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

One thing IMO many people are forgetting is that ready meals and others are going out of trays/cans and into pouches - its the new trend and future use of trays for ready meals is seriously in doubt - how does that effect the forecasts ?? The retort pouch is the new darling of food packaging - its killing cans and messing with trays - is the end coming for trays as it is for cans ?


http://www.nationalprovisioner.com/content.php?s=NP/2005/05&p=21&sc=4
Full article on above link.


Retort Pouches Heating Up
By Sam Gazdziak, Senior Editor
More meat and poultry processors are turning to retort pouches for their packaging needs.
It started in pet food before working its way over to people food. The retort pouch, a staple of supermarket shelves overseas, has become a staple of several food markets in the United States. Although it hasnt made the tin can obsolete, interest among food packers and processors remains high, and the pouches are making headway into the meat and poultry field.

Nevertheless, he adds, the market for retort pouches in the United States is growing at a rate of 13 to 15 percent each year, with new products coming on board all the time. The popularity of the pouch is such that The Packaging Group held a Retort Pouch/Tray conference on April 12 through 14. We discussed the entire supply chain of the retort pouch, from purchasing and materials to contract packaging, Sacharow says. Its the only dedicated retort pouch program in the world.

Making the transition
Versapack, Tuxedo Park, NY, has its own brand of retort pouches called the SCR pouch, with a retort zipper from Zip Pack. It also has a sister company called United Packaging and Processing Systems that represents the Ferlo line of filling, sealing, and retort systems, manufactured in Spain. Anthony Catino, executive vice president of Versapack, says, We have done this to address the need of manufacturers who want to go to a turnkey solution provider.
Catino says that many current products in the home meal replacement (HMR) market suffer from overpackaging. The product is typically in a tray with a cardboard sleeve and a film lidding, he says. Then inside is the roasted meat product inside a vacuum pouch. The packaging is way too much. He says that a single printed pouch can replace all the other packaging.


Meat market inroads
Tyson Foods, Springdale, AR, currently offers a 7-ounce retort pouch, containing large chunks of all-white-meat chicken. Steven Morris, director of corporate packaging design and research, says the features of the retort pouches include convenience and its easy-to-open nature, along with no preservatives and an extended shelf life.
While the canning throughput would be higher, he reports, pouch thermalization is much shorter due to the reduction of the packing mass. The end result has been a success at retail. Consumers, once trialed, embrace the pouch, Morris says.

http://www.keepmedia.com/pubs/PaperFilmFoilConverter/2005/05/01/843179?extID=10026

http://www.alcanpackaging.com/food/eng/html/retorted.php

http://www.outdoordeli.net/mre.asp

http://www.packexpo.com/ve/36388/main.html


Flexible packaging to outpace rigid types

Flexible packaging demand will outpace rigid packaging, driven by healthy prospects for high barrier film and pouches. High barrier film demand will benefit from the ongoing retail shift toward case ready products, which require value-added packaging materials for extended shelf life and protection from puncturing during shipping and handling. Robust gains for pouches will result from the increased penetration of retort pouches for tuna, salmon, chicken and other processed meats in consumer and foodservice markets.

bos
Back already hope you had a nice time, check your emails, and if you want to keep up you need to read from 14 to 17 on the research page.

ii is posting.

And if you feel down bols, check the talk to yourself thread out. Its full of nutters!!!!!

wilbs
Yer, I know who the biggest one is.

http://theweekendchef.exit-23.net/20050528/cornbread-chicken-pot-pie/
by Cybrludite @ 09 Mar 2005 08:51 am
At Wal-Mart I recently found cubed chicken in a retort pouch (Like an MRE or the new packaging for Sunkist tuna) thatd be perfect for this. It was from one of the big name national brands of chicken, but I dont have any in the house right now.

Oh - so not in a tray but in a new retort pouch - interesting ;-)

Yea driver, I know know what you are saying. Look at these nutters!!

ii in a pouch, his quite hansom.

http://www.mreinfo.com/news/index.php?p=12

Then a number of months back, I saw that Wal-Mart Super Centers were carrying the Sweet Sue brand of retort-packaged meals. These things were honest-to-goodness entrees - things like Chicken Marinara and Chili. These things cost about $2.50 each which I considered low enough to try but a little to high to stock up on.


Did someone say Walmart - Retort Pouch - ;-)

No ii. They said ii is a

Right, I'm outta here.

In case anyone has forgotten the other benefits of Greenseal apart from cost-savings for Asda and its suppliers there is the obligations to the ISO standard for environment whereby end-users have responsibilities. The news last night featured a piece on this with new targets. Packaging currently accounts for 25% of all waste going to landfill, most of which is plastic that cannot be recycled. Well Greenseal can help out there. The piece also mentioned that Sainsbury's have experimented with bio-degradable, compostable packaging, this is also a string on SEO's bow. The story is unfolding and I for one am pleased to be heavily invested and prepared to wait for the pieces to come together.
Interims may not be brilliant, what would we expect, revenues have only just started to flow but this year should see the last lot of red on the books.

Retort Pouch seems to be greener than any tray solution - so thats why Walmart use it ;-)

"Catino says that many current products in the home meal replacement (HMR) market suffer from overpackaging. The product is typically in a tray with a cardboard sleeve and a film lidding, he says. Then inside is the roasted meat product inside a vacuum pouch. The packaging is way too much. He says that a single printed pouch can replace all the other packaging"

Come on Tesco, Sainsbury and all - get using these new wonderful material saving and super green retort pouches like Walmart do - trays are wasteful - retort pouches are the new in thing - just ask Walmart.

Retort pouches are not really competition to Greenseal - they replace the trays so you can say Retort Pouches replace Greenseal (not that its even selling well at all) - not compete with it.

