Cap-xx Share Discussion Threads

[richardc77] 09/3/2018 13:35

Been following for a while, now considering taking a decent size position, interested to hear what do current investors see as the mid term catalysts (1-2yrs)?

[richardc77] 09/3/2018 13:29

Been following for a while, now considering taking a decent size position, interested to hear what do current investors see as the mid term catalysts (1-2yrs)?

[ttreb] 09/3/2018 13:27

I still have 8.5 as low and looking for final buy if it gets there.

[bomber13] 09/3/2018 11:38

You may recall that CAP-XX extended the duration of their 5 year 2013 option awards in May last year by 6 months from 9th October , 2017 to 9th April , 2018 . This expiry is now less than 1 month away , and , given the current shareprice of 9p and the exercise price of 8.5p , there would appear to be a very small carrot indeed for the option holders to exercise . Of the 3,080,000 options , 2m are held by the top 5 senior people , of which the CEO has the largest holding at 600/- , and 1m by the balance of management and employees . Although there are two far larger option schemes set up and exercisable in due course at 5p and 11.25p respectively , no one at CAP-XX can be particularly happy with the current state of affairs , particularly as the option scheme was extended to allow for easier exercise .

Might there be a very short term catalyst , therefore ? Who knows , but ...............

here is what the Chairman said with the figures on Monday -

" the short-term outlook is also pleasing with key customer meetings in Europe this month to add further clarity on the outlook for the second half and beyond " .

Here also is the final sentence of what the Chairman said at the AGM in November 2017 -

" Given the growth in the business and various initiatives being deployed, it is imperative that CAP-XX is able to retain and attract top talent."

The imminent launch of AVX's thin-line Prizmacap may also be a factor , as might the CEO's investor meetings due late March .

Coincidentally , the 14 and 21 day RSI's are back near 1 year lows ,

[greek islander] 07/3/2018 11:39

So far today 271k buys and 149k sells.
Hi again ,

Thanks to another heavily invested friend for the following -

Allenby , the CAP-XX house broker , has confirmed their forecasts for this year and next , and this may well help the shareprice after yesterday's horrendous drop in the share price .

These forecasts have not been changed despite CAP-XX's first-half turnover coming in at only A$1.5m , and this means the company needs to do A$3.8m of sales in the second-half to meet the Allenby forecast for the year to June 2018 of A$5.3m .

This is certainly more than possible if the final AVX licence fee is paid early ( as last year ) , the full Spire wearable contract is paid as expected ( + US1.4m ) , further royalty progress at AVX and Murata is a given , sales of the new range of CAP-XX supercapacitors have high volume customers , as intimated , and there is continued buoyancy in the overall supercapacaitor market . However , there are no guarantees , and , for instance , we do know that the Spire Health Tag has already had teething problems prior to full launch .

Further out , for 2018/19 and beyond , given that the AVX licence fees fall away next year leaving only rising royalties , it is vital CAP-XX secures , as expected , at least one new licencee by this year end .

As ever with CAP-XX , one needs to take a lot on trust , and the CEO is over in late March to help reassure investors.


I have retained all my holding - still my biggest - for the moment and shall try to not panic to sell some stock though I must admit that I had been tempted as my holding here remains huge - well for me anyway.

The CEO is a law until himself and can never be accused of ramping up the stock price. His forecasts remain conservative and any sudden contract wins or good trading news may well catch us by surprise.

[ttreb] 07/3/2018 00:24

We still have not heard about the spear and Jackson rumour.
I will do some digging.

[ttreb] 07/3/2018 00:10

cpx chart
support is at 8.5 with major support at 6p.
if it goes that low it would be ultra bear.
lots of upside from here though and i expect a hefty rise back to 11p next day or two.

[roofer2] 06/3/2018 21:09

Talk of 2 German car manufacturer deals, no details so just like in July with talk of “new contracts in a few months” that never came, that sounds like yet another ramp by Anthony Kongats imo.

R2

[monkeywench1] 06/3/2018 20:03

rampers looking rather stupid as usual.

[my retirement fund] 06/3/2018 18:56

So when's the next placing? How many tens of millions if shares are there these days? Or are we talking hundreds of millions now lol

[roofer2] 06/3/2018 16:34

We won’t see double figures here again without any new contract news.
Looking like jam sandwiches for next 6 months, the good news they’ll be more after that imo

R2

[ttreb] 06/3/2018 16:32

And a Cox one too

[ttreb] 06/3/2018 16:32

I will do a new Cox chart reading tonight

[richsydenham] 06/3/2018 16:31

What does your chart say?

[ttreb] 06/3/2018 16:29

I did say I would buy in the nines when it was fifteen.

[ttreb] 06/3/2018 16:28

So I can sell them higher!

[charker] 06/3/2018 14:49

ttreb.

If you keep singing the price will be 1 a penny, 2 a penny. Why have you bought at 9p?

[davemac3] 06/3/2018 14:32

a tad embarrassing

[jedad] 06/3/2018 14:31

Got it up 15% not 9% :( ,, we need contracts with monetary values please 👍

[jedad] 06/3/2018 14:28

What’s this replacement??

[jedad] 06/3/2018 13:54

Yes pugg give it a try tonight lol🍷🍷;

[monkeywench1] 06/3/2018 13:53

Rampers never learn.