bosley
- 20 Feb 2004 09:34
seroxat
- 02 Sep 2005 16:22
- 8861 of 27111
driver, do you post as radioactiveman on fillyaboots?
bosley
- 02 Sep 2005 17:45
- 8863 of 27111
howdy driver. how was the hols?
seroxat
- 02 Sep 2005 20:11
- 8864 of 27111
Thanks driver, put 2 and 2 together and got 5!
Anyone fancy having a go at translating Flanges latest offerings:-
Posted: 13-Jul-05 at 00:00 | IP Logged
WARM GLOW
Whilst the City welcomes you with distinction, Has No Children,should become My Baby(s) Arrive.Trust alphabet City, remembering good things take time, like kids!The Carpet will be rolled out soon.Back to Stanelco, a good team in discussions with serious players, Again be realistic.
Posted: 26-Jul-05 at 18:07 | IP Logged
Warm Glow
Keep the Ceiling, a great movie for the tv makes all the difference.
Know your alphabet rating, a sound bet, with another engine lit.
Posted: 02-Aug-05 at 15:42 | IP Logged
Warm Glow,
The carpet served it's purpose, used but v high quality.
Now suitable fot the TV, alternative roof with 1st alphabet ray.
Alpha soup includes uoi, time for p.
Posted: 21-Jul-05 at 14:06 | IP Logged
Warm Glow,
The carpet has been rolled out as indicated. Hopefully you will consider My Babies Arrive on your Journey from Has No Children. Enjoy the summer ride in alphabet city and keep, the ceiling under wraps.
Posted: 18-Aug-05 at 09:54 | IP Logged
Warm Glow
I hope you enjoyed the ultra football! and you are not stuck in the pipe.
The Stars are out, wear a striped top to protect the rays. nasa
Value On In Preparation for another, add alphabet to EN
Posted: 02-Sep-05 at 13:24 | IP Logged
Warm glow,
Turkish Delight indeed!
Glad you got the shirt, the pipe flowed ultra well. alphabet solid.
Do the autumn thing, s alphabet vowels. Rays of sun complete a beautiful scene.
balloon and gas oh the stars.
paulmasterson1
- 02 Sep 2005 20:23
- 8865 of 27111
Radioactiveman probably doing some studying ?
Has No Children,should become My Baby(s) = HNC to MB*
My Babies Arrive on your Journey from Has No Children = MBA from HNC
Another stock they are into ?
Value On In Preparation for another, add alphabet to EN = VOIP for a stock containing 'EN'
Mostly not SEO related I think, just idle chit chat, apart from this bit ....
Do the autumn thing, s alphabet vowels = SEO this autumn
Cheers,
PM
Charles1952
- 03 Sep 2005 05:13
- 8866 of 27111
A good post II and it makes you think long and hard. Having got out while the price was much higher earlier and with a nice profit I do retain an avid interest of what will happen in the end.
insiderinside - 02 Sep 2005 14:12 - 8857 of 8865
Lets go back to August 2004 - as its just past the 1 year anniversary - look at this great news from SE0 in August 2004 - and what happened ? NOTHING.
Stanelco PLC
17 August 2004
Stanelco PLC signs Exclusive Tray Lidding Deal with Reiser in the US
Stanelco PLC, the RF (radio frequency) applications group, is pleased to
announce that it has entered into an exclusive, non-binding heads of terms with
Robert Reiser & Co., Inc. ('Reiser') concerning the use of RF sealing technology
in Reiser's tray lidding machines in the USA and Canada. This arrangement also
includes a non-exclusive licence covering the use of Stanelco's RF technology in
thermoforming and other packaging technologies.
Reiser has been selling and servicing high-quality food processing and packaging
equipment since 1959.
In accordance with the heads of terms Reiser are targeting a minimum of 100 new
or converted machines using Stanelco's technology during the first 12 months of
the full agreement. An annual licence fee will be agreed for each machine. In
addition, Stanelco and Reiser will be working together to develop this
technology into newly designed equipment.
Ian Balchin, Chief Executive of Stanelco, said:
'We announced our technology breakthrough on 16 July, and we are particularly
pleased that Reiser has moved so quickly and positively to take the technology
forward. Our world leading sealing system will help Reiser stay at the forefront
of the packaging industry and we are excited about the potential of this
relationship going forward. We look forward to working with Reiser on the
incorporation of our technology into their tray lidding and other equipment and
helping them deliver the benefits to their customers. We continue to have active
negotiations with a number of machine manufacturers, end users and large retail
multiples concerning other territories.'
