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http://www.avx.com/press-releases/critical-components-for-the-healthcare-industry/
"Recent results of a survey on the impact of the coronavirus displayed a shift towards more positive expectations and minimal impact to the electronic components industry," by Electronic Components Industry Association (ECIA)
https://www.controleng.com/articles/survey-on-impact-of-covid-19-on-electronics-industry-released/
Equally ramping is the other extreme. We all have opinions and should be allowed to express them without fear of ridicule. The bottom line is that in recent times we have gone from the mid teens to less than 2p. Whilst there may well be umpteen different reasons for this some blame must lie with the board. To not accept that situation is to me unfathomable
More FUD.
I have been interested in the products of this company for the last year and have been watching closely looking for something that would give me trust in the directors. The absence of updates to shareholders left me suspicious.
Ive been studying trades on this share over the last year. Easy to do really considering the low level of daily trades. I have found that over 75% of trades have been buys despite the decline in sp. This supports the institutional gathering of shares when retail investors stood off. This finding is as evidenced in the formal announcements. So why have the institutions been accumulating. Only conclusion you reach is they have better insight than retail shareholders.
Ive also been analysing posters on this bb. Many backed off months ago as sp continued to drop. Suggest some were in the know as to what was going on and sold in the knowledge they would have a chance to buy in cheaper.
The reality is this business looks financially vulnerable and open to a cheap buyout. With retail investors confidence shattered on this then any recovery of sp looks like a pipedream. This is my opinion which should not be removed from this board as freedom of expression is a basic right. Ive also said nothing in a derogatory way.
Aim is full of manipulation and why should this one be any different. Why cant directors be straight with all its investors? All very suspicious to me.
Lets see if this gets removed.
...Interesting that the first trade of the day 225,000 which dropped the SP 5% has been susequently deleted .... accidental ?
How true that is...!
Looks like control is being exerted on both the sp and this board. Well there is only one conclusion you can come to as to who is doing this. The scale of manipulation on aim is quite flabbergasting and quite worrying.
I think you are correct about that, and well done to the board administrators for their recent vigilance in removing posts...
I think Open assumptions are dangerous in this febrile world. The last press release suggested all progressing, with the first shipment having left Kobe and en route to Sydney. The company has plenty of cash to last a 6-12 month delay given their cash burn and the future R+D payments they are expecting to get. I would think if they mothballed everything, equally that would be something of which they would have to inform the market. And if the Aussies can frolic on Bondi beach, I'm thinking they can continue to build a factory (!!) - joke! Afraid we are in the lap of the gods here but not sure much point in trying to sell and then get back in so either sell and take a 75% loss of just wait for the sunlit uplands. I know what I will be doing...
Oeps, I might have forgot something important: Malaysia (Penang) has a total shut down of the factories. This might affect cap-xx also. I do not know how many production they are still doing there.
OS, not so sure if they are affected so much.
From demand point of view, totally depends on what their customer base is. I can imagine that certain electronic products are sold way more (people in quarantaine, getting bored and buying far more online. A friend of mine told me they had shipments like it ws x-mass. Also do not forget Medical and health monitoring stuff). So difficult to judge.
Availability of rough materials could become a problem but I do not hear yet about supply chain issues of rough materials. Seems to have limited impact.
The only concern I have is the start up of the new line withoutphysical Murata engineering support but I think that wil be limited since I assume the Australian engineers already joined Murata when the line was still operational for training purposes.
We simply do not know the situation. A Press release end of April would be nice.
https://www.cap-xx.com/ I'll make it easy for you as you dont seem to check out the facts for your self. Companys at the moment tend to say if they are not trading at the moment.
If they answer the phone they are still trading simples
Phone them up and ask open you know we dont know the answers
It's difficult to say how much the global electronics industry is being effected by the lockdown so how do you know there's 'no money coming in '?
Maybe not as bad you suggest, so i had a look at TT Electonics' recent covid update as a straw poll of the electronis industry (hardly a rigorous approach i know)
'To date, disruption to the Group's trading performance from COVID-19 has been relatively modest'
I suspect CPX is in exactly the same position as many other businesses i.e. figuring out whether they can afford to carry on trading and paying salaries with no money coming in . Whilst they are in a fortunate position in that they only have to pay half salaries has there been an update about additional Aussie government help for R and D firms? Also an update about the progress of the new production line would be useful or should we just assume that everything has ground to a halt ?