8th Feb 07 ARMSHARE update :Link Back to Page 6 Here


Information Archive Folder : http://www.esnips.com/web/SurfaceTransformsInfo/


Main Web Site : http://www.surface-transforms.com/

March 2008 Presentation : Presentation Link


Commerical Overview

Surface Transform plcs core activity is exploiting proprietary technologies to create innovative, lightweight, high energy dissipating braking system materials, which can be commercialised for high-performance applications.

Surface Transforms plc has worked on technology programmes in collaboration with major companies such as AlliedSignal Inc, BAE Systems/Roxel, Dunlop Aerospace and Faiveley

Today, Surface Transforms is commercialising its products for an increasing range of high-performance applications. These include automotive, motorsport and aircraft brakes, for which the company has developed Ceramic brakes with improved friction properties, enhanced lifetime and lower production costs. Other growth areas include aerospace components (principally rocket motors) and anti-ballistic armour.

Key milestones have included:

-A new aircraft brakes development contract (Jan 2004) with a leading US based aircraft brakes maker
-A licensing contract (September 2003) with Dunlop Aerospace to develop and supply CFRC brakes;
-A contract with the UK Ministry of Defence to supply innovative materials that will increase protection against high-power rifle and cannon fire;
-A contract with the United States Airforce Research Laboratory for the supply of prototype CFRC materials for military applications.
-First commercial sales of carbon-ceramic brake discs for installation on the KOENIGSEGG Swedish supercar
-First commercial sales of Carbon Ceramic road car discs to StopTech the California based brake system upgrade specialists.
-First commercial sales of Carbon Ceramic road car discs to MOVIT one of the leading brake after-market upgrade kit suppliers based in Germany.


Not expecting anything over night here but to me it is now at the stage of becoming a good play with potential rewards in 2010 onwards on success.

Well thats one of the new institutional holders (and 1.675m of the new shares accounted for).

Not forgetting that the shares were placed at 20p (when the actual price for bid and offer were lower - not often you get placings on AIM that are over the offer price, most struggle to even match the bid price)


28 August 2007

Surface Transforms Plc

("Surface Transforms" or "the Company")

Holdings in Company

The Company has been notified that as at 28 August 2007, following the recent
placing, Gartmore Investment Limited holds 1,675,000 ordinary shares,
equivalent to 8.80 per cent. of the issued voting share capital of the Company.
The shares are registered in the name of Gartmore Growth Opportunities plc.

PP
I can't see any point in trying to spend time looking to buy as the turnover is so dismal and the spread is massive. Liquidity is so trivial that not only can't you buy but you would be stuffed trying to sell(which to me is more to the point)

coeliac1, its an investment, not a trade. For those wishing too, like me, buy a stake and hold for the future, it offers potential.

For those looking to buy and sell in 3m or 6m........then unless major news comes (which it could) then its a bit too illiquid,

The StopTech CCBS is of course System ST from Surface Transforms, under their agreement.


http://www.duemotori.com/news/auto_accessories/16403_StopTech_Carbon_Ceramic_Brake_System_makes_its_supercar_debut_on_Callaway_C16_Speedster.php

StopTech Carbon Ceramic Brake System makes its supercar debut on Callaway C16 Speedster

StopTech has been working in conjunction with Callaway to develop the ultimate brake system for Callaway's most exclusive vehicle.................................................

An interesting article, well it would be if the link to it was working. Can only get the header info, but the article is 1st October 2007. Anyone seen the full article, and also the implications of its content ?

I am wondering if its to do with the "study" on fuel consumption + carbon emissions and the reduction in weight (rolling and total too) associated with utilising carbon ceramics. If it is then this is good news, as a confirmed report will enable SCE to push the "green" side of reducing carbon emissions, alongside the performance improvement aspects :


http://www.koenigsegg.com/news/articles.asp?news=189&type=written

Koenigsegg goes green together with Surface Transforms plc.

Read the interesting article how exotic super cars and Formula 1-cars can help to improve the environment.

RNS today:

Surface Transforms Plc
Trading Statement and Update

The Company announces that trading in the six months ended 30 November 2007 was
in line with management's expectations.

Turnover for the period was significantly higher than the corresponding period
last year and cash balances at the period end were 1.6 million (2006: 1.47
million) equating to 8.4 pence per share. Sales of automotive discs to the high
performance and race car markets represent the majority of the turnover
generated in the period.

The Company has a strong forward order book and expects to report the interim
results for the six months ended 30 November 2007 in early February 2008.

Yep, all seems to be going to plan ok.

Early this year, lets hope for something encouraging, like moving a lot closer to break even.



25 January 2008

Surface Transforms plc

Notice of interim results

The Company announces that it will be releasing its interim results for the six
months ending 30 November 2007 on 31 January 2008.

