Oxford Advanced Surfaces Share Discussion Threads

[the_doctor] 26/9/2009 10:42

He's a good fit with the controlled particle deposition or more specifically, 'detergent' use, for which they say 'We are presently in discussion with a number of potential partners regarding possible joint development'

A good lot of cash to keep them going.

[wharfboy] 25/9/2009 21:53

New ceo is ex Reckitts & Unilever - could be promising

[the_doctor] 15/9/2009 09:02

Given Merck KGaA's role in LCD/plasma screens and solar energy cells, there's a great fit there.

[the_doctor] 20/8/2009 09:35

all rather quiet....

Interims the next known event...

[the_doctor] 03/8/2009 09:29

Had a read of this over the weekend



Great to see something that may make solar panels more efficient.
I'm guessing that the tech could be applicable to a range of solar power techs ie. less dependent on whichever techs make the greatest advances.

Along with solid state lighting and LCD screens, these potentially high value markets could be a really big earner. The main payback would be quite some way off though and it is hard to see the detailed progress.
I'm hoping for milestone payments/contracts along the way, which would help the market get excited.

It would be interesting to know how much some of the large chemical/electronics conglomerates would pay for the IP. Perhaps a spin-off JV at some stage?

[the_doctor] 06/7/2009 13:05

bump (falling off my list)

[the_doctor] 25/6/2009 11:12

Very difficult to estimate fair value for this company.

£50m odd market cap is not a clear bargain.

However, the potential applications are vast and include some very high volume uses. This is backed up by the apparent number of blue chip partners, but sadly visibility is minimal.

They have cash for several years at least, giving adequate time for development activities to give rise to payments from outlicensing.
Updates over coming periods should help to assess the likelihood of such deals.
Importantly, there are a large number of projects ongoing and just one or two coming to fruition would justify the market cap.

My personal hope/expectation is for a share price of over 40p by year end/ 9 months....rising to over 100p in 3 years or so. Major wins in terms of progress or contracts would accelerate this process of course.

... just offloading my thoughts on OXA...

[the_doctor] 19/6/2009 13:11

Looking back at the April 09 results, quite a bit of newsflow was anticipated across 2009.

Will be interesting to see what comes....

[the_doctor] 11/6/2009 11:03

Oxford Advanced Surfaces Group plc - Creates new industrial adhesive promoter especially for polymers
09 Jun 2009

Onto® surface modification technology facilitates breakthrough in adhesion for inert and low-surface energy materials including PET and polyimide polymers

Oxford Advanced Surfaces Group Plc (OAS), the advanced materials company, announced today that it has developed a new technology that promotes superior adhesion with a wide range of industrial epoxy adhesives. The Onto® adhesion promoter can increase adhesion to materials such as polyimides and PET polymers where epoxy adhesives on their own fail to achieve satisfactory bonding.

Marcelo Bravo, CEO at OAS, said: "Epoxy adhesives are the most widely used structural industrial adhesives due to their high strength and resistance to harsh environments. However, they do not bond well with materials that are chemically inert or have very low surface energy which may require various forms of surface treatment to be effective. The Onto® adhesion promoters can bond materials with epoxy adhesives that are typically not epoxy friendly or allow the use of an epoxy system if using a more complex or costly adhesive".

The Onto® adhesion promoters can be several nanometers to several microns thick depending on the application. They can be used with a broad range of substrates including polymers, inorganic materials and metals and can be applied with a choice of wet application processes.

Potential applications for this new industrial adhesion promoter are within the hi-tech engineering, aerospace, automotive, electronics semiconductors, displays and printed circuit boards sectors. It can also be used in industrial packaging, industrial coatings, composites and laminates.

The company would like to work with new partners who can license this technology to customise development for use in their specific products and processes".

Oxford Advanced Surfaces Group Plc (OAS) develops and commercialises advanced material solutions which are cost effective, simple to implement, and deliver valuable changes to the functionality of all kinds of surfaces via our platform surface modification technology. OAS uses proprietary highly reactive chemistry, Onto®, in combination with polymers and/or particles to provide solutions that deliver enhanced performance and enable new opportunities. Initial applications include advanced adhesion, anti-tarnishing of silver, anti-reflectance coatings and particle delivery in markets including advanced composites and laminates, electronics, lighting, displays and fast moving consumer goods.

[the_doctor] 01/6/2009 11:59

'enabled the Group to almost halve its projected cash burn
for 2009.'

