bosley
- 20 Feb 2004 09:34
PATISEAR
- 29 Aug 2008 07:44
- 26668 of 27111
The most positive RNS from Stanelco.
Not one negative, is it real, are we being duped?
http://moneyam.uk-wire.com/cgi-bin/articles/200808290700112648C.html
greekman
- 29 Aug 2008 07:57
- 26669 of 27111
I think we should look at this company on todays value. If we continue to compare todays Stanelco with that of 2 to 3 years ago re forward looking prospects and all that well talked about spin (something I admit to doing for a long time) the results look a 100% failure, but looking at this as you would a company for the first time, it does IMHO look like a company on the way up with a market cap of very good value.
Obviously still loosing money so the value is purely on potential.
But that potential without the hype looks good.
Sharesure
- 29 Aug 2008 09:04
- 26671 of 27111
This looks like it has finally got itself on the right track.
stockdog
- 29 Aug 2008 09:09
- 26672 of 27111
Talk about jam tomorrow - they appear to be yet again very pleased with their intention to select fruit bushes!
"Strong progress achieved in developing sales leads in BioPlastics division " - God forbid any actual sales - just leads still!
Same old same old, including the longest running daily saga of patent folk - dum dee dum dee dum dee dum . . .
greekman
- 29 Aug 2008 09:58
- 26673 of 27111
Stockdog,
Sales during the first half of 2008 gained momentum and, by period end, had almost doubled reaching 92% of the sales level for the full year of 2007. Group revenues increased from 3.9m to 7.4m in the period ended 30 June 2008 (an increase of 92%) compared with the six months ended 30 June 2007.
The BioPlastics team undertook 27 sets of customer trials (each containing between one and four individual trials) of which 21 have led to production orders of Bioplast material.
I appreciate we have been nothing short of conned by management in the past but the result projections this time look as if they are based solely on the figures from the 6 months to end of June.
I just don't get where your comment, "God forbid any actual sales - just leads still" is coming from. As it is clearly stated from the leads/trials 21 have led to production orders.
PATISEAR
- 29 Aug 2008 10:11
- 26674 of 27111
stock
"The increase was achieved by driving sales of biodegradable resin through Stanelco directly (a fourfold increase) and further growth at the Group's Biotec subsidiary, where volumes in the first half of 2008 have doubled to exceed the total for the full year 2007. "
hangon
- 29 Aug 2008 11:32
- 26675 of 27111
Greekman - Oh not another Patent problem - did I miss this? - Good! . (?).
/
/
I've given up on this Stock - promises, promises! Then New-Man at helm and - more promises...er, until we learnt the stuff was too expensive for supermarket trays.
Sp is rubbish and all hopes dashed etc.
Now, I appear to be reading(posts here?) some +ve signs - or do I need to go back and read (all?) the last month's posts. It's all rather bitty, er, IMHO.
. . . . . . . .. . . .. .. . . Could someone give me a clue?
I'm suspicious - the sp appears to tell the same story, but that could be the rest of the Market still thinks as do I... (i.e. ignore all Exec. comments).
For SEO, read Confused Dot CON
jimward9
- 29 Aug 2008 13:48
- 26676 of 27111
at last they tell us who,
13. CONTINGENT LIABILITIES
Novamont S.p.A ("Novamont") has brought proceedings against Biotec Biologische
Naturverpackungen GmbH & Co KG, Germany ("Biotec") and
SPhere SA, France, and certain Group companies of SPhere claiming infringement of the French
and Italian designations of Novamont's European
Patent Numbers EP 0 327 505, EP 0 947 559 and EP 0 937 120 (the "Novamont Patents").
Biotec is defending these claims on the basis that the claims in the Novamont Patents
relied on by Novamont are not infringed by Biotec
and/or are invalid. Stanelco and Biotec continue to take professional and technical advice
with regard to this litigation and are confident
of a successful outcome.
