Oxford Advanced Surfaces Share Discussion Threads

[multibagger] 25/2/2013 09:09

Not that I am aware.Seemed to attract buying interest on Friday afternoon. Tightly held and hence moves on small volume.

[pugugly] 25/2/2013 08:44

Was this tipped at the weekend ??? Seems a big move on small volume.

[multibagger] 25/2/2013 08:13

Edited:
Paid over ask for 75K...Quantity is really a problem and it is a nice problem to have if you already hold ! Good luck all :)

[rrr] 22/2/2013 20:11

About time! If it's for real.

[melodrama] 22/2/2013 15:41

Bought a few earlier on, something looks to be stirring

[multibagger] 20/2/2013 16:36

Hi Dannyb2012,

Yes, that has been on my mind as well and one of the reasons I topped up :) Dow may be a global partner (pure speculation on my part after reading all the news and RNS on the company website - the similarities with NANO are striking IMHO though I may be rose tinted)- if that happens we will be off ! People who have missed the NANO spike will be desperate to get in on the action I would think.Good luck :)

[dannyb2012] 20/2/2013 13:44

The 9 month Commercial Joint Development Agreement comes to an end in mid-March, hopefully we get some positive results.

[multibagger] 18/2/2013 08:46

Added a few more today...good luck all :)

[multibagger] 16/2/2013 21:32

I have revisited my reasons for investing in OXA and as I hold NANO as well, I am struck by the number of similarities in terms of business model, major investors, cutting edge nanotech with lot of overlap and significant potential applications across a huge range of applications, a commercial development agreement spanning a 9 month period (announced on 14 June 2012 as per OXA website ) with a world leader in coatings business (my hunch is we are looking at Dow again - hope it at least does the same to the OXA share price, if not better), scaling up of production of VISARC nanoparticles and not ignoring the fact that a significant holder has increased his stake.... my guess is that game changing news is due anytime soon / imminent and we will be hopefully rewarded with a massive upward share spike. Will add....good luck :) AIMHO, DYOR...

[philo124] 01/2/2013 22:10

Thanks, back up a bit today.

[multibagger] 23/1/2013 12:20

Hi Phil, welcome aboard ! Let us hope that OXA makes it up for you. Good luck :)

[philo124] 23/1/2013 10:28

This has been on my watchlist for 3 months; have now bought in, modestly.
I had a note from Canaccord on Nano first thing but didn't buy, doh!

[multibagger] 23/1/2013 10:13

Old news from 09 Jan 2013 - for the record.


Oxford Advanced Surfaces Group PLC

09 January 2013

OXFORD ADVANCED SURFACES GROUP PLC

(AIM: OXA)

Technical Advisory Board Enhanced

Oxford Advanced Surfaces Group ("OAS") the AIM listed technology developer targeting a number of global markets including consumer and industrial displays, solar panels, eyewear and the electronics and adhesion markets, has today announced a key addition to its Technical Advisory Board ("TAB").

From 1 January 2013, Professor Steven Abbott joined Professor Mark Moloney on the OAS TAB. Steven brings with him a wealth of industrial, scientific and commercial knowledge from both research posts and a long commercial career at ICI and MacDermid Autotype, covering all areas of the OAS target markets. He is a Fellow of the Royal Society of Chemistry and an independent consultant to global tier 1 industrial partners.

Adrian Meldrum, CEO said:

"We are delighted to welcome Steven to the Advisory Board. He has many years of invaluable experience in the key industries and applications in which we operate and will add significant value to our technical and commercial discussions with prospective users of our technology."

Prof Steven Abbott commented:

"I am very excited by the opportunity to work with OAS. Its technology offers a range of innovative solutions to significant problems in the world of manufacturing.."

Prof Steven Abbott received his Oxford Chemistry D Phil for work carried out at Harvard. His post-doctoral was in the Nobel Prizewinning lab of Jean-Marie Lehn at Strasbourg. He is Visiting Professor at the School of Engineering at the University of Leeds. He has worked many years in the high-tech coating industry and along the way developed a passion for computer models that could give real-world insight to complex scientific issues such as precision coating or polymer/nanoparticle solubilities. He is an independent consultant at Steven Abbott TCNF Ltd where he continues to develop software apps on solubility, surfactancy, adhesion, diffusion and advises internationally on topics as diverse as cosmetic/pharma skin delivery, organic photovoltaics, packaging films and "green" surfactant design.

