Cap-xx Share Discussion Threads

[petewy] 17/2/2021 10:13

just about pushed thru 12p

[greek islander] 17/2/2021 10:05

bbluesky
Thanks good to be remembered. in the last 5 years I have continued to build my stake here and though nowhere near a takeover bid, cpx is the major part of my portfolio alongside recovery stock Burford and retailer Next. It is interesting for me to return here every now and again and get a feel for how the punters are thinking.
With the economic recovery likely now in UK guess it is a good time to buy shares though my policy in general is to build a holding in stock in companies I know well.
Could be an exciting year ahead on the stock market.

[allstar4eva] 17/2/2021 10:02

The news was posted here from the lse site last week...

[jeanesy] 17/2/2021 09:48

Link up with E-peas could be very significant news. Price moving up slowly this morning. Perhaps the news is starting to sink in ?

[grabster] 17/2/2021 08:12

Thanks RA. At first glance I thought e-peas were an already established global rival to CPX, before seeing the tie up between e-peas, CPX and Epishine. Again it looks like the news in yesterday's rnsnon was in the public domain several days earlier. Seeing the connections that e-peas have reinforces the significance of CPX's announcement.

[royalalbert] 16/2/2021 20:06

Click the link for the e-peas site, click news, good read.

[joeblogg2] 16/2/2021 19:48

ok thanks found iT:
CAP-XX continues to pursue a similar patent infringement action against Maxwell Technologies, now a wholly owned subsidiary of Tesla Inc. with the initial discussions in front of the Court scheduled during November 2020

[joeblogg2] 16/2/2021 19:46

Can anyone show me where I can find details of the cpx against maxwell and when is this likely to be concluded? thks!!

[charker] 16/2/2021 19:40

Greek islander. It was 18p with a lot less shares. They created loads at 3p and I can't recall if they raised shares at 9p before or after it got to 18p

Anyway, there are millions more now.

[jeanesy] 16/2/2021 19:39

Thanks I think you will find the results are on Thursday. Get your facts right

[royalalbert] 16/2/2021 19:22

E-peas is an interesting company.

[davidbrentsflipflop] 16/2/2021 19:12

yes - 5p by tuesday plank

[bbluesky] 16/2/2021 19:11

Long time no see! Glad you are still with us GI. Wondered if you had gone seven years on the seven seas. Maybe you have and the communications systems have improved!

[greek islander] 16/2/2021 19:06

Thinking that the share price has been as high as 18p four years ago when revenue and productivity were well below todays expectations. Well below short to medium term prophecies. The company brokers Allenby
are being more than ultra conservative. Is it ridiculous to predict an share price of 30-40p by this time next year?

[jeanesy] 16/2/2021 18:40

All looks extremely positive. Watched the epishine produce release. Looks a game changer . Do they have any competitors for this type of product ?

[mattjos] 16/2/2021 18:03

indeed … & this just one of many, many applications.

Adoption should not take long. It's not 'revolution' but 'evolution' of accepted technology so there should not be years and years of testing to conduct by OEM's.

Market is still sound, sound asleep here.

I don't recommend waiting for Allenby .. they are obliged to be ultra-conservative according to rules that bind their stance. They will probably struggle to produce notes with TP's much above the daily price of the shares as they will still be using some old out of date spreadsheet with backward looking multipliers & they can never come close to forecasting how this sort of tech can rapidly take off and grip market participants.

[odsjp] 16/2/2021 17:53

The below link is worth a read (I know it is from the Daily Mail).

When the battery stops working you will lose your gas/electricity until it is replaced by an engineer. It mentions 11 million meters (in the UK alone) will probably need their smart meter batteries replacing in the next few years.

If you think that all first world countries are rolling out smart meters!!! Makes you realise what this technology could do in terms of cost savings.

