bosley
- 20 Feb 2004 09:34
ptholden
- 18 Sep 2005 22:57
- 9537 of 27111
shamoaner
what reputation. lol
paulmasterson1
- 18 Sep 2005 22:58
- 9538 of 27111
Driver Hi,
Very true methinks :)
Regarding one of the products I mentioned the market size of earlier, after doing a bit more digging I came up with some very interesting info, dated 9th Sept 2005, with huge numbers involved, so I hope Stanelco and Biotec can come up with the goods :)
Cheers,
PM
paulmasterson1
- 18 Sep 2005 23:00
- 9539 of 27111
Interesting develompents afoot ?
LONDON (Reuters) - Britain's largest retailer Tesco (TSCO.L: Quote, Profile, Research) has sent an in-house team to the United States to consider a bid for Albertsons (ABS.N: Quote, Profile, Research) , the American grocery chain with 2,500 stores, the Business paper reported.
Earlier this month, Albertsons said it had hired investments bankers to explore its options and would consider putting itself up for sale, with a price tag of $7.6 billion, as it grapples with intense competition from Wal-Mart Stores (WMT.N: Quote, Profile, Research) .
Tesco, which reports half-year results this week, has yet to find a vehicle to enter the lucrative U.S. market and is using the team to identify takeover opportunities, the paper said.
The team is in the early stages of preparing due diligence on the group which operates in 37 states, employs 240,000 people, and has annual revenues of more than $40 billion, before making a recommendation to Tesco Chief Executive Terry Leahy.
"We never comment on rumours or speculation," a Tesco spokeswomen told Reuters. In recent years, Tesco has been expanding rapidly in eastern Europe and east Asia.
In addition to the UK group, France's Carrefour (CARR.PA: Quote, Profile, Research) and Belgian Delhaize (DELBt.BR: Quote, Profile, Research) as well as Wal-Mart are eyeing up the U.S. chain, although Wal-Mart, the world's largest retailer, would face competition issues bidding for the whole group, the paper said.
Separately, the Sunday Times reported Tesco has assembled a land bank of more than 185 development sites across the UK, dwarfing the combined land banks of the next three biggest UK food retailers, Wal-Mart-owned ASDA, J. Sainsbury Plc (SBRY.L: Quote, Profile, Research) and Wm Morrison Supermarkets Plc (MRW.L: Quote, Profile, Research) , and says Tesco's UK grocery market share could reach 45 percent within 5 years.
Currently, Tesco owns 546 supermarkets in Britain and a further 646 smaller convenience stores.
In addition, the Sunday Telegraph reported that Tesco will create 7,500 new jobs between now and February as it opens new stores and expands its growing non-food product areas.
Analysts expect Tesco to report a 15 percent rise in its first-half pretax profits to around 886 million pounds when it reports results on Tuesday, September 20.
Greenseal and Starpol to save ASDA and Wal-MArt from Tesco ????
Cheers,
PM
paulmasterson1
- 18 Sep 2005 23:06
- 9540 of 27111
bosley
- 19 Sep 2005 09:08
- 9541 of 27111
hello, good morning and welcome to rampers-r-us. think of a number and multiply by 10, then shout it out loud. bloody hell!
ptholden
- 19 Sep 2005 09:24
- 9542 of 27111
with you on that one Bos. Let's get past 20p first. Jeez they have all gone mad!!
pth
mort
- 19 Sep 2005 09:33
- 9543 of 27111
Morning,
maths is it, my number is 1:875 x 10 = 18:75
bhunt1910
- 19 Sep 2005 09:35
- 9544 of 27111
A typical monday morning - down again - but recovery by Friday ??
Baza
stockdog
- 19 Sep 2005 10:48
- 9545 of 27111
Bos/pth - don't say you're trying to bring a note of reality back to this thread - good luck to you both.
