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

Hi folk; the scousers won the cup! Hooray! Quite amazing match with Dudek quite sensational at the end.

Another day out - had to close a couple of SEO positions before I went for peace of mind's sake; needn't have done it as it turned out. But that's the nature of the game - still a happy chap!

Found some fascinating contrasts in investment / trading style and thought it worth commenting:

andysmith: the ultimate investor! He's bought; he's adding; he has unshakeable faith; he knows the business inside out; he understands the ultimate value.

dynamite: the ultimate trader! I've seen her do it with PDX; she trades the channel; she makes money up and down; not sure that she shorts (I'd like to see her in or out of them, though!) but she knows when to sell, when to buy back and when to take profits.

Sequestor: a two way trader who is extremely confident in his own calls but critical of other stances; he called the sell right on his long; he closed his short with a good profit; he opened another long - time will tell. Hope he learns to respect others and their approaches, including the novice investor.

Evil Knievil: says he has made money out of shorts and longs but suspect, except this time, that they are fibs; certainly made a significant loss on his last short; opened the latest short without calling it as a new trade - his supporters will have got in late and probably lost money.

Eric: caught out by the market move whilst out of action. Had increased his CFD stake using margin generated by the 'buy on rumour'. Felt he had to reduce stake when sp dropped and position went negative (although this may not have been necessary). Also used margin to build up position in ASC and is 15K to the good. Not a problem. All in a week's trading. A strange sort of investor/trader mix - holder long term of SEO and ASC but likes to make extra money along the way and suspect he would do better by sitting on his hands!

elrico: will read the article properly. Don't see any difference though between taking long or short positions, particularly via CFDs. I am neither a positive or a negative investor in the company. Share trading is not investing in the company. The company carries on whilst the shares rise and fall, only meeting the trading community when it wishes to raise funds. I think longer term holders, like andysmith, are investors who own a share of the company; although I do believe in long-term potential of SEO, I am not even trading the shares, I am trading contracts.

Hope this helps others to position themselves on the spectrum, which of course can change over the course of time.

Where from here with the sp? Have high regard for og who is calling a drop back to 20p, possibly 16p. My reason for reducing exposure was that I considered the next support level was 20p; maybe low pprobability but couldn't afford the risk. It may be that a new support level of 24p has been established. Like bos, I am concerned that there is no new positive news, other than the start of the ASDA exclusivity period, sine share was trading between 20p and 23p. I had thought share had moved to a new band between 27p and 30p. It may be that the new trading range is 24p to 30p. Time will tell. Time for a bit of caution.

Eric

morning all. still no follow up news which i find disappointing.

The headline from a Motley Fool Article about why small cap shares may be good for your wealth:


The Small-Cap Risk Myth

In 1980, Wal-Mart sold for pennies a share.
Now it sells for more than 50 dollars.

Had you invested $5,000 in Wal-Mart in 1980,
you'd be sitting on how much today?

ABOUT $2,500,000

PTH

Hmmmmmmmmmmm thanks for the compliment Eric but if I were the Ultimate Trader I would be a millionaire by now....I wish. However, you are right I am trading SEO as I have PDX...the intention was for the long term but when it becomes obvious to me that it is oversold and due for a big drop I sell and buy back more at a lower price. I pretty much keep these shares all the time but drop out here and there. It is a method that has evolved. I wish I did the same with shares like Griffin Mining too. I could have done the same many times but I could not see why anyone would want to sell bearing in mind that full mining is about to commence...Anyway SEO as I have said before has a lot in common with PDX and both are superstars
Di

Morning all

Nice steady start to the morning

Baza

From todays shares Mag.

Stanelco (SEO) has announced its first commercial agreement with an Asda supplier, believed to be Youngs Bluecrest, for its revolutionary Greenseal technology. The group has also announced that trials are taking place with other selected Asda suppliers. Asda has exclusive use of the technology until May 2006, but it is then expected to roll out throughout the industry.
The Greenseal technology has several advantages. It increases shelf life and thereby reduces waste. At the same time it provides more attractive but less
expensive packaging. This has the double advantage of lower costs and increased sales. Asda has estimated that it could increase sales by 20%. Although the initial order was for only one machine it is hoped that the customer will buy a further 12 once it has bedded in the first machine. Clearly Stanelco
and Asda expect other orders to follow.

