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CPX real business and no debt, with a view to seeking to consume the global market in it's sector re their IP...
The Company is in advanced discussions to enhance further its supercapacitor offering and has undertaken a substantial amount of work in this regard. Whilst this process has not been concluded, the Board is hopeful of a positive outcome and the Company will provide a further update when appropriate....The Board looks forward to a strong year ahead.
we all have various views on how the business will play out and some of us have different timelines for a return on investment etc......at 4p CPX is clearly priced with no growth, no forward look, no new licences, products or sales...it's been a tough hold if you did notslice the highs, however, the real prize re the market and products CPX deal in is in sight imo and after waiting and watching the moves I personnaly can wait a bit longer for CPX to realise greater global patents and IP's and product sales alongside it......as has been stated before the transformation from just R&D to licencee and producer has taken a bit longer but the global market and opportunity is closer than ever...Maxwell next and it all lines up :-)
The Company has been successful in winning new business from a range of these markets, such as ABB industrial actuators, E-Ink displays, Itron smartmeters, Ingenico POS terminals, Honeywell scanners, Thales systems, Roche wearable pumps for diabetics, Turck electronic locks, VW dashboards and Yamaha sound systems.
OS specifically what is the downside of all that? Have you actually read the RNS? Research the companies and products a bit before you recycle the same old same old.
Iwgrod, where can I find the information like you mentioned. Do you have any link ? Thanks !
Dutch it was in the last rns
Under Business Environment
The Board believes that CAP-XX's technology provides a competitive advantage over existing supercapacitor manufacturers, such as Maxwell Technologies, Ioxus, Nippon Chemicon Corporation and other Chinese and Korean competitors. While the Board has identified other possible competitors, the Board believes that these other companies are unable to match the CAP-XX technology in terms of thinness, power density, energy density and reliability. Most of the Company's competitors only manufacture higher-capacity cylindrical cells used in large package modules and focus on applications where the combination of thinness, energy density and power density are not important considerations for the customer. These competitor products usually prove unsuitable for the Internet of Things (IoT) markets, which is one of the areas that CAP-XX is targeting.
As reported previously, IoT applications, one of the fastest growing segments of the electronics market, provide one of the greatest opportunities for CAP-XX's products. Driven by customer requests, manufacturers are constantly adding to the functions and applications available on IoT enabled devices. This means that power management continues to be an increasingly important consideration. The other important factor is size, as devices have tended to become smaller whilst their electrical power demands have increased. The Company has been successful in winning new business from a range of these markets, such as ABB industrial actuators, E-Ink displays, Itron smartmeters, Ingenico POS terminals, Honeywell scanners, Thales systems, Roche wearable pumps for diabetics, Turck electronic locks, VW dashboards and Yamaha sound systems.
all very well but is the income from that that new business included in the results for 2019 ,or still to come in the current or future years. ?If the former then it hasnt amounted to much?Maybe the cheap as chips variety ?!Also why no RNS - because its small beer?
If still to come I wish they had made that clear.
https://twitter.com/surprised_trade/status/1193835583526834177
CPX it's just 4p.....you'll need to join the dots, then take a forward view...... thank me later
I think the results are very clear - they were to year end June 2019...when CPX was in town in february (god was it that long ago?) the conjecture coming from the meeting was simple - increase investment in manufacturing to cater for growing confidence from the board that i-o-is were turning into orders. There is no doubt that some of those are yet to appear, but they were pretty clear then that we would get to FCF neutral or +ve in Q1 2020...and they do make reference to this with the comment 'the Company believes that the IoT market, in particular, offers significant opportunities for growth and to reach the immediate strategic objective of CAP-XX operating on a cash break-even basis. '
I think at 4p +/- it is not a demanding valuation, however I think we all (bulls, bear and OS) can be agreed that its a tortuous journey given the complete lack of information that shareholders have to work with. I think their IP is world class, I think the business environment in which they work is extremely interesting albeit economically challenging and it won't take much for optimism to return. But my 20p by Xmas call of earlier in the year is looking pretty hopeless!
thanks PC01, timelines may slip a little, the potential large rewards, particularly from 4p have not, in fact the potential apears to be growing if anyone cares to join the dots :-)
Thanks PC01 for having the good grace to admit that this year has been difficult to tolerate. If the company is on the cusp of a move into profit and is forward thinking then why is our CEO not shouting it from the rooftops. We have now had years of don't worry its just round the corner. Incidentally I do hold 1.3 million ask JH? (AFC up recently JH!!)
3.14/Iwgrod: Thanks: I reviewed the RNS emaiI again today and I totally oversaw this lower part of the RNS previously :-(
Summarized, we are doing business with VW, ABB, Honeywell, Thales, Yamaha... All global companies which are famous about being inventive (even VW diesel solution was in some way inventive ;-) ), high quality standards and technology leading.
About cylindrical supercaps, do we have an eductated guess about sales figures in 2018/2019 ? Multiple this @least with 4 for FY 2020.
Start/stop/Kers, I think a good decision: Pick your battle...
BTW, mentioning these brand names in formal communications means a lot ! This shows confidence.
OPENSPACES - read the RNS.
OPENSPACES - read the RNS, I mean all of it, digest it, understand what it is saying. You moan about lack of communication, when you get some you don't seem to want to accept it. it has been said many times last year wasn't going to be good that is done. We are now looking forward from last June.
I think you will find Iwgrod that Allenby's last missive forecasted CPX as being into profit for full year 18/19. Every year various people cling to their interpretation of words and yet it seems each year they never come through. You need the patience of a saint with this share
The Allenby report is normally out within 24 working hours of the results.
On the basis they have ret to release a report yet, I’m assuming they are waiting for something.
OPENSPACES - I've just glanced at the last three Allenby reports none of them that I can see forecasted any profit, even by end 2020. Please can you provide your source or evidence of that forecast. Thanks.
As I’ve said before CJ it was out the same day of annual accounts rns last year...and in my opinion they are waiting for a further update, alluded to in rns i.e further announcements in due course...AIMHO
Iwgrod. I am no accountant but page 10 FYE 19 predicts a $83000 profit after tax ? But as you know its all guesswork based on what they think might happen. But as you know I always says "but it never does". But chaps look at my AFC back into profit again and on the way up
Well done on AFC Open, however, I find it rather gratifying that you devote ALL your time to posting on here .... and NOT ONE post on AFC !
Nitram. I am grateful that your are grateful. Such a positive and understanding response. Have a nice day (freezing here)
:0)
Have you guys read on page 17/18 of the 2019 Annual report on how it assesses itself in terms of communications. It is of course the same words every year but what a joke
OPENSPACES - you said the last Allenby missive predicted a full year profit for 18/19 of AUD83K. I think you found that in the report from Oct 2017, five reports ago, with one awaited. Is that right? Hopefully you'll be preparing qustions to challenge AK at the upcoming AGM this year or do you just want to bang on and on and on and on here?