bosley
- 20 Feb 2004 09:34
proptrade
- 21 Sep 2005 17:04
- 9775 of 27111
PAUL, any chance of replying to the email i sent you to your site?
cheers
rgds
PT
bosley
- 21 Sep 2005 17:06
- 9776 of 27111
well done baza. i was patting myself on my back this morning for closing my cfds yesterday. now i'm kicking my own arse!!!!! double loss!! ho hum!! rns tomorrow, methinks?
qc
- 21 Sep 2005 17:22
- 9777 of 27111
Elrico,
I used the term muddy as in my eyes the piece, at the time was not considered to be genuine, only answered that Northern Foods was not currently on SEO's list(whatever that means I am afraid is muddy to say the least) and has been replicated on other sites with what appears to be a post to someone on a BB before the report making it look shabby and frankly, a hoax. The fact that the first part of the replication elsewhere mentioned 2-4p by Xmas did not help!
I accept that you do report honestly although I am unsure of your motives for allowing part of your report, which seems to be the negative part in many peoples eyes(the reason why I said people had shat themselves) to be displayed on various BB's.
I am also still unsure from reading the piece in question, time after time, what clarification you actually have regarding Northern Foods? Do Stanelco have a list of ALL ASDA suppliers that they are to convert as part of the ASDA deal and if so did HW mean that Northern Foods are not on the list and never will be? There is a big difference between not now and they will be on Thursday morning. For that reason I still feel that the Northern Foods issue is muddy and requires clarification.
As I have already said, too much is made of Northern Foods IMO and if HW says they are still working with several ASDA suppliers it hardly suggests the crisis that many reading your report(the published bit) seem to believe.
Q.
bhunt1910
- 21 Sep 2005 17:39
- 9778 of 27111
Hey Bos - looks like I got a bit lucky today - lets hope tomorrow continues the trend
Baza
elrico
- 21 Sep 2005 18:02
- 9779 of 27111
qc -
I can categorically and unequivocally deny Lemming Investor ever posting those price projection you mention. We often comment of charting signals, support levels, etc. At the time of our last report, we suggested the shares to be oversold. We certainly did not suggest a target of 10p or lower.
We can not be held responsible for other peoples actions. They have their motives - we make our clear. Or try:-)))
Let me clarify our stance. We believe SEO will, in time reward the patient investor, but may catch the short term traders out if, as we expect, the company announce further contracts for its GREENSEAL TM technology. And, as we expect - the Biotec value becomes more visible to the market.
All I can say, is Northern Foods is not on SEO`s current list, but they are working with several ASDA suppliers and will announce the milestones as and when appropriate to do so. No, SEO did not list ASDA`s suppliers. That would constitute a breach of confidence on SEO`s.....I assume.
We will then be in a position to revisit SEO
I am happy to discuss this privately should you wish. I am mindful not to abuse this threat for self promotion.
elric@lemminginvestor.com
PS: If you doubt our stance, I suggest you as PM.
paulmasterson1
- 21 Sep 2005 19:01
- 9780 of 27111
Proptrade HI,
When did you send it ?
I can't see anything there from today or yesterday ?
Cheers,
PM
shamona
- 21 Sep 2005 19:23
- 9781 of 27111
Deary me, elrico is now using Paul to validate his articles!
The biggest lying ramper these threads have ever seen now appears to be on the books of lemminginvestor, I remember the site when it was free to visit and Mr K used to post up some really good articles; now money must have changed things and Mr K has moved onto Tips.
Back to business.....
Nice strong finish to today which should carry on until the weekend, Stanelco will know the market needs to hear Greenseal news and I don't think they'll dissapoint.
Bet a few of you were twitching this morning:-)
paulmasterson1
- 21 Sep 2005 20:36
- 9782 of 27111
Interesting to read about some of the recycing and waste saving that has been achieved, Stanelco will be a big player in this market soon enough ....
http://web.indstate.edu/recycle/caselist.html
Cheers,
PM
seroxat
- 21 Sep 2005 20:49
- 9783 of 27111
What an exciting day, glad I was out and missed the fun and games. Does this constitute a triple bottom or is one cheek too saggy?
