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

longer process time......
slower speed of start up......
i don't think that it will matter IF the product lives up to all that has been said about it.

If the cost and energy savings are true.
If the higher sales and longer shelf life of products are true.
Then, why would ASDA not be telling ALL suppliers to convert ??
What would be the point of them only converting 50% or 30% or 20% or anything below 100% of their suppliers machines ????
Why would Walmart not follow ????
Why would every other supermarket chain not follow ????

Although I too think that this shit is very very high risk.......i then tend to begin thinking about blue skies..........the rewards over the next 2 years will be massive, if the product comes through these 3 trials - which we would expect will be the case, because i doubt that SEO hasn't already done these trials for themselves.....i think that the ASDA trials simply reflect the "real-life" situation whereby you have REAL customers purchasing and consuming.....

Eric
thanks for your informative and honest post. as i said i am an seo bull, so obviously hope this is the next MS, TETRAPAK. such companies are the holy grail of investors. i look forward to this trading in pounds rather than pennies.
seo really is different.....let anyone check their monitor....these days investment in the true sense is a rare thing. we are mostly ( thanks to technology ) winning or losing from other "investors" minus the mm cut of course. however, wealth CAN be created. i have no doubts that this company has the potential to covert leads to sales which is what the true investor is looking for.
regards
Rod

i agree , andys. it's all getting repetitive. superrod, everyone knows the downside. it's been done to death!

Eric,
Private email to you re "trader".

Eric,
first class post from you as usual, have followed with much interest this bb,
many thanks. SD

Having watched the pump and dump crew this week pull their final first stage ramps to gain an exit at 29p-30p it is obvious why it is known that an RNS is due Monday or early next week so to ramp last week meant that no statement would be required on the rise as one was pending as an RNS is pending this fuels the ramp as then they claim there is no statement on the rise as its all true expert ramp timing. This write up is nothing spectacular just an IMO.

Three options for Monday and none include any Walmart deal

1/ No RNS Nearly impossible IMO as the SE0 have avoided having to comment on the large rise as an RNS is coming Monday or not long after (any delay in release can only be that they claim to be in commercial negotiation with Asda suppliers and therefore unable to comment as news is coming soon)

2/ RNS Bad news given the ramping - Simple update on trial talk of salads, pasta and chicken and reiterate that commercial discussion are ongoing more delays to a final agreement of these commercial discussions will be bad news meaning more discounting or much lower numbers of machines IMO or potentially no agreement at all. More delays may indicate that SEO are being strung along by Asda who may commit to only a few of the thousands of suppliers machinery being converted.

3/ RNS Good news if the SP was in the 4p to 9p range but bad if above 9p Negotiations are in the final stage and the Asda supplier order quantity will be IMO 50 to 200 in total around 50 to 100 in 2005 and around 0 to 130 in 2006. This may be loose with words like initial hope but it will be the final amount IMO you do not have a years exclusivity to then not use it. This 50 to 200 order may fulfill the older RNSs as the contract value may be, - over 5 year time period - in excess of 5M (did someone forget to put the time scale in that old RNS ? ;-) ) Many wrongly assumed that the Asda contract is 5M in one year the expect to be in excess of 5M meant over a time period. It will put an end to massive overvaluing as people can see the reality especially if its lower.

On number 1 bad news given the ramp and forget Walmart.

On number 2 bad news given the ramp and forget Walmart.

On number 3 bad news given the ramp this will also be bad news as it will define the extent of where practical in the older RNS and this being perhaps just only 50 to 200 machines in total for Asda (the rampers have been saying Asda alone would support the SP and be thousands of machines) . If this is the news will they not mention the contract amounts ? Can we see the total contract value and over how many years ? Refer back to my previous post on margins if the figures on machine quantities or contract value or definition of contract value over time period are missing expect the figures to be below KBC Peel forecast IMO. As you know from the spin you do not hide anything potentially positive to a price rise. Many rampers have been saying Asda supplier order alone (and Asda suppliers may be the only ones ever to use this) would support the SP and be around 1000 machines now what if its confirmed at just 100 or 200 machines ?

