bosley
- 20 Feb 2004 09:34
hewittalan6
- 14 May 2005 10:36
- 4026 of 27111
what an arse. Of course their is a disclaimer. Anybody but a complete ii would put a disclaimer on when linking to a website they do not control.
And why the link?
It is important for any company to create as many links as possible on a website to create traffic flow, just as it is important to allow opinion (either good or bad) on your products and services, and allow the public access to it. On this basis have you asked seo to create a link to your adverse views? How do you know they would not agree? How do you know that when this link was created it was with the stated intention of creating a rampers fan club. It seems more likely it was created as a message board for investers. If this is the case then how many investers do you expect to leave a message saying they have invested k's but the company is insubstantial rubbish.
As for the e-mail address. asda.co.uk is a web address owned by asda. What you are suggesting is that an SEO fan or employee has infiltrated either the company or the server and set up a similar address to receive e-mails and spin them like a politician on a mery-go-round!!! Do me a favour and forget investing and go back to writing the trashy spy novels this sort of scenario belongs in.
I am a seriousley novice invester and even I can see this is desperate claptrap for you to get off on.
insiderinside
- 14 May 2005 11:58
- 4027 of 27111
But why the need to link to it ? Is it really ethical ?
The first bit you should ignore - that was just part of the post that was a question to Paul.
EWRobson
- 14 May 2005 12:43
- 4028 of 27111
Well said, Alan. Mind, Don Q will just be off tilting at a few more apparent windmills in a different direction. Israel and he/she deseerve each other but even that may be a deramp!
Eric
bosley
- 14 May 2005 12:55
- 4029 of 27111
hmmmmm, a few posts today from (.....) looking good for next week!!!! if this keeps up we could be in for a good day monday!!!
(for those who don't know, there is a direct link to the number of posts by the tit. the more he posts , the higher the sp gets)
insiderinside
- 14 May 2005 13:15
- 4030 of 27111
LOL bosley
EWR - I do not deramp - just posting info and opinion.
EWRobson
- 14 May 2005 13:18
- 4031 of 27111
Distorted info and self-opinionated!
EWRobson
- 14 May 2005 13:21
- 4032 of 27111
bos: well done for managing to post those charts. RSI looks good! Could you manage the volumes and momentum indicators?
Eric
jimmy b
- 14 May 2005 13:21
- 4033 of 27111
That's a good point bosley, as boring as this person is, the sp moves forward the more he posts..JB..
bosley
- 14 May 2005 13:52
- 4034 of 27111
doesn't bore me anymore, jb, it's filtered bliss!! i highly recommend it. i really don't think i am missing anything. will do, eric.
forest
- 14 May 2005 14:34
- 4035 of 27111
Buy Stanelco
Argues Rob Cullum, editor of Trendwatch.co.uk
The share I'm about to recommend is a company pioneering several potentially highly successful new technologies that look as though they are on the verge of acceptance in the marketplace on both sides of the Atlantic. It's also a company with falling turnover, operating in difficult market conditions; currently making losses; and fighting a legal battle over a patent, which looks set to run for some time yet and may not have a favourable outcome. So I would categorise this as a high risk but potentially very high reward share.
The company is Stanelco.
Stanelco is a world leader in the development of radio frequency (RF) heating technologies - sophisticated and powerful but not so different in principle from your domestic microwave oven.
Its current core business is the manufacture of optical fibre RF furnaces that heat materials quickly and to the high degree of accuracy necessary for the production of fibre optic cable.
However, optical fibre equipment is now a highly competitive market. Consequently, Stanelco decided to cast around to see if it could capitalise on its RF expertise to develop different but related products.
Perhaps rather surprisingly, it decided to take on the packaging industry.
Its leading development is a new packaging system called Greenseal that could revolutionise the global cooked and raw meat, fish, salad and dairy packaging industries. Recall that, when you buy your meat from a supermarket, it generally comes in lidded plastic trays covered with a clear plastic film to seal it. Stanelco utilises its radio frequency (RF) sealing technology in conjunction with conventional plastics so that the lidded trays require no laminated or coated plastics for sealing.
