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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


driver - 12 Jul 2005 14:32 - 7191 of 27111

jimmy
Just been on the nutters thread, yer Pat does tend to do that, and He-Man.

proptrade - 12 Jul 2005 14:37 - 7192 of 27111

PM, i think it was much calmer on the thread without mentioning SEO!

keeping a close eye on the old RNS

proptrade - 12 Jul 2005 14:38 - 7193 of 27111

sorry, didn't mean to say old RNS....no offence to any older buggers

Sequestor - 12 Jul 2005 14:39 - 7194 of 27111

thats better down goes the DOW, this one will soon follow, italways does after
masterb$$r arrives, works like a dream.

bosley - 12 Jul 2005 15:33 - 7195 of 27111

how do you short indices like ft100 or the dow?

Chiva20 - 12 Jul 2005 15:36 - 7196 of 27111

Spreadbet?

Sequestor - 12 Jul 2005 16:17 - 7197 of 27111

spreadbet indeed.
Now lets look at the vol. , looks like , (as I said earlier) now 600k of what look like rollovers on the high side,should be showing as sells, but to balance that there is a 250k sell in a rollover on the low side, which should be a buy, there is 309k of vol. on VirtX, but god knows whether they are buys or sells.
So looks like a net 350k of sells shown as buys, which gives roughly 1.8k buys to 1.8k sells, what are the ? deals, and what are the VirtX????
As I always say about these mm`s , they plough a straight furrow with SEO, a nice tidy a book and a fewk in the bank for keeping punters on the "qui vivre", nice work?and for the punters?- er nowt!!!

lol

paulmasterson1 - 12 Jul 2005 21:17 - 7198 of 27111

Hi All,


EVO put out a new note on the 5th July, it wasn't on their website for at least a few days after that, because I remember looking, so I think they are delaying all their notes to the website, to prevent them being published anywhere, before their clients get a chance to act on them.


I looked today, and the newest notes available are from the 8th July, which seems to suggest I am right.


Anyway, here is the best of it, cut down to size by moi ! ....


Selling half of Biotec to S.P Metal is described as 'another smart deal'


"Last month Stanelcobeat S.P Metalto buy Biotec. It bid 50% more.


Now S.P Metal obtain the rights to make plastic bags, their only aim, for less than they had originally agreed to pay for the whole company. SP is privately owned, has 300m annual sales and employs 1300 people in 12 factories across Europe."


Todays statement also reports that in food rigid trays Stanelco now believes its biodegradable trays, which use starch-based technology from Biotec, can seriously undercut the price of polyster trays. This would be a huge breakthrough. Even six months ago it was only hoping to produce trays costing twice as much as oilbased plastics. The rise in oil prices has been a big help, but Stanelco at last seems to be reaping the benefits of moving into volume production.


We have talked in some detail with Asda about the progress of Greenseal, the new sealing system, in the UK. This has gone quiet while the companies amass test data for each class of packaging. It is crucial to be able to objectively establish the cost savings and other benefits in each case.


Once this is done, Asda will approach its suppliers and demand price cuts equivalent to half the savings whether or not they have installed Greenseal! Asdas Tony Ruane says he would be disappointed if there are not at least 200 units installed in the UK a year from now. Those machines alone would generate a 5m annual licence stream for Stanelco.


The company has bigger fish to fry. In the US we believe it is in talks with several Fortune 500-sized companies about both Greenseal and biodegradables. There can be no guarantees, but it seems realistic to expect major progress on both fronts in the next few months.


Considering that each tray-lidding machine handles around 6m trays per year, a biodegradables saving of, say 1c per tray, could generate handsome royalties. We have included nothing in our forecast for materials royalties.


Cheers,


PM

paulmasterson1 - 12 Jul 2005 21:58 - 7199 of 27111

I like this bit .... "Considering that each tray-lidding machine handles around 6m trays per year, a biodegradables saving of, say 1c per tray, could generate handsome royalties"

Suppose that Stanelco made a gross profit of 1 cent on each tray ....

So every 1000 machines would give 6m x 1000 x $0.01 = $60,000,000 in royalties .... Greenseal would produce $55,000,000 for those machines, so the trays and film will be worth more than Greenseal !!!!

Cheers,

PM

NielsJensen - 12 Jul 2005 22:52 - 7200 of 27111

Crikey! Thanks for the bold face. No way would I have understood the important points without it. :) I liked the tripple line spacing as well.

bosley - 12 Jul 2005 22:56 - 7201 of 27111

paul, the phrase "one step at a time " just doesn't figure in your vocab , does it? i do agree the potential is massive, but let's just take it a stage at a time. first we need more greenseal orders. the third trial has ended or is coming to an end. we should wait and see what the results are and any subsequent orders or if further trials are announced. each new possible use for greenseal will need a trial. that makes sense to me. after that, we will have to see how successfully seo can use biotec , (pending successful purchase), to further the seo cause in uk, europe and usa. the aquisition still needs an egm to get shareholder approval. things will move slowly and will take time. so let's not get too carried away with astronomical numbers because they serve no purpose . we already know the potential.

bosley - 12 Jul 2005 23:04 - 7202 of 27111

niels, was that a touch of irony in your post?

NielsJensen - 12 Jul 2005 23:17 - 7203 of 27111

Bos, how can you possibly think that? ;-)

stockdog - 12 Jul 2005 23:54 - 7204 of 27111

Kneels - I thinnkk yoo spilt triple with two menny peas!

bhunt1910 - 13 Jul 2005 00:05 - 7205 of 27111

I just had one Pee - now I need another - that leaves it with no pees

night night

Baza

bosley - 13 Jul 2005 07:13 - 7206 of 27111

a very good morning all. i don't know if it's just because we have had a few days of beautiful weather but i certainly do feel very positive , especially about seo.

bhunt1910 - 13 Jul 2005 07:52 - 7207 of 27111

Morning Bos - amazing what a bit of sunshine can do.

Baza

jimmy b - 13 Jul 2005 07:56 - 7208 of 27111

Well said Bosley,,i wonder if PM1 will now tone it down a bit,..

bosley - 13 Jul 2005 09:22 - 7209 of 27111

morning baza, jimmy. it ain't just the sunshine, baza . life feels good at the moment. just had a nice swim and sauna, got a busy day lined up at work, and i think it's time to go long again. man, i feel james brown good!!!

Sequestor - 13 Jul 2005 09:24 - 7210 of 27111

PMT=CLOWN=DOWN
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