The consequences are the potential for tray lidding machines is dropping all the time - in the USA you can quite clearly say the ready meal market is now Retort Pouch.

This may be another reason why suppliers are not rushing to change to Greenseal in the UK - yet another reason - perhaps they are planning to convert to new Retort Pouch machinery and do not plan on using most of the tray lidding machines much longer. Means there is not room for the proposed 5 year license - DYOR - if you do you will find many interesting things that counter the ramp.

I maintain - Greenseal is a limited potential product and will never produce the massive sales that the rampers have predicted - SE0 remains highly overhyped and overvalued.

morning all. had a great holiday , thanks. just read the tty thread. still crying. where do you get those pics?
ii , i'm sure last month you were saying that walmart wouldn't be interested in greenseal because laser sealing and ultra sealing were the lastest things and soooo much better than anything seo had to offer!! now it's retort pouch? the amount of work and effort you put in is commendable but completely unnecessary. it is a given that there is competition, that the retailers and packers have choices. seo have signed with no less a company than asda. that IS impressive. even you have to admit that. orders are slowly coming in. seo have said that they are/will be pitching to american retailers. overvalued? at present , yes. overhyped? at the moment , yes. the results will not be pleasant reading because, as andys said, the revenue is only now starting to come in. this we all know so please stop bleating repeatedly about it.

this bb is fun to look at, a bit like lunny tunes!

Bos
You missed all the hot weather 42c well thats what it felt like any way. A lot has happened in a week the Hitchen Foods deal more retrofitting being rolled out, as expected, but I think the revelation of the week was the thermoformer retrofit this is excellent news it opens up a huge new market for Greenseal. We did touch on this a while back but I forgot all about it, there is too much going on with SEO to take in; looks like the year ahead will be very interesting

driver - there is prior art on the thermoformer - Japanese - as they have retrofitted already there is more than likely another patent case coming - that will make 2 with the ongoing appeal against the ruling in favour of BPRG.

The retort pouch is interesting though especially as Walmart are using it on their own brands - this seriously reduces the amount of machines it would be "possible" to fit greenseal to should anyone actually want to apart from Asda. It also limits the potential should Asda suppliers ever get past a total of 20.

Hitchens - that reads bad news - they only want one - and conditionally perhaps another three - however they have left the door open to walk away with just the one - why ? Very strange goings on.

All in all a very bad week and in fact a worse week now awaits - will interims be produced on the 29th of will they be held back ? As you know my comments on interims are -

Get ready for interims if they are not delayed as they are so bad and will give the game away !! A nice comment from the US below do not worry US investors got burnt from pump and dump of the tech boom and will not be interested in this pumped up jam perhaps tomorrow Stanelco.


The spot to target on their Balance Sheet is their Shareholder's Interest (or Equity). If they've been selling shares to the public, it's likely they need more cash to avoid that Equity number hitting zero. When that happens, as you are no doubt aware, they're INSOLVENT. And the one thing that continually eats away at Share Capital + Reserves is Bottom Line LOSS. If a company makes profits, Reserves etc.. increase, but the opposite happens when they continually incur losses.
Another thing to remember is the fact that it's generally more expensive getting money from the public. It's cheaper getting a loan from the bank. So why go to the public ? Unfortunately for SEO, bank managers generally "know their onions", so they are not likely to continue to pour money down a black hole. Therefore SEO are possibly targeting "gullible investors". However, the numbers, as always, will give us the picture.

Roll on interims lets see those losses and how bad they are why is SE0 always doing share issues and dilutions and not a bank loan its more than likely that the Banks know whats happening and will not risk their money on such a company as Stanelco all these dilutions are raising money but what has been the cash burn rate ? and do the banks see a good chance SE0 will go down the pan and therefore not give any loan to them forcing them to go to the public all the time for more money ?

If there is no excellent news on Monday for SE0 I am expecting strong selling pressure - not just SE0 but all over the FTSE.

http://money.cnn.com/2005/06/24/markets/sun_lookahead/index.htm


Big week, big worries

The Fed's expected interest rate hike leads the list of key events for investors next week.
June 25, 2005: 8:37 AM EDT
By Alexandra Twin, CNN/Money Staff Writer


NEW YORK (CNN/Money) - Hold on tight, it's going to be a bumpy ride.

Investors still reeling from last week's bruising return Monday to the busiest week on Wall Street this month. No, you can't just slip out back and return after the Fourth of July. And really, why would you want to?

Many of the hot issues that have been bothering investors will be addressed starting Monday. Not resolved, mind you, but at least addressed.

The new week brings reports on inflation, personal income and spending, consumer confidence, manufacturing, and the biggest news of the week -- the Federal Reserve's meeting on interest rates.

Driver Hi, nice summing up, but I have to disagree on one point .... you said "it doesnt leave much left in the shop that needs sealing" .... but there is still loads for Greenseal to seal, including pot fill and seal, bags for chips, seafood, bulk MAP packaging for behind the scenes, etc, plus many other things that Tony Ruane has found, and we haven't, Cheers, PM

Retort packaging will not replace rigid trays/lids or vacuum pack for FRESH MAP (Modified Atmosphere Packaging) or CAP (Controlled Atmosphere Packaging) for meats and salads. It has its own niche markets and ii is trying to scaremonger folk yet again. Many retort packs are by their very construction non-recyclable and with the few that are,in many instances RF sealing could improve the quality and seal integrity of the packs. Yes folks retort is a growing market within packaging, but it will not prevent Greenseal from becoming successful.
Paul is also correct, technical folk in the packaging industry will soon see other areas that could benefit from RF sealing, just don't get carried away and expect it all to happen within 12 months cos it won't but SEO and their technologies (plural) over the next 3-5years have the potential to make a significant step change in the world of packaging. How long can you wait??