Member Info for jinvestus

I almost wish that there was no good news, each time it happens this chat is filled with pages of moronic P&D spam. I am a holder but am not particularly excited about this, look through CAP-XX previous RNS over the years there many contract wins, but they have never turned a profit.

We can of course hope this is material but at the moment there is absolutely nothing to go on. I don't think the fact that they did not mention the type of supercapacitor is indicative that these are SMT. They did not mention the model on the South Africa smart-meter contract, and if those were SMT Lars would have said they were in production when asked about SMT at the earnings call.

I find it strange they mention the operating temperature in the RNS, as if that standard operating range has some significance? Their coin cell supercaps are -25 to +70, which is closest to that range. The prismatics have wider temperature range anyway, some maybe this is completely immaterial.

As 4kandles says supercapacitors are a niche product, look at the cost of the products on DigiKey and ask yourself how a consumer electronics product is ever going to use a $18 component. So if this is a product which will ship many units, its likely they using the cheaper coin cell (around $1 each). If they are using the prismatics its unlikely to be high volume. They need to triple their revenue to break even at current margins, so unless its a contract for hundreds of thousands of units it's not going to be a huge help, given the last contract announcement was 6 months ago.

Nonetheless this is good news and puts a smile on my face. But unless this is SMT, I don't see it having a huge impact and the most likely outcome is still another raise in 2026. I hope I'm proved wrong!