Surface Transforms Share Chat (SCE)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Surface Transforms	LSE:SCE	London	Ordinary Share	GB0002892528	ORD 1P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	+0.00p	+0.00%	16.75p	16.50p	17.00p	16.75p	16.75p	16.75p	70,991	07:57:59

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Automobiles & Parts	1.4	-1.2	-1.4	-	19.10

Surface Transforms Share Discussion Threads

Showing 4051 to 4075 of 4075 messages

Chat Pages: 163 162 161 160 159 158 157 156 155 154 153 152 Older

Date	Subject	Author	Discuss
09/8/2017 06:14	Article in the FT today on the same topic longshanks mentioned a few days back: Carmakers face threat from new drivers of profit - https://www.ft.com/content/40065b50-715e-11e7-93ff-99f383b09ff9 Those without an FT subscription can google the title and click on the Amp link to read, I think...	markm1980	Read Full Thread Reply
07/8/2017 10:33	Hargreave Hale have increased their stake in SCE per today's RNS: Https://www.investegate.co.uk/hargreave-hale-aim-1--hhv-/gnw/hargreave-hale-aim-vct-1-plc---interim-manageme---/20170807101223H5859/ "Post Period End Update Deal flow has been good since period end and we have made one follow on investment in Surface Transforms"	rivaldo	Read Full Thread Reply
05/8/2017 11:19	Don't forget too that the weight savings are in the unsprung weight of the vehicle.	longshanks	Read Full Thread Reply
05/8/2017 01:33	Wow, plenty to think about there Longshanks. Pugugly, regarding the future use of ceramic brakes in such vehicles I was encouraged by this from the Hardman note. Four Surface Transforms brake discs weigh 20kg which is c.40% the weight of four iron brakes. In reality, this is only part of the weight saving achievable since the lighter brake system allows a lighter chassis to be specified. We understand the total savings could be +/- 100kg where the discs are an intrinsic part of the model design.	quemaster	Read Full Thread Reply
04/8/2017 18:26	longshanks - Lovely article - Only worry is that the resultant corporate earthquakes in Germany might cause delays to the new models scheduled to use our discs. Longer term anyone any thoughts on the supposed replacement of the ICE (internal combustion engine) by the electic car and potentially self drive AI car - or car on demand scenario. ? See also https://www.youtube.com/watch?v=2b3ttqYDwF0&feature=youtu.be Well worth a watch over the weekend - OK possibly over the top as per internet hype of 199 - 2000 but much of that has now come or is coming true.	pugugly	Read Full Thread Reply
04/8/2017 18:03	The extent of the German automotive cartel is truly staggering and inevitably will result in a massive shakeup in the way they do business.This article from der Spiegel gives the best account I have seen to date: hTTp://www.spiegel.de/international/germany/the-cartel-collusion-between-germany-s-biggest-carmakers-a-1159471.htmlMy feeling is that ST is very well placed to benefit from the impending shakeup.	longshanks	Read Full Thread Reply
03/8/2017 10:17	This EU probe into collusion amongst German carmakers is good news for SCE-have a read of page 10 of the FT today.Its very clear that the cartel is about to be broken up and SCE is well positioned	pinkfoot1	Read Full Thread Reply
02/8/2017 19:09	Hi dice1950, I cant help feeling that your posts are a little out of date. It's the news of the OEM contracts that I'm keen to see.	goldman	Read Full Thread Reply
02/8/2017 07:25	RNS a few days ago (not posted here yet I believe?) showed Unicorn Asset Management increasing its stake in SCE to 13.54% from 10.38% - quite an increase: Https://www.investegate.co.uk/surface-transforms--sce-/rns/holding-s--in-company/201707271629393485M/	rivaldo	Read Full Thread Reply
01/8/2017 19:15	The speed the EU works we will have brakes on a Boeing Dreamliner - und Mutti will come to the rescue and ensure her beloved automobile manufacturers are not fined to much - think VW emissions - a product doing really well over here - not so goo in the US :-)	swiss paul	Read Full Thread Reply
31/7/2017 11:34	Some really good stuff in the FT today about German cartel allegations in automotive.Feels like things are about to change	pinkfoot1	Read Full Thread Reply
28/7/2017 11:37	Well said! Do not forget also that the high performance car manufacturers that have chosen ST's product have done so on brake disc performance ( heat dissipation, etc.) and not price.	knownowt	Read Full Thread Reply
28/7/2017 08:47	David Bundred has had a long career negotiating automotive business deals and I am sure is fully cognisant of all potential pitfalls.At the end of the day it is all about the supply of widgets. ST is soon to become a significant manufacturer of automotive widgets; qualified to a required exacting standard for sale to German automotive OEMs. And therefore, by virtue, qualified for sale to all automotive OEMs.Whilst contracts are being negotiated, OEMs hold all the cards, once parts are nominated and contracts signed, power swings to the supplier. For that reason, certainty of supply of a given number of widgets at a given quality and price is very important to any OEM and especially those with larger volumes. ST will be in a position soon to provide all required guarantees.OEM 3 has invested considerable time and money in assisting ST to get to where they have got: that shows their commitment- as does the interim nomination for the racing car team. They aren't the only OEM working with ST, but they are the one that has demonstrably shown a desire to challenge the Brembo stranglehold.The fact that so many cars have their OEM fitted CC disks replaced by STs in the race after market will also not have skipped their attention. They know that with ST they not only get a supplier who is more aligned to them and their needs but furthermore have a significantly better product. Given Ferrari and BMW won't be changing suppliers - that will give them some competitive advantage upon which to draw until such time as Brembo raises its game.As to the ramifications of Brexit, there is some idea that it will markedly kill off trade: a worry that has been well overplayed IMO. Ultimately it will come down to a price/benefit scenario. If the price is right, the quality good and the supply chain secure, the disks will sell - simple as.	longshanks	Read Full Thread Reply