For further information please contact:
Ian Balchin, Chief Executive
Stanelco PLC
Tel- +44 (0)1489 570 991
Jonathon Brill
Financial Dynamics
Tel- :+44 (0)20 7831 3113
Reiser, Canton, MA
Tel- 781-821-1290
So you had the hype in 2004 which delivered nothing in the 12 months exclusive period - why ????? Is it so great ??? or is it just plain crap ??? Was it all pie in the sky in 2004 thats repeating itself as pie in the sky in 2005 just not Reiser this time but Asda ???
Now we have the hype in 2005 - and - basically nothing again - are you so sure its such a wonderful investment ???
Read it - have you heard all those same claims recently again ???
All IMO.
http://webfund5.finexprestel.com/webfund5/equityannouncement.wsp?unitcode=SEO&articleid=200408171322260494C
Mad Pad
- 03 Sep 2005 13:02
- 8868 of 27111
RHPS still BUY target 50p.30 p by christmas?
automatic
- 03 Sep 2005 13:11
- 8869 of 27111
o
paulmasterson1
- 03 Sep 2005 15:06
- 8870 of 27111
Charles1952 SQUELCHED ....
Either ANOTHER iidiot alias ????, or just another of the basher brigade ????, if I see other posters suggesting I unfilter you, then I will reconsider, until then you are squelched for repeating a known bashers drivel.
WTF do you think I squelch him anyway ????
bosley
- 03 Sep 2005 15:23
- 8871 of 27111
charles, thanks for reposting ii's post. i had never noticed balchin's last sentence...
"We continue to have active
negotiations with a number of machine manufacturers, end users and large retail
multiples concerning other territories.'
looks to me like he was as good as his word as we now have the deal with mondini, the deals with youngs and the unnamed one, and the deal with asda in the uk. no hype.
insiderinside
- 03 Sep 2005 15:41
- 8872 of 27111
Nice to see some people using their brains - bosley nice try but all are part of the Asda deal in effect - the Asda deal that is not generating any decent amounts of orders.
Do you enjoy getting the full update from SE0 about the deal with Reiser - the one that said sorry about that little bit of hype - it did not happen in the end - just forward looking wording on our part - the plan changed - LOL - or did they never say any more after the SP rose up on it ?
PM1 - back to his pathetic squelching - has he worked out that many people have him squelched - as he ramps crappy stocks on the basis in a few years time they will be worth billions - I see he is ramping Base Group now - a cash shell thats going down the pan - All IMO.
insiderinside
- 03 Sep 2005 15:42
- 8873 of 27111
Downtrend and going down -
seroxat
- 03 Sep 2005 20:02
- 8874 of 27111
Whilst i'm happy that ASDA have taken up the technology i would like to know what happened to the Reiser license. I don't think it unreasonable to ask Stanelco about this and i will phone them on Monday to enquire unless someone has already done so.
I've already e-mailed them but intend to follow this up on Monday.
EWRobson
- 03 Sep 2005 22:27
- 8875 of 27111
seroxat. I think bos got it right when he reviewed what SEO had achieved in the last year. It seems that selling to the manufacturer and to the supplier was unlikely to bring home the business volume and the course of action was then adopeted to market to the supermarket who would persuade the supplier to buy and then Mondini was appointed as an OEM to fill new business. Perhaps this seems the logical way in retrospect but that's with the benefit of hindsight. Typical of ii to bring out the negative and ignore the positive. Treat with disdain: a smell under the nose!
Just been looking at the EVO update. It finally clarifies the term 'supply agreement': SEO are supplying Natureworks who then supply the finished product to Wal-Mart et al. They suggest first year sales of $75m which represents a larger proportion of the current cap. than I had assumed. The other fascinating point is the mention of royalties: not absolutely convinced that Evo. have got this right because we are talking about straight-forward consumable product rather than equipment as with Greenseal. They do express the thought that Greenseal take-up has been slower than they had thought; however, the initial sales always take the time - once the reference sites are there there need be no problem ina chieving the expected level of sales in year one. Like baza, though, I don't get the feeling that further significant announcements are imminent so it will be good if the sp trades sideways for a while, perhaps another month.
