Member Info for Frac

In Kongats time shortly Probably looked like with the year results update before mid October although now we have seen Markman and combination of proceedings we will Likely have news before that..... But then a significant contract from the recent pipeline may well drop before......

Automotive propositions......... Tell me more

Breadcrumbs, Presentation:https://www.cap-xx.com/wp-content/uploads/2015/04/CAP-XX-Supercapacitors-for-Automotive-Applications-website.pdf
Citation :https://www.pacermonitor.com/public/case/24723590/CAPXX,_Ltd_v_Ioxus,_Inc
Observation:http://www.ioxus.com/english/products/thincap/

Composites are the future and fast becoming the accepted bridge on increased strength, speed,and efficiency.HAYD will soon find more profitable homes for their output and with a revitalised and focussed board will see not only increased turnover but profits beyond current forcast. No doubt they need to cast the net and focus output on the vast opportunity ......

With Debt reduction a reality probably now signalling the next phase of MM plans! Algo transition likely to be turning 180' to the blue team just in time to see the drilling news land and shake hands on 15% overnight...... Seems like a plan anyway

Seems to be showing through with collaboration close to home now accelerating as the market catches up with the technology. HAYD seem to have the status that others lack and with the sp unloved an opportunity IMHO .

Focus on the Auto xEV demo clearly shows the path of travel not just for Murata but the whole of tech.... Good news is that CAP-xx are not only supplying 2 German car manufacturers but through AVX and Murata supporting the industry globally as they now develop solutions : https://www.murata.com/en-eu/campaign/ads/global/auto/message?intcid5=com_xxx_xxx_hm_hi_xxx

Reporting significant increase in micro-tech with increased back orders in capacitor and related products. Of interest note the increase in Auto markets , Li batteries and the build up of products for new phone releases this Autumn ..... https://www.murata.com/

Cpx-xx potential is exponential ....... Been here from pre GW days and bought in at 1.08 well before you citi muppets thought there was a play here.... Just go away, let Kongatts do what he knows best... Build and then sell... 5 years time he will be mid 60's......motivation enough to deliver..... Anyway now said just a few days to wait :-)

W .... Likely that much of CPX future mass production capacity will be AVX led..... Over last three years AVX will have paid best part of $4m in 3 annual and the 12 £60k quarterlys so will not be simply "Hoping" they can make a return. Many moons ago Kongatts stated AVX was pivotal and within the statements etc over the past years has commented on the collaboration and projects they have been working on. Nothing with Kongatts is a coincidence..... Even the timing of these patent cases. It is likely that AVX have forward order requirements in Prizmacap with the smartmeter orders the likely candidates .... Once they have filled those then will open up to the market and would anticipate that to be soon..... Again why else would mouser change its web site to accommodate a different position for it. Who knows what's coming home but feel for sure on one thing ...... That CPX has just cast off and is making sail

Booming with huge numbers @ mouser plus these significant back orders....... Recon Prizmacap launch not to far behind with the recent site update and think that will drop in next 10 days: https://www.mouser.co.uk/ProductDetail/AVX/SCCQ12B105SRB?qs=sGAEpiMZZMsCu9HefNWqpmIe8hz%2fozG9f%2fMVq5tjWboHwzTzSXKoWQ%3d%3d

Seems like it is now on its way :-)

increasing demand over past 6 weeks as now have some spicy numbers on back order with some of the larger ones waiting on resupply : https://www.mouser.co.uk/ProductDetail/AVX/SCCY85B607SLBLE?qs=sGAEpiMZZMuDCPMZUZ%252bYl49NBbknpBoLMbPt8Ewtt%2f4%3d

Along with the herbs and spices but when you consider one of the 3 Cap-xx development units is a 12v regeneration system and then refer back to an Eric DeRose interview when he stated they are building new products including a new 12v ........then look at the AVX auto graphic here.....would suggest there is probable intent but draw your own conclusions. Why else invest millions of dollars building a new manufacturing unit : http://www.avx.com/industry-applications/automotive/hev-phev-ev/

Numbers are accelerating now the initial trial from August 17 has ended. On re-reading the AA's strategic review 25/02 they focussed heavily on the connected car and Car Genie solutions but interestingly still stated 6000 as the operating number. Seems likely the AA was the inventory build that Trak referred to in their report ,the AA probably built stock awaiting market agreement on the strategy but also with the knowlege they would aggressively roll it out as a renewal incentive to holders..... Nothing worse than not being able to deliver their main membership teaser on supply issues . Would suggest this is probably the reason that JW knows he will deliver with a strong second half performance. The proposed increase in manufacturing ( cited as camera led) is probably better news than most would think as suggested increased income per unit rather than a basic "genie" style offering....... Perhaps that will be the future taster particularly when you see Aviva Suggesting a dash cam as a good idea....... Then links superbly into the insurance motive and again helps with the AA's desire to build their insurance book........ AA investing £15m this year in their strategy ..... Wonder how much is allocated to the Trakm8 programme?

With other involvement in hybrid market you just wonder if they are the architects of the Cap-xx motor offering : http://datasheets.avx.com/AVX-FHC-Series.pdf

Journey seems to be just beginning........ With 10s of millions of cars in Europe alone and now insurance companies keen to get a dash cam onboard the retro fit market is set to accelerate..... No wonder Trak are considering escalating their production...... Connections ! https://www.irishtimes.com/business/technology/aa-and-ul-research-what-connected-cars-will-mean-for-irish-road-users-1.3136495

Numbers anticipating huge growth and in need of supercaps per Eric De Rose : https://www.powersystemsdesign.com/articles/psdcast-smart-meters-and-supercapacitors/31/12902
:but have I seen this picture before?: https://www.portlandgeneral.com/-/media/public/our-company/energy-strategy/documents/smart-meters.pdf

If this is the final piece to sign off :http://www.enquest.com/our-people/job-vacancies/job-vacancies/assetnavalarchitect.aspx

TD Take a look @ Latest AVX trading statement and quotes that this sector is its fastes growing area. They have expanded manufacturing and understand new plant was due online 2nd/3rd quarter...... Patience is not an aim investors lot but this is one with the wait