ENQUIRIES:

Surface Transforms plc Tel: 0151 356 2141
Kevin Johnson Tel: 07802 306956
Kevin D'Silva

John East & Partners Limited (Nomad and Broker) Tel: 020 7628 2200
Simon Clements
David Worlidge

Redmayne Bentley (Private client broker) Tel: 01943 886600
Lucy Clapham
Simon Flather

Another new sports car with the SCE System ST braking system as optional, all good news, the more that use it, the more popular and more well known it becomes.

Report is below from 10th Jan 2008 :

http://www.surface-transforms.com/resource.php?id=92


*****************************************************

With regards to the coming results, everyone knows they will make another loss, the key here will be, hopefully, a much reduced loss. Obviously everyone is going to be looking for increasing sales volume.

I will be looking for any mention of the "MIST" process, which was being implemented, this was due to offer cost reductions, and that at the end of the day is the key to mass volume, bringing the price levels down. So any mention of that will be welcomed. They do have another process "CVIST" or something, but as far as I can remember that one is more expensive to implement.

Mention of progress on the aircraft brake testing programme would be nice, lots of irons in the fire, but these things take many years and the bigger money is in the final periods, so at present most are still early to mid stage, and so not contributing much to revenue.

They were also doing tests on whether the change to carbon ceramic discs would reduce carbon emissions, therefore gaining the "green" badge and also this being another useful "sales point" for the adoption of carbon cermaic systems across a broader range of top end vehicles, so potential for some news on that perhaps.

Personally I think that the results being a month earlier than normal tends to suggest the figures will be good, certainly not near breakeven, but should be a lot closer than they were last time around.

Not too much info in the results.

Rocket propulsion systems will start to have a major effect on the bottom line in 2009, and growing annually then.

It would appear that yes the slow sales to the USA is a drag.

Shame no mention of MIST or anything else, will have to wait for the prelims then.

All in all, all is going well.

As per my postings for some time now, like years, Rocket systems signficant sales should come on line 2009 onwards, with aircraft braking having a considerable influence from 2010 onwards.

Provided they keep growing the car braking systems, I'd expect them to break even 2009, and then onwards and upwards for profits.

There is a Webcast (Webcon) that people can take part in, its on the 6th of March. To register to get the instructions on how to take part, go to the Armshare.com web site.


If you go to http://www.armshare.com/index.php

Then go to "Content Update" you can register there.


Upcoming Webcons

Surface Transforms (SCE) Thursday 6th of March 2008 1:00 PM

Nice to see, and as I said earlier, from 2009 onwards the rocket systems side should be delivering decent revenues. This small contract is all part of the process, and we should see more of these deals as we move onwards.



http://www.investegate.co.uk/Article.aspx?id=20080218070000P1123

18 February 2008

Surface Transforms plc

("Surface Transforms" or "the Company")

New Contract

Surface Transforms (AIM:SCE) is pleased to announce the award of a 3 year
contract with a value of 150,000 from MBDA, which is owned jointly by BAE
Systems, EADS and Finmeccanica and is one of the largest missile manufacturers
in Europe.

The contract with MBDA is linked to the development of a novel attitude control
system applicable to a range of future European missiles. The work will
characterise material design properties of carbon-ceramics in missile
components including at very high temperatures and develop alternate low-cost
manufacturing routes culminating in the manufacture of test component
demonstrators.

The work will be supported jointly by the UK and French Ministries of Defence
as part of the Innovation and Technology Partnership ("ITP") on Materials and
Components for Missiles.

Commenting, Kevin Johnson, Chief Executive of Surface Transforms, said:

"Earlier work with MBDA over the past two years has shown that carbon-ceramic
is now a strategic material which gives significant performance advantages over
carbon-carbon and huge weight savings over advanced metal alloys. We can
deliver distinct cost benefits with improved performance using our proprietary
technology."

The Directors believe Surface Transforms is the only UK supplier of this
strategic material. The material is derived from the Company's core business in
automotive ceramic brakes. The desire for lower cost high quality products has
led the Company to invest significant time and money in its technology in order
to improve the manufacturing process while reducing the material production
cost. The IPR for the Company's carbon-ceramic products relates to the
combination of three key process stages: carbon fibre pre-forms, carbon matrix
CVI, and silicon melt infiltration. The Directors believe whilst there are two
European competitors in automotive ceramic brakes neither use this high
mechanical integrity 3-stage route developed by Surface Transforms.

From Armshare Website. A good forum for anyone wishing to ask questions about braking systems, for cars and planes, rocket solutions, nuclear reactor potentials etc.... 6th March 2008.

"Dear ArmShare reader,

I am contacting you in my capacity as editor of ArmShare because you have elected to receive email alerts re Surface Transforms. The latter is hosting a webcon on 6th March at 13.00 to discuss the half year results and provide a trading update - essentially this is the equivalent of an institutional investor presentation delivered via a conference phone call whilst the powerpoint presentation is displayed on your computer screen, with the pages being turned by the presenting company. You can register on http://www.armshare.com to join the webcon by going to the Content Update page - you will see an Upcoming Webcons section near the top of the page, where you click on Register alongside Surface Transforms, and then complete and submit the resulting page - a few days before the webcon, you will be emailed instructions on how to join the webcon.

