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Another week in paradise...
The arrogance of youth...
Joint motion for Teleconference...seems to be initiated by Maxwell.
I will see if I can get myself an invite!
'Hi Anthony it's Elon here...let's cut to the chase......'
Also not really sure what you're hoping to achieve by pulling stats from 2016 out of an old RNS?
You and Open seem to have the same rhetoric day after day.
If you're overexposed and don't know what you're doing or why you're holding, sell some.
James, unsure what your experience of business is but you do not report every single deal that goes on the board.
At least they're RNS'ing it.
For the final time, the numbers are in the annual reports & allenby reports.
Real businesses work to quarterly/annual figures, not chasing quick cash.
Perhaps he learnt his lesson as the second order never happened !!
This is what I mean by numbers...a contract win with numbers projected, why hasn’t AK provided similar ? Perhaps I’m being foolish or just plain stupid however to me , the company must have an idea how much revenue each deal is going to potentially provide...
First high-volume order for Thinline supercapacitors
CAP-XX, a world leader in supercapacitors, is pleased to announce that it has received its first large order for mass produced Thinline supercapacitors.
The order, received from a US customer, is the first high-volume order received by the Company for an 'Internet of Things' (IoT) wearable technology consumer device for the fitness and health markets and represents CAP-XX's single largest order for Thinline. The customer will distribute the product to large OEM manufacturers in addition to performing direct sales.
The initial US$0.4m order is for delivery of units commencing in late 2017 and continuing into early 2018. Mass production by the customer of its product is scheduled to commence in November 2017, with the first sales to consumers targeted for early 2018. The directors of CAP-XX anticipate securing a follow-on order for in excess of US$1.0m in the first half of 2018.
Or ‘that’ call comes in ;)
Why would you want AK to waste company resource in doing that.. they're not bloody car salespeople.
There are numbers - I've shared them right below?
I'm confused as to whether you're really expecting a detailed breakdown of the company accounts every time an RNS'able deal is closed?
I don't close a deal in my business and then straight away update annual forecast figures?
Not expecting anything PC01. What I’m saying is that without numbers we won’t move forward...
Oops, should be offer not bid
MM's seem to be dropping the bid on each purchase despite there being some quite large buys they keep dropping it .... ah well, I just remember back to last autumn when we Rose to 13p ... it'll go up when it's ready (just rambling)
James - the point of my msg this morning was exactly that. There is no huge value in these contracts because if there were they would have to guide as such. What we - the shareholders - are being urged to think about is the growing subscriber base for the IoT usage. So i think you will be disappointed if you expect a huge uptick in profit...
These are new contract wins Ben unless I am mistaken. These wont be in any reports hence we don't actually know what they are worth to the company. AK must have an idea on what they are worth ? No ?
I cannot be bothered to reformat it on your behalf, but the numbers are there. Google 'Allenby Cap-xx Report'.
AK is not going to micro-communicate every deal value to the market - quite frankly I don't want him to as it's a waste of time.
Year End: 30 June
(A$'000) 2019A 2020A 2021E 2022E 2023E
REVENUE 3,205 3,588 4,113 6,449 11,188
EBITDA† -1,793 -4,447 -2,146 -23 2,989
ADJ. EBITDA* -1,609 -1,584 -606 127 3,139
ADJ. PBT* -1,954 -1,766 -1,081 -348 2,664
ADJ. EPS* (c) -0.62 -0.46 -0.15 -0.04 0.32
NET CASH 2,429 2,895 592 1,129 2,778
EV/REVENUE (x) 18.4 16.3 14.8 9.3 5.2
numbers are in the annual reports, literally spelt out in the Allenby report
What are you not sure on James?
5 or 6 new deals since January , fantastic vote of confidence for CAP XX. Once again though disappointing to see no numbers, not even projections of potential numbers. I cant believe that AK has no idea of what these deals could be worth to CAP XX...more smoke and mirrors for me.