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[condom2] 14/9/2020 07:09

At Last !!!! Great News !!!

[pro_s2009] 14/9/2020 07:04

Excellent news.

[bones] 07/9/2020 16:39

Probably still placees at 13p cashing out profits in a thin market.

[cheese666] 07/9/2020 16:00

You can bet your hat on these loosing ground after a run forward.

[graham1ty] 07/9/2020 15:10

Zeus effect pretty short lived......

[rivaldo] 03/9/2020 13:52

Transcript of the interview with Zeus Capital's analyst FYI, not posted here before:

[fillspectre] 02/9/2020 20:01

Nice that Rolls Royce reported a rebound in luxury car sales today. A positive sign for ST and their currently premium product that presently goes on luxury cars. Fils.

[pinkfoot2] 27/8/2020 18:21

This is the problem with illiquidity-works both ways unfortunately.

[graham1ty] 27/8/2020 17:40

Still cannot see the trade that caused the drop....and appears to have been little volume.

[toffeeman] 27/8/2020 17:17

No placing Condom - they just raised.

[condom2] 27/8/2020 15:44

Just Cantors doing what they do best ,perhaps a placing next !!!

[graham1ty] 27/8/2020 14:40

Cannot see a big sale, but that must be it. Marked down from 27 bid half an hour ago to just 25 bid now ?

[balcony] 27/8/2020 08:00

bones-Thank you

[balcony] 27/8/2020 08:00

bones-Thank you

[bones] 27/8/2020 07:56

Cantor is on bid at 27, the rest at 25, Singer at 23

[balcony] 27/8/2020 07:53

A late reported trade of 85k at 28.4p yesterdad,although i dont have level2 anymore looks like MM s on the bid at 27p this morning.

[rivaldo] 25/8/2020 07:38

McLaren has revealed the carbonfibre architecture for its upcoming electrified models. The focus is clearly on lightness "to cancel out the added weight of an electrified powertrain", with a "new, ultra-lightweight carbon fibre chassis".

All of which surely plays into the need for carbon-ceramic brakes - hopefully SCE's!

[toffeeman] 24/8/2020 10:24

The higher the discount factor, the lower the NPV

[trickydicky1] 24/8/2020 08:18

What might the TAM be in 2030? Think overall car sales, carbon-steel split and ASP.
What market share might ST have of this? Will this still be a duopoly; will a new technology arrive and gain significant share of the market in <10 years?
What profit margins might ST be capable of making? Partly a function of 1 & 2;
What “P/E” might the market put on this stream? Will sizeable growth lie ahead or behind?
What discount factor might you wish to use on that price - and please remember that we’re not living in a world of 15% any more!

I will post my numbers, but would be keen to see others first, please?!

[graham1ty] 24/8/2020 07:57

Hope you are right !!!!!

[longshanks] 24/8/2020 07:33

A bid valuation at this stage would have little to do with current earnings. A large brake company could more easily challenge Brembo and bring sales forward faster.In that respect, and if I think what SGL with its inferior product must be worth to Brembo, a valuation of £620m is not too fanciful.

[graham1ty] 24/8/2020 07:04

Have I missed something further up the thread ? If people saying 420p is a P/E of 20, that means 21p of eps. Or about £30m of net earnings ????

I have seen nothing vaguely like that ? Where are these numbers coming from ?