Member Info for Barnacle

From the Finals:

"As previously reported, automotive applications such as TruckStart, Stop-Start systems, regenerative energy capture or KERS (Kinetic Energy Recovery Systems), distributed power, hybrid electric vehicles and electric vehicles still present substantial opportunities for large supercapacitors. A number of CAP-XX's competitors are active in these markets, and the Board believes that the Company has significant advantages over the competition in certain applications. Consistent with this strategy the Board took the opportunity to sign an exclusive distribution agreement with an established external partner who have a suite of qualified automotive products ready to market. These products are private label of CAP-XX and are known as CAPMOD and TruckStart. CAPMOD is a range of large high voltage modules intended to support a multitude of large automotive, transportation and renewable energy applications such as wind farms, solar installations. TruckStart is a relaunched version of our previous truck-start product."

Interesting post today on Linkedin, focusing on the Automotive Industry.

https://www.linkedin.com/pulse/how-supercapacitors-revolutionizing-e-mobility-cap-xx-limited-zmsde%3FtrackingId=AGYo4gNHvwWIVvLI%252FMcfuA%253D%253D/?trackingId=AGYo4gNHvwWIVvLI%2FMcfuA%3D%3D

27611/14/2023Amended EXHIBIT re [261] Proposed Pretrial Order Amended Exhibit 13: Maxwell's Deposition Designations by CAP-XX, Ltd.

27511/14/2023Amended EXHIBIT re [261] Proposed Pretrial Order Amended Exhibit 11: Maxwell's List of Fact and Expert Witnesses by CAP-XX, Ltd.

27411/14/2023Amended EXHIBIT re [261] Proposed Pretrial Order Amended Exhibit 5: Maxwell's Statement of Contested Facts by CAP-XX, Ltd.

272. Letter to The Honorable Chief Judge Colm F. Connolly from Susan E. Morrison, Esq. regarding invalidity defenses. (filed: 11/13/2023)

273. Letter to The Honorable Colm F. Connolly from Philip A. Rovner regarding asserted claims - re Telephone Conference. (filed: 11/13/2023)

Good for Cap-xx:

"In July, the six year old, company raised SEK 60 million ($5.43 million) in a round led by Jula Miljö & Energi, which belongs to Jula Holding, a diversified retail, real estate, and energy holding company based in Sweden, to fund product development and scaling up production in order to increase its market share in the indoor solar cell market."

Good to see Lars getting out there, and being proactive on the sales front. It would nice to hear some sort of presentation from him soon on forthcoming products.......

Once this seller has gone, there should be one hell of a bounce in the share price!

I believe that the Northern Care Alliance could be the next big CDC contract for Bleepa. What do you think?

From the Annual Results:

"Bleepa has now delivered over 11,700 referrals at the Northern Care Alliance (NCA) and over 1,000 users across three hospitals and has become an essential tool to daily clinical practice. Our recent independent clinical evaluation at the NCA demonstrates the benefits of using Bleepa in time and efficiency savings as well as improvements in communication around patient care."

"The technical landscape is also always shifting, with customers adopting new digital strategies and bringing on new digital systems that require us to continuously ensure that Bleepa retains a clear value and performance proposition. This approach has seen both RBH and the NCA renew their Bleepa subscriptions with annual inflationary price uplifts over a three-year term. These renewals were made possible by our participation in the G-Cloud 13 procurement framework, a key goal of the prior year and a core part of our strategy to diversify our routes to market in the NHS."

Digital projects being developed at the NCA: Patient Administration System, and Single Electronic Patient Record

https://www.northerncarealliance.nhs.uk/digital/our-digital-strategy/patient-administration-system

https://www.northerncarealliance.nhs.uk/digital/our-digital-strategy/replacement-electronic-patient-record-north-east-sector

Nice big buy this morning. Someones keen....

Well, here it is.......... and valued at £2M!

Provision of a Digital Communication Platform for the Community Diagnostic Centre (CDC)

Duration 2 year

Value £2M

Published 06 Nov 2023

Delivery 18 Mar 2024 to 18 Mar 2026

Deadline 07 Dec 2023 14:01

Description

Queen Victoria NHS Foundation Trust is looking to award a contract for the provision of a Digital Communication Platform for the Community Diagnostic Centre (CDC) along with the ongoing maintenance and support for 2 years with +1+1 options for extending. The primary aim of the digital platform requirement is to provide a way of delivering care, connecting teams flexibly over a distance and equipping them with the information they need to make informed clinical decisions

Thanks TDM, Worth noting that they did use the word "significant" upside from IP infringement...

Could be interesting ......... From AGM RNS:

"The Maxwell legal case is currently set for hearing from 11 to 15 December 2023 in the US Supreme Court. We are unable to make any further comment at this time, except that our team is very well prepared.

We last received royalty payments from AVX in January 2023 for the 2022 year. We have been disputing the contract interpretation adopted by AVX and there are preliminary court hearings underway. The Company's position has not altered, and we remain confident of a favorable outcome in both cases."

ORAL ORDER Setting Teleconference: Counsel for Plaintiff to coordinate the call and email the dial in information to chambers. (A Telephone Conference is set for 11/7/2023 at 09:30 AM before Judge Colm F. Connolly.) Signed by Judge Colm F. Connolly on 11/2/2023. (Text entry; no document attached.)

So possible news on Tuesday...... ?

ORAL ORDER Setting Teleconference: Counsel for Plaintiff to coordinate the call and email the dial in information to chambers. (A Telephone Conference is set for 11/7/2023 at 09:30 AM before Judge Colm F. Connolly.) Signed by Judge Colm F. Connolly on 11/2/2023. (filed: 11/02/2023)

So tomorrow we have the Investor Meet AGM, I'm guessing everyone has sent in their questions? Hoping that Lars may provide a positive update.....

Northern Care Alliance cuts inpatient referral times by three quarters using Bleepa

https://bleepa.com/northern-care-alliance-cuts-inpatient-referral-times-by-three-quarters-using-bleepa

Hi SP, no I'm not a paid ramper, maybe a little over enthusiastic. I do hold shares but have averaged down recently, down about 8% at present. I just believe that the accelerating growth in revenues will easily exceed costs going forward. I could be wrong, but these are only my opinions.

I can see the share price returning to the subscription price of 5.68p in the next couple of weeks, a good return on the current price.

Not sure why you think they will not be in profit in 2024, you just need to look at the ARR growth and increasing customer base to see that this will happen very soon. Estimated revenues for this year $11M and $18M for 2024.

What targets have they missed that you refer to?

All early stage AIM companies require funding, and Brandshield always said that they were going to invest heavily in sales and marketing in the early stages. I believe the company is at an inflection point, and now is a great time to invest.

You're not wrong, it is a blow to lose out on the ISA benefits, and the Open offer is a joke considering where the share price is at the moment. But, if you believe in the future growth and rate of growth of the company; it will be in profit in 2024, and look at who else is invested, the added bonus of WeShop, then surely it is worth buying at 3p, when the Subscription offer is at 5.68p? And as to selling your shares, there will be buyers as the value of the company increases through increased revenue and profit, or if it is relisted on Nasdaq for example. You just may have to wait a little longer....