Member Info for L1onheart

Agreed Max - even with a spread you could drive a bus through, BIRD is still up 18%! Along with many, many other things on AIM, the spread widths are a huge joke.

I agree Showjumper. The idea behind all that previous research is to have a targeted approach for GTM which we all hope proves successful. Whether it will or not is an entirely different matter but fingers crossed! GLA

Nitram64 - unbelievably, my first trade/buy in CPX was also on the same day "April 29th 150,000 @ 3.09 = £4,646.95" inc fees!! Serious coincidence that we both presumably reacted to this RNS to get involved: https://www.lse.co.uk/rns/CPX/cap-xx-releases-worlds-thinnest-supercapacitors-6d8ypg7arz26ax0.html

I have now bought between a high of 12.25 in February 2021 to a low of just 0.0839 in May last year and now have an average of just under 0.06p to break even as sadly 1,500,000 over 8 years to end of December 23 were at an average in the end of around 2.68p - I'm just grateful I had funds to add another 8,500,000 at those levels in May last year! Mind you, anyone who got in for the first time back then in May 24 with a modest £9k to get to 10,000,000 shares must be laughing big time. All that's changed since we paid silly prices is that the sp has dropped by 99.99% from 14.25p to 0.0839p and yet the company is now much stronger on contracts won and fundamentals! It's all about timing and we were right but a tad early...........sadly!! GLA

TO ALL HOLDERS, ESPECIALLY LTH's (like me, JamesHInvest, MakeMineA99, etc) , a recap of a post I made this time last year and some relevant MCAP background

March 2019 - SP 7.50p / MCAP £24m / Shares 324m

Dec 2020 - SP 13.75p / MCAP £62.7m / Shares 456m (Last 5 year High)

Feb 2021 - SP 10.50p / MCAP £47m / Shares 456m

May 2022 - SP 4.70p / MCAP £23.50m / Shares 509m

Dec 2022 - SP 3.80p / MCAP £19.50m / Shares 510m (Target Valuation - 14p or £71m)

Dec 2023 - SP 1.70p / MCAP £12m / Shares 716m (Just before Maxwell loss) - (TV 7p or £50m)

Dec 2023 - SP 0.75p / MCAP £5.4m / Shares 716m (Immediately after Maxwell loss)

Mar 2024 - SP 0.50p / MCAP £3.6m / Shares 716m

May 2024 - SP 0.083p / MCAP £2.38m / Shares 2,910m

July 2024 - SP 0.40p / MCAP £11.78m / Shares 2,910m

Today - SP 0.45p / MCAP £25.7m / Shares 5,790m

History - Much of the fall from 14p (yes 14p!!) was a 3%+ holder, David Newlands, who had bought all the way up from 4p many years ago and then sold all the way down so the sp and therefore obviously the MCAP, fell significantly. However, even then, it was still £19m in late 2022 on much thinner fundamentals. The Maxwell loss then torpedoed the sp and also created the need for cash which, as sp was so dire, meant a huge dilution from 716m to 4x times that at 2,910m in issue. Since Dr Cooley and his experienced colleagues have joined the board, the shares in issue have doubled due to Placings and the key here is the MCAP of £25m today compared with £62m in December 2020 but on much stronger fundamentals . It does look like a genuine recovery with still some way to go by any metric you care to choose. I have had CPX all that time and was averaging a scary sp (8p) but piled in at 0.09 due only to Dr Cooley coming on board and now need (only!) 0.60p to break even. All you new holders from 0.10p a) spare a thought for the LTH's and b) I believe this could be the one you've been looking for as fortunes will be made here by those new holders who joined since Dr Cooley. GLA

MM's just given 0.43 for stock so definitely trying to fill their short position. GLA

They're not worth as much as that Angelo!! Lol!

The first video RNS - market leading product and innovative message delivery highlighting elevate.io. From 800 to 40,000 users in only 2 months with a market of hundreds of millions around the world. Ian McD points to Xero and Google Docs being the accounting / word equivalents, so suggesting that elevate will have millions of users in the fairly near future. Paid version ready for Q1 2025 generating revenue - this train is leaving the station - be on it or miss out imho. Good luck all.

