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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


driver - 06 May 2005 16:44 - 3598 of 27111

Our Basher has been on again (boring) he keeps ranting on about Peel Hunt, well this is from Peel Hunt and it all looks fine to me in fact its temping me to top up yet again.

Here is a few more products from SEO that isnt mentioned below.
RF sealing, PVA trays and film, FrogPack, CradleWrap, Solutape and Labels, biodegradable air pillows, foamed starch containers, edible sachets, and a few more in the pipeline

Sorry its a bit long but it rolls over the Bashers comment.

Peel Hunt:
Momentum continues to be positive. The announcements over the last two months justify the move in the share price and give a taste of the longer term potential for the group. The tie up with Asda is clearly positive news and trials with the packaging houses should be completed over the coming couple of weeks, this will be followed by firm contracts. The real excitement is the potential to secure Asdas parent (Wal-Mart) as a customer. Whilst this will take longer (hopefully months not years) it is important to note that the deals with Premier Technology and Advanced Energy in the US provide an infrastructure in the US to support a rapid roll out of Stanelcos technology. Elsewhere, the groups other products including Frogpack and Cradlewrap continue to gain increasing interest. The shares are supported by the news flow and the outlook remains exciting.
Recent and forthcoming news flow.

24 Mar-05 Following successful trials, Asda entered into an agreement with Stanelco at the end of March on a 12 month exclusive agreement for their GREENSEAL tray lidding and thermoforming RF technology. The contract is expected to lead tothe conversion of several hundred machines and revenue streams
in excess of 5m in the first year. The exit rate of the licence income stream at the end of the period will similarly be around 5m. 7 & 11 Apr-05 Under the agreement with Premier Technology and Advanced Energy, the group has the structure in place to roll-out their RF technology, multi region, in both the retrofit and new capital market. This is fundamentally important, as prior to these agreements, there was a ceiling on the number of machines thegroup was able to retrofit in any year.

22 April AGM statement
Expected Shortly Confirmed contracts with the packaging houses for the conversion to RF technology. This will provide increased visibility of the income stream from the Asda contract.

bosley - 06 May 2005 18:21 - 3599 of 27111

ssanebs, is that what you did and is that what you were told? if so , why haven't seo announced this?

EWRobson - 06 May 2005 19:53 - 3600 of 27111

ssanebs: if you were told something at a meeting that has not generally been released,then it would appear to be in order to seek clarification in writing. Regarding the ASDA supplier trials the information released was: "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." The release also advised that a formal agreement with ASDA had been signed. ASDA effectively extended the 12-month period by putting in a first step which was the trials with the three suppliers as "the underlying access agreement to adopt the technology will be between Stanelco and each of ASDA's packaged food suppliers.." This statement re the start of the 12-month period of exclusivity was amplified in the AGM Statement as being triggered "at the earlier of the completion of three further trials with ASDA suppliers or the signing of the first commercial order. The first of these trials nears completion at Youngs Bluecrest...". You are now stating that "two supplier factories have been retro-fitted and a third is in progress". These are clearly the three suppliers for which further trials were to be conducted. The exclusivity period is to be triggered by the completion fo the third trial or the first firm commercial order. KPC Peel Hunt put asd "Expected Shortly (on 22nd April) - Confirmed contracts with the packaging houses for the conversion to RF technology. This will provide increased visibility of the income stream from the ASDA contract."

Comments were reported about the opening of a US office and the presence of Howard White in the US to further negotiations with Wal-Mart. You say that tests with Walmart are "continuing as planned". KBC Peel Hunt treat the ASDA agreement as a done deal, their statement is more guarded re Wal-Mart. OK, it is understandable that conversations are held off the record, but what is the point of an AGM Statement if additional news is provided in conversations; it should fill in detail perhaps but not take the announcement further. It would be helpful if you sought clarification which would help to ensure that everyone was on a level playing field with regard to important commercial information.

Most contributors have, I believe, squelched insiderinside. This is understandable because his posts put a thoroughly negative Campell-like spin on whatever he comments on. I wouldn't waste time in seeking to respond to him but make the following comments for occasional visitors who migh be prepared to take his comments at face value:

(1) Restating what I have said above, "Stanelco... has signed a binding contract with ASDA for a 12-month exclusive agreement for the application .. of GREENSEAL tray lidding ...technology in the UK and Ireland." ASDA anticipates that several hundred machines will be adapted to utilise the technology due to the significant benefits it delivers."

(2) "It is expected that, according to plan, this agreement will generate a revenue stream for Stanelco significantly inexcess of 5m in the first year alone." From figures given by KBC Peel Hunt and Evolution this implies a minimum of 200 machines in year one at the quoted price of 25K.

(3) KBC Peel Hunt state that "The ASDA deal is anticipated to result in several hundred conversions and in our numbers we have assumed the following roll-out and other orders": 2005:72; 2006:355; 2007:600. "...the group needs to have 1000 licences to justify the present market cap. - ignoring all the other parts of the group. This equates to 2% of the world market and only 3x the ASDA contract." This is not a demanding target for UK and Ireland given the 'me to' pressure on other supermarkets following the period of exclusivity. The clear conclusion is that the Wal-Mart deal is not factored into the current sp.

