Surface Transforms Share Discussion Threads

[longshanks] 11/6/2019 09:45

I wonder if this is something to get excited about:https://www.motor1.com/news/353909/2020-porsche-taycan-spy-video/This, the first Porsche EV, is due to be unveiled in September. Are those CC brakes showing with those yellow callipers?

[graham1ty] 11/6/2019 09:04

Keep hoping that someone knows something ! Would not mind if a bit of insider dealing ahead of an announcement......#clutchingatstraws

[rivaldo] 10/6/2019 22:43

Very keen 50,000 share buy at 13.5p before the close and causing the tick up - well above the 13p published offer price.

[supernumerary] 10/6/2019 10:14

You probably put garlic in the butter!

Would be nice if they could put a logo on the discs that could be seen through the wheels? Or maybe just make them gold-coloured like the ceramic calipers? Or something. A green dot that wore to amber when they needed a refurb? Identity + safety!

They ought to be in a situation where privateers and manufacturers using their brakes regard it as a selling point for the car and so want to make it obvious they're using them, not just blandly describe them as 'big ceramic brakes'.

[longshanks] 07/6/2019 20:43

Can't stand champagne myself. Prefer a nice glass of Barbaresco.

[supernumerary] 07/6/2019 18:54

I always think that nothing so becomes a nice dish of buttered parsnips as a gently chilled glass of Krug. If you have a very sweet tooth, BB&R have a good selection of Yquem, but it's in bond so you'll have to buy a case, which some might think too extravagant. Depends, I suppose, how many dishes there are, and how full. Fingers crossed!

Incidentally, I hear that all those Jeskos have already been sold. Wouldn't it be nice if the owners got a marketing pack from SCE with details of the brakes, and decided to retrofit them to all the other cars in their stables? Nothing so powerful as pressure from a group of wealthy and influential owners not prepared to settle for anything but the best - might even hurry up those OEMs...

[balcony] 07/6/2019 16:51

Lets hope we soon get the news we want,So i can get eating those buttered parsnips,what drink do we have with them?

[supernumerary] 07/6/2019 12:35

Well if you say so, but I think that's complacent, and pretty much what you were saying two years ago when I pointed out that they were completely dependent on a German cartel that did not have SCE's best interests at heart. Re-read your post 2431 for example.

By now they should be selling a clearly-branded product through a wide range of distributors, worldwide, to a huge group of enthusiasts who would certainly be interested if they even knew it existed. In sales terms the last two years have been pretty much wasted - closing deals is what counts, not being well known and widely respected in the industry - that butters no shareholders' parsnips.

[longshanks] 07/6/2019 12:18

I don't believe that the issue is lack of visibility. They are well known and their product has been well respected for a long time.The issue has been more one of supply confidence: can people expect to get the product, in the numbers they want, when they want it.In that respect - given the words used by 9e - it would seem the company has addressed most, if not all, those concerns. That must stand us well for achieving the larger OEM contracts that we know are tantalisingly close.

[supernumerary] 07/6/2019 12:03

It's amazing to me that they still don't have a catchy trade name for the brakes - HyperStop or something. So in Car magazine's recent long article on the Jesko they talk only of 'carbon ceramic brakes'. And in the Road and Track online piece (presumably the same in the magazine) from the Geneva show, they say 'With these carbon wheels fitted, Koenigsegg was able to bless the Jesko with its largest carbon ceramic brakes ever. From 0 to 250 to 0 again? Again, again and again.' [ ]

So how is anyone supposed to know ST's involved? Huge marketing opportunities just thrown away. Time they got the message together and then contacted Car for a proper follow-up.

[longshanks] 07/6/2019 11:50

I would knock the current website severely - but I remember the last one, and what we have is a vast improvement on what was initially done.That said, I think the time is right for an overhaul with more focus on the automotive product - and less on the corporate stuff and other products.I would hope that this is a message being given them by their distributors too.

[bdaonion] 07/6/2019 09:29

Looking at the comments, ST need a dynamic marketing/website person. They need to announce they are now supplying all models of McClaren cars and make discs for, it would appear, one offs within 2 weeks. Get some of these positive track use quotes about how much better ST discs are than original. The new Koenissegg Jesko is a run of 125 cars in 2020 but nothing on the website. Word needs to get out about all these developments.

[longshanks] 07/6/2019 08:18

Very encouraging to see such anecdotal evidence that all the hard work is paying off.Looks like they have a new dynamic business development manager at ST too.https://uk.linkedin.com/in/tim-mason-3605b677Separately, it is interesting to see the comment in the thread about developing a rotor for the Exige. It suggests that, given an existing brake rotor for an unsupported model, they can develop a replacement in approximately 2 weeks!!

[graham1ty] 06/6/2019 08:45

Well spotted Rivaldo

[rivaldo] 06/6/2019 08:25

Posted yesterday - SCE now have another main dealer for their products. There are some interesting comments about SCE from the new dealer, and in the reply section:



" Nine Excellence (9e) - Surface Transforms

Just a quick note that we are now a main dealer for their products and as such will be offering a discount to s9ers. More information will follow but this will be for all Car manufacturers that they offer ST for, so not just Porsche. As an aside we have a new shop coming in the next few weeks which will cover parts such as Akarapovic, Kline, Girodiscs and so for Porsche and others.

ST is already OEM for some manufacturers including Koenigsegg, Singer, Aston etc.

In the meantime if you are thinking about ST then give me a shout. We will be having some introductory offers as well of course.

