Cap-xx Share Discussion Threads

[charker] 05/12/2020 19:00

Does the graph take into account a zillion more shares in circulation now?

[bbluesky] 05/12/2020 18:06

Absolutely, my only quibble is that you are not using a log scale.

hxxps://tradingsim.com/blog/logarithmic-scale-versus-linear-scale/ for the argument!

[roofer2] 04/12/2020 15:44

CPX are gathering momentum with licensing deals, the Maxwell/ Tesla court case will send a very strong message to other companies using our IP without a signed contract. The new product line is a ready made money maker with potential cross selling on the top.
This is no where near to MY price target !
Imo

R2

[meijiman] 04/12/2020 15:14

These firms took out proper licences and paid Royalties. Cpx will only take action when there is IP infringement.I think cpx wants to develop revenue from a mix of own sales and royalties. Unlike some I think there is a good chance that Tesla will take out a licence..but only EM knows for sure!

[jeff2406] 04/12/2020 15:04

im sorry but wasent there also avx and murata not course case because they settle out of court??

[gagarin] 04/12/2020 14:58

Mattjos: just read your last post. As pointed out by Bomber 13,( post 6166), they have not one but two wins under their belt. Cornell- Dubilier were also seen off as well as Ioxus, but unlike Ioxus ( so far) coughed up and licensed the IP.

[meijiman] 04/12/2020 12:46

Even without the possibility of bunce from the legal cases the fundamental value here is way too low. Supercap technology is becoming embedded alongside batteries..its a paradigm shift. It's been a long wait, but the Murata deal was a blinder and will take cpx through to profitability. Shares should be nearer 20p.

[roofer2] 04/12/2020 12:25

We will rise further when the Dow opens, lots more to come yet over the next few months !
Imo

R2

[vinceelliott] 04/12/2020 11:30

This tends to bounce about on a Friday. Or has done so recently.

[tradeforce] 04/12/2020 11:10

I have been buying a few more this morning, very little stock about had to pay over the odds on two lots.

[basem1] 04/12/2020 11:04

Just like the old days all this buying I remember riding this up in and out from 2.6p to 15p Quite a ride it was I remember trading it and getting locked out a few times made me around 30k thoughBack in this time at an average of 5.76

[mad foetus] 04/12/2020 09:27

And of course I don't think the court case is factored into the current price at all

[mad foetus] 04/12/2020 08:53

Good work Matt. Potential is immense and with rumours that TSLA are going to be placing billions of stock, simply buying CPX is surely the cheapest way to resolve this mess

[meijiman] 03/12/2020 11:16

If it did IPO it would help crystalise a value for CPX. It's an intriguing thought that each EV maker may need serious supercap technology to support its business.
It was rumoured that cpx had an offer some years ago.

[celeritas] 03/12/2020 10:20

Alternately, Maxwell's experience with Tesla raises the possibility that Skeleton could be acquisition target of an EV maker as well.

[celeritas] 01/12/2020 13:30

Allenby Capital TMT Update - 30.11.20 - CPX.L
CAP-XX Ltd* (CPX.L, 6.8p/£30.1m)
AGM update: New production lines shipping in December (25.11.20)
• Following the successful installation of the former Murata production lines in CAP-XX's new facility at Seven Hills,
Sydney, the company is now in the process of manufacturing product for the first product shipments to customers in December. This is in line with the company's previous guidance.
• Management reports strong levels of enquiries for the new DMF, DMT and DMT lines and the level of the order book provides confidence for the outlook for CY21, in spite of the challenging macro-economic picture.
• The total order book (including its existing product set) has increased by more than 10% in the three weeks since the company announced its FY results (03.11.20). As at FY20 (June), the company reported that its order book was more than double the value at the same time in the previous year.
• CAP-XX continues its twin strategy of product manufacturing and IP licensing and will turn to litigation where necessary. The company reports further progress in the pursuit of its various licensing and patent infringement cases. Allenby Capital comment: An encouraging update and the move into production with the Murata lines represents a major milestone for the company. As previously argued, COVID-19 created a number of additional challenges for what was already an ambitious project. Limiting the impact to a three-month delay and coming in within budget will represent a considerable achievement. The levels of enquiries for the products from the new lines as well as the growth in the order book for CAP-XX's existing product set is also positive. The second revenue stream of IP licensing offers the potential for high margin revenue. There was some progress in the case against Maxwell Technologies/Tesla earlier this month with the case referred to a magistrate judge for alternate dispute resolution (ADR) but also a timetable was set out on how the case will proceed.

[mattjos] 30/11/2020 11:28

irrespective of the IP infringement case, the mkt cap is just all wrong given where the business is now.

[donald pond] 30/11/2020 10:46

Interestingly now that TSLA has moved to SPY, there are rumours of a $10bn placing to help out ETFS that would otherwise have to buy in the market. You would have thought if the claim had any merit lobbing a few million CPX's way and perhaps having a future licensing deal would be the easy option. It wouldn't take much to be totally transformative for CPX

[celeritas] 30/11/2020 09:32

It's the start of a new era for cpx, next year should go gangbusters. I urge anyone to read post 6212 from mattjos for what could be a huge added bonus.

[meijiman] 30/11/2020 08:51

Indeed...and when Tesla is forced to buy the company it will have to pay a decent price. Hee hee.

[roofer2] 30/11/2020 08:09

Brilliant start to the week, institutions are adding yet more shares to their holdings, no brainer at these prices !
Imo

R2

[sidam] 28/11/2020 22:47

That is really very helpful.
Thank you very much indeed.

[bomber13] 28/11/2020 17:39

Please see Allenby's archived research dated 29th November , 2019 -

[dozey3] 28/11/2020 17:07

I’m not greedy. Just o.oo1% of Tesla’s cap will do.