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stanelco .......a new thread (SEO)     

bosley - 20 Feb 2004 09:34

Chart.aspx?Provider=EODIntra&Code=SEO&SiChart.aspx?Provider=EODIntra&Code=SEO&Si

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


bosley - 16 Jun 2005 10:26 - 6059 of 27111

for?

driver - 16 Jun 2005 10:47 - 6060 of 27111

bos
I dont think SEO is waiting, up nearly 6%

aldwickk - 16 Jun 2005 11:09 - 6061 of 27111

Share Mag wrote, AND TRIALS ALREADY BOOKED. as far as i know Share Mag are the only one to have said this, SEO said that they are going to have meetings with WAL MART , no mention of trails already booked [ meetings 1st then trials booked ] if trials are about to take place with the bigist retailer in the world why no RNS, this must be classed as price sensitive info, or have i miss read the RNS.

TANKER - 16 Jun 2005 11:09 - 6062 of 27111

35p next week.thats acert.

kshammas - 16 Jun 2005 11:16 - 6063 of 27111

Thanks Tanker. Now I know exactly what to do. Hold for 35p. After all, it's a cert. Care to supply figures? Justification? No?

aldwickk - 16 Jun 2005 11:28 - 6064 of 27111

Are you sure it's ANKER with a T or a W.

bosley - 16 Jun 2005 11:31 - 6065 of 27111

w

Chiva20 - 16 Jun 2005 11:38 - 6066 of 27111

Tanker, don't be such a bloody plonker. SEO doesn't need blind ramping - that's a cert.

bosley - 16 Jun 2005 11:39 - 6067 of 27111

aldwickk, shares have done this before. they mentioned talks with walmart before seo did and it looks like they have pre-empted seo again. in a business wire release seo did that they were getting ready to pitch to walmart as well as other american supermarkets. that's the only news so far on that score. going off the last rns, (i think), seo pretty much said nothing would happen until the third trial was completed.

driver - 16 Jun 2005 12:00 - 6068 of 27111

This is all the news we have plus the rns's you can get on the quote page

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

paulmasterson1 - 16 Jun 2005 12:30 - 6069 of 27111


Hi All,

No 'rollout' in USA until the 3rd trial is complete, is what the last RNS said, so that does not mean 'no talks' or 'no trials', Stanelco were already in 'talks' with the 6 biggest USA retailers, according to the business wire release, and so maybe Shares Mag are right, and 'commercial trials' similar to the recent/current ASDA ones will be a requirement of USA retailers other than Wal-Mart, because ASDA have already done the commercial trials for Wal-Mart, but as part of 'due diligence', the other retailers must see the results of their own commercial trials.

Cheers,
PM

bosley - 16 Jun 2005 13:00 - 6070 of 27111

level2 now showing 5 v 5 at 23/23.75. is there some significance to this as it looks curious to me?

ptholden - 16 Jun 2005 13:02 - 6071 of 27111

bos

the 5 on the bid is probably the important part, it means that they want some stock. If they don't get any, then one will break ranks and push up the price.

pth

bosley - 16 Jun 2005 13:04 - 6072 of 27111

cheers pth.

paulmasterson1 - 16 Jun 2005 13:13 - 6073 of 27111


Hi All,

Any guesses for the closing price ?

Will USA give the S.P a big boost later ?

A mid of 24p or more ?

Cheers,
PM

paulmasterson1 - 16 Jun 2005 13:45 - 6074 of 27111

Hi All,

I was asked on another BB about the 27,000 machines I have been quoting, and this is my reply, hopefully it will answer questions here too :)

The statement by Howard is interpreted in two different ways, the 27,000 he stated, and 'about half of the 50,000 MAP machines in USA and Europe', and the price is quoted as $55,000 :-

------------------------------------------------------------ -----------------

Stanelco will charge retailers about $55,000 (55,000) per machine a year for use of the technology. There are about 50,000 sealing machines in the UK, North America and Europe currently using the MAP method.

The company hopes to get its technology on about half of those machines over the next three years, White said. The company will target the UK and North American markets before moving into Europe. MAP is a growth market in the supermarket category, he said.

http://www.foodproductiondaily.com/news/printNewsBis.asp?id= 60066

------------------------------------------------------------ -----------------

You get Frog Pack, Cradlewrap Aquasol,Adept Polymers and Starpol, Solutape,.... and Wal-mart for nothing. Not to mention that the market everyone is referring to is just Europe and N America. The world's second largest market lies in Japan - not yet mentioned nor is any of the packaging requirement in Taiwan, S.Korea, Australia N/Z, S.Africa, Brazil, etc etc..........None of these are yet factored in - probably because it is unrealistic to expect their requirements to be capable of being addressed for at least 2/3 years whilst SEO attain their stated objective to fit 27,000 machines and much less than half of the global market by then.

Lemming Investor free Stanelco note

http://www.lemminginvestor.com

------------------------------------------------------------ -----------------



Also from Buisiness Wire 17th May 2005

Stanelco is already moving ahead to market GREENSEAL to leading U.S. grocers and retailers, including Wal-Mart, Albertson's, Midwestern retailing giant Kroger's, California-based Von's, Ralph's and Safeway, and others. Stanelco has opened a North American office in Orlando, Fla., to coordinate international sales and implementation efforts for Stanelco

Cheers,

PM

Lincolnshirelad - 16 Jun 2005 14:44 - 6075 of 27111

Just done some quick calculations following on from PM's post 6073. 27,000 machines would create an annual income of $1,485m, which, at $1.8 to the 1 is 825m. This annual revenue is knocking on for 1 (94p) for every share in issue (before costs/overheads/tax etc..). If the net profit on this is say 50% and the p/e is 20, the resultant sp should be around 9.40...Have I calculated this correctly?. How does this tie in with (Evo's?) rule of thumb that 1000 machines is worth 2.5p to the share price...27 x 2.5p = 67.5p.
LL

driver - 16 Jun 2005 14:57 - 6076 of 27111

Lincolnshirelad
Lad are you pauls mate?

stateside - 16 Jun 2005 14:57 - 6077 of 27111

Lincolnshirelad

I hope you maths is good.

You can certainly give up the poaching and the apprenticeship.

The hares, pheasants, and venison etc will keep even better with Greenseal.

You can open the chest freezer and give us all a mediaeval banquet if you are right.

__________

ii

Are you descended from King Canute?

statesidestateside


stockdog - 16 Jun 2005 15:07 - 6078 of 27111

stateside - I think he comes from Level ii!

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