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

So Walmart posted a profit warning, GOOD. They'll be looking at cost-saving measures and reducing waste and little 'ol Asda know just the folk. In fact they can deliver the goods in Frogpack too, delivered safe and sound without damages and they biodegrade the outer pack and recycle the meat pack.
What a company SEO is turning out to be. Bioprogress my arse, what progress, oops, 131p to 31p!!! SEO 4p to 23p, and I agree with Driver, if you are brave enough to hold for 2-3 years >150p could be the reward.
Of course, be good boys and girls and DYOR!!!!

Interesting comment, GOTYA; this does provide an explanation for the distorted posts. When you listen to a defending lawyer, acting say for the Ripper, he sounds very plausible; he takes a particular point, distorts it, turns it round so that truth appears false and false appears truth. The lengthy arguments sound like a lawyer: one who is willing to argue anything if he is being paid for it. I have made the point before: I accept anyone who is prepared to give a balanced argument and comes to a different conclusion to me. This poster is in no way balanced and, in my view, thorughly dishonest in the way he twists an argument on unsound foundations. I will give examples from the above posts.

(1) In post 4047 he quotes KBC Peel Hunt's figures for 2006 (Prelims 2007) as Sales 15.4m, pbt 5.6m PER 50. "So even in 2007 ... if they get all their orders - the price of 22p in 2007 at prelims would give a PER of 50". He takes the projected figures for 2006 and transfers them to 2007 because the prelims will not, he assumes, be announced until February 2007. He does not mention the projection for the year to Oct 2007 (when the royalties will be much increased in significance) and the corresponding figures are Sales 31.6m, pbt 16.7m, PER 16.9 (which will be clear at the time of any announcement with the 2006 prelims). Note also that he tries to plant a negative idea in the mind with the phrase "if they get all their orders" as if 1000 orders by 2007 is the maximum potentail number of orders. Peel Hunt are at pains to say that the global market is 50,000 machines and points out that their figures used "equate to 2% of the world market and only 3x the ASDA contract".

(2) "KBC Peel is the official one and only company broker so we must take their figures as near but probably in 'best case highest region' as they are the company broker." He then goes to some length to "prove" that the Peel Hunt figures are completely impractical because SEO will never make their licensing policy stick. Note that he acknowledges that the figures are 'near' but then seeks to dismantle them. He claims that, because they are the current broker, they will give 'best case highest region'. In other words, they are not honest. Again, he ignores the fact that KBC Peel stress how cautious their estimates are (Evolution state their estimates to be 'conservative').

(3) Then we get the argument that because SEO are shortly to enter commercial discussions with the suppliers that the parameters for these discussions have not been set by the contract with ASDA. I look to andysmith, or one of the other posters involved in the packaging industry, to clarify the extent to which the parameters will have been defined in the ASDA contract and what room for manoevre the suppliers will have in their commercial negotiations with SEO. However, it is clear that the parameters are defined to the extent that ASDA can say to the suppliers that savings will be made by the suppliers, whilst ASDA will reduce the contract price to them; the supplier savings must have been after allowing for SEO charges.

Now it may be that the lengthy negative arguments have fallen on deaf ears. Many have squelched this poster. My comments here are addressed to occasional visitors who may start from the premise that this poster does not have an axe to grind. I am not prepared to enter into any dialogue with him but I am prepared to attempt a balanced positon if I am requested to do so.

Eric

Still think there is a case for him to be banned or at the very least given a warning by Moneyam.

aldwick: I have written to this effect to Ian Taylor and will report his reply.

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 value of investments can go down as well as up. Investing in equities can lose you part or all of your capital. Smaller company shares can be relatively illiquid and thus hard to trade. And that makes such investments more of a high risk than larger company shares. UK-Analyst is owned by t1ps.com Ltd which is regulated by the FSA and can be contacted at 49 Rivington St, London EC2A 2QB or on 0207 033 9389

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

Apologies do not have time to pick and choose what to post here - thus the whole article. p/271

eric, i really don't know why you bother trying. anyone can see he is full of shite. andys, i had similar thoughts when i saw walmarts loss. what better way to please your shareholders than by announcing something that will save money and increase profits!! gotya , i hope you can back up your post and are not just going to hide behind the word "allegedly" like a wuss! we like to keep this thread free of false rumours. driver, i am really looking forward to next week.

