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

paulmasterson1 - 19 Sep 2005 19:35 - 9570 of 9572

Oily Hi,

For one thing, I would have to cut out certain words that would give away the idea, due to commercial sensitivity(someone might steal the ideas !), also the e-mails are from them to me, so should I or shouldn't I post their 'in confidence' replies ????


LOL

Companies giving sensitive information to 'the privileged one'?

This thread gives great entertainment. Is there such a phrase as 'to be googlerised'? As in death by google?

No offence to regulars who I come across on other boards.

Zscrooge Hi,

LOL !!!! .... is all I can say to that .... who do you think is giving whom the sensitive information .... it's MY IDEA !

Cheers,
PM

Hi All,

I notice people are waking up to Biotec now, so I give you some info to digest, and then you might see the part of the big picture for Biotec, and its collection of IP ....

Right-click and save the PDF, then open it, it's better than in a browser :)
Bioplastics PDF

EXECUTIVE SUMMARY
The market for plastics in the United States and Europe is about 73 million tons and is growing
at an annual rate of 3 5%. The major end uses are packaging (about 25% in the US and 36% in
Europe) and construction (about 22% in the US and 20% in Europe). Other important markets
include transportation, furniture and furnishings, electrical and electronics, adhesives, inks and
coatings.

There are two basic types of plastics. Thermoplastics like polyethylene (PE), polypropylene
(PP), and polyvinyl chloride (PVC) make up the greatest share of plastics used in packaging.
They can be softened by heat and shaped by extrusion, moulding, or pressing into any form
required. They are also recyclable. Thermosets are plastics that can be softened when heated, but
cannot be converted back to their original form. Thermosets are valued for their durability and
strength and are used primarily in automotive and construction applications, although they can
also be used in adhesives, inks and coatings. Examples of thermosets include polyurethanes,
unsaturated polyesters, and epoxies.

Plastics can also be divided into commodity polymers (e.g., PE, PP, PVC), which sell for under
CAN$2.82 per kilogram; mid-range and transitional polymers (e.g., PET, Nylon), which sell for
CAN$2.82 to $5.64 per kilogram; performance engineering polymers, which sell for US$5.64 to
$28.22 per kilogram; and high performance plastics at greater than US$28.22 per kilogram.
Canadas plastics industry focuses mainly on commodity plastics. Engineered plastics are
typically imported from the US. At present, the performance limitations of most bioplastics
restrict their applications to commodity plastics. However, new technological developments are
allowing bioplastics (e.g., PLA) and bioplastic/synthetic blends (e.g., PEIT, PTT, or 3GT) to
penetrate the mid-range and transitional polymer category.

Biodegradable plastics are gaining market momentum in Europe as a result of government
regulations promoting the composting of biodegradable materials. The EU market for bioplastics
in 2000 was 23,000 tonnes and is expected to grow to 454,000 to 907,000 tonnes by 2010, and 3
5 million tonnes by 2020. Polymers made from renewable resources derived from starch and
sugar are expected to account for 60% of the market for EU biodegradables in 2010, in part
because of their greater cost advantage over biodegradable synthetic polymers made from
petrochemicals. Films (50%), foams (20%), and a variety of others, e.g., fibres and functional
additives (30%) will account for most of the product types. Market segments will include
packaging, textiles/nonwovens, horticulture/agriculture, and as well as non-biodegradable
products. By 2020, the share of polymers from renewable sources is expected to increase to 70
80% of the EU biodegradable market.

At present, starch-based bioplastics (either unmodified or modified and complexed with other
polymers) account for most of the production capacity in Europe. The major centres of
production are Novamont (Italy) and National Starch Company (UK), which have a capacity of
32,000 tonnes, and Rodenburg BioPolymers (Netherlands), which has recently constructed a
36,000-tonne facility that converts waste potato starch into bioplastics. Packaging materials
(food, loosefill, shopping bags, fruit and vegetable wrap, catering service ware, composting bags,
and agricultural film) have penetrated most Western European markets including England,
France, Germany, Italy, Scandinavia, Switzerland, and Austria.

The US markets are also expanding, but they are being driven more by traditional economic
drivers such as price and performance. Production capacity in the US is dominated by Cargill
Dow LLC, which has built a 140,000 tonne per year polylactic acid (PLA) plant in Blair,
Nebraska. PLA is being used to make food packaging (e.g., bio-oriented films, thermoformed
trays and lids), fibre applications (apparel, industrial fibres, nonwovens) and fibrefill
(comforters, pillows). Cargill Dow has identified market opportunities for 4.3 billion kilograms
of PLA, valued at over $12.8 billion.

