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

dismal day all round for me-hope next week is better!!

My friend, moneyplus, how are you? The vagaries of the market! My own position not strong. I'm even out of ASOS at the moment, not expecting them to move til next month. Concentrated a lot of eggs in the SEO and DGT baskets. There is merit in sticking with what you know best: if you follow the herd you are generally too late. My advice, for what its worth: sell the dogs (not sd, of course) and buy SEO! As seroxat says, count your winnings come Christmas!

Eric

It's the end of the long slow month of August. Investors both PI's and institutions are starting to see how they can end the year with the prospect of a good bonus and will tend to be more active and short term in the next 4 months - droopy shares may be mistakenly discarded in favour of more glittering attractions, but all that glisters . . .etc.

There is plenty of time for the market to get back in gear and for real value come to the fore - patience is required, steadfastness in the face of crowd behaviour and not a little faith to back a sound belief in a fundamentally good business here on SEO and in a number of other shares currently showing a frustrating stubborness to perform how we would like.

sd

some very good, interesting and diverse views being expressed. for me, there needs to be some greenseal orders and quickly. it will restore market confidence, show that seo are not all hype but that they can deliver. if/when a usa announcement is made it will not be taken too seriously unless seo have shown they are more than hype.
maybe eric is correct when he says,

"so perhaps not sensible in the fist case to anticipate a rush of orders."

but, considering trials started many , many months ago and that all trials have been highly successful, any further delays in getting orders in will be looked upon negatively. maybe seo did themselves no favours by banging the drum so loudly about how successful the trials were.
shares mag this week mentions more supermarket price wars with asda leading the way with further rollback prices.

"however, the repercussions of battle lines being drawn by the supermarkets currently will be felt elsewhere. suppliers will be 'invited' to offer more competitive deals, while own-label suppleirs , such as nfds and uniq are at real risk. contracts can be easily lost since past loyalties count for little in the ever more competitive food market"

this sounds good for seo as the gentle nudging by asda on its suppliers to adopt greenseal is beginning. it also means bad news for seo as the other supermarkets will be putting pressure on the same suppliers not to give asda any competitve edge. how do you keep asda and tesco sweet?

bos We look at the situation very similarly except in one respect. SEO have shown that their investors are important to them but their main aim is to build up the business and they are doing that remarkably well. Of course, they want to exploit the ASDA deal, but so do ASDA themselves as it is a plank, and probably an important one, in their strategy. But the horses, the suppliers, have to be drawn to the water and then , with a bit of kick and carrot, they have to drink. It is reasonable in SEO's position to leave that primarily to ASDA plus good support and put their management and sales effort into the next wins. The ASDA deal will roll out but we do not need to worry too much about the order flow. The problem, of course, is that much of the market wants to see orders; my point is that we have an ASDA 'order' for 200-300 machines, possibly more, so we should stop worrying about it and await the next breakthrough for SEO which could well come in September. OK, my cfd position is quite heavily shaken out; my primary hope is that, when the market does start moving, it doesn't move too quickly so that I can't buy as the sp rises. A disadvantage of the trading method but the advantage of the multiplier remains: I still have far more exposure to SEO than I would have had by direct investment. Keep the faith!

Eric

if you want to see a share that really needs orders look at ARX - recently perked up like someone took their foot off its throat, all for the sake of 750 boxes when it needs 10 times that many for cash break even.

SEO with 2-300 m/c's retrofitted and the incredible Mondini's new machines and all the otehr bits to the business has a totally unrestricted windpipe by comparison.

relax, bosley, go and hit you drums - we'll call you in when it's time for more action.

sd

Still well in downtrend and looking weaker by the day I still see lots of ramping saying that there are 150 engineers trained and ready for rollout SO PLEASE point me to the OFFICIAL report that says that 150 engineers have been trained or does it not exist and was just someones bulletin board ramping statement that 150 were trained when in fact it might be only 5 engineers.

The struggle to get conversions goes back to the Reiser - Oscar Mayer Grampian trials as stated in the 2004 links below none of them were impressed as they never ordered IMO.

http://webfund5.finexprestel.com/webfund5/equityannouncement.wsp?unitcode=SEO&articleid=200408171322260494C

http://www.cityequities.com/penny_share_review.asp?issue=254

http://www.thisismoney.co.uk/news/article.html?in_article_id=394428&in_page_id=2

Reiser was the big US contract in 2004 then with an exclusive deal but what happened NOTHING cut to open consumer unfriendly sealing that costs a bomb in terms of capex and license fee does not attract.

