bosley
- 20 Feb 2004 09:34
Dil
- 15 Apr 2005 11:00
- 2867 of 27111
That question is irrelevant imo jimmy. This is a discussion forum and he is entitled to have his opinion.
I have commented on many shares when I have had no open position , nlr being one.
jimmy b
- 15 Apr 2005 11:08
- 2868 of 27111
Ok Dil ,and your right he is entitled to his opinion ,but ive read your comments on here, where has this guy turned up from,,out of the blue ,i think i know ,but it might be best not posted on here..
Dil
- 15 Apr 2005 11:14
- 2869 of 27111
jimmy , think I know where your coming from .. too easy to sign up with new name , post a load of crap and disappear again.
If thats what your saying I totally agree.
dawsinho
- 15 Apr 2005 11:15
- 2870 of 27111
Think i'm right in saying that we can expect a rns on monday stating if trials with three asda suppliers have been a success.
"The 12-month agreement will commence from the first Monday following two weeks
of further successful trials with three ASDA suppliers. This is expected to be
in April. These commercial trials are in addition to the completed trial
announced on 1 March 2005. The underlying access agreement to adopt the
technology will be between Stanelco and each of ASDA's packaged food suppliers
with Stanelco taking on responsibility for installation and maintenance of the
tray-lidding technology"
If these are a success, then the door must be open for walmart to say thank you very much we'll have some of that, without the need of trials etc. With the two agreements with advanced energy and premier technology already in place this looks like a cert (no trying to ramp) but why else would you sign two agreements with engineering and support companys! who just happen to cover the same geographical area as walmart..
jimmy b
- 15 Apr 2005 11:17
- 2871 of 27111
Ill shut up now..PS good point dawsinho
stockdog
- 15 Apr 2005 11:42
- 2872 of 27111
did insider used to be
called informer?
but dil is still
called dil
Haku very much ladies and gentlemen
SD
bosley
- 15 Apr 2005 11:47
- 2873 of 27111
gentlemen , we cannot have it both ways. we jump all over people who try to spread negative rumours. we cannot then try to start positive rumours. i agree that it makes sense that a deal with walmart is forthcoming. it follows on nicely from the asda deal and , as others have already said, from the two training deals. BUT there has been no rns saying anything about walmart. until there is something definate regarding ANY deal in america ,(and anywhere other than uk and ireland), its just speculation, not fact.
insider x 2.....
Stanelco PLC, the RF (radio frequency) applications group, is pleased to
announce that it has signed a binding contract with ASDA for a 12-month
exclusive agreement for the application of the Group's GREENSEAL tray lidding
and thermoforming RF technology in the UK and Ireland. ASDA anticipate that
several hundred machines will be adapted to utilise the technology due to the
significant benefits it delivers.
"a binding contract with ASDA for a 12-month
exclusive agreement"
thats a fact. no double talk, fact. also
Tony Ruane, Technical Manager, Meal Solutions category at ASDA said:
'This is a first to market for ASDA - real innovation. This could well turn out
to be the biggest thing in packaging for years. The benefits for both the
environment, our customers and suppliers from this technology are far reaching.
The potential for the use of Stanelco's technology grows every time we look at
it. Every visit to both stores and suppliers identifies new areas and ways in
which the technology can be used. We are looking forward to working with
Stanelco.'
now he doesn't sound like someone who has doubts, does he!
dawsinho
- 15 Apr 2005 12:12
- 2874 of 27111
Bosley, wasn't trying to suggest that a deal with Walmart was a done deal. But when you put the jigsaw together it fits very well. What is fact, is that two agreements have been signed with advanced energy and premier technology and its up to the investor to speculate why this has been done. No ramp intended, just my point of view :-)
bosley
- 15 Apr 2005 12:15
- 2875 of 27111
and i agree with you daws. the pieces fit. but it's best to get confirmation first before it gets reported as fact. i think shares mag jumped the gun a little.
Dil
- 15 Apr 2005 12:15
- 2876 of 27111
stockdog ... dil has only ever posted as dil on moneyam.
Regards
deancroft
- 15 Apr 2005 12:29
- 2877 of 27111
Anyone searched on Moneyam bb's for insiderinside?? Well he hasn't posted on any other epic thread in this realm so he's obviously a figment of our imagination. Sent an e-mail to Stanelco this morning for current opinion of the bad mouthing and believe it or not, Howard White, Deputy CEO of Stanelco, took time out to call me on my mobile to express his disgust and to thank myself and other loyal investors for having good faith. As agreed, if there was bad news to be had, publications would be full of it. Bad news travels faster than good news. RNS's from Stanelco are full of good news because that's all that's available at the moment. This moment will only die down if we allow it to. Everyone have a nice weekend.
jimmy b
- 15 Apr 2005 12:33
- 2878 of 27111
Well said deancroft onwards and upwards!!!JB
bosley
- 15 Apr 2005 12:36
- 2879 of 27111
insider x 2...
"All in all extreme caution is needed and only take confirmed news from the proper and correct Stanelco website dismiss rumor as rumor, misinformation as misinformation and disinformation as disinformation."
your quote , and i absolutely agree. three quarters of your post is about the asda deal , and how its not a done deal yet , and there's smoke and mirrors going on. bollocks. this is the full announcement.
Stanelco PLC
24 March 2005
24 March 2005
Stanelco PLC ('Stanelco' or the 'Group')
ASDA adopt Stanelco's GREENSEAL technology
Stanelco PLC, the RF (radio frequency) applications group, is pleased to
announce that it has signed a binding contract with ASDA for a 12-month
exclusive agreement for the application of the Group's GREENSEAL tray lidding
and thermoforming RF technology in the UK and Ireland. ASDA anticipate that
several hundred machines will be adapted to utilise the technology due to the
significant benefits it delivers.
