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

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.

As a long term investor in SEO I haven't sold any shares only topped up on the dips (about ten times) and will remain doing so, long term I have always maintained 150p with in two years if I am a few months out that is no problem for me like sd I do not need these funds they can stay where they are for many more years.
If I was a new punter and did not want to lose out on a sudden sp rise then only invest some and average down if it went the other way, long term you will win with SEO in your portfolio.

The thread has returned!

SD, oily, andy, there is no difference between what PM1, QC and myself have been posting and yourselves. You all think the sp is going to break the 1.00 mark at some point in the future.

Why not wack a bit of cash in now then and forget about it for a year? Getting in at 18p compared to 30p makes a huge difference in profits. Never risk what you cant afford to lose but buying a bit at this price cant do any harm, especially considering that 90% percent on this board realistically expect the sp to cross the 1.00 level at some point in the net few years.

This is the INVESTORS board, not the trading board, if you are investing,I think these prices are a great time to get in and profit from the SP coming hopefully from a Walmart RNS. Short term time frames are not important. As someone said on the last board, prehaps LOADS of people are waiting for that anouncement before buying. I'd like to get in first.

Hi All,

I will be buying a lot more SEO between now and the Wal-Mart deal, which to me is inevitable, now that Wal-Mart are going to soon tell the world, that they will be the biggest ambassador of sustainable and reduced packaging in the world.

Try buying SEO stock online on the day of the Wal-Mart announcement, you will be very lucky to get anything over the NMS, which currently sits at 100,000, but you most likely won't get 50,000 in one deal, and that would then drop to 25,000. Not very useful when you have a lot of cash, and just want as much SEO stock as you can get your greedy hands on. The stock will cost you a lot more than 20p as soon as the announcement hits the market, so why not buy at the current 18p and save yourself all the hassle, save money, and get as much stock as you want ?

There is very limited downside potential, and huge upside potential, that is always the best time to buy, and thats why I bought again last week, and the week before.

As I said before, the 200 machines will IMVHO be converted in the first year, they may take another 9 months to get them all in place, but nobody claimed they would all be converted in the first 6 weeks or the first 6 months, the statement said 'the first 12 months', and people should remember that, and be more patient for that 12 months.

There will also be a lot of other products getting nice commercial deals over the next 12 months, like Frogpack is right now, cradlewrap might well get the next deal, and there are more poducts to come from Biotec, to be announced over the coming weeks and months, so Greenseal is not the be-all and end-all of Stanelco, rather it is, when combined with Starpol 2000, the current best hope for 1+ near term share price, but I am in for 3-5 years minimum, and so are the majority of longs.

Cheers,
PM

Hi
I have been buying liquid clothes washing solution in capsule form that you put in the drum of the washing machine.Sealed in what looks like a dissolving starch cover, is this an aquosol product? Does any body know?
Thankyou
L

Lindos Hi,

Have a look here ....

http://www.aquasol-ltd.com/examples%20of%20products1.htm

In case your wondering as I was, what the product in the bottom-right picture is, it is Shering Plough sheep dip !

And here on my website ....

http://www.stanelco.devisland.net/Aquasol.htm

Cheers,
PM

Hi All,

Packaging Digest now have the Natureworks story, put on there on friday night.

http://www6.lexisnexis.com/publisher/EndUser?Action=UserDisplayFullDocument&orgId=589&topicId=6974&docId=l:312837853&start=2

A Webcrawler search produces 64 pages containing Stanelco and Natureworks ....

http://msxml.webcrawler.com/info.wbcrwl/search/web/stanelco%2BNatureWorks/1/-/1/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/-/407/top

Cheers,
PM

PM1

Do you really have to say that the WalMart deal is "inevitable"?

All of us on this board who are already invested and those who are waiting to invest, hope that the announcement will come during or following the gathering between 17-19th October.

But WalMart has its own problems to solve, some with its unionised workers who are not too happy to see the work they do instore, moved out to packaging companies where they have no firm representation.

This is not a deliberate deramp as I want to share price hit 1 asap, but please do not present the case as a fait accompli.

