RE: Expecting big news next week, Tarrifs is blessing for CPX7 Apr 2025 11:22
A friend shared this with me. Huge development coming looks like.
https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2024113026&_cid=P22-LY5Q1P-66267-7
The market cap is absolutely tiny for a company that has a full built, costed manfuacturing facility in both Australia and South Asia. On top of that the increasing revenues, the technology ip, the patents, worlds thinnest supercapacitor, next generation supercapacitors, the global distribution network.
What's also compelling is the potential for its tech to be used in Nvidia and AI servers.
Remember that Schurter paid around 0.4p less than a year ago for 4-5% of this company, then bought more a few months later and have then increased the collaboration.
If you go on there website, what's the first product you see? https://www.schurter.com/en
It's CAPX, despite them having hundreds of products.
Thus I wouldn't be surprised if it is them adding on the market weakness.
Anyway, considering all of the below points the value seems signficantly good at this level.
The reality remains that the company now has a 20% cost advantage over every single competitor on top of recent US distrbiution expansion.
+Resolved litigation
+Decreased costs
+Increased revenues
+Had Schurter AG buy 4.5% of the company
+New Chairman owns 10% of all stock
+Completed phase 1 of Schurter agreement
+Begun phase 2 of the Schurter agreement
+Begun development of next generation supercapacitors
+Agreement with Farnell
+Agreement with Waldom
+Agreements with several others
+Signalled positive SMT progress
+Made good managment changes
+Signalled 24 months cash from Feb 2025
+20-25% cheaper against all major supercapacitor producers
+More.
Will rerate hard from here in 2025 imv. DYOR not advice
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