Surface Transforms Share Discussion Threads

[longshanks] 15/7/2020 10:48

My hope and expectation is that this company can retain independence for the foreseeable future.Naturally though, if the application of CC brakes becomes mainstream there are a number of steel disk OEM suppliers that may well want to buy a seat at the table.In that regard, Akebono for me would be a good fit.

[quemaster] 15/7/2020 10:36

edit (double post)

[quemaster] 15/7/2020 10:36

The takeover question has been raised at previous AGMs, it has been stated that the OEMs would be very much against a Brembo takeover as they want more than one supplier in the market, any takeover would also be resisted by Surface transforms and difficult for a predictor due to the type of the shareholders we have.

[toffeeman] 15/7/2020 09:39

Pocket money for Elon :):)

[epicsurf] 15/7/2020 09:34

Nice uptick again this morning interesting to see where this goes today,not my area of expertise but are there any other companies apart from Brembo that surface transforms would make a good takeover target for?, I would prefer it to reach its full potential rather than being taken out just trying to build a complete picture

[albert_einstein] 15/7/2020 08:33

Something has caused a flurry of interest.

[longshanks] 15/7/2020 08:13

The GT R Pro used Brembo.This is the GT Black: by all accounts a VERY different beast from the GT R Pro, and geared towards track performance.

[rivaldo] 15/7/2020 08:11

Nice to see another tick up on a £270 buy :o))

Stock must be rather scarce.

[toffeeman] 15/7/2020 07:48

Delighted if I am wrong, but I think the AMG GT uses Brembo

[graham1ty] 15/7/2020 07:27

If it was a leak last night.....nothing this morning

[longshanks] 15/7/2020 06:22

The AMG GT Black series was revealed yesterday with the 4 litre V8 coming with CC brakes fitted as standard.

Doubt this is related to the price rise though ;)

[rivaldo] 14/7/2020 22:36

Five buy trades at 25p totalling 41,000 shares reported in the last minute of trading :o))

Either there's news coming tomorrow, or someone was just very keen and perhaps others noticed and quickly followed suit.....we shall see.

[quemaster] 14/7/2020 17:59

Yes noticed that too, 5 out of 6 market makers on the ask at 25p just before the last minute trades.

Wins came off the 23p bid causing it to drop to 22p at 10:14 before any listed trades, this led to the initial drop so there looks to be an unreported sell but the market makers didn't keep the shares for very long.

(edited)

[bones] 14/7/2020 16:41

Intriguing last minute trading today as all the market makers adjusted upwards at the close. The equivalent at a racecourse would be “the bookies’ stands getting knocked over” in the rush to get money on a horse as a new price is marked up!

[quemaster] 09/7/2020 18:54

Thankyou jerarnie,

4 years ago OEM 3 were the front runners, a contract with them would be fantastic also bringing their two sister companies into the equation.

looking back 4 and 10 years it just shows how much longer it has taken than investors and the company hoped it would but with a new safety critical product you can understand why.

[quemaster] 09/7/2020 17:32

I went back to post number 1 which was in Feb 2010, I didn't realise this BB has been running for Ten and a half years, I knew I had read all 4127 posts but that only averages a fraction over 1 a day and unlike most BBs they have been worth reading.

Thank you for updating and overseeing an excellent forum for more than a decade longshanks.

[longshanks] 09/7/2020 13:01

Was doing a cursory check on the ST website, and noticed they had updated the share holder listing. I have updated the header respectively.

Looks like Rathbones took part in the recent placing and are back as a significant holding. Odd that we shouldn't have had an RNS to that effect.

The Cannacord Genuity holding seems quite fluid, being slightly up from where it was at the end of May.

[toffeeman] 07/7/2020 16:37

Confirmed revenue - that's all :)

[katschmarek] 07/7/2020 15:53

how many more good news are needed to take the share price up sustainably?
Contracts with well-known customers are in place, cash is enough to survive a longer period, employees are buying shares:
what more does it need???

[esuei] 02/7/2020 20:26

Bed and ISA (or SIPP)?

[waggle] 02/7/2020 13:14

there seems to be a lot of stock available at 23.7p....

[longshanks] 02/7/2020 08:41

Cc brakes aren't essential for all Tesla vehicles, but if the forthcoming Roadster and Model S Plaid models want to compete for lap times on the Nurburgring they will need them.Equally, if the Roadster is to manage 600 miles between charges then it will need the smallest form and lowest weight brake rotors available. I wonder if the Fremont entrepreneur has ever driven a Briggs Mono.

[graham1ty] 02/7/2020 08:32

Pug, agree re volatility, and not wanting to be known as a speculative stock. But this Board, and the current shareholders, have always been pretty calm and considered.

I hope Zeus can introduce a few more cornerstone institutions, and keep us out of the tipsheets.

Onwards and upwards ( slowly)

[toffeeman] 02/7/2020 08:14

If Musk thought CC brakes were essential for his cars and that SCE was a viable supplier, he would just buy the company - not even pocket money.