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


KingKonggb - 12 Sep 2005 07:28 - 9161 of 27111

This is excellent news. Another reason why SEO bought Biotec. Before we all get on our high horse, please note the comment:

"Work is ongoing to bring this new hard-shell capsule technology to market and
Stanelco and Carclo are now seeking to work with third parties to optimise
formulations, ensure regulatory approval (for human and animal consumption) and
develop the route to market, this process is expected to take a reasonable time
to achieve."

The last sentence basically means that revenue for this product will take time and won't happen overnight, so don't expect a rapid rise in the SP.

If SEO are involved with Northern Foods then the so called savings of 10m (diff between Ferndale and Northern contracts with ASDA), could be as a result of Greenseal technology. Not bad saving by ASDA if the case.

IMHO

Kong

stockdog - 12 Sep 2005 07:57 - 9162 of 27111

You must be kidding if you thing Greanseal can save 25% of the price, folks. Get real!

We have no idea what changes in spec. there are in the NF contract from Ferndale's - maybe just less - since NF, although bigger, may have a narrower range of product, to be made up from elsewhere (even Ferndale on a reduced basis, if they call a cease fire).

Seems like Ferndale didn't knuckle under, even though it had the advantage of Greanseal - unwisely it turns out.

Like the new capsule, Niggsy!

sd

bosley - 12 Sep 2005 07:58 - 9163 of 27111

kkgb, as i said earlier, i really do hope that the northern foods cotract has something to do with greenseal, but i will wait for confirmation before i get excited. today's rns seems to suggest that ingel is getting back on track, albeit slowly. a long way to go on that yet , if they haven't yet got,

"regulatory approval (for human and animal consumption) "

Oilywag - 12 Sep 2005 07:59 - 9164 of 27111

If SEO are involved in Norther Foods, I doubt that the share price will increase at all as this is part of the "several hundred machines" which is already factored into the share price.

The oily one

paulmasterson1 - 12 Sep 2005 08:07 - 9165 of 27111


Bosley Hi,

Ingel is not involved in the Carlco joint venture capsules, it is between Aquasol and Carlco.

I highlighted this capsule development about a year ago, and the details have been on my website since March, and I said when the Biotec deal came in, that it would help reduce the cost base for those capsules, to a level where Stanelco and Carlco could offer the product to Cardinal Health, bearing in mind the already known connections, and that Stanelco could offer it to them first as a way of compensating for the problems with going forward with Ingel products, as the Carlco capsules are laser welded, there is no RF connection.

Cardinal already know a lot about starch, having been involved in Ingel for a long period of testing, and they could take these capsules to market very quickly, probably much quicker than other manufacturers.

Cheers,
PM

niceonecyril - 12 Sep 2005 08:16 - 9166 of 27111

My understanding of Greenseal was it benifited both Asda and supplier,
could it be that Northern where prepared to take a smaller % of the
savings, to win the contract?
cyril

paulmasterson1 - 12 Sep 2005 08:20 - 9167 of 27111



Nice one Cyril :)

Cheers,
PM

bhunt1910 - 12 Sep 2005 09:17 - 9168 of 27111

Morning all - just back from a week in Norfolk - fantastic weather - did a bit of walking , boating etal - good to see that my return corresponds with a bit of news.

Just trawled through over 300 posts on this thread - mostly irrelevant re the CC - how boring - but one or 2 nice tit bits

A good rns this morning - another bit in the jig saw - presumably these capsules that do not contain animal products will open up the pharmaceutical and vitamin market to all Muslims and Vegetarians who would otherwise refuse to take such products. It could greatly increase the sale of capsule contained drugs and vitamin products. Another great RNS!

Baza

driver - 12 Sep 2005 10:13 - 9169 of 27111

Good news again, this new development may be worth millions in revenue to SEO and Carclo, Carclo (car) is up today on the announcement.

http://www.carclo-ctp.co.uk/

driver - 12 Sep 2005 10:37 - 9170 of 27111

Research Page updated

30) SEO announces.
https://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread

bosley - 12 Sep 2005 11:15 - 9171 of 27111

slightly strange, the market reaction to today's announcement, as carclo is up while seo is static. also, there doesn't seem to be any volume.

