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

Agree Alan, but why is that US website still under construction, IS the management up to this?????????????????

Now thereby hangs another tale.
The sales and marketing team seem to be top notch, but I do have my concerns over the operational team!!

Shares Mag. today contains a good letter on SEO from a subscriber. It might prompt them to come back to discussing SEO in more detail since they have been silent on them for a long time. Perhaps as we approach this 1.5 billion tray deal being signed (I'm hearing that that might be in May)

I think there may be a large buyer back out there

Biscuit ,if Alan wants to send me an email that should be none of your concern.Stanelco are not known for their plain english are they?After every RNS / announcement there is a discussion as to the interpretation of it.Anyhow it looks like there has been a problem with a part of the kit wearing out prematurly,not with the GS technology itself.As they say if you want to sort out a ship you don't do it in the dockyard you take it to sea,that's when you find the problems.So maybe the machines didn't work so well in suppliers sites as opposed to in the lab.and now this is 95%resolved.I believe in this company(I wouldn't have 130k+shares otherwise)and am in for the long term but do have a problem with the amount and clarity of their news.How about the USA web site whilst on the subject of communication?Also Sylvia if you are there I believe it is "roll out "not "role out".Best of luck to all long term holders.

Some good commentary, lads and lasses (not sure who of you are lasses but there must be some when the upside is so great). The problem is that we are undertaking a day by day commentary whilst SEO are dealing with commissioning products with ground-breaking technology. I don't fully understand the technology though pleased that some do: I expect a machine doesn't need to be electro-mechanical to require tooling; the trays need to move and there are an awful lot of those. A GreenSeal machine needs presumably to be moved on-line and that, at some stage, will hold up production; the line managers need to be happy everything is working. So you wheel in an SEO machine that is already happily working whilst you modify the machine that is owned by the customer. So you need some time because you are no longer in the lab. Eventually the first machines are fully commissioned, you have a happy customer and you can pick up momentum. Not sure where we acutally are in this process; it may be going on as we are are commenting. What I don't accept are those who criticise from the touch-line. Better to learn a bit of patience. It took God a bit of time and now gestation is only 9 months. Well we are nearly nine months in and I think the first babies are being delivered or have been delivered. Evenually it will be only a week per delivery and babies will be delivered in parallel. Lets say two a week, then 200 would be delivered in 50 weeks; or 3 a week and we are there by December. That's the model (not the curvaceous sort) in my mind. Prepared to revise it, if necessary. The main thing is that it is a matter of time. Most investors are fickle and not prepared for delays. Good to have Starpol licensing deals with mega-numbers around; different model; 0 or 1; shit or bust. The sp was built on GreenSeal and, as I see it, is justified on 2007 potential. Starpol is certainly worth 5p now, I would have thought, but could quickly be 10p or even 15p. Pleased to add that onto GreenSeal. sp of 15p is now not a problem; it will get motoring as one or both of these come to fruition. Topped the CFD position up to 100K which as 1k per 1p. Quite comfotable with that on - on the touch-line!

Eric

Alan and Eric - good posts. It's easy to forget the risk side of the equation when wanting the SP to fly north. SEO must be a much better risk now than when it got overheated last year. Bringing new products like this to market always takes longer than planned. If you planned longer it would take even longer probably!

The SP has stayed pretty rock steady this week when so many shares might have tumbled after less than inspiring news. Prefer to be sitting on the 16p line than the 15p line, but pleased we don't seem to have come that close to my 14p stop loss. I'm very tempted to take out half my money for some more exhilarating sticks and get back in when SEO starts to move - but I know very well where that would get me. If we can wait it out, we will be rewarded, I believe.

I'm having a great time with half my stocks (DGT, EEN, ASC) soaring north and the other half going nowhere but on ever improving prospects (CHP, SEO, GME). If the latter can take over when the former exhaust their upward path, then I shall be very happy indeed.

sd

sd
Put your Tips on
Drivers tips
http://www.moneyam.com/InvestorsRoom/posts.php?tid=9585#lastread

Alan: I liked your Company A v Company B scenario. Funny they were the same company on a time warp. What it says is that we are nine months down the line: over-hyped optimism has given way to a more balanced realism but with a broader base. It seems to be that every decent company seems to go through those growth pains: like sd I have three current success stories, his DGT and ASC plus AZM. All have had a year of set-back for differing reasons, have emerged stronger and the risk ahead seems less.

Amusing piece in Shares under Trading referring to Evil's long in SEO: is not impressed with his track record in this respect. "Stanelco does have some promising things in the pipeline but traders ought to exercise caution, as the stock attracts a lot of gossip - most of which ranges from the inaccurate to the ridiculous." Not that impressed with the comment. First, "does have some promising things in the pipeline" - damnation by faint praise; but the things in the pipeline are mega in terms of most developemnt programmes particularly in the technology sector. Second, the comment aimed at bb's such as this; but you only need to look at the serious effort to come to terms with the prelims and you see how useful this bb is; yes, the prelims shook me out to an extent with concern of a bear market, but, helped by the dialogue, I have a much better perspective from which I conclude that SEO should have been included in Shares Top 100 and have rebuilt the stake on the back of the AZM rise. Not very happy with Mr Geoff Ho Ho Hum! Cheap comment!

Sharesure: impressed with your previous call on the understanding of ASDA contract status, so take your May timeframe seriously. That's probably a good timeframe for positive progress on both major fronts. Expect the sp to start moving ahead of that time - it has certainly proved resilient this week.
Eric

Would that be a trellis fence???

Some were querying the "minimum" of 1 year exclusivity. Last year's finals states:

"At the time of writing we are in advanced negotiations with Asda Stores.
Stanelco has granted Asda an option until 10 April 2005 to consider entering
into an exclusive arrangement for a minimum of 1 year for the UK and Ireland to
introduce Stanelco's RF sealing technology to Asda's supplier base. Clearly, if
things progress well with Asda, we would hope to introduce similar arrangements
with Asda's US parent Walmart, and its affiliate in Germany."

mmm! A nice new flirty arrival; trust Alan to get in first - you note the Al, Alan!

garyble: good quote. The eventual agreement was delayed by three months and I think was specifically one year; not sure whether it quoted 200. I would be quite sure that SEO will need to deliver the 200 before moving on in the UK. The other point is the mention of Walmart which now appears closer to fruition, plus the German affiliate, a good stepping off point into that market for 2007.

Dawall,

The tooling does come into contact with the tray and film and a certain amount of pressure applied.

Welcome, Trel

Dawall - hope the tooling's well protected!

sd

garyble: thanks again. As one assumed; doesn't sound a major issue although not in the normalline of business for SEO. One thing it working beautifully in the lab., another in production scenario. I wonder if there is a bit of a mindset gap between the techies and the marketeers; not unusual. Hopefully a lesson learnt for next time.

SD - You mention risk in your post above, have a look at the graph below, quite interesting I think you'll agree..

Are we back to the contraceptives already? Are you fully aware of what you are getting into here mz?!
kim

It would be interesting to know just how the Greenseal machine works and what converting an existing machine entails; is each machine different, therefore requiring a different set-up each time or are they all virtually the same? Anybody have an idea?
kim

Not sure what the point is, explosive. If you travel backwards in time, you will fall off the peak if the momentum is too great? If you travel forward in time, you will have a heady ascent, followed by a much more gracious descent as gravity takes hold? Depends what the third dimensional view is, I suppose.

OK Eric, never mind!! RiskGrade TM of SEO.........

You'll find it a little like sauce, thickens on standing... ;-)