Still holding above the 18p support by a short tick, but a nasty case of tray-lidders droop making that look a mite vulnerable. Is it a sell if it breaks below this level?
sd
bhunt1910
- 19 Sep 2005 11:56
- 9546 of 27111
SD - I guess it depends whether you are in for the long term or are looking for other short term gans.
This company does appear to have so much going for it - perhaps we are just being unrealistic with the time frames for news.
I see the capsule thing as being a subsequent stage as it still needs to get regulatory appoval and SEO still need third parties to get it to market in any volume. I am convinced that this will happen - but not short term.
In the meantime - we need some news on greenseal and starpol to stir the sp.
Baza
paulmasterson1
- 19 Sep 2005 12:10
- 9547 of 27111
Baza Hi,
How do you think the S.P will be affected by a heads of agreement with Cardinal or Capsugel(Pfizer), to develop the capsules jointly ?
Also I am expecting a string of RNS relating to other Biotec IP, over the next 3 months, that plus a few Greenseal and Starpol 2000 trays and film RNS, maybe the odd Frogpack and Petalpack RNS, it's going to get really exciting on here, but expect an influx of low-life bashers too ....
Cheers,
PM
bhunt1910
- 19 Sep 2005 12:34
- 9548 of 27111
Paul - I do love your posts as it provides tons of data and keeps me focused on the future - but I am also a realist who has got both of his feet firmly planted on the ground - and I do like to see some facts (and some orders - which I am sure will come).
The RNS's from SEO provide information and so far there has been nothing that has given me caause for concern. They have an excellent product base and the deals they have done in my view set the company up for the future - but I do beleive we need to give the team chance to deliver the orders - which as I say I am convinced will come.
Whilst I would love to see the sp explode, these deals do take time to put together and more importantly - getting the right management teams together to deliver all of these products will be exercising the current managements time.
They have already said that they are currently picking off the low hanging fruit - ie the easy stuff and prioritising their resources - what we dont want is for them to keep hopping from product to product and never deliver anything.
As always - I am looking for 30p by Xmas - but secretly hoping for more (pl;ease dont tell anyone my secret!!)
Baza
bhunt1910
- 19 Sep 2005 12:36
- 9549 of 27111
Paul - sorry - I did not answer your question - if a heads of agreement was signed - I think it would make a signifivant difference to the sp - but I am qualified to quantifiy by how much - I leave that to others - but I do agree with you that there is massive potential.
Baza
paulmasterson1
- 19 Sep 2005 13:22
- 9550 of 27111
When will the oil run out?
Experts argue: Now or 30 years away
By GEORGE JAHN
Associated Press Writer
VIENNA, Austria | Fact: World oil production will peak someday, and supplies will start running out. But when will the tipping point come -- in years, decades, or a couple of months from now?
The oil industry says crude will be plentiful for at least another generation. But some experts argue reserves are overstated, oil technologies are limited and demand, sharply boosted by the needs of China and India, could soon outpace supply.
European Union finance ministers are asking the Organization of Petroleum Exporting Countries to ramp up production when the Saudi-led cartel meets Sept. 19 in Vienna -- despite the failure of similar boosts over the past year and a half.
Skeptics say that won't work.
"World oil production is going to peak on American Thanksgiving, with a three-week period of uncertainty on each side," declares Princeton professor, geologist and oil maverick Kenneth S. Deffeyes. He uses a formula first developed to pinpoint with near accuracy 1971 as the start of oil production decline in the United States.
Once supply begins to dwindle, the years to follow will see shortages that at best will cause "global recession, possibly worse than the 1930s Great Depression," says Deffeyes. At worst, he warns of "war, famine, pestilence and death."
Deffeyes' prediction is clearly controversial. Still, it is gaining an audience, and dozens of energy experts and academics say his arguments have merit.
With supply already barely matching demand and prices high and rising, the U.S. oil giant Chevron has begun running ads declaring that "the era of easy oil is over." And normally skeptical organizations are expressing worry.
"The world has never faced a problem like this," says a report prepared this year for the U.S. Department of Energy's National Technology Laboratory. Although oil companies have searched intensively for new oil finds, "results have been disappointing," says the report, from Science Applications International, which focuses on security and energy concerns.