(The following is rumour and therefore not in any claimed to be true - there may be additional news about talks with Tetrapak over clarifications regarding any potential infringements on patents and the like with the other pack this was a rumour floating around as was highlighted late last week as an addition in speculation by some people after the Walmart contract ramping earlier in the week. The rampers were quoting the rumored talks were that Tetrapak are to buy Frogpack but it may be completely different in that its a disagreement over issues or indeed there has been no talks at all. It should be noted this is only rumour and should be discarded unless the rumour proves to have any substance)

So not good news all round potentially given the ramping of a Walmart deal this is why they need to feed in old news again as new and ramp Frogpack - by the rampers. The packaging world new about the RF sealing long ago during the trials at Oscar Mayer which went nowhere it was reported months ago in many packaging news articles and so why suddenly is there another mass release of the same old article slightly changed ?? A certain person openly admits he emails all his research to all companies in food packaging and news wires all RNS other news articles to try to get them to print the news again he needs the constant news articles to quote from old news on a different news site he uses to reassure people. A certain person started all this speculation on everything to get people to think this small loss making firm has massive potential that in reality it may well not have at all IMO they may simply be able to make a small profit from a few machine orders. From clapped out to incredible optimism ? Words like Holy Grail Best Thing Ever all helps to make the dream a dream akin to winning the lottery well if its too good to be true it generally is and there appears to be no substance to talk of thousands of machine conversions its a hope and thats it - may be simply trying to extend the dream longer to get the price higher and support it.

Other subjects no doubt more spouting from another person about perhaps increased salad/pasta/chicken sales as its now Spring time and hot weather (does salad/pasta/chicken normally increase in sales at this time of year?) and nice bright coloured packaging and ideal placement in stores sorry its the sealing thats caused the rise as its yummy fresh.

So back to the ramp someone has made a gunpowder keg they need to keep the constant spin going to support the price and the hand in hand news feed drip along with tipsters has allowed this but they have been pressured recently - with a more realistic alternate view being posted - and with them knowing IMO the news coming would not be that good and could potentially undo their ramping by putting things into perspective they needed to turn the spin up to maximum to prevent more people seeing there are two sides to this story- and now the fuse (designed to be lit nearer a higher preferred exit price IMO) was lit by someone else with a rumour of Walmart which given the constant spin being put around by the ramping crew everyone swallowed .

Some people seem to have forgotten that other companies are the world leaders in MAP packaging MAP machinery is not a Stanelco product they simply have a new type of sealing which is claimed from results from only Asda trials to reduce leakage and give a tighter seal. Stanelco do not produce MAP machines they have a bolt on kit to change from heat sealing to RF sealing thats all a simple RF sealing head to fit to a MAP or non MAP machine made by someone else.

The major failing with new ideas like this and others is that companies will not accept high license fees or pay per use they make great revenue fantasies but in reality are not acceptable to the masses. So many good ideas lie in patent archives as the owner wants for example 1p per use or annual fee so the big companies just ignore it.

If we do get this news on an Asda suppliers contract and its confirmed just a small amount of machine conversions this will blow away the hype to a large degree do not forget the company have not promised thousands of machine conversions the pump and dump crew have been doing this to ramp the price up so if it is Asda news I am sure the company are extremely happy and pleased to let us know but the pump and dump crews promises will be the hype blown away. If its to the KBC figures then 100 machines is worth 2.5p on the price up from 4p so a 100 order makes the price ok at 6.5p and 200 makes it ok at 9p if the margins are less than KBC estimated then the effect is much less.

I may be wrong and all the above is IMO but we shall soon find out on Monday or not long after..

Interims are in June and my guess is for this presently 250M market cap company

Turnover circa 100,000 pounds IMO
Loss - circa 1,400,000 pounds IMO

IMO they are still on for another dilution by additional listing to raise cash will this be there too on Monday ? or will it wait for a few more weeks ?

