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

Hi Driver - you do provide an excellent research page which documents succintly the progress of the company todate. At the risk of digging myself a hole , the MAM research Tab - also provides good background on financials, contact details, share price, directors etc etc etc - including date of Interims, ROC etc tec !!!!!! which complements your info nicely

Baza

baz
Thanks; I will have a look at that secondary R/Page.

Wal-Mart billionaire John Walton dies in plane crash
AFX


WASHINGTON (AFX) - John Walton, a billionaire heir of retail giant Wal-Mart, died yesterday when the home-made plane he was flying crashed in a national park in Wyoming, authorities said.

Walton's plane crashed at 12:20 pm local time shortly after taking off from Jackson Hole Airport in Grand Teton National Park, the National Park Service said in a statement.

He was the world's 11th richest person.

morning all. sad news , aldwickk. no other news and it looks like we are in for another big yawn day.
tpa is having a 'mare though!!

Yes bos - and RHPS tipped TPA as a buy last week - LOL - hope that does not happen to SEO - would not wish that kind of fall on anyone.

Just to clarify a few issues that are getting distorted nobody has said Asda will order 200 machines this was a business wire report similar to the one where HW later had to deny he ever said 27,000 odd machines as in the FYB email reply from him and said it was a misquote from a telephone conversation. Stanelco have never officially said 200 and if you note that the original business wire said 100 and was then replaced saying 200 I would take from that that Asda suppliers will convert 100 RF tray lidding machines and 100 Thermoforming machines making a total of only 200 and thats it !!!!

Second the third trial has no bearing on Asda orders if you read the AGM statement Philip Lovegrove says We announced in March that ASDA Stores Ltd (ASDA) would be the first to adopt GREENSEAL in the UK, anticipating several hundred machines to be adapted to use the technology during the first year at the earlier of the completion of three further trials with ASDA suppliers or the signing of the first commercial order . The first of these trials nears completion at Youngs Bluecrest, a leading ASDA supplier.

If you refer to the later RNS 23rd of May they had their first commercial order with Asda Stanelco announces that following extensive trials it has now entered into a formal commercial agreement for its GREENSEAL(TM) technology with a dedicated ASDA supplier, endorsed by ASDA themselves. This first commercial agreement will involve the conversion of a Mondini tray-lidding machine at the chosen supplier. Stanelco cannot reveal the name of the supplier for commercially sensitive reasons.

Therefore Lovegroves earlier of statement is concluded as the first order came and no need for the trials to be complete from the 23rd of May the 1 year commercial agreement has been in place resulting in so far 2 orders with Hitchens appearing very concerned placing just 1 order and conditionally 3 more with what looks like an escape route to not order.

The agreement with Asda covers RF sealing and Thermoforming (so the recent Thermoformer news is not new) it was in the original statement by Stanelco on the 24th March RNS and Sealing AND Thermoforming forms part of the anticipated (which means nothing as a forward looking word) several hundred machines Stanelco PLC, the RF (radio frequency) applications group, is pleased to announce that it has signed a binding contract with ASDA for a 12-month exclusive agreement for the application of the Group's GREENSEAL tray lidding and thermoforming RF technology in the UK and Ireland. ASDA anticipate that several hundred machines will be adapted to utilise the technology

The whole ramp on SE0 has come from one very meaningless and forward looking statement in the RNS on the 24th March It is expected that, according to plan, this agreement will generate a revenue stream for Stanelco significantly in excess of 5m in the first year alone. It was expected according to the plan that orders would flow in April - hundreds would be there by June and several hundred in the first year which started from the first commercial order on the 23rd May however as you see all that was said was anticipated according to the plan these mean nothing and are forward looking words and they are not accountable if nothing happens and its not achieved.

There is now 11 more months of that 1 year agreement left and order level is so far 2.

Do not forget in that 24th March RNS that it said quite clearly The agreement follows successful trials at a number of different ASDA suppliers and will mean that the suppliers involved in the programme will, where practical , convert from traditional heat-sealing to Stanelco's revolutionary RF technology.

where practical means there is no binding commitment and if the suppliers can find a reason not to convert they do not convert and save their money and not pass it on to SE0.

IMHO you will see only a maximum 200 Asda supplier orders and that will be a combination of RF tray lidding conversions and Thermoformers however it may be well below that 200 figure and nobody has officially said any sales figures its only what people ramp and wish it to be.

