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

o

Charles1952 SQUELCHED ....

Either ANOTHER iidiot alias ????, or just another of the basher brigade ????, if I see other posters suggesting I unfilter you, then I will reconsider, until then you are squelched for repeating a known bashers drivel.

WTF do you think I squelch him anyway ????

charles, thanks for reposting ii's post. i had never noticed balchin's last sentence...

"We continue to have active
negotiations with a number of machine manufacturers, end users and large retail
multiples concerning other territories.'

looks to me like he was as good as his word as we now have the deal with mondini, the deals with youngs and the unnamed one, and the deal with asda in the uk. no hype.

Nice to see some people using their brains - bosley nice try but all are part of the Asda deal in effect - the Asda deal that is not generating any decent amounts of orders.

Do you enjoy getting the full update from SE0 about the deal with Reiser - the one that said sorry about that little bit of hype - it did not happen in the end - just forward looking wording on our part - the plan changed - LOL - or did they never say any more after the SP rose up on it ?

PM1 - back to his pathetic squelching - has he worked out that many people have him squelched - as he ramps crappy stocks on the basis in a few years time they will be worth billions - I see he is ramping Base Group now - a cash shell thats going down the pan - All IMO.

Downtrend and going down -

Whilst i'm happy that ASDA have taken up the technology i would like to know what happened to the Reiser license. I don't think it unreasonable to ask Stanelco about this and i will phone them on Monday to enquire unless someone has already done so.

I've already e-mailed them but intend to follow this up on Monday.

seroxat. I think bos got it right when he reviewed what SEO had achieved in the last year. It seems that selling to the manufacturer and to the supplier was unlikely to bring home the business volume and the course of action was then adopeted to market to the supermarket who would persuade the supplier to buy and then Mondini was appointed as an OEM to fill new business. Perhaps this seems the logical way in retrospect but that's with the benefit of hindsight. Typical of ii to bring out the negative and ignore the positive. Treat with disdain: a smell under the nose!

Just been looking at the EVO update. It finally clarifies the term 'supply agreement': SEO are supplying Natureworks who then supply the finished product to Wal-Mart et al. They suggest first year sales of $75m which represents a larger proportion of the current cap. than I had assumed. The other fascinating point is the mention of royalties: not absolutely convinced that Evo. have got this right because we are talking about straight-forward consumable product rather than equipment as with Greenseal. They do express the thought that Greenseal take-up has been slower than they had thought; however, the initial sales always take the time - once the reference sites are there there need be no problem ina chieving the expected level of sales in year one. Like baza, though, I don't get the feeling that further significant announcements are imminent so it will be good if the sp trades sideways for a while, perhaps another month.

Eric

My understanding is that SEO add an extra ingredient/process to Natureworks starch based product to make it among other things micro-waveable which I believe N/works' product is not. Where the chemistry set is situated, I'm not sure, but if N/works are supplying to SEO's brief, then I can understand the concept of SEO charging a royalty for their know-how to N/works.

However, I believe EVO have got it wrong. Read the RNS re EGM/update from SEO:-

"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."

This clearly says to me that N/works supply Biotec with starch-based raw material which Biotec then turns into Starpol. It is Biotec who are doubling output to 24m tonnes.

It is just possible that N/works are commissioned by Biotec to incorporate Biotec's technology into N/works' raw material at N/works' manufactory, but I doubt it.

Will we ever know the truth, Andysmith and others from the packaging industry?

I don't really need further announcements with the same craving as so many on this BB. SEO has clearly got a very good year's work ahead of it to implement all the plans it has announced so far. If it does implement them with the efficiency they have shown over the last year, we shall see the proof of the pudding in the results at 6 monthly intervals over the next couple of years. The SP will follow.

sd

SD, I don't know the details but I would summise that NW supply a key component that SEO/Biotec use to produce Starpol. I said last week that the keypoint of the RNS was missed, this agreement allows all parties to be involved in a chain that ultimately and the first time will see bio-degradable packaging concept(s) (note plural) competitively priced compared with standard plastic packaging.
At the moment some bio-degradable is used more as a marketing stunt, now it will also provide cost benefits up front in addition to reduced packaging waste taxes.

