Capai sp: factors at play2 Sep 2025 11:36
Crownos, with the greatest respect, I believe you and others are placing to much emphasis on revenues as a determining element in share price advancement.
In my view four factors are in play here fundementals, revenue, future potential and sentiment. So where in my view, is the root cause of the sp falling short of expectation.
Firstly, fundementals have not changed. Right People, right place developing, in my opinion, ahead of scope and expectation, at an impressive pace.
Secondly, potential here is, if anything understated, capai continues to offer facets of opportunity in multiple projects and fields. I recognise capai are, as yet, not directly alligned with r42 in medical biometrics, but it is clearly the direction of travel and for the record the main reason I am invested here.
Thirdly, another plus, in my view revenues may not be on stream but are clearly in the post and not just a single revenue stream.
Fourth aspect, and where I believe the sp is falling short is sentiment. I, know we would all like to forget about warrants but it cannot be denied that they had a negative effect on sentiment and in my view sentiment has not fullu recovered. In hindsight it might have been wise to have delayed the presentation by a month which would have enabled a more developed product available to market.
On balance I have no issues the sp may drift further but medium term (months) or long term (year+) the tracectory willin my view be up. I feel for those who invested here on ultimately premature spikes in sp. They may be a hard sell to bring back
However, those like I and other early investors that have a relatively low average can be confident we are on an an escalator to high reward.
As always dyor/inmo
Secondly