Greenseal offers major environmental and cost saving benefits for the end user. By doing away with the sealing layers and specialist sealing coatings that current sealing films require, waste film can be recycled in the food tray manufacturing process instead of being scrapped. Total adoption of this technology in the UK would result in the saving of over 10,000 tons of scrap plastic going to landfill each year. This alone produces at least a 20% saving. Additionally, the RF process is significantly more energy-efficient, saving up to 70% of the power used by the packaging machines. And, not least, the integrity of the seal is higher.
Stanelco reckons this translates into an average cost saving per packaging machine of more than 0.1 m pounds a year.
A couple of months ago, following successful trials, Stanelco signed a binding contract with ASDA, under which ASDA will exclusively use Greenseal in the UK and Ireland for 12 months. Stanelco will retrofit several hundred packaging machines used by ASDA's suppliers. The cost of retrofitting is in the order of 40,000 pounds per machine, borne by the end-user. Thereafter, the user will be charged an annual licence fee of around 35,000 pounds per unit. There are currently more than 400 machines within the UK and over 2,000 machines in Europe.
The costs associated with conversion will be greatly outweighed by the financial and other benefits. The agreement with ASDA will generate a revenue stream for Stanelco of over 5 m pounds in the first year alone.
If you shop at ASDA, you may have noticed that the new packaging first appeared on ASDA's shelves from 1 March. Already, ASDA has found that customer sales of salmon in the new packs is up 21%, mainly because the Greenseal packaging looks more attractive and has virtually eliminated leakage. Independent microbiological analysis also indicates that the salmon's shelf life could be extended by one day. All of these factors exceeded ASDA's expectations. The two companies are already looking at all sorts of other ways to exploit the technology.
ASDA is, of course, owned by Wal-mart, the world's biggest retailer. The hope is that Wal-mart itself will come on board in due course.
Even if it doesn't, Stanelco has already gained a foothold in North America for Greenseal. It announced just a few days ago that it has entered into a binding agreement with Premier Technology Inc., a leading US engineering and support company, which will enable rapid roll out and adoption of Greenseal in a number of markets in the US, Canada and Mexico. This avoids the expense of Stanelco building its own marketing infrastructure in North America.
We also understand that Stanelco is in talks with many other potential customers here in the UK.
Other new, patented packaging products being developed include:
FrogPack, a lightweight, highly impact resistant, lower cost and greener replacement for padded envelopes and boxes with polystyrene inserts. The product has the added advantage of being tamper-evident. FrogPack is intended for to protecting items such as electronic components, car parts and compact discs. Tests have proved that even champagne glasses packed in FrogPack suffered no damage when dropped from 200ft. A Stanelco subsidiary, Aquasol Ltd, has signed its first two distributors for the FrogPack product, which is being manufactured under licence. An aggressive North American rollout is now under way.
Water-soluble tape. The tape substrate is coated with a unique pressure sensitive adhesive that is 100% water-soluble and 100% biodegradable. It can be made in a variety of grades from cold-water-soluble to hot-water-soluble. The face material can also be top coated to provide splash resistance if required. Potential applications include protecting highly polished surfaces against abrasion and corrosion, masking tape for the automotive industry, tamper-evident tape and wash-off labels for reusable food trays, crockery & glass.
Biodegradable containers, initially targeted at the food industry, made from starch foam by using RF technology. Stanelco has demonstrated that it can mould these containers ten times faster than using conventional heating technologies. Sainsbury is taking a close interest.
Water-soluble polymers for use in fine tolerance injection moulded applications. The primary application here is drug capsules manufactured by injection moulding from the water-soluble polymers. The capsule has unique features which provide improved control over the release of drugs
This last technology is the one that his given Stanelco its biggest problem. AIM-listed BioProgress is disputing one family of patents. It won the first round, but Stanelco has been granted leave to appeal. Knowing as we do the unpredictability of M'lud's pontifications, we wouldn't wish to comment further on that.
