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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


stockdog - 26 Jul 2005 14:42 - 7841 of 27111

In the Dogsford Shorter it has the following entry for "elucidate" - making clear to a young man how he is expected to behave when taking ones daughter to the pictures (my daughter is blessed with the name Lucy)!

Your analysis leads me to reiterate my own view that the current retracement is caused by the single factor of uncertainty as to why the third trial announcement is later than we all imagined. Whilst this delay is not of itself a definably bad thing, it is easy to see how market sentiment, especially amongst the more traderish elements, may be turned off by it.

Everything is set fair for roll out as soon as the success of the third trial is announced (Bosley has been told by SEO not to worry about it, I believe) and meanwhile Biotec has been snapped up with possibly equal potential to Greenseal itself, although it has more mystified than electrified the market it seems, which has generally missed the point that a JV is an exceptionally powerful tool for expanding ones own business with the use of someone else's capital whilst simultaneously creating a positive cross-sell situation into the JV partner's market. Biotec is as clever as anything SEO has done to date IMHO.

So, yes a buying opportunity to take this stock deservedly overweight in ones portfolio which I have been busy doing over the last few weeks.

Roll on the roll-out - rofl!

sd

insiderinside - 26 Jul 2005 15:12 - 7842 of 27111

From todays RNS -

26th July 2005
Stanelco plc ('Stanelco' or 'the Company')
Biotec Joint Venture wins 20m annual order from SP Metal S.A. ('SP Metal')
Stanelco, the RF (radio frequency) applications group is pleased to announce
that it has received a CONDITIONAL commitment from SP Metal its Joint Venture ('
JV') partner in Biotec for an annual purchase of approximately 10,000 metric
tonnes of Biotec's biodegradable pellet worth in excess of 20m per year.

What are the conditions ????


And it is old news -

5th July RNS

SP Metal will be able to provide orders for Biotec products that will contribute
to its overheads, enabling it to concentrate further resource on research and
development. Stanelco will retain a golden share in Biotec until 31st December
2009 which will give it the right to break any deadlock arising in material
matters affecting the Joint Venture. Stanelco will also retain all the
manufacturing rights to Modified Atmosphere Packaging ('MAP') materials.


So why release this news - as its old news as was stated in the 5th July RNS - and why no mention of the conditions ?


Its all a game of smoke and mirrors - hiding certain truths for as long as possible IMO -

So lets see if we get YET MORE WT Sells at the end of today - IMO there is some serious dumping going on - and forget buy/sell volumes - with SEO due to delayed trades you never know whats a sell or a buy - ;-)

Is someone selling big time from the 19th of July (yes as the price is still in downtrend) ? I wonder why ???? ;-)

DYOR.

insiderinside - 26 Jul 2005 15:15 - 7843 of 27111

I would buy shares in any company called RNS "R" US - they must make a fortune the amount SEO must pay in a year for RNSs.

And thats how the company treat their shareholders - cannot make a profit but happy to waste money on pathetic RNS releases IMO.

One could say its all hype and no action - now there is a thing.

robinhood - 26 Jul 2005 15:20 - 7844 of 27111

ii, I know a fun game for you. Get 9 of your mates -if you have that many- and have a 5 aside football game on the M25

paulmasterson1 - 26 Jul 2005 18:09 - 7845 of 27111


Hi All,

Re the 2m trade at the close, it could again be a buy or a sell, but the closing price suggests again it's a big sell into news, and being a WT trade, they were no doubt hoping for a lot more than 20p, but the news wasn't big enough to push the price much higher than 20p bid, so that's all they got in the end.

I think it could be EVO or KBC selling still, and the other MM's will know who it is, and they will be keeping pressure on them, by keeping the price lower than the placing price. My thoughts are that when they have sold their pile, they will go on the offer, and the other MM's will allow the price to rise back to 24p very quickly.

If we get more news before they sell their pile, expect to see no big gains, and more big selling on WT trades, until they are done.