09 January 2013

Enquiries:

Oxford Advances Surfaces Group Plc www.oxfordsurfaces.com

Adrian Meldrum, Chief Executive Officer

Philip Spinks, Chief Financial Officer T: 01865 854 807

W H Ireland Limited www.wh-ireland.co.uk

John Wakefield / Marc Davies T: 0117 945 3471

Lothbury FS Ltd www.lothburyfs.com

Gary Middleton / Michael Padley T: 0203 440 7620

Editors' Note

Oxford Advanced Surfaces Group plc (OAS) is a research-based company that develops and licenses intellectual property and products in the areas of highly reactive chemistry and anti-reflective coatings. The Company's research scientists develop innovative solutions in advanced materials and nano-technology for partners to exploit. The Company's solutions apply to real-world, practical processing and Innovation challenges as novel polymer and organic materials are introduced to improve cost, weight, space and performance in new products. Initial applications include advanced adhesion, anti-reflective coatings and particle delivery in markets including conventional and plastic electronics, optics, displays, batteries and solar.

www.oxfordsurfaces.com

This information is provided by RNS

The company news service from the London Stock Exchange

END

[rrr] 23/1/2013 10:04

Hi multi, thanks for that. I also see the 9/1 RNS which I had somehow missed, sounds a good appointment.
Edit: I see NANO has leapt up again today on news.

[multibagger] 23/1/2013 09:45

950K bought at 10.25p...augurs well. Let us hope for a NANO like spike in share price as technology here is also ground breaking. Good luck all :)

[multibagger] 07/1/2013 18:04

Robert Quested appears to have increased his holding by approx 3.5m shares and now holds 9.47% ....something big afoot ? Good luck all :)

[multibagger] 06/1/2013 12:10

Cheers rrr - I agree that we need to be patient. Lot of overlap in terms of people/investors involved in NANO and OXA and also the technologies may have some synergy. The potential of both these companies is huge - I have picked up some OXA and TRX but am very keen on dipping my toe in NANO as well.

Interesting the ORA group holdings/ Richard Griffiths investments seem to have picked up momentum recently - TRX, NANO, OXP and SLN. Hopefully, OXA can't be far behind. Good luck all :)

[rrr] 06/1/2013 11:47

Thanks for the article multibagger, need a bit of encouragement while holding patiently.

rrr

[philo124] 06/1/2013 09:35

Been on my watchlist for 3 months, but i haven't bought yet.

[multibagger] 06/1/2013 09:02

More to company than appears on the surface

This week, I thought I would take a look at something that is best described as speculative in the extreme. So, anyone else interested in taking a look at Oxford Advanced Surfaces (OXA) should be in no doubt that we are dealing with a company that, as of yet, has next to nothing in terms of revenue. But, at the current price which is just south of 10p, the shares could be worth a punt on the basis, that if its technology gains commercial traction then the holders could be highly rewarded.

OXA has been around a while now, having been spun out of the chemistry department at Oxford University back in 2006. Since then, it has been concentrating in the area of advanced nanomaterials in order to bring to commercialisation products that will reduce reflection and glare.

Whether it be developing unique coatings that eliminate reflection from lap top screens, smart phones, advertising displays or even the large area of eyewear, OXA has already made significant progress. The markets for its products, which can be customised not only for use on glass and polycarbonates, are wide and varied, taking in the likes of the solar and electronic industrial markets too.

As for its business model, OXA will generate income from owning and licensing its technology to major partners who will in turn have the clout and production lines to bring the technology directly to the market place.

And what it has in its favour is some compelling unique selling points.

These are easiness to apply on a large industrial scale, quickness in relation to existing alternatives, along with the all important cost, whereby its offering has the advantage of being considerably cheaper.

The company has been involved in talks with several multi-national companies throughout this year and just one serious success from that process could ignite the share price.

It has already demonstrated the ability to attract big hitters with development ties such as one signed a few years back with DuPont.

However, as I said at the outset, this is a speculative punt as to date revenues have been negligible and a game changing tie-up has yet to come.

Ironically though, the company would appear to be in a stronger and closer position to wide adoption of its development programme than four years back.

Then, the shares sat at 95p and boasted a market cap of around £160m. Clearly, that was an over valuation in the extreme for a company that certainly had an offering for the future, but was still in its relative infancy. And the subsequent years have seen the share price retract to an altogether more realistic valuation. That sees a current market cap of around £19m with some £5m on the balance sheet, which is tempting on that speculative basis.

Interestingly, there are some experienced investors with notable holdings here, including United Arab Emirates based Robert Quested who has extensive investment experience in the smaller company field and has increased his stake. Additionally, technology hedge fund ORA Capital holds some 25% of the company, while Oxford University and Barclays Capital also boast sizeable holdings.

Clearly any investment here comes in the high risk bracket, however if successful with a significant deal the shares could travel sharply northwards.

[robin_lemer] 07/12/2012 14:07

Very significant stake increase. Robert Quested has increase his stake from 9.7m to 15.7m approx. The share prices in previous companies he invested in shot up within a very short period of time after his purchases.

[multibagger] 22/11/2012 16:04

Thanks Notable - much appreciated !

[notable] 22/11/2012 15:13

Found this on the bbc news site yesterday re plastic electronics, this is, I believe a merket OXA is looking at for their Onto technology. Worth a look.



Hope this helps