The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Morning MMa99,
The only things I can think of that might be of any interest to Tesla is the Conti project and/or graphene.
But that is purely off the top of my head with no research as I see little point wasting any time at this stage, still see no future value for retail investors.
ATB.
Thanks for taking the time emailing the company.
Unfortunately things like JVs, management-based solutions and the dreaded Vulture Capitalists suggest nothing left for shareholders, probably pre-pack administration. Been there before with Axeon and still didn't learn the lesson that AIM is a very dense minefield.
I'm in the same camp as MMa99 unfortunately, a complete right-off.
ATB and GL to everyone.
MMa99,
I think you are right, CPX need to move on from all litigation and focus on sales rather than waste what little money they have.
Breathed a huge sigh of relief this morning reading the RNS, although it was clearly a rushed one following yesterdays drop of 40%. I thought that all disbursements, as we know it in the UK, would be included but just court fees only and the phrase "does not substantively impact CAP-XX" helps the old ticker.
A very brief trading update looks fairly positive, and would love to see some more info on this Conti project.
ATB.
Same here, average of 9.6p and little point me selling now.
Will assume that latest drill results are not good. Hope to be wrong.
ATB and be lucky.
Morning Jonah,
I don't find the emotional language "strange" at all, this is JLP after all.
Time and again I have seen certain posters shout down those that have proved to be correct in their opinion. Perhaps copy your 9.12am message so you can paste it for next time?
This is the final nail in Leon's Coffin of Integrity.
ATB to everyone and that includes those constantly labelled as de-rampers and hopefully we will be able to look back in 24 months time with a more positive view.
Https://www.gbnews.com/lifestyle/cars/hydrogen-fuel-investment-diesel-vehicles-removal
If only GTC could get even a small portion of the suggested funding.
ATB
Possibly worth keeping an eye on if the "talks" lead to anything.
https://www.express.co.uk/news/uk/1837158/scotland-germany-hydrogen-pipeline-plan
ATB
Morning HD43,
"I'm not buying anymore till next year"
Probably a good call, another 7.8m warrants at 4p could be exercised over the next 5 weeks and if they are that may keep a lid on the SP, if it can't hold in the low 6s, my average, I may be interested in getting some more, surely the financials in 2024 can't get any worse. Who knows with JLP.
ATB
@townspj
I think you have made a very good point there, Continental's due diligence for a new supplier would be very comprehensive, especially for one as small as CPX.
I see on the other board it's been alleged that the motion was thrown out.
Whilst, that post has not been substantiated with any evidence/link if the motion had been successful that would require an RNS by CPX and there hasn't been one, so perhaps it's true.
ATB.
Hello hayashi,
How CPX scale up production has always been a big question for me too. I'm sure that the production capacity at Sydney does not exceed 10m units per annum.
From memory production facilities are also sited in Malaysia and for some reason China comes to mind although I might be talking rubbish. Coincidentally, I believe Continental have a tyre plant in Malaysia.
I note that Jeff Colton has updated his LinkedIn profile within the last 24 hours and refers to the PPAP including manufacturing inspection process and CPX's ability to "reliably produce parts for automotive grade mass production". He does not clarify how many units is "mass" or where they will be produced.
@TDM, I agree this won't be just one supercap per vehicle IF this program does relate to TPMS. I doubt the unit cost for each DMT220 will be anymore than $3 but if this is TPMS related and number of units required is in the 10s of millions per annum (I'm assuming Continental don't need TPMS for every tyre they manufacture) then, and if CPX can produce such quantities, it would make the revenue for this one contract pretty decent IMHO.
Too may "Ifs" I'm afraid.
ATB