Member Info for Finched

Well on this news, 1 person purchase... 1 share today!

Cooley just dropped 100k at distil

I know Samsung would be nice…

Any opinions of TDK or Murata?

Churning.

This looks more a demonstration of liquidity.

Circa .27 when the news comes out about “the company “

My rough "dream" case:

Assume CAP-XX converts 20% of pipeline to orders over 3 years → ~$14m sales

Assume 20% gross margins → ~$2.8m gross profit

Assume opex remains tight → net profit target £1.5m/year (optimistic)

Market Valuation on Growth Metrics

Technology growth stocks trade at 15x–25x P/E multiples for small caps:

£1.5m x 15 = £22.5m market cap → 0.39p/share

£1.5m x 25 = £37.5m market cap → 0.65p/share

1. Sony Corporation

Best overall fit. Sony is the dominant player in high-end consumer headphones globally (e.g., WH-1000XM series).

Sony has a long history of pushing battery and capacitor technologies to improve performance and form factor, especially in premium, feature-rich noise-cancelling headphones.

Sony is Japanese (an "Asian-based multinational conglomerate") and has the internal capability and culture of working with smaller innovative component suppliers like CAP-XX.

2. Samsung Electronics

Samsung owns Harman International (JBL, AKG) and produces its own Galaxy Buds line.

A less likely fit than Sony because Samsung tends to favour large, internal suppliers or Korean partners. However, the scale and ambition of Samsung make them a contender.

3. Panasonic

Historically strong in components and audio equipment.

Less aggressive in the global consumer headphone market in recent years compared to Sony and Samsung, but could still be a niche player using CAP-XX for specific product lines.

Agree!

If you like the share, it's a good time to buy. Not ramping/deramping, just think this is now a fundamentally good company, with good prospects.

Happy to buy in at .29!

Popped in a little buy at 2.37. Averaging up a little, but still cheap IMHO.

Waiting for either JD or SD to deliver is like waiting for Royal Mail.

It'll come. Probably late, and to the wrong address.

....before the storm?

(You never know...!)

Small price drops whilst auction raise slowly release to market...

The strength of the market is showing no significant drops likely at current disposal rates. It's not in anyone's interest for this to tank.

IMHO another dilution coming, but NOT FOR AGES whilst previous dilution holders make their money. To dilute again would be the end - HE1 would not be able to raise any money if the gods make a loss on their 1.5p stock.

Anything lower than £2.40 is now an epic Buy.

WyBasedhere2help... I remember the ladies at the Royal Exchange under LIFFE...

No different to the men. At all. Apart from being more thick skinned.

Blubay... Just a few. It's going to be a mad old ride first thing!

Likewise, although a little fomo has meant not using my whole stake!

Remember when the share was 28p?

Yes - 100 years supply... which would mean the price of Helium would go down.

For a start, independent offsite analytics.

Would also like to see the cash burn through rate. That raise isn't a huge amount of money with the operation going on, and if there are any errors (eg. a broken drill) further dilution would be required.

With the options at 6p, there's no need to rush - the H / He is there, so they know that's coming in.

TBH, IMHO, they could do with a proper Fin PR firm to keep the market / LTH/ DayTraders informed. We all want the share to go up, we all know that there is the helium, the hydrogen etc etc.

A decent PR would smooth out any rises, keep investors coming in and SP rising.

As good a geologist she may be, the lack of consistent market worthy information is not helpful for SH, especially LTH.

Absolutely - to do an interview at this stage is to attract suitors - raise the SP a little, esp. when there's been a little drift downwards over the last week.

I don't think dilution is a bad thing - and the last dilution didn't drop the SP significantly.