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

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.

- relating to post 8760;

bosley......i hope so......because from the stuff PM has been posting; Natureworks is already in there.....in regards to the bio-plastic fruit packaging already being used in US etcetc.....and its "co-operation" with Walmart at the packaging conference.

Just wonder if it would go cheaply enough, for SEO to take it.

[if the corn is better than the spuds, then it's back to the Greenseal.....although corn and spuds are a lot nicer together]

B6: I don't think there's any chance SEO can buy Natureworks.

Here is why

Hi Sellsell

Forgive me if I am wrong, but I think it was you who asked for an update of what my students' employers are doing vis-a-vie trays for fresh produce.

The word is they are now starting to use Starpol trays for fresh produce. So whilst you are in your local superrmarket - their name has an "s" in it - you should see some of their meat products packed with Starpol trays.

I also get the impression that if the RF trials which they are conducting right now go well with the RF sealing of the packs, then they'll will start using Greenseal as soon as ASDA's exclusive period is over in July next year.

I was down in Frome, Somerset over the long weekend and popped into an ASDA and was really impressed with RF sealing on several of their products. Looks really neat and very secure; I know because I surreptitiously try to pull a couple of edges open and failed. The fact that you have to use a knife to open the packages is not in my opinion a problem, but then an old frail or blind person may disagree with me.

The oily one

Oh give us a break Oily . . . .

MorriSonS
ASda
Sommerfield
SainSburyS
TeSco
BudgenS
WaitroSe

How much have I got to spend?

Why so coy, my friend??

Well that narrows it down oily.....not. Just glad it's not Netto!

hey!! nowt wrong with netto . i got a fantastic drill from there.

I rest my case!

but it's great !!! goes through accrington brick like it's lego!!!!

Used to shop at Netto in Denmark. One of the major supermarket chains out there. They need an ASDS or Tesco's in Copenhagen!!!

Must admit the beer was bloody cheap in Netto, if you buy in crates. Just don't buy at a pub / bar (pint of guinness will set you back nearly 4)

Kong

Hey Bos - Accrington eh - my folk are from Rishton - just down the road from you !!

Baza

Ian Balchin was very open at the EGM saying that many of the supermarkets are trialling greanseal - and it does not have any effect on the ASDA agreement - so come on Oily - which one ??

Baza

Echo Baza's comment. IB was clear on that. Next July a good many supermarket chains will be ready to hit the road running. Has anyone any inside track to Mondini to know when their RF machine will be ready for sale?