RE: Opportunity Knocks.8 Aug 2024 19:19
I just read these from another site and thought I would post here. They say it all, certainly as I see it…
Posted at 24/7/2024 14:52 by scrutable
The market has yet to understand and begin to anticipate and to price in the potential brought about by bringing in Lars Stegman as a CEO experienced in International Marketing. Great strength has been added by the more recent interest from a large investor in Prof Tom Cooley who nursed the large ITM electrolyser project in Sheffield through radical and successful changes in strategy, technology,and production for several years until stable ( but temporary) world leadership.
CP-XX, as a tiny local Australian company relying at first, on one considerable Japanese supplier, has always had inventive engineers but potential growth was based not on business, production or marketing skills, but on the ability to invent new niche applications for supercapacitors and hope that the existence of each would spread itself (by word-of-mouth?) It did not.
Three out of six distributors have since been appointed in the USA, but the three others cannot yet do justice to CPX products in the rest of the world. Enlisting the high calibre CAPCOMP Gmbh, already established in automotive, wind industry, and power storage applications throughout Europe gives direct access to the huge automotive industry, wind, power and IOT existing markets and probably EU funding.
A future Cap of £200m is not too fanciful for this without including the hundreds of applications ahead in IOT. That means realistic hope to see the share price return (X12) to the current level it exceeded for several years in the decade before 2021
Posted at 16/7/2024 12:25 by scrutable
In all my 30 years of investing since retirement I have never seen such an opportunity. The share price has already x3 bagged in a month for me and CPX is still only capitalised at £11.5m - the value of just the medical applications.
In Feb 2022 CPX announced it had signed a Sourcing Agreement with Continental Automotive GmbH, a Tier 1 automotive supplier, to provide CAP-XX DMT220 prismatic supercaps for one new (car?) model. ... I had found no updates until today's RNS of a strategic technology partnership with SCHURTER "a world leading Swiss technology company and solutions innovator". By combining their extensive knowledge and capabilities, CAP-XX and SCHURTER aim to jointly develop innovative, competitive products and new application-specific solutions.
"SCHURTER manufactures and markets components for circuit protection, as well as connectors, switches, EMC, and HMI products" and thereby also adds to the new world wide distributor strength developing under the new CPX management. Australia is a very distant point from which to develop global markets.
I foresee enormous applications in automotive alone, but mobile phones as well,,as pointed out today with potential for more, much greater multi bagging and hope CPX will avoid takeout before it has rea
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