Surface Transforms Share Discussion Threads

[graham1ty] 10/10/2016 07:46

FinnCap have increased their target price to 30p on the basis of OEM3 higher volumes

[rivaldo] 10/10/2016 07:41

The m/cap here is still only £21.7m, unlike many other "jam tomorrow" stories which have £50m-£100m m/caps or more.

And unlike them, SCE is well funded and has continuing current profitable revenues and specific pre-production agreements with a range of multinational customers which would bring in secure and large annual revenue streams.

Today's RNS is a mixed bag, with OEM5 accelerating activity and slight delays elsewhere, as is to be expected in these large testing and scale-up programmes. 6 months here and there is nothing in the scheme of things.

Meanwhile OEM3 is introducing SCE brakes to a new model with "significantly higher" volumes, which is extremely good news. OEM3 will now have higher forecast sales in year 17/18 (note, only 12-18 months away, NOT 3 years).

And also good to see the military aircraft contract win going smoothly.

[mr macgregor] 10/10/2016 07:22

Oh dear. It's not even a jam tomorrow story. Some jam possible in three years time but slipping. AIM has lost the plot recently.

[quemaster] 09/10/2016 19:47

This was in the Sept 5th RNS notice of preliminary results.

"In conjunction with the Company's preliminary results, Surface Transforms management will host an analyst presentation at 09:30 a.m. on 10 October 2016 at the offices of finnCap Ltd, 60 New Broad Street, London EC2M 1JJ. Attendees are requested to pre-register by emailing the Company at [e-mail]"

Not going myself but may go to AGM.

[graham1ty] 09/10/2016 19:31

Quemaster, where is the presentation after the results ? I usually get invited, but have heard nothing this time

[quemaster] 08/10/2016 01:00

The results will show turnover increased to about £1.4 Million but its all about the future OEM contracts.
I have increased my holding this week as I believe there will be no bad news regarding the OEMs and the closer SCE get to "Start Of Production" dates without termination of contracts the better.
The British OEM1 is potentially due and we have a presentation after the results so I am expecting a positive share price reaction on Monday.

[graham1ty] 07/10/2016 13:35

Rivaldo, could we ask David or Kevin to comment on the report on Monday ? Or maybe half the results RNS will be full of quotes !

[panic investor] 07/10/2016 11:12

rival do, you could sell a few dozen of your 40p ACSO shares ! :-/

[rivaldo] 07/10/2016 11:12

The full report is here and costs a mere $5,000.....and it's not worth getting the free sample as it's just the table of contents. Oh well!

[tini5] 07/10/2016 10:09

Nice tick up this morning. Bumping up ahead of results on Monday?

[longshanks] 07/10/2016 09:49

If the list of manufacturers, only Brembo and ST are serious players as far as I know.I don't know much about what Akebono offer but I have seen the offering from rotors/fusion and from memory they involve a layer of ceramic material over metal.

[bdaonion] 07/10/2016 09:45

Thanks for the info Rivaldo.

[longshanks] 07/10/2016 09:44

I like "....is expected to increase at an unprecedented rate..."

[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!