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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


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 .,,,,@+,

ssanebs - 11 Apr 2005 08:15 - 2652 of 27111

all areas now covered for a walmart deal!!

stockdog - 11 Apr 2005 08:27 - 2653 of 27111

Great RNS immediately following on from Friday's to give the SP real momentum up to the next trading range, quite possibly up to EVO's target of 30p in one go.

Next we need some indication (Trading Report) as to how this will feed through to the bottom line, to consolidate the euphoria into solid EPS.

This is going to be a good week for us all.

SD

EWRobson - 11 Apr 2005 08:40 - 2654 of 27111

'A beautiful morning'. The sun is shining. SEO is in tha eascendency. All is well with the world. This is going to move faster than any of us expected. The roll-out is going to be in worldwide markets with other installation partners for Advanced Energy; a manufacturing deal is on the cards; marketing partners, first in North America and then in the other markets. SEO sitting at the centre pulling the strings, but not spending vast amounts of money. So, Aldwick, no need for additional funds.

Not sure that Evolution will have enough hard facts to revise their forecast. After all, they are market makers and not brokers/company analysts. If they don't need more funds, then the company has no reason to force the price up. With more announcements to come, I suspect that the sp will move to 30p in three legs as it did last time. Price has come back on profit taking and it may be wise to seize the moment to top up underweight positions.

Eric

EWRobson - 11 Apr 2005 10:02 - 2655 of 27111

Profit-taking dried up and nice flow of steady buying has set in. Suspect that the MMs will try to hold the price from rising too quickly. may not be better buying opportunity.

Now that the SEO strategy is clear: use the lead companies in each function (manufacture, selling, installation), what is the implication for forecasts. Key answer, obviuos really, is that the process will be accelerated. Evolution forecasts have figures of 100, 1000, 1500, 2000 for the years from 2005 to 2008. Suspect this will be more like 50, 1000, 2500, 6000, which is still ony 20% of the market and could be very low. andysmith, what do you reckon the penetration will be. Reasonable to bring forward the bottom line by a year which would be 6.6p a share in 2007. Round this up to 10p with other products. Put it on a pe of 30 because of the rate of growth and prospects. Then the sp becomes 3!

This may be speculative but I suspect it is eminently reasonable. Friends, this has been written so that you hold and do not succumb to temptation to take profits. Also for those who are SEO-lite to repent, accumulate and enjoy!

Eric

bosley - 11 Apr 2005 10:10 - 2656 of 27111

eric, good post. it is very temtping!!! especially for us in at 4p. just having a re read of this mornings great rns. this struck me....

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.

now wouldn't this be a wonderful opportunity for frogpack? i mean , i am sure it was designed with cds, dvds and other delicate products in mind.

EWRobson - 11 Apr 2005 10:42 - 2657 of 27111

bos Put the last three posts together and there is only one coclusion: bos and eric should be appointed as advisers to SEO without delay! Having said that, that could be a little bit too much like work. Far better just looking at the screen, watching SEO soar and having fun! I do agree that frogpack will hit the light of day before too long, probably with a similar infrastructure because it will be a distinct team handling it and they won't want to be outdone by their Greenseal brethren. Forecast rising all the time!

Eric

A Ruthies Fund - 11 Apr 2005 11:03 - 2658 of 27111

eric, bos

I feel quite faint...my little pension pot has gone from 4p to 22p in less than two years with an average price less than half that!!!
I may have to delay my retirement and let it run on up??...;)

Ruthie
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