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

Totally agree with what you say on the sp.
All this speculation about W/Mart, the word W/Mart is on this B/Board more than on its own official W/Site.

Bugz Hi,

Natureworks are presenting with Wal-Mart .... not an un-named retailer :)

Cheers,
PM

"Matt Kistler, vice president of product development and packaging for SAM'S CLUB, and Snehal Desai, global commercial director, NatureWorks, LLC, will deliver an extended presentation titled Driving Sustainable Packaging Through The Supply Chain: Challenges To Innovation & Market Leadership. The presentation will outline Wal-Mart and SAM'S CLUB's sustainable packaging initiatives."

Full announcement on my website .... http://www.stanelco.devisland.net/ASDA%20Wal-Mart.htm

Hi All,

Look out .... Stanelco's about !

Interplas 2005 is the UK's largest event for the plastics and rubber manufacturing industries.

Visitors to Interplas 2005 can:

Source new materials
Develop new processes
Learn how to improve levels of productivity and efficiency
Learn how to enhance their employee skills base
Source suppliers to enable new product innovation
Develop improved strategies for recycling and energy saving
Visit closely related co-located shows DES, Inspex, Tooling and TCT

In short, improve the performance of their business where it matters most.


http://www.interplas-expo.com/page.cfm/action=Exhib/ExhibID=00438

Stanelco - This Exhibitor is sharing with Solutions 4 Plastic

Company Profile

Solutions 4 Plastic are agents for Process Control Corporation in UK & Ireland. PCC are world leaders in the supply of gravimetric blending systems,complete material handling systems & extrusion control systems.
Solutions 4 Plastic also act in a consultancy role for the Stanelco range of water-soluble & biodegradable polymer products.


Products

Blown Film
Cast Film
Colour mixing equipment
Extrusion
Finished plastics products/components
Granulators
Materials handling
Recycling

Hi All,

Why have Icon Group updated their benchmarking of Stanelco this September, if not as a requirement of Wal-MArt, to satisfy them that Stanelco are capable of supplying services to the level that will be required by a Wal-Mart contract ????

http://www.icongrouponline.com/pr/Stanelco_PLC_GB/PR.html

About ICON Group Ltd.
ICON Group Ltd.s primary mission is to assist managers with their international information needs. U.S.-owned and operated, ICON Group has field offices in Paris, Hong Kong and Lom Togo (West Africa). Created in 1994, ICON Group has published hundreds of multi-client databases, and global/regional market data, industry and country publications.

Industry Studies.
Companies are racing to become more international, if not global in their strategies. For over 2000 product/industry categories, these reports give the reader a concise summary of latent market forecasts, pro-forma financials, import competition profiles, contacts, key references and trends across 200 countries of the world. Some reports focus on a particular product and region (up to four regions per product), while others focus on a product within a particular country.


Cheers,
PM

Hi All,

Well the business wire press release appeared on Bloomberg after the close today !

It has also appeared here :-

Stanelco Inc's local press ....
http://orlando.bizjournals.com/orlando/stories/2005/09/19/daily44.html?jst=b_ln_hl

A weird one ????
http://www.tmcnet.com/usubmit/-stanelco-signs-supply-agreement-with-natureworksr-llc-natureworks-/2005/sep/1185755.htm

Cheers,
PM

Nick Louth mouthing off ....

Nick Louth: Admit mistakes
Published: September 23 2005 13:22 | Last updated: September 23 2005 13:22

Deciding what to turf out of a portfolio, and when, can be a tricky business.

"When I sold radio-frequency packaging company Stanelco in May it wasnt a hard decision. The company hadnt cleared all the hurdles in its breakthrough deal with Asda, yet the surging share price suddenly had it trading on 40 times supposed profits for 2006. Having made a two-thirds gain in two months, I sold. Four months later, the shares are now back at the price I bought them for."


.... before he told EK to short SEO of course !

Cheers,
PM

I'm just back in and reading with interest the points raised this afternoon.

One thing that interests me is that people are wondering why investors are not jumping in now and along the idea of 'if this is a done deal why are people not jumping in and the SP will rise'

Well, from speaking to people, the honest answer seems to be that regardless of potential most people watching SEO will not come aboard till Walmart is announced. They see that as an opportunity to make money. Unlike me, who would rather be aboard now and make shit loads of money :-)

Paul - in my book - he made a shrewd or lucky decision - does not matter - he made it and took profit - nothing wrong in that. - the important thing is to recognise today that the company still has potential - and massive potential at that.

