Surface Transforms Share Discussion Threads

[amt] 21/1/2021 12:11

So not worth me forking out 7k for lol

[longshanks] 21/1/2021 10:39

I looked for Fusion Brakes last night and could only find a company that entered bankruptcy in 2017.I am not sure this research document is any more than just a cobbled together rehash of an earlier paper that has limited if any real current research as its basis

[amt] 21/1/2021 10:30

Thanks Longshanks. Good idea to ask at presentation so we can put our minds at rest that Brembo is the only real competitor.

[graham1ty] 20/1/2021 22:40

Longshanks, at the price they are charging,clients will be a bit disappointed if it is rubbish ! We can ask David on the forthcoming presentation

[longshanks] 20/1/2021 22:30

I'm not sure about the credibility of this research document.Brembo spa and SGL group are two separate companies with a common joint venture called BremboSGL. That is their only interest in Carbon Ceramic brakes.EBC are huge in braking but only steel rotors AFAIK.I believe Fusion Brakes have a steel rotor product with a ceramic layer. It hasn't made any traction.

[amt] 20/1/2021 19:42

Never heard of the other 3. I assume they are small players.

[graham1ty] 20/1/2021 19:33

Who will pay £7000 then share it on here ?

[bomber13] 20/1/2021 19:09

Apologies if this link has already been posted , but this report on the global market for carbon ceramic discs came out yesterday with consummate timing -

[condom2] 20/1/2021 18:17

Thanks bones , looks like a continuation pattern forming with significant volume ,interesting times ahead. Your chart is a real help .

[bones] 20/1/2021 17:41

Liquidity in abundance today as this chart of activity and volume over past three months shows. The new MM (Marex) that came in yesterday seems to have joined Finncap as the dominant player in trading as the two of them were jumping around on bid and offer a lot today. No coincidence that the new MM was active. They join for a reason.

Noted a fresh bout of trading around the time the US opens at 2.30 GMT as well. Got to be interest over there as well I imagine.


free stock charts from uk.advfn.com

[toffeeman] 20/1/2021 16:17

Eyetest on Monday at 16.00!

I hope I can ask for any nuggets to be reported here?

I just sold a few Halma so I can apply for excess - but I think I will get the 40th and that's it!

[lfc4ever] 20/1/2021 16:15

the holding in my SIPP is currently showing a 255% gain. Which is nice!

[condom2] 20/1/2021 15:35

Agreed LS , with all the sh$t going on in the world right now it’s great to see a winner get going out of the traps!

[amt] 20/1/2021 15:10

Yes easy money for the city people.
It's the way of the AIM market I am afraid.

[longshanks] 20/1/2021 15:05

Yes they have, sate. Still I am more than content with the paper profit on my own account and I am sure you are enjoying the rise in your own net worth.

Rather than getting chippy, why not celebrate the fact that the price has risen on this news rather than drop as is customary with AIM placings.

[balcony] 20/1/2021 15:00

Mirabeau-Thank you.

[sate_uk] 20/1/2021 14:59

Longshanks, 'The people' have a paper profit of over £6.4m now.

[mirabeau] 20/1/2021 14:50

not a holder

[robow] 20/1/2021 14:47

timbo thats exactly what happened for me

[rivaldo] 20/1/2021 14:41

Worth noting that as well as the Directors' participation, plus Unicorn and Canaccord following their money with further substantial funds, Richard Sneller is investing over £2m more in this placing. Quite a vote of confidence.

[longshanks] 20/1/2021 13:20

All things are possible timbo, but my view is that the people who bought £18m worth of shares were actually prepared to buy £36m worth and know that the next funding round will be at a much higher price (or like Pinkfoot are fairly confident it will be so).

[timbo003] 20/1/2021 13:12

yes talk2dubya, I am sure that is the principle reason, but I was sort of pontificating on what I might do if I wasn't a current holder and I had SCE on my watch list and then I spotted that I could get an option on buying shares at 50p, by just purchasing a few shares today at 60p or thereabouts. I would be quite tempted to buy a few today and then apply for a very large excess in the open offer (assuming the share price remained significantly above the open offer price).

[talk2dubya] 20/1/2021 12:49

Hi Timbo - I think it’s more likely the future contracts and expansion based on those that has contributed towards the price increase + placees buying in the open market if they did not get what they wanted.

[timbo003] 20/1/2021 12:47

It is interesting that the ex-date for the open offer is tomorrow rather than today (or yesterday), as the ex date is normally the day before an open offer announcement

I wonder if that has contributed to the unusual price action today, i.e. shareholders who might normally sell a few of their existing holding in order to pay for the open offer shares may be holding off until they have gone ex and new investors buying a few today with the intention of loading up in the open offer?

[talk2dubya] 20/1/2021 12:45

Agreed it will move north again soon, will take my 15k from me in one hit at the full ask.

Some of those delayed buys from 62p earlier make my holding look very small indeed!