More worrisome are claims of inflated reporting by the Saudis, Iran and most other OPEC members whose national oil companies are not legally subject to audits and other controls. Even firms like Shell and Chevron are thought to base their proven reserve figures in the Middle East in part on unchecked numbers provided by OPEC-member state companies.
OPEC nations deny padding their figures but even governments are becoming openly skeptical.
British Treasury chief Gordon Brown on Tuesday urged OPEC members to "become more open and transparent" on how much oil they really have and how they plan to develop it.
Energy expert Matthew Simmons says that except for Libya, Algeria and Nigeria, OPEC countries tripled their reserve numbers in the 1980s with no supporting data.
Simmons, who advised George W. Bush's 2000 presidential campaign, says most OPEC nations were involved in a "proven-reserves arms race" -- overstating recoverable stocks because the organization assigned production quotas according to each country's reserves.
In reality, Saudi reserves are probably closer to what they said they had 25 years ago and the same goes for most other OPEC nations, said Simmons. Middle East proven reserves are very likely only a third of the approximately 700 billion barrels being claimed, he said.
Simmons, whose Houston-based Simmons & Company investment firm guides companies in energy-related acquisitions, is also dismissive of claims that improved technology will increase oil recovery from reserves. He points to the story of North Sea oil, whose production peaked six years ago, despite all-out industry attempts to tap unexploitable reserves through new means.
So when is oil going to peak?
Simmons won't go as far as Deffeyes and his Thanksgiving projection. Still, he points to the world's present huge appetite for crude in saying the decline may begin sooner than some think, but will stretch over decades before the last barrel is used up.
"The difference between peak oil happening and (oil) running out completely is the difference between me saying 'I'm getting slightly hungry' and 'I'm starving to death,"' he said.
bosley
- 19 Sep 2005 13:51
- 9551 of 27111
again, relevance?
shamona
- 19 Sep 2005 13:53
- 9552 of 27111
I live in Aberdeen and well remember when the city first started booming in the seventies due to North sea oil, the experts then said it's only going to last twenty years so make the most of it! What utter piffle, we've barely scratched the surface; the same argument will still be raging in 50 years time and then some.
We had Europe's largest ever oil show up here last week and confidence has never been so high, if you're waiting for oil to run out you've got an awfull long wait on your hands.
shamona
- 19 Sep 2005 13:56
- 9553 of 27111
bosley
You are quite correct in saying this has no relevance at all, masterson will point to oil running out as an opportunity for Biotec trays to rule the world though!
I'm stopping posting here for a while, from now on i'll only respond to blatant untruths.
All the best chaps.
paulmasterson1
- 19 Sep 2005 15:29
- 9554 of 27111
Bos Hi,
Biotec TPS ....
Oil is running out, wherever possible alternatives will be sought, also cutbacks will start happening, oil will only be used where it is needed, so certain byproducts of oil may get in short supply, including some plastics.
Stanelco has the answer to the problem of petrol based plastic in packaging, forward thinking companies will start changing to starch based plastic sooner rather that too late, articles like the one I posted earlier raise awareness of how dire the situation is becoming, and those in charge of companies that use petrol based plastic packaging, will know what action they must take .... buy Starpol 2000 ....
I have had two replies from my last e-mailing of big companies with Stanelco's Biotec TPS related RNS's, and the replies were both very positive.
Cheers,
PM
paulmasterson1
- 19 Sep 2005 15:32
- 9555 of 27111
Hi All,
All indicators are showing 'OVERSOLD', expect a big bounce, before any of several RNS's arrive ....
Cheers,
PM
Oilywag
- 19 Sep 2005 15:37
- 9556 of 27111
Hi PM1
Without mentioning any names, what was the gist of the replies that you received from the two big companies you e-mailed about the capsules? I assume it was about pharmaceutical capsules given your recent postings?
The oily one