Surface Transforms Share Discussion Threads

[geko5trade] 26/7/2024 09:41

Newbie123, not sure anyone claims to know the workings of this company. Not even sure the board do! I wonder if anyone proof reads their announcements and literature. Is non-conforming and non-confirming considered interchangeable and is the odd fraction of percent immaterial? It’s classic boffins running a company. They do apparently know the product and whatever is said about defects quality control is present. In fact perhaps has been unnecessarily stringent. I think rate of return and failure is all that matters. Everything else the company does seems casual and considered unimportant. The long awaited appointment is crucial and I hope obfuscation is close to being at an end.

[tomtrudgian] 26/7/2024 07:59

Thanks amt. A very fair point, although perhaps obvious.

I have always, without any knowledge, thought that SCE’s carbon ceramic discs were superior to Brembo’s. Particularly for racing or airliner brakes. Brembo demonstrating them I am now sure, so that’s reassuring.

Whether their extra cost will prove commercially successful on electric cars is another matter. OEMs 8 and 10 are for future EV models only, and the £millions of ‘contracted lifetime orders’ inspire less confidence.

Since 2023 amt, you have repeatedly stated, recently on 21 July 24, that the board ‘clearly stated they had drawn down on the capex loan’. When did they say that, and how much? I have searched all RNS’s, presentations, Zeus, etc. Even the Liverpool City Region’s published loan figures, in vain.

Yes, the mayor Steve Rotherham boasted about the extra employees that would result from the 2023 capex loan application, but that loan was refused. Yes, the Alliance Fund loaned £1m in March 21, which is being paid off, but I can find nothing else.

You and I are on the same side amt - we both want SCE to be a success! Where we differ is that I fervently believe that a loan at bagpuss67’s 11.45% (Brundred wrongly said 12.15% in his chairman’s report) is disastrously unaffordable and with quarterly capital repayments.

Absent a cheaper Nat West loan we should actually welcome another open offer. I see that as the affordable solution.

[newbie123] 26/7/2024 07:23

Close of play today prediction???
Come on then, being as everyone here seems to know everything about ST.
Post your price prediction for today?
2p is mine

[amt] 26/7/2024 05:21

So let's call it non conforming material and break it into 4 categories.
Cosmetic not acceptable to customer
Cosmetic acceptable to customer
Defective not acceptable to customer
Defective acceptable to customer

[quemaster] 25/7/2024 21:45

Kave Sigaroudinia crossed 5% today 9.6M shares purchased recently, He doesn't seem to care how shiny our discs are :-)

[geko5trade] 25/7/2024 21:20

As far as I can see, or at least as far as we know from what the board says, there are no 'returns'. So (withstanding economy of truth that casts everything into doubt!) it does appear that quality control of shipped items is very high. Thank the Lord!...One positive.

[supernumerary] 25/7/2024 21:04

Makes you think, but on the other hand they pass all the tests...

[geko5trade] 25/7/2024 19:01

Maybe that is the case then! At the end of the day chuck a bit if salt and road dirt over them and you'll hardly notice flaws between the wheels and calipers. Never really get to see the whole thing unless changing the pads and even then...
We've come a long way. Remember an Ozzy mechanic taking my Morris Minor for an MOT. Tester asked; 'Brakes alright?'
Ozzy replied; 'Stopped on the ramp didn't it?'
Tick went in the box!...

[supernumerary] 25/7/2024 16:31

These are the only two links I can find:

Tesla Plaid (scroll to the end)

Note 1 box has a 'Minor cracks' sticker!

Lucid Air

In one photo of this brand-new disc there is a small but clear surface flaw.

The only conclusion I can draw from all this is that sce brakes have had minor cosmetic flaws from the beginning and no-one seems to give a damn...

[quemaster] 25/7/2024 16:10

I remember there was a box with Tesla on it in the post your talking about, there is a Tesla shop that supplies these kits so maybe it was from them.

[supernumerary] 25/7/2024 15:55

I can't really remember, to be frank - I know there was also a post about the disks arriving at Tesla, because I whinged about the fact that Tesla didn't think it was a big secret while SCE did - and I may be conflating the two.

Your explanation makes good sense.

[quemaster] 25/7/2024 15:44

I remember that super, weren't these the brakes for the upgrade kits for models already on the road fitted with iron discs? I remember these kits kept getting the availability date delayed so maybe they decided to take functional but not visually perfect discs where they wouldn't for the brand new cars.

[supernumerary] 25/7/2024 14:28

Somebody posted a link a while ago that showed disks that were cosmetically different arriving - at a Tesla depot? I seem to remember some discussion on the site about the difference, with the conclusion that it was functionally negligible. I may have misremembered of course, but the only link I found here that looked like it was broken, so impossible to confirm

[geko5trade] 25/7/2024 12:41

I suspect that the look of the finished product is indicative of the adherence and composition of the final coat. So in other words it either looks right and is right or the finished coat is compromised. I suspect there isn't such a thing as a scruffy but fully functional disk and a correct completed disk will look the same no matter the route. Bow to other's knowledge of course...

[glavey] 25/7/2024 11:46

I already did.

[cyberbub] 25/7/2024 11:04

Glavey rather than 'head shaking', why don't you spell out your view from your seemingly enormous experience in these matters? That would be more helpful.

[glavey] 25/7/2024 08:42

[11633]
Reads, shakes head in disbelief...

[newbie123] 25/7/2024 08:21

If a product going through the assembly line is found to have a fault, that product is usually sent to rhe repair department to be fixed.
Every larger company I have worked for has had a repair department, it's the norm.
The assembly line is not disrupted and the repaired part is put back in at a later date.
I don't see why this is an issue.

[glavey] 25/7/2024 08:10

[11630]
Notwithstanding the moniker, if I had posted that as a response I'd be embarrassed.


[11631]
69, not for production, only for aftermarket where the two 'options' are identified, typically by a p/no suffix (and a price break).

[soixanteneufdude] 25/7/2024 08:07

I remember someone telling me that it's pretty much the norm for alternators on cars to be 'remanufactured' so that when you need a replacement, your own is traded in and you most likely get a refurb as your 'new' part. Don't know how much truth there is in that, but if so is this any different ?