Baza

baza
Why didn't mention W/Mart tut tut.

so let me get this straight....... there's a major packaging exhibition coming soon in usa, and seo are going to be there, and so are natureworks, and so are walmart. well, it's obvious then!!!! the deal is already done and in the bag.


hang on.... wont every other company associated with packaging be there? maybe walmart are going to do deals with all of them? or maybe seo are going to have a plethora of deals? or maybe no-one is going to show up seeing as oil is going to run out next week!!!
wait until there is news.

With 784 million shares out there, I think you guys should cool it if a few million traded cause the share price to wobble the way it does. There are still at least 700 million shares out there that are going nowhere, because their owners believe in the company.

Thanks for the Googling Paul; it saves me a lot of time.

'Scuse me for being a little anal retentive about a few things but ....

Could we agree not to tell the world each time we buy more shares. I think I know a couple of reasons why it is done;

to give added confidence to the newbies that the share is a good investment and to let everyone else know that you have zillions of them >>> and soon you are going to be obese in the fiscal security stakes. Most of the rest of us are not really interested in everyone else declaring their dealings.

not to draw ready conclusions and make simplistic assumptions that if X and Y happens, then a deal is a foregone conclusion or that if Z is going to be at a meeting/exhibition and SEO are going to be there as well, that a RNS will automatically appear stating what the over enthusiastic ones virtually guarantee will be a major deal.

Too many people end up with fingers burnt right up to the armpits believing that sort of hype. If you're in now then OK, hold for the anticipated news. But for newbies (who are usually more twitchy than more experienced investors) to buy in expectation of the big one which may not materialise is an excellent way to lose 20-25% of your hard earned very quickly.

Some may mumble "stop losses" in reply, but newbies often don't do that and if they do, set them around 20-25% below their buying price.

My advice is, if you can, keep a close watch for the big news and buy on announcement. That way you are virtually guaranteed a profit - if only for the short term - without the risk of a quick loss.

Here endeth the sermon.

The (holier than thow) oily one

I've always wondered what the reaction of multi suppliers to greenseal would be?
Seems to me, it makes sense to hold back until nearer the end of the exclusivity deal, so maximum use of machinary(assuming the other retailers come on board).
cyril

Sustainable Packaging Forum 2005 - Attendance by Company

AGI / Klearfold (Meadwestvaco)
Alcan Packaging Services AG
All-Pak, Incorporated
Alliance of Foam Packaging Recyclers
Ball Corporation
BASF Corporation
Corrugated Packaging Alliance
Crown Cork & Seal Co., Inc.
Design & Source Productions, Inc.
Dura-Fibre, LLC
ExxonMobil Chemical Co.
ExxonMobil Chemical Films Business
Fabri-Kal Corporation
Flexcon Company, Inc.
Global Packaging Innovations, L.L.C.
Hewlett-Packard Co.
Huhtamaki Packaging
International Paper Co.
Key Tech Corp. / Lock n'Pop
MasterFoods USA
MeadWestvaco Healthcare Packaging
Metabolix, Inc.
Nestle Purina PetCare
Packaging 2.0 LLC
Pak-IT Technologies, Inc.
PCL Packaging, Inc.
PepsiCo
PepsiCo Beverages and Foods
Pira International
PWP Industries
SCA Americas
SCA Packaging North America
Sealed Air Corporation
Sigpack International AG
Silgan Holdings, Inc.
Tetra Pak
Unilever Research Laboratory
Wm. Wrigley Jr. Company

OK folks, SEO is now stuck in a clear dilemma.
It has become clear in my mind (doesn't mean right or wrong) that Stanelco are putting together a very good range of diverse products for a future in packaging and that if it all comes off this will be a good mid-long term story and profit-maker.
The trouble right now is that the sp is still way above earnings and the hope is that in excess of 200 Greenseal machines will be converted in the 1st year.
I have only recently digested information and come down from my SEO is guaranteed blue-sky dream to assess the reality of the current situation and what might happen to the share price.
There are no Oscar Meyer conversions, why? because packers aren't buying their machines in significant numbers so will they buy new Mondini's? maybe but enough to make SEO a fortune? Has Greenseal produced enough conversions? Last month there were only 5 and IMO there will not be 200 by the end of the first year, more likely less than 100 but what will happen to sp if only say 50?
Again why? well can the hard-pressed packers afford 50k for retrofit and then pay SEO 35kpa and give margin to Asda? It may be cheaper to offer a price reduction?
So to the speculation about the forum in USA where Walmart are talking about sustainable packaging, it doesn't mean comitting to SEO & Starpol although there should be good opportunity but remember SEO said that 15,000T in first year.
Again that limits profit IMO to maximum 5m to be competitive.
I am playing devil's advocate here so that everyone assesses the reality of now and the potential for the future rather than the over-hype speculation or blatant de-ramping but look at the projected EPS forecasts for 2006, constantly being reduced which should tell its own story regarding the progress of Greenseal.

