Surface Transforms Share Discussion Threads

[longshanks] 18/9/2020 15:59

Some more coverage for you to digest pug:

[quemaster] 18/9/2020 15:15

The amount of shares shown available on L2 is related to "normal market size" for SCE 3000, this is the minimum quantity of shares that should be available at the quoted bid and offer prices in a normal market, there will usually be more available unless everyone is trying to buy or sell at the same time this is when the " normal market size" goes out of the window and you may not get your 3000 shares as the market is not regarded as normal if everyone is trading in the same direction.

Trades over NMS are not obliged to be reported in real time so the things to look out for are market makers moving from bid to offer or visa versa without any visible trades to give a reason for this.

Thanks for the updates I too have been tying to view the presentation.

[pugugly] 18/9/2020 14:14

The Bembo fading logo (if correct) must (imo) be one of the most stupid marketing ideae since Tidebluinite Or the advertising slogan for Strand cigarettes “You're never alone with a Strand “

Please keep up the good work you are really helping us – I think!!!–

[cheese666] 18/9/2020 13:02

Longshanks - Arf! You are absolutely right. I purchased that block, from memory, at around 24.1p and then added again earlier this week at around 41.8p, so your assertion has already been proved right in a way.
I've never bought SCE particularly well, despite it being by far my biggest holding (I'm in the same situation as others on here who have described of holding more of this 1 stock than is normal or initially feels right - yet wish to add more).
I've bought L2 this week for the first time (what a wormhole that is) and if I'm correct, there's only 6000 shares available at .45p anyway?

[longshanks] 18/9/2020 12:40

Cheese. All I would say is that my expectation is that at some time in the visible future, I will look at a price trend for ST and everything before a certain date will look very flat. Whether you buy at 40p or 45p will make very little difference.

I would also remind you of what you said a month ago:

"Were these at 23p? I tried to buy more today (10K) but resent the instant loss which buying at 23p gives me."

[bones] 18/9/2020 12:18

A couple of snippets that I liked related to the “question from a viewer” section. As I recall from memory (so I might have the wrong angle on these) one was whether more than one model will be up for grabs under the OEM8 arrangements. The team was quick to say that these kinds of commercial detail would not be forthcoming but “more than one” seemed to be a morsel that they were happy to throw out to us. Second, and more significant in my book, was the question about ST and the industry slowly but surely permeating down into the lower priced, more toward mass market, strata. I believe KJ gave the opinion that the OEM8 deal is something of the start in that department.

[cheese666] 18/9/2020 11:59

I'm hoping for a small retrace to allow me to add more. The desire for a retrace doesn't really make any sense as I'm adding a much smaller amount than I currently hold but, that's just how it is. I obviously want them to immediately and robustly surge ahead once I've satisfied myself.

[longshanks] 18/9/2020 11:31

A very sound investment in your time: I particularly like her songs "Everything has changed" and "We are never getting back to...(25p)"

[rivaldo] 18/9/2020 11:08

Cheers Timbo/longshanks, good to hear. I was on parental duty spending the time instead on the phone tracking down a signed Taylor Swift CD from UK indie record stores for my Swift-obsessed young daughter. But that's another story!!

[longshanks] 18/9/2020 10:53

You need to watch it riv. It was something else.

I keep on trying to challenge myself for confirmation bias, but each time I end up drawing the same conclusion: there is no bias. This is a truly transformational deal.

[leoboy] 18/9/2020 10:36

r - yes i believe they did say somewhere , also said OEM7 = Koenigsegg ; worth watching for their general bullishness ...

[timbo003] 18/9/2020 10:23

Rivaldo

Keith stated that it should appear on the Hardman Web site within a few days (but just in case of disaster, I still made a screen recording)

One other reveal from yesterday was the ID or OEM7. With hindsight it was obvious, i.e. Koenigsegg

[rivaldo] 18/9/2020 10:12

I had to miss the Hardman presentation last night and can't see any recordings anywhere yet. Plus it doesn't look like Hardman have recordings of prior presentations on their web site. Did anyone say in the webinar a copy would be available later on the SCE web site or elsewhere? TIA.

[amt] 18/9/2020 08:44

I like this sector of car innovation. TWD has also announced a transformational deal this morning for EV. British companies with great potential.

[fillspectre] 17/9/2020 16:58

Roll on OEM8's marketing thunder! Fils

[bones] 17/9/2020 16:56

They were all jolly at the end, probably now off to meet up for a pint or three...

[fillspectre] 17/9/2020 16:55

Remember in the past ST have cited very short payback times for OEM cell construction and replication as Kevin says takes a lot of risk away. Fils

[longshanks] 17/9/2020 16:52

Too true. We have known that ST make better brakes and are preferred by drivers over the Brembo variants. We also know that Brembo have battled hard and dirty to beat off ST in the past by threatening e.g. that the OEM cannot use their calipers without the disks. This is a seismic win and a long time coming. No foot in the water like OEM5, OEM8 have gone all in. They will absolutely plug their unique proposition over the brakes offered by the competition. Our time has truly come.

Loved the Morecambe and Wise comment about "overnight" success - but that is how it feels.

As ever too, what great candid interviews. How many other AIM companies have a board of this quality.

[fillspectre] 17/9/2020 16:51

I like David's reaction to the question about the decision on OEM cell 2 - it needs more firm contract announcements first. Now he is talking about other financing options. Could it be that David may not let the city folks wet their beaks!
This announcement will not just have OEMs sitting up. Once sat up I hope DB makes them beg! Like Longshanks says some of us have been here a long time - it is our cake to share. Snap - Longshanks I am not selling either. Fils

[bones] 17/9/2020 16:46

fillspectre - that is the key information for me, winning a big, dirty battle on all grounds; price, product, supply chain and capacity. Pretty stunning facts and a low blow for Brembo one must assume.

Other OEM's must sit up and take note.

[longshanks] 17/9/2020 16:44

I'm not selling any of my shares. Simple as. This has so much further to go.

[pugugly] 17/9/2020 16:43

KJ - Certainly now looking vry happy and enthusiatic -

[fillspectre] 17/9/2020 16:36

Best bit of the presentation so far at 16:33hrs. Hard fought battle. A data driven Company. Dirtiest fight David Bundred has ever seen. Could it be getting your brakes on an OEM8 car means a hell of lot in terms of validation and exposure! Fils