PATISEAR
- 29 Aug 2008 13:58
- 26677 of 27111
Mines said that while the material first started being used to make plastic bags, the market for bioplastics has now broadened. He added that the company is now starting to get enquiries and orders from massive brand owners.
http://www.prw.com/homePBP_NADetail_UP.aspx?ID_Site=818&ID_Article=25180&mode=1&curpage=0
PATISEAR
- 29 Aug 2008 14:08
- 26678 of 27111
Monosol deal already contributing profit.{Deal was signed in June}?
http://packagingnews.co.uk/business/news/842573/Stanelco-moves-towards-profit/
tweenie
- 29 Aug 2008 17:44
- 26679 of 27111
The results suggest SEO is operating at the same loss as last year. (3.something minus 2 million exceptionals equals about 1.6)
I can't get excited about nothing.
Filed away for another six months.
See you in the new year................ unless
Tonyrelaxes
- 01 Sep 2008 21:39
- 26680 of 27111
Hi all - Not looked here since June. Only 100 posts. I have some shares that get that in an afternoon!
I went to Marchwood today as part of a group of 8 shareholders.
I do feel (as Sharesure said above) they have got it together at last. Here is my first reaction which I posted on SirMs thread on AFUN-
-- - - - - - - - - - - -
8 of us had a very good presentation by Paul Mines (CEO), backed up with tour of both the RF and BioPlast R&D workshops (if that is the term).
Present throughout and contributing regularly were Clive Warner (FD), Paul Law (MD BioPlastics), David Battey (Business Developoment Director), Donna Siimpson (Solicitor and Commercial Executive) with Caroline Stewart from Financial Dynamics.
The presentation slides are available on SEO Website.
Nothing new, nothing earth shattering, but the overriding story is of a Company with its act together and working as a term. A very knowledgeable and enthusiastic team. A team that knows what it is doing and where it is going and seemingly getting there.
They would not be drawn on anything not yet in the public domain.
I consider it a day well spent. I am increasingly happy to keep my holding here. It is just a pity it is now not worth anywhere near as much as when I put it in - but that will come, I feel increasingly sure.
- - - - - - - - -
Other posts are there and there will porobably will be more tomorrow.
AT LAST, I sigh!!
oblomov
- 02 Sep 2008 11:11
- 26681 of 27111
Blimey - should I buy back in?
moneyplus
- 02 Sep 2008 14:24
- 26682 of 27111
nice photos of product range showing on the other side---I'm beginning to get my hopes up again!
required field
- 02 Sep 2008 15:37
- 26683 of 27111
Well I should be wary.....looks like it's about to dive below .50p again !.
required field
- 02 Sep 2008 15:44
- 26684 of 27111
Down .01 as I spoke....going down to .40p possibly !.
Tonyrelaxes
- 02 Sep 2008 16:01
- 26685 of 27111
Oblo - why not?
If for no other reason than we miss your posts!
Oilywag
- 02 Sep 2008 17:48
- 26686 of 27111
'Afternoon all
I was one of the eight that visited the Stanelco offices yesterday and concur with what Tonyrelaxes has posted.
They seem to have got its act together, have sorted out their priorities, have a definite goal and have a clear stategy as to how to achieve their goal.
The bioplastic market is growing at a compound rate of 25% pa and I feel confident that Stanelco with grow by more than that figure year on year at least for the next three or so years. I feel that they will be cash positive sometime next year.
A good proportion of their sales are being generated by customer referrals, and enquiries and also repeat business.
Paul Mines said yesterday that the company will have coverage during Quarter 4 from brokers. He would not be allowing or encouraging that unless he was sure that there is a positive message to impart to the market..
I feel confident that the company has turned the corner in a screeching hand brake turn and is accelerating away to better things with Jeremy Clarkson shouting encouragment from the sidelines.
The oily one
Tonyrelaxes
- 02 Sep 2008 18:20
- 26687 of 27111
An interesting number from yesterday, and on the Highlights page of the Presentation (slides on SEO website) - "direct sales yielded a 77% success rate of converting trials to production quantity orders in BioPlastics".
- - - - -
On a lighter note, the 'lowest common denominator' to this 77:23 ratio means at least 10 orders from 13 trials to this whole number %age, rounded up or down.
Oh, if only the previous management(s) had converted just one trial to an order. Remember WallMart, CocaCola, McDonalds to quote but 3. Yes, and lets not forget SealedAir (oops I've said too much).
- - - - -
Oily, the "screeching hand brake turn and is accelerating away" you heard was Sir Mark's Lamborghini - you must have had your eyes closed at my own driving! (I'm not used to cars. Life is a motorcycle).