I am not prepared to enter into a dialogue with II as I see him as an avid deramper and 'economical with the truth'. I am happy, of course, to enlarge on the above observations for other visitors who are questing for the truth.

Eric

halfamil - 06 May 2005 21:31 - 3601 of 27111

EW

Thanks for putting all the important stuff in a clear concise way.Your info strengthens my belief that I should be thinking long-term with this share.
ii is either mentally deranged or very short. Either way he needs help!

insiderinside - 07 May 2005 08:55 - 3602 of 27111

http://www.olswang.com/news.asp?page=newssing&sid=127&aid=921

Court's discretion to admit fresh evidence was not exercised 2 March 2005

Stanelco Fibre Optics Ltd v Bioprogress Technology, Court of Appeal, 9 December 2004, Lawtel

Stephen Reese writes

The claimant's application to admit fresh evidence following the respondent's counterclaim for breach of confidence was not successful in this instance. The test for determining whether to admit new evidence as set in Ladd v Marshall was not fulfilled when applied to these facts.


There seems to be a lot of misinformation about the case - hope this link above to the full article will clear things up.

STANELCO - 07 May 2005 10:26 - 3603 of 27111

Balanced Quality post Eric, thanks on behalf of SEO.

A recent IHT gift.

Highly sucessful completed further trials.

Many new products proceeding through the stages to full commercialisation.

Permission to appeal and lodged.

Prior art.

I know we have much to await, 99% of it being good.

Good quality PR is a bonus (keep it up Howard/Ian), but only when the product(s) are market leading and revolutionary, ans SEO's are!

insiderinside - 07 May 2005 10:36 - 3604 of 27111

One thing that could seriously effect Stanelco is the introduction of laser sealing - read the link below from April 2005.

http://www.foodproductiondaily.com/news/news-ng.asp?n=59398-laser-sealing-could

This new laser sealing from Packaging Automation can be used on ambient temperature AND chilled oven ready meals amongst others. As the news came in April does it have any bearing on the Asda delays ? Laser is super flexible and new technology and with so many benefits.

garyble - 07 May 2005 10:39 - 3605 of 27111

You're trying really hard aren't you?!

Well done lad!

jimmy b - 07 May 2005 11:53 - 3606 of 27111

garyble,,most on this thread have squelched this sad person,,you should do the same..JB..

Ashley - 07 May 2005 12:49 - 3607 of 27111

Far be it for me to put a dampener on the achievements of SEO of which I am a modest shareholder, and thus have every wish for its success, but I think there is no harm in knowing what the opposition has up its sleeve. The link below to READY MEALS info gives a good idea of what laser sealing is all about.
http://www.readymealsinfo.com/showcase/results.asp?txtContent=7430

insiderinside - 07 May 2005 12:52 - 3608 of 27111

garyble - my purpose is to post important links for people to do their own research - this latest news on Laser sealing can explain many things - the reason for the rush for US engineers when no orders for example - SEO would have known about the Laser success in March - it also explains the AGM comment of "standing still and losing" - it is of great importance for an SEO holder to research the potential of this new system - why buy a car for gas saving now that does 100 miles per gallon if you can wait a few months and get one that does 200 mpg and faster and more flexible.

The ramp crew will encourage you to squelch me - of course - they will not squelch me as you should never squelch anyone - any post from whoever may contain vital information.

Nobody else recently has posted factual new news on things that could effect SEO - I have - and they say squelch me - never mind - I just hope that people will do their own research and have available to them all the information - positive and negative.

bosley - 07 May 2005 12:58 - 3609 of 27111

wtf?

driver - 07 May 2005 15:44 - 3610 of 27111

Ashley
Its strange that Packaging Automation Ltd new rolutionary New Laser Sealing has been tested for the past three years and not one of their 22 machines have it fitted they all have the heat seal method, may be its because they cannot retro fit it, and that they have to make new machines at extra cost.
SEO did say that they would see off any opposition with lower cost.

stockdog - 07 May 2005 15:57 - 3611 of 27111

Thanks Ashley for the info and driver for the comment. Worth knowing what's out there to help form our own evaluation of SEO's claims. We should continue to monitor the laser sealing option.

SD

garyble - 07 May 2005 18:03 - 3612 of 27111

II & Ashley,

Well done sirs....keep up the sterling work!

Maybe a case of VHS/Betamax!!! Maybe not!!!

I feel the time is very near, and nothing to the contrary seems to offer as much potential.

Please keep up the alternative research and keep us posted.

bhunt1910 - 07 May 2005 19:11 - 3613 of 27111

I noticed that Stanelco made a posting - is this the real stanelco - or just someone posting as stanelco?.

If the real Stanelco - then welcome aboard - and its great that you are watching what is happening on the outside. You will also recognise that Bosley, Eric & GF are probably better than your own marketing team - and maybe you should offer them a role!! If not - then you are confusing me (I know -easily done!!)

