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

I agree with PM1 again - this is uncanny now - a second time we agree.

They were not both buys IMO - I think we have seen the start of someone going short in a big way - they have gone long recently and accumulated stock at lower prices and chosen the poor EGM statement - poor trading update - and yet more talk and no orders to go short now - simply all they had to do on a day like today was observe the sells being soaked up - with the MMs filling the 4M WT buy - and then last thing throw in a 4M sell - MMs cannot react and now have an overhang to start trading Thursday - if this is the case they will now be going short from Thursday morning - with the MMs having an overhang of stock there should be big pressure to lower the price and try to clear the overhang.

If there is downward pressure Thursday - Friday - it was a 4M WT buy followed by a quick 4M sell end of the day.

Morning Bos - found it quite interesting - though I did not follow some of the financial debate that went on.

Overall impression was of a sound management team being led by an astute chairman who obviously knows his way around, all of whom are excited by what they have got and who are keen to succeed. They seemed especially excited by what they have found at BIOTEC and the future promise in the 21 families of patents they have bought.

I think they are frustrated because they are having to prioritise their resources onto the low hanging fruit - a phrase that Ian made a couple of times. There is so much potential in this company for the long term.

Baza

this has to be one of the most interesting threads

I might buy back in later but as far as I can see this is

jam tomorrow

From last nights UK-Analyst report ....

Stanelco, one of the superstar stocks of the year so far, announced another deal today, which gave its shares a 1.25p boost to 21.25p. The radio frequency applications group said that it has entered into a supply agreement with NatureWorks, a wholly-owned subsidiary of US group Cargill. The agreement covers the supply of NatureWorks PLA (polylactide, a starch derivative), which is the largest component of Stanelco's recently-announced Starpol 2000 range of biodegradable, compostable plastic materials.

Snip Hi,

The jam could well come sooner than you think ....

Cheers,
PM

PM I agree with that totally. SEO has the products which have the potential to really fly. Apart from the Frogpack and Starpol ranges which didn't feature much in my questions at yesterday's EGM I think the the quickest and most lucrative 'low hanging fruit' source of business might be the Mondini deal. I got the impression that Ian Balchin regards it as such, mainly because it will be in Mondini's interest to use its sales force to exploit an RF machine they are investing in developing.

Re Basa's comment about there only being 5 employees on SEO's sales team, IB did point out that most of the executive mgt. were also heavily focussed on that aspect of the business.

if you say so PaulM

Anyone on here have any views to the questions I posed on CHP?

Anyone on here have any views to the questions I posed on CHP?

paul. the jam will be here very soon @ afd. starting to move.

Chart of the Week: Walmart Relative Sales versus Gasoline Prices

Over the past decade, when gasoline prices have been falling, year-on-year same-store sales gains at Wal-Mart have tended to outpace the growth in overall retail sales and vice versa.

Relative Walmart Sales versus Gasoline

While it is not necessarily causal, it lends some credence to the idea that the working-class customers of the nation's largest retailer adjust their spending in response to what they must pay at the pump.

http://bigpicture.typepad.com/comments/2005/08/chart_of_the_we_2.html

hi Paul - a few speculative questions - after browsing thru some of your endless posts;

will Natureworks not pose a threat to SEO ??
- as they create bio-plastic, isn't that where Biotec is trying to go ??

and are they (Natureworks) then not able to create the type of food packaging that Starpol is going to be used for ??

To anyone; I have read that Natureworks is supplying SEO; then that SEO is supplying Natureworks......with a key ingredient.........anyone know which is the correct one ??

many thanks and regards.

B6 Hi,

Stanelco have Greenseal, and Starpol 2000 is great for MAP packaging, I don't see that Natureworks have competetive products for either.

Cheers,
PM

Interesting article from Cazenova today ....

The Power of Clubcard

Contrary to popular belief, Tesco's most significant competitive

advantage in the UK is not its scale. We believe Clubcard, which

conveys an array of material benefits across virtually every

discipline of its business, is Tesco's most potent weapon in the

ongoing battle for market share. Very simply; Tesco is big because it

is good, not vice versa.

Despite its centrality to Tesco's success over the past decade, and

ignoring the scope it offers as an ongoing engine of growth, we

believe the importance of Clubcard to Tesco is a material area of

investor misunderstanding that contributes to a widespread

misperception of the UK business as a quasi-mature operation.

In this note we highlight ten areas of the supermarket business, from

site location through supplier relations to ranging and promotional

planning, in which Tesco enjoys advantages over all its UK competitors

as a direct result of Clubcard. Set within the context of an industry

that seeks to affect customer behaviour by small percentages, Clubcard

is an immensely powerful tool, giving Tesco an array of customer

insights and opportunities that are denied to its competitors.

Clubcard is the principal reason that we expect Tesco to continue to

outperform all its UK peers into the medium term and, indeed, it could

also become an important force in Tesco's global expansion.

Valuation

Whether judged by historical standards or set against a variety of

retail, consumer goods or broad stock market benchmarks Tesco, in our

view, is a cheap stock. Given Tesco's superior growth profile, we

believe a 20% premium to the market is easily justifiable - it would,

after all, amortise over 3-4 years given relative growth rates. This

argues for a share price fair value in a range from 360-390p.

OUTPERFORM.


RECOMMENDATION HISTORY

12 months recommendation changes for Tesco PLC;

No changes in recommendation over the last 12 months.



12 months recommendation changes for J Sainsbury PLC;

No changes in recommendation over the last 12 months.



12 months recommendation changes for WM Morrison Supermarkets PLC;

26-May-2005 IN-LINE



12 months recommendation changes for Somerfield PLC;

20-May-2005 IN-LINE

10-Jan-2005 UNDERPERFORM



12 months recommendation changes for Koninklijke Ahold NV;

No changes in recommendation over the last 12 months.



12 months recommendation changes for Carrefour SA;

10-Jan-2005 UNDERPERFORM

belisce, this is from yesterday's egm rns


In an earlier announcement today, NatureWorks LLC, a wholly owned subsidiary of
Cargill Inc has agreed the supply of the major component of Biotec's Starpol
materials which will make Biotec's products price competitive with a number of
materials currently used in the target market segments.


it is natureworks that is supplying seo. see andysmith's post 8728. also, just me thinking out loud, seo have a habit of starting dealings with a company that can supply a crucial ingrediant and then buying that company, as in aquasol, adept and now biotec. does anyone know what natureworks is worth?

pm1, come on lad, keep it relevant.

LOL !

Bos Hi,

The relevance is that ASDA need to fight back with Greenseal and Starpol 2000 ASAP :)

Cheers,
PM

i would imagine the bods at asda know that.

I guess it is not surprising to have some weakness in the sp today. My overall view of yesterday's meeting is that any apparent lull in further news is not representitive of the mgt's efforts; SEO is still a stock which has enormous capacity for pulling off deals and contracts, the value of which are easily capable of firing the sp upwards overnight. Tim Freeborn writing all those months ago was absolutely right.
It would be a brave or very nimble operator who would short them in my view.