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About a month ago, I read Mahmud Kamani, one of the founders of Boohoo, had invested millions in a placing for Avacta at 18p a share. I looked quickly at Avacta. I thought pharmaceutical too high risk for me and Mahmud Kamani has billions so he can afford it. I dismissed buying Avacta. Avacta are nearly £2 a share now. Lessons learnt for me. I shouldn't have dismissed it. I should have done loads of research before making any decision. We all make mistakes and the most important thing is to learn from them so you don't keep making the same mistakes over and over again. There are always good share buys out there. It's about reading widely, picking things up from your reading and researching shares thoroughly that prick your interest.
Op/james/jimbow/iwgrod/tranny/bunny or whatever other accounts you have, I thought you were having a break ? Funny break. You are posting more, crap, than ever.
People. You still haven't commented on your absolute prediction that CPX would go into profit in 19/20. Got that wrong didn't you. The only consolation is that rampers who "understand CPXs products" come and go and do the latter when the realise that they have backed the wrong horse. Still we are now coming into the final furlong lets hope AK proves me wrong.
The problem is with posters who don't understand CAP-XX's products, uses and markets. If they spent the time learning to understand them instead of spending the time posting on this board then we would all be in a much more productive place on here. When you don't understand a company you've bought into and you don't try to learn to understand it then you're a fool to yourself. Spend your time wisely and not foolishly because it's much more rewarding.
Closing down...good riddance !!!
Iwgrod you take life too seriously. I genuinely believe AK has had his time and is and has not shown the business nounce to drive CPX into profit. I believe he has a sheltered existence for many years and been looked after as a "home grown" engineer. Time now to deliver. The question is how much time? You clearly know much more about the product and its position in the marketplace. but we have heard all this "world class" stuff for years. Bottom line is why doesn't it sell? You believe in tomorrow. The problem is tomorrow never comes . PCO1 don't worry about the tenner I just wanted to make a point ie that with CPX there is "always something" which scuppers their plans. That's I am closing down for a while as we wont hear anything until after H1 20/21
The point is that every time a company spends money it spends shareholders money. It would be virtually impossible for a company to grow without spending shareholders money. Open is criticising AK for investing in the Murata kit. The very kit that gives the opportunity to increase sales and become profitable. Which is the very thing OS criticises AK for not doing. I suppose if you argue against everything, equally for and against you'll be right some of the time. It is the total repetitive, continuous, conflicting negativity that has ground me down into this. Moan about the share price by damning everything the company does, great strategy. No it isn't all roses by any means but a balance would be nice. Join the fab club? Be the first member? Thanks for the kind thought but not until I see a different OPENSPACES.
It's a beautifúl day and you are still arguing like little girls at the disco. What Open says is absolutely correct. The company - each time it raises money does so by diluting its existing shareholders. It cannot borrow any money because it doesn't make any money. The 8p raise (of which I was a sociable sized buyer and for which at the time there was a huge amount of jobs for the boys comments from most of this board wishing they'd had the look) was a complete shambles, created absolutely no value but kept the company afloat. The 3p raise at least bought an asset for the company that will, I believe, transform the opportunity for the company to move away from just dependence upon its R&D and into production whereby it can pay the bills and start to find its feet - grow up if you will. it is most unlikely that shareholders will give the board another chance should they run out of cash again, so we have to hope the 3-mth delays are just that. I'm not sure - even with the gov't rebate, there is much left in the tin if they overrun by much more than that. But, and this is the bet we are all making, should they get up and running, keep the Murata portfolio of client s happy and grow out their own products then they will, by this time next year, start to look an extremely cheap option.
Open I owe you a £10-er. I'll match it and give it to a charity of your choice if that works?
Of course I know how public companies are funded but I look at any company's viability as if it was my own home. It is of course easy for me to build an extension i.e. I can borrow money but importantly I have to pay it back. I believe I recall reading somewhere recently that AK opted for a placing instead of using his overdraft. That's easy you borrow somebody else's money and don't have to pay it back. Yes that how companies work but the more placings that occur the less confident you should be that it will ever be profitable. That's how I see the basics. To me perception is everything . Take it you wont be joining my Fan Club
OPENSPACES go research how public companies are funded. CAP-XX has no debt, does that make it easier for you. Do you ever go back and read your posts? I'm pretty sure if you did you would think (!) at least twice before posting again.