No big trades after market close today, perhaps a little surprising after a 2.25p turnaround on the day, anyone think there are still large orders to fill?
Hi Bos, no plans to go to the MAM meeting in Manchester, more an investor than a trader!
KingKonggb
- 21 Sep 2005 20:59
- 9784 of 27111
ok so what has happened whilst I had to endure the M25 followed by the M40 all the way up to Warwick?
Blue day. Nice. Sham, looks like you may have scored with your trading!
Kong
bhunt1910
- 21 Sep 2005 21:03
- 9785 of 27111
Well there must be a strong possibility of an RNS tomorrow or Friday me thinks. I still favour Friday.
What an up and down day - had to change my trousers twice this morning - but still nothing has changed to make me think that this is nothing but a great company in the making - I think this management team is up to it - but time will tell.
Baza
paulmasterson1
- 21 Sep 2005 21:58
- 9786 of 27111
Higher oil prices just make Starpol 2000 even more attractive, and in food packaging, only Greenseal can be used to seal it.
Rita a substantial threat to Gulf oil-EIA
Wed Sep 21, 2005 4:35 PM ET
WASHINGTON (Reuters) - Hurricane Rita could have a "substantial impact" on U.S. Gulf Coast refineries, a situation that the nation's already tight gasoline market cannot afford, the head of the U.S. Energy Information Administration said on Wednesday.
Hurricane Rita was packing 150 mph winds as it churned through the Gulf of Mexico, with computer models forecasting landfall south of Houston on Saturday.
"There's a risk that we could have a substantial impact on further refineries," EIA Administrator Guy Caruso told a Senate Commerce Committee hearing on gasoline prices. "We clearly cannot afford any further disruptions in gasoline production and capacity."
Caruso's remarks echoed worries expressed by oil market traders.
Four large refineries in the Gulf Coast region, which together account for about 5 percent of U.S. capacity, remain out of service from Hurricane Katrina last month.
Soon after Katrina hit Louisiana and Mississippi on August 29, the nationwide average retail gasoline price jumped to $3.07 per gallon, nearly tying the inflation-adjusted high of $3.12 set in 1981.
Earlier on Wednesday, the EIA said Rita could threaten up to 18 Texas oil refineries that have a combined capacity of 4 million barrels per day, or nearly one-fourth of the nation's total refining capacity.
"While not all of this capacity would be affected under any scenario, it does point out how much refining capacity is at risk," the EIA said in a weekly oil market report.
Texas has 26 refineries, with 18 located near the Gulf of Mexico coastline, it said.
Marathon Oil (MRO.N: Quote, Profile, Research), Valero Energy Corp. (VLO.N: Quote, Profile, Research) and BP Plc (BP.L: Quote, Profile, Research) were among refiners that shut down or reduced operating rates at Texas refineries to prepare for Rita.
Thousands of workers were also evacuated from offshore drilling rigs and production platforms as a safety precaution.
"People were worried post-Katrina, as we have real tight product supply," said Jamal Qureshi, analyst at PFC Energy. "Now we have a hurricane heading for the bigger part of the coastal refinery center, threatening to blow a huge hole in products supply."
Valero, the nation's biggest refiner, said Rita's impact could be a "national disaster" and unleash retail gasoline prices above $3 a gallon.
Wholesale gasoline futures on the New York Mercantile Exchange settled at $2.0531 a gallon on Wednesday, up 7.65 cents. The futures price hit a record $2.92 a gallon soon after Katrina hit.
paulmasterson1
- 21 Sep 2005 22:01
- 9787 of 27111
Biotec is going to make Stanelco huge :)
Greenseal will make it massive :)
And all the other products will add up to make it a monster :)
Companies search for alternates as polymer prices rise
07/09/2005 - Biodegradable and recycled packaging may soon become viable alternatives for more food companies as the increasing price of plastics begins to be passed on by suppliers, KPMG states in a report.
Packaging is going to become more expensive, whether a company is using glass, paper or aluminum, KPMG quotes market experts as stating. However plastic prices are outpacing the rest. It is also the most-used form of packaging, prized because it is lighter, durable and easy to manufacture.
