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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


Oilywag - 25 Aug 2005 16:32 - 8569 of 27111

Driver

I keep tabs on three boards, including FYB and today there has been more "cr@p" on this board than the two others put together.

However, having said that, there is generally a higher level of discussion here than on one of the others.

The oily one

Biscuit - 25 Aug 2005 16:55 - 8570 of 27111

Now are those large trades buys or sells??

EWRobson - 25 Aug 2005 16:59 - 8571 of 27111

Appreciate an explanation from any level 2 experts re the movements post-close. Sitting quite happily with a spread of 19 to 19.5p when up came 18.75 for the latter at 16.33 for a volume of 267: didn't last for long before it vansihed. Does anyone feel they can see the movements in SEO from Level 2 info?

marcus: you address your queries to me althoguh there are others who are closer to the company and the trade. I take particular note of andysmith as working in the trade: he recently reported that orders were accumulating from other ASDA suppliers. I think the only changes in the last three months are: (i) the roll-out has slowed somewhat due to the extended ASDA trials; (ii) nevertheless, these trials were received very positively by ASDA and their suppliers clearly instructed to proceed with orders and in any case their payments would drop on the assumption that they did implement; (iii) positive progress with Biotec and Starpol. Its interesting that the CEO in the US has shut up, obviously under instructions and something is clearly cooking over there, hopefully Wal-Mart. I would be very surprised indeed if WM did not go for Greenseal (presumably with Starpol) in a big way.

This is an investors thread. Short-term trading is an art in itself. I personally invest (with SEO) via CFDs so there is a short-term element there. But it is easier to look ahead some months to when the whole show is on the road. Greenseal remains, so far as I understand, the only product for which we can assess the profit contribution. The sp has built in 1000 machines or so over the nest 2 to 3 years. evolution have not revised their forecast but point out that the size of the market is something like 50000 machines. I am still basing my targets on 5000 machines or an sp of about 1 which would be achieved when that level of target is confidently predicted by the analysts. evo are sitting on their hands at present, quite rightly, but give Tim Freeborn details of a juicy contract and we will quickly have some revised projections. The main thing is to be in for the play which I am saying is a 5-bagger. I think this is pretty close to the concensus from the longer term contributors to this thread. I am reasonably comfortable with this view; what I am not so comfortable about is the short-term trading prospects coming up to the EGM as we just do not know what is to be announced if anything. If its nothing or not much then the market will be disappointed; unlikely, but we don't know. If its Wal-Mart, up and away; unlikely but we should have some progress report. Most likely, a middle route but with enough to act as a basis for sp progress. After all, if they are approving the placing of more shares, even if for an eventuality unknown at present, then they will want to see a healthy market in their shares. Hope this helps. Other views?

Eric

Mad Pad - 25 Aug 2005 18:05 - 8572 of 27111

I have found a patent on the european patent office site ,number search wo 2005051780,concerning RF welding and sealing.Perhaps someone more versed in these matters may care to look at it.

bosley - 25 Aug 2005 18:16 - 8573 of 27111

volume is well up today when compared to recent volumes. number of posts and new posters is well up today. guess that means the traders are back in town.

oblomov - 25 Aug 2005 18:55 - 8574 of 27111

Only mention TB makes (RHPS) this week unfortunately is:-

This Week's Pie Throwers:

Stanelco -16%
Intermodal Resources -12%
Delling -7%

paulmasterson1 - 25 Aug 2005 20:33 - 8575 of 27111

Mad Pad Hi,

Very interesting patent. They are using paperboard, coated with plastic, which is then folded and RF sealed, to form food containers for sandwiches. Take a look at the 'Mosaics' it's just a triangular sandwich box !

I cannot see it affecting anything Greenseal is currently being used for, or the things I have been discussing with another shareholder, which he has e-mailed his idea to HQ on.

Check out the IP owners website .... http://www.colpac.co.uk/Colpac/home.asp

Cheers,
PM

andysmith - 25 Aug 2005 22:39 - 8576 of 27111

Why the fuss about the EGM? Its not about Greenseal and its not an AGM, its about approving the purchase of Biotec which IMO may open far many more new opportunities than even Greenseal. I find it frustrating that the market with SEO has developed the modern attitude of I want the news and I want it now. Believe me, Sainsbury/Tesco and etc will be chomping at the bit for the Asda exclusivity to be completed. If an announcement about Greenseal or US deals happens next week at the EGM I would be surprised but then maybe not with SEO, however the EGM should be about SEO explaining the reason for this purchase and what Biotec can bring to the party with some timescales. I understand that Starpol could be the real star and investors should back this move. What the sp does after next week will depend on how the news is interpreted and what the expections of the EGM were of long-term investors/short term investors and traders, should be interesting!!

paulmasterson1 - 25 Aug 2005 22:49 - 8577 of 27111


Hi All,

Looking at the chart at the top of this page, on a lack of news to move the S.P up above 20p, we would drift down to 17p over the next 2-3 weeks, where we would hit the 200 M.A, and hopefully bounce gracefully back to 20p over the following 4 weeks.