At present, other renewable sources of bioplastics like polyhydroxy alkanoates (PHAs/PHBs),
proteins, and cellulose derivatives represent only a minor fraction of the market, although this
could change dramatically as a result of new research and development. For example, Proctor &
Gamble has made great progress and hopes to commercially produce PHBs by 2004.
Current market projections for bioplastics in Europe and the US do not appear to threaten food
markets. The 3 5 million tonnes of bioplastics predicted for the EU by 2020 would require an
estimated 2.5+ million acres. The total identified market opportunities for PLA worldwide would
require about 6% of the US corn production, well under annual ending stocks (back-up supply)
of 10.3%.

Bioplastics production is also expected to reduce greenhouse gas (GHG) emissions. As a rule of
thumb, starch-based plastics can save between 0.8 and 3.2 tonnes of CO2 per tonne compared to
one tonne of fossil fuel-derived plastic. The range reflects the share of petroleum-based
copolymers used in the plastic. The lifecycle GHG savings (in CO2 equivalents) for oilseedbased
plastic alternatives has been estimated to be 1.5 tons per ton of polyol made from rapeseed
oil.

The International Biodegradable Polymers Association & Working Group estimates that CO2
savings potential would be 9 27 million tonnes if the EU market for biodegradable plastics was
to reach 3 5 million tonnes by 2020, assuming renewable raw materials were to comprise a 70
80% share of that market, and 50% was compostable.
Cargill Dow LLC has compared the life cycle CO2 emissions from various plastics and found a
very favourable profile for PLA, significantly better than cellulose, nylon-6,6, PET, polystyrene,
and polypropylene.

Based on the data currently available, it appears that bioplastic production is a sustainable activity.

A wide range of natural biopolymers can be used to make plastics. In general, these biopolymers
come from livestock, crops, forests, marine life (e.g., shell fish and algae), insects, bacteria, and
fungi. These biopolymers can be used for a vast range of applications, including but not limited
to, adhesives, coatings, high performance fibres, plastics, cosmetics, pharmaceuticals, and
medical and surgical devices. This study focuses on industrial-scale applications using
biopolymers derived from agricultural feedstocks. Bioplastics represents one of the largest
potential application areas.

The current market (2002) for starch-based bioplastics accounts for about 23,000 tonnes per
year, although production capacity has now increased to about 68,000 tonnes per year. This
increased capacity will allow further market expansion. Until the Cargill Dow PLA plant was
built, starch-based plastics accounted for about 75 80% of the global market for bioplastics.
About 75% of the starch-based plastic resins are used for packaging applications. The main
advantage of starch-based plastics is their lower cost compared to other synthetic biodegradbale
plastics. Their weakness is their water sensitivity, although this issue can be addressed in
numerous ways, e.g., by blending starch with biodegradable synthetic polymers. The price of
starch-based bioplastics in Europe ranges from $2.04 to $6.52 per kilogram.

A number of companies are now producing starch-based plastics including: Biotec GmbH
(Germany), VTT Chemical Technology (Finland), EverCorn, Inc. (US), Novamont (Italy),
EarthShell (US), AVEBE (US), Rodenburg BioPolymers (Netherlands), StarchTech, Inc. (US),
and Vegeplast (France). Perhaps the main player in Europe at the moment is Novamont (Italy),
which owns 80 patents and related extensions.

LOL !!

Packaging companies worldwide are waiting here with baited breath for paul to let his idea slip, I can almost feel the tension!

ps You need help son.

Roll out the google's, people are questioning me:-)

Some things never change.

elrico

Are you for real?

I'm only asking because the grammar and spelling in your posts falls somewhat short of what I would expect from the editor of lemminginvestor.com.

If Howard White had informed lemminginvestor that Northern Foods was not on its current list I would have expected this to have been given more prominence in lemmings most recently written article on SEO.

I therefore have great reservations about the validity of your statement and would welcome any further details to corroborate your post.

Seroxat

I second that. My feeling is that elrico's post appears to have been written, or re-written, and if it was, then why did the person responsible for the original post, merely cut and paste like most normal people would do, unless they don't have the technical knowledge to perform that basic task.

If it was written and not lifted from Lemminginvestor's site, then there is a serious charge that can be made against the culprit.

The oily one

seroxat - 19 Sep 2005 22:42 - 9579 of 9580

Regardless of typo's and grammar my friend, my time is at a premium - a lame excuse as maybe, just as is your motive to discredit me:-)) That said, I should have taken more care.

If Howard White had informed lemminginvestor that Northern Foods was not on its current list I would have expected this to have been given more prominence in lemmings most recently written article on SEO.

Have you actually read any of our reports on SEO?

SEO bashers!! I do not make a habit of engaging in public cat fights. I hope you will forgive me for not entertaining you further, unless you have specific questions, and address them to me in a adult manner.


