Member Info for B_Positive

The final bedwetting sellers at last cleared this week and this morning. Watch it 1 to 3 bag on nothing.

The latest technology will be worth they have beign developed is worth considerably more than the current company cap.

New tax year cash on top of the news to keep this going up in 2025 until its at over 2 pence a share.

Debt free, no cash concerns for up to 24 months and already streamlined the business to cut costs significantly over the past 2 years especially. So overall from such a beaten down market cap already and with the tarrif advantage in the US given it's all made in Aus, it's better placed than 98% of the AIM pile to weather this period.

Company definitely gearing up with for SMT with the recent moves it's made.

I'm grateful for the opportunity to add some under the raise price ahead of the next set of news flow, which I think will be even bigger.

The recent tarrifs also providing capx with a lot of advantage over the majority of the competition as previously highlighted as well.

The patent update suggests a technological breakthrough is closing in

https://patentscope.wipo.int/search/en/detail.jsf?docId=WO2024113026&_cid=P22-LY5Q1P-66267-7

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 globla distribution network.

That 23.5M buy at the bell on fri demonstrates the demand for stock here.

It may well be Schurter or even Dr Cooley adding to their already significant holdings.

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

M_night10 on the SCGL board on ADVFN has made some interesting correct calls. Worth a look

Which does the wind blow here?

I reckon Schurter will load up a few % of the company here for all the reasons shared below.

I don't think they'll make a bid just yet, but I can see it coming eventually.

We're in a joint venture with them of multiple fronts, distribution, marketing, technology, IP, etc even if it hasn't been formally announced as such. They really like the product, hence why it's the main product they highlight out of their entire catalog, as per: https://www.schurter.com/en

The case for CAPX's supercapacitors to be used by Nvidia or others in AI servers following the tariffs hiking the price of most of the competition is very compelling.

The massive increase in distribution implies a bigger event being prepared behid the scenes, which is backed up by Lars's hints on both SMT and asking shareholders to be ready for what's coming.

All in all, given the massive progress since last summer, I think it can do a bigger move in 2025 than it did in 2024, which was about 500%. As the move will be backed by something more substantial than last year, I reckon it'll hold the gains as well and won't drop as they have 24 months cash given the massively decreasing costs and increasing revenues.

Read the RNS the funding is all for redsetter + they are selling assets to focus on the gold.

It might not 20 bag like it did before, but 5-10 bags very possiblee on thin air.

20-100 bags+ on a major gold discovery easy.

Not keen on telegram, bit of a dodgy app if you ask me.

Newcastle, excellent demand for shares in this 0.1-0.12 range. Good place to add.

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 globla distribution network.

You can talk down about 100 other companies who have market cap at multiples of capx without any income generation.

That 23.5M buy at the bell on fri demonstrates the demand for stock here.

It may well be Schurter or even Dr Cooley adding to their already significant holdings.

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

The placing looks very much cleared here.

Cash = mcap almost.

Redsetter project on the front door of GGP.

Even in these markets, we're seeing many 100-200% daily movers.

I think this will be one of them very soon, but dyor.

1p a share is only £10m cap or something around that. If they put out a gold find RNS it'd go many multiples of that.

If you believe we should work together, then take this this message and headline: 'AIM at lows. This is the bottom. Buy the dips. Support your stocks' and share it on your other investments.

Let's start a wave we the present valuations of so many AIM stocks are already a joke which makes a mockery of the market, given so much excellent progress in so many of these companies.

My thoughts.

That 23.5M trade is most certainly a buy, which paid the full asking price offered at the time of 0.11. Likely clearing out the available stock at such a price. Anyone saying otherwise is trying to mislead you.

It may well be Schurter or even Dr Cooley adding to their already significant holdings.

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

That's right it's CAPX.

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

You'll note across the market it's the larger multi-billion and trillion dollar companies taking a battery.

For too long they have seen there values inflated, whilst the values of these excellent leaders for their respective industries like capx have faltered. This is going to change.

TR1 buyer I reckon.

This sort of aggressive buying isn't retail

Feeling very confident. My targets above.

AGL and VRCI are so under appreciated it's unreal

I reckon so.

Also new financial year next year.

VRCI is my top position to add with my new ISA allowance.

Remember a chunk of revenues were deferred from 2024 into 2025.

Lots of noise about Thermo on the company LinkedIn.....

I'll ride this to 20p a share.

VRCI has much higher revenues than AGL (Angle), considerably lower costs (VRCI around break even, AGL £12-18m LOSS per annum) and the market cap is £5m for VRCI vs £30m for AGL.

This is due a considerable re-rate from here.

I do agree with Ben that eventually we'll see a 10-20x rise from heere but it won't be in a week or month, but over 2025 and into 2026.

Ignoring the 10x this week mega ramps, I do think 10x can be achieved in 2025 into 2026 from from just a few big RNS.

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