Surface Transforms Share Discussion Threads

[pinkfoot1] 01/8/2016 18:01

I was in the fund raise and got scaled back a lot-positive and negative

[longshanks] 01/8/2016 17:40

No worries shanklin - I can see I was teaching you how to suck eggs.

The important point you raise is that there are unlikely to be further fundraisings. The last one was well oversubscribed.

[pinkfoot1] 01/8/2016 17:34

This won't make a profit for two years but I can see this manufacturing in both uk and beyond going forwards-also an OEM taking them out when we see some traction in production

[shanklin] 01/8/2016 17:24

longshanks

I was replying to pinkfoot1's post re a £2 share price in 3 year's time :-)

[longshanks] 01/8/2016 16:41

That kind of profitability is likely but not within a year - shanklin: within 3 years yes.

[shanklin] 01/8/2016 16:26

So, with no more fund raising it would need to be making PAT of say £5m on a P/E some way north of 30? Is that what you have in mind?

[pinkfoot1] 01/8/2016 15:59

as I said before, I'm in this for £2 a share-might be 3 years but this is a great little business

[shanklin] 01/8/2016 15:54

rivaldo

Interesting that this is the one of five that has really taken off after your post on the ACSO thread...



What sort of company are you hoping SCE might be in a few year's time?

Thank you, Martin

[longshanks] 01/8/2016 13:53

Welcome Panic Investor.You have joined at an interesting point in the ST story.Currently trading at/near the 3 year high - we are on the launchpad I feel.

[panic investor] 01/8/2016 12:18

I'm in, just a dabble with 15k to start with, thanks to Rivaldo for pointing this one out to research.

[pinkfoot1] 29/7/2016 14:16

I like the chat and it's amazing what you can learn by reading other people's views-tends to be more civilised than LSE too.

With small caps,reading bulletin boards is quite important due to liquidity issues-on SCE,it's all positive stuff though I know the team have had a rough ride in recent times.Now well funded with solid investors,I'm very confident and the automotive space is hot just now.

This is a strong hold for me

[toffeeman] 29/7/2016 13:45

Well Pinkie - if you are to be believed you manage your own portfolio with a value of £8m. If I had one as big as yours I wouldn't be hanging around ADVFN I would be enjoying myself doing fun things :)

[pinkfoot1] 29/7/2016 12:37

Well he needs to calm down-Everton might have a better season after removing the manager

[longshanks] 29/7/2016 12:11

Toffeeman has been here a long time - pinkfoot; a holder I believe since the OFEX days.

[pinkfoot1] 29/7/2016 11:47

Correct-I agree with all you say.

Pity Jeremy Corbyn has turned up on here-pathetic.Its not a crime to have created your own wealth Jeremy

[longshanks] 29/7/2016 11:34

This continues to run strong.No need for chippy comments on this BB, Toffeeman. We welcome all players to this arena be they high or low rollers.The shares are tightly held here, pinkfoot, with good reason I feel. Many are well in profit but, like me, are continuing to buy more. The reason is obvious; the likelihood is that this is going to go much higher over the next few years. The burgeoning OEM automotive contracts have been a long time in coming but the signs are that they will become a reality within a year.These are big, substantive companies who will bring big, substantive contracts. Revenue will grow rapidly and with it the company will start throwing off a pile of cash.

[pinkfoot1] 28/7/2016 18:33

My mistake-Workday!Its on NYSE.

[markm1980] 28/7/2016 18:25

Cheers pinkfoot. Wow, Workspace took a hell of a drop after the referendum compared to other REITs!

[pinkfoot1] 28/7/2016 18:09

Maybe 10pc of funds I commit to listed equities and I never do discretionary stuff.

Have a look at Workspace-keen on that too.Also Haydon Graphene which looks cheap if you believe in the product

[markm1980] 28/7/2016 18:07

I did mean, how much as a percentage of total 'investment wealth'. I hold about 5% in SCE by this metric, which does seem high, though not unreasonable given future prospects

[pinkfoot1] 28/7/2016 17:25

I wish I hadn't bothered answering!Theres always a green eyed one out there!

[markm1980] 28/7/2016 17:10

Liquidity of that magnitude is certainly hard to come by!

[pinkfoot1] 28/7/2016 16:08

I like to hold £200k value minimum-otherwise,spread too thin as lots of opportunities just now

[markm1980] 28/7/2016 15:57

If it's not a too personal question - what percentage of one's personal investment pot is too much for such a small company?