Eric
stockdog
- 03 Sep 2005 23:05
- 8876 of 27111
My understanding is that SEO add an extra ingredient/process to Natureworks starch based product to make it among other things micro-waveable which I believe N/works' product is not. Where the chemistry set is situated, I'm not sure, but if N/works are supplying to SEO's brief, then I can understand the concept of SEO charging a royalty for their know-how to N/works.
However, I believe EVO have got it wrong. Read the RNS re EGM/update from SEO:-
"In an earlier announcement today, NatureWorks LLC, a wholly owned subsidiary of
Cargill Inc has agreed the supply of the major component of Biotec's Starpol
materials which will make Biotec's products price competitive with a number of
materials currently used in the target market segments."
This clearly says to me that N/works supply Biotec with starch-based raw material which Biotec then turns into Starpol. It is Biotec who are doubling output to 24m tonnes.
It is just possible that N/works are commissioned by Biotec to incorporate Biotec's technology into N/works' raw material at N/works' manufactory, but I doubt it.
Will we ever know the truth, Andysmith and others from the packaging industry?
I don't really need further announcements with the same craving as so many on this BB. SEO has clearly got a very good year's work ahead of it to implement all the plans it has announced so far. If it does implement them with the efficiency they have shown over the last year, we shall see the proof of the pudding in the results at 6 monthly intervals over the next couple of years. The SP will follow.
sd
andysmith
- 03 Sep 2005 23:39
- 8877 of 27111
SD, I don't know the details but I would summise that NW supply a key component that SEO/Biotec use to produce Starpol. I said last week that the keypoint of the RNS was missed, this agreement allows all parties to be involved in a chain that ultimately and the first time will see bio-degradable packaging concept(s) (note plural) competitively priced compared with standard plastic packaging.
At the moment some bio-degradable is used more as a marketing stunt, now it will also provide cost benefits up front in addition to reduced packaging waste taxes.
All of my shares bought last year for <6p are locked away, the potential for SEO is just too huge and I don't regret not selling them at 30p.
However, I did add in early Feb on the basis of making a quick buck through trading for something I wanted to do this Autumn and I do regret only selling them last week for 21p and not the 30p back in May. SEO became fair game for traders early in the year and it is possible to buy low sell high and so on in the early days when the market gets carried away and expections are far above realism in terms of timing of events. I sold my trading shares last week not because my views had changed or I'd have sold the lot but because I now need the dosh and the drop back to 19p range was obvious as the market wanted more now. But don't forget there is more to SEO than this and I expect sp to be 30-50p around Christmas time as more deals are announced and the market wakes up to what Starpol can actually provide. I have heard some details about Starpol through the packaging grapevine and it sounds very good but again success will depend upon the abilities of SEO management to fully exploit this potential and deliver value to the shareholders.
primone
- 04 Sep 2005 00:21
- 8878 of 27111
Stockdog
I agree with you. As I understand it, NatureWorks are to supply Biotec with Polylactic Acid (PLA) which is a biodegradable plastic substitute in it's own right.
( it's already used to produce salad and sandwich containers ).
It forms the major ingredient of Starpol 2000, which takes the PLA and transforms it into a substance that retains it's biodegradability, but adds the additional property of being microwavable. This opens up a whole new market because it can be used as a substitute for MAP packaging ( the trays and film cover ). If you put together the material ( Starpol ) and the method of RF sealing ( Greenseal ), you have a total packaging solution that no-one else can currently offer.
The deal with nature Works is significant in that the price Stanelco will pay for the PLA - the main ingredient of Starpol - enables Stanelco to offer Starpol at a price that is competative with the currently used oil-based plastics.
Although I haven't read the EVO note, it appears to me ( from PM1's posting yesterday ) that they are talking about a royalty of as much as 1 cent per microwavable tray, which given the number of tray-lidding and thermoforming machines in the world, and the average number of units each machine produces every year, adds up to a vast theoretical earnings potential.
If the EVO note is suggesting anything else ( re Erics post above ), then I find that slightly concerning!
niceonecyril
- 04 Sep 2005 08:12
- 8879 of 27111
.
Sharesure
- 04 Sep 2005 09:29
- 8880 of 27111
Nevermind SEO for the moment, regulars on here ought to consider CHP for the coming week. Time enough to get back to SEO afterwards.