Surface Transforms Share Discussion Threads

[rivaldo] 07/10/2016 09:37

Nice move up.

Big new report out about the carbon-ceramic brakes market, trends, growth path etc - SCE are a prime mover along with Brembo etc. I've sent away for a free report sample, but assume the entire report costs £'000's....



Extracts:

"Impact of Existing and Emerging Automotive Carbon Ceramic Brakes Market Trends And Forecast 2016-2026"

"Over the last couple of decades, carbon ceramic has emerged as an important material of construction for manufacturing brake discs in automotive vehicles. Various automotive components’ manufacturers around the globe have implemented the use of carbon ceramic for producing brake discs. Due to their high performance, the demand for carbon ceramic brakes is expected to increase at an unprecedented rate over the forecast period of 2016-2026, especially for their use in high-performance vehicles and auto sports."

"For enhanced safety of drivers, the use of carbon ceramic brakes has increased exponentially in motor sports due to stringent regulations as laid down by governing bodies running these sports. These advantages are expected to drive the demand for carbon ceramic brakes at a high CAGR between 2016 and 2026."

"Automotive Carbon Ceramic Brakes: Key Players

Some of the key players reported in this study of global automotive carbon ceramic brakes market include, Brembo S.p.A, SGL Group, Surface Transforms Plc, Akebono Brake Corporation, Fusion Brakes, LLC, Sicom (MS Production), and Rotora etc."

[toffeeman] 05/10/2016 14:14

Hope this isn't a head & shoulders forming

[panic investor] 03/10/2016 10:54

Toffee, thanks - finally got round to looking at that - all bodes well by the looks of things.

[toffeeman] 29/9/2016 07:11

Go to post 7962

sorry

[panic investor] 28/9/2016 19:34

Toffee that seems to go to a login screen, can you cut and paste at all ?

[pinkfoot1] 22/9/2016 09:19

It was me-I'm keen as you know

[rivaldo] 22/9/2016 08:05

Someone's keen - a 50k pre-open buy at 28.9p.

[pinkfoot1] 21/9/2016 17:19

I'm in the market if anyone wants to offload

[esuei] 21/9/2016 17:14

Late trade of 150K shares @ 29.25

[toffeeman] 21/9/2016 16:51

Not today madam - you know I hate heights!

[panic investor] 21/9/2016 09:13

I'll go with that!

[toffeeman] 21/9/2016 09:09

See post 2034........ could it be today??

[pinkfoot1] 16/9/2016 20:32

A good note-SP is up with events I think but the long term upside is very obvious.I keep adding as the share price comes off from sporadic selling.

Too illiquid to be honest but that is a sign of strength in the shareholder base

[pinkfoot1] 13/9/2016 17:04

I think the share price looks pretty full and up with events to be honest but I'm in for the ride.This is a great little company with a real chance so get behind the execs and let's see where they take it

[tini5] 13/9/2016 16:50

Think this needs an update:

www.share.com/find-investments/advanced-finder/company-overview/surface-transforms/financials/brokers/4396/

[goldman] 13/9/2016 14:09

longshanks you're spot on there, I couldn't have put it better myself. I've been here since the beginning and have watched them quietly developing this brilliant and far superior product. I have bucket loads of optimism here, so much so that I picked up just under 80k yesterday, I've been adding all along as funds become available, admittedly I had to pay more than I wanted to for some of them but that's how it goes sometimes. Once they get a foothold and that shouldn't be very long hopefully, this will grow and grow in my opinion. I'm certainly looking forward to the next few years like so many others I suspect.

[toffeeman] 13/9/2016 11:28

If you appreciate/believe charts then a close above 30 is the next key level. If 30 holds then the next resistance is at 60p and I don't see anything in between

BWTFDIK

[panic investor] 13/9/2016 11:14

Quality products and company, just waiting for that large contract to drop imho

[regandharry5] 13/9/2016 11:12

Yes,it doesn't seem that long ago that I bought these at 8p.Those days are behind us now. Won't see them again (hopefully).

[glyn10] 13/9/2016 08:57

A fair appraisal longshanks

[longshanks] 13/9/2016 08:22

There is a lot of hope built in to the new production facilities.To be fair, Markm1980 and others can be excused for expressing surprise at the way this hope is becoming rapidly realised in a concrete improvement in the share price. I would argue though, that isn't this the way of all such investments where confidence of success is high: just look at some of those tech companies worth billions and yet with negligible current revenue.ST has a good product: that is from where the confidence of success for ST stems.There is a high technology barrier for new players to pass before being able to compete. The product is also significantly better than that produced by their only competitor so one could argue that this competitor (other than through size) will find it harder over time to maintain or improve their market share.The new facilities are taking on 50 new staff, they anticipate 2018/19 turnover of approx £15m and for sales to grow significantly from that point as new market opportunities open.Within 10 years, the company could have a turnover of £100m with profits and dividends to match.All very much jam tomorrow, true. But they are building the facilities and large German OEMs are making the right noises. That gives me confidence to not only hold (with a 200% profit to date) but buy even more. I am not alone.

[rivaldo] 13/9/2016 08:17

Another 45k were bought at 29.5p yesterday afternoon, after the earlier 33k at 29.5p - both at well above the current published offer price. Encouraging stuff.

Exactly swiss paul. A difference of 2-3 weeks given the current disruption at SCE - along with the lack of necessity to announce during the summer - is immaterial in the scheme of things.

[swiss paul] 12/9/2016 20:58

Aw cmon guys - give em a break. Its not a Pickfords job to relocate a factory in production. Hands up those who have moved a carbon furnace - in fact hands up if you seen one in the flesh.
They have to arrange power and if those erm highwaymen who work in Manweb are anything like I have experienced than SCE will be fighting with them tooth and nail to get power in at a decent price and not think they are subsidising the refurb of Sizewell B.

Alos they gotta be looking for staff to train up - I note
we will relocate to Knowsley Business Park by the end of 2016. We will be looking for a range of roles across the business, from shop-floor operators to high-level managers and anywhere in between.

So I think the back room staff will be occupied with either:
a, Quoting up new business.
b, Planning the move

Am relatively relaxed until after they move in and commence production.

I hold - will add on any dips

[markm1980] 12/9/2016 20:39

I've got to say, I'm surprised to have seen it move so far so fast in the absence of any updates from the OEMs.

In light of the projected revenue figures from the five OEMs, where do you guys see the stock should they all come through?