[bomber13] 16/2/2021 17:51

In early October , 2020 , CAP-XX received the London Stock Exchange's Green Economy Mark , which comprises of companies that generate over 50% of revenue from environmentally positive goods , products and services . As of October , 2020 , 86 companies with a total market capitalisation of over £67bn qualified for this distinction , and , given the growth in funds under management dedicated to the Green economy , this announcement should further enhance CAP-XX's reputation in this regard .

What with today's news following on from CAP-XX's recent upbeat trading update on 9th February , it is getting harder and harder for their housebroker , Allenby & Co , to justify their hugely conservative forecast for the year to end June , 2021 . To remind you , CAP-XX indicated first-half turnover ( 6 months to Dec , 2020 ) of A$2.1m , and , despite the X-Murata plant , now in Sydney , reaching full scale production in January , 2021 , and CAP-XX's order book being up over 100% , Allenby is currently forecasting turnover of only A$4.1m and a negative EBITDA of A$0.9m for the full year .

How can one not get more and more confident of an upgrade with the CAP-XX interims on 25th February ?

[mattjos] 16/2/2021 17:31

Just consider the speed at which you can now deploy devices powered this way!

no need for miles of increasingly expensive copper cabling
no need for piles of coin-batteries & ongoing battery replacement activities
Deployment can be done by any handyman with a ladder and some tie-wraps

companies like CYAN have worked for years to create their systems for mesh-connected meter readers with ultra low power consumption but, they still need batteries to be fitted.
This does away with batteries overnight. you can harvest and store the ambient light energy in the day & keep the capacitor topped up then, have it programmed to 'wake-up' at set times overnight to receive new instructions / report data back and use the stored energy in the capacitor to do so.

This is a real game-changer. The combined win-win for Epishine and CAP-XX is also a win-win for device manufacturers and their customers.

Ramp-up should be exponential

[vinceelliott] 16/2/2021 17:28

Could not find the Epishine press release, or equivalent, but did find this CPX release from 0200ishGMT:
Epishine Selects CAP-XX High Efficiency Supercaps for Thin ...www.cap-xx.com › epishine-selects-cap-xx-high-efficie...
15 hours ago — “We share Epishine's mission to enable battery-free products ... heavy call-out costs of replacing batteries, without in any way compromising on .

[mattjos] 16/2/2021 17:22

cgequityinvest … the application that Epishine are targeting are big, big volumes and those sectors have been waiting for this sort of technology for years and years.
Powering devices like this off ambient internal light with a Capacitor backup to provide energy in 'dark' mode for activation / wifi comms …. this is a major breakthrough.

Epishine's method of manufacture is simple and quickly scaleable .. it has to be because the volumes are going to be huge.
CAP-XX are now in a position to supply those volumes … the technology of these tow companies are so complimentary - it's pretty incredible that both these companies have evolved to this particular point in time with their respective technologies & can now offer finished product that solve so many problems that have frustrated manufacturers of devices such as Smoke Detectors, ESEL's + many, many others.

the combination of Epishine and CAP-XX looks genuinely disruptive to many markets & I would expect rapid adoption by OEM's because devices so powered will quickly gain dominant competitive advantage in the marketplace.

[cgequityinvest] 16/2/2021 16:59

Mattjos

I welcome your comments on this. I did a bit of rudimentary digging on Epishine and it seems it is something of an early stage business - its website stating it launched its first product this month, i.e. after a lot of R & D it is now moving into sales mode.
I can't quite tally this with the statement in the RNS namely "a leading manufacturer of printed organic solar cells".

Plenty of potential here and I think it underpins the quality/competitive advantage of CAP XX products but difficult to get a feel for commercial value and timeline.

[grabster] 16/2/2021 16:52

The same announcement appears to have been released at 7am today by Epishine (or some journal jumped an embargo?). That presumably forced CPX to say something. And CPX labelling was visible during Epishine's product release presentation on 2 February

[mattjos] 16/2/2021 16:32

This RNS only really got picked up late this afternoon. tomorrow will be interesting.

Let's also see if Allenby update their coverage again and highlight the very significant volumes that should flow from this commercial tie-up.

[odsjp] 16/2/2021 16:29

From the Epishine website