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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


explosive - 26 Aug 2005 16:08 - 8610 of 27111

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!!

superrod - 26 Aug 2005 16:53 - 8611 of 27111

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)

EWRobson - 26 Aug 2005 17:01 - 8612 of 27111

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

explosive - 26 Aug 2005 17:35 - 8613 of 27111

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...

paulmasterson1 - 26 Aug 2005 18:52 - 8614 of 27111

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

stockdog - 26 Aug 2005 19:06 - 8615 of 27111

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

greekman - 26 Aug 2005 19:55 - 8616 of 27111

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.

bosley - 26 Aug 2005 20:13 - 8617 of 27111

i really hope the current excitement is rewarded. have a good weekend all.
if anybody is going to the haigh steam rally on sunday, i'll see you there!!!!!

EWRobson - 26 Aug 2005 20:41 - 8618 of 27111

stockdog: I like your doube bottom reference; indeed I like double bottoms - not to exclude the shape as you rise up the body: sorry, the chart! Through the MA10 and the MA25 in sight. Pros back from hols on Tuesday too. I think we just need a positive trading report which is in their interest to give and then we can elave it to the speculators to talk it up pending a US deal. Lovely jubly! Have a great weekend all.

Eric

stockdog - 26 Aug 2005 21:39 - 8619 of 27111

I'm more a double tops man myself - lol!

woof woof

sd

EWRobson - 26 Aug 2005 22:37 - 8620 of 27111

We need an illustration - where is driver?

Eric

niceonecyril - 26 Aug 2005 22:57 - 8621 of 27111

Agree with andysmith, EGM about Starpol. Perhaps the chance to ask other questions after the meeting, over a cup of tea. My question i would ask, when
exactly does the ASDA exclusivity deal end,is it early April as in the EGM document or the 1st Monday after the last trial?
One other point, Tesco operate in Europe, so could they take on Greenseal without
infringeing on the exclusiveity deal by applying it to those countries only?
cyril

insiderinside - 27 Aug 2005 02:32 - 8622 of 27111

SE0 has been nicely ramped ahead of the EGM - lots of comments about CG always being right - he has bene wrong many times - and ramping of the big news - LOL - this will now present an excellent shorting opportunity on Tuesday should there be no news apart from them agreeing to buy Biotec - agreeing to be allowed to dilute by more shares issue - and agree to them being able to put the company into massive debt -

More jam tomorrow - hype or spin - and no confirmed news - will no doubt start a mass exodus and a quick price drop.

They should be able to announce 20 orders for Greenseal - if they cannot even manage this then its a gonner - so expect around 20 Greenseal orders - still massively short of the 1000 needed to support the price - they should also have been able to give away at least 1 free of charge trial in the USA - I mean its free - if they cannot announce this then its going seriously wrong.

Have CG and the ramping crew played their last short term ramp up and quick profit before shorting it back down later ??

Snip - 27 Aug 2005 06:47 - 8623 of 27111

not really a good double bottom but it is building a support base, which it has touched twice now. Old march resistance is becoming supprt. Head-butting the 50 EMA and is nicely above the 200 EMA which gives the long-term trend. The 200 EMA is crawling upwards. Stocks always come back to the 200 EMA at some time, so IMO this is a good time to buy with a risk/reward of 2/8 in the short-term

MACD is showing positive divergence ie a higher low which is different to the two recent stock lows

insider in case you think I am ramping. I don`t. I always say what I see. No ifs and buts in my posts on any stock

Chart.aspx?Provider=EODIntra&Code=SEO&Si

stockdog - 27 Aug 2005 10:55 - 8624 of 27111

Snip, I may agree it is unproven as a d/b as yet, but if it is so proven (next week?) it will be a good'un IMHO. I especially like the gap-ups on increased volume appearing in both the interim reaction rise and the recent rise.

