Member Info for newtrader7

Wouldn't worry I meant sorry.

Glad I bought more into arw when it dropped back 20% after the big climb...

I think either way this one will be good for continuing smaller climbs if its not sold..

Would worry about it archy. If you look into the company & what it's making you would expect to wait a few years for the tech to become common place.

The company I woke for also have their own version of this tech & it's being worked into future projects for the auto industry etc. So if it catches on its one for the years ahead & nothing here & now just yet.

This tech is still in its infancy, you will have to wait till its more common place in designs to see some real growth.

Then it'll be can cpx keep up & meet demand or will it be out done by the competition in which case it will need to be investing in modern production equipment & not used items from others.

Buy in if your confidante & forget about it for 12/24 months

Peoples power,

My view on the 4th line would be the sooner they get it up & running the more time they allow themselves to get the yield to the level they want & iron out any issues. The more time they allow for this the better. Delaying it could mean they don't have engineering know how or just lack engineers to throw at it, such as they stated the needed support from Japan etc. Which kind of supports this thought

With regards to them taking over from murata, don't put to much thought into it really, the cpx components are only 1 component on a pcb which is made up of 100's most likely.
It could be a case of whoever the cem/oem is building the PCB's they have an alternate part on the bom so they can drop in any number of components if there is a shortage of the preferred type. This generally runs to a main comp with 4 alternate before required to gain further approval of change.

If its a product currently in production then the part change can be implemented vai a engineering change notice if not already part of a BOM & go straight into production once all the companies or pcb produces OK the change depending on what the contract states will decide how many need to approve it.

If this is a new product then its likely already on the bom & it will just have to go through all the validation processes etc.

Not sure if I've missed anything or if it's clear there, each time I read it bk I make slight changes haha

Happy to give my opinion from experience of producing electronic items for the automotive sector.

I could be wrong but what I'm stating is the general rule of thumb if you like. We have moved faster but there is unwanted risk on both sides if you like & if it's one thing the automotive sector doesn't like its risk but there are certain companies that will happily bypass things. One of which we had the pleasure of dealing with for the pinical of said sport was notoriously cowboy.

If you can think of anything I could give a view on then feel free to ask, I may miss it though as I'm not one to come bk n fore daily

If your aware of the global electronic component situation then you will know that demand is far outstripping production capacity on a global scale & isn't expected to improve this year as its not in the best interest to increase capacity at the moment.

Sales are working on an allocation basis & will do for some time for the more complicated components such as integrated circuits, bare die etc etc this is filtering into a number of other components also.

So I wouldn't look to much into the capacity or demand issue, the fact there appears to be no rush to get the 4th line up & running is a concern to be.

Also wouldn't expect a big push to expand on production if they have gone down the road of using 2nd hand kit, the investment for a single line in modern kit could likely replace 3 of their current lines but naturally the outlay & roi would be greater.

I would expect things to carry on as they are until the tech becomes more common place.

This is a buy now & come back in 2 years.

Say for example the start to supply stuff for the automotive sector there is a 2 year period of validation to get through before you get into volume production.

Tradingdutxhman,

Maxwell could just be thinking that their deeper pockets will outlast cpx spend in going after the case...

I think this one will be a few years before the tech is common place, that's where we will see it shoot up.

The tier one auto accreditation is just the fact they have certain systems in place for quality & traceability. This sets them up nicely for the coming years.

I got in today after spending months looking at this company. The potential is there for some great growth

If it drops further I'm tempted to put a bit more into this. Bought into this during the drop last march & can only see positive things even without the sale etc.

If it does, I'll be jumping into this. I've been looking into this for a while & have set a buy order if it dips to below 10p

Im working for a tier 1 electronics automotive supplier & we have future projects based on super caps etc.

Potential is there