Apart from the legal spat, the main risk for Stanelco is that its new products won't catch on. That risk appears to be diminishing fast, now that ASDA has signed up for Greenseal. In any case, Stanelco isn't a one-product company - it's developing a whole portfolio of packaging products.
You might find it a little disconcerting that Stanelco's share price has already risen substantially. Have you missed the boat? Probably not. It generally isn't wise to invest right at the bottom. Better to wait until some of the fog has cleared, which it's now starting to do.
Admittedly the shares do look highly rated at present, on an eye-watering forward P/E of about 80. However, if the new products are as successful as Evolution Securities believes it will be, there should be plenty more upside to come. The broker reckons that sales will grow from 1.86 m pounds to 4.8m this year, and will then soar to 34.2 m pounds in 2006. By that time, it should have moved from a loss to a profit of 11.2 m pounds. At the current share price, that brings its present sky-high forward P/E down to earth with a bump. BUY.
Key Data
EPIC: SEO
NMS: 50,000
Spread: 21.25p - 21.75p
Market Cap: 187.4 million pounds
aldwickk
- 14 May 2005 15:13
- 4036 of 27111
Forest,
What date was this posted ?
bosley
- 14 May 2005 15:13
- 4037 of 27111
great post , forest. i would say that just about sums up everything. it's fair, points out the negatives and the positives and says, quite rightly, that investing in seo has it's risks , but also has potentially great rewards.
forest
- 14 May 2005 16:05
- 4038 of 27111
It was e-mailed to me today 12.59pm by uk analyst, saturdays tip. Sorry for the long delay have been on another BB.
squidd
- 14 May 2005 16:13
- 4039 of 27111
Trendwatch first looked at SEO on 19-1-05 when they expressed doubts. The recent one was on 13-4-05. Trendwatch have had their successes but they have also had some ghastly failures and I would urge readers to treat their recommendations with caution.
sd.
andysmith
- 14 May 2005 17:19
- 4041 of 27111
An excellent post by Forest, if I had to pick one sentence from it, "Stanelco isn't a one-product company - it's developing a whole portfolio of packaging products". Even though it is the RF sealing that has generated the main interest so far there is so much going on, I am so pleased I've been in from the start. Believe me, as more and more folk in packaging with technical minds get to see the benefits in performance of RF Sealing there will be many more doors opened for Stanelco. Exponential growth is on the cards here.
Of course there are risks, nobody has ever said there isn't but the potential far outweighs the risks.
Squidd, show me someone or an analyst who has never made a mistake and it will be someone who has never bought a share. SEO is not a miner, oil explorer or drug developer that is high cash-burn, high risk potential. SEO has developed its products, it now needs to bring them to market and as Asda have shown, the market is there because its not technology for the sake of it, it has benefits that sells itself. One month till I get some more decent dosh, hmm, SEO top-up me thinks becuase IMO there is still nothing else with so much potential reward.
squidd
- 14 May 2005 18:09
- 4042 of 27111
Andysmith: I appreciate your wise counsel. Have read most earlier posts and know that you are an expert in packaging - I suspect you are an authority, so it's you I have to thank mainly for the cash pile I've made out of SEO. But I'm a bottom fisher by nature so I'm now mainly in cash and bombed-out stocks like ELA. As for Trendwatch they need someone to restore their credibility and I hope its SEO. I will keep watching.
sd.
jimmy b
- 14 May 2005 19:00
- 4043 of 27111
Those last posts are the best iv'e read yet giving the negatives as well as the positives,and these are the shares i like, there is risk but also great upside,i kicked myself for selling this at 16.5p,,but im very happy to be back in..JB..
jimmy b
- 14 May 2005 21:41
- 4045 of 27111
Yes driver when there's potential upside like this i do, i wont be wanting your second hand Ferrari,next year,ill be looking for a new one !