Things are never that simple though .... LOL !!!!

Cheers,
PM

greekman - 26 Aug 2005 07:44 - 8578 of 27111

Officially, Tesco's prices are lower than Asda's for the first time. Yet another reason for Asda to push cost savings lower quicker via any method that is available. Also Tesco will be looking to increase its market lead. No doubt they will be looking at any innovations that Asda are currently using, although I would think they are well up with the game. price wars have been with us for several years now, but competition and margins have never been so tight. Just wait till the 12 months is up.

http://news.independent.co.uk/business/analysis_and_features/article308234.ece
By Michael Jivkov
Published: 26 August 2005

Tesco jumped 5.75p higher to 331.5p as Goldman Sachs found that for the first time since starting its study of grocery prices in the UK, the supermarkets group offering is cheaper than arch rivals Asda.

Mad Pad - 26 Aug 2005 08:26 - 8579 of 27111

PM thanks for looking at that patent.Rgds Mad Pad

Oilywag - 26 Aug 2005 08:45 - 8580 of 27111

Morning all

For those that are going to the EGM, a question of a slightly more light-hearted nature to ask the Directors:

Do they approve of Paul Masterton's SEO research web site and has any of the enquiries he has directed to the company proved helpful.

Now let me hasten to say that in proposing the question, I am not indicating that I disaprove of Paul's site. I think he does a wonderful job of providing quality information to new investors who wanting to get handle on the company's future business prospects.

The oily one

seroxat - 26 Aug 2005 08:48 - 8581 of 27111

Do we know of anyone going to the EGM and if so are there a list of questions we might ask them to put to the directors on our behalf?

bosley - 26 Aug 2005 09:30 - 8582 of 27111

sharesure is going and he has a list .

driver - 26 Aug 2005 10:05 - 8583 of 27111

Oilywag
I know you are a member of pm1's fan club, but I think there is more important stuff to ask the SEO directors than what they think of a punters Web Site, may be I should ask them what they think of my Research Page.
Bring back seq, all is forgiven.

bosley - 26 Aug 2005 10:28 - 8584 of 27111

here, here

seroxat - 26 Aug 2005 10:34 - 8585 of 27111

Might be asking a bit much but can anyone post the questions to be asked?

Oilywag - 26 Aug 2005 10:35 - 8586 of 27111

Driver

Although I think that PM's research web site if great, I am only a fan of Paul's more reasoned and measured posts. I am sure that he knows that.

And without wishing to be patronising to you, I had in honesty overlooked your site with which I have only recently become acquainted. The chronological list of events and the list of 26 points giving the full background to recent develoments is exhaustively thorough and detailed. Don't know where you get the energy or find the time.

If any investor ever needs to remind themself of the reason for investing in SEO then your two sites provides all the confirmation that their decision was based on sound and logical thinking at the time of making the investment.

What was behind my propsed question is whether SEO think you guys are providing a service which they are not. There have many comments on several bb that the company is not moving quickly enough to use the web as an effective shop window for their different products.

I would also love to know what income before tax they are expecting each thousand machines converted to Greenseal and using Starpol trays to yield to the company. That would put an end to a lot of inaccurate back of the envelop forecasts which appear on all the boards and are not helpful to new investors evaluating SEO as a medium or longterm investment.

However, I suspect that questions of that type will remain unanswered if submitted.

The oily one

BKK2 - 26 Aug 2005 10:39 - 8587 of 27111

Driver,I personaly think you have made a brilliant research page,but I didn't think Oily was asking seo management to rate different web sites or pages,I felt their answer re Pauls web site could be quite interesting re any referals they may have had from it or other comments they may wish to make.They may well be more important information sought.but I thought a valid question never the less.
Peter

bosley - 26 Aug 2005 10:41 - 8588 of 27111

oily, i would recommend actually calling the company ,(probably after the egm). i have found seo to be very good at pr and dealing with shareholders. i am sure they will answer any questions over the phone.
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