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

EW,
Not so sure i agree with 2
ASDA will want the benifits of longer store life,
which will allow them to plan better.
cyril

Cyril

I did say 'in one sense'; its really kick and carrot from ASDA to make certain that the suppliers do implement Greenseal. The significance to stenalco is that it does underwrite the 200 machines and probably a good number more.

Eric

Eric

Hi there. What a refreshingly cool and sturdy evening breeze to fill the sails and drive us forward after all that unpleasant hot air of the afternoon causing the canvas to flap all over the place and the boat to go nowhere.

I would add to your words of wisdom the reminder that we are waiting for the results of the third trial to be published. Not only is that an important result per se in that it proves the technology for salads (I guess, after the meat and fish trials) but is also Ian Balchin's quoted trigger for the roll-out in the States - for which, by the way, I do not think there will be more trials, so much as probably limited test orders for the retrofitting to be followed by larger numbers when worked in to the food suppliers' satisfaction. Above all else, I think it is the perceived delay in their announcement which is at the root of the restlessness in the market in these shares and on this thread. Does that necessarily mean bad news?

The acquisition of half of Biotec that provides the biodegradable materials to be formed by Mondoni into bases for SEO's tray-lids to cover is now a complete packaging solution with an integrated, efficient pricing ability - worldwide. After UK and US will come Japan, Europe, India and China.

All the positives are well rehearsed. The negatives may arise from any of the macro economy (must mitigate in favour of reduced cost biodegradable packaging) fiscal/social government policy (ditto) management (where is their weakness?) commericalisation (always tricky for these new technologies - but, thank you, Howard White, no problems there) runaway overheads and/or negative cashflow from a weak balance sheet (nothing doing here either). What is it that will prevent SEO from achieving an increasingly profitable level of operation over the next 2-3 years?

Whether I buy at 18p or wait for 13p, I will still make more money by buying more at 18.75p today than if I kept my same holding and went vertically up from 28p - in which case I would never have topped up. The SP will still arrive at the same future peak, but may be on a differennt day. And, for all you traders out there, you can have fun and profits too on the way without the need to denigrate less courageous investors.

I have read that consistent long term holding of fundamentally good companies (for those with the nerve - ah! so an investor is not necessarily less courageous than a trader - I see) over time outperforms the more frenetic trading in and out of a stock. Is this true? Luckily I don't need to know the answer to that one, because whatever anyone else makes out of this stock will not affect to any significant degree what I make. Companies who produce real goods create real wealth and the trade in their shares is not a zero sum game.

I retire with bated breath against what tomorrow may bring in Tim Freeborn's so-called roller-coaster ride.

sd

hello eric. long time , no hear. a good summation. you have been missed. i agree, sd....tomorrow will be an interesting day.

Tom Bullford - the man who recently gave people ARX and TPA ??? Nice droppers were they ???

Still very overvalued - over ramped - over tipped - over hyped - and still NO ORDERS - apart from 2 when around 900 are in the price.

Break below falling trend line - could be a massive drop coming by late afternoon once the MMs mark up to open to give a fake bounce then drop it later perhaps followed by more WT sells late in the day ?




Looks terrible - higher rate of fall coming soon ?? Who knows

I issued a warning on this thread yesterday about abusive posts etc. And yet again this morning I come in check this thread and it seems to have moved back to childish name calling.

I will be reviewing this thread this morning to see whether any action is necessary.

As an aside, may I remind you that this thread is about SEO - can we stick to that please?

Ian

morning ian. the conflict is between traders and investors. it might be an idea for traders to have their own thread in the trader's room.

Morning all - morning Eric - what a breath of fresh air - where the hell have you been - look what has happened in your absence

Looking forward (not) to an interesting day

Baza

Well - a reasonably positive start -

Baza

Morning baz, bos, lets hope for a good day, no bombs no nutters, no panic.
Good post eric hope you had a nice rest.

to EWRobson,

Eric,
Confession time...............have lost your reply.

Do you have a copy to send me ?

Where it is I cannot imagine.

Regards

Predateur

A fat lot of notice you pay to the R/Page for the last couple of months the link to Premier Technology was wrong taking you to a totally unrelated Web Site, now corrected, pay attention!!

Watch out there's a predateur about, shouldn't that be predator.

Good chap, predateur - came third in the golf challenge; won't say who won it!

Good positive trading today with steady buying - level 2 shows a significant order book. Great post from our nocturnal dog; suspect he then nodded off and dreamt of bones, or 'n.b. SEO' (clever that!). Interested in your comments on the third trial as the trigger from the US. The Evo quote I gave seems to imply that they are testing a wide range of products with the primary purpose of reporting to ASDA suppliers the level of cost savings so that they are then shared between ASDA and the supplier; ASDA are not using their exclusivity year frenetically but as part of a clear strategy to maximise their own cost savings (reduced payments to suppliers) and also ensure maximum take-up. Presumably the results will be available to Walmart but not to competitors so it will be difficult for a competitor to follow the same strategy without their own trials. Interested in comments.

Eric

Eric,

A HUGE thank you for rescuing this thread.

The bears are conspicuously quiet today. i am sure they will be back is the stock starts to trade lower.

One important point is that the stock is now SETmm. A big difference in that it is so much easier to trade and stack the book.

its all about the US and RNS containing order flow. I can see the highs retested in the coming weeks now that some of the stale bulls and stop losses are out.

thx again

rgds
PT

Thank you Ian, I'm fed up of having SEO thread hijacked.

i agree

LOL. But who are the axis and who are the Allies???

What I like about your picture, driver, is the projection - the axis (or bears) tie themselves up and disappear down the channel plughole. I believe that is where Ian Taylor has despatched them!

Eric