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

with you on that one sid...
whilst the sp is bobbing about and were all waiting for some more good news, its good to have "a bit of a laugh" and not have to read someones constant doom ,pesimism and scaremongering!!

superrod - in your mail 3960 you referred to him who we dont refer to - the penalty being a fiver in the swear box - to be used at Doncaster when we celebrate

Baza

superrod
You can use the term Don Q to get round 1910's exorbitant amount.

fair enough

Not sure if thats a yellow card Superrod !!!!

Anyway - nice tight spread - does that mean anything? - like MM's getting short of stock ?

Baza

Ok Tim has forecast 50p as a new target price, do we think this is realistic in the short term, will the BPRG fiasco have any bearing on this or do we think the court case is now chicken feed compared to the revenue generated by Asda etc etc? Welcome anyones comments as wondering if its worth dipping my toe in again...

adieh, short term forcast can be anything you want it to be. you already know this is driven by news and it seems that there is plenty in the pipeline, asda , potentially walmart, frogpack in uk and america. the cc is there in the background but , i feel , already factored in, (although if the cc does go against them in the court of appeal then there could well be a short term dip). as always dyor, but it would be good to have your input on this thread. also, you should have held in the first place!!!! :)

Article in todays times about WalMart expanding into India - this just gets better and better.

Yes I know we should not be counting chickens - but the potential is there.

I am a cautious type - but I am overweight in SEO and I still have a target of 30p. I promised myself that I would not buy any more and will wait now and see if that is breached - which I hope will be pretty soon.

I keep on telling myself that there is no such thing as a cert - and that shares are risky - and this one is still in the high risk category - just to balance the greedy side of my nature.

So I bought some more this morning !!!

Baza

Thanks bosley, well i took profit and ran (in hindsight I should have stayed but hey hoooo), well done to those that stayed, I will be back but just waiting for my target price (I live in hope)...

Ian. I have had genuinely held opinions on day one only to be have those opinions abused by the marker on day 2 and having to revalue that opinions.

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SEO is a punt and until it shows profits over a reasonable time will remain so.

Some figures to consider

Key Ratios 2004 Interim 2003 2002
PER x -12.69 -83.46 -73.85 34.30
PEG f 0.00 0.00 0.00 2.64
ROCE % -16.11 -6.33 -18.76 14.23
Turnover Per Share p 0.00 0.00 0.00 0.01
Operating Margin % -0.89 -0.85 -0.28 0.12
Return on Assets % -32.11 -10.12 -13.66 11.81
EV / EBITDA x -29.08 -147.75 -65.91 33.67
Net Gearing % -0.12 -0.21 -0.10 -0.43
Price to Book Value x 5.79 9.80 12.97 5.65
***********
********Price to Cashflow (PCF) x -48.30 -145.02 -93.57 33.76 ********
Price to Sales Ratio (PSR) x 26.51 127.80 18.45 4.20
Gearing % 0.03 0.00 0.00 0.00
Quick Ratio r 1.22 2.01 1.20 2.37
DPS p 0.00 0.00 0.01 0.00
EPS p -0.37 -0.07 -0.07 0.06
Five Year PE High x 34.30 34.30 34.30 34.30
Five Year PE Low x -83.46 13.00 13.00 13.00


At the moment the holders of shares in this company are basically gambling on a seemingly plausible idea.I have a certain sympathy for II and agree there seems to me to be a lot of persistent ramping of this share by a small number of contributors.One doesnt have to feed there egos by responding to them. (Like I am doing now.)

I am holding shares in this company thinking it will come good but uncertain when!

http://www.moneyam.com/action/nav/companies?page=&stockCode=seo

yawn.

1910
WalMart expanding into India

http://us.rediff.com/money/2005/may/06walmart.htm

Also WalMart on Mars

http://www.writing.com/main/campfires/item_id/807368

somebody buy some more---it's slippingggggg!

Here is Tom Bulford's (RHPS) Bullish report on Stanelco. IMO Tom is the best tipster so I'm really pleased to see that he has raised his limit/target and issued a BUY to his readers.
STANELCO (SEO): My meeting with Stanelco's Howard
White was most encouraging and confirmed the
impression that this company could be on the verge of
something rather special - in fact, Howard himself
compared Stanelco to Tetra Pak, which made
shareholders a fortune in the 1980s through its
invention of the cardboard milk container.

Howard has no doubts of Stanelco's ability to reap
the full commercial potential of its radio frequency
sealing technology, and describes broker forecasts,
which, to remind you, are for earnings per share of
3.3p in the year to October 2007 and 6.6p in 2007/8,
as "conservative".

Stanelco has granted Asda the exclusive right to use
the technology in the UK for one year from the date
of its first firm order - which I expect within two
months. Asda has about 1,500 suppliers and probably
one third of them use packing machinery. Given both
the environmental benefits of RF sealing and their
cost advantage over conventional heat sealing, they
are unlikely to need much encouragement from Asda to
make the transition.

On each machine - and most packers will have several
- savings of about 100,000 per annum are estimated.
This is because they can use unlaminated and,
therefore, recyclable plastic, as well as using less
energy. Stanelco aims to capture around one third of
these savings through an annual licence fee.

But aside from this, the technology has thrown up
unexpected benefits. Food trays can be redesigned to
save on material and to allow easier shelf display.
And the contents both last longer and maintain a
better appearance. This is a bit of a mystery, but
may be because the heat inevitably generated by
conventional heat sealing has some deleterious impact
on the food contents.