As I said above, we need to see it exceed the 22p resistance by which time it will have cut up through all remaining dma's and we will be back on a nice up trend line drawn from the trough of mid-Feb (and early April) the top of which channel is about 35p as the next peak over the following 6 months - approximately reflecting the Theory of Evolution from July's note.

Fundamentals and charts in synch on a well managed company with such readily understandable potential in an essential and increasingly government-encouraged field of endeavour make it a good key holding for me. I'm looking for 1.47 by December 2009 - 60% pa compound return on my investment.

BTW - a propos the debate about Starpol, Greenseal and ASDA - my understanding is that only Greenseal is subject to ASDA's exclusivity; Starpol has no such restrictions.

sd

paulmasterson1 - 27 Aug 2005 11:46 - 8625 of 27111


SD Hi,

Your right in saying that no company has an exclusive deal on Starpol yet, but that could change very soon(Tuesday ?), because of one important factor ....

"Stanelco's RF sealing and welding technology can be used to process starch polymers without the degradation or cross-linking caused by other methods such as thermal processing, which can render the material unsuitable for food and pharmaceutical applications"

.... so the only company in a position to benefit from Starpol 2000, is ASDA, because they have Greenseal, and can seal without cross-linking the polymers. ASDA are therefore probably the only company trialling Starpol 2000 for food packaging, and they will be the only one's buying Starpol 2000 for food packaging in the UK, before ASDA exclusivity expires next year.

The USA is still wide open, and I still do not think Howard is interested in a Wal-Mart exclusivity, now that AEIS and Premier are in a position to rollout to several retailers supply lines simultaneously, and that we have(soon!) Biotec TPS to sell there too. Hopefully we will get an update on USA plans, on Tuesday, either by RNS, or by shareholder question time.

Cheers,
PM


paulmasterson1 - 27 Aug 2005 12:17 - 8626 of 27111


Hi All,

USA is feeling the pinch from oil prices, and it must be big in the minds of those at boardroom level in all the USA food retailers, hopefully Greenseal and Starpol will be big in their minds as an answer to the oil problems ....

Cheers,
PM

Oil to keep stock investors on edge
Sat Aug 27, 2005 6:01 AM ET


By Scott Malone
NEW YORK (Reuters) - As the summer of discontent over runaway oil prices comes to an end, stock investors will pore over key U.S. economic data, including Friday's August payrolls report and retailers' monthly sales figures, for signs of how big a toll crude's surge has taken on the economy.

With oil hitting a record $68 a barrel this week, Wall Street's fear is that consumer spending and corporate investment will suffer. When companies and individuals have to devote more of their available cash to pay more for gasoline, electricity and other energy costs, that leaves less to spend on business equipment, clothing or other items.

"With the increased focus on the potential of an economic slowdown, driven by the higher energy prices, anything that comes out of the economic data to either support or refute that is going to be key," said John Caldwell, chief investment strategist at McDonald Financial Group, of Cleveland.

SCHOOL BELLS, FACTORY WHISTLES

On Thursday, major U.S. retailers will report August sales, providing a gauge of consumer spending during the key back-to-school shopping season.

The same day, August U.S. car and truck sales are due, with economists expecting a decline from July levels. A report on personal consumption also is due on Thursday, with the forecast calling for a gain, according to economists polled by Reuters.

The consumer confidence index for August from the Conference Board, a private research group, kicks off the week's economic calendar on Tuesday. The forecast calls for the index to slip to 101.5 from a previous reading of 103.2, according to economists polled by Reuters.

July factory orders, due on Tuesday, are expected to drop, compared with a previous month's gain.

In contrast, the Institute for Supply Management's August index of U.S. manufacturing activity, due on Thursday, is expected to show a slight pickup in pace from July.

If a weaker-than-expected reading comes in on any of these data points, Wall Street could take that as a sign that high oil prices are weighing on the economy

Oil's surge to yet another record this week took a toll on the major U.S. stock indexes. On Thursday, U.S. crude jumped to $68 a barrel, the highest price since oil futures started trading on the New York Mercantile Exchange in 1983.

