Cap-xx Share Discussion Threads

[ttreb] 25/11/2020 19:11

Only six allowed to party pugs

[rayrac] 25/11/2020 18:25

I’m more interested in the patent litigation. But one thing is linked with the other...win the litigation and that verifies the tech, the tech then becomes worth $millions, maybe $billions, and then the whole becomes bid fodder.

Production? Not up there as a share price mover, imo

[rayrac] 25/11/2020 17:30

both with incredible upside.

Indeed we hope so, but nothings writ till it’s wrote?

[roofer2] 25/11/2020 16:42

NickB, thank you for the tip, I’ll look into it at some point

R2

[nickb] 25/11/2020 15:09

Roofer

You should check out BLACKBIRD epic BIRD

I’m also a CPX holder 2 very exciting shares both with incredible upside.

[roofer2] 25/11/2020 14:44

I don’t believe there is a share listed that has the chance to grow faster than Cpx, £25m value on a company with these prospects, investors dream !
Imo

R2

[celeritas] 25/11/2020 14:30

Unloved at the back of the shelf, all cpx needs is a dusting down with a bit of promotion. Far too cheap, I'm expecting it to take off, just like sales of those supercapacitors will.

[pugg1ey] 25/11/2020 10:20

more like party time ttreb baby

[meijiman] 25/11/2020 09:57

It says £138.6m for Ilika. The ceo seems to be a big promoter..always doing webinars/updates/seminars/interviews and bigging it up etc. He has raised three times from the market at fairly punchy valuations.
Kongats has also raised but because he never promoted the value was low. Last raise was 3p.
Anyway I'm more looking at the future........

[meijiman] 25/11/2020 09:52

There is also likely to be a positive development on the Maxwell legal case. Think they will go for a licence. Interesting point about ILIKA...what is their market value vis a viz cpx?

[mattjos] 25/11/2020 09:36

yes, it's a once in a lifetime opportunity to be able to buy the production line off Murata and become an OEM in their own right.
They develop and own the IP for their products and now, in a time when Super & Ultra Capacitor demand is going to be stronger than ever before, they are manufacturing for themselves. This should significantly boost Gross Profit Margins for the business. I believe the company now at a watershed point in its history. 2021 is going to be quite exciting here as they start volume shipments .. let's see how long it takes for their Sales team and Distributors to sell out the total productive output from the new lines

[celeritas] 25/11/2020 09:21

Cracking update, this should do really well from here. I see no reason why it can't run like ika who is just about to start taking production of it's batteries in house, never mind like cpx capacitors already being there.

[meijiman] 25/11/2020 09:03

Yes very encouraging. Seems like the Murata kit is being installed ontime and within budget.

[pugg1ey] 25/11/2020 08:26

encouraging turnaround in the business

[ricardox] 25/11/2020 08:25

From the AGM statement

10% increase in order book in last 3 weeks!!

Formar Murata production lines now in production, for order deliveries to start next month.

[ricardox] 20/11/2020 16:24

nice turnaround today

[meijiman] 18/11/2020 16:26

Good post..all sounds very positive for a bounce.

[bomber13] 18/11/2020 15:08

Next Wednesday’s CAP-XX AGM carries more weight than usual , and not just because Maxwell/Tesla has recently decided to seek mediation in its patent infringement case with CAP-XX .

We are told that the present level of enquiries regarding the X-Murata plant , which has been acquired and relocated by CAP-XX within its A$5.3m budget , and is currently being commissioned in Sydney , would significantly overfill its revenue capacity of around A$24m at gross margins of 60% . Indeed , we are also told that the current order book for CAP-XX’s established supercapacitor products was more than 50% up at June 2020 year end .

This new mood of buoyancy is not just restricted to CAP-XX . Please read the link below from Cornell Dubilier , who is now a licencee of CAP-XX . You may recall that this company was taken to court by CAP-XX for patent infringement , and settled out of court in July , 2019 , thereby agreeing to pay CAP-XX royalties on all future supercapicator sales . You will also see from the link that Cornell Dubilier , which is a 100 year old private business with sales of US$250m and 35000 customers , is talking of expanding its personnel and product lines to meet “ explosive “ growth in applications for supercapacitors .

In December 2015 , shareholders of CAP-XX approved an incentive scheme for its top management and employees with options over 20m shares , which were exercisable at 5p . Of those 20m options , only 14.75m still exist , and these lapse in just over 2 weeks time on 3rd December , 2020 if not taken up . The directors still own all of their 10m options , 6m of which belong to Anthony Kongats the CEO .

Hence , it is fairly easy to understand why next week’s AGM is significant in so many other ways .

[maytrees] 17/11/2020 12:16

Greetings all

The share price gain continues at least so far. No new news yet.

[tradertrev] 14/11/2020 15:50

But you can level the playing field with litigation finance. They can't run you out of money if you have a funder on your side, though of course you have to give up a proportion of the upside. This case looks solid enough from the outside given the precedent in a similar case (uncollectible) and Tesla is certainly good for the money in any award.

[ricardox] 13/11/2020 20:03

Good old Elon. Soon time to berate him on mass via all social media channels if that is the case. But I doubt it is.

[mauricemonkey] 13/11/2020 19:06

Going to mediation is a standard Tesla tactic. They will then try and bully into accepting a low ball resolution with the threat of dragging the legal case out for years. They basically try to run you out of money fighting the legal battle.

If you follow TelsaQ twitter, you'll find numerous examples of when they've used this tactic.

[mattjos] 13/11/2020 15:12

Yes, that is excellent summary of the situation bomber. CAP-XX appear in a very strong position. There could well be a very significant settlement sum coming their way &/or an agreement to pay them a perpetual royalty.
It is going to be quite fascinating to keep watch on. Any settlement in CAP-XX favour could be in excess of the current mkt cap … the Yanks take IP infringement very seriusly

[bomber13] 13/11/2020 15:06

The mere fact that a protagonist the size of Maxwell / Tesla has decided to seek an out of court settlement with CAP-XX is a huge plus both for the integrity of CAP-XX’s intellectual property , and the message it sends out to the wider world . This message will not be lost either on other potential IP infringers and / or future potential licencees .

CAP-XX’s AGM is on Wednesday , 25th November , and there is normally an accompanying AGM statement released to the market . This year , the statement will carry even more weight than usual not just because of the above , but also because of the current commissioning of the X-Murata plant in Sydney , which is on schedule and under budget .