(Off subject a little The spin is simple to clear if a claim is made with no datums or reference data with all changes noted and open - then it is worth nothing. If I were to design a new car and claim up to 500mpg and say nothing with this I would be right if I put the car on a 500 mile downhill slope and run it in neutral. This is the kind of spin you see coming from certain companies nowadays all up to and no average. This is very similar to if I say my new car has savings in parts use of 300% - with no other data or comparison if questioned I can say the comparison is to a 1960s car. If I call Chelsea FC and ask them the price of a season ticket then say I will call them back about the price does that mean I am in discussion with Chelski or in commercial discussions or commercial negotiations with Chelski ? It means nothing but can be claimed as anything.)

Back to Stanelco -

Quotes of savings in press news is sales pitch I am quite sure the latest MAP heat sealing machines have minimal waste and excellent sealing and perhaps an RF head on these will make little to no difference but an RF head on a 10 year old machine tray lidding machine might give you some benefits and savings and improvements. The way I see things Staneclo have a retrofit kit for RF sealing that will be good to upgrade quite old machines and has limited potential for sales as such this will be proved IMO by the small quantity of Asda supplier orders if Asda suppliers are forced to change this again depends on the discounts on supply per tray that Asda can get of they cannot push the supplier prices down we could see even less machine conversions.

There is NO chance given the rumour last week - of any news on deals with Walmart IMO this was rumour started to spike the share price to allow people to exit high. We all knew from January that the sales staff should be approaching and talking to every potential customer so to state in discussions with major supermarkets is nothing what it needs is confirmed orders not just more spin and in discussions that means nothing. That there have been misunderstandings in associating to Walmart is purely the pump and dump crew posting a massive amount of information all over the WWW on all different BBs under all different names to get people to think its possible and coming very soon.

The SP may drop on Monday it may drop massively it may not drop who knows now it will be clear next week but a very very very large risk is now there and the price is massively overvalued - there is potential to spin this further with other speculative comments and that require no hard contract order proof I hope we do not see more of this now would be a good time to for the ramp and hype to be cleaned up and a realistic appraisal put over but I fear we might be just in for more and more hype I do hope not it will drag this saga on an on but ever closer to the final truth.

The last comment goes to techtrend which I thought was a very apt post

techtrend - 20 May'05 - 16:51

I think they'll be a lot of people waiting for Monday only to wish it never came... There are always exceptions but in my experience the combination of these factors usually ends in tears:

1. A product with seemingly limitless potential
2. BB posters doing back of fag packet calculations assuming every single possible customer in every possible market will convert
3. Loss making companies trying to win over multi-nationals
4. Endless hand-holding RNS's from the company on every step of the way to keep interest high
5. Huge PI interest with no new institutional interest
6. A target date set for a "stellar" announcement
7. Tips in national papers stating huge potential rumours- all carefully coordinated
8. A sky high share price with no revenues to back it up

Guess what's next? The same people who orchestrated the whole thing prick the bubble and double their money on the way down.


There are many classic charts of pump and dump activity from BB posts up it goes keeps going up then stops and comes right back down on reality. Will this be another one tomorrow next week next month a few months later time will tell.

DYOR !

Share bashing can seriously damage your wealth.

http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=5028

.

hampi_man
Thanks for the info (lemminginvestor.com) has been added to the research page.

Research Page updated 22/05/2005


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


.

bosley....lets not fall out over this. i agree seo is a very good investment. but dont forget an awful lot of us are new to this company and need the pros and cons re-iterated occasionally. i could read the entire thread i suppose, but 90% is general chit chat, and life is far too short.

zzzzzzzzzzzzzzzzzzzzzzz..

DYOR!!

Ultimately you live by your own decisions, the people who are sitting on a multi-bag investment will get out with a good profit no matter how the price goes. However, it was these shrewd investors that took on an extremely higher level of risk when this was at rock bottom where the potential of total capital loss was a high possibility. I only got in at the late teens and early 20s and am adult enough to live by my own decisions no matter how this pans out.

