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

Aldwickk - no, never heard of them, I come from Frampton on Severn in Gloucestershire.

Comments on one or two posts above. Thanks to wilbs for the summary of the codes.

Re the posts quoting Howard White - ther was a subsequent correction to the number of machines to ASDA to 200 rather than 100. leakage was quoted down to 0.1% rather than 1%, against the current average figure of 2%. Quite some saving there!

Re White's figure of half the machines, i.e. 25,000 machines in three years. My starting point would be that each 100 machines is worth 2.5p on the sp. Thus 25,000 machines would be worth an sp of 6.25! Now, lets be cautious. White has also said that ,whilst, they believe they have good protection from patents, they would handle competition by price action. Lets then say pirce per annum is down to 20%; alternatively set a machine target of 5000 at full price. That gives an sp target of 1.25 and a cap around the 1 billion mark, enought for the FT100. I'm settling for a 1 target at the moment and will keep my base share holding until then although utilising the CFD margins.

Finally, I would dismiss out of court any discussion of a takeover by Tetrapak or anyone else. The Times comment related to a deal on Frogpack whcih could be lucrative in itself and allow SEO to focus on Greenseal and other products coming through. A few 100 million for the product with some on-going royalties would be quite acceptable, but what do others think given the size of the market.

there we go jimmyb!
lets hang on for 6!!!

glad somebodys doing some work here MrR...

Sequestor: there always seems to be someone around who has sold too early and hangs around hoping the sp will come back to either where he sold it or at some intermediate price. For heaven's sake, buy back some and then top up if it does come back or top up if there is a positive announcement next week. Re-join the club. We are happy to have you on board and never wanted to expel you. This is a really seasoned guy speaking and hardened in the school of hard knocks!

Uncle Eric

You 'd have to be mad to sell for 6 016622 !!

I was tempted to sell yesterday when the bid was over 30p and try to get back in , but the problem is if there is an announcement then the train leaves without you. I am however on tender hooks until that comes and there is a done deal,then i will tuck my holding away and relax..JB..

same here...i've got a tight stop loss and a buy order @ 31 but who knows really... a bit of hard news wouldnt be amiss right now

Will be interesting to see if there is a tick up in anticipation of Monday at the end of today. Wow Eric 6 would be tastey. Careful with the tight stop losses 016622, I've been burnt heavily by that you're vulnerable to a tree shake before the real news much better place it around 24p or less ( I guess - mine are all 18p and trailing) life is so much less 'twitchy'

thanks for the advice Chiva

you could see an almight run towards the end of the day on speculation of Monday / News. Gives everybody a bit of time to get down the building society!

Whenever you get the tendency to sell just read the research page set up on this thread its so reassuring that it almost tempts you to add more.....

ER
Totally agree with you, regarding selling. As i stated on an earlier post,
sold 20% for a nice profit. I'll be happy if positive news is released as
this would make my other 80% worth an whole lot more.
Top slicing is a good protection against no news, so don't cry if the sp
rises, accept it and look on the bright side.
regards
cyril

andy
Sorry andy I did know that, I couldnt resist a little humorous dig.

Bos
I had a later start, but look at the time I got home, And if I had 1m shares I wouldnt be talking to you cheap skates. Then again it's only money.

Being one of the army of small investors in SEO and rather concerned at recent events lacking positive reasoning, here is a welcome reminder of what not to do on bb's and what the result could be if your posted info is substantially misleading.
http://boards.fool.co.uk/Message.asp?mid=9146867
http://www.fsa.gov.uk/pubs/final/d-isaacs_28feb05.pdf

I'm not even going to think about selling any shares below 1 - if that takes 2-3 years then so be it. Big rewards come to those who wait...I'm thinking in terms of years not months, weeks or days. If the story remains good hold on for the long term. Just imagine owning thousands of shares paying a div of 1-2pence. So unreasonable for the company to be making those sorts of profits in the future? Obviously if things go drastically wrong then keep abreast of events and act accordingly. I do read this thread regularly, its the main reason I have added to my holding, topping up 6 times from 10p - 20p. I'm happy with my holding and am now going to wait for things to develop as inevitably they will. I like all the excitement, but never get too worried with temporary falls/adjustments in the SP. Stocks never go up in a straight line!

niceonecyril
Hi cyril nice to have you on board, good first post, you may have trouble reading mien I have to get up at 4, yes I know but some one has to.

eric: Re Frogpack
In the view of the fact that Protective packaging demand in the US will grow 5.2 percent annually through 2008 (US alone) and is worth $2.7 billion to the protective packaging industry. I think your 100m deal with Tetrapak looks a bit cheap.

Info above is taken from the research page, updated.



http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=5042

Chelsea1957
Nice one 1957, I thought I was the only one working out my future divi's.

Deancroft - What a poor plonker this chap is - fascinating reading but I guess he had it coming!

nice big buy gone through 674,000

deancroft
I know you werent aiming that post at me Re, BB'S.

The Research page has no opinion on it just facts, quite ironic though I use to have Trafficmaster shares.
That share did rocket it didn't need any help from Mr Isaacs.