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

Everything remains the same - no real orders - around 900 confirmed orders in the price but only 2 confirmed orders received - lots of hype - lots of ramp - lots of spin - but still a loss making company.

Do you notice the spin going to Biotec now - trying to divert people away from the failures of Greenseal - and YES - FAILURES - remember all those reports of license fee's and revenues flooding in in April/May/June 2005 - and what happened ? Its all going to happen a bit later now they say - but look at Biotec - lots of hype and spin potential there to support the price for a few more months.

Superrod I have made this point many times about RHPS - RHPS says profit taking is the cause of the drop and downtrend - well IMO that is total a*se - they have now said BUY for how many weeks and months - around 26 weeks now ? - and its not making any difference - perhaps soon they will get bored and say get out and out quick - RHPS is the only thing thats supported the spin up from 14p and if and when RHPS say thats enough - it could retract to levels of 6p in one day.

All IMO.

bosley......the bad press i was referring to would be a hold/sell rec from rhps

driver.....with respect....centrica is a million miles fom SEO. a better analogy might have been PRTY, a share ive just lost 3k on in a week. clawed back nearly 500 so far.

Hi,

I wouldnt expect RHPS to pull out of SEO, look what happened last time he said sell, quite a few unhappy subscribers when the price shot up. (not me as I held through)
Even so, I dont recall the price dropping when he did say sell.

superrod - much as I eagerly await the first weekend each month and every Thursday's update from Tom Bulford, I do not believe he has that much lasting influence, after an initial buying flurry at ech one of his recommendations. His voice alone may prompt, but it cannot sustain.

I see Northern Foods, maker of ready meals, is reported int he Times today as having won a 30m contract with our favourite s/market, ASDA. Did we ever know the name of the third trial supplier - was it NF? Anyway, "prepared meals" and "ASDA" does suggest something to me- and it's a good sized deal.

sd

superrod
That was just one example where the news is built into the sp I could have chosen many other stocks.

And here is the bad news ??? -

http://www.northern-foods.co.uk/application.asp?app=latest_news.asp&process=full_record&id=1000134

9 September 2005
NORTHERN FOODS WINS MAJOR READY MEALS BUSINESS WITH ASDA
Northern Foods is pleased to confirm that it has been chosen as one of the main suppliers for ASDAs range of ready meals after an 18 month tender process.
The appointment follows ASDAs decision to re-launch its ready meals range this coming autumn with new recipes and new packaging. The business is worth around 30 million*.
Northern Foods will be making over 60 different products across four sites in the UK. Production will be phased in from the 17th of September with full production in place by the end of October 2005. Over 270 new jobs will be created to manage the increased production volume with the potential for more in the future.

Pat ODriscoll, Northern Foods chief executive, said:
This new business with ASDA demonstrates the winning proposition of quality, expertise and scale that Northern Foods is able to deliver. We are delighted with this major new business win and look forward to further strengthening our relationship with ASDA.
Northern Foods already supplies a wide range of products to ASDA including chilled savoury pastry, cakes, puddings, biscuits and frozen pizza.
* Annualised manufacturers selling price

-- -- -- --

Now you see reference to the new recipe - you see reference to the new colourful and eye catching packaging designs - but do you see reference to Greenseal ? Do Northern Foods say they need 6 months to change their equipment - no - phased in in 7 days - no conversions happening there then.

My point before was Asda may have used SE0 to get figures - figures they could use against suppliers and get the cheapest price from them - so the TENDER winner is the one who can supply equal to or less than the Greenseal trial figures - so a supplier simply lowering margin for increased volume could win a tender - make money - increase revenue and profits on higher volume of slight discounting - and not have to convert - to make more money Northern Foods will need to utilise existing machinery better - and this will mean putting in place extra labour for shift working.

You do not see Northern Foods saying they will have to spend money to convert machinery - you do not see reference to they will have to purchase new machinery - you only see reference to increased labour to cope with the increased production.

All IMO - but the fact that it was done by TENDER means Asda are only looking for cheapest supplier - and that can simply mean cutting margin for increased volume and NOT spending a fortune on new equipment and conversions on Greenseal which is far from proven in a high production enviroment and was not taken up by Reiser / Oscar Mayer and others during their trials in late 2004.

SE0 would not have missed a spin opportunity - and a little extra discount or a few spare parts free of charge they could have got Northern Foods to say wonderful things in their press release about using SE0 Greenseal - but there is no mention of SE0 - bad news coming ??

All IMO - DYOR !!!!!!!!!!!!!!!!!!!!!

Hi All,

I agree with Chippy and Stockdog, RHPS are not in a position to say 'sell' SEO, because TB knows the best is yet to come, and anyone who has followed RHPS will know the upside potential already, and if TB randomly said 'sell', he is unlikely to infuence enough people to make a difference on the S.P anyway, because too many people WILL top up on weakness .... as I did last week ....

