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

Forgive me if I am being blonde and stupid, but weren't these shares issued as part of an agreed acquisition dating back 12 months?
If that is the case then its not quite dilution to pay the bills or buy paper is it?
Alan

it's the second instalment due and it has taken a fifth less shares to pay it, as last june the shares were about 5p!! not bad.
( btw, alan, blonde really suits you!!) :)

02 June 2006

CAN SHOOTING STAR STANELCO LIVE UP TO ITS VALUATION ??
asks Tim Rothwell, City analyst.


The packaging sector rarely nurtures shooting stars, stocks which rise from obscurity to high-flying valuations and market capitalisations in only a space of months. the phenomen is particularily rare in the UK and in market conditions such as these. However, a recent exception has emerged in the form of Stanelco, the Southampton based business which recently reported successful first stage trials with ASDA and YOUNGS for its radio frequency GreenSeal tray lidding technology (Packaging News,May 2005). The company's share price rise, quadrupling in value since February to a market capitalisation of circa 251m has been even more phenominal and would place it in third position in the UK Packaging index, just ahead of RPC.

This is no mean feat for a business that in the year ending October 2004 achieved a turnover of 1.3m and sustained an operating loss of 2.85m, up 2.21m on the previousyear. Stanelco's rise to fame has not been without some controversy, including a Patent Court judgement on aspects of edible capsule making technology in favour of competitor company Bioprogress.

Stanelco now has a product profile which includes RF monoplastic sealing, Starpol water soluble and biodegradable films, Solutape soluble adhesive films, Frogpack high impact resistant transport packaging, Candlewrap biodegradable air cushioning and Ingel edible capsules. Some of these technologies, like RF welding & biodegradable films are not entirely new and in the latter case not yet been a profitable business for competitors like Symphony Plastics. However, the market appears to be placing great optimism behind Stanelco business model. Interestingly, Stanelco's largest shareholder at the time of its 2004 year-end was The Age of Reason Foundation. Some industry analysts might also suggest a name change to The Age of Hope over Reason could be appropriate.

Still trying it on ?

insiderinside - 03 Jun'05 - 16:29 - 5278 of 5278 (Filtered)

Everyone knows your the joker in the pack :))))))))))))))))))))))))))))

PM
Whats your opinion of the issue of more shares. Dilution or vendors of Aquasol see it as a good deal? IMO it good buisness practice.

a little about recent goings-on within Wal-Mart;

http://business.timesonline.co.uk/article/0,,9074-1639765,00.html

perhaps they will need to cut their costs (and therefore get their suppliers to implement GreenSeal) sooner rather than later.......

bring it on !!!!!!!!!!!!!!!!!!

Bos, Eric, Di, SD

Re the first post of the thread, in the agreement with Robert Reiser,do you know how many machines were converted? Was it to the lastest GREENSEAL spec? and if so, who were they for in the states?

belisce6
Good point they are always trying to cut cost's, I wouldn't want to work for them.

sambal Hi,

You can't really call it dilution, as the deal was done ages ago, and we have Aquasol in return for those shares, and it is a lot less shares than it would have been if the S.P was still at 5p :)

In return for the shares we have a huge amount of Aquasol's I.P and great ideas, they have helped make Stanelco what it is today, a 'Green Packaging' giant in the making, so that is 'Shareholder Value' too :)

Aquasol will definately see it as a good deal, because they are getting SEO stock, just before lift-off with Wal-Mart and other USA retailers doing deals on Greenseal, and just before FrogPack leaps into action :)

Cheers,
PM

A bit more on how Wal-Mart should clean up(starting with Greenseal methinks!)

http://wireservice.wired.com/wired/story.asp?section=Breaking&storyId=1043674&tw=wn_wire_story

Cheers,
PM

PM,
Thanks for that. I thought it was a good deal for vendors of Aguasol and SEO.
Regards,
Sambal

I find it very strange that many people on other BBs are just talking of waiting for the next news on trials - why on earth would Stanelco release news on trials now - trial news was only important whilst the trials were not complete meaning the Asda deal was not in effect. Now the Asda deal is in effect the bearing of any of the other trials has no effect - it means nothing as Asda agreement is in effect - so therefore this has no bearing on other contracts - so future trial news would not be worthy of an RNS - if one comes it would simply show how pathetic this is all - feeding the frenzy and all that.