I am happy to have taken profits, some now being used and some waiting for the situations to be clarified when I will be back in. SEO will be a long-term success, I have no doubt about that but the pace is IMO slower than the market will like and if there are less than 50 conversions, Walmart speculation turns out to be just that the sp has only one place to go and thats lower until profits become reality.
Constant wheeling out of RNS's when the sp drops is doing no favours, it is painting a good picture of the future jigsaw but at the same time is covering up the story of Greenseal which is the main reason the sp rose in the first place.

This note just a cautionary view from someone who believes in the future of SEO but doesn't want to see people lose money caught up in the hype.
There will be chance to get in below 20p if a big and real-deal is announced and right now I'd rather wait and see what happens.
Good Luck.

Andy, I am half cut but on reading ur effort there the forst thing that strikes me is that u are misinformed regarding Greenseal figures. It is 25k PA for the ASDA deal that you mention. Your figures are wrong and I suggest you look again before you become too concerned :-)

I would rather be in now than wait until a big deal is announced. 20p is a bargain, how much after a Walmart deal?

Wednesday, Oct. 19
7:00 - 8:00 am Continental Breakfast
8:00 am Driving Sustainable Packaging Through The Supply Chain:
Challenges To Innovation & Market Leadership
Snehal Desai, Global Commercial Director
NatureWorks LLC

Selling Sustainability Internally: Business Case
Retailer Co-presenter Comitted/TBA by NatureWorks
Key Learning Points:

What 'sustainablity' and 'sustainable packaging' means to the world's largest producer of annually renewable plant-based polymer resources
Supply and demand dynamics for sustainable packaging innovations
The challenges of sustainable market leadership
Best practice solutions and future approaches to sustainable packaging R&D, technologies, and applications across the supply chain
Key observations and insights on sustainable packaging from a retailer's perspective

The Future For Sustainable Packaging Development,
Innovation, & Industry Adoption
Panel Discussion Pacesetter:
Bob Giangiorgi
Vice President, Priority Metrics Group

Panel
John Delfausse, Vice President/Package Development
Estee Lauder/Aveda
Anne Johnson, Director, Sustainable Packaging Coalition
Other SPC Retail, Brand-owner, Converter Speakers TBA
Key Learning Points:

What it means to pursue sustainable packaging
What's driving companies to pursue sustainable packaging initiatives
Marketing and economic benefits to your organization
The role suppliers play in sustainable packaging initiatives
The impact of sustainable packaging on customer relations, operational procedures, and product development
The role of packaging suppliers
How the Sustainable Packaging Coalition helps industry understand issues related to packaging and facilitate the efforts of suppliers and consumer packaged goods companies

Andy - as an existing investor I am happy to hold 11.53% of my portfolio in SEO - not planning to need to cash in profits for 10 + years and the 5 year view looks pretty interesting. I can see 1.80 in 5 years no problem - or not, but then I can always have sold by then. But the minute by minute analysis of Howard White's garbage bin seems to be spiralling out of control. It's a real lesson in just how hard it is to bring to commercialisation even the most exciting new ideas - but it will happen, there is too much macro-eco/politico/socio pressure for it not too, apart from the specific benefits of their IP.

As a potential new investor, I'd have to wait to see a bit of upward momentum and good news - certainly tjhe SP rising back up through the 20 and 40dma and the former crossing up through the latter - missing the first couple of pence in exchange for reduced risk is always a good bet. They would certainly need to leave clear blue water between the recent break below the double bottom support of 18p and the start of the next up trend.

As a potential trader - do NOT read this thread - read the chart, RNS and director trades and act on what you see, not on what you (or PM or shamona or ii) believe.

sd

Very good post, Stockdog!!!

good postings from andy, oily and sd. about time some reality came back to this thread.