Member Info for Kencarv

As part of the project to transfer the former Murata manufacturing assets, CAP-XX has acquired the outstanding finished stock of Murata supercapacitors, which was manufactured to facilitate the transition of Murata's customers to CAP-XX. Direct product sales from CAP-XX of the expanded product range have now commenced, supported by the launch of a new CAP-XX website.

Newuncle.. I'd suggest closing your spread bet short soon.

I'd suggest reading the RNS's as a starting point.

Big news is coming ;)

Mark will read this board. He's not a showman but he is very smart. So the tech will do the talking long term. I'm sure he's working hard, he's got his own reputation to keep up.

Barke, I wouldn't say it is a conflict of interest - it's slightly hypocritical to ask for LSAI to share a sales strategy when you're uncomfortable talking about it to people in the office.

Good luck all, enjoy some sunshine.

P.S - Annie *or anybody reading this* check the annual results.

You'll get quite solid revenue and growth, including very strong margins and continual margin growth.

Why do you think some of the biggest II's invest, Annie? Is it because they're smart and they understand the huge potential CPX has?

Annie I'm all up for debate - try pose a good point across and you won't need to resort to getting out a tissue and getting upset when your poor attempts at debating are openly crushed.

If you had a legit interest in CPX and had researched the share properly you would be able to hold a debate.

Newuncle.. you clearly don't understand what investing in a company entailed, particularly an R&D firm. Goes back to my original point that you clearly have never ran a business or been involved with a business that has investors.

Open.. shut up you clown... if any of you want to go invest in a secure FTSE100 stock that would probably meet your risk appetite based upon your consistent crying on this board. I'd hate to have to drink a pint with you.

CPX is in a very strong position. 14 years of building world-leading technology, licensees and now a production line is about to come into fruition. That is why now is the best time to invest.

I'd suggest you stick to Unilever so you don't spend your days crying to a internet chat board. You probably get better options on spread bet shorts on the FTSE.

Jesus, you can't even spell Loxus. You must have followed the case so closely.

As we've already established they have plenty of cash.

$4.4m AUD sat in the bank

+ $3.3m from the Aussie government

Plenty of cash.

+ we're installation a production line and inheriting a multi-million $ client book.

Plenty of cash now and plenty of cash for the future.

I'd suggest selling Annie, as you're clearly not researched enough and do not understand CPX's business model. Any other trolls want to give it a go?

Year on year open the company has grown from every perspective; revenue, margin, client base, product range.

If you bought CPX at the bottom in 2015 you would currently be up 120%

If you bought at the bottom in 2015, since then you'd have potentially locked in 2260% in profit.

Please explain how that is not 'growth'.

Barke, my first thoughts after reading your post is, why don't you reach out and ask them yourself?

Secondly, re their business model, their product verifies any location-based media buying via mobile, which is often very inaccurate. So whilst their technology has the potential to maximise media investment for brands, it highlights the waste often created by 'the largest media buying companies' which effectively only survive from volume and are essentially a commodity when it comes to marketing investment.

I'm not so sure the accounts team of said agencies would be particularly happy at having the waste exposed (on million£+ media budgets) and having to sit down with their clients to explain why, so it requires a behavioural change and a relationship with LSAI sits between the brand & media agency in harmony - that's the challenge here.

In regards to their wider model, they supply location-based data to third party insights company.

I do agree some commercial leadership is needed and communication to the market would be appreciated, but most public companies do not publish this between annual/quarterly results. It goes back to where I start, why don't you as an agency head approach LSAI? There's nothing stopping you from reading what's in their sales deck.

Jason Smith is the business lead in the US so I don't see why he'd be selling into London agencies.

Open you've clearly never worked in business or ever owned a business. Take your pathetic attempts at being negative and crawl back under that rock. Take James with you (naturally as you're the same person).

Just read the RNS around the deal and the update, it's happening. To see 15% YoY revenue growth confirmed whilst the world is on lockdown is amazing. Any investor looking for a long term opportunity would be silly to snuff CPX.

What's more, as you highlight, we will soon have huge revenue growth and strong cash flow. This lays the foundations for the next stage of growth in the company.

If you want a get rich quick mechanism, I'd suggest getting into gambling. You're clearly not cut out for investing in any type of assets class, yet alone AIM.

Thanks for highlighting though $4.4m AUD in the bank plenty of money to protect IP

+ cash flow will be massively increased by EOY, so that will fund any legal action needed

Get a life haha I’m busy / have a life alongside sitting on this chat. Very clear who’s part of the troll / short party, you hate hearing good news!

+ the Murata production line that will make them cash positive makes a few hundred grand peanuts to protect IP worth potentially £100m+ in mcap

Yes they clearly can, with £4.4m they have in cash

My add also hasn’t been shown

Serious long term holders have already established that OS & JamesH are the same account.
To watch you guys talk to yourself like clowns is funny. You must be lonely.

NewUncle, yes, as a long term holder, who first invested in CPX in my early 20's, I'm more than comfortable in holding this share for 5/10 more years. The RNS update highlighting 15% revenue increase, is enough for me to feel satisfied that the company - without the acquisition and installation of a multi-million manufacturing line as well as inheriting one of the worlds biggest electronics order book - is moving in the right direction. You'd be insane to not be attracted to it.

The reason you get LTH's here who are persistent in adding at good opportunities is that the typical 'get rich quick' investor who is attracted to AIM does not a) understand the electronic components market b) does not want to invest time into researching and evaluating the company - so their loss is very much our gain.

I mean to say that the fundamentals here 'does not inspire buying' means you're clearly looking at the short term, as a get rich quick investor. Look at the past 5 years. Pennies to 18p. Company is bigger, has more II's on board, has a diverse product range and is (as mentioned already) about to become cash flow+ and take a step onto the global stage as a leader in SuperCap manfacturing.

This Pandemic as bad as it is will see innovation flows become more important than ever. That's what happens in a crisis. People look outside the box and adapt new things. This will happen to CPX and us LTH's will be in the right place at the right time, fully locked and loaded to see the company evolve into the global supplier it has potential to be.

(Sorry for any typo's, I cannot be bothered to re-read)

That's how money is made.

Secondly

A pandemic is a worthy excuse.. Don't take my word for it... Take the people buying from sub 3p today

Break the 200EMA on the daily and we should see some real value returning here

I actually think this is a great update, a shipping delay due to covid is hardly an isolated incident and on the positive to hear the order book across key verticals is double what it was this time last year, is excellent.

Overall very happy with that. Dare I say I may even top-up a wee bit.

we've also got a bullish engulfing on the monthly