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

I still think the fundamental issue at post 93 could affect the company's ability to finance the "other businesses". Clearly it hasn't worried you guys!

Staying out for now, some excellent post on BPRG on iii (retired barrister)it certainly does not look good for SEO the major patent given to BPRG the rest hang off this so if SEO wanted to do anything with these they would then need permission off BPRG. Compensation could cripple SEO, think i'll buy some more BPRG...

I hold both BPRG and SEO, (SEO through a Share Club), so have a vested interest in both. Must say that I am a lot more confident about BPRG than SEO. BPRG set aside 4 mill as exceptionals in their last results, some, if not all associated with the Court Case instigated by SEO. BPRG must have been very close to going under and a cynical view may be that this was the intent of SEO. Fortunately for BPRG they have come through. SEO may now have to pay significant compensation and if it is anywhere near 4 mil they must be in serious trouble. Allied with the SEO agreement with Cardinal, which now must belong to BPRG, or at the very least re-negotiated, SEO are in the shit. Wouldn't be surprised to see some major shake ups at the top level. A risky investment at the moment, only wish my share club had waited for the CC judgement, before leaping in. All IMHO of course.

PTH

Don't think I'm not worried because it is a tad concening that there could be a large compensation fee to be paid. If it wasn't for the potential packaging development they would be totally in the shit and I would have baled however, interims in April showed shareholder funds of 4m.
I don't know if all of you are aware of the potential of RF sealing of packaging films, it really is a major opportunity for Stanelco to bring something new to the meat packers who have been struggling to deal with price demands of the supermarkets for years. It will reduce the amount of packaging needed, reduce their obligations to packaging waste taxes, reduce energy usage and waste. Share mag shows market could yield EPS in excess of 100p, a modest 10% success gives 10p and hence 50-100p potential not that extreme.
Of course this is a hope but thats why we invest isn't it?
I wish I had also invested in BPRG at 70-80p a few months ago, they also look like having a massive potential but need to bring it to market.

It could be that BPRG have the master patent covering use of non-gelatin for capsules but IF Balchin is not talking out of his arse and SEO have a technology patent on RF process for this that they need each other to realise the massive potential.
Either way, good look to all BPRG holders, looks like you may have a cracking investment, I will do some research of my own and may join you, what is it about me that likes the high risk companies!!! Take a look at MMG if you want another chance of a potential success about to happen.

I don't have that much in SEO that it would be the end of the world for me if they went bust and on balance the risk is worth holding for the potential.

I'm sticking with it, sounds like Bosley will too.

Make no mistake, I sincerely wish the best for all shareholders whatever the company. As you say, we are seeking super returns from high risk companies. Some work out, others don't. Good luck, as we don't know how this will unwind.

Bones, I think we all want each other to prosper. Obviously I wish SEO had won but I also wish BPRG holders good luck and I would advise them that if SEO make it through this current turmoil that the buying opportunity will be there for you all. The key pointer will be any announcement from the trials with Grampian as this will start the ball rolling quickly as the competitors will have to follow and the supermarkets will make their influence present. The barrier to market appears to having the dosh for the retro-fits and royalty agreements with SEO. If I didn't work in packaging then I might not be so enthused about the prospects and would have baled. Still kicking myself though about the buying opportunity for BPRG a few months ago!!

morning all .come on !! chins up!!. there is still plenty of life left . a few weeks ago tim freeborn tipped seo in shares mag . there were some wonderful blue sky predictions.....oh if only!!...... he is also a fan of bprg . now wouldnt it be nice if he did a follow up piece about a court case concerning two companies he is a fan of . he could then explain the ins and outs , who gets what , who has to lose what , how much it will cost, who can make what and who cant ... that sort of thing. in think thats what we would all like , a touch of clarity to the whole damn business. i am a tad confused . i read both threads. as far as i can see , bprg get to keep the tablet making side which is what they want being a pharmacutical company.seo get to keep the packaging side of things , which is what i want , because its potential is massive. its what i first heard about this company , its what attracted me to this one.so far its been slow , but then i would rather it was slow and right than big predictions and nothing. but there is thing hanging in the air , this master patent thingymejig.what is it? what does this mean? its implications are ? i would like this explained in shares mag , please. thank you .

Would agree would be nice to have an outside view on where both companies are going.

Bosley,
Tim Freeborn has made some huge mistakes too:
Mayflower (MFW) - tipped at 34.5p on 23/10/2004 ; now gone into administration
DDD (DDD) - tipped at 44.5p on 23/10/2004; now 10.6p
3DM Worldwide (TDM) - tipped at 139.5p on 8/1/2004; now 79p
Patsystems (PTS) - tipped at 24.25p on 12/2/2004; now 16.5p
Sportech (SPO) - tipped at 17.75p on 19/2/2004; now 8.75p
Sopheon (SPE) - tipped at 35.25p on 19/2/2004; now 22p
Easyjet (EZJ) - tipped at 302.25p on 1/4/2004; now 130.25p
Visonic (VSC) - tipped at 99p on 22/4/2004; now 46.5p
Kenmare Resources (KMR) - tipped at 19.5p on 22/4/2004; now 15p

Tim would better be writing follow-up pieces on the above...

hello hlyeo. well when you put it like that , its not much of a record. a bit like my own ......
the main reason i think it would be a good idea is because its all so recent.it was only a few weeks ago that he tipped seo and i think it was a week earlier that he did the piece on earthport and bprg . i think he would be a good person to do the piece as he knows both companies well , likes both , and he might be the one to make sense of the whole thing.i know a lot of people would be interested in his opinion. so , come on , tim , what do you make of the ruling and its implications?

I am concerned that the comment I read said that the damages would be possibly tens of millions!It would be useful if there could be some comment from SEO as to there assessment of the likely impact. I no longer understand whether there current price is a bargain or too high?

AdieH

Please post a link to the iii (retired barrister) post that you referred to below. I can't find it.

AdieH - 02 Oct'04 - 19:32 - 99 of 107

Staying out for now, some excellent post on BPRG on iii (retired barrister)it certainly does not look good for SEO the major patent given to BPRG the rest hang off this so if SEO wanted to do anything with these they would then need permission off BPRG. Compensation could cripple SEO, think i'll buy some more BPRG...

well , well !! not that bad a day really . buyers back in , price up as well.

good...price holding up but there are so many views I think the only thing is to sit it out for the moment.

Can't post link but you need to look under BPRG thread and look for Greek name, hope this helps. Regards AdieH.

AdieH

Still didn't find it.

You can post the link if you copy it from the address line at the top of your browser & past it here.

Will try.

http://www.iii.co.uk/investment/detail/?type=discussion&code=cotn%3ABPRG.L&threshold=0&it=le&pageno=4 try this, hope it works.

morning all. just finished reading the iii thread on bprg.truth be told , the guys over there know just as much for certain as we do here, i.e. f**k all!!!it seems quite a few people on iii are lawyers ( why is it we seem to think they know more than us?) but all they seem to be saying to me is .... if , if , if ....
the judge heard all the available evidence. he has made his ruling. bprg got the main patent. seo got two others. why would a judge do that if he knew seo couldnt do anything with the other two patents without bprg approval? he might as well have given all in favour of bprg.
as i keep saying , no one really knows or fully understands the ruling.both sides are claiming victory. im confused. im not the only one judging by all the posts i have read. someone needs to give us all clarity . come on tim.

p.s. there are some on the iii bprg thread who view seo as the devil incarnate and bprg as the righteous crusaders of good in an evil world. very sad.

I think Tim has gone into hiding...