Surface Transforms Share Discussion Threads

[goldman] 12/2/2018 11:52

Ouch, like you say PUGUGLY there could be many reasons but that's a fair chunk of shares to be selling just before the half year results are due to be announced.
Hopefully its someone desperate to get hold of some funds for some reason rather than a leak of bad news to come,fingers crossed it's not the later.

[toffeeman] 12/2/2018 11:42

Not looking too healthy - more delays?

[pugugly] 12/2/2018 11:30

Looks like heavy selling of 400K+ yesterday (but only marked today) knocking price by some 10% - Could be any reason but over £60K's worth - Hummmmmmm

[pugugly] 08/2/2018 21:18

Toffeeman - Got there using Firefox - Never used Chrome as I was advised they try to take over all your web functions - (As never used cannot comment directly but have avoided)

[toffeeman] 08/2/2018 18:35

Unbelievable - Volvere website not accessible using Chrome but is using IE - and I thought I was a dinosaur

[goldman] 08/2/2018 18:07

For those of you that might be wondering where the IES certificates for the July open offer have got to. I received an email yesterday from our new finance director, Michael Cunningham who tells me they have been busy this last couple of days completing the certificates and that they should be in the post in the next day or two, so we should receive them next week all being well.

[rivaldo] 08/2/2018 16:47

Nice late reported 62,425 share buy at 16p caused this afternoon's tick up.

OT : longshanks, completely agreed re your summary of VLE.

[longshanks] 08/2/2018 16:26

The most interesting thing about VLE is the fact that it has so much cash on its books and the company takes a very patient and cautious approach when buying businesses.Most if not all their purchases have been of failed businesses such that they can buy them for peanuts. They have consistently been able to turn these around and - more importantly - been able to successfully sell them on.They currently have two very mature turnaround stories on their books: both ripe for "release back into the wild", so the cash pile could soon be very much larger.Either way I thought it would be a company in the mould of what you are after Pug, something akin to an investment trust in small growth businesses.

[rivaldo] 08/2/2018 15:59

PUG, do me a favour and do some proper research, read the VLE thread header post, read some RNS's, and then come back with something better than half-baked posts based on completely out of date information from years ago when VLE acquired NMT as a cash shell.

Gordon Bennett :o))

Come on Pug, even with your well-known predilection for negativity and posting at the slightest hint of bad news across these boards I'd have expected something better from you :o))

[pugugly] 08/2/2018 15:56

rivaldo: Just followed your link - Only investee company I recognise is NMT Group share price Collapsed from 127p to bust. Was at one stage a hot tip from Mark Watson-Mitchell of WatsHot.com. I have no idea of the history with VLE.

NMT is a medical devices company that developed a safety syringe to prevent needlestick injury. The company owns certain intellectual property in this area but no longer has any operations.

Cost me whar was then for me a small fortune as bought the concept but did not dig deep enough into the product - marketplace and competitors - Then current and potential.

OK Only a historical company but "needle stick injury" makes one cautious !! Have fun.

[rivaldo] 08/2/2018 15:43

Toffeeman and longshanks, the VLE web site is perfectly fine (or at least, it is now):



And the Lander brothers are always available and approachable on the phone. But make sure you ask sensible questions. JL in particular is no-nonsense :o))

Good to see SCE so stable in these markets - and now actually in the blue.

[toffeeman] 07/2/2018 16:29

Impossible to contact VLE (or Dawnay day or D2L - strange

[pugugly] 07/2/2018 14:09

longshanks - Thought the name rang a bell last tripped a screen was at 255/275 on 13/5/10 - not even sure if the same company - but epic the same - No current knowedge of the coy.

[longshanks] 07/2/2018 13:17

Their website is definitely down!

[toffeeman] 07/2/2018 13:15

VLE - can't access website (I seem to be struggling on these :))

[longshanks] 07/2/2018 12:19

Pug - have you checked out Volvere too (VLE)?Astonishing turnaround record with small businesses and they hold a lot of cash back (an awful lot) to take advantage of opportunities as they arise.

[pugugly] 07/2/2018 11:14

Toffeeman - U have mail.

[longshanks] 07/2/2018 05:09

There has been one recent update on the website: new Austrian distributor specialising in Nissan GTR tuning.



I am a fan of Andrew Brode too Toffeeman (LTG/RWS embody his ability to build great companies).

[toffeeman] 06/2/2018 22:42

1. Website back up - no indication of an update

2. Pug Have been in IQE G4M and BOO for a while, looking at:

AFX - lots of momentum but overvalued so if I do buy it's knowing when to leave.
K3C -looks interesting
LTG - see AFX!
RWS - I like the look of - got to get timing right

Now you show me yours :)

[pugugly] 06/2/2018 19:29

Toffeman - Good to see you here and not plunging into Woodford Patient Capital - This is the sort of company I had in mind with my post answering your guestion there. (however could not advise SCE as not authorised to give investment advice !!!) Great potential here BUT still has to have the OEM's sign off on the contracts - Management are however (imo) very approachable and tell it as it is, but as with all companies in this particular area (Supply of performance critical components to industrial equippment (the aircraft brakes) and consumer durables (the cars) will always take a long time to tell if will win through - I will not reiterate the quality standards that must be achieved (longshanks and others have posted these previously).

If your searches turn up other companies with the sort potential and competent management as I believe we have here please let us know. Valuation -v- potential must of course be realistic !!

[toffeeman] 06/2/2018 18:30

Website not working - maybe they updating financial calendar :)

[longshanks] 06/2/2018 17:29

We seem to have avoided the general market carnage today: no profits to take, I guess!!The shares have been very well bid for a while with nothing (just 150 shares) available to buy online without going to a NT.My guess is that the market is gearing up for some positive news. Last year the company announced the AM-RB001 contract in a trading update around this time with interim results coming out on the 13th Feb. I remain hopeful that the timing of this years interims is scheduled to coincide with the news we are waiting for from OEM3.Let's see.

[longshanks] 05/2/2018 08:34

Michael Cunningham was awarded a good number of options recently with other PDMRs and 22 employees. The PDMR options don't appear to have any time component to vesting but are linked to meeting certain "game-changer" milestones.In essence, they should have fully vested in two years time if the current growth plan plays out.We will get results issued this month after which Directors will be free to purchase shares. Michael Cunningham is not a board director and is not restricted in the same way (although insider dealing rules do still apply) and any purchases by him wouldn't need to be declared unless they exceeded the 3% limit.I would expect DB and RG to be the Directors that principally take advantage of the current share price.

[longshanks] 19/1/2018 13:33

It is in development with production starting next year.


I agree with your general sentiment FS: all is ticking along nicely and I have had the confidence to substantially increase my position.

[fillspectre] 19/1/2018 06:45

The Aston Martin car may be in development not production. I'd better go check what the timing is on the start of supply. FS