All of my shares bought last year for <6p are locked away, the potential for SEO is just too huge and I don't regret not selling them at 30p.
However, I did add in early Feb on the basis of making a quick buck through trading for something I wanted to do this Autumn and I do regret only selling them last week for 21p and not the 30p back in May. SEO became fair game for traders early in the year and it is possible to buy low sell high and so on in the early days when the market gets carried away and expections are far above realism in terms of timing of events. I sold my trading shares last week not because my views had changed or I'd have sold the lot but because I now need the dosh and the drop back to 19p range was obvious as the market wanted more now. But don't forget there is more to SEO than this and I expect sp to be 30-50p around Christmas time as more deals are announced and the market wakes up to what Starpol can actually provide. I have heard some details about Starpol through the packaging grapevine and it sounds very good but again success will depend upon the abilities of SEO management to fully exploit this potential and deliver value to the shareholders.

Stockdog
I agree with you. As I understand it, NatureWorks are to supply Biotec with Polylactic Acid (PLA) which is a biodegradable plastic substitute in it's own right.
( it's already used to produce salad and sandwich containers ).

It forms the major ingredient of Starpol 2000, which takes the PLA and transforms it into a substance that retains it's biodegradability, but adds the additional property of being microwavable. This opens up a whole new market because it can be used as a substitute for MAP packaging ( the trays and film cover ). If you put together the material ( Starpol ) and the method of RF sealing ( Greenseal ), you have a total packaging solution that no-one else can currently offer.

The deal with nature Works is significant in that the price Stanelco will pay for the PLA - the main ingredient of Starpol - enables Stanelco to offer Starpol at a price that is competative with the currently used oil-based plastics.

Although I haven't read the EVO note, it appears to me ( from PM1's posting yesterday ) that they are talking about a royalty of as much as 1 cent per microwavable tray, which given the number of tray-lidding and thermoforming machines in the world, and the average number of units each machine produces every year, adds up to a vast theoretical earnings potential.

If the EVO note is suggesting anything else ( re Erics post above ), then I find that slightly concerning!

.

Nevermind SEO for the moment, regulars on here ought to consider CHP for the coming week. Time enough to get back to SEO afterwards.

Where can we find out about Chaco?Is there an active BB?

predateur

Posting about 9.20 this morning.

Possible RNS this wek

Predateur

Chaco ,Sunday Telegraph business page 9.

Hi Pred
There's a possible RNS every week or even wek!
;-)

Stanelco plc ('Stanelco' or the 'Company')


Completion of Acquisition of Biotec Holdings GmbH and Joint Venture with SP
Metal S.A.


Stanelco, the RF (radio frequency) applications group, is pleased to announce
that the acquisition of Biotec Holdings GmbH and subsidiaries ('Biotec') from E.
Khashoggi Industries LLC ('EKI') has now been completed. Following the
acquisition, the Company has now completed the sale of a 50% stake in Biotec to
SP Metal S.A. ('SP Metal'), thereby creating a joint venture (the 'JV'). SP
Metal is the leading European manufacturer of household packaging products.
Details of the JV were included in the initial announcement made on 5th July
2005.


Further to the conditions of the JV set out in the initial announcement,
Stanelco and SP Metal have both agreed that in the event of: (1) one of the
parties defaulting on the payment of one or both of the deferred consideration
payments, the other party will have an option to acquire the proportion of the
other party's interest corresponding to that unpaid consideration; and (2)
certain triggering events, which include insolvency, the party subject to the
triggering event will redeem its shares, if required, for a pre-determined
consideration.


Except as disclosed above, no other significant change has been made to the
conditions of the JV, as set out in the initial announcement.