It doesn't affect my 3-5 year plan, but hurts the day traders hoping for a few very quick percent, just after 8am.

Value always returns to a stock, after the MM's have finished playing :)

Cheers,

PM

bosley - 26 Jul 2005 18:13 - 7846 of 27111

well said eric and sd. i really dont know how anyone can say the price is in downtrend looking at the chart above.

stockdog - 26 Jul 2005 21:09 - 7847 of 27111

well, bos, because it is, I suppose. Let's hope the resistance of 18 from late March have turned into support now, hence the bounce from this level recently. Mixed with some good news, we shouild build back up to the 20-23 level before another hike upon announcement of a successful third trial.

sd

driver - 26 Jul 2005 21:55 - 7848 of 27111

bos
I'm with you on that one, all I know is one day we are going to see 50p then a 100p-150p+++
in the short term I don't know what the chart is doing.

driver - 26 Jul 2005 22:02 - 7849 of 27111

Stanelco Takes First Order for 100% Biodegradable Material in Europe; Partner Invests $25 Million in New Starpol Product
TUESDAY, JULY 26, 2005 2:54 PM
- BusinessWire

ORLANDO, Fla., Jul 26, 2005 (BUSINESS WIRE) -- Stanelco Inc., the American subsidiary of British-based Stanelco Group (UK:SEO) , has received a conditional commitment from joint venture partner SP Metal to buy 10,000 metric tons of its new biodegradable resin material, Starpol 2000(TM), for $25 million a year.

The new starch-based material can be used in place of oil-based products, such as plastics, and will completely biodegrade in an active compost in approximately 60 days. The material can be used in sheet or film form for such diverse products as food containers, carrier bags, shopping bags and many other areas where high-grade plastic sheets are used.

This announcement comes on the heels of Stanelco's acquisition of Biotec Holding GMBH and subsidiaries (Biotec), one of the world's leading exponents of starch technology, in June 2005.

"This commitment demonstrates that the market for starch-based programs is set for significant growth," said Stephanie Morgan-Fisher, CEO, Stanelco Inc. "We look forward to the prospect of completing the acquisition in the next few weeks."

The starch-based resin material is compatible with most extruders and thermoformers currently used in manufacturing, and can quickly be employed by companies reliant on oil-based products without any capital investment. The biodegradable granulate can also be used in blown-film applications.

"As oil prices continue to spiral upward, Starpol is increasingly becoming more cost-competitive, and already in some cases is less expensive than its oil-based competitors," said Morgan-Fisher. "Landfill space is in short supply and governments are seeking alternatives to non-renewable, non-recyclable substances.

"Stanelco is currently in discussion with a number of multi-national organizations to discuss the supply and usage of considerable quantities in the United States and worldwide," added Morgan-Fisher. "It will be a matter of weeks before we are in large scale production, as the material has performed so well on existing equipment during recent trials."

Starpol 2000 is the latest in a series of advancements into the packaging industry by Stanelco. Earlier this year, Stanelco introduced its GREENSEAL(TM) Radio Frequency sealing process. The process enables mono materials like APET and CPET to be welded without the use of any laminates, thus lowering the costs of materials by up to 25 percent. GREENSEAL also welds through contaminate, increasing the successful seal rate to 99.9 percent - virtually eliminating leakers in the case-ready industry.

The two technologies work hand in hand with each other, now allowing companies to explore a completely new arena for unparalleled success in MAP packaging. Stanelco is speaking with a number of major food suppliers in North America and the United Kingdom.

About Stanelco Inc.

Stanelco Inc. is the US subsidiary of the Stanelco Group (UK:SEO) , a company with its roots in using and developing radio frequency (RF) applications. Over the past two years it has been moving into environmentally sustainable packaging solutions.

SOURCE: Stanelco Inc.

driver - 26 Jul 2005 22:06 - 7850 of 27111

I like this bit.