Prices for resins have been rising steadily, but have skyrocketed in recent months as the price of oil and natural gas has risen. Polyethylene resin, which comes from natural gas, and polypropylene, which is derived from crude oil, are used to make a variety of containers and films for the food and beverage industry.
Polyethylene, a plastic film used in food and other packaging, are up 25 per cent from levels in May and June. KPMG expects another 15 to 20 per cent increase in short- to mid-term polyethylene prices, according to data from the Plastics Exchange in Chicago.
In a published report KPMG partner Scott Flynn says the price increases are just beginning to trickle down to the consumer products industry, including food processors. Packaging accounts for about 10 per cent of a product's cost, Flynn stated.
Depending on their contracts, plastics packaging manufacturers have so far borne the brunt of the increased costs rather than attempting to pass them on to their customers. In the short term they have been anxious to keep their business relationships with their large consumers and are instead leveraging productivity increases to help soften the blow, Flynn stated.
"But plastics producers can absorb increased costs for only so long," he stated. "When food commodity prices rose over the past several years, ingredient suppliers eventually had to raise their prices for food makers."
Under such conditions, resin alternatives, including starch-based packaging, looks increasingly attractive to food processors. Polyactic acid (PLA), a biodegradable extract of corn, can be used for food and consumer products packaging. For example Cargill Dow Polymers uses PLA to make packaging under its NatureWorks brand name.
Another alternative is starch. California.-based Earthshell Corp. holds patents to make biodegradable packages from starch. The company licenses its biodegradable packaging technology to packaging manufacturers. The company primarily use starch from potatoes to make packages, but also uses corn and wheat.
However KPMG quotes industry observers as stating that market growth has been inhibited by several factors, including capacity issues, a long-established supply network for petroleum-based plastics and institutional resistance to change.
Starch-based alternatives have their drawbacks. They requires lots of fuel and petroleum-based fertilizer to grow the crops. Food industries need to consider using recycled packaging instead.
The move to biodegradable or more use of recycled materials might occur if the high prices for petrol and resins is maintained in the long term, as seems likely to occur.
Prices for crude oil recently topped a record $70 a barrel, while natural gas hovers around $10 per million British thermal units (BTU). The Center for Global Energy Studies expects oil prices to remain above $50 a barrel throughout 2006. Historical prices for natural gas usually were around the $1.25 to $2 per million BTU, according to the Plastics Exchange in Chicago.
Polymer prices, which eased slightly in the second quarter, seem set to return to, and possibly exceed, the record highs experienced towards the end of 2004, according to industry experts.
paulmasterson1
- 21 Sep 2005 22:16
- 9788 of 27111
Hi All,
One day I will be telling my grandchildren how I 'got in at the start of the starch plastic revolution', and how it 'made me a multi-millionaire' :)
I hope you will be in a similar situation too :)
Cheers,
PM
stockdog
- 21 Sep 2005 22:23
- 9789 of 27111
By the time I've read all your posts, Paul, I'll be able to tell mine as well!
Seroxat - bit of a dodgy pimple on the right cheek - brought on by aberrant reporting from elrico the typographical wonder on lmemgin ivnesotr (love those Russians!). If it rises back up through the interim peaks (known as cheek peaks, not pink cheeks which go the other way) then you may pat yourself on the back and claim expert skill. If we continue south of the 200dma, then you should go back and re-edit your post for posterity!
I'm still in and holding for the mid to long term.
sd
paulmasterson1
- 21 Sep 2005 22:27
- 9790 of 27111
SD Hi,
PMSL :))))
Cheers,
PM
Worrier
- 21 Sep 2005 22:32
- 9791 of 27111
Team
I will be emailing SEO to find out who they are sending to the Birmingham Packaging show next week. I have received my ticket
Not worried
http://packaginginnovationshow.com/
paulmasterson1
- 21 Sep 2005 23:14
- 9792 of 27111
Worrier Hi,
I reckon Terry and Martin, plus a few other sales peolpe ....
Cheers,
PM
seroxat
- 22 Sep 2005 07:05
- 9793 of 27111
Looks like the frogs not croaked!
niceonecyril
- 22 Sep 2005 07:09
- 9794 of 27111
Distribution contract with Elwood Packageing announced this morning for Frogpack,
another part of the jigsaw.
cyril