobson - 10 Apr 2005 21:15 - 2641 of 27111

Great post, stockdog; you can really see the experience to the fore. Every move seems to be according to a master plan, learnt in the hard school of trading new edge technology. The best thing is the minimising of direct employment: they are buying the experience of the engineers, the manufacturers, the marketing companies and are holding the financial strings, the copyrights and the technology. Note, for instance, that they will still do the R/F piece themselves to keep that close to their chests.

How long before the next major move? It could be this week, even tomorrow. The chart has now become clear as a rising channel and we are at the resistance point which could be the precursor of the major push. Zak Mir confirms my earlier point that the next move should equal arithmetically the move from 6p to 18p and thus take the sp to 30p. It may not be in one step but rather several as new RNSs come out. There should be (i) the US marketing contract; (ii) a manufacturing contract; (iii) engineering agreements for one or more other markets and perhaps (iv) something on Frogpack; I pick that out as it is likely to involve a compeltely different team whereas starch trays overlap (packaging viewpoint?). With the cc kicked into touch for 6 months or so and EK kicked into 'kingdom come' for evermore I can't see a cloud in the sky; the sky is blue! the sky is seo-blue!

But care might be needed not to chase the price. If there's a signifricant rise first thing, for instance, it could well flush out profit-takers at, say, 20p which could bring the price back. However, there have been a lot of well reasoned posts justifying significantly higher prices. In particular, Tim Freeborn, who wrote the original Shares Play, is the author of the bullish Evolution analysis giving a 30p target. If you are not overweight in SEO then there must be some dead wood in that portfolio (I was going to say dogs!) that can be cleared out. How big a holding? Mine is 50% of my portfolio and rising!

Eric

aldwickk - 10 Apr 2005 22:44 - 2642 of 27111

only cloud i can think of is a share issue at a large discount.

driver - 11 Apr 2005 05:16 - 2643 of 27111

Morning of to work have a good one.

TheMaster - 11 Apr 2005 07:10 - 2644 of 27111

RNS out today, stating company going world-wide with RF sealing technology by teaming up with Advanced Energy.

bosley - 11 Apr 2005 07:13 - 2645 of 27111

ooooooooooo look at this

Stanelco plc ('Stanelco' or the 'Company')

Global Alliance Signed with Advanced Energy Industries, Inc.

Stanelco plc, the RF (radio frequency) applications group, is pleased to
announce that it has entered into a binding agreement with Advanced Energy
Industries, Inc. ('Advanced Energy') to enable the rapid adoption of its
revolutionary GREENSEAL tray-lidding and thermoforming technology across a
number of markets around the world.

The announcement follows the recent announcement of an alliance with Premier
Technologies, who will perform the mechanical conversions. Advanced Energy,
under this agreement, will perform the RF conversion in conjunction with Premier
and together will offer a turnkey solution for retrofitting in the US, Canada
and Mexico.

Advanced Energy (
www.advanced-energy.com
) (Nasdaq: AEIS), is a global leader in
innovative process power delivery management, including RF, mid-frequency and DC
solutions. It will supply, fit and commission the RF component of Stanelco's
GREENSEAL technology. The agreement extends to Advanced Energy co-operating with
original equipment manufacturers to enable the GREENSEAL technology to be
installed in new equipment prior to supply to end users.

In addition, Advanced Energy will also make preparations to be in a position to
retrofit the GREENSEAL technology in the other markets were it has the required
infrastructure to carry out a full implementation and back up support program.
These markets include Germany, Japan, UK and other European and Far East
markets. The agreement will allow the rapid and scaleable roll out of GREENSEAL
technology in a number of countries simultaneously.

Stanelco is intended to negotiate a separate exclusive supply agreement with
Advanced Energy to ensure a smooth, uninterrupted supply of RF power delivery
system to fulfil the total requirements of the project.

Advanced Energy will receive a minority interest in Stanelco's conversion and
licence fees for each machine it helps to retrofit and support.

As with Premier Technology, Advanced Energy will be sending a contingent of
engineers to Stanelco for an extended period of training and familiarisation and
it is anticipated that the project will be ready to commence operation within
three months.

Ian Balchin, CEO of Stanelco plc said:

'This is further excellent news for Stanelco as we look to roll out our
technology across the world. Whilst we remain focused on the roll out with ASDA
in the UK and Ireland, today's announcement means that we will be able to move
quickly and with scale into a number of markets as demand for our technology
grows. Advanced Energy has the innate knowledge of RF that is applicable to our
specific application which will be easily and quickly adaptable for the needs of
this project. This agreement eliminates delays to the project due to the highly
specific and limited availability of trained RF engineers and also removes
barriers to a rapid roll out of this revolutionary technology in the major
markets of the world.'

Chris Near, Director, Business Development Industrial and New Markets of
Advanced Energy said:

'We are delighted to be given the opportunity to provide a global implementation
and back up facility for this program. We have worked with Stanelco for many
years, have supplied them with our equipment and we are very pleased to be a
major contributor and supplier to this new and exciting program.'


bosley - 11 Apr 2005 07:16 - 2646 of 27111

this just keeps getting better and better.

About Advanced Energy

Advanced Energy is a global leader in the development and support of
technologies critical to high-technology manufacturing processes used in the
production of semiconductors, flat panel displays, data storage products,
compact discs, digital video discs, architectural glass and other advanced
product applications.

Leveraging a diverse product portfolio and technology leadership, Advanced
Energy creates solutions that maximize process impact, improve productivity and
lower cost of ownership for its customers. This portfolio includes a
comprehensive line of technology solutions in power, flow and thermal management
and plasma and ion beam sources for original equipment manufacturers (OEMs) and
end-users around the world.

Advanced Energy operates in regional centers in North America, Asia and Europe,
and offers global sales and support through direct offices, representatives and
distributors. Founded in 1981, Advanced Energy is a publicly held company
traded on Nasdaq National Market under the symbol AEIS. More information can be
found at
www.advanced-energy.com


so that uk and ireland, us ,mexico, canada and now asia, and europe. where is there left?

aldwickk - 11 Apr 2005 07:33 - 2647 of 27111

Things are moving fast now, just like one big masterplan. three cheers for Ian Balchin.

A Ruthies Fund - 11 Apr 2005 07:34 - 2648 of 27111

Morning all
bos, looks like this week will be FUN!
Regards Ruthie

bosley - 11 Apr 2005 07:38 - 2649 of 27111

i think so too , ruthie. getting the credit card out , i think.....

tallsiii - 11 Apr 2005 07:54 - 2650 of 27111

Just topped up this morning. Hope to get a good run over the next couple of days.

TheFrenchConnection - 11 Apr 2005 07:55 - 2651 of 27111

..Amities / ...Alors !!! Ok lets play some hardball huh ? ....lm all in guys . pour moi ? ....c'est creve ou marche mes amies .,, lve decided.. ;My yaucht is going to be called Stan ,dit-il en une souraint hehe ,,Selling 15,ooo BPK to finance a longer term position . .Expecting volume of 20m-30m,,,bonne chance a ' vous .....a'bientot .,,,,@+,
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