Surface Transforms Share Discussion Threads

[quemaster] 14/12/2024 10:25

Thank you Bagpuss.

[bagpuss67] 14/12/2024 10:20

Good to have you back Q

[quemaster] 14/12/2024 10:05

Surface Transforms entering the global supply chain has been good for Brembo, having only one ceramic supplier has historically held back adoption. The OEMs made no secret of their opposition to Brembo buying ST in the past as they wanted more than one ceramic supplier in the market.
There are other ceramic brake manufactures out there but there's a huge difference between selling to the racing market and being approved as a supplier of a safety critical product in a global supply chain. It took ST about ten years to get the necessary certification and complete testing to be able to enter this market, the OEMs were also helping ST through this process at the time. Brembo and Surface Transforms are the only option for the OEMs and will be for the foreseeable future assuming ST survive as they are.

[thiopia] 13/12/2024 22:38

Why don't Brembo just take them over and shut down a competitor ? Why risk somebody else buying the IP and sorting out the manufacturing process issues ? They should immediately get £390m of orders right ?

(Probably be seen as monopolistic practice and disallowed by Competition Commission etc but according to some on here ST isn't the only competitor so it shouldn't matter right?)

Market Cap : $3bn
Annual Rev : > $3bn p.a.

[amt] 13/12/2024 22:10

A lot of new jobs on the website so surely they must be making good progress now and not facing an immediate cash problem.
Every month that goes by without news is good.

[quemaster] 13/12/2024 21:43

This is what "Google AI" says if you ask it "who's brakes are better Surface Transforms or Brembo." The answers it gave shows why the OEM's would want ST to survive.

AI Overview
Learn more
Surface Transforms carbon ceramic brake discs are generally considered to be better than Brembo discs:

Temperature: Surface Transforms discs run cooler than Brembo discs, even when they're smaller in diameter and width.

Durability: Surface Transforms discs are more durable than factory-fit carbon ceramic discs.

Heat conductivity: Surface Transforms discs are up to three times more effective at conducting heat than standard factory-fitted discs.

Weight: Surface Transforms discs are lighter than Brembo discs, which improves handling and driveability.

Performance: Surface Transforms discs offer better performance than Brembo discs.

Driver feel: Surface Transforms discs offer class-leading driver feel.

Lifespan: Surface Transforms discs have a lifespan of between 12,000 and 15,000 track miles.

Surface Transforms discs are made from a Carbon Fibre Reinforced Ceramic (CFRC) material that's produced using a patented process. The carbon fibre is interweaved to form a 3D matrix, which makes the discs stronger and more durable.

[thiopia] 13/12/2024 20:04

The 20 day MA is about to go through the 50 day MA (a sort of Golden Cross)

Note how the (20/50) Death Cross a few months ago seemed to predict the subsequent collapse


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[swiss paul] 13/12/2024 20:00

oh you know so little

[gripfit] 13/12/2024 19:46

Really?? They must be bleeding cash now

[bagpuss67] 13/12/2024 19:30

More new jobs now advertised

[johnpope] 13/12/2024 09:48

Sub 0.3 comes later

[major courtenay] 13/12/2024 09:29

Well that’s the Friday crowd out.

If the “next week” crowd leave too (presumably next week) it might get interesting.

[bagpuss67] 13/12/2024 06:33

Quazie. Yes thats got to be a big risk. In particular, if KJ and the exec team are leading on any rescue deal there has to be a significant risk that they don't get it over the line.

[thiopia] 12/12/2024 21:41

Could be one hell of a recovery play if they make it !


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[quazie12] 12/12/2024 20:01

Yeah all very bullish chat but the CEO is still there remember. He crashed this company spectacularly over the last 24 months. The issue was not a lack of investment nor customer orders, but disastrous management of production issues. The buck stops with KJ and I wont reinvest a dime with him in charge. The repeated lack of transparency in RNSs throughout which Bundred takes part blame means you cannot trust this company.

[gripfit] 12/12/2024 16:29

They can have my 4 mill @ 1-2p

[toby hall] 12/12/2024 16:27

market want the shares .. can sell 2M no probs

[washingmachine] 12/12/2024 16:03

The market knows full well
Companies like Fridays
Especially on funding
They want it all wrapped up before weekend.
We will see
If no news tomorrow .. share price will retreat like last week
70 / 30 for a plus outcome imo

[washingmachine] 12/12/2024 14:43

My bets on tomorrow !

[wally27] 12/12/2024 14:41

Something rather leaky here....expecting a big RNS incoming.

[wally27] 12/12/2024 14:33

Looks rather tasty here...next short term target 0.8p+

[gripfit] 12/12/2024 14:31

Seems a lot of ‘ employee’ size nibbles going on …. Have they cracked production issues??

[zen12] 12/12/2024 11:17

Think you want get a chance to buy this after RNS, MMs will NT you all the way to 1p. But you take your chances!

[glavey] 12/12/2024 11:17

Washingmachine " I’ve added a few million "

Rinse cycle underway.