"Stanelco is currently in discussion with a number of multi-national organizations to discuss the supply and usage of considerable quantities in the United States and worldwide," added Morgan-Fisher.

paulmasterson1 - 26 Jul 2005 22:27 - 7851 of 27111

Another excellent Business Wire release from HQ :)

This bit .... "Stanelco is currently in discussion with a number of multi-national organizations to discuss the supply and usage of considerable quantities in the United States and worldwide," .... I know of one company, because it was the idea of A.N.Other shareholder to offer them TPS, and we are talking a massive volume of TPS, if they go for it, which I think they will.

And this bit .... "It will be a matter of weeks before we are in large scale production, as the material has performed so well on existing equipment during recent trials." .... so the trials of trays and film are going so well, they are going to ramp up production.

The more they produce, the cheaper it becomes, and therefore the more customers they get for it.

As for .... "The biodegradable granulate can also be used in blown-film applications." .... if your wondering, look at this .... http://www.bpf.co.uk/bpfindustry/process_plastics_blown_film .cfm

Typical applications include Industry packaging (e.g. shrink film, stretch film, bag film or container liners), Consumer packaging (e.g. packaging film for frozen products, shrink film for transport packaging, food wrap film, packaging bags, or form, fill and seal packaging film), Laminating film (e.g. laminating of aluminium or paper used for packaging for example milk or coffee), Barrier film (e.g. film made of raw materials such as polyamides and EVOH acting as an aroma or oxygen barrier used for packaging food, e. g. cold meats and cheese), films for the packaging of medical products, Agricultural film (e.g. greenhouse film, crop forcing film, silage film, silage stretch film).

.... one of those applications, is the one suggested by A.N.Other shareholder :)

Cheers,

PM

paulmasterson1 - 26 Jul 2005 22:28 - 7852 of 27111

From Packaging Digest http://www6.lexisnexis.com



July 26, 2005, Tuesday

Oil price pushes Reckitt to cut plastic packaging

By Philip Aldrick

THE high oil price has forced consumer products group Reckitt Benckiser to be more environmentally friendly, succeeding where green lobbyists have failed.

The group, which makes stain remover Vanish and Airwick air fresheners, has cut back on packaging to offset the rising cost of oil-derived plastics. Bart Becht, chief executive, revealed the move at yesterday's half-year results. "We have re-engineered several products to take out much of the plastic," he said. "It's more environmentally friendly and it helps our profit margin." Display packaging is also being reduced. In some cases, cardboard has replaced plastic "blister packs".

Environmentalists have lobbied hard but to little effect for manufacturers to use less packaging, which now accounts for 40pc of Britain's household consumer waste.

Reckitt will stick with the new packaging designs even if the oil price falls dramatically, Mr Becht claimed. Reckitt's half-year operating margin rose 0.3 percentage points to 17.1pc - better than analysts expected. The group plans to raise this to 20pc.

Pre-tax profit rose 16pc to pounds 360m on revenues 8pc higher at pounds 2.01billion. Volumes rose 6pc - "well ahead of industry average", Mr Becht said. He raised Reckitt's target for profit growth from "low double digit" to "at least mid-teens", and lifted next year's planned share buyback spend from pounds 300m to pounds 350m. The interim dividend was raised by 13pc to 18p, payable on September 29.

Including share buybacks, the group will return pounds 1.1billion to shareholders. Reckitt has pounds 760m of cash, giving it a pounds 2billion war chest for acquisitions "if opportunities arise". The shares rose 42p to pounds 17.07.

Cheers,

PM

paulmasterson1 - 26 Jul 2005 22:36 - 7853 of 27111


Hi All,

Are seq and dil banned after my string of complaints of abuse on my BB ?

I don't see them trashing my BB anymore, or any reference to them here, which is very pleasing :)

Cheers,
PM

paulmasterson1 - 26 Jul 2005 22:44 - 7854 of 27111



ii wouldn't know a trend if it fell out of the sky and hit him on the head ....