Healthy state given the burn rate vs cash levels

[the_doctor] 25/5/2009 10:46

Oxford Advanced Surfaces Group Plc (OAS) Develops A Unique Technology That Prevents Silver Tarnishing
May 20, 2009

OXFORD, ENGLAND--(BUSINESS WIRE)--
Oxford Advanced Surfaces Group Plc, the advanced materials company, announced that it has developed a 1nm thick, environmentally friendly Onto® coating that acts to protect silver against tarnishing.

The effect of atmospheric pollutants on the surface of exposed metals can result in the formation of a number of unwanted compounds causing tarnishing of the surface. "Tarnishing is not just aesthetically unpleasant – it also degrades the electronic and optical properties of the metal surface, and is therefore a causal factor in the reliability of LEDs, lighting, Printed circuit boards (pcb) and electronic components", commented Mike Edwards, VP Sales & Marketing at OAS. Current technologies addressing this problem have many disadvantages or are uneconomical, preventing wide scale implementation, particularly in electronic applications. The Onto® coating doesn't impede electrical connectivity, is thermally stable up to 250°C and is applied via a simple wet coating approach offering attractive solutions to a number of problems in the electronics and lighting industries.

Potential applications include industrial, household and automotive lighting systems, silver conductors throughout the electronics industry and other applications where silver or other valuable metals need to be protected from tarnishing. The company is seeking new partners for either tailored development or straight license of the silver anti-tarnish technology for use in their products and processes.

OAS develops and commercialises advanced material solutions which are cost effective, simple to implement, and deliver valuable changes to the functionality of all kinds of surfaces via our platform surface modification technology. OAS uses proprietary highly reactive chemistry, Onto®, in combination with polymers and/or particles to provide solutions that deliver enhanced performance which enables new, highly cost-effective opportunities. Initial applications include advanced adhesion, anti-tarnishing of silver, anti-reflectance coatings and particle delivery in markets including advanced composites and laminates, lighting, displays and FMCGs

[the_doctor] 08/5/2009 16:29

Well, those that bought on the dip to 5p are doing very well.
That said, anyone that bought since will also be sitting on a profit.

It will be interesting to see if the co. announces any of the deals under CDA, or progress in terms of scaling up/ new applications.

Would be good to see something that helps to define the value ie. a specific application that is to be commercialised.

[the_doctor] 06/5/2009 15:30

For info, I did a bit of research and the company's core patent was granted in the EU in 2005 (I didnt look at US).
Further patents are in progress and not yet at the main examination stage.

Good to hear that partners are involved and the range of potential high volume applications is significant:

The company is working with commercial partners to develop advanced material
solutions for a range of applications including:
• Displays for computers, TVs, phones and PDAs;
• Electronics (PCBs, plastic electronics, solar cells, solid state lighting);
• Industrial specialties (specialty fibres, laminates and composites);
• Fast moving consumer goods.

Importantly, the tech brings cost savings

[the_doctor] 05/5/2009 13:09

Anyone got some thoughts on this one?
Looks well funded,
Tightly held,
Wide array of technology,
Sp drivers anticipated in 2009...

[pelleeds1980] 01/5/2009 12:10

Finally some life in this now

[still waiting] 19/2/2009 23:19

Monis, you in UCP? easy money to be made there if you can get them before everybody else does..

[monis] 19/2/2009 21:41

lol - I am extreamely happy with the amount of money I am making thank you.

[monis] 19/2/2009 17:52

I wouldn't be surprised to see some very good news in the next few days imo.

[nelly23] 19/2/2009 16:50

I've been watching these for some upward movement for a couple of months now. I think they were way oversold in October and I believe that they have some genuinely good technology behind them.

I tried to get in a 12p today but ended up following them up and buying at 16p which is annoying. However I do intend to keep these tucked away for a while as I think there could be some decent upward movement in the coming weeks?

The £0.5 million buy earlier was certainly very encouraging.

[monis] 19/2/2009 16:12

FROM sept rns


--------


Cash balances at 30 June 2008 amounted to £6.0 million and continue to be managed prudently, with tight cost controls. The balance sheet
was further strengthened in August 2008 when the Company successfully raised an additional £5 million before expenses with the issue of
7,695,600 new ordinary shares at a price of £0.65. This placing was a great success especially considering the difficult market conditions
at the time and underlines the strength of the company's technology and business plans.

[monis] 19/2/2009 16:04

only 1 mm now offering 16p. (this could go a lot higher imo)

Remember they placed a load of shares at a multiple of the present price a few months ago. imo dyor

[pelleeds1980] 19/2/2009 16:03

Hmm will watch this in the morning still tempted. nelly you have big balls mate!