Best wishes

Amities. Like yourself Bos there was a time when i viewed the notion of SEO as type of jigsaw with an emerging business model developing / emerging . Perhaps another tetrapak.? Perhaps not ? But that initial move from 4.75p was a long time ago and NOTHING beyond the veneer has changed. l wrote that when the s/p was 23p and sinking The ballgame has changed dramatically. The smokescreen is lifting .Fiscally its a house of cards with an awful overhang of shares in my opinion .l have a feeling SEO will be truly tested in the coming weeks without some MEANINGFUL positive RNS reg Greenseal. lts as simple as that . No "ifs" and "buts" , might or might nots " . Thats it . ln my eyes its all becoming a house of cards scenario with its domino like accompanying decline in s/p. .lf everyone is honest with themselves they KNOW all the clever money and traders deserted this share back in when the s/p was 26+ps/p. Only TRUE investors and the scared remain Now it has to stand on its own two feet.And the mechanics of the market can be cruel And what with stop gaps self triggering @ around 16p due to truly phenomonal massive buying between 18p and 20p { in excess of 30 million } a few weeks ago. it could be a bloodbath. "Stalingrad live " That is a worst state scenario , of course, but while this selling pattern continues with a dearth of REAL news this stocks which issues more RNS than HNR m/c looks more than scarey. On certain days the buying volume is derisory. 14p could be the next support level .lf Simon C. decided he to exact a little revenge on SEO i believe his moment has arrrived. . Scarey monsters and SEO . As a pure high volume 100% percentages CFD player playing short term which is the diameric opposite to the long term investor l would be more than slightly alarmed at this moment to be long or slumming on a t+15 or 30 rolling settlement. ,,,,.........All the best to those who hold of course...,,...Before i return to the ethers. Who are you Paul Masterson ? Your certainly not a genuine punter ? ln addition Last year Why did lan Balchin sell on the open market 4 million shares @ market price of 4.75p. Had he waited a month he could have had triple that , a year and had 30p ,,,,,Or does he even know whats going on ? DO any of them .....Or is this SEO a giant mistake. .an expensive one ,,,,,,,,,,,,,,,,,,,,@+ J..

IMO worrying times for SE0 - I hope the long term holders can get some good news this morning as the bidprice was below 18p and the midprice struggled to stay at 18p - it is clear that Greenseal is not going as well as it was hyped - but it did allow fundraising - and now people are trying to hype Biotec - this present price was built on Greenseal - with now around 850 confirmed Greenseal orders in the price - but only 2 confirmed so far - some may say changing ships halfway through the voyage is not a bad thing - I would say the failing - IMO - of Greenseal sales and move IMO to hype Biotec as more of the same - Biotec was a loss making company with a product and with a large debt - like Greenseal it has to prove itself with sales - and not trials - can it ? - with oil on a short term high and it should fall back soon - after more rises - to around 40$ a barrel in the near future - are the super cost cutting and cost conscious supermarkets going to commit to a product that in 18 months might be twice the cost of oil based products ? Similar to Greenseal they - the supermarkets - can use the threat of bio products production costs and oil products present increased production costs - as a way of reducing oil based products cost - by getting margin reductions from the oil based product suppliers - to them as a short term measure until oil finishes its upward rise and falls again on higher production being online - Biotec IMO is very good for SP Metal and just another idea for SE0 - IMO SE0 is helping the supermarkets get cheap purchasing but there is nothing in it for SE0.

It remains jam tomorrow and a tomorrow that never comes ? -



With no news coming and a lot of stop losses getting near - any fall could set off a chain reaction that would drive the price down very fast - they need to release very good news and very soon - 500 Greenseal sales would support the price at 10p and would be a start -

All IMO - DYOR

TFC - try the traders thread, this one's for investors.

elrico

I'm not an SEO basher, quite the opposite and it was not my intention to discredid anyone simply to clarify if Howard's statement was true, because if so It gives me cause for concern, the same concern expressed in the lemming write up of SEO. Your post was the first to mention this and I hope you can see the impact this might have so I don't think it unreasonable to ask for further clarification. Anyway, I've emailed Howard and Terry Robbins, and if I get a confirmatory reply I'll let everyone know.

TFC your a total prick throwing pathetic allegations at me, now f'off you low life bashing turd ...

PM

TFC( thick f'in *unt) squelched ....

PM

Just to enlighten people, I have pinched this from another bb and I hope that the person who posted this doesn't mind but this is to clarify the situation:



"The guy at Lemming who mails me is called elric-the user name above is elrico.

My e-mail update from lemming this am from elric does not mention Stanelco.

The Northern Foods announcement does mention new packaging-what else could it be?

I suspect this could be naughties from the usual derampers!

Having said that if its true then it will be time for LOL-LOL!!!

Lets see what the price does today???"

Kong

It has been very downturning for SEO lately

PM1

I know that TFC made remarks about you in his post above, but why go into the tirade and imply that language in response?

The oily one

Well with Northern foods now known not be using Greenseal we see a lot of longs leaving stage right and shorts moving in to replace them, those who bought early had a good run and it was fun while it lasted.

Onto the next ramp..............

Sham,

Thought you weren't gonna post again?

Kong

I'm not, simply saying farewell!