THIS is a trend ....

paulmasterson1 - 26 Jul 2005 23:19 - 7855 of 27111



Hi All,

Worth a read if you have 10 minutes, this describes the 'old fashioned' method of RF sealing, Greenseal is much better, utilising solid-state devices, rather than oscillator tubes, therefore making it more controllable, thinner welds, tighter welds, and less electricity per weld. The other advantages mentioned on this page, also apply to Greenseal .... note that ultrasonic and induction are nowhere near as good as old-RF, let alone Greenseal ....

http://www.devicelink.com/mddi/archive/99/12/003.html

In fact I will just edit in this bit, as it stuffs ii's drivel completely :))))

"Other methods, such as thermal, impulse (a switched thermal), or ultrasonic sealing, do not share this advantage. For example, temperature profiles taken during thermal and impulse processing indicate that the hottest spot is where the dies touch the outside of each layer of plastica condition that often causes degradation of the outside of each layer before the interface reaches melt temperature. (Thermal and impulse sealing functions best with certain very thin [<0.006 in.] films and with polyethylene, polypropylene, or polystyrene.) Ultrasonics, on the other hand, works like a jackhammer, pounding the plastic from 20,000 to 40,000 times per second, with the resulting friction creating heat and thus melting the plastic. Again, the temperature profile is less desirable than that with RF. These alternative processes are limited in area of seal, lack repeatability of acceptable seal quality, and do not have the ability to produce tear seals. They are often employed in small-area spot sealing or in applications for which product appearance is not important, such as polybagging or tack sealing to locate parts. "


Cheers,

PM

insiderinside - 27 Jul 2005 01:38 - 7856 of 27111

driver - ref to the business wire - oh dear -

I love the bit from Steph - spin spin spin - the company were in discussions before (read the previous releases)- now they are just "Stanelco is speaking with a number of major food suppliers in North America and the United Kingdom."

SPIN SPIN

Speaking about what ? Saying hello everyday on the phone ? Once a week a little chit chat ?

They have gone from in discussion to now ONLY "speaking to people" and no reference to what they are speaking about - oh dear - looks like disucssions turned sour and now its just acknowldgement that SE0 are still on speaking terms with other companies - LOL

Let the cat out of the bag there did you Stephanie ?? ;-)

All IMO so DYOR !

markusantonius - 27 Jul 2005 06:51 - 7857 of 27111

II, if companies divulged exactly what was discussed behind closed doors then they would all end up having a name like yours, wouldn't they? I believe "insider dealing" is the in-phrase!

FYI I read more than I actually post and agree that we are all entitled to our say on a BB but please - your unsupported hatred for this fine little company has finally become so blatantly transparent.

Why not post on some other threads instead? Do you have any tips for us, any good companies worth investing in that don't offer spin? Please tell us?

P.S. PTH, before you ask - I'm due at the Clinic this morning hence the unGodly time of posting!

driver - 27 Jul 2005 08:11 - 7858 of 27111

insiderinside Re "I love the bit from Steph"

I like that bit as well, ii we haven't won you round have we.

ptholden - 27 Jul 2005 08:11 - 7859 of 27111

Markus

Clinic?

Your trip to Amsterdam last weekend caught up with you?

:-)))))))

insiderinside - 27 Jul 2005 08:29 - 7860 of 27111

Read the link below for the latest updates on Laser Sealing coming very soon.

http://www.pal.co.uk/uploads/documents/Amended_AlliotAss_HotTopic.pdf
-

Keep a watch on the link below for a Laser sealing update some time soon.

http://www.pal.co.uk/pressInfo.php
-

Retort Pouches Still the in thing and replacing more and more the MAP tray packing this old article clearly explains the reason behind why Retorts are now taking over from Trays in the future the trend is showing great increase in Retort Pouches in 2005 and exponential growth.

http://seafood.ucdavis.edu/Pubs/vacuum.htm

-

Has anyone worked out what happened on the 18th-19th of July - what caused those big sells - did a new report come out - something went wrong - something new on the market soon - why is there the big seller now ? - You must find out - its key to short - mid term future - IMO - DYOR.
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