The agreement follows successful trials at a number of different ASDA suppliers
and will mean that the suppliers involved in the programme will, where
practical, convert from traditional heat-sealing to Stanelco's revolutionary RF
technology.
The main benefits of Stanelco's GREENSEAL technology are:
- An up to 20% lower cost of packaging material;
- A higher integrity seal substantially reducing the possibility of packs
leaking;
- A removal of laminated plastics in favour of mono plastics, which can be
easily recycled providing significant environmental benefits and
- A saving of up to 70% on power usage in the traylidding/thermoforming
machines.
The costs associated with conversion will be greatly outweighed by the financial
and other benefits indicated. It is expected that, according to plan, this
agreement will generate a revenue stream for Stanelco significantly in excess of
5m in the first year alone. Even before the first machine has been converted
ASDA and Stanelco are working together to look at other areas of opportunity for
the technology.
The 12-month agreement will commence from the first Monday following two weeks
of further successful trials with three ASDA suppliers. This is expected to be
in April. These commercial trials are in addition to the completed trial
announced on 1 March 2005. The underlying access agreement to adopt the
technology will be between Stanelco and each of ASDA's packaged food suppliers
with Stanelco taking on responsibility for installation and maintenance of the
tray-lidding technology.
Ian Balchin, Chief Executive of Stanelco commented:
'We are delighted to have signed a formal agreement with ASDA. This is the final
step of the first phase in the commercialising of this technology, and a very
significant step in the transformation of Stanelco into an intellectual property
business, exploiting the Group's core technologies. This contract is excellent
news for Stanelco and its shareholders and reflects the hard work put in by all
our staff. We look forward to working with ASDA on the implementation.'
Tony Ruane, Technical Manager, Meal Solutions category at ASDA said:
'This is a first to market for ASDA - real innovation. This could well turn out
to be the biggest thing in packaging for years. The benefits for both the
environment, our customers and suppliers from this technology are far reaching.
The potential for the use of Stanelco's technology grows every time we look at
it. Every visit to both stores and suppliers identifies new areas and ways in
which the technology can be used. We are looking forward to working with
Stanelco.'
Ends
without taking a sentence or phrase out of context and using that as a thesis for shite , it says , it's a done deal , signed.
insiderinside
- 15 Apr 2005 12:43
- 2880 of 27111
Please - it clearly states
The 12-month agreement will commence from the first Monday following two weeks
of further successful trials with three ASDA suppliers. This is expected to be
in April.
So it is still pending and not confirmed. And any RNS must state that all 3 trials of 2 weeks are successful - not just one is ok so far - the news must be all 3 or do not bother with an RNS.
In view of the 2 RNSs about the USA - this is my opinion -
SEO are trying to lead people into thinking a deal with Walmart is done - why else ? Its the SEO PR ramping machinery in action. If Tesco were to say they are upgrading their tills to be ready for 3bn profits - would they be ridiculed or would you say wow - they must be getting 3bn turnover very soon. The announcements could have been made when the Asda deal was confirmed - but they have shot their bolt as the share price needed support - it is clear and no one will argue that 18p is fair value and fairly high forward PE for 2006 financial year if the Asda deal is confirmed - it appears the SEO PR ramping team are trying to cater for fall back by feeding the frenzy for any news - even if its worthless. They are staring the facts of iterim and prelim losses to report for 2005. The concern should be - are they feeding the frenzy as there is going to be more delays on the Asda deal ? That is a valid question - is it just Smoke and Mirrors to divert attention.
insiderinside
- 15 Apr 2005 12:47
- 2881 of 27111
I would not be surprised at all to see an RNS from SEO next week - telling us nothing - just some more spin and not saying what it needs to say - that would be its done and dusted and all ok and the Asda deal is now valid and no longer pending. This is an RNS I would say would give credence to the 18p value - but so far just spin and hype and smoke and mirrors.
bosley
- 15 Apr 2005 12:49
- 2883 of 27111
please, it clearly states,
Stanelco PLC, the RF (radio frequency) applications group, is pleased to
announce that it has signed a binding contract with ASDA for a 12-month
exclusive agreement for the application of the Group's GREENSEAL tray lidding
and thermoforming RF technology in the UK and Ireland. ASDA anticipate that
several hundred machines will be adapted to utilise the technology due to the
significant benefits it delivers.
it does not need another rns telling us anything more. the start date is already in the rns.
"SEO are trying to lead people into thinking a deal with Walmart is done"
how? nobody from seo has mentioned that a deal with walmart is done. the biggest market for this technology is america. it makes a lot of sense to me to have teams of american engineers trained and ready to move if a deal is done in america, be it walmart or anyone else.
brain2brain
- 15 Apr 2005 12:55
- 2884 of 27111
Sold GMC for quite a loss. Have just invested the remainder in some more of these in the hope of recouping some of the loss. For what it is worth I feel a lot happy now with this money in seo. A quick profit is nice but long term will do me fine.
Fingers crossed
B2B
djh57
- 15 Apr 2005 13:01
- 2885 of 27111
If insider cannot get the facts right about Tesco, then why should we take notice of his utterances on SEO. If Tesco announced that their turnover was going to be 3bn everybody would say wow as this would amount to a fall of 90%
Insider confuses his profit with t/over, can we assume everything else is confused?