GOTYA - 15 May'05 - 20:40 - 4059 of 4067

Insiderinside, the man using this id is allegedly Barry Muncaster.

Some will instantly realise that Barry Muncaster is now a paid consultant of Bioprogress. He has in the past been a paid advisor during the infamous seo V bprg legal case and was allegedly a major influence in bringing the case against Stanelco, having a personal interest in the case.

Whilst it is quite reasonable for any poster to provide an alternative perspective on a bb thread regarding a particular company, it is quite another to do so if you are in the paid service of another company directly involved in a legal dispute and your posts demonstrate a persistent and deliberate intent to cause harm/damage.

A legal court order etc will provide the conclusive proof and if it is you Barry the Lid will go on for a long time, RF sealed.



Gotya - I can hereby confirm that I am not the said Barry Muncaster.

EWR - as KBC are the official company broker and not like tipsters - it is a good starting point to base discussion on.

A SEO 2003 (Prelim 2004) Sales 1.9M Reported Pre Tax Loss 0.6M PER x -339.5
A SEO 2004 (Prelim 2005) Sales 1.3M Reported Pre Tax Loss 2.8M PER x -67.3
E SEO 2005 (Prelim 2006) Sales 3.8M Reported Pre Tax Loss 0.4M PER x -566.3
E SEO 2006 (Prelim 2007) Sales 15.4M Reported Pre Tax Prof 5.6M PER x 50

http://www.kbcpeelhunt.com/pdfs/Stanelco22Apr05.pdf

My long post on margins is very relevent - I even missed out the pending BPRG court case appeal as not wanting to be seen as too much against SE0 - rather just put a view on negotiation - what potentially Asda will want - and how things may well change.

Opinion is opinion - and everyone under their own freedom of speech is entitled to it - I make no accusation.

I encourage that people should not believe anyone on a BB - especially you and me - they should Do Their Own Research and look into the figures themselves - not rely on a bull or a bear to make judgement for them and put into it a nice little summary. Always should DYOR.

Some tipsters say buy and some say sell SE0 - this makes the case even more so for anyone to DYOR.

morning all. here's hoping for an interesting week and not a big yawn!!!

Morning bosley, im afraid im yawning already

Morning all - glag to be back from visiting my Brothers place near the Slimbridge wild fowl trust near Bristol.

Spent all weekend moving heavy rocks and climbing up trees to cut them down - should not be doing that at my age. Will need the rest of the week to recover.
Came back to another 60+ messages on this thread - this is getting really boring - although an excellent well balanced summary of where we are from Trendwatch.

Anyway - I see that SEO is already up - lets hope she just moves along steadily until the next bit of news - it does appear that more and more private investors are starting to realise the enormous potential of this little Gem.

Baza

morning baza. it does seem that way looking at trades. buys are mainly odd numbers which suggests private investors. also , there are some chunky sells today but the price hasn't been affected . price is up too, so it looks like the tit has done it again!! keep it up, fella!! whatever it is that you are posting, keep on doing it cos you are making us all money!!!!

Hoy, bos, that could well be a double fine for actually giving encouragement! My reason for posting is to give a balanced view for those who are not afficionados (good bit of Spanish, eh, to match my Rioja!) and might pass the opportunity by based on thoroughly distorted and unbalanced negative statements.

Eric

I wonder if II will still be spouting rubbish when the price hits 50p!

more than likely

As boley says the more he posts the more the sp rises, it would be quite comical if he were still posting when the sp hit 50p, maybe then the men in white coats would take him away. On second thoughts could someone ask him to start posting on NLR it needs a lift !..JB..

hes posting on TPA but it's not working! - there again - hes talking it up!!!

Someone on the AOL bb posted this, is this old news?
http://www.readymealsinfo.com/showcase/results.asp?txtContent=7430

Don't know if it is old news, but laser packaging has been found to be very un-competitive due to it costing more than the RF solution.

well at least we ain't on the bse!!(berlin stock exchange)