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

Phart68 - firstly thats more cost to their marketing budget to pay to be interviewed on WSR - WSR interviews around 60 CEOs per day - it offers a stage to perform from.

Secondly - not very convincing was it - probably will backfire as I was not impressed by the stuttering dialogue and total lack of confidence in what he was saying and also lack of confidence in the product - I am impartial and it turned me off listening to that.

i assume the interview has been done as the us roll-out is about to commence.Secondly the shares mag write up also read that way.

Phart Hi,

Nice one, thanks :)

Cheers,
PM

The interesting thing from this interview with Ian Balchin is that he doesn't rule out any further aquisitions. Obviously SEO want to take out the competition and secure those much needed patents, as he mentioned!SEO packaging is the "turn-key packaging solution"

As we're all waiting on that big Walmart deal, and when it happens then this will be the "endorsement" that this company is providing the alternative, environmentally friendly packaging solution together with starch based products. A snowball effect springs to mind!!!

Kong

ii

Re your post 6161:

'I am impartial and it turned me off'

You are hilarious! Who writes your gags?

Who pays you?

Why don't you save yourself for Broadway. You really are too funny for us.

_______________________________________________

Phart68

Post 6160

Thank you for this post:

'If you want to listen to an interview with Ian Balchin dated 16th June 2005 then follow this link:
http://www.wallstreetreporter.com/profiles/STANELCOPLC.html'

Things are being set up nicely for Stanelco to succeed in the USA.

I am going to listen again.

statesidestateside

Is the mention of a royalty stream from Reckett Benckniser new or not?

statesidestateside

The wallstreetreporter was interesting, but having bought many tranches at below 5p and some subsequently I think it is time to rest.

Stateside Hi,

Probably new to Americans, but Aquasol have been receiving payments for a few years, even before Stanelco aquired them.

Cheers,
PM

Thanks go to Phart for this :)

http://www.wallstreetreporter.com/profiles/STANELCOPLC.html

For those without sound or Real Player, or have low bandwidth connections, I have transcribed(minus the um's and ar's !) the interview for you, it will be transcribed by the Wall Street Reporter soon, so you can check theirs in case I missed anything. Sorry about the punctuation, I got a bit bored with putting it in near the end :))))


Wall Street Reporter
Interview With: Ian Balchin
Stanelco - Chief Executive Officer
Dated June 16, 2005


Transcribed by Paul Masterson


Good day from Wall Street, this is Todd Santorelli, Senior Analyt with the Wall Street Reporter, and today the company and focus is Stanelco.

Stanelco trades on the London Stock Exchange, under the ticker SEO, and joining us today on the line is Ian Balchin, CEO at Stanelco.

Good afternoon Ian, thank you for joining us today at the Wall Steet Reporter.

Good afternoon Todd, thank you for giving us this opportunity.

Ian, what are the target markets and applications, for these unique RF technologies that Stanelco is developing ?

Well, Stanelco has been involved in RF technologies, and is now involved in packaging technologies as well, so most of our applications are focused on packaging, and in particular we have developed radio frequency technology that can join together or seal together heat sensitive polymers. This is a whole class of plastic materials which previously could not be sealed together without either being degraded or cross linked, which means that for many applications they have not been usefull, we have also sealed a whole class of biodegradable polymers that previously could not be sealed, now why might that be usefull, if you look at the kind of applications that we've got, Greenseal technology which is our lead application, and that's used for sealing together plastic food trays to a polymer film lid. In the US, Wal-mart would call them 'case ready meals'. What our technology enables companies to do, is to use mono-plastic, rather than a laminated plastic, so you remove a layer of plastic from the packaging which reduces it's cost by about 20%, and also enables it to be recycled. Our target markets are all about packaging using radio frequency to help seal the packagang and recently we have been aquiring companies that have got skills that compliment those of the radio frequency technology so we purchased a packaging design company and two companies involved in biodegradablee polymers. Most recently, last week we aquired Biotec Group from EKI Khashogi Industries in California, The company(biotec) is based in Germany, it's focused on starch based technologies. Now, we've gone down that route because starch based packaging is inherantly the lower cost solution than any other biodegradable packaging that we've seen.

TODD - Ok, very intigueing now, is the company on the M&A trail, will the company be looking to additional aquisitions similar to the biotec play ?

Yes, well the Biotec play enabled us to do a vertical integration, so that we gained some control over the supply of the raw material, and we know that we had a lot of competition for the aquisition of that unit, we are still looking around, and you cannot rule out any further aquisition from us in the future, if it will enable us to take our vision forward and get into the market place more quickly

TODD - On the strategic partnership and alliance side, tell us a little bit about the Advanced Energy alliance and what this means to the company moving forward ?


