Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
Tony Brewer is known for being obsessed with market share over profit, and that was an issue when he was with Headlam. My forecast is that it will be three or fours years before this company turns it's attention to profit as they will go on a growth and buying spree. I'm fine with that while at the same time expecting further share issues ( dilution ) during that period. Will their growth policy work? yes - but the fly in the ointment is that there are many well funded independent operators in this market, never mind Headlam, it would be foolish to write them off. Bottom line, you are investing in growth potential, don't hold your breath for profit.
WE Demming is a difficult read, I was forty pages in and ready to give up when the eureka momrnt arrived. Then it was genius.
In a current real life setting, F1 fans will be familiar with teams watching streams of data being fed from cars, with multiple components being tracked. That will become standard for electric vehicles. Your on board computer will email you if it detects any component failing.
As I mentioned, this data will also revolutionise insurance. Car giants are already moving towards offering insurance packages based upon their specific data as to your driving habits. I reckon we'll.soon be offered basic coverage ( lets say £100 a year ) then we will be charged per mile of urban or motorway driving at different rates. IoT is going to destroy the current insurance business model.
The volume of info fed via your EV will blow out regular insurance providers. Vehicle manufacturers will know exxctly what you are doing and will tailor insurance quotes to the individual.
EV, Jack, CAP-XX type applications are the modern equivalent of the horse carriage v Apollo space programme. Will CAP-XX dominate? I don't know. But read the RNS again. Jack will use CAP-XX to deduce how many strokes your window wiper makes and the effect on the lifespan of the windscreen. Incredible technology
To abbreviate Demming, the question is - why?
10 truck drivers drop 10 parcels ovet 100 miles
Yhe fastest takes three hours,, the slowest six hours. Bad managers sack the slowest,, good managers find out why they are slowest.
This is the basis of the famed "just in time" Japanese managerial system. EV, Jack, Cap-xx will provide an astounding amount of real time data.
The answer is 100%. Who gets the market share is another matter. This is the natural development of the teachings of W.E. Demming. The man who won the industrial war against Japan who then taught Japan how to be worldbeaters.
No component on EV will not be subjected to micro-analysis. To understand what is haapening here, read W.E. Demming
Lovely video. As I mentioned serious cyclists I know are adding e-bikes to their collections. That video explains one reason why - you don't need to go full lycra and arrive at work needing a shower and changing room. You can go suited and booted and step of the e-bike as fresh as a daisy. Another tremendous benefit, e-bikes reopen the sport to those dieting, recuperating from injury or getting on in years. My seventy-six year old dad had a hip replacement and avoided a lot of favourite routes as he felt certain hills were too intimidating. Now he has the boost of e-power he can tackle those hills again.
Setting aside the potential for CAP-XX, e-bikes are a strong recommend. I have a brute mountain bike style, my father has a hybrid, and my sister one similar to the type in the video. My sister has stage four cancer, undergoing chemotherapy, and after the usual little wobble period after a therapy session she's out on the country roads on her e-bike as pictured on the video. I'm pleased to say the least that CAP-XX are in this market but setting that aside, have a good look at e-bikes, tyey're a tremendous addition to the cycling world.
I own a Steamoon e-bike, it's fantastic on-road and off-road. The market for these bikes is vast and all the serious cyclists I know ( I own three mountain bikes and a road bike too ) are adding e-bikes to their collection. They can still be quite pricey, I expect the price to drop and take up to expand even further as they come into a more affordable price range for the masses.
Another great addition to the IoT portfolio, another customer added. I'm very pleased to see this and I expect us to win the case against TESLA/MAXWELL this year too. 18 - 22p already on the cards this year, one or two more RNS like this will see us higher than that.
TESLA accepting a licence agreement is the stuff of smallcap investors dreams. With the fact that CDE settled out of court and did accept a licence agreement, and Ioxus lost the case, this ongoing legal case against TESLA/Maxwell could well transform CAP-XX.
Video at this link - https://insideevs.com/news/350057/video-reasons-tesla-acquired-maxwell-technologies.
I note from the February update that CAP-XX is now an approved supplier to an unnamed TIER 1 car manufacturer.
1.4 million shares, six years, CAP-XX price fluctuations are wild. 20 pence has been my long term target, the drumbeat with the Portland RNS and other developments well covered by the many excellent contributors to this thread now puts that on the horizon.
Mr Lau is a bad example if you are suggesting that these PDMR trades are negative indicators. As I pointed out earlier, we have spiked twice since then.
As for no news ( I haven't been paying attention to the board much due to the troll war so I'm a bit out of touch ) AFAIK, we are entering mediation on the two court cases and we are expecting imminent confirmation ( either way, may I say? ) from Spire.
An RNS could drop at any time.
The Asia Pacific manager that sold out at 9 pence in July must have been raging when he saw the SP spike twice since then. I honestly believe the average employee genuinely doesn't know, even these with so-called PDMR status.
Let me know when AK sells out, I might flinch a bit then.
Asia Pacific manager that sold out at 9 pence or so a couple of months ago ( was it July ) must have been raging when he saw the share price touch 13 pence a couple of times since.
I don't believe any member of staff at CAP--XX is what we would describe as highly paid. It doesn't surprise me that people have real life needs. It does surprise me when people read too much into it. As proof - RNS dated July 18.
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=CPX&ArticleCode=p9kb7zox&ArticleHeadline=DirectorPDMR_Shareholding
RNS dated 25 September
http://www.lse.co.uk/share-regulatory-news.asp?shareprice=CPX&ArticleCode=i971q1uo&ArticleHeadline=Spire_Health_Tags_launched_in_Apple_stores
But an interesting watch re TESLA
https://youtu.be/Lj1a8rdX6DU
Note the comments about the batteries
This pdf explains the mediation process -
https://courts.delaware.gov/forms/download.aspx?id=15478
For those of you that can't be bothered clicking the link -
By rule, the Court of Chancery has defined business disputes that are eligible
for submission as any complex corporate commercial or alternative entity dispute, including
technology disputes, as that term is defined in 10 Del. C. § 346(c). A "technology dispute"
means a dispute arising out of an agreement and relating primarily to: the purchase or lease
of computer hardware; the development, use, licensing or transfer of computer software;
information, biological, pharmaceutical, agricultural or other technology of a complex or
scientific nature that has commercial value, or the intellectual property rights pertaining
thereto; the creation or operation of Internet web sites; rights or electronic access to
electronic, digital or similar information; or support or maintenance of the above. The term
does not include a dispute arising out of an agreement (i) that is primarily a financing
transaction, or (ii) merely because the parties' agreement is formed by, or contemplates that
communications about the transaction will be by, the transmission of electronic, digital or
similar information.