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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 - 29 Nov 2004 16:19 - 322 of 27111

is that why its up today then? your buy pushing the price up?:)

AdieH - 29 Nov 2004 16:37 - 323 of 27111

Lol I wish, only a few thousand more but in for the long term.

bosley - 30 Nov 2004 09:54 - 324 of 27111

bit of a drop this morning. people selling in anticipation of damages annoncement? couple of largeish sells late yesterday too . but buyers coming back in now buy price is 6p.(5.93)

AdieH - 30 Nov 2004 10:26 - 325 of 27111

Yep totally agree but the compensation won't be sorted today, well thats my understanding, the case today is to confirm what other details SEO have in regard to an appeal, I stand to be corrected though...

hangon - 30 Nov 2004 10:41 - 326 of 27111

Got a good thread going, huh?
Well sorry if I've spread (some maintain are ) falsehoods, as the consensus is that the Damages are in the price - no they are not. If they are then tell me what they are and how many months/years existing business profits will be needed to pay for this fiasco.
My comments regarding the simple machinery, was merely Life/Business in general; it's not rocket science, nor are they dealing with critically ill patients (as in any wonder Bio product). They get a container and stick a lid on it - it's then repeated hour after hour. It may be very clever and save (eg ASDA) lots of money, but it ain't gonna make profits if the business is mortally wounded by the cc Ruling. No-one knows.
[[..Sorry about the spelling..]]
The SEO share is very much news driven and I thought the thread (now gone) was getting over-excited about the ASDA news.....so, just an element of caution; but I see I'm too late, the party's started and the drinks are a-flowing. Just watch it! Arround early Oct04 the sp went from c.6p to c.4p - a massive fall over a few days.
Once the Damages are sorted, and everyone's been paid, then we shall see if Heads should roll - only then can the company provide figures for the Market and only then will we know when (or if) a profit will trickle-down to investors - a species that has largely been ignored by this Company.
- Now look at the PE....do you still feel lucky?

willfagg - 30 Nov 2004 10:55 - 327 of 27111

Dear hang on
The initial and short lived drop to 4p was an over reaction to the initial news, which once everyone had a chance to reassess realised that any likely payment would not be much as they had not derived any gain from it. Any payment would be basicaly for them not being more careful about who owned the IPR on productas they were trying to develop.
In addition to this SEO have continued to deliver additional good news on orders won and future performance which has now brought the price back to where it was before all this started, but not really a lot further.
This price discounts all new positive developments (incl ASDA)annd iI think should have further to go in the short term. All IMO

willfagg - 30 Nov 2004 10:57 - 328 of 27111

Buys are powering ahead but market seems to have a pschycological barrier to 6p

superrod - 30 Nov 2004 12:30 - 329 of 27111

bosley
i have read all the posts on this thread. my commentwas not a criticism of SEO, just an observation of the market in general. i watch a lot of stocks and almost without exception the share retraces after good news. however big a fan i am of a stock i will sell a fair nunber on good news. nearly always manage to buy back later, cheaper, with few quid in the bank.

bosley - 30 Nov 2004 12:33 - 330 of 27111

6p barrier has been there for over a year will . . hangon, nobody is partying yet. speaking for myself , i have been on the look out for a company with a good story , a good product and loads of potential. seo ticks my boxes. all companies are a risk, (cf jarvis,pretty much every tech stock in 2001, mytravel,etc.)but seo have something that is quite new , that companies like , that will be legislation driven and has bags of potential. the patent dispute with bprg HAS been overdone. damages wont be that severe because not a lot of money was earned by seo . basically , bprg now get a finished product that THEY can make big bucks from . good luck to them. back to seo . some companies have already signed up to use seos packaging technology , some are at trial stage . you cannot deny the massive potential here, even if it is merely putting lids on things. putting lids on things will bring in an extra 4million this year just from one company , and 4million next year from the same company . get afew of them going, as they are trying to do , and you get good profits. sounds pretty good to me . i DO agree with you that the seo management could have handled all this shit better. but , as i have said before, its this mangaement team that have developed this company from a welding company to one which has the potential to make serious money in the future.its been said before , and i will repeat it for hangon , because he seems to think we are all lemmings ready to fall off the cliff. it will be a good day when this dispute is over, when the uncertainty is gone,when calim and counter claim is settled and we all know the end figures. until then this is all mere speculation . people who have put money into seo are taking the view that damages will not be so severe that seo will crumble. it may hurt but the future will still be bright.as you say about life, its a gamble.