The Advanced Energy alliance, and we also have an alliance with Premier Technologies, relates to our greenseal technology, and we've allied with these partners in the US to enable a rapid rollout of our Greenseal technology into the US market. We have also opened a subsiduary in Florida 'Stanelco Incorporated' in order to help oversee that. Basically we have a contract with ASDA stores in the UK, and ASDA Stores is the second largest supermarket and part of the Wal-Mart family, and were looking to take the success that we've built up with ASDA, and roll that out in the US as soon as we can.

TODD - Ok, so lets talk a bit about the key drivers here and how the company is positioned, what major trends do you see affecting your core business and how is Stanelco positioned to capitalise on any of these trends ?


The major trends that we see, are trends in oil price, with increasing oil prices that leads into more expensive petro-plastics, and it means where were positioned, and we have now polyvinylalcohol and starch based polymers, those are becoming more and more competetive, were developing the lowest cost conversion technologies, were converting them into products, and the radio frequency sealing enables them to seal with a low energy requirement, so we see that as being one of the drivers. The other trend we see is where companies and our customers, want to be seen to be involved in more environmentally sustainable technologies, there are big drivers and legislation coming in on packaging and certainly in the UK, there have been a dozen or so cases where companies have been prosecuted for over-packaging their goods. The kind of packaging that were involved in is recyclable, reusable, biodegradable, and in many cases uses less material and so is therefore more efficient than those it replaces. And we see that as being alligned with a very long-term trend.


TODD - OK, now certainly there's some competition in this market, what is so unique about Stanelco, and what defines and differetiates this company from others in the industry ?


If your looking at the RF sealing technology, what we have is the ability to process heat sensitive polymers without cross-linking them or degrading them, and the alternative method that is in the marketplace is using heat sealing, and that method will degrade or cross-link the polymers making them unusable for many of the applications.

TODD - Alright Ian, lets change gear a bit here and talk a bit about the expertise in place here at Stanelco, the recent addition of Howard White and tell us a bit more about the board and Management team in place here ?

Sure, Howard White has been with the company, he's been on the board of the company longer than anyone else, about twelve years, I have been on about five years, Howard has been primarily involved in building the business and directing the Greenseal technology developments and setting up the strategic alliances that we have now with Advanced Energy and Premier Technologies, and so we have recently changed his role so that he is Managing Director of the group, and President of our US operations now that were starting to rollout in the US, in addition to the two of us, we have Robert Boardman as Finance Director and he has good city experience and has helped us raise funds for our investment, we have Elizabeth Filkin who is previously involved as Parlimentary Standards Commissioner in the UK so she is very strong on Corporate Governance, We have as a Chairman Phillip Lovegrove, he has a lifetimes experience involved in managing and investing in companies, and he is also a Director of the Ashtead Group, in addition to that we have Robert Duggan as Company Secretary, and we have two other Directors onboard, we have Terry Robins who was Packaging Innovations Manager at Sainsbury's Supermarket in the UK, and is very well known for Packaging Awards and packaging bodies, and we have Graham Whitchurch who is a polymer scientist and production engineer.


TODD - So certainly an experienced and accomplished team in place, Ian, do you feel the investment community understands this company and the direction and the potential here given the current stock price ?

Yes, I think it's taken a while, but what we've found is that when were able to set out the benefits to our customers, and the potential cost savings when we introduce the new technology the investment community has switched on to that very well, and there's a number of technologies which I haven't mentioned in this conversation yet, such as a packaging technology which lends itself to be made out of cardboard, called Frogpack. Frogpack is a very strong packaging format, and we've recently had independent tests where all kinds of articles were hurled out of a helicopter at great height including a bottle of Champagne in one of these packs, and all survived intact. Now, the design of the pack makes it stronger, but it also less cardboard material, or different material, if you make it from different materials than previous packs, and so it's inherantly very strong

TODD - Ok Ian, very briefly in closing, let's recap a bit here, why should investors consider Stanelco as a long-term investment opportunity ?

Well, I would say, if your looking at Stanelco for investment, we have a wealth of packaging technologies, in the US you might be familiar with Electrosol the Reckitt Benkisser products for dishwashers, Stanelco has the technology behind that to develop that packaging format, in conjunction with Rekitt Benkisser for that market, and we get a royalty stream from it, so as Reckitt Benkisser's products grow so does our royalty stream. We have a number of materials as well as processing technologies which mean we can offer turnkey packaging solutions to our customers, we have a very high degree of patenting and layers of patents, which means that were very protected, and the technology is very protected. And we see all that technology, and by all means visit our website at stanelcoplc.com to get some background on it, we see that as a platform for moving forward. Not only are we going to have the Greenseal Technology for sealing the case-ready food, but were going to have a starch based material from which those food trays can be made, the starch comes from crops which are sustainable rather than from oil that has to be pumped from the ground


TODD - Well that is certainly a compelling story, and a very interesting investment opportunity, Ian it was a pleasure speaking with you today, thank you for joining us at the Wall Street Reporter.