27/7/2017 21:13	longshanks - I'm not invested here, nor seriously considering it - only interested in the technology, so really have no axe to grind either way. But I do hope that the directors of SCE understand that they're dealing with a bunch of crooks (and believe me that's not something I say lightly). The VW emissions rigging was scandalous, and obviously fed into Audi. I now see that Porsche appear to have been playing similar tricks - 'There is no explanation why this software was in this vehicle' German Transport Minister Alexander Dobrindt said on Thursday. Mercedes have done the same 'Every Mercedes-Benz car sold in Britain in the past six years is to be recalled by the German vehicle giant Daimler amid a scandal over ‘faked’ emission results.' And now we see they were all operating a cartel: 'Separately, VW has been forced to defend its record after allegations that it teamed up with other German car giants to breach EU cartel rules. VW said it was normal for manufacturers to exchange technical information to speed up innovation. However, it declined to comment on specific allegations that five German carmakers colluded on price and technology.' Were I on the board at SCE (I know, diminishingly likely ;¬)) I would be pressing for a 'worst case' review of all contracts with German companies, firstly to check for Brexit implications, and secondly to ensure that SCE is adequately protected should it turn out that the other parties were acting in less than absolutely good faith.	supernumerary	Read Full Thread Reply
27/7/2017 18:53	I am tired of trying to explain. If you really can't see or understand those details try calling the company and I am sure they will answer as best they can.	longshanks	Read Full Thread Reply
27/7/2017 18:15	Oh come on LS - comparing apples and soap dishes there :) I consider my self to have a modicum of intelligence but I DO NOT fully understand how the discs leave Knowsley and end up on the wheels of OEM(x) brand(y) - and I am even more confused as to how they get onto OEM BMW,VaG,Fiat when they have a financial interest in fitting Brembo.	toffeeman	Read Full Thread Reply
27/7/2017 17:15	I am sure there are plenty of people who own shares in BP who also own and drive cars. When they need to fill up the car with fuel do they always seek out a BP garage? Of course not - they choose the nearest/cheapest supply and/or the fuel best suited to their car.	longshanks	Read Full Thread Reply
27/7/2017 16:54	Hi LS - If I were on the board of Brembo SGL I would be keen to ensure that my shareholders were ware of the opportunity to increase sales!!!! Just saying :) I don't think we will get clarity until we can see details of any OEM contract.....	toffeeman	Read Full Thread Reply
27/7/2017 16:22	hTTp://europe.autonews.com/article/20161129/ANE/161129886/vw-stake-in-carbon-fiber-maker-sgl-will-fall-after-new-share-issue and... hTTp://www.sglacf.com/en.html VW whilst owning shares in SGL are understandably keen to reduce exposure to a company that is very much more aligned to one of their biggest competitors.	longshanks	Read Full Thread Reply
27/7/2017 16:00	hXXp://www.4-traders.com/SGL-CARBON-SE-436603/company/ VW 10% SGL	toffeeman	Read Full Thread Reply
27/7/2017 11:30	I don't believe the VW interest in SGL is significant or relevant.	longshanks	Read Full Thread Reply
27/7/2017 11:20	Yes but add in VW who are a shareholder so the brands with BREMBO SGL ownership: BMW Rolls Audi Porsche Bentley Ferrari Maserati Hmmmm	toffeeman	Read Full Thread Reply
27/7/2017 11:10	As I understand it the Brembo/SGL ownership conundrum extends principally to BMW and the Fiat group of companies.Brembo/SGL currently make an inferior but cheaper product. With the OEM Cell 1 in place, ST will make a superior product that is as cheap if not cheaper than Brembos.With a secure and approved supply chain in place, those two factors will give ST the competitive advantage it needs to win orders.The plan, remember, is to win orders in a rapidly expanding market not necessarily take market away from Brembo.	longshanks	Read Full Thread Reply
27/7/2017 10:20	If a supplier has quality or supply issues it will affect the production line of the model for which it is nominated. The OEM won't just switch the model to use parts from another supplier unless the exhaustive testing processes have been repeated on that model with the alternative part.In the past that may have happened, but not in modern automotive manufacturing.	longshanks	Read Full Thread Reply
27/7/2017 09:12	Thanks LS - but it doesn't solve the argument about dual sourcing, because if (say) Brembo are supplying the brakes for the Macan and they have quality or supply problems, Porsche would have to re-spec SCE which would take much time to incorporate into the build and SCE would have to ramp up production which they may not be able to do quickly enough. I suspect that the larger OEMs will simply source discs from both suppliers and insist that they are compatible with the rest of the brake assembly so the customer doesn't (necessarily) know who made their discs. However this doesn't solve the Brembo ownership conundrum which could put SCE at a competitive disadvantage on the largest potential part of the market. I hope you don't mind the push-back Best	toffeeman	Read Full Thread Reply

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