Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

stanelco .......a new thread (SEO)     

bosley - 20 Feb 2004 09:34

Chart.aspx?Provider=EODIntra&Code=SEO&SiChart.aspx?Provider=EODIntra&Code=SEO&Si

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


dclinton - 09 Feb 2005 18:31 - 994 of 27111

According to ShareScope there are 843m shares in circulation (presumably before todays issue). Today's rise gives SEO a market capatalisation of 125m.

AdieH - 09 Feb 2005 18:32 - 995 of 27111

Panic EVO (Fleming) has been saying for a while that SEO are potential 1.00 shares if the technology is harvested correctly and deals signed. EVO who he works for (I think) are just saying based on new information regarding ASDA etc they believe the company should be valued at 20p per share (cannot be bothered to do calculations) but it means the company should be valued at ex amount of millions. Hope this helps... Your probably up to GCSE level now...

dclinton - 09 Feb 2005 18:34 - 996 of 27111

20p would value the company at around 175m (factoring in today's new issue).

stockdog - 09 Feb 2005 18:36 - 997 of 27111

Which as someone (Eric?) pointed out recently lifts it above the 100m threshold for many institutional investors to buy.

Anyone know a website listing significant holdings. Since they are reported when they happen they are in the public domain already. Just be handy to see the list all in one place? I've asked before but got no answer - perhpas, this time.

SD

bosley - 09 Feb 2005 18:51 - 998 of 27111

wow!!! fuck me ragged!!!! just got in and ...blimey. its took me nigh on 20 minutes to catch up . who let all these people into my room? (to be said in a dean martin type voice). hello to all newbies. just read the rns and ...wow... seo have got some balls havent they? any other company would be kissing asda's arse to get a deal , but not seo .

" Stanelco is pleased to announce that it has granted ASDA a 60 day option period
during which the two organisations will endeavour to reach agreement concerning
ASDA's access to Stanelco's RF sealing technology for food retail in the UK and
Ireland. Such agreement will include details of the duration of any
exclusivity."

look at that first line!!!seo know the trial was brilliant. they know if asda dont want it that theres going to be a queue of other big players wanting it.well done seo.ballsy bastards. and well done us too! i mean , after the cc when bprg were crowing and seo price feel to 4p who would have thought a few months later we would be seeing 15p and rising. WE DID!!! (maybe not this soon but......)going away to calm down . will post again later. driver, i dont think we are even out of nappies yet!!!

stockdog - 09 Feb 2005 18:58 - 999 of 27111

So, overall, Bos, you're pleased with the day are you - wasn't sure from your ambivalent post?

ateeq180 - 09 Feb 2005 21:03 - 1000 of 27111

ANOTHER UPWARD TREND TOMORROW ANY ONE?

Fred1new - 09 Feb 2005 21:15 - 1001 of 27111


Bosely. Prefer not to, but have a friendly dog who is not to choosey..








%-)

moneyplus - 09 Feb 2005 21:19 - 1002 of 27111

It's been torture for me today--haven't been able to get online all day!! Tonight everything working fine-- don't know why computors do this or BT whoever is to blame!! very pleased to see the prices are nicely up so all OK!

driver - 09 Feb 2005 21:22 - 1003 of 27111

moneyplus
Never mind you didn't miss much Ho Ho

EWRobson - 09 Feb 2005 22:35 - 1004 of 27111

moneyplus: You should do it more often - have your computer going down, I mean! Mind you missed some excitement and then some. It would have taken you all evening to catch up. Hope you've got your full quota and leaving some for the rest of us. Its mind boggling when they are in CFD form - I keep going back to the numbers because I don't believe what I've read.

Di: Builder coming in firt thing tomorrow, so I'll miss the start of play. Extension replaces a double garage plus large toolroom with asbestos roof and in poor shape. Gives an apartment plus double garage with scope for 2 beds in roof space; we'll let the apartment, adapted for the diabled, for self-catering (outside Rye and a super place to visit - hint! hint!) plus provide for family visits. Funds already in the CFD account to pay for it but happy to leave them there happily accumulating for phase II.

Dexter: sorry to put you last, old mate, but the ladies had to be first , of course, as I remember was your practise! Thanks for asking about Mary. In good fettle but waiting for decision - probably gall bladder out. Also packed off urgentlyto eye consultant with advancing macular degeneration in one eye. Still gets on with her DIY, golf and exhibiting the energy of someone half her age. Great decision to get back into SEO. Definitely the ASOS of 2005, although I am happily in NLR - however, they are starting from a much larger cap.

bos: absolutely right: that RSN, which must have been agreed by ASDA, shows them in the driving seat. We need to remember that they have handled the big boys like BT, presumably, before and so are not fazed by big numbers or big heads!

Eric

bosley - 09 Feb 2005 23:22 - 1005 of 27111

evening all. a little calmer now. wow! what a week so far. can it get any better? no idea. cant see any more news until the prelims now, unless seo have got other deals lined up. i dont really have anything else to add that hasnt already been said. although nothing is signed i get the feeling that the only thing that can balls everything up is seo themselves. so far so good.

wilbs - 10 Feb 2005 07:34 - 1006 of 27111

SEO a buy in shares mag today. Another blue day??
wilbs

dexter01 - 10 Feb 2005 07:42 - 1007 of 27111

morning all,
from this is money today, all press exposure helps.

Another 46m Stanelco shares changed hands and the close was 2⅞p up at 14⅞p. It has granted supermarket Asda a 60-day option period for both parties to reach an agreement on access to its sealing technology for food retailing the UK and Ireland.


