bosley
- 20 Feb 2004 09:34
Sharesure
- 17 Aug 2005 15:11
- 8407 of 27111
Eric, One thing that the directors said at the AGM to do with Walmart, was that what SEO were able to offer them in terms of meat packaging would enable them to change fundamentally how they currently go about that side of their business. At the moment they have in-house butchers; with the longer shelf life attributable to Greenseal, they could presumably bring in their meat from a distribution point, probably saving a great deal in the process. That sort of re-engineering would take time, if only to deal with the manpower implications. So we are right to be patient, much as earlier news would be welcome if it was possible
EWRobson
- 17 Aug 2005 15:34
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Sharesure: I remember the comments. That's one of the reasons why I think there will be a big deal with Wal-Mart, but it is a strategic matter and may take time to negotiate and set up. Suspect we will be able to read between the lines of copmments at the EGM. You are going, aren't you, and no doubt you will be digging down this avenue. I feel every other issue, including Biotec, frogpack, other markets and products, pales into insignificance as a world-wide marketing deal with WM would be worth 1 on the sp!
Eric
Sharesure
- 17 Aug 2005 16:10
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Eric, I will be going to the EGM and will try to glean what I can. I am sure you are right about Walmart; one thing the Americans are good at in my experience is taking financial decisions and I suspect Walmart are true to that as well. Walmart would be a real boost when it comes, in particular the credibility it would give in talking to others. Hope SEO do not get driven into another 12 month exclusivity deal unless logistically they could not cope with more.
EWRobson
- 17 Aug 2005 16:20
- 8410 of 27111
Sharesure: agree except perhaps re the exclusivity angle. The ASDA deal obviously locked ASDA in but also allowed SEO to focus rather than be diluted over the various supermarkets operators. SEO would only benefit from such a deal with WM if the scale was such that it would lock in resources for the following year. I have a sneaking feeling that it will go that way!
Eric
Sharesure
- 17 Aug 2005 16:32
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Eric, Good thinking, provided they do not also expect to screw down the terms too tightly as well.
You didn't say whether you are going to the EGM. If you are, let me know by email how to to recognise you, assuming you are happy to be recognised!
bosley
- 17 Aug 2005 17:25
- 8412 of 27111
sharesure, go to pth's golf challenge thread to see a shy looking eric collecting his trophy.
i think eric pointed out the "turnkey" phrase in the last major rns. seo cannot provide this until the biotec deal is done and dusted.
i also have a little bit of uncertainty about biotec's patents. who does actually own them? biotec or kashoggi? the link to the earthshell page made things a little muddy, but then again, considering seo's recent history, i would imagine that balchin and his board are experts in patent law and ownership, and it's not something seo should be stiffed on. can anyone clarify?
Sharesure
- 17 Aug 2005 22:47
- 8413 of 27111
Bosley, either I'm not doing something right but my search facility on threads does not seem to find anything. Guess Eric will have to remain anonymous. As for EGM questions I have quite a list to ask on the subject of Biotec, etc. Always happy to ask questions for others too.
FONTY
- 18 Aug 2005 07:48
- 8414 of 27111
A gasp as I sip on my Irn Bru this morning!
bosley
- 18 Aug 2005 09:56
- 8415 of 27111
morning all. fonty??? wtf?
hewittalan6
- 18 Aug 2005 10:03
- 8416 of 27111
Morning Boz. Something mixed with the Irn Bru, methinks!!!
Alan
Oilywag
- 18 Aug 2005 11:02
- 8417 of 27111
Morning all
Never thought I would say this as I have been an FYB addict on SEO for some time now. However, some of its members have reduced the intelligence level on FYB over the past few weeks and now I quite enjoy reading this board.
There are several contributors on here with some very sound and clear thinking which helps to keep the content within the realms of reasonable possibility rather than a load insane hyperbole.
Keep up the good work.
The oily one
paulmasterson1
- 18 Aug 2005 12:41
- 8418 of 27111
Eric Hi,
Wal-Mart don't have in store butchers, they got rid of all of them a few years ago, and changed all Wal-Mart meat to case-ready in MAP.
Cheers,
PM
Sharesure
- 18 Aug 2005 12:58
- 8419 of 27111
PM, I was quoting what Howard White told me at the AGM; I would have thought that he should know as he had just returned from the States having set up SEO's office there. If he doesn't know what he is talking about then that is worrying.
paulmasterson1
- 18 Aug 2005 14:45
- 8420 of 27111
Sharesure Hi,
From the info on my website ....
Chris Simons, group brand manager of case-ready meat for Cargill, Minneapolis, MN, which owns Excel, says Other retailers have converted part of their casebeef, pork, or grindsor some stores to case-ready, but Wal-Mart is the only retailer that is 100-percent case-ready. Cargill operates seven case-ready meat plants that supply product to retailers such as Wal-Mart, Kroger, Shaws, and Teeters, Simons says.
Wal-Mart would not respond to our inquiries except through a spokesperson who stated: We have had positive customer reaction regarding our case-ready meat product line. We find that case-ready meat offers a variety of benefits to our customers including enhanced quality control, better overall appearance, and the increased ability to keep products in-stock.
Just what is case-ready meat? Meat industry veteran Dan Murphy, former editor of Meat Marketing and Technology, and now vice president of public affairs with the American Meat Institute, defines case-ready as Fresh meat prepackaged and/or prelabeled at a central location. Packaging ranges from film-sealed trays to pouches, bags, chubs and thermoformed packs using vacuum or other type of modified atmosphere packaging.
Cheers,
PM
paulmasterson1
- 18 Aug 2005 14:47
- 8421 of 27111
Local authorities face stricter targets on the amount of waste sent to landfill
and as the costs of disposal significantly increases due to increases in
landfill tax,
the UK will have to find radical solutions to reduce waste and
increase recycling. PM Group, established in 1985, is well placed to address
this market with its popular WasteWeigh system for waste vehicle payload control
and its accredited and patented BinWeigh system for weighing the amount of waste
and recyclables in wheeled bins as they are being emptied.
http://www.companyannouncements.net/cgi-bin/articles/200508181400172530Q.html
greekman
- 18 Aug 2005 14:51
- 8422 of 27111
I posted this on another board a couple of days ago.
This is one of the best explained articles on the future of oil I have read, its well worth a read, Note the view that the cost of oil based packaging will double.
Although we never know what the future holds, the views given by the author are scary.
Just one excert.... Shipping costs will quickly double, as will the cost of packaging with plastic.
http://www.americanchronicle.com/articles/viewArticle.asp?ar ticleID=1888
How Serious is Peak Oil?
by Thomas Dawson
August 16, 2005
paulmasterson1
- 18 Aug 2005 16:45
- 8423 of 27111
Greekman Hi,
Than link is now duff, this one is OK though ....
http://peakoil.blogspot.com/
Cheers,
PM
bosley
- 18 Aug 2005 16:45
- 8424 of 27111
buys nearly twice sells. almost 2m in wt trades showing as buys and we drop. why? (scratchy head time)
paulmasterson1
- 18 Aug 2005 16:59
- 8425 of 27111
Bos Hi,
It's getting closer to the EGM, possible news time, and the MM's will drop the price to fill big orders now, knowing that there is likely to be more smaller buys as we get nearer to the EGM, and they can bump the price back up then.
Cheers,
PM
greekman
- 18 Aug 2005 17:12
- 8426 of 27111
PM1
Thanks re the new link. But if you want the full original article go to link below. There was a gap in the original link causing the browser to be unable to find page..
http://www.americanchronicle.com/articles/viewArticle.asp?articleID=1888