Cap-xx Share Discussion Threads

[vatteton] 07/1/2020 15:00

So, how old do you have to be, Vince??

[vinceelliott] 07/1/2020 12:16

Being an old codger myself I have no problems with either slippers or a company managed by people younger than myself.
Battery development has been ongoing throughout my working career; I remember the 24/7 support team at Redcar, 1975, having battery packs that were bigger than the phone, so you had to carry two large holdalls around with you.
If Congats and co. have been around in this field since that time then they have a depth and width of experience that is invaluable to them, the company, their employees, their clients etc..

[meijiman] 07/1/2020 11:38

Seems as though the company should not be managed by these old codgers. Surely this high tech space needs young blood who are on top of the story and its potential- not those who are wondering where they have left their slippers?

[bomber13] 07/1/2020 11:00

Following the recent placing at 3p that raised £3.4m to buy Murata's supercapacitor assets , Ruffer Llp has become a new shareholder of CAP-XX owning 7% of the equity ( see today's link below ) , which means the institution took around 1/3rd of the stock on offer .

Ruffer manage around £20bn of funds , and have built their excellent reputation around an independent active no nonsense long-term style of investing . Their mantra is consistent positive returns regardless of how financial markets perform , and their current asset allocation model is fairly telling - 31% index-linked bonds , 10% cash & 7% gold and gold shares . Therefore , it is a great credit to CAP-XX that it passed their current highly risk averse approach .

Yesterday , we also had confirmation that David Newlands has increased his CAP-XX stake in the placing from 5.3% to 6.5% . He has built his own reputation around successful UK small cap investing .

The directors of CAP-XX now own over 5% of CAP-XX , and are all over 60 years old . The CEO and founder , Anthony Kongats , is 61 and owns 2.3% of the company .

Fingers crossed that the 3p level is now the absolute floor of the CAP-XX shareprice , and that the decommissioning , relocation and recommissioning of the Murata supercapacitor assets all go according to plan , thereby transforming CAP-XX into serious profitability in their financial year to June 2021 , as expected .

[wisecat2] 13/12/2019 12:53

Aussie Proactive interview with Kongats



Research on Allenby Capital website shows things ramping up 2021/2022

[charker] 09/12/2019 19:24

This has such an echo of MDW. Small company, shares collapse from 12p, buy equipment similar to what they sold from larger company that couldn't make a go of it, bring all that stuff up to date using shareholders money. When everything is sorted they sell the whole company back to the larger company having lined their pockets with very cheap shares (2p) and sell it at (6p). Long term holders sat with shares at 8,9, 10p screwed over.

[global nomad] 07/12/2019 08:44

offer for subscription now showing on my trading account at 3p...

[yorgi] 06/12/2019 08:42

Someone appears confident buying 350k.

[global nomad] 04/12/2019 08:05

keeping an eye on developments as a holder but really waiting for the share to follow the recent rerate of many shares in the new energy field - ITM, AFC, IKA in particular which have been in the doldrums for years but perhaps the stars are now beginning to align...hoping the same opportunity is coming here.

[charker] 29/11/2019 19:45

Hope you're right, I'm well under water on these. Might be dead before we see any profit the speed they go at.

[bbluesky] 29/11/2019 19:20

Game changer is Allenby's research headline. Interesting read and buying $100m assets for $300,000 Aussie with subsidies galore by taking it to Oz is definitely a big strategic move. I would think that previously they haven't had the means to go it alone, hence the licensing. Risks of course, but maybe finally they could be printing money, albeit jam tomorrow.

At the end of the day Murata have other ambitions and are happy to car boot all this. Makes CPX much more attractive for a TO, so many +ves.

[tradertrev] 29/11/2019 14:55

Certainly doesn't seem like Murata will be selling many supercapacitors in future and paying CPX royalties on them. Would be highly illogical for the technology provider to also be the contract manufacturer.

[charker] 29/11/2019 14:45

Why are murata selling their production line? They are not selling enough to make it worthwhile? What makes Capx think they can do better?

No benefit until third quarter 2020. What are they bringing it over in, a rowing boat one nut at a time?

Not good enough.

[pjj71] 29/11/2019 07:49

worth a punt sub 2p not before...

[jailbird] 24/11/2019 16:14

bblue,

I was a holder in 2009, reading back old posts.

The I saw the light and turned bearish in 2014..it was the same jam tomorrow and realised this Co was formed to pay BoD wages and not create shareholder value. I think these were near 30p at the time...but do not quote me

Anyhow I found this old post in 2014...so it says it all


jailbird - 24 Mar 2014 - 07:15:43 - 829 of 10587
still jam tomorrow unfortunately

expect another cash call in june/july

[bbluesky] 24/11/2019 13:51

The big q is "Is it's time coming?" Something of a cracked record as you rightly remind, but if a world leader as they suggest...(historically a world leader on jam tomorrow of course!)

[jailbird] 24/11/2019 13:19

bblue,

A lot of IFd in your comment.

Can you not see, it is been IF for 10 years.

Seriously ...never mind.

See you next year on next results

[bbluesky] 22/11/2019 20:18

Jailbird. Maybe the 4 walls have limited your perspective. Jam tomorrow, fair enough that is as you point out the history, but this could be honey/ money. If their IP is defensible and the IOT comes good/ "this is is the next generation", you could be looking at 30 bagger as Greekislander said. IMV the ducks are lined up, but who is patient on AIM?

[jailbird] 22/11/2019 16:32

Yorgi,

still wearing rose tinted glasses..I am come back periodically and see a price fall further, yet you talk same 'in denial' comments.

I tell you I have followed this for several years...it is the same jam tomorrow and the Co has yet to hit a profit or improve numbers or even get the lucrative contract


One day Yorgi..one day!

Anyone who wants to buy today, just have to read all the RNS' results for the last 10 years

[mdw1] 22/11/2019 16:02

Decent buy just gone through; maybe things are looking up.....

[gulampatmyg] 10/11/2019 13:06

Time to buy

[charker] 08/11/2019 17:04

It would be taken out by a licensee long before it got to 1p

[yorgi] 08/11/2019 16:42

Taking everything into consideration the share price performance wasn’t too bad. They do need to secure some lucrative deals.

[edjge2] 08/11/2019 15:49

better hold for a while