So SE0 still struggling to get orders what is likely to happen next the suppliers use their next trick and say to Asda its not worth them converting old machines as its too expensive and they would prefer to buy new high speed and high efficiency machines so off SE0 go and try to find a tray sealing machine maker willing to fit RF sealing the big name companies (Cryovac Multivac Proseal PA) are not interested it appears and have better offerings without the need for this RF sealing so they find Mondinini and announce a deal with them what happens next IMO its going to be the suppliers asking if this new machine has this new gadget or that new gadget like Cryovac/Multivac/Proseal/PA and then saying well although we want new machines we do not want a Mondinini so we want a model like this all the time finding more excuses not to convert IMO.

If Reiser Oscar Mayer Grampian were all not impressed in 2004 what has changed NOTHING just SE0 and Asda joining forces to try to FORCE them to convert and they are failing it seems as you can see by no major orders and just 2 confirmed orders with just under a 1000 confirmed orders in the price.

Looks to me like Asda have used SE0 to get a slight reduction in the cost of each ready meal most likely on agreement that the supplier does not have to convert and they are happy now has SE0 been used and abused well not really they have got away with lots of shares issues and raising money so they are happy too it might just be the dumb PI who did not do enough research who loses in the end when this goes nowhere.

Notice lots of talk about Biotec this loss making company who may or may not break even with some more orders smoke and mirrors to divert people away from the failings of commercialization of Greenseal in 2005 the same as it failed in 2004.

All IMO.

Boring , boring boring boring

Hi All,

It's that day again, you know, the one before the weekend, the last day you can buy just in case there is an RNS on a monday .... LOL !

Back trhough 20p we go ....

Cheers,
PM

PM - I hope U R right - but somehow I think we are going to languish around current levels for a while - but happy to be proven wrong

Baza

Interesting - I just managed to buy 100k shares in my CFD @ 19.25 - but they have not shown up anywhere on the screen. Where else might they be shown ??

Baza

baza, my barclays cfds never show up on screen.

Hi All,

EVO update looks good !

After looking at the Biotec purchase, Stanelco is still a buy, target still 30p, but they are looking at the possiblilities for Starpol 2000 trays and film, and will update later, but doesn't the bit below work out at a market size of $3.6Bn (60,000 x 6,000,000 x 1c) ?

We envisage that savings of 1c per food tray are realistic, including the top film as

well as the tray itself. Each tray-lidding machine handles around 6m trays per year

and there are around 60,000 machines worldwide. The opportunity for royalties is

therefore vast. We will try to quantify these properly in the near future but leave

our forecasts unchanged for now.

Starpol 2000 .... it's gonna be a BIG winner !


Bank of England Governor in Oil Cost Warning

----------------------------------------------

Mervyn King, Governor of the Bank of England warned yesterday in an
interview with the Belfast Telegraph that:

"Some of the increases (in the oil price) in the last couple of
weeks are almost certainly temporary but the big increase over the
last year will remain.

"Those increases are the result of strong global demand for oil,
particularly from China, and the price of oil futures shows that the
markets do not expect an early revision to the low oil prices we had
got used to a couple of years ago."

To examine the investment opportunities that we believe now exist
through investing in energy stocks, Investec Asset Management will
be hosting a Global Energy Funds Conference call featuring Tim
Guinness, Manager of Investec's US$1.15bn* Global Energy Funds on:

Wednesday 21st September at 2.30pm (UK time)

To find out more, or to register please visit:

http://www.ProcessRequest.com/apps/redir.asp?link=XcbgiddcCF,ZcbdjibghiEF&oid=UdbggBG&iclitemid=YcdgiaafbCF&tid=WiafbicCE

Kind regards,


David Aird
Managing Director
Investec Fund Managers Limited

no news ...........going down

even the great RHPS cant muster a tick.

Rod Hi,

Tick .... LOL !

I'm still for 20p or more by the close :)

Cheers,
PM

hi,
if anyone is interested have a look at this:
http://www.iii.co.uk/investment/detail?display=discussion&code=cotn:SEO.L

Ghengis Hi,

You need to register for that, I have MoneyAM Mobile, so I don't seem to be able to get to it ....

Cheers,
PM

hi paul,
sorry about that !!!!!! try this :

http://www.iii.co.uk/registration/

Ghengis Hi,

Ah, I'm paying attention now .... it's the iii SEO BB !

Any posts in particular you think we should look at ?

Cheers,
PM