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

now that 10p out of the way..
It does seem to have become a buy on weakness play atm

Lots of buys going through this PM...

Bos
Your not helping Eric with his 75k extension, he will be getting you to do some soul searching next.

sold my 50k for 11.75 this am, but now back in at 10.25p with some FREE shares.

lol@driver. no, just re commencing work on my house.taken a year off after complete refurbishment. now im under orders to finish off all those little jobs i didnt get around to and to get started on the gardens. mind you, if seo keep on going like this , i will be having my own extension done.(sp would need to be in s though).
fantastic volume , once again. well done suprrod.

10.25p? how did you get that!!!

Wilbs, let's hope we are right. It will take a lot of nerve to hold out. I have been tempted so many times and take my profit (as my instinct tells me) but have resisted and continued to buy. Fingers crossed for everyone, let's just sit tight and ride out the blips, of which we can be sure there will be.

I agree jacks, seo have got such a fantastic product and I cant see what can go wrong, the worst would be no supermarkets sign contracts but can anyone really see that happening? I no nothing is ever certain or guaranted but seo have got more + than - on their side.Has anyone set a stop loss? I have not and would not on a share like this.
wilbs

bosley, i merely asked

oops...........a typo in the excitement.....meant 11.25 ( hangs head in embarrassment )

Evolution have released an update today with a new price target for SEO of 20p

Stick with it everyone. We can all make a huge profit out of this.

what time did they release it, Bicy.

From AD_VFN


The EVO update has arrived !!!!



Stanelco and Asda have announced that the results of the first production
trial have beaten expectations. RF-sealed portions of food have lasted
better than heat-sealed food. We raise our price target from 10p to 20p.

We believe the company is on the verge of a startling transformation from
struggling manufacturer to globally successful developer of packaging
technology.
Todays statement reports exceptional results for odour and appearance of
raw food and for odour, appearance and taste of cooked food. We
understand that many of the portions tested were coated in sauce, a key
problem area for heat sealing. These improvements have been achieved
while still reducing packaging costs by 20% and drastically reducing energy
use on the production line.
Without getting too far into detail, this news means full commercialisation is
only weeks away. We expect to see RF-sealed units in Asda supermarkets
within two weeks and anticipate the first commercial orders for RF units
within three weeks.
Based on this confidence we have revised our forecast to bring them closer
to the companys own projection of 200, 1000 and 1000 installations in
FY05, FY06 and FY07 which we outlined in our note of 11

These numbers may seem far-fetched, but we believe they are likely to be
cautious, certainly for the later years. The main risk from this point is the
emergence of a rival system with similar cost-saving abilities. At the moment
there seems to be nothing on the horizon and the company is investing heavily in
legal protection of its intellectual property.
We have not included any revenues from the FrogPack cardboard box design
which was launched earlier this month. This looks promising, but it is too soon to
guess volumes. In any case, they seem unlikely to be material in comparison to
the tray-lidding project.
The results for October 2004 are to be published on 28th February. They will not
look pretty. We expect the company to make a fullish (in its view) provision for its
legal battle with BioProgress. This has cost 0.8m and there is a threat of
damages, although we believe these are unlikely or will be minor. We have set
aside 1.0m in 2004 and a further 0.2m in 2005.
In theory the profit stream at stake from non-gelatine capsules might be worth
10m to 20m per year. This is a serious amount of money but in the context of
Asda it is hardly central. The main point is that Stanelco wants to show it is
serious about defending its intellectual property rights.
Setting a price target is never easy in an emerging technology. We need to be
realistic about the length of time before rivals find a way to get round Stanelcos
patents and replicate its know-how. The importance of the food-sealing
opportunity makes this look a one-product company, which again increases the
perceived risk.
Stanelco points to FrogPack and to the opportunity from its biodegradable
wrapping film. Licence revenues from these could be substantial in the medium
term. But in the short run the shares are bound to bear a larger risk premium.
Even so, a fully taxed PE for October 2008 of around four hardly looks
demanding. Investor enthusiasm is likely to drive the price much further before
excitement cools.

mmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmmm

Just back in after a day out, although I saw the announcement before leaving. Marvellous to see the excitement on this board; also to see the large buys as the institutions move in - that's the result of the cap. coming up to 100m whcih is starting point for many. Hope I've still got a sense of perspective. Negatives are (i)cc but that is likely to be relatively small beer as must relate to the value to SEO or negative value to BPRG and it has nothing to do with lidding applications; (ii) likely to need additional funds but sp will be high enough to support conventional placing plus limited rights issue for holders; (iii) RNS refers to additional in-store retailling trials so we need to be patient before roll-out of revenue. Positives are: (a) this is a huge step forward and removes a great deal of risk from the investment; (b) it is good that contract negotiation will result in an additional RNS; (c) the institutions are now coming in in a big way.

I think it improtant that holders should not look on SEO as a conventional investment where you take profits having gained 30%, 50% or 100%. Every year there is a small number of emerging shares which change from a valuation as a promising newcomer to a rapidly expanding, broadly accepted player in the market. ASC was in that category last year: they were somewhat ahead in trading terms at the beginning of the year but moved much more rapidly to being profitable than expected and now people take their 75-100% sales growth rate as the norm. By the end of this year, Seo will have major contracts in the bag, will be rolling out machines at 40K a time, have commenced their on-going royalty charges and the world, including the US, will be their oyster.

So what will SEO's value be then? I could try to answer that, but that is not the point of this post. The point is to say: forget the share history and the relatively important negative points and BUY SEO. If you are a holder, don't even think of 'taking profits', but ACCUMULATE. Like Dynamite I am so heavily loaded I am not taking my own advice! But forget the truisms like "its not a profit until you've taken it". What nonsense! You have a real asset in the shares - don't let yurself to be argued into selling that asset at a discount!

Eric

"The world is they lobster " [ Del' boy. ]

Good post Eric as you say SEO is different to other investments at this stage, glad I held on yesterday, thanks to all the information posted on here...

mange tout aldwickk!!

Well Eric - I am afraid I was one of the disbeleivers and have sold out a couple of times - only to see the share price surge ahead again - so I have been pursuaded now to get back in and stay in - have missed out on a bit of the price surge - but still massively in profit - thanks mainly to yours and others postings. If I had followed my own analysis - I would have taken my 100% profit and be long gone - but thanks to you - I am still (back) in.

Basa