Bugz - 12 Sep 2005 11:52 - 9172 of 27111

With a market cap of this region though Bosley, its gonna take a BIG RNS to shift the SP no? I agree I'm excited with today's announcement but as Paul said above, it is kind of in development so money is still a while off... The next movement is surely going to be ASDA machine orders or a Walmart contract.

paulmasterson1 - 12 Sep 2005 12:49 - 9173 of 27111


Hi All,

Hopefully we will see that big name pharma (Cardinal ?) sign a heads of agreement to develop these new capsules, and bprg are sunk again .... LOL !!!!

Also I e-mailed the Northern Foods and Ferndale Foods news to Howard, nothing back from him yet, but I think an RNS will be forthcoming on that front fairly soon, as the next Greenseal and Starpol announcement.

The capsule news will take a while to sink in, but the potential is the same or better than that which drove the price up a few years ago (as per the chart below) when the Ingel announcements came out, so we could see latent buying this week as the news travels around. Also USA buyers might see more potential in the capsules, than UK investors, so keep an eye from 2:30pm onwards, especially if SEO do another excellent Business Wire press release :)

Cheers,
PM

bosley - 12 Sep 2005 12:51 - 9174 of 27111

bugz, i think you are getting mixed up between paul, king kong and myself. an easy mistake to make as we are all big , hairy beasts that like to terrify helpless, chained-up, sacrificial women.... (chrissie take note!).
paul, just to clarify, has the jv with carclo nowt to do with ingel and the cc?

paulmasterson1 - 12 Sep 2005 13:05 - 9175 of 27111


Bosley Hi,

The Carlco JV has definately nothing to do with Ingel or RF :)

Here's the bits from my website ....

-----------
Carclo and Aquasol jointly own a patent for drug capsules

Page 1, Annual Report, 31 March 2004, Carclo plc, Registered Office: Ploughland House PO Box 14, 62 George Street Wakefield WF1 1ZF T +44 (0) 1924 330500 F +44 (0) 1924 339900 W www.carclo-plc.com Einvestorrelations@carclo-plc.com .... For a number of years Carclos medical operation has been pioneering the use of water soluble polymers in fine tolerance injection moulded applications. Since 1999 we have been working with Aquasol Ltd, an intellectual property company specialising in water soluble polymers and recently acquired by Stanelco plc. Carclo and Aquasol jointly own a patent for drug capsules manufactured by injection moulding from water soluble polymers. The capsule has unique features which provide improved control over the release of drugs and tamper evident protection. In collaboration with Stanelco plc we now plan to increase our market and business development resources on this important innovation.

See the Capsule details here, with pictures, in Adobe Acrobat(PDF) format
http://www.aquasol-ltd.com/seminar%20articles.pdf

Cheers,
PM
http://www.stanelco.devisland.net/

bosley - 12 Sep 2005 13:52 - 9176 of 27111

cheers pm1

automatic - 12 Sep 2005 14:05 - 9177 of 27111

I would like to see a rns from SEO saying Northern foods are useing Greenseal, with Asda dumping Ferndale the company that did the trials and if Northern Foods are not useing Greenseal then this would be very bad news for SEO and for us holders of SEO shares.

paulmasterson1 - 12 Sep 2005 14:20 - 9178 of 27111



prw.com quickest off the mark ....

http://www.prw.com/main/newsdetails.asp?id=4533

Carclo and Stanelco combine to replace gelatine capsules

By Julie Bieles 12/09/2005

The pair have developed a starch-based polymer for edible applications.

12 September 2005 UK companies Stanelco and Carclo have developed a starch-based hardshell capsule for edible applications including dietary supplements and pharmaceutical uses.

Carclo Technical Plastics has manufactured the capsules using a polymer blend developed by Stanelco subsidiaries Adept Polymers and Biotec Holding Group. The capsules are being developed as an economically viable alternative to gelatine.

Work to bring the new hardshell technology to market is ongoing, said Stanelco. The starch-based material and the manufacturing process could lead to lower production costs than for gelatine capsules, it said.

Other advantages of the starch-based capsules include greater heat and humidity resistance, and easier filling, according to the company.

Dormar - 12 Sep 2005 14:32 - 9179 of 27111

Paul

Is laser technology involved in the capsule manufacture?

Cheers

Dormar

driver - 12 Sep 2005 15:46 - 9180 of 27111

THe Shares Magazine
The Plays of the Week: buy XKO GROUP, NCC; updates: buy CARCLO, STANELCO;
Register now or login to post to this thread.