Taking advantage of the current strength of its share price, Stanelco also placed 38m shares at 12⅞p raising 4.8m for working capital

bosley - 10 Feb 2005 08:07 - 1008 of 27111

morning all. we could get quite a bit of publicity today with how things have gone so far this week . personally, im hoping for a steady day.

well we've just kicked off and .....its blue up.5p.
here we go again

superrod - 10 Feb 2005 08:37 - 1009 of 27111

i am now an official SEO convert :o))))

AdieH - 10 Feb 2005 08:40 - 1010 of 27111

up 1.5p when is this baby gonna slow down...

bosley - 10 Feb 2005 08:46 - 1011 of 27111

got to go to work now. but cant seem to pull myself away from the screen. 7 million shares and its not even 9am. see you all later. be good.

dexter01 - 10 Feb 2005 09:11 - 1012 of 27111

just lifted this from another bb,
dexter

******************************
MASSIVE WORLDWIDE MARKETS !

Tray lidding including ready meals, RF sealing of flat packs like bacon etc, RF sealing of foil lids on things like yoghurt etc, biodegradable foamed starch trays and fast food packaging, car protective coating, water soluble packaging and security tape, biodegradable air pillow packaging, starch based detergent and other capsules, starch based soup and similar food packets, fiber optic furnaces to supply the upcoming boom as the internet moves to 10gb/s requiring fiber cables to the home. And many other markets SEO will be getting a slice of.

SEO are going to cover tray lidding for meat packaging - 25,000 machines growing by 2000 per annum, tray lidding for ready meals - billions of these meals sold in the USA every year so there must be a massive number of machines to convert just there, flat packaging for bacon, cheese, etc, foil lidding - billions of those packages used too. That is just a few examples.

LOOK at the prospects for just Tray Lidding :)

I think every 100 machines is worth 8p per share, so if you work it out, we already have 100 per year from Reiser, so thats the base price which we won't go below of 8p.

That means ....

Grampian 500 machines is worth 40p
Oscar Meyer 30 machines is worth 2.6p
Anglo Beef maybe 120 machines is worth 9.6p
ASDA maybe 500 machines is worth 40p
Wal-Mart thousands of machines is worth :)

Other possibles are ....
Hazlewoods 800 machines is worth 64p
Northern Foods at least 800 machines is worth 64p+
Carrefour Thousands of machines is worth :)
Packaging Automation Thousands of machines is worth :)
Youngs Fisheries ?, ferndalefoods ?, Aldi ?, Co-op ?, J. Sainsburys ?, Marks & Spencer ?, Morrisons ?, Safeway ?, Somerfield ?, Dansk ?, Tesco ?, Waitrose ?, Muller ?, Danish Bacon ?, The Dawn Group (meat processors) ?, Smithfield Foods (worlds largest pork processor) ?, Tyson Fresh Meats (worlds largest supplier of premium beef and pork) ?, Whole Foods Market (organic retailer) ?, Sardus (meat proceesors, ready meals) ?, Unilever ?, Birds Eye + Weightwatchers ?, Ter Beke ?, Macrae Food Group ?, Kerry Foods ?

And the list goes on !!!!
---------------------------------------------------------------------------------------
Worst case scenario for companies using heat sealing instead of RF

Anglo Beef Processors
20 plants, each producing around 600,000 retail packs per week
Loses 360,000 packs a year at 3% loss, plus 45 fine per pack is 16,200,000 in fines
Oscar Mayer
Over 3 million ready meals a year
Loses 90,000 packs a year at 3% loss, plus 45 fine per pack is 4,050,000 in fines
Hazlewoods
Package 80,000,000 ready meals a year
Loses 2,400,000 packs a year at 3% loss, plus 45 fine per pack is 108,000,000 in fines
Northern foods
Package more ready meals per year than Hazlewoods
Loses a minimum of 2,400,000 packs a year at 3% loss, plus 45 fine per pack is 108,000,000 in fines also as a minimum
Grampian
500 machines tens of millions of packages per year
Loses shed loads too, in packages and costs !!!!

Asda cites the case of one supplier which produces 1m trays of meat per week and typically receives 1,800 complaints. Handling all this work creates a serious cost.
1800 duff packets, with a fine of 45 is 81,000 PER WEEK LOST .... EASILY PAYS FOR TRAY LIDDING AT 35,000 PER MACHINE DOESN'T IT !!!!

dexter01 - 10 Feb 2005 09:15 - 1013 of 27111

this is on www.whatinvestor.co.uk.

Stanelco races on Asda deal 09/02/2005 4:30:00 PM

LONDON (ShareCast) - Stanelco is proving to be an impressive play for its investors as further information regarding its deal with Asda saw it race even further ahead today.

The packaging specialist has granted Asda a 60 day option period during which the two companies will seek to reach agreement regarding Asda's access to Stanelco's new food packaging sealing technology

Stanelco said the agreement would include details of the duration of any exclusivity agreement with the number two supermarket player.

Other news today was a placing by KBC Peel Hunt of 38m ordinary shares at a price of 12.8p per share, well above yesterday’s 12.0p closing price, to raise about 4.8m, to be used for working capital for current development projects.

Stanelco announced yesterday that results of its trials with Asda had proved very successful, which in turn led to today’s option period with Asda.

Stanelco said a wide range of fresh food products sealed with its technology have been taken to the end of customer life with exceptional results in relation to odour, visual and taste of both raw and cooked foods.

The shares have clocked up impressive gains, rising nearly 150% in the last month alone.

Related Companies

,
Register now or login to post to this thread.