It should be now no more news on trials as they are not worthy of an RNS - RNSs have to be now IMO - either big orders - results or more dilutions - as the most likely three.

Copy and paste Don Q 1st is back, have a read Don.

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

Just to pre-empt the posting by insiderinside claiming Greenseal only does 'cut to remove' lids.

insiderinside is lying as usual

These lies have been posted by insiderinside over and over again, here and every Stanelco discussion board

Greenseal can create cold or hot peel lids, adjustable right up to cut-to-remove lids.

RF can create these different types of lid much better than heat sealing, because it is adjustable to very fine increments.

The questions was - In the Asda Salmon trials - were the Salmon packets Cut To Open type with RF welding - and did those new packages have NEW on the front (with instructions to cut to open and not peel).

If its true it would pose many questions on the extended life and increase in sales with it having NEW on the front - and also having an IMO customer unfriendly cut to open lid - taking more time to open and potentially shreds of plastic from the scissor cut getting into the food.

So - did those Asda Salmon trials have Cut to Open lids - and was there a NEW on the front of the packets ?????

insiderinside - 04 Jun'05 - 16:12 - 5290 of 5290 (Filtered)

Why are postings here now such crap. If you know something fair play,post and prove. If its an opinion say so. If you have a gut feeling say so. If you don't know ask. Otherwise do the right thing and F!!K OFF

paulmasterson1 - 04 Jun'05 - 16:34 - 5291 (Filtered)

jaysus can`t everybody filter this twat , and get a normal persons view of the co.

geddoutahere you wallie!!!

Now lets hear it- it might go UP if the news is good- repeat- ad infinitum!!!!!!!!

Sambal Hi,

insiderinside know NOTHING, just tries to scaremonger within the rules of the BB, steps very close to the line, but at the end of the day is simply a basher with a short on SEO, taken out at 15p, and getting very worried.

Filtering the liar is the right way to go.

Cheers,
PM

Paul - LOL - as has been said over a hundred times before - I have no short on SEO.


Perhaps Asda should concentrate on their core business and not fanciful dreams of new welded seals - they appear to be struggling for all the hype they are getting in the media from Cut to Open Salman - Funnily enough since all this hype about sealing - I do not shop at Asda any more and use Tesco - which is IMO - far better quality - but each to their own.


http://www.moneyam.com/action/news/showArticle?id=813191

Tesco & Sainsbury growth hits Asda
MoneyAM
Asda has continued to see its market share squeezed by sales growth at rivals Tesco and Sainsbury's.

The latest figures from TNS show that in the 12 weeks to May 22nd, Sainsbury's continued on a positive trend, with its share lifting from 15.5% a year ago to 15.9%. This translates into real turnover growth of 5%, a further sign that the recovery prgramme at Sainsbury's is on solid ground.
Tesco's market share reached 29.9% across the 12 weeks, and in the four weeks to May 22nd passed the 30% barrier, taking 30.3% of UK supermarket grocery shopping.
Asda repeated the decline first seen in last month's TNS figures. The Wal-Mart owned supermarket chain's share is down from 16.6% in 2004 to 16.5% year-on-year.
The Financial Times reports that Andy Bond, Asda CEO, is reinforcing his management team with the return of former logistics director David Cheesewright, who moved from Asda to run Wal-Mart's Canadian business last year.
The combined Morrisons / Safeway share continues to decline, down to 12%, although TNS believes the figures suggest the fall is levelling off. Edward Garner, communications director of TNS Superpanel, said: "It should be remembered that much of this decline is due to fascia changes as Safeway stores are sold off in response to the Competition Commission stipulations and, more recently, the smaller stores that have been sold to Somerfield."
Waitrose continued its strong run as it benefits from the Safeway stores acquired last year, with its share up year-on-year from 3.25 to 3.7%, a turnover increase of 19%.

Share of UK Grocery Market: 12 weeks to May 22nd

Tesco 29.9%
Asda 16.5%
Sainsbury's 15.9%
Morrisons/Safeway 12%
Somerfield/Kwik Save 5.9%
Co-ops 4.7%
Waitrose 3.7%
Aldi 2.1%
Iceland 1.9%
Lidl 1.8%
Netto 0.7%