Cap-xx Share Discussion Threads

[goforgold1] 02/3/2021 17:00

might be able get these at 3p like company directors did wow.

[jailbird] 02/3/2021 15:40

I have heard this line over the years. Did it materialize..ermmm..no..maybe this time? CEO has said today " we enter the second-half with a strong order book and rising enquiry levels

[tomduck] 01/3/2021 08:55

If you go through my post history you wouldn’t make such misinformed comment, yes these boards are full of morons on both sides of the bull/bear coin but I have no time for games. I’d happily invest in CPX if I thought it was due a substantial re rate but the latest earnings do not point to that. Also anyone who thinks by posting a few slightly negative views on a share who thinks they could effect the share price is similarly a deluded moron and that ain’t me. But thanks for the taking the time to post 😉😂

[tomduck] 26/2/2021 17:38

Agreed sadly.

[grahamwales] 26/2/2021 16:05

Tom If Murata couldn’t make it pay with the customer base and purchasing power they have then it’s going to be very difficult for a research and development company to make money.

[tomduck] 26/2/2021 15:53

Graham or the alternative take is now we see why Murata sold. I’ll sit on the sidelines for now, the entry point at 4/5p made sense but less obvious now.

[grahamwales] 26/2/2021 14:50

Peoplepower over on the LSE board sounds a bit desperate, would take what he sys with a pinch of salt. Must have bought in on the spike and now trying to suck punters in with his BS.

[grahamwales] 26/2/2021 10:56

Dozey Totally agree that one sided views are pointless, but better to know the risks than to go in blind.

[dozey3] 26/2/2021 10:47

Yes, and what if a meteorite destroyed their plant, or a tsunami consumed the whole of Australia? Risk/reward is the balancing act with every investment, and one-sided views become pointless.

[grahamwales] 26/2/2021 10:36

Tom When you consider some of the supercapacitors are being sold for £1 to £2 pound it doesn't leave a lot for margins. With them taking on the Murata business it will give them scope to increase margins, although Murata would have possibly got better rates for material supplies also consider Murata were taking the risk with poor quality supply that will now fall on Cap-xx. You can imagine if they have a bad batch that then goes into products and fail what the cost would be to recall and replace.

[tomduck] 26/2/2021 10:29

Seems margins low, this is why they continue to struggle, probably margins are falling each year. I continue to monitor but not invest.

[dozey3] 25/2/2021 16:29

This light harvesting function is interesting: "A supercap is essential for storing Epishine's harvested light energy to keep devices operational when indoor light is unavailable," said Marco Ranalli, general manager of CAP-XX Europe. "We share Epishine's mission to enable battery-free products worldwide through environmentally-conscious energy harvesting, as our supercapacitors are made of non-hazardous, common materials like activated carbon and aluminum." Feel that post pandemic and with tee ex-Murata kit up and running the future is bright. Year-end cash has been increased by a 3,1m dollar R&D tax rebate. Not selling here anytime soon.

[grahamwales] 25/2/2021 15:31

Just had a look at the Allenby report, looks like they are forecasting a bigger loss for 2021 year end and cash of A$882k. Revenue lower in the second half compared to first and people wonder why the share price is dropping.

[meijiman] 25/2/2021 14:25

Yes the Allenby note is hardly a gusher..perhaps they need more of the finnCap raging bullishness and a fantastic share price target. 50p would do me.

[petewy] 25/2/2021 12:11

Thanks Bomb

[klosters65] 25/2/2021 12:10

Surely sales can only increase as travel restrictions start to be lifted and the sales force can bring in orders for the Companies products. Also, access to any materials that are required for manufacturing.

[bomber13] 25/2/2021 11:50

Here is the latest from CAP-XX's house-broker , Allenby FYI . http://www.allenbycapital.com/research/research-cpx.html A headline of " strong growth in order book and sales enquiries " certainly raised my expectations , yet there is no change to 2021 forecasts , still no 2022 forecasts , and still no target price . At their current revenue forecast of A$4.1m for the year to 30th June , 2021 , Allenby is expecting less turnover in H2 than H1 even though the X-Murata plant achieved full scale production in January , and the CEO has said today " we enter the second-half with a strong order book and rising enquiry levels as we raise production levels at our newly installed manufacturing facility " . Meanwhile , at its other plant in Malaysia , despite some pandemic delays , CAP-XX " has successfully increased output and expects output to increase further over the coming months " . For the record , the rise in the order book has accelerated from being 75% up at end December , 2020 on a year ago to over 100% up at end January , 2021 . Accordingly , there seems to be a distinct chance of CAP-XX over-delivering in 2021 .

[bbluesky] 25/2/2021 09:30

Gfg1-do us a favour and follow your "out" on this thread.Repetition is so boring!

[goforgold1] 25/2/2021 09:22

This company is dead at moment might change later. But a lot better shared out there to make money . The 3p shares are a problem as well . I sold a while ago at 11.50p made little profit but not much . Once i read back and seen all them 3p shared i was out.

[grahamwales] 25/2/2021 09:16

Jbravo. Nope just that kongats been saying the same thing for years lol

[jbravo2] 25/2/2021 09:02

Blimey graham, what’s the matter? Did the company burn down your house or something?

[grahamwales] 25/2/2021 08:57

Rich He said the same thing in June 20. So has the order book doubled again or is he just repeating himself. They won’t have the Murata royalties to come next results and sounds like AVX are doing next to nothing.

[richsydenham] 25/2/2021 08:50

I guess we can expect the revenue to jump when the order book is produced and sold to market. Sounds very positive, well spotted!