Dynamite - 30 Nov 2004 13:15 - 331 of 27111

Here, Here Bosley....I look on SEO as PDX 18 months ago only better cos' they are cheaper than PDX were and already in trials with the big boys. This share is a big gamble but if it pays off could easily be a ten bagger or more.

AdieH - 30 Nov 2004 13:34 - 332 of 27111

Like your thoughts dynamite, i'm in PDX as well, both companies fantastic futures ahead and you can add BPRG to that too...

Dynamite - 30 Nov 2004 14:36 - 333 of 27111

AdieH...I would add BPRG as well but my funds are all tied up at the mo.I've also got NOP, KMR, YOO and several other long term goodies.

AdieH - 30 Nov 2004 14:45 - 334 of 27111

Good Luck with those, I hold various others but like you all cash tied up for now...

predator22 - 30 Nov 2004 16:14 - 335 of 27111

IMO
you going to need a rights isuee to fund BPRG damages.

bosley - 30 Nov 2004 16:20 - 336 of 27111

if thats the case , then so be it .

AdieH - 30 Nov 2004 16:36 - 337 of 27111

Oh go away predator22, post something sensible, justify that daft comment... How old are you?

bosley - 30 Nov 2004 16:58 - 338 of 27111

adie , calm down . dont let the bed bugs bite.

AdieH - 30 Nov 2004 17:03 - 339 of 27111

Lol i'm OK i hold SEO and very happy to be, you heard anything today from the court case Bosley?

bosley - 30 Nov 2004 18:04 - 340 of 27111

no nothing heard . but i did find this piece on iii. copied it , nope the author doesnt mind but i think its interesting , although it doesnt tell us much that we do not already know.

"Just to clarify the court case and the future prospects (for those new to Stanelco). Rather than 'HOLD' I would have put 'Good Gamble' if it had been a choice.

The court proceedings were in fact issued by SEO seeking declaratory relief i.e. clarification of the ownership of three families of patents. BPRG claimed an interest (either full or joint) in three families of patent filed by SEO on the grounds that the patents were based on discoveries made by BPRG and disclosed under a non-disclosure agreement between the parties as part of a proposed joint project. The result of the court case was that SEO retained two of the patent families (Christopher Floyd QC The second and third families of claims involved a further inventive concept devised by Stanelco, which was not simply a refinement of the core concept, so that Stanelco but not Bioprogress was the inventor of those claims) and lost the third, BPRG being awarded outright ownership of the master patent that gives it exclusive worldwide rights to the process of making capsules from non gelatin materials by means of radio frequency (RF). However SEO are challenging the verdict on the third and have already stated that 'tray lidding technology is unaffected by the current patent dispute with BPRG and is now the major driver of future revenue within SEO's business'.
I quote from Hargreaveslansdown (Brough likes Stanelco's risk reward) Nov 6th 2004:
Schroder's A-rated star smaller companies manager Brough recently picked up 29 million Stanelco (SEO) shares at 4p despite the group's recent problems. @Stanelco has found a way of using RF technology to seal food packages, which at present are heat-sealed. Patents relating to this part of the business are separate to the family of patents BioProgress has claimed as its ownA number of big packaging firms, such as Grampian, are commercially testing the technology at the moment and Stanelco hopes large orders are not far off. The plan is to charge firms that have their packing machines converted to use Stanelco's technology about 35% of the cost savings on raw materials.

Management reckons this will be equivalent to approximately 35,000 per machine per year.
These revenues would be recurring and with about 25,000 tray-lidding machines (think of the packaging for a steak bought from the supermarket) and 20,000 termoformers (the flat packaging for smoke salmon from the supermarket) operating worldwide the market is big if the technology is as good as management boast.
This article was taken from the website www.citywire.co.uk.

Although it will be a blow if SEO fail to win the lost patent (as IMO they will) and will have to pay substantial costs, it will only affect the share price until the trials are completed. Then it will be the outcome of the tray sealing trials, and if successful, the subsequent take up of the technology by a major company, and further applications of the technology that will drive the share price. So its a gambledont put your pension on it."

so thats where he sold his shares.........

bosley - 30 Nov 2004 18:05 - 341 of 27111

guessing this was written before the asda announcement.
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