773329 Buy SEO.L LSE STANELCO ORD 0.1P GBP 09/09/2005 16:21 0.19200 58143 1.0000 11163.46

Cheers,
PM

Northern Foods is pleased to confirm that it has been chosen as one of the main suppliers for ASDAs range of ready meals after an 18 month tender process.

The appointment follows ASDAs decision to re-launch its ready meals range this coming autumn with new recipes and new packaging. The business is worth around 30 million*.

Northern Foods will be making over 60 different products across four sites in the UK. Production will be phased in from the 17th of September with full production in place by the end of October 2005. Over 270 new jobs will be created to manage the increased production volume with the potential for more in the future.

Pat ODriscoll, Northern Foods chief executive, said:

This new business with ASDA demonstrates the winning proposition of quality, expertise and scale that Northern Foods is able to deliver. We are delighted with this major new business win and look forward to further strengthening our relationship with ASDA.

Northern Foods already supplies a wide range of products to ASDA including chilled savoury pastry, cakes, puddings, biscuits and frozen pizza.
Northern Foods is pleased to confirm that it has been chosen as one of the main suppliers for ASDAs range of ready meals after an 18 month tender process.

I liked the bit about new packaging, surely this has to have something to do with Stanelco.

That's what I reckon. Driver, does your research tell us who the three trial suppliers were? I only remember 2 being named - one for meat, one for fish. There was a suggestion that the third could have been for salads, but ready meals would make at least as much sense.

"new recipes and new packaging".....

The introduction of Greenseal on a product line requires different printed outer packaging (ie. cut film instead of peel off). This involves new artwork, printing etc. I noticed that the trial products were all "NEW" to accomodate this.

This "re-launch of ready meals range" sounds to me to be a good point for the effective large scale launch/take up of Greenseal within ASDA. I do recall that the first order(s) were placed by the supplier concerned and not a specific part of ASDAs own drive, although it was welcomed.

I will be looking out for the new packaging being introduced from next saturday with keen attention....

Insiderinside

You really are an irritating gnat.

The contract announcement was about a contract for supplying ASDA with new recipes, not packaging.

If you take your argument to its logical conclusion about there being no announcement as what packaging was being used, you could say that they didn't announce what the names truck drivers would be delivering the products to the supermarkets and what their wives' maiden names were.

In your argurment above, you studiously avoided saying anything about the cost savings made by packagers and retailers on returns due to leakages and spoiling of the products. And further, most retailers will be promoting the fact that they are turning "green" with their new packaging as the public becomes more informed about environmental issues and demand more ecological responsbility from them.

And you are also wrong to assume that as the contract was awarded from a tender, that ASDA were only going for the cheapest price. There are many facets to tendering. I know because I, in my previous work, used to lead the responses to tender documents from major companies like BT and household name financial institutions in which commission income was a major factor, but also many aspects of security was just as crucial to the ultimate decision.

Everyone with a modicum of sense can see that you are merely cherry picking the little points to suit your argument and then apply what you think is the appropriate spin to it.

The oily one

i don't want to get my hopes up but the bit about new packaging is very encouraging.

"The appointment follows ASDAs decision to re-launch its ready meals range this coming autumn with new recipes and new packaging. The business is worth around 30 million"

baza, i feel that wind again............................... but, then again , i was drinking real ale last night...... and lots of it.

Is there a connection?

RNS 19th July 2005

Stanelco confirms Mondini as Partner in

Development of new GREENSEAL RF sealing tray lidding machines

Stanelco plc (Stanelco or the Company), the RF Applications Group, is pleased to announce that it has entered into a commercial agreement with G Mondini Spa, a world leading manufacturer of tray lidding machines, to jointly develop a purpose built RF tray lidding machine using Stanelcos GREENSEAL technology.

The agreement is the first by Stanelco with an original equipment manufacturer (OEM). This is an important development as it should allow Stanelco to supply its technology to food packers as part of new OEM machines as an alternative to retrofitting existing machines. By further improving machine reliability and lowering costs, it will greatly speed up the acceptance of the GREENSEAL technology as an industry standard within the packaging industry.

The new machine will initially be made available to suppliers of ASDA Stores Ltd (ASDA) in the UK and Ireland in accordance with an Agreement between Stanelco and ASDA.


About G.Mondini SpA

G. Mondini S.p.A. has highly specialised-technical staff, selected and skilled labour and high-quality hand-manufactured goods, counting now among its customers blue-chip companies such as Bahlsen , Bonduelle, British Airways, Danone, Del Monte, Ferrero, Findus, Geest, Lidl, Nestl Perdigao, Pillsbury, Qantas Air, Northern Foods, Bluecrest, Headland Foods, Mc Cain, Perkins Foods Sadia, Heinz, Lufthansa to name just a few.


