Member Info for Dunk_Biscuit

Hi Damay ,

I'm new to this share have have been looking back at past RNS issues . Looking at this as it stands now I would say that they have turned a corner and that most of their production issues seem to have been ironed out . The OEMs have been very supportive and it proves the sheer quality and design of the product .

My thought is that an OEM will invest in this company and turn it around . But we shall see . It might be possible to reduce the production costs and bring this whole technology into the mainstream EV market where reduced weight is so important . That's what I'm rooting and hoping for . It would need the investment and backing of an OEM to achieve this I feel .

SCE have a fab product. Best on the market 👌 The market cap in no way reflects this considering the contracts that are in place and the support they are getting from their OEM customers. It's a great achievement 👏

Nissan would be missing an opportunity here if they can't see the potential for the wider market .

£5000 for a set of front brake discs isn't a viable price for the mass market ....but I'm sure that could be reduced with the right backing. That's why an OEM needs to get involved. IMHO.

To expand production into the EV market and reduce the costs of manufacturing if possible.

Sandyman , that's very true 👍 Seeing Machines had a few production problems, so it's a similar story .

I think SCE needs the backing of an OEM to get this technology in the mainstream car market (higher end) . It needs investment, I feel , to try

A similar thing happened with Seeing Machines with a big investment from Mitsubishi.

My prediction would be an OEM lending money 💰 in exchange for a convertible loan note .

I think it would be great to get an OEM on board . There's such potential here and I think the manufacturing issues have been resolved to a great extent . If it's just a question of cash flow then it would be a great opportunity for an OEM to get involved.

I think there could be a loan from an OEM in the form of a convertible loan note . I would imagine they would want a slice of the cake , especially if they are providing support in other ways .

Don't get the reason for selling !

With the right backing this could fly !

My dad was involved in the research and development of carbon fibre from the 1950's onwards . So he was right there at the beginning and as an academic he acted as a consultant to industry . This is definitely the way forward for breaks !!

Yup ...it's the weight saving and durability, reliability and sheer strength of the material 💪 👌 It's awesome !

Incredibly strong 💪 Incredibly light . The EV market is the way forward 😋 👌

An 18 % increase in the price of gold since these shares were suspended. Uranium went down after suspension and has come back up to approximately the same level.

Uranium prices are recovering. 👌

Https://www.reuters.com/business/energy/trumps-nuclear-energy-orders-would-boost-uranium-prices-investments-experts-say-2025-05-27/

It makes economic sense for the Botswana Government to exploit their own natural resouces (other than diamonds ) and plough profits back into their own economy . What better way to do that than to hook up with BOD through Debswana ?

I think the Botswana Government will want to boost their economy as much as possible by exploiting their other mineral deposits given the struggling market for diamonds . So my money would be on Debswana. De Beers is up for sale so it would make the sale of De Beers more attractive if it can be seen to be involved in other minerals though it's stake in Debswana .

Thanks Sometimes 👍

I would like to know if the CE certification covers marine applications ...anyway , I can see it working with yachts due to low voltage requirements. Less of a fire risk and also light and space saving . Also Caravans because of the same reasons . I would say it would be a popular design feature for those applications. I guess it all depends on how quickly the building industry adopts it in new build construction . If heating bills can be drastically reduced then hotels will certainly be interested to retro fit it . I would be pushing the idea to caravan and motor home manufacturers !