Just as long as they've used better IP lawyers this time!!

Hi Della, that was me (full post 12:23h today):

March 2019 - SP 7.50p / MCAP £24m / Shares 324m

Dec 2020 - SP 13.75p / MCAP £62.7m / Shares 456m (Last 5 year High)

Feb 2021 - SP 10.50p / MCAP £47m / Shares 456m

May 2022 - SP 4.70p / MCAP £23.50m / Shares 509m

Dec 2022 - SP 3.80p / MCAP £19.50m / Shares 510m (Target Valuation - 14p or £71m)

Dec 2023 - SP 1.70p / MCAP £12m / Shares 716m (Just before Maxwell loss) - (TV 7p or £50m)

Dec 2023 - SP 0.75p / MCAP £5.4m / Shares 716m (Immediately after Maxwell loss)

Mar 2024 - SP 0.50p / MCAP £3.6m / Shares 716m

May - SP 0.083p / MCAP £2.38m / Shares 2,910m

Today - SP 0.40p / MCAP £11.78m / Shares 2,910m

Much of the fall from 14p was a 3%+ holder, David Newlands, who had bought all the way up from 4p many years ago and then sold all the way down so the sp and therefore obviously the MCAP, fell significantly. However, even then, it was still double today in late 2022 on much thinner fundamentals. The Maxwell loss then torpedoed the sp and also created the need for cash which, as sp was so dire, meant a huge dilution from 716m to 4x times that at 2,910m now in issue. A sp of just 1p would now be a modest MCAP of £29m, if you consider where we have been as recently as 18 months ago and that was without Dr Cooley, his 10% or his experienced colleagues joining the board. It does look like a genuine recovery with still some way to go by any metric you care to choose. GLA

Ifiknewidberich - that was me I think to whom you are referring and exactly right, it's the MCAP not the sp that matters. Readjustment on that basis as follows:

As I posted on May 8th and for the benefit of new investors:

MCAP8 May 2024 14:45

Just for those new to CPX, you might be interested to see some historic MCAP's and sp's:

March 2019 - SP 7.50p / MCAP £24m / Shares 324m

Dec 2020 - SP 13.75p / MCAP £62.7m / Shares 456m (Last 5 year High)

Feb 2021 - SP 10.50p / MCAP £47m / Shares 456m

May 2022 - SP 4.70p / MCAP £23.50m / Shares 509m

Dec 2022 - SP 3.80p / MCAP £19.50m / Shares 510m (Target Valuation - 14p or £71m)

Dec 2023 - SP 1.70p / MCAP £12m / Shares 716m (Just before Maxwell loss) - (TV 7p or £50m)

Dec 2023 - SP 0.75p / MCAP £5.4m / Shares 716m (Immediately after Maxwell loss)

Mar 2024 - SP 0.50p / MCAP £3.6m / Shares 716m

Today - SP 0.083p / MCAP £2.38m / Shares 2,910m

The purpose of the above is to try and demonstrate real and Target valuations before the Maxwell loss - i.e. fundamental business value. A takeover or increase at/to 1p sp would make a MCAP of £29m which is higher than any period over last 5 years apart from late Dec 2020 and early 2021 so I believe that talk of a 3p takeout (or £87m) is a bit too fanciful imo. However, given the Target Valuations and the fact that these legal diversions are now behind us, on fundamentals and future prospects, most notably in the Graphene arena, would mean a takeout up to, or possibly a bit over 1p, is realistic and that would indeed be a 12x bagger imo.

A way to go yet but I suggest it is a definite possibility in the near future.

UPDATE: Since then, Dr Cooley has invested heavily and joined the Board. Continental announcement imminent and significant progress being made on ultra thin supercaps.

On fundamentals alone, and not hype, CPX is worth at least 1p a share and actually getting nearer to the Target Valuations becoming a reality.

1p - MCAP £29m

2p - MCAP £58m

3p - MCAP £87m

It’s got to now be 2p + IMHO

GLA - especially we LTH’s!