Just a thought

:-)

We know ASDA are very impressed with Greenseal and are continuously finding new applications for its use. If they are about to re-launch their ready meals range surely they're going to go with Greenseal now otherwise they'll have to re-design the packaging again in a few months time, clearly this is the sealing of choice for ASDA.

My only concern is that we've heard nothing about retrofitting RF heads to Northern Foods lidding machines and with phasing in of the new range beginning 17th September I would have expected to have heard this at the EGM. Full production isn't until the end of October so I suppose there's still plenty of time to get those machines retrofitted.

Maybe we'll hear something this week!

Cantlose

Terry Robins sent me an e-mail to a query I had, although he didn't answer the question I asked he did give a little bit more information regarding Mondini machines, your post has just reminded me of that e-mail and I've copied the relevent bit below.

.....We are currently building two purpose built machines for specific customers and in discussions and further demonstration trails with others. We have taken on a Commercial Director, Martin Wagner, who is ex ASDA which has proved to be an excellent decision.......

Hi All,

Well done to Seroxat for finding the Northern Foods announcement :)

There is no doubt in my mind, that the 'new packaging' will be Greensealed, and it could welll be Starpol 2000 too. ASDA must be trialling it, as they have Greenseal exclusivity for a year.

If the production is being phased in from the 17th, then watch out for an announcement next week or the week after then .... ?

Northern Foodas are the biggest supplier in the UK, check out the 'RF Sealing Food Packaging' page on my website, scroll down to the pie charts .... http://www.stanelco.devisland.net/


Something I posted at the end of last year, on another website ....

And a number of other food processors such as Northern Foods, a leading UK food producer, employing around 23,000 people, 1 in 5 ready meals comes from these, "Northern is a leading player in this sector with more than 20 per cent of the market share of the UK chilled ready meals/meal solutions market and a similar share in the chilled party food market over Christmas and the New Year", "We continue to develop partnerships with the UKs major food retailers and sales to our top five customers - Marks & Spencer, Tesco, Asda, Sainsburys and Morrisons/Safeway made up 75 per cent of our total sales during the year 2003 - 2004". Northern Foods has annual sales of 1.4 billion. Its top competitors are Unilever, Hazlewood Foods (owned by Greencore), Hillsdown Holdings, Geest and Uniq Plc, who may also convert to RF.

As for Ready Meals ....of the three big ready meal companies .... by ready meal production that is ....

Oscar Meyer is the smallest
Hazlewoods is the second biggest
Northern foods is THE biggest

IF Oscar Mayer need 30 machines to package over 3,000,000 ready meals a year, and Hazlewoods package 80,000,000 ready meals a year, then Hazlewoods must have around 800 machines, and Northern Foods must have EVEN MORE !

looking at Northern foods turnover of 1.5Bn+ compared to Hazlewoods 875m, Northern will likely have over 1200 machines !

Cheers,
PM

A wee bit more ....

http://www.northern-foods.co.uk/embedded_object.asp?docid=1001526

Northern Foods is a leading UK food producer, employing around 23,000 people. Our focus is on serving the leading national retailers in the supply of high quality chilled foods under their retail names. We also have successful brands in biscuits, frozen food and savoury products

http://www.northern-foods.co.uk/

Northern Foods ability to identify and respond to market trends is key to the development of our relationships with our retail customers.

We continue to develop partnerships with the UKs major food retailers and sales to our top five customers - Marks & Spencer, Tesco, Asda, Sainsburys and Morrisons/Safeway made up 75 per cent of our total sales during the year 2003 - 2004.

The total market share of those top five customers also continues to grow, and currently represents over 60 per cent of retail food sales.

http://www.northern-foods.co.uk/index.asp?id=1000016

The convenience food sector has grown by 70 per cent over the past 10 years, creating a UK market worth almost 17 billion in 2003. This was a billion more than in 2002 and, according to Mintel, accounted for almost a third of total consumer expenditure on food.

Northern is a leading player in this sector with more than 20 per cent of the market share of the UK chilled ready meals/meal solutions market and a similar share in the chilled party food market over Christmas and the New Year. We continually research markets and talk to consumers to understand their motivations and needs which enables us to captalise on key growth areas.

http://www.northern-foods.co.uk/index.asp?id=1000013

II, why do you keep persisting in posting in-depth anti-SEO hate mail and is there anything about the company which you DO like?

Have you nothing else better to do at 02.00 in the morning?

21 July 2005

CHAIRMANS AGM STATEMENT

At its Annual General Meeting held near Leeds today, the Chairman of Northern Foods plc, Peter Blackburn said:

Trading in the first quarter was in line with our expectations, with underlying sales* for the 13 weeks to

2 July 2005, up by 3.2%. This compared to 1.4% for the same period last year.

We continue to operate in very competitive market conditions. As indicated in June, we are focusing our efforts in two key areas: driving sales growth and reducing costs in the supply chain, to ensure that we can perform successfully in this environment.