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Agree... and look now!
Well People I think you are crazy . I always say that "nothing is forever" and while on line shopping is doing well now it wont necessarily last. I was listening to something the other day about the amount of water cotton manufacturing uses. That cant go on forever. How many of us have said "I wish I had sold when it was X price". If you have a 15 bagger and don't sell that's down to pure greed. But its your money. I hope it continues to rise
Tysonfury123 - I'm also invested in Boohoo and have been since 2015. I bought at 27p and they're now 383p. I buy for the long term and by long term I mean 10 years plus. I will be keeping my Boohoo shares for at least another 10 years and probably even longer. I have two shares CAP-XX and Boohoo. I like to have the time to research thoroughly and to keep up to date with what's going on with each of them hence why I have only two shares.
It may be naive of me but it does look like the company is trying to put things in place and be more in control. Got to be better. If the tech is good and it’s proved to be so , ideal to be bought out? At a later time. Wouldn’t be the worst thing for investors
What else you guys invested in? I’m seriously thinking of going in on NKLA.
And with the good news that sales orders are more than 2 times the same stage last year they must be creating the pipeline . Once the 3v is available on the new line They will have a chance to mass market !
CAP-XX have appointed two new vice presidents for sales within about the last year. One for Europe Marco Ranelli and the other one for the Americas who was recruited from Ioxus.
I would expect them to be increasing sales with the existing Murata customers and finding new sales for the Murata's CAP-XX supercapacitors and for the 3v prismatic supercapacitors.
For me, the way for CAP-XX to expand is by having control over their own manufacturing and sales.
Supercaps can double the lifetime of batteries. This also helps the planet and saves on waste too. We need to educate everyone on this so supercaps are used with batteries by manufacturers in all their products.
So why aren't we pursuing XS ??
Open....like you i have a large long term holding and therefore understand your frustrations. Whilst i mention this deal as make or break i am not of the opinion the sales team can be given time for it to be completed. XS power continue to sell Ioxus products that are effectively CPX IP. Ioxus have also had problems with recalls so i would expect opportunities to appear in the pipeline that's what sales people do build a pipeline of opportunities and close deals so i expect other news because if all they can do is sell into existing murata customers that's just taking orders not selling.
.... and, we have the huge advantage of an order book in the millions ready to buy these thanks to Murata ...
When we are up and running with the new plant then the newly appointed sales team will have something to get their teeth into, so it's not just a timescale related to completing the install but seeing sales come through from it and impacting the bottom line......Time people time.
Spot on vanilla. This is all about how CPX deals with and attracts new customers and that is a separate skill than R and D. Posters moan at me for being pessimistic. My problem is that I seen it all before i.e. they produce what they say is a world beating project but they cant sell it. There is no doubt Covid-19 could not have come at a worse time for CPX and the acid test will be whether they retain Murata's former clients. Lets hope they can . Maxwell I suspect will run and run as we have an opponents with bottomless pockets. Bur what do I know
It could be.....it's all going to come down to the success of the murata deal including the retention and continued business from their customers. There is also the impact of Covid19 to consider which it is claimed will delay progress by 3 months and affect order timescales. For long term holders this feels like make or break time and the share price reflects past disappointments. If successful you could obviously look back and see this moment as a good time to invest......hindsight is a wonderful thing. I'm keeping hold of my shares as I think it's potentially a great deal that will work out well but it's not without risk even at these low prices.
Certainly worth a “punt” then
I was trying to buy in below 3 p but if this can “go” 3.1p would be a bargain
Just reading your post TF about the too good to be true but re the Murata purchase. I think but may well be mistaken that this line of business for Murata is literally 1% of their total sales. So i think they r in process of tidying up what they want to be doing and CPX the only interested buyer. Serendipity i think.
Everyone has to make their own decisions but the share price is at rock bottom at the moment and if it climbed x10 the mcap would still be relatively small for what revenue/profit is being forcast for the next few years. The share price reached around 18p based on potential that never materialised. Now this murata deal has come out of the blue to a certain extent and seems to give CPX much more control over predicting/achieving revenues rather than relying on royalties from 3rd parties.
Sounds like they could have a “nice little company “
But is there enough there - demand , sales,
Profit to make this into a “nice little earner?”
Could the company really snowball (quickly)?
We all need to have patience but I’m wondering whether I can become a multi billion company.
Or is it more likely it builds up, and as you say, gets bought out for a tidy return (but not re to retirement)
I am wondering if going big on Nikola would be a wise move / bet.
On page 10 of the link in my post below for Murata's CAP-XX supercaps:-
When you have a problem about low battery power, Murata’s supercapacitors can support it. Connecting the supercapacitor to your battery in parallel can boost the power in your device (Fig. 17). This will enable you to improve product performance and quality. For example, it can improve RF transmission distance to be long, bass sound quality and so on.
On page 8 of the link in my post below for Murata's CAP-XX supercaps.
2.3. High power
Murata’s supercapacitors have high power in a slim package. Lithium coin batteries (Li-MnO2), lithium thionyl chloride batteries (Li-SOCl2) etc are being used widely in long-life devices. However those batteries have only quite low power (Fig. 14). In this reason, devices with those batteries are limited to low power function. Even though alkaline batteries or small lithium ion batteries have higher power, it will have shorter life time under high-power load. Murata’s supercapacitors can assist those batteries for high-power function or long-time working with their quite higher power (Fig. 14).
Useful reading on Murata's CAP-XX supercaps.
From the RNS on 16 March 2020 for the Interim Results:-
Work continues on the Company's 3 Volt prismatic supercapacitor product to adapt it to the Murata production lines and on new chemistries to further improve product life and performance. The Board remains confident that its 3 Volt prismatic supercapacitors will be a significant source of revenue going forward.
We really do need an update with regards to 3v tech, it should have been a launched by now.
TF......In addition murata had to pay royalties restricting their profit margin also the licence agreement was extended to include batteries so who knows whether this arrangement was modified as part of the deal. Murata clearly want CPX to build this into a successful business and with future advancements such as 3V technology and greater demand for prizmacap as the market develops maybe murata will buyout CPX when they become a £100m business that would be a more significant contributor to their revenue.
Tysonfury123 - Murata have had a licence with CAP-XX for many years. For me, they've built up a good relationship together. Murata know CAP-XX will look after Murata's customers for CAP-XX'S own supercaps. There's not enough money to be made in supercaps at present for a billion dollar company like Murata so it makes good business sense for them and for CAP-XX to take over manufacturing and selling their own CAP-XX supercaps to Murata's cusotmers. This is what CAP-XX need to be doing manufacturing and selling their own supercaps. This is where CAP-XX can make money. All profit made can then be reinvested back into CAP-XX's manufacturing to make more and more profit.