Baza

garyble - 07 May 2005 19:31 - 3614 of 27111

Taken from another thread & answered more comprehensively a few weeks back when the same concerned person threw it into the pot:

paulmasterson1 - 7 May'05 - 13:22 - 38141 of 38156



Hi All,

As for the laser welding, I thought I had quashed that drivel 2 weeks ago, when I posted here that I had recieved e-mail from SEO HQ, stating that laser welding only works on CPET, that's it, end of story, no tray lidding or sealing of ANY OTHER PLASTIC, and NO theromoformed packaging, and on top of that it IS TOO EXPENSIVE ANYWAY, and so IT'S A NON-STARTER !!!!

Forget it !!!!

And filter the FULL TIME SEO BASHER 'insiderinside' !!!!

Then you won'yt have to put up with his lies, deciet, and total BASHING drivel !!!!

Cheers,
PM

insiderinside - 07 May 2005 23:23 - 3615 of 27111

garyble - this one from that other site is also interesting to copy over -

KCprevail - 5 May'05 - 08:56 - 37846 of 38162

Boys will be boys and looks like you are now fighting again. Please take your back stabbing to another thread, I will not filter anyone as I want to read all posts and from all posters for any information whatever it may be, filtering is akin to sticking your head in the sand and with your behind in the air, and you know what will happen. I am sorry Mr Paul Masterson (post 37789 of 37839) but I have been reading here for a long time and your comments of you never telling lies is not true, you claimed your web site is Stanelco approved and now Mr White of Stanelco has said this is not true, so you did lie.
paulmasterson1 - 21 Apr'05 - 17:04 - 36063 of 37836
Please feel free to check out my Stanelco Research (Stanelco approved) Website ....
http://www.stanelco.devisland.net
Currently running at over 600 visitors per week !!!!
Please pass on the details to your friends :)
Cheers,
PM
paulmasterson1 - 21 Apr'05 - 18:29 - 36080 of 37836
You want the facts, go to http://www.stanelco.devisland.net the website that Stanelco HAVE APPROVED, and will soon LINK TO, when the new official website is rolled out !!!
.

"Having taken this thread offline (SharesForum April 25th 2005) for a day whilst I spoke to Howard White (Stanelco Executive Director), I can now bring it back online having edited/moderated several posts.
I can confirm that the stanelco@aol.com email address is correct.
However, Mr White confirmed that Stanelco have NOT given their approval of Paul Mastersons website. They may link to it, however, providing the content remains of a factual nature, which Mr White believed it did the last time he looked at it (which was not recently, however).
He said I could quote Stanelco's view towards the aforementioned site as a benign one. They do not approve of people aggressively promoting the stock and do not wish to be associated with such actions."

From my contacts Mr Robert Duggan of Stanelco (Director and Company Secretary) was also contacted and he gave the same comments as above that your website is NOT approved by Stanelco, which my contacts have copied the email to me, also noting that the stanelco@aol.com investor relations email will be changed very soon to investors@stanelco.co.uk
I write the above as I was tricked by you for a time into believing your site was Stanelco approved, and for which I now despise you. I have sold recently and will observe only now. Since Mr Whites comments you have stopped claiming that your website is approved and also stopped the constant posting of misleading figures in general, now it seems you are out to slander BPRG and argue on the Stanelco thread about BPRG.
The most relevant research is the latest report from KBC Peel Hunt who are the broker for Stanelco. Mr Duggan also stated that KBC are the official company brokers.
http://www.kbcpeelhunt.com/pdfs/Stanelco22Apr05.pdf
Mr Duggan also advised in that email I have a copy of, that investor relations advice is received from Financial Dynamics, the contacts are Mr Jonathon Brill and Mr Billy Clegg, 020 7831 3113
I will return to watching and reading, but please try to keep petty arguments off of this thread as I will not use a filter on anyone, just nice to keep things Stanelco related for us watchers and not a loud mouthed argument over BPRG.
As much as I would wish to filter you Mr Paul Masterson, I will not as filtering is stupid and as I want to see what other lies you may be perpetrating on this board.
Kathy C.

markusantonius - 07 May 2005 23:52 - 3616 of 27111

II, who are you and what do you want out of all this?

insiderinside - 08 May 2005 01:41 - 3617 of 27111

Nothing markusa - just to allow people the information to do their own research.

Garyble - in reply to the post on Laser / CPET - which I have yet to see any official notice of laser only being able to be used on CPET you must remember -

SEO trials were also on CPET

LONDON (AFX) - Stanelco PLC said an ASDA product packaged using Radio
Frequency Technology will appear on the supermarket's shelves from today.
The RF applications group said this follows a trial with ASDA for its high
integrity sealing of Microwaveable Food Trays (CPET). Under the shelf life
trials the group said both microbiological and organoleptic tests produced
encouraging results. Chief executive Ian Balchin said he looks forward to progressing the relationship with ASDA towards a long term commercial agreement as soon as possible.

You have to use CPET for ready meals as APET is not microwavable or able to be used in a normal oven - the green issue is to replace bad PVC with CPET/APET.
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