I am sure most of you have heard of ST but if not then worth checking out

Nick on here with his Senna is already running ST on the car with great results and certainly for McLaren there seems to be a lot of benefit in pricing and longevity of pads compared to stock.

Whilst some others have jumped on the ST offerings, we had held back because the infrastructure within ST themselves was not sufficiently in place. No point in offering products if you cannot get them in timely fashion etc. We had them visit us from their Liverpool base recently and they definitely have sorted out infrastructure etc.

As to the product, the biggest benefit is that you can refurb these up to 3 times (potentially more) and they will do approx. 5000 track miles each time. Pads are normal pagid situation so you don't have to paid crazy pads prices. Refurbing takes one week, and costs approx. £2k for the full set to be refurbed. These also run considerably cooler to OEM and pad usage is considerably less. They offer better performance from cold compared to OEM.

It is also possible to go from steels to these as well, so not just a replacement from OEM CC Brakes. Lifespan is 10x the OEM."

One of the replies:

"You may all recall I have had these on my 675 LT for over 2 years now, done 20 odd track days with them, had them refurbished once and good to run again. They are much better than the OEM equipment, by a huge margin, fitted with endless pads they last .... well ... forever almost.

I have had them fitted on my Senna already.

Can highly recommend."

[pinkfoot2] 15/5/2019 13:02

Makes sense and ties in with what the Board are saying-minor slippage in AM timetable

[rivaldo] 15/5/2019 12:39

From AML's interims this morning (SCE are supplying the cc brakes for the Valkyrie hypercar):



"The Aston Martin Valkyrie was also shown at Geneva and the initial prototype build has commenced. There is an extensive programme of dynamic events planned over the summer, with a dedicated period of testing building into the final stages of the year. With the first delivery planned for later this year, a progressive ramp-up will see deliveries building towards run rate maturity from Q2 2020."

[graham1ty] 09/5/2019 11:58

Glad to see some support and it has not stayed below 10p for long.

We are all fingers crossed this is merely a timing issue and the prospects remain the same.......just delayed.

Come on you OEMs. Sign something

[pinkfoot2] 08/5/2019 13:22

I’m relaxed-the AM contract a bit to the right but very much alive.Cash not an issue.

This is real life and things do slip-thankfully they have plenty in the tank meantime

Looks oversold

[fillspectre] 07/5/2019 23:25

I must apologise for my rushed typing of my last post.
It should say "It is should not only be Richard Sneller that is giving the Company a hard time but also Richard Gledhill and the rest of us shareholders."
Rivaldo said it would be encouraging to see Director buying at these prices - but only if they were taking up pre-existing options so more cash was going in the Company's account. Mind you I was not impressed back on the 5th December when Kevin was awarded 1.91m share options at 13p each even if they only vest on certain conditions. I didn't mind so much Geoff and Kerry getting their options but I really felt that Director's share options should at least be at a price of the fund raise in 2016. Fils

[fillspectre] 07/5/2019 23:11

I was the last to post here on Friday before the Bank Holiday in a reply to balcony and my words are there in post 3009 in all their ghastliness for me to read back "buying at 12.795p - what a steal!!!" Doh!
What can I say - there is virtually no positivity in today's SCE RNS ... and where is David Bundred? - he normally puts his name to the trading updates. I suspect we need to start a debate on the meaning of a "few months" as the the only thing that is going to bring back the share price the announcement of a volume contract from OEM5.
It is not only Richard Sneller that is giving the Company a hard time but also Richard Gledhill and the rest of us shareholders. I think it time for us to start collectively exerting some pressure and asking sharp questions.
There is no mention in this RNS of the OEM cell 1 progress. Ok so it is called a trading update - but if there was at least some good news in OEM cell 1 it should have been mentioned to try and mitigate the worst effects of the RNS. Are they going to be ready to crank up OEM cell 1 in Summer if a volume material contract materialises? I have an uneasy feeling that OEM cell 1 can only be finished once a customer and product are known otherwise what stops the Company from declaring capacity and hawking it around a wider market. After all it doesn't break a potential customer's confidentiality and trust if the Company's directors put their own business interests first - we need come customers and some return on our investment in OEM cell 1.
I am going to contact the Company and ask for a site visit - I live in the North West - Knowsley is just over an hour away - I feel this is reasonable. Longshanks have you had more time to do some more analysis? You said in a pst post this is white knuckle investing - you weren't wrong! Fils

[swiss paul] 07/5/2019 19:38

albert_einstein
7 May '19 - 08:03 - 3020 of 3037
0 3 0
Hugely frustrating. The question for me is if these are genuinely just small delays or the Company is being strung along.

Albert - its been a thought in the back of my mind lately that we are forever being bridesmaids and todays RNS has started to cement that feeling. I hope that I am wrong but there is nothing in that RNS to dissuade my thoughts,

Good luck to all

[mjcrockett] 07/5/2019 17:54

SCE say they are still expecting significant business from the Aircraft sector. Considering all of the years of no progress here this is surprising. This is what Kevin Johnson said in today's RNS:

"....Furthermore the bulk of the changes do not reflect any changes to our ambitions or longer-term expectations in the aircraft or near OEM-market. The Company continues to see a significant business in both segments and will continue to vigorously pursue these opportunities."

Perhaps Aerospace is not a dead duck after all.

[talkman2] 07/5/2019 14:17

How many years have investors been here and it’s still jam tomorrow, if at all. I genuinely feel for the long term investors here . They’ve been continually let down .