The company as I keep saying are very clever and not committing to anything people are getting sucked into the ramping of this and believe figures which have not in reality ever been committed to.

The SE0 share price presently equates to over 1000 confirmed orders of high margin RF sealing conversions with high margin 5 year licenses. IMVHO it will take SE0 over 5 years to ever achieve this if they ever achieve it. There may also be a severe erosion of those margins in sales as can be seen by the present hiding of contract values or license fee and terms which may mean that 5000 sales are required to support the price at 22.5p.

That the price is 2005 is equivalent to the potential price in 2010 or beyond is quite amazing and shows how well its been ramped and hyped IMO.

It is not required by the FSA in the UK - but in the US and other places all Forward Looking Statements must be accompanied by a disclaimer - the wording of the disclaimer is the same in meaning - an example below -

FORWARD-LOOKING STATEMENTS
This press release contains forward-looking statements. All statements other than statements of historical facts included in this release, including, without limitation, statements regarding MediaBay's future financial position, business strategy, budgets, projected costs and plans and objectives of management for future operations are forward-looking statements. In addition, forward-looking statements generally can be identified by the use of forward-looking terminology such as "may," "will," "expect," "intend," "estimate," "anticipate," "believe," or "continue" or the negative thereof or variations thereon or similar terminology. Actual results could differ materially from those projected in or contemplated by the forward-looking statements. Factors that could cause actual results to differ include, without limitation MediaBay's ability to implement its new strategy and transition its business and the risks related thereto: its history of losses and declining revenue; its ability to license and sell new spoken word content, anticipate and respond to changing customer preferences, license and produce desirable content, protect its databases and other intellectual property from unauthorized access, and collect receivables; dependence on third-party providers, suppliers and distribution channels; competition; the costs and success of its marketing strategies; product returns; member attrition; and risks relating to its capital structure. Undue reference should not be placed on these forward-looking statements, which speak only as of the date hereof. MediaBay undertakes no obligation to update any forward-looking statements.


SO WILL INTERIMS BE THIS WEEK - OR WILL THEY BE (and a very bad sign imo) DELAYED UNTIL LATER IN JULY OR AUGUST ??????

ii, i am certain you have posted that before. not like you to constantly repeat things, is it?

"insiderinside - 28 Jun'05 - 08:44 - 6593 of 6593


Yes bos - and RHPS tipped TPA as a buy last week - LOL - hope that does not happen to SEO - would not wish that kind of fall on anyone."

especially not when tpa got the "special" ii two thumbs up at 21p in april!!!!!

Bos I have resisted for months, but it's just too unbearable, especially several times over, squelched!

Another yawn day is no doubt spot on. Next week I think will be more positive.

Results are due this week.

AAAARRRGGGGHHHHHH!!!!!!!!!!

tech, is that from seo?

seq, what's the matter?

this week is a continuation of last week, well the back-end of it, anything I touch falls apart (doesn`t work on `er indoors tho`), lets hope that the results don`t confirm my "weekis horribilis".
I mean how can you long oil and see it fall, short the falling FTSE - and look!!!,
and I have to put the bloody bins out today, and finish cutting that feckin` hedge, and if that dog barks -its dead.

you sound like you need a holiday. go to skiathos and try little banana beach.....let it all hang out!! btw,how was the mam day last week?

Seq - I am sorry - I did not mean to laugh at your woes - but you did bring a smile to my face - I thought it was only me that had that effect on share prices - it was the dog comment that cracked me up - apologies

Baza

Just picked this up from another site - so not first hand that "SEO have confirmed that Interims will be on or before 30th June"

Baza

Bos - I did say TPA looked good due to the excellent results they last posted - however I did say be careful as it could all turn bad - and it has.

You are correct I did post that earlier article before - but reposted as I wanted to the FL statement (at the end) in context with it - sorry.

Yes I had confirmation this morning. def on or before 30th!

Cheers

Well - that limits their options a bit - today, Wed or Thur?

Good to get them out of the way. Wonder what accompanying current/prospective good news there will be? Since they've managed to set the date, maybe they have some to impart.

sd

sd - my thoughts exeactly - fingers crossed

B

i agree sd. we all know the results will not be great , so wouldn't it be just like seo to include a nugget to accompany them.