If this suffers short term profit taking due to lack of news or speculators, long term these fluctuations will be eradicated. I sold 30% of my holding late last week with the objective of increasing my holding this week at no extra cost. If it rockets or falls ive covered my back both ways. If investors can't deal rationally with their own decisions they should'nt be on the stock market least of all in blue skiers. I've learnt the hard way as im sure many on this board will agree but if investors are prepared to hang on for the ride it should reap rewards for patience IMO.

Good luck, don't be sucked in or scared out DYOR

superrod, you can get the facts and figures and do and donts on any thread on moneyam bbs. personally, i enjoyed the banter and chit chat when the price went into its big yawn periods. we have also discussed the negative points and potetntial downside .IIdiot and his posts arn't needed, but going off his form i am very happy to see his name appearing. every point about seo has been covered on this thread. if life is too short to go back to the start and read the thread from the beginning, then you are not really doing the research.
blackbelt, well put. investing and trading are two different strategies and maybe that's why there seems to be a touch of friction appearing.

superrod
I agree with bos I like the chit chat on this board, we have had what's here name sailing round the world, Competitions, (Who said "shacking the bush bos"), the election, and recently as bos puts it sh*t hoodies. Its all good fun, like I have said many times before stick um-in draw, chill out, I have always maintained 150p with in two years.

Coming back to the downside risk raised by superrod. I do scan the II posts and still maintain they are throughly biased and unbalanced: suspect that there is more than a grain of truth in that he is aiming at revenge over BPRG's fiasco. However, there is one point raised that is worthy of exploration and that relates to licence fees. Lets take three possible scenarios which I will call, in business-speak, pessimistic, optimistic and most likely.

Pessimistic scenario. The 200 expected ASDA machines are achieved, say 1000 in the US and overall 2000. Apply KBC Peel Hunt's calculations of 2.5p on the sp for 100 machines. That gives an sp of 50p. This should hold as volumes drop because licence fees run on and other products come on line.

Optimistic (so-called) scenario. The product is too successful for SEO's own good. They achieve, or are on track to achieve, 50% penetration, i.e. 25,000 machines. Competition come in heavily and are willing to forego licence fees. SEO have already stated that they will make admission difficult and they do that by waiving licence fees or drastically reducing them. They achieve 10,000 machines at the peak, but with much lower royalties. So they have a one-off 200m say. With new products coming on stream, what do we have. Perhaps enough to justify a price of 50p!

Most likely scenario. An overall volume of 5000 to 10000 machines. KBC Peel would say 1.25 to 2.50 on sp. Licence fees retained but reduce on volume Perhaps an sp of 1 plus whatever is achieved on other products. The best outcome!

Well, a bit of conjecture. But it would seem that SEO could be too successful for their own good. I'm getting way ahead of the game, of course. I am actually with the forecasts of driver and andysmith and am playing SEO long. But none of us know the actual scenario and need to keep on top of the developing scenario.

Eric

I was having a good day til I logged on to the tool!! sick in the head springs to mind--why waste so much time posting pessimistic rubbish. Nothing better to do or obsessed!!-- thank goodness we have some good common sense posts to balance. I'm happy with SEO and I'll decide when to take my money out!!

Squelch him and never have to read another of the idiots posts again.

wilbs

moneyplus

Agree with you, it's my money I'll decide.
I quite like constructive post which make one think/supply info/or are just good fun...but this obsessive "I'm only looking after you stuff is a bit too much.
I see your comments on some other threads...good luck.

Ruthie

erm
its common knowledge that its "your/mine /their/our" money, no point in even mentioning it.
However it is also ours/yours`/ theirs` and even "mine " bb, its for expressing views, its even democratic that way, so do try not to be rude to those who don`t think a penny share will become a 1 because YOU think it will.
As this one never has been all the more reason to to be doubtfull.

SEE BELOW.

and if you think that vertical line is sustainable, well

g`luck to you!!