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Best thing you can do (maybe second best thing) is ask the only people who know, mail investors@cap-xx.com with your question. He has always replied to me, sometimes he even called to discuss. You have email? Much more likely to get an answer you won't moan about.
Kencarv. The only definitive comment I can find was months ago when it was said Management reports good engagement with Murata customers. Sorry but that tells me not a lot
we do know, because it's in the RNS. I'd suggest reading them.
OS, you're a troll, it's so clear and I really hope you're better at digging holes than trolling.
About retaining costumers of Murata. The product is not a commodity which means it is special designed in the final product. I judge that this is a low risk. The only thing what could have been happening is that some built up their own safety stock on top of the one prepared by murata. But I do not expect costumers stepping out in this phase. This will happen in case quality or supplies appear not to be reliable...
Hi OS, not sure if COVID is negative affecting.
For sure the murata line was delayed due to COVID.
But we know for example that spire health tag has seen a serious growth identity COVID. What we simply do not know in which extend the other costumers and licensees are affected. Could even be no effect or even a positive effect.
I guess our eggs are now all in one basket then Kencarv. We must hope that we have retained all of Murata's customers (and some) Any figures on previous turnover and predicted profit ?? Obviously I would suggest this years royalties will be affected by Covid.
Open! How’s the hole digging?
Maybe check out the recent RNS - the Murata electric coating line is in and being turned on in Oct.
Many thanks
Ken
Thanks for the heads up TD.....
And "Open", you have no idea how good it is to see your dulcet tones in print again...
Today I came away from a board with 790 messages to here and found only 6 (2 of which were mine) so any comment is better than none....keep it up as they say :-)
OS, did I already mention that I missed you ?? I really gave you already some balls in front of the goal lately :-)
Now that battery day has come and gone , its forget about Maxwell then slowly , slowly ..ultra cautious testing... sounds like jam next year to me. As I said there is always some excuse with CPX
VR, I think AK would like to move faster but isn’t allowed due to automotive quality release phases... the reason is that manpower and location are changed which is considered a major change in automotive environment. For the rest, I fully agree ;-)
And another 300k today.....
Some peeps selling out, thankyou, no doubt thinking Elon was coming to our rescue..
Forget about Tesla, at least where CPX is concerned, if it happens it will be icing on the cake but we have some great news coming I am sure with our own products now being produced.
Looks like from the last RNS that AK is being ultra cautious with testing the newly produced DMF and DMT ranges to make sure no hiccups when introduced to the market......slowly, slowly.
I believe they are and so purchased a further 250k today.....:-)
If you believed these articles you might think the shares were a buy.
Looking forward towards the next blog...... Will be “soon”.... :-)