In my opinion, webcons are the best use of computing and telephony to date to make a major and straightforward contribution to levelling the playing field between private and institutional investors. I am therefore very keen to help private investors use this interactive communication tool - if you have any queries arising from the above or encounter any difficulties with registering, do contact me.

Regards

Charles Breese

Editor of ArmShare

T: 01280 703482"

Post from AFN :

longshanks - 6 Mar'08 - 15:22 - 598 of 608

Must say it was a very good web conference. Quite illuminating. Pity that only 9 people (other than directors) listened in.

Anyone else take part?

Answered quite alot of my questions.

There is a new note due out from their Private Client Stockbroker but salient points for me were:

1. Looking to break-even in 18 months time

2. Cash burn currently 50K/month

3. They have started selling carbon-fibre preforms (December 2007)

4. They expect to announce a new automotive OEM customer imminently for a batch of 400 special edition cars [I think we know which ones]

5. Aircraft brakes still progressing but at pace of system suppliers. ST is currently uniquely qualified to provide Carbon-Ceramic materials due to requirements for physical integrity. First flight using these type of brakes is still a way off though - probably 2011 at earliest.

6. When they do fit brakes to aircraft the income to ST will be 300K per plane per year!!

7. They are very open to anyone interested in making an offer as they see this as a clear exit strategy for the business. However they will only consider offers that reflect their perceived future prospects which - from the presentation - were MASSIVE.

(sp 9p today - Grief!)

Massive, huh?
Well the Market Cap has lost 25% today - presumably some can't wait for the Jam Tomorrow.
This business has been a serial disapointer and the sp says it all . . . what is management thinking of, suggesting a Sale? - Let's see some trading profits and dividends before you sell us down the river - please.
/
If current Management isn't up to the job ( maybe that's it?), then step aside and let someone else move the business on. There was too much reliance on Racing (which stopped(!) when the F1-rules changed), and thoughts of Aircraft, whose design-time is in decades - so where were the potential sales?
Ah yes . . . .that's it; they were quite few and Small.

Presumably a Sale would trigger Exec Bonuses? - Grr!

hangon, someone sold for the tax year end loss I think, 135K @ 7p.

SCE is going nowhere until 2010, that was my original timing plan, and remains so.

2009 financial year will see the rocket side contribute a decent size, and build for 2010.

No one for short termers..........thats for sure.

2 Holdings RNS's.

First Gresham House buying in.

Second we have C.Gledhill Ltd taking Gartmores holding.


C.Gledhill is interesting as it leads to Gledco.

http://www.usggledco.co.uk/

.

From a post on III. Perhaps we have someone wanting to take a larger stake in the company.


News Soon?

22 May 2008, 21:19:00

By bdaonion: Following the recent announcements regarding holdings, on line limits are 2,500 to buy and 100,000 to sell. Normally you are lucky to sell 10,000 which seems to indicate someone wants to add to their holdings, or a new buyer is out there. Either way looks like some positive action is ahead.

Couple of posts on AFN :


longshanks - 8 Jun'08 - 22:05 - 675 of 676
Interesting article that I came across, written by Paul Markillie, innovation editor of The Economist.

http://www.moreintelligentlife.com/story/screech

Bit that got my attention was:

As cars have got more powerful, their braking performance has had to improve. Carbon-ceramic brakes will slowly make the journey, from super cars to luxury cars and, eventually, all the way down to the Renault Clio. This is because not only do they excel at the main job of stopping a car, they also help in other ways too.



PapalPower - 9 Jun'08 - 04:01 - 676 of 676
Longshanks, high oil is a mixed blessing. Short term its not good for SCE as demand for super cars declines a bit.

Longer term it is the driver needed to get carbon ceramic brakes on to cars, and also airplanes.

Apart from the obvious braking enhancement, a major upside is reduced weight. Reduced weight = higher fuel efficiency = cheaper running costs.

Therefore, the higher the oil price goes, the quicker the ROI for carbon ceramic brakes is, and so the more likely thats its adoption becomes more widespread.

The weight savings on airplanes is much more than cars, as the massive heat sinks on normal brakes are no longer needed on carbon-ceramic. Therefore, as aviation fuel price rises, the ROI on conversion to carbon-ceramic becomes more quick, and there is a case for conversion of old, as well of course as for brand new places.

Hopefully, in the shorter interim period the sales of rocket propulsion system components can fill what might be a downturn for brakes in cars (and its due to be significant for the first time in 2009 onwards), and then we can see more widespread car brake sales as oil prices cut harder, and the first signs of aircraft orders.

A nice article to read :

http://www.surface-transforms.com/resource.php?id=116


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