If it does happen, I shall acknowledge that your optimism was luckily well founded.

The oily one

Oily Hi,

IMVHO the announcement will come before the show, then Wal-Mart can say 'look what we just/recently signed' .... it could be as late as the day before ....

I can't see how Wal-Mart could declare at the time of the show, that they were going to use Greenseal and Starpol, if it hadn't already been announced to the market by them and Stanelco, they are both listed companies, and have rules to follow, but another big reason for them not announcing on the day, is that it will make them look like they are only making the agreement in order to stuff the Wal-MArt bashers, but they will want it to SHOW that they are committed to the tecvhnology for it's benefits.

I suggest you have a chat with Tony Ruane, and/or Howard White about this ....

Cheers,
PM

How much does a ton of Starpol cost a customer?

PM1 - Stegrego on the other side has posted this just now..hope he does't mind me sharing it to all here on this BB

" Apologies if this has been mentioned b4 but i must of missed the RNS or something!

In this weeks Moneyweek there is a piece on Stanelco quoting from Tom Bulford of Red Hot Penny Shares.

Wont type it all but says ' Asda is already using Stanelco products and now CARGILL, the US food giant, has also been enlisted as a customer.'

First time ive seen Cargill mentioned or perhaps i have just missed it??

----------------

Ahh, I found the price of Starpol, it's $5-$8 per kilo. Say $8000 pr. ton, that's sales of up to 120 million USD next 12 months.

shman - Stegrego - do not try ramping that - read the EGM statement - Stanelco is a customer of Cargill for the ingredients of Biotec products - are you getting desperate - the price will fall more - and more.


30 August 2005
Stanelco PLC (Stanelco or the Company)
EGM Statement

Stanelco PLC is pleased to announce that all the resolutions at the Companys EGM held at 10.00a.m. this morning were duly passed. The acquisition of Biotec Holdings GmbH (Biotec) will therefore be completed shortly.
As a result, the previously announced conditional sale of a 50% interest in Biotec to SP Metal S.A. (SP Metal) will also shortly become effective and the consideration received by Stanelco will be used to fund 50% of the Biotec acquisition. Under the joint venture more of Biotecs considerable Intellectual Property portfolio will be commercialised. Biotec have received a conditional commitment from SP Metal for an annual purchase of approximately 10,000 metric tonnes of Biotecs biodegradable plastic pellet worth in excess of 20m per year.
Stanelco and SP Metal had initially agreed to increase Biotecs production capacity of biodegradable pellets to at least 12,000 metric tonnes within nine months via a joint investment programme of up to 4.5m. However due to further recent improvements in both the production procedures and the ability to process the materials, a capacity of 24,000 tonnes for an investment of 2m is now envisaged within the same period.
In an earlier announcement today, NatureWorks LLC, a wholly owned subsidiary of Cargill Inc has agreed the supply of the major component of Biotecs Starpol materials which will make Biotecs products price competitive with a number of materials currently used in the target market segments.


Stegrego - 24 Sep'05 - 16:07 - 52011 of 52012
Apologies if this has been mentioned b4 but i must of missed the RNS or something!
In this weeks Moneyweek there is a piece on Stanelco quoting from Tom Bulford of Red Hot Penny Shares.
Wont type it all but says ' Asda is already using Stanelco products and now CARGILL, the US food giant, has also been enlisted as a customer.'
First time ive seen Cargill mentioned or perhaps i have just missed it??

shman - 24 Sep 2005 16:19 - 9962 of 9963
PM1 - Stegrego on the other side has posted this just now..hope he does't mind me sharing it to all here on this BB
" Apologies if this has been mentioned b4 but i must of missed the RNS or something!
In this weeks Moneyweek there is a piece on Stanelco quoting from Tom Bulford of Red Hot Penny Shares.
Wont type it all but says ' Asda is already using Stanelco products and now CARGILL, the US food giant, has also been enlisted as a customer.'
First time ive seen Cargill mentioned or perhaps i have just missed it??

thanks paul
i will keep buying them and tell my family and friends
Lindos

LOL. Lots of aliases here. People talking and ramping to themselves. LOL.