For the week, stocks fell, giving up their mid-summer gains. The blue-chip Dow Jones industrial average finished the week down 1.5 percent, while the broad Standard & Poor's 500 index slipped 1.2 percent, and the tech-laced Nasdaq Composite Index declined 0.7 percent.

"A lot of the short-term action is dependent on oil prices," said Michael Metz, chief investment strategist at Oppenheimer & Co., of New York.

On Friday, though, U.S. oil prices retreated late in the day on expectations that Hurricane Katrina would bypass oil and gas production in the Gulf of Mexico. NYMEX crude for October delivery settled on Friday at $66.13 a barrel, down $1.36.

IF OIL EASES ...

A drop in oil prices from their current peak would likely drive stocks higher in the week ahead, strategists said. They also noted volume is likely to be light in the coming week, with many traders trying to squeeze in final vacation days.

"My guess is we've seen a little bit of a blow-off on oil and it's going to be a little bit more of a hospitable climate, as far as oil prices are concerned," Metz said.

Nabi cited a historical trend as a reason to expect oil prices to ease.

"I go back to late 1979 and 1980, at the point when oil had the last spike in price," said Stanley Nabi, vice chairman of Silvercrest Asset Management in New York. "Oil stocks ignored that spike. That's exactly what they are doing right now ... This is an indication that maybe we are going to have a peak here in oil prices."

The American Stock Exchange index of energy companies, which usually rises with oil prices, has fallen 5 percent in the last two weeks as crude has hit new highs.

Still, if oil prices continue their rally, it could signal trouble for equities.

"If we saw them continually ratcheting higher, that would be a negative for stocks," McDonald Financial Group's Caldwell said. "Investors do feel that energy prices matter."

JOB GROWTH CUTS BOTH WAYS

On Friday, the Labor Department's employment report is expected to show that U.S. nonfarm payrolls added 190,000 jobs in August, according to economists polled by Reuters. In July, the economy added 207,000 nonfarm jobs.

"I think the data will be supportive of good, solid employment figures," Nabi said.

But he warned that positive numbers can be interpreted in different ways.

"Employment will be solid. Then the naysayers will say that also means that the Fed is going to have its marching orders from the employment data to further raise interest rates."

The data will dominate the week's agenda, with the wave of quarterly earnings reports from U.S. companies near its end. Only four S&P 500 components due to report next week, including jeweler Tiffany & Co. (TIF.N: Quote, Profile, Research) and tax preparer H&R Block Inc. (HRB.N: Quote, Profile, Research)

So far, 402 of the 482 S&P 500 companies that have reported earnings have met or beaten analysts' forecasts, with the group as a whole running 4.3 percent ahead of consensus estimates, according to Reuters Estimates.

(Wall St Week Ahead runs weekly. Any questions or comments on this column can be e-mailed to: scott.malone(at)reuters.com)

greekman - 27 Aug 2005 12:51 - 8627 of 27111

The Daily Telegraph on Monday intend to list company shares on their share page, in their sectors in descending order according to performance since the start of the year. On checking todays share price listings, Stanelco should come out on top in their sector.
This should bring SEO to the notice of many potential investors who have either never heard of them or at best know little about them. Anything that brings a company to public notice for the right reasons, can't be bad. The next best performing company, by share price in SEO's sector is about 50% behind.

paulmasterson1 - 27 Aug 2005 12:59 - 8628 of 27111


Greekman Hi,

Nice one, well spotted :)

Loads of action Monday then, EGM, other possible news, and star status in The Daily Telegraph .... cool !

Cheers,
PM

stockdog - 27 Aug 2005 14:54 - 8629 of 27111

Starpol need not be tied to the ASDA deal because, I believe, it can be used for forming trays (with or without lids) and can be used for lids on traditional heat-sealing machines without modification to them. Only when used for RF lid sealing is Starpol limited to the ASDA exclusivity and that only in the UK.

Nicely spotted, greekman.

sd
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