My pleasure, thank you.

Someone will be VERY busy ....

"we have Robert Boardman as Finance Director and he has good city experience and has helped us raise funds for our investment" (Biotec deal !)

"we are still looking around, and you cannot rule out any further aquisition from us in the future, if it will enable us to take our vision forward and get into the market place more quickly"

More placings, at higher prices hopefully, and each one will add a new level of strength to the S.P.

Imagine .... late 2005, Stanelco purchases BPRG for 30m :))))
Imagine .... sometime in 2010, Stnelco purchases Tetrapak for a few Bn :))))

Cheers,
PM

And now tonight's main TV presentation, folks, "The Materson Fantasy" a programme in which you get to choose the company and Paul Masterson creates a complete fantasy about its future prospects. Fantasise now, invest tomorrow - it's a compelling story!

lol

sd

I used to enjoy reading this thread , but it would take up the rest of my life to keep up with it ..JB..

Just reposting the link for the
Interview With:
Ian Balchin
Chief Executive Officer
Dated June 16, 2005

It reinforces all we have been saying on here for the past two months a good Interview well worth listening to.
http://www.wallstreetreporter.com/profiles/STANELCOPLC.html

ta pm
i have a dial up connection which makes it TEDIOUS in the extreme to use any media players.

Stockdog Hi,

LOL !!!!


I was just wondering what Stanelco could buy, when, as EVO stated in their first brokers note, 'Stanelco are deluged in cash', in about 5 years time.

Would they go for more Starch producers, some packaging manufacturers, some RF companies around the world, the mind boggles when you think that in 3 years they could have 27,000 machines using greenseal, bringing in 752m P.A

Cheers,
PM

I also like the bit "Yes, well the Biotec play enabled us to do a vertical integration, so that we gained some control over the supply of the raw material, and we know that we had a lot of competition for the aquisition of that unit, we are still looking around, and you cannot rule out any further aquisition from us in the future, if it will enable us to take our vision forward and get into the market place more quickly", which shows that Stanelco 'did the business', and beat the competition to it one way or another :)

Cheers,
PM

I'm with you all the way, PM. But my horizon's are more blinkered, dreaming happily of 1.00 within 12 months. When that has been achieved, I'll dream a liitle bit further out.

sd

Hi All,

On another note, just think how much more money Stanelco will have, when the dollar recovers in a few years time, $55,000 is currently worth 30,018.60, but the dollar will undoubtedly recover, so lets say it goes back from 1.83220 to is old long term average of around 1.40, then were talking 39,285.71 or 9,204.11 extra per machine, so if Howards 27,000 machines are converted(in 3,4 or even 5 years!), and 18,000 are USA machines, that is 18,000 x 9204.11 ..................... 165,673,980 or an EPS of 18p per share

18p EPS at a P/E of 20 is 3.60 per share extra !

Cheers,
PM

Happy Sunday all!

Thanks for your feedback ii, sorry it's taken me a whole day to respond. You could say i've been err.. 'outsideroutside' enjoying the sun!

Regarding your first point:
As you have obviously done some research in the area can you let me know how many ,000's an interview with WSR would cost the company?
And I would also like to hear your thoughts on the possibility of an RNS in the AM detailing a new a share issue to cover such an enourmous expense? TIA!

How dare the company try and publicise their products! what could they have possibly been thinking!!

Back to the sunshine. Enjoy!

Phart - ask Howey - he can tell you ;-)

You have to put things into perspective - SE0 like many companies have potential - RPT had great potential - but things go wrong.

SE0 price at 23p has Asda @ 200 machines and Walmart @ 800 machines in the price - but they do not have Walmart and have only 1 machine from Asda - total of 1 from the required 1000 to support the SP - this is why the likes of Investors Chronicle are saying high enough for now - it needs more on the bottom line to support it - before it goes any higher - if that support and orders does not come - it will go lower.

For you love of this share - you have to admit that jam tomorrow cannot and will not support the SP forever - loss - reporting - lack of revenue will undermine the present overvalued SP if nothing much comes along.

The longer it goes on with no significant large orders of hundreds of machines - this will sooner rather than later come crashing down to earth - it needs big orders not more talk of trials and tribulations.