So Asda is very enthusiastic about RF sealing and its
parent, of course, is Wal-Mart. I asked whether
Stanelco had the capacity to roll out this technology
fast enough. Howard said that Stanelco can deploy
five teams in the UK to convert existing packaging
machines from heat sealing to RF.

Conversion of a machine could take anything from a
few hours to a few days, depending on the team's
familiarity with the machine and the time taken to
order necessary parts. But, with experience, progress
will soon accelerate.

But last month's deals, which Howard said had been
quite misunderstood in the City, will transform
Stanelco's ability to roll out the technology in
North America. These agreements are with Premier
Technologies, which has a team of 150 engineers, now
trained by Stanelco, and AEI. Premier will be
responsible for the mechanical conversion of
machines, while AEI will make and install the RF
power units.

This work is concerned with retrofitting existing
packaging machines. But they only have a life
expectancy of about five years, so Stanelco is
already in negotiations with original equipment
manufacturers in Japan, Europe and the USA. These
makers will be expected to pay for the RF kit, and
then sell the machines with a licence agreement
payable to Stanelco.

The exact terms of Stanelco's agreed and proposed
contracts are, of course, confidential, but they are
certainly very favourable to Stanelco and reflect the
fact that it has no competition. It is confident that
it has patent protection and is more or less in a
position to name its own terms. Progress with Asda
will dominate in the next few months, but once Asda's
period of exclusivity is completed, Stanelco has a
queue of interested customers, including some very
well known household names.

However, there are other things going on and I was
shown a film of objects such as a light bulb, a CD
and a bottle of vintage champagne being dropped from
flying helicopters. And none of them broke! This is
because they were all packed in a FrogPak.

This is Stanelco's new patented design for a small
cardboard package that derives its strength from its
structural design. Stanelco is in talks with
manufacturers and, again, the business model
involves the payment to Stanelco of a licence fee
per item produced.

Stanelco is now valued at 190m. Given that there are
about 50,000 meat-packing machines in Europe alone,
and that Stanelco could be earning a licence fee of
25,000 per year from each one, it is, in fact, quite
easy to justify this apparently ambitious valuation.
Although there does not appear to be any competition
on the horizon at present, any sign would change the
sums radically. This is the main risk.

However, in the absence of that threat the shares
still have huge potential, and I am raising my buy
limit to 25p with a target of 50p. BUY.

Apologies, but I cannot let the misrepresentation pass by. Previous reference to "Shocking news" and PVC is most unfounded and certainly not appropriate to this thread. Any reference to PVC and food contact equals poison/dioxins. The information in the post is correct but applies to the exterior of packaging that contains food related substances e.g sleeve material around the body of a bottle or bottle top. Sleeve materials lend themselves to be printed and shrunk into position. The use of PVC especially in the food industry is highly regulated. It gives off toxic gas if not disposed of correctly and harmful substances from the wrong type of PVC's can leach into food substances if in contact with such PVC. Certain PVC's are being withdrawn in hospital use where contact is possible with skin or intravenous substances. Where does any of this relate to biodegradeable substances in food packaging that SEO is advocating?? I would like to express my disgust at the continuing misuse of factual info on this thread and make a personal request to our moderators to either research this info for its suitability as I have been able to do so or be responsible in not allowing it to appear on this thread at all. Investors in SEO do so at their own risk, we are all over 18 and hopefully beyond the nanny stage. This is my formal request for you to dispatch our doom and gloom guardian before his efforts become more dire.

I can't believe all the doom-mongers that constantly fill up this thread with rubbish. Working in the packaging industry as I do I can see how SEO is being talked about as a Tetrapak in the making. WE KNOW THAT THERE ARE NO PROFITS YET, THE LOSSES ARE IN THE HISTORY ITS THE FUTURE THAT IS BRIGHT. We've been saying that since 4p but still people keep posting that it doesn't work and the market cap is too high for no profits. Sorry but that is absolute b****ks IMO. It does work, unless Asda's Tony Ruane is a liar, unless the American enginneers like wasting their time and unless Youngs Bluecrest have allowed libellous RNS's to be put out and they've really had failed trials. The news just gets better and better and Frogpack could be even bigger than RF sealing if marketted properly. When we said on here potential for 50p this year and >1 in future, doom-mongers thought crap but estimates and buy targets keep rising.
Good Luck to all the regulars on here. By the way, sweepstake anyone on when we overtake BPRG sp. I thought SEO would go bust or they would take over SEO.

"SEO is a punt and until it shows profits over a reasonable time will remain so"

ferd1new, i agree.

"At the moment the holders of shares in this company are basically gambling on a seemingly plausible idea.I have a certain sympathy for II and agree there seems to me to be a lot of persistent ramping of this share by a small number of contributors.One doesnt have to feed there egos by responding to them. (Like I am doing now.)"

firstly, who is ramping?

"I am holding shares in this company thinking it will come good but uncertain when!"

same as the rest of us , then!!
as andy just said, we can all read results, we all know the score. seo is jam tomorrow. as was said by myself and andys and others, be cautious if you like and wait for profit and fundamentals to come into play, but be prepared to pay more than todays price. please do not mistake ramping for genuine excitement because some of us have been into seo for a few years and its not every day that one of your shares goes from 4p to 22p in a matter of months. who knows where it could go from here? over exuberence, over excitement, joy...yes! ramping...no!

well said Bos

Nick

Yes well said , i think you now owe the swear box a fiver..JB..