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Hardman Talks Video | Surface Transforms Surface Transforms’ Capital Markets Day presentation with the Board On 28 April 2022, we were excited to welcome management from Surface Transforms on Hardman Talks. Watch it here: https://youtu.be/ZVm6vX117z4 Surface Transforms’ recent CMD was oversubscribed. This webinar enabled those who were unable to attend the day in Knowsley to watch the presentation that was made and ask questions of the management. The webinar was hosted by David Bundred, Chairman, who introduced Kevin Johnson, CEO, and Michael Cunningham, CFO. Surface Transforms is one of two manufacturers in the world of carbon-ceramic discs for the brakes for cars. These discs offer far superior braking performance to traditional iron discs, but also have a number of other positive attributes; these include substantially longer life, dramatic weight-saving (especially beneficial because the saving is of the unsprung weight of a car), and virtually no dust generation/pollution. Carbon-ceramic discs are seeing a rapid uptake by car manufacturers, initially at the upper end of their ranges. Surface Transforms has already secured a number of large OEM contracts and is now working on increasing capacity. During the call, management was questioned on a number of areas, such as the execution risk in upscaling capacity, inflation in raw materials and wages and supply chain disruption impacting the business. Watch the recording: https://youtu.be/ZVm6vX117z4 To be first in the know about Hardman & Co’s latest digital events, subscribe to the mailing list here. The Hardman Talks series is designed to share the latest sector insights and company investment cases from our corporate clients and our expert team of analysts. Click here to subscribe to the Hardman Talks channel on YouTube. Hardman & Co | 1 Frederick's Place | London | EC2R 8AE | www.hardmanandco.com
Hardman & Co Research can still be accessed for free after MiFID II. About Hardman & Co: For the past 25 years Hardman has been producing specialist research designed to improve investors’ understanding of companies, sectors, industries and investment securities. Our analysts are highly experienced in their sectors, and have often been highly rated by professional investors for their knowledge. Our focus is to raise companies’ profiles across the UK and abroad with outstanding research, investor engagement programmes and advisory services. Some of our notes have been commissioned by the company which is the subject of the note; this is clearly stated in the disclaimer where this is the case. Hardman Research Ltd, trading as Hardman & Co, is an appointed representative of Capital Markets Strategy Ltd and is authorised and regulated by the Financial Conduct Authority; our FCA registration number is 600843. Hardman Research Ltd is registered at Companies House with number 8256259. Our research is provided for the use of the professional investment community, market counterparties and sophisticated and high net worth investors as defined in the rules of the regulatory bodies. It is not intended to be made available to unsophisticated retail investors. Anyone who is unsure of their categorisation should consult their professional advisors. This research is neither an offer, nor a solicitation, to buy or sell any security. Please read the note for the full disclaimer.
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