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

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

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

cheers pth.

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

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 :-

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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

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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

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

Lincolnshirelad
Lad are you pauls mate?

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

stateside - I think he comes from Level ii!

The maths bit is ok...it's the assumptions behind it that need checking...Uncle Eric is good at that. If it's all true, I'll give up the poaching game and get my overalls on...how long will it take me to convert 27,000 machines?? When I've done that we'll have a banquet in Lincolnshire followed by a few pints in Doncaster.
LL

They must be gettimg short of stock. I see they have brought the bid price back up to normal difference to get some sellers. I also noticed the sells, after, being added to the sells,were then deducted from the buys,from 4,423,770 the buys went down by the same amount as the next two sells.

Don't think so Roma, 4 MMs on the offer at the moment, will be getting short when they all move onto the Bid. Only WINS on the Bid right now, perhaps they are short, but the other 4 are not......yet!

pth

Cheers pth. I don't have level 2.

Currently 4 on offer and 3 on bid of which all 3 are on offer too - so only one trying to sell a bit of stock, the others happy for a bit of two way trade. Suggests there is no overhang at all in the market, which is good news. BTW, EVO not even making a price on the board today - must have cleared their stock and off to pastures new.

sd

Well, I mentioned big T buys yesterday holding the price back, and just like I said, here they are today, filled at last, or are there more waiting to be filled ????

Looking at the closing prices, I think there are more, and whoever needs to fill them, is under increasing pressure to do so at break even, or at a loss.

On another note YOO bombed today, due a nice bounce tomorrow, trading update this afternoon was not that bad, certainly not warranting 61.1% drop, and 27.8m bought v 9.8m sold says it all, most will be averaging down tomorrow, DYOR

Cheers,
PM

LL Hi,

Profits on Greenseal Licences will be 90%+, and in 3 years time, when hopefully 27,000 machines are converted, Stanelco's running costs will be covered by the other products, leaving Greenseal profit as the EPS.

Cheers,
PM

Research Page updated 16/06/2005

Now containing A brief description to SEO's products:

GREENSEAL
CRADLEWRAP
FROG PACK
STARPOL
SOLUTAPE
BIODEGRADABLE AIRBAG PACKAGING
FOOD CONTAINERS


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

paulmasterson1

Thank you for the post.

You're definitely welcome at Lincolnshirelad's big barbie.

Even ii will be game for that one - along with the venison offal.

I always thought he was a bit of a burger.

statesidestateside

PM1 Re "On another note YOO bombed today"
Thats what they said after Regal Pet bombed, yoo hope it does.

pth - if the three large T trades were completed earlier in the day (as suggested by the bid prices they got), then in the afternoon EVO came of the offer as we saw, this would suggest they were the last offloads to go through. If there were more to come EVO would have remained on the offer (or at least on the board!) KBC and others have been behind the offer over the last couple of days so do not seem to have pressure to sell stock.

That and the price rising and holding 1p up, I'll forgive it slipping back the odd .25p.

I say tomorrow will not be red - neck on block.

we'll see who's right tomorrow