Member Info for MakeMineA99

1.4% of the company sold in one foul swoop.

Great video, thanks B+. Schurter are investing a lot of time and resource into their supercaps. This bodes very well for CPX!

Nice find B+! A+ for you!

Coldfeet, I don't think we know for sure but if I remember correctly some clever detective work some time ago that it was linked to the tyres. I think the 6 years is the lifespan of the particular model of car? i.e. once the design in has finished the commit to that length of production (I'm only speculating here).

Vanilla, yes that would be good if last year's figures were for just an initial shipment. That could change the picture. As always with CAP-XX we have no idea.

B+, unlikely - the revenue from Continental is only small. We know this because although the amount is confidential, it was included in revenue forecasts for 2024 - I asked this at an investor meeting last year and Patrick Elliot confirmed this was the case.

There have been no updates on LinkedIn or Twitter for 2 months (used to be almost daily) so something is afoot in that nothing is afoot, lol.

Sorry meant Schurter's CTO, not CFO.

Parkez, agree with all your research on this. There must be something in this. This week Schurter have had their CEO, CFO and Product manager all at CAP-XX HQ in Sydney in person. For this level of representation of a relatively large company to be visiting lowly CAP-XX, there must be something big being developed.

'They' is Lars. He indicated in the meeting last week that there will be news in the next couple of weeks.

It certainly is. It's almost time for full year results, so there has to be some kind of update soon. However I'm very disappointed there has been no activity since they sorted the debt out. Poor show.

WhoKnowsWhy your posts are remarkably coherent today with excellent English, compared the the illiterate stuff you normally post. It's almost as though your account is being used by two different people.

If this all comes together as we hope, it could be the big game changer us LTHs have been waiting for for years. If it happens it will come out of the blue one day.

No RNS, back to sleep.

He was very adamant that CPX are in a strong position here.

The patents were addressed in the meeting - Lars said the competition can't catch up because they already have protection from the filing even though it hasn't beem fully granted yet. (Or words to that effect).

Nice delayed 15 mill buy from 8.15am.

I think the other 10 mill was a sell.

The market is usually forward looking by around 12 months. Once the belief comes that CAP-XX is actually going to become profitable and also growing the share price will re-rate. It might take a catalyst or it might take off on it's own, but it will happen.

The factory is in mainland China, not Taiwan - so - nothing.

Lars said at Sydney the capacity is 100k units per week, so 5.2m per year. In China the capacity is unlimited.

The book to bill was asked - Lars says anything between 0.8 and 1.2 is very healthy and that also December and January are atypical so not surprising to see fluctuation in Book to Bill in this period.