Cap-xx Share Discussion Threads

[mattjos] 06/2/2021 19:06

Only one way, imo .. still too cheap given the scale of the opportunity & the way the business is now set to meet demand

[allstar4eva] 06/2/2021 17:16

Yes and the market looks ahead with sentiment often the key driver so this could go anywhere...

[sidam] 06/2/2021 16:14

If you go back to the November 2019 note, Allenby suggested that the company could make a small profit this year to June and over £4m to June 2022.

[ilostthelot] 06/2/2021 15:21

Basem worth while reading bombers post again.

With a very strong order book and the murata project now complete, focus will be on producing and sales which ultimately lead to record profits.

2021 will be significantly better than 2019/20.with the added bonus of a potential payday from the ip infringement.

[ilostthelot] 06/2/2021 15:12

bomber1325 Jan '21 - 15:01 - 6577 of 6687

Very much appreciate this post.

I've been reading through the past rns and allenby research notes your post pulls all the things together well 👍

[basem1] 06/2/2021 12:36

Well with the market cap currently at 52.5m GBP The word profit has to appear soon for me You could already say we should be making £2.5-3m profit to justify the current market cap Until we do the share is not for widows and orphans at the current level.

[roofer2] 05/2/2021 16:46

It’s been a frustrating hold over the years, I was vocal many year back about AK, times have changed now, the world has woken up to super capacitors we have a state of the art production facility plus court cases in our favour to protect our IP.
We will make a profit this year end with many £millions in the bank, I can’t find a better investment!
Imo

R2

[basem1] 05/2/2021 16:34

Yes and I was here the first time round probably about 6 years ago ( the chart on my phone will only go back 3 years ) I started buying at 2.5p and traded in and out all the way upto around 15p. Parked it on a disused monitor and noticed it had woken up again last November.

[roofer2] 05/2/2021 16:27

I think it’s great that investors make money when selling any share, I’m holding many times more than I ever thought about holding as research point me to how much I get in return.
It’s when ppl just come here after a ride to attack the company by asking silly questions when the answer is in either company RNS or Allenby reports, that’s much more annoying imo
Gla

R2

[meijiman] 05/2/2021 14:39

Yes, but few even here will bother to read the report and accounts. There will be some trading here who really have no idea what the company does. Hey just reminding myself of those bullet points makes me think of buying some more!
I did note the automotive reference at the time and took it very positively. The last thing AK should be doing is getting involved bigtime in OEM automotive supply using the companies own cash.

[mauricemonkey] 05/2/2021 13:48

Quick skim of the annual report,

Some tasty morsels to whet the appetite, but in short, lots of runway for growth here:

Page 5
As demand builds, the Board will look at how to best grow sales, potentially by adding new capacity and/or new product lines.

Page7
the Board may pursue a strategy of partnering with automotive and military Tier-1/Tier-2 suppliers, through either a new license agreement or a joint venture, to
supply the automotive markets.

Several other license agreements are at differing stages of negotiation

Our licensees’ product lines and sales activities are also increasing our exposure to markets and customers that were previously beyond the Company’s reach.

Page 8
To stay ahead of the competition, the Company is developing a strong pipeline of new products

[mattjos] 05/2/2021 13:44

you're better man than I … I cant keep track of more than 6-7 max at any one time.
I'm quite sure the half you kept will serve you well for the future if you can resist the temptation to sell

[basem1] 05/2/2021 13:32

Also holding 17 stocks at present which is way above my comfortable 10-12. But historically the markets are very hot in January and February and that is when the easy money is made

[mattjos] 05/2/2021 13:25

not being sarcastic basem1 … making a turn is better than many others manage & you can still get to a big sum with lots of turns as well as with a few long-term investments. It's more about doing what works for you & if you can do that successfully then, that's all good, chap

[basem1] 05/2/2021 13:09

I still retain a decent holding here

[basem1] 05/2/2021 13:08

Just the usual sarcasm about trading coming through from Mattjos There has been plenty of times in the past where I have not taken a decent profit only to see it vanish and not return. I try to play the long gain but banking quick 4 figure sums is my optimum.

[mattjos] 05/2/2021 13:05

delighted you are happy with your £2k basem1 :-)

[jbravo2] 05/2/2021 13:02

Blimey, I don’t think anyone was seeking an apology :D
I’m pleased it’s all “working brilliantly”

[basem1] 05/2/2021 12:56

We all have our strategies and mine works brilliantly for me I always buy twice as many as I need at the token low point and sell half on the way up I am not going to apologise for making an easy £2k for pressing a couple of buttons over a 48 hour period.

[mauricemonkey] 05/2/2021 12:09

At work at the moment, but the annual report, dated 25th November, is here for those interested:

[mattjos] 05/2/2021 11:59

I doubt we'll have to wait that long

[meijiman] 05/2/2021 11:56

Twas ever thus Mattjos..I call them the fish supper and cigarettes/beer brigade.
This has 20p all over it...but that will be post the interim results.

[mattjos] 05/2/2021 11:44

These will back at 14p in a flash before some other myopic fools sell some for a quick turn but, wont be long after before it breaks out to new highs thereafter & then they'll all be back paying higher, riddled with sellers remorse.