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Regarding the Order book for the current CPX products (i.e. not the new Murata lines) being more than double the level at the same point last year. Same point last year was A$3.9m so more than double looks to me like it could be A$9m from the current Order book which doesn't include the Murata lines.
Murata project: first shipment of the production assets acquired from Murata is being installed in the new Sydney facility. Second and third shipments have left Murata and are in transit. One is on the water, the final is at Kobe port and is awaiting a ship. Due to COVID-19 disruption to shipping schedules, there is likely to be a delay of up to three months to the project. This also reflects the restrictions on the movement of people in/out of Australia/Japan. CPX has set up remote engineering support around the installation and commissioning of the former Murata production line.
Ioxus patent infringement: CPX remains confident of winning but no longer expects any significant financial return following the sale of Ioxus assets. Management believes a successful ruling will help in other patent infringement litigation/licensing and demonstrates that CPX will defend its IP.
Allenby Capital:- Order book for the current CPX products (i.e. not the new Murata lines) more than double the level at the same point last year. Demand across multiple sectors: medical, security and telecoms.
Allenby Capital comment: The three-month delay to the project to relocate and recommission the Murata manufacturing assets acquired at the end of last year will not come as a huge surprise given the disruption caused to international travel by COVID-19. Although the transport of goods has not been restricted, the volume of available shipping has been significantly reduced. There have also been challenges in securing other materials for the fit out of the new facility in Sydney and management has had to work closely with the equipment manufacturers and Murata in order to develop remote engineering support. That said, the asset purchase remains a unique opportunity to transform CAP-XX's profitability by increasing revenue and gross margin at the product level for a minimal capital outlay. COVID-19 has also impacted product sales in Q4 but the outlook for supercapacitors remains positive across multiple sectors.
Allenby Capital's latest report is at:-
http://www.allenbycapital.com/research/research-cpx_35_2348241006.pdf
Supercaps will double the new Tesla battery life? Not if Musk's statement that electric cars have no need for ultracaps can be believed (at least to support the battery). He doesn't have the best record, mind you.
Pp1, I’m also looking forward to the postponed battery day of Tesla. But I think supercapacitors are not yet announced. First step is batteries with a better density of the cells. The supercaps will later be added as separate component and after this they will be integrated in the battery (this is where I’m still hoping this is already done in the Murata high drain cr cells). Only thinking outloud
Tesla's new battery may well extend battery life, however, think how much longer the new Tesla battery life will last with supercaps. Supercaps will double the new Tesla battery life.
Microsoft was founded in 1975, listed in 1986 and didn't take off until 2000.
Yes, Tesla's new battery with supercaps.
We are all in for a real shock when Tesla announce their new battery!!!
It's time the world was using supercaps with batteries because they extend battery life. They can double battery life. We need to be using them with batteries to help our planet and save on waste.
Thank you Tradingdutchman - Great webinar from AVX.
AVX states on this webinar we’re at the tip of the iceberg with prizmacap - machine robotic assembled - slimmer working voltage - ultra lightweight, ultra thin, low profile, very customisable completely customed to your design - can be circular, ovular, whatever the customer needs.
Watch the webinar posted below by Tradingdutchman. It's worth spending the time.
AVX Corporation - Webinar Coverage:
- Why batteries potentially lack in a design and how supercapacitors can aid or replace them to extend life time.
- Brief how and why it works to implement a supercap.
- Small-Scale concept study.
- AVX SuperCapacitor Product Portfolio.
- Takeaways from the webinar.
Not sure anymore if posted before, but a webinar from avx on how to double your battery life:
https://m.youtube.com/watch?v=C7sjwv4PFmc&time_continue=1243&feature=emb_title
https://www.facebook.com/841203462589968/posts/3071928196184139/?d=n&substory_index=0