Analyst Tim Freeborn at Evolution Securities believes that 100 units will be delivered by October 2005.
That, however, is only the beginning. Stanelco is also talking with Wal-Mart, Asdas parent. Success in selling the units to Asdas suppliers in the UK
could lead to much larger orders in the US. Once the exclusivity arrangement with Asda ends other UK retailers are likely to want the units for their suppliers.

If the group is successful in the US as well then the medium-term prospects are mind-boggling. Evolution believes that pre-tax profits in 2007/08 could be as high as 94.6 million with EPS of 6.6p. Freeborn is cautious as he is reluctant to raise his forecasts on the back of the first order but he admits that his forecasts for this year could be too low. Shares are 27.25p. n Shares says: The speed with which Stanelco has moved from enquiries to orders is testament to the company. Although the shares may tread water until some new orders are announced the potential is still huge.

by: John Marshall

cheers HM

thanks HM...good article
(morning all!)

hampi_man
Thanks for the shares mag post, I know its repetitive but I have put it on the R/Page any way.

Research Page:


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

Very poor -and total lack of -P.R. from this co., they need a good ass kick to get them shouting the odds a bit, as a share-holder,I will e-mail them to that effect today, THIS NEEDS NEWS.
Unexpected turn round in the markets today, FTSE well up, stopped my short out @4990, it`ll fall back again soooon!!
g`luck

016622 will have a look at fibonacci retracements thanks :o)

"You want to buy on strength and sell on market weakness. Waiting for a retracement is never a smart strategy:"
...............

Someones` comment on Fibonnaci- another one is "its only averaging down by another name, a fools errand"

FIBONACCI.

I thgt. a tick up soon might be appropriate with the reasonable numbers buy/sell, (and the attack on the FTSE to raise 5000,) seems not.

Stop loss @25p

What a nice peaceful day, you can here a pin drop, or a distant sound of a Tray lidding machine making money for us.
Just the one at the moment.

I'm off out, its to nicer day.

just been reading evo's update and they point out a problem none of us predicted, that is, other supermarkets. it seems the success of the greenseal trials with asda has created a bit of a stir and they all want a bit , but asda have an exclusivity deal. packers like youngs supply all supermarkets.that would explain the low initial orders as , and i am guessing here, they would only be packing for asda. (evo are saying a further 12 machines will be retro-fitted soon). the packaging companies, understandably, seem reluctant to upset the other supermarkets they pack for. so, although, signing an exclusivity deal with asda has many positives, not least getting the first uk commercial deal for greenseal , it has its negatives as it has put the packaging companies between a rock and a hard place. however much they like greenseal, they can only use it for asda products. it will be interesting to see if the other supermarkets wait patiently until next may or if they make this transition to greenseal as difficult as they can , negating any lead asda have. i don't know what seo think about all this but, hopefully they wont go "exclusive" in usa.

ooo! movement!!

Hi Bos, interesting point ..

Do you think Youngs would really be reluctant incase they upset their other clients though? Do you think they would be regarded that way? IMO They aren't going to withold progress of one client at any level because their other clients don't have the same competitive edge. And I can't see the other supermarkets cutting down their business with Youngs to spite them. Just can't see that happening in the real world. The Supermarkets will have different areas where they are strong compared to their competition and although the competition is intense other Supermarkets will need to maintain a healthy relationship with their packaging companies, works both ways.

would have thought that the other supermarkets will simply start crunching numbers and analysing their own potential cost reductions and increased sales due to Greenseal, from perhaps the start of May2006 (when ASDA exclusivity ends)......

you are right though - they may try to stagnate ASDA's lead; as i am sure that an increase in ASDA's sales is potentially a decrease in another supermarkets sales.....

(although it will actually be easier for the other supermarkets to have Greenseal implemented; as they will, by then, be using a proven technology, without the need of going thru all of the trials etcetc......ASDA's lead will have cost reductions and improved sales that will amount to less than a year, because only one machine is being changed for the moment, and the second trial is still on the go....)

either way - am waiting for the explosion; come spring/summer of 2006 !!!!

nice steady movement, mm`s keeping control of the mix, I like it.

If the exclusivity deal with Asda begins to look like a blocker to introducing the technology faster in the UK, it should be possible for SEO to negotiate a change in that deal to reflect new circumstances. I was told that the exclusivity was agreed because SEO did't think they could handle the extra conversions in the first year if there was a more widespread roll out. Maybe if the out sourced approach planned for the US works well that could be used elsewhere including in the UK.