Ian Balchin, CEO of Stanelco said:


'We are delighted to formalise this joint venture with SP Metal. Our two
organisations have complementary strengths and work in complementary markets and
we believe our JV will provide greater opportunities for Biotec and a greater
return for shareholders. Our common goal is to commercialise Biotec's wealth of
intellectual property that primarily relates to starch based biodegradable
plastics. We will also benefit from SP Metal's considerable manufacturing
experience and scale. We look forward to working with SP Metal to derive
additional benefits from economies of scale at Biotec and to take advantage of
high oil prices to replace petroleum based plastics with our more sustainable
products.'


John Persenda, Chairman and CEO of SP Metal said:


'Now that this joint venture has been completed, we are really thrilled to be
working closely with Biotec and Stanelco to rapidly deliver a wide range of
biodegradable plastic products to the market place. We remain firmly committed
to increasing the use of natural renewable raw materials in providing
ecologically sound product solutions.'


- Ends -

morning.

Obviously now its official, SEO were required to put out todays RNS. I wonder how long it will be before the usual posts stating such comments as.....Why are SEO putting out such none event rubbish....Just because SEO have nothing re the conversion update they put out the usual ramp ect.....
Just thought I would get in first....

Morning all

I thought that the following post from another board was balanced, thought provoking and educational to the slightly lesser experienced investors here.

I am sure lots will be driven to respond to this post but I feel it my duty to place a post on here which is slagging no-one off and providing a little info on a small company I know called Stanelco. Something tells me this is the right place to post this.....

Just doing my Sunday night research on my portfolio and despite some people advising to sell (no matter how many times we HAVE BEEN WARNED! :-)), I wanted to ask everyone to look at the charts.

IMHO (and I have said this before) we are in a sideways trend, I said this a few weeks ago and the longer we go on the more the charts are telling me I am correct.

Look at the peak at 29p and then look at the downward retracement, this retracement clearly stopped when it hit 18p on 21/07. This is the first sign of support. The price then rose swiftly to 22p by the 29/07 this is our resistance. - Dont believe me? - Read On...

We hit 22p again on 08/08 (Resistance) steadily dropping to 18p (support) on the 24/08. Our highest peak since then is 21p (still below resistance level) on 31/08.

So 18p is our psycological support level (not the 14p which some are touting) and 22p is the resistance level, this gives us a 4p trading range (20%), which in anybodys book is a good return. Trading longs and shorts (if you get it right) its a 40% cycle.

Now tell me, where is the sense in holding a short position for 14p if you are "trading" this share. It makes as much sense as holding a long positoin for 30p if you are "trading".

Notice I am distiguishing trading from investing, this is so I do not offend the investors on this board who are happy to ride the peaks and troughs for what they see as a long term gain.

Now for my prediction (which will no doubt be raked back up in 2 months when I am wrong!)....

If we hit 18p again and bounce back from it (without breaking below) then we will have seen what is called a "tripple bottom. This has nothing to do with J LO but is a stronger buy signal in TA terms than a "Head and Shoulders" which many will be quoting at you. This means we should see the share start an upward trend. Taking that theory further the resistance should fall easily meaning the next resitance level would be 29p.

Downside....
If the stock falls below 18p, then there is NO obvious support until the old 2 - 4p range! - Still no sign of a 14p support in my book. - In otherwords its up to the markets where the bottom is formed.

The chart covering the last six months should be in here, but for some reason it will not "paste". But there a chart at the top of this page so it won't be too much of a chore to scroll up and see what "Markbhai" is referring to.

I hope this has been informative, useful and unoffensive.

I welcome any comments from anyone (including Ollie) so long as the insults stay off the page!

All in my opinion only.

Markbhai.

Hopefully it will help to put things into perspective for the more nervous investors on this board who are sometimes troubled by the negative posts, of which some to be fair, are reasonably well argued.

This was followed up by a comment that the two "bounces" from 18p were before expected of pre-notified announcements/meetings and so had little to do with a real bounce in purely technical terms.

Any comments?

The oily one