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

markusant. It's at the offices of KBC Peel Hunt, 111 Old Broad Street, EC2 I spoke to SEO who have said that they are trying to keep the meeting to the single topic on the Agenda. Some hope. And why should they???

Forgive me, Sharesure, but what single topic?

am i the only one who still hasn't received the egm circular?

i haven't........how do they work out where you live (i know - tis a stupid question - but not really)

Markus.The acquisition of Biotec.

Hi all,

I said after the big drop of Wednesday this week, that SEO would bounce back to 20p+ by the close today, will I be correct .... LOL !

Nearly there :)

Cheers,
PM

SEO has been bouncing around the 18.75 to 22.00 for a while now. I bought this share back when it was 5.78 and have seen alot of movement. The question really is how far over how long this will go on for. Personaly I'm keeping Stanelco in my portfolio until Asda 12 trial of RF has expired. With a bit of luck frogpack will have gained major interest by then also which should help the shares considerably. I think this share could well top the 50p mark especially after the Asda exlusive trial deal ends and the technology is rolled out to other large supermarkets like Tesco, Sainsbury etc. Lets not also forget JLP & M&S, both these giants have been looking for some time on cost cutting which RF could provide a solution to....

I'm hoping not to have to wait until the end of ASDA's 12 month exclusivity deal before we see 50p.

To be honest neither am I!!! Just can't see how this may happen before though. The share price will be pushed up by RF lisence fees.... As you would have seen Asda have been slowly getting suppliers to change... I think the big push will come when more businesses after the Asda 12 month exclusive rights period are able to adopt... Stanelco need this business to ensure there technology becomes the industry standard and generates multiple revenue streams.

explosive: Your comments are fine for the UK only. Given that ASDA are owned by Wal-mart who clearly really need SEO's Greenseal and, I assume, Starpol then my comments above would lead to an expectation of 1 if there interest is global. Even if not, that should us up to 50p.

Paul: I can't see an easing back below 18p. That seems to be a support level; a break below 18p could move the share down from what I assume is a head and shoulders pattern (?).

sharesure: re the EGM, there can only be anything pertinent re the US if tehy are ready with an announcement and that would mean an RNS. Failing that, the key questions must relate to Greenseal take-up with ASDA suppliers and progress with Starpol and Frogseal. These questions relate to on-going order position and thus don't require an RNS and there is no reason why they shouldn't talk about them. Do we know whether there is an analyst briefing - no mention in 5th August RNS.

Eric

Hi all,

20p !

Seen 20.25p, and I bet we see it again before the close.

Last chance saloon before Tuesday, SEO's favoured RNS DAY and EGM DAY.

1 hour left ....

Cheers,
PM

Eric, Whether it's at the meeting or over coffee before or after I'll ask as much as I can before they bounce me out of the building! I take exception when directors try to limit shareholders in what they can ask, unless it would be commercially stupid to reveal that information.
Meanwhile, as I have said before on this thread, don't waste time watching the pot here, nip over to the thread on Chaco, CHP, for a bit of immediate action.

Something that's just occurred to me is that the directors probably know already whether the Biotec purchase has been approved. The age of reason foundation and several other big shareholders will have already 'cast their vote' and i can't believe that the shareholders turning up on Tuesday are going to influence the final outcome, when there's 800+ million shares held how on earth can you count up the votes at the EGM. Playing devils advocate it may mean that SEO are now able to sign a 'turnkey' agreement with Walmart and a significant RNS may be released straight after the Biotec purchase has been ratified ie Tuesday pm, i'll keep that thought over the weekend!

Eric, I think that an expectation of 1 is a little far fetched at present. Yes there is global intrest in the technology however intrest is all it is. Lets see how much intrest actully turns into revenue and along the way how much competition enters the market.....
Sharesure, I like your attiude and fully agree with the concept of asking whatever you like at the EGM. Lets not forget who actully owns this company and who directors ultimatly report too!!

lets also not get too carried away. just because the news has been good thus far, it doesnt mean it always will be.

btw i bought back in 5k ago :o)

explosive: I thought you would like some explosive growth! Clearly, the sp future depends on deals signed and, in particular, on the US. That there will be US deals is probably a no-brainer. The option that I think is most likely is Wal-Mart. Now, WM will want to have it to themselves just like ASDA over here but SEO would not want that unless it were a special deal. So what would make a special deal to give them an exclusive? Answer: a worldwide deal covering all their suppliers. That must be worth 5x the ASDA deal. That's the argument for 1. How likely? I would put it at quite good, say one in three chance but that's the cautious side of me taking over!

Eric

Eric, ah... I see your angle and line of thinking and like it!!! Europe however poses tougher environmental laws in comparrison to the US. Also I am of the belief that Europe also has woken up to issues surrounding 'being green' where the US has yet to follow. The recent G8 summit evidence of this.

So really your left with whos the cheaper packaging supplier (in the US anyway). Stanelco have played their cards, lets see what the conventional packaging companies come up with as I can't imagine their lose market share without a fight!!

Enjoy the long weekend, explosive - better known as John...

Explosive John Hi,

You mention 'the conventional packaging companies', but there is no competition to Greenseal, it doesn't work that way, the 'conventional packaging companies' are the one's that want to put Greenseal on their machines, they cannot and will not be competing with it by reducing the cost of their machines, the cost is only a small part of the Greenseal equation, it's starch based mono plastics, lower electricity(see the recent US energy bill !), less labour needed, environmentally friendly packaging, better seal integrity, sealing through contamination, less returned goods, smaller lipped packages save space in transport and on shelves .... and the list goes on ....

Also Howard is not going into Europe, until Greenseal is rolled out in the USA.

Cheers,
PM

The downtrend from the May peak to the early August peak has just been broken today, suggesting the July and August 18.75p support troughs are taken as a double bottom with a 3.75p interim height to the end July peak of 22p. If this formation is confirmed next week by breaking up through the 22p interim resistance level, we should be able to add the 3.75p to this resistance turned support to get back to 25p + in the immediate future.

The EGM approving all proposals and favourable sentiment on current outlook on Tuesday may be just the ticket to get us back up through the crucial resitance level to where I think fair value lies currently for this share.

have a happy (patient) weekend everyone

sd

Off thread, but must just say what a pleasure this weeks posts have been. Mostly healthy informative debate.
Thanks to all, have a good extended weekend.
greekman.