Surface Transforms Share Discussion Threads

[longshanks] 08/3/2017 11:05

I have been adding over the last few weeks but I don't think I am alone: this is looking very well bid with retail buying efforts limited to negotiated trades. There is stock available at 20.5p but I struggled to fill an order at 20.25p so I suspect we have a sizeable order being filled for someone at/around 20p.If news on airframe 1 or an automotive OEM came in tomorrow I would expect a strong jump in the sp, but given the current planned timescales, I would still expect a developing upward trend towards the mid-20's now.

[longshanks] 27/2/2017 12:41

Yep. Not particularly well bid either at 20.75p.

[wednesday6] 27/2/2017 11:11

Strange spread the 20.95 trdes are buys

[rivaldo] 23/2/2017 15:18

Here's a full transcript of that interview FYI....

[graham1ty] 22/2/2017 13:43

David can be hilarious ! Very good interview

[longshanks] 22/2/2017 10:51

Good positive interview I thought with some interesting snippets of information.

Notable for me was that the group encompassing OEMs 2,3 and 4 currently spend £70m pa on CC disks, with that spend expected to rise to £100m pa by 2020.

The product issue is presumably the "salt-water" issue that we know is being worked on. As far as I am aware it is just a case of operating the disks for enough hours under certain conditions. Replicating all those conditions may be part of the problem - but overall it is just a matter of time and additional "research" spend.

AM presumably don't care so much about the issue because it is less relevant to them, just as it is irrelevant to Koenigsegg.

In the case of this large German group though, we are talking much larger scale and therefore more i's to dot and t's to cross.

I agree with you, timbo, that DB's turn of phrase did bring a few smiles.

[timbo003] 22/2/2017 10:46

>>>>Tm

DB has remarked at several previous meetings about the German's penchant for tests and standards (more so than other Europeans)

[toffeeman] 22/2/2017 10:15

Intersting interview - ther remains a product issue to be overcome before VW-Porsche sign them off.

So why is it not an issue for A-M?

[timbo003] 22/2/2017 08:38

New David Bundred Interview (his turn of phrase made me smile a couple of times)

[rivaldo] 20/2/2017 14:34

Been on hols, so missed the Aston Martin news - the car looks awesome. And the designer is Adrian Newey, who's a Formula One legend of course and must be highly influential as a reference point for SCE approaching other manufacturers:



Here's SCE's own press release FYI:

[condom2] 20/2/2017 13:00

Dream on !!

[longshanks] 20/2/2017 12:33

I love a bit of flattery but in this instance it is misplaced.Whilst I have served my term on ADVFN raising the profile of SCE amongst PIs, this is fast becoming a "fund manager magnet" and I am sure the company broker is successfully organising meetings to promote the company during what should be a pivotal year.

[condom2] 20/2/2017 10:35

LS - Who needs the Company Brokers when we have your excellent service. Perhaps the Company brokers have retired ?

[longshanks] 20/2/2017 09:29

If there remains any doubt, I have had it confirmed from the company that AM are OEM #6.Total revenues from this contract are expected to be around GBP 1 million: equating to about £1400/disk.That figure includes upfront prototyping and engineering development which has already commenced. One could imagine income to ST from this contract of approx £150k for the next two years with £700k coming in the 12-18 months of the production run.

[quemaster] 17/2/2017 15:13

hxxp://www.carsnews.net/surface-transforms-plc-oem-six-british-luxury-british-sports-bcarb-manufacturer-named

Just to confirm what everyone bar myself already knew :-)

[quemaster] 17/2/2017 14:27

Wednesday6 yes I think your correct, good partners to have though.

[longshanks] 17/2/2017 10:59

The really important point here is that an OEM, for the first time, has declared their use of carbon ceramic brake disks supplied by ST. Such open acknowledgement is a great asset. It is only a small move now for ST to become the preferred vendor of the CC brake option on all AM vehicles.The company should now be able to declare in an RNS which of British OEMs 1,2 and 6 is represented by Aston-Martin. I see no commercial reason now for the detail to be hidden.I am surprised we had no announcement this morning, but perhaps they are being ultra-cautious and seeking permission first on what details can be declared.

[wednesday6] 17/2/2017 10:57

Quemaster isn't the aston martin contract a result of the 2nd feb rns?

[quemaster] 17/2/2017 10:10

Potentially 175 cars so 700 discs, has to be in the region of £500k revenue for discs alone. Interesting that SCE have not issued an RNS, but very encouraging news.

[longshanks] 17/2/2017 03:56

Great news from Toronto. An RNS hopefully in the morning to qualify the contract news. I feel there is still yet more to come in the near future. An exciting year ahead for ST and all long term holders.

[robinbell] 16/2/2017 19:04

and its on SCE website
hxxps://surfacetransforms.com/news-blog/2017/2/16/surface-transforms-announced-as-technical-partner-on-aston-martin-am-rb-001

[robinbell] 16/2/2017 18:59

This article from Toronto explicitly links the AM RB-001 with SCE brakes

hxxp://driving.ca/aston-martin/auto-shows/toronto-cias/aston-martin-makes-am-rb-001-hypercar-the-star-of-toronto

[longshanks] 16/2/2017 16:28

Graham1TY - you should have mail.