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

Hi All,

I am reading the note from http://www.lemminginvestor.com for the second time, and here is a sample of the kind of facts you can find, if you look in the right places.

"The capsules are likely to be enthusiastically received by the more than a
billion people vehemently opposed, for religious reasons. to consuming bovine or porcine
gelatine, and to the rest of us concerned with the risk of CJD disease."


I am told that Lemminginvestor have spoken to three Stanelco staff, to get the facts ironed out, before they would publish their note, so this is a 'must read' .... it will cost you a subscription, but IMHO lemminginvestor is worth the money, and I have been a subscriber for the most part of this year.

Cheers,
PM

shamona
sd was asking me as a joke you obviously have no sense of humor, get on with your toys.

Hi All,

One more gem of a comment from http://www.lemminginvestor.com/ they speak to various staff at Stenelco HQ, unlike all the bashers like sham owner, iidiot, etc, so they know whats really happening, and they understand the potential, and they know where the company is heading ....

"Mass global markets
SEO arguably remains one of the most interesting of probable future giants of the LSE,
though it is still at a very early stage, and only just turning commercial."

Cheers,
PM

A snippit from L/investor The biodisposable knowhow at Aquasol and Adept Polymers has been rapidly expanded by leveraging the opportunities for Starpol first through Biotec, then through Natureworks and the global marketing clout of its parent $2billion/pa profit making Cargill. The network has more recently expanded by attaching SP Metals.
This strategic flurry of deals is creating a large second robust support to the group's future, and reduces the risk. It has been planted firmly and with strong economic presence in biodegradeability and waste control an industry whose time has come.
Two other incipient centres of expansion are increasing credibility: Frogpak/and its floral derivative Petal Pack is going commercial, slightly ahead of Bubblewrap/ Cradlewrap.

lemminginvestor has just posted a six page review/update on the company. It looks from the lemming view that the biodisposable knowhow at Aquasol and Adept Polymers has been rapidly expanded by leveraging the opportunities for Starpol first through Biotec, then through Natureworks and the global marketing clout of its parent $2billion/pa profit making Cargill. The network has more recently expanded by attaching SP Metals.

This strategic flurry of deals is creating a large second robust support to the group's future, and reduces the risk. It has been planted firmly and with strong economic presence in biodegradeability and waste control - an industry whose time has come.

Two other incipient centres of expansion are increasing credibility: Frogpak/and its floral derivative Petal Pack is going commercial, slightly ahead of Bubblewrap/ Cradlewrap.

www.lemminginvestor.com

Packaging is at the heart of the global economy. Every citizen of the developed world consumes it every day, and in that sense packaging is relevant to more individuals even than transportation. SEO is potentially a great general packaging group of the future once it passes its current product and market testing and demonstrates actual rather than hoped for viability

lemming considers the share price to be at high risk as long as there is no explanation of the role of Norhern Foods and their immediate stance re Greenseal, and or whether and/or how Ferndale Foods lost their footing and their contract. Clarification of these points would remove one of the the issues holding back the price.

The guy who runs Lemminginvestor is a retired engineer who decided to start up a website, he has no more experience of the markets than joe bloggs yet because he starts a site it's treated as genuine top notch info!!!!!!!

Ask Scrutable what he was saying about Bioprogress a year ago, you'll then see how far off the mark that prediction got him.

As for speaking to 3 Stanelco staff, deary me;;;;;you could all call up reception and ask them questions and you'll be privvy to the same info as him, website ownership does not mean access to info outside the public domain.

Masterson, keep abusing and posting crap and i'll keep coming back with facts.

Another problem with speaking to Stanelco is the fact the White family own 25% of the company, they're hardly going to feed anything negative to an amatuer journalist like scrutable are they??????????????

shamona
what a breath of fresh air to this site you are , glad to read a different viewpoint other than the rose tinted pish that`s usually posted.

Gem Hi,

Sarcasm at it's best .... LOL !

Cheers,
PM

shampooner and paul - thanks for your answers. I guess irony is dead amongst the fanantical - my fault for a cheap joke. lol!

sd

Hi All,

Did anyone notice that the Packaging Innovation Show exhibitors list includes Cardinal Health ??

Much chatting about capsules with Stanelco, when the rep's meet up after the days work :)

http://www.packaginginnovationshow.com/ exhibitors list

SD Hi,

I irony my trousers, shirt and tie every day .... LOL !

Cheers,
PM

Shamona - Have you tried to contact SEO? - No I thought not

If you had - you would know that you will get put through to Ian Balchin or Howard more often than not.

They do seem quite happy to discuss things (that are discussable) with their shareholders and investors - as well as the press.

Interstingly - when I asked about Northern Foods - SEO were unable to discuss because o SEX regs - read into that what you might!

Baza

I think it's inconceivable that Northern Foods won't sign up to Greenseal in the next week or so. In my opinion, Northern Foods simply wouldn't have been awarded the contract without committing to Greenseal.

Perhaps Ferndale Foods were at a disadvantage because they didn't have ASDA dedicated lines which could be easily converted.

Dormar Hi,

Good thinking on the dedicated lines :)

No way would Tony Ruane accept signing a new deal, unless it included Greenseal (and probably Starpol too).

Northern are a huge company, they are the biggest ready meal supplier with over 80,000,000 per annum (before this contract that is !) so they are quite likely to have enough machines to give ASDA exclusive machines for this contract.

Announcement on Monday ? the day the contract goes live ?

Cheers,
PM

I suspect that Ferndale may have lost this particular contract - but they may still be in the running for others?

Baza

Paul - one of the things that Ian Balchin said when I asked him about the problem of using the same production lines for different retailers was that several (I think he said several) of ASDA'a suppliers would have dedicated product lines - indeed dedicated depots to supply ASDA.

Perhaps Northern Foods were able to committ to dedicated depots converting over to SEO products but Ferndale weren't (I dont know how big Ferndale are ?)

Baza

Perhaps rf was too costly and cost Ferndale the whole contract!

Perhaps one day masterson will go the whole day without ramping!






Then again, maybe not:-(

PM, Hi

Yes, I would be surprised if it didn't include Starpol.

I'm not sure how many ready meals, and therefore machines, a 30m contract implies, but if it's say 10 machines, the royalty to Stanelco would be 250k. Which as a percentage of 30m is naff all.
Northern Foods would be saving somewhere near 1m annualy, by adopting Greenseal.

So I can't imagine that ASDA had to do too much arm twisting!!!.