Open you and your little troll crew are really showing your true colours.
Lets be clear CPX did not buy Muratas equipment. It was purchased by shareholders putting up the cash and existing shareholders losing value. No real profit will be made until those costs are recovered in profit. It is AKs job to do that
In March 2019 CAP-XX stated “The ongoing growth in the pipeline of major new sales projects has given the Board the confidence to start examining options for expanding production capacity” and they did exactly that by buying Murata’s automated production lines.
And all profit made from the purchase of the Murata's automated production lines can be re-invested back into CAP-XX so production capacity can be expanded more and more.
If you scroll up to the top of the page it says in big letters 'London south east' Hardly misleading, but yes they do have a lot of problems all the time.
I think they all left this lse ( london south east) board and moved to the advfn board. They may have the same user name or have changed them.
This lse board gets so many things wrong like share trades being missed out. Also, buys/sells guessed by the lse computer don't take into account the time of the trade and what the bid/ask prices were at the time of the trade if it posts trades late. So, you can't rely even on the lse computer's guesses for buys/sells.
And this board is called lse which people might think stands for london stock exchange when in fact it stands for london south east. A bit naughty perhaps to try to confuse people in this way.
Think advfn is a good share board. Lse has issues with the platform being slow or not working for years now. Lse sort it out please.
Just had a reply from tly board you can find him on advfn (GW)
I know GW was posting on totally but he has not been doing that for some time. Totally going places for sure.
What about Tech Tom and his Twitter group ?
Wheres Jimbob & Graham..
Brilliantly put Kencarv and thank you.
Where's Tech Tom and Profit to back you up?
Just to reiterate this, CPX for the last 14 years has operated as an R&D company, developing SuperCapcitors that are more efficient, smaller and offer different power capabilities vs traditional lithium batteries. As a collective of incredibly smart people, their business model has been to partner with the worlds leading electronic component companies such as Murata, AVX, TDK and others.
These billion $ multinational companies have far superior resources to begin adoption by complex manufacturing processes.
Murata has switched the licencing strategy to focus on the development of Automotive Supercaps and has an ongoing relationship with Cap-xx.
As part of this switch, they agreed to sell the $14m production line they invested in to Cap-xx for circa $3m, as well as letting cap-xx inherit their customers and order book.
Please see the update on this from the recent 'Trading Update' RNS:
"As part of the project to transfer the former Murata manufacturing assets, CAP-XX has acquired the outstanding finished stock of Murata supercapacitors, which was manufactured to facilitate the transition of Murata's customers to CAP-XX. Direct product sales from CAP-XX of the expanded product range have now commenced, supported by the launch of a new CAP-XX website."
Not only do Cap-xx have world-class technology, which companies with billion$ revenues are paying millions to access, but they are also about to become a direct to customer manufacture, producing all components themselves, elevating them into the manufacturing space. No mean feat as this is an industry with a very high barrier to entry and only a handful of credible players - before the end of the year, Cap-xx will be joining these on the global stage.
Their sales strategy has been focused on continents, with leads in Europe, Asia and the US. In this post I will not go into their product range but I suggest you take a look at the variety of use cases; Automotive, IoT; POS; Wearables;
The big news is the Murata production line purchase, it's not secret news. It's going to be game-changing, clearly, and take Cap-xx from an R&D company into a manufacturer with global reach and leading tech. This pandemic means that innovation programmes that are seen as a 'nice to have' will suddenly be prioritised as BAU is disrupted and adoption of IoT / Wearables etc. will happen in months not years. This plays right into Cap-xx's hands IMO and the company will hopefully be at the right place at the right time to capitalise on this.
There are no secrets here, it's all right in front of you, so people new and old I suggest you read the facts, look at the world, the potential of this company and make an informed decision about whether Cap-xx is an appropriate share to hold in your portfolio for the next 3/5 years.