As posted last week:

"Hitting 1p would only mean a MCAP of £29m but it was twice that at £62.7m, so the equivalent of 2.15p a share at today's price, in December 2020 and the outlook and fundamentals are far better and more solid than they were then. I'd like to see an updated Target Price from the brokers but, joking apart, 3p and upwards would not be unachievable if CPX becomes a bid target. GLA, especially the LTH's!"

Nothing has changed except the sp is now 10 pts closer than it was last week! GLA

Hitting 1p would only mean a MCAP of £29m but it was twice that at £62.7m, so the equivalent of 2.15p a share at today's price, in December 2020 and the outlook and fundamentals are far better and more solid than they were then. I'd like to see an updated Target Price from the brokers but, joking apart, 3p and upwards would not be unachievable if CPX becomes a bid target. GLA, especially the LTH's!

As I posted on May 8th and for the benefit of new investors:

MCAP8 May 2024 14:45

Just for those new to CPX, you might be interested to see some historic MCAP's and sp's:

March 2019 - SP 7.50p / MCAP £24m / Shares 324m

Dec 2020 - SP 13.75p / MCAP £62.7m / Shares 456m (Last 5 year High)

Feb 2021 - SP 10.50p / MCAP £47m / Shares 456m

May 2022 - SP 4.70p / MCAP £23.50m / Shares 509m

Dec 2022 - SP 3.80p / MCAP £19.50m / Shares 510m (Target Valuation - 14p or £71m)

Dec 2023 - SP 1.70p / MCAP £12m / Shares 716m (Just before Maxwell loss) - (TV 7p or £50m)

Dec 2023 - SP 0.75p / MCAP £5.4m / Shares 716m (Immediately after Maxwell loss)

Mar 2024 - SP 0.50p / MCAP £3.6m / Shares 716m

Today - SP 0.083p / MCAP £2.38m / Shares 2,910m

The purpose of the above is to try and demonstrate real and Target valuations before the Maxwell loss - i.e. fundamental business value. A takeover or increase at/to 1p sp would make a MCAP of £29m which is higher than any period over last 5 years apart from late Dec 2020 and early 2021 so I believe that talk of a 3p takeout (or £87m) is a bit too fanciful imo. However, given the Target Valuations and the fact that these legal diversions are now behind us, on fundamentals and future prospects, most notably in the Graphene arena, would mean a takeout up to, or possibly a bit over 1p, is realistic and that would indeed be a 12x bagger imo.

A way to go yet but I suggest it is a definite possibility in the near future.

UPDATE: Since then, Dr Cooley has invested heavily and joined the Board. Continental announcement imminent and significant progress being made on ultra thin supercaps.

On fundamentals alone, and not hype, CPX is worth at least 1p a share and actually getting nearer to the Target Valuations becoming a reality.

1p - MCAP £29m

2p - MCAP £58m

3p - MCAP £87m

It’s got to now be 2p + IMHO

GLA - especially we LTH’s!

Yep - slow burner but it’ll get there. Good to see BoD buying shares again - Ian McD now has a significant holding and investment which aligns him to PI’s interests. Always a good sign! GLA

John, welcome to the (non-communication and non-delivery) world of LR as YGEN LTH’s will confirm.

Building again I reckon. All sells but sp slightly up…..hmm! It’s certainly his level to accumulate. GLA

I’m not sure about that NewU because ordinarily with decent sells you’d expect a significant sp drop UNLESS a particular MM is working a large buy order on the other side. Dr C could well have set an order around the 0.10p level and it’s simply being filled. Watch this space. GLA

MMA99 - Exactly, it was pre-dilution so bears no resemblance to today except for the total value that would have meant i.e. 7p Target Value prediction equated then to a £50 MCAP, which would now be c.1.60p so still 16x today's sp.

Who has predicted 7p in 12 months?

Completely understandable, and usual, 10% profit-taking from traders after the spike of last 3 days so no surprise. The lows are getting higher before getting support though and that's the key to a growth stock when the sp retreats. GLA