Well you asked . If you believe that Licencing is generating good revenue then list income from the last 5 years. Its peanuts . the highlight was the AVX deal which generated about £2m. That's gone now. My opinion is that quite simply whilst protecting IP sounds like it makes sense , it is not to date generating much recurring revenue and always about 20% of total revenue. So the record to date is not good
well H1 product sales were up a quarter year on year whereas licensing revenue was down a third. basically we have nowhere near caught up with the giddy heights of AVXs up front fees. They still flounder below 20% of total income
Do you honestly think any body who is ready to rock and roll will wait 18 months to see what happens with somebody else. The ultimate measurement here is the revenue and it hasnt taken off yet . Why ??
RE: I’m in, but not sure for how long. ...26 Feb 2021 14:28
Well Aerial my first motor bike was an Aerial Leader. That's what CPX wants now someone who actually delivers . I have no doubt Covid has affected many careers but as I say there is always something with CPX which perpetuates jam tomorrow
I suspect there are several ways he could "deal with us" . I suppose it depends on how much of a problem we are to him. Lets not kid ourselves there are risks. Not everything in business is fair and above board. Come what may the last concern of any of the players will be the plight of CPXs PIs.
I was always nervous about picking a fight with Musk but there are of course those who say "we had no choice" and I can sympathise with their point of view. Hindsight will be a wonderful thing in this case. Lets hope it turns out OK and never reaches Musk's actual in tray as his instinct may be to throw money at the problem.
Am I reading CGT correctly? The normal income tax first threshold is at £37500. So, any earned income above your personal allowance and that figure is paid at 20% and 40% above. CGT payable is calculated as extra income if it is above your CGT allowance and payable at just 10% up to the threshold and 20% above? If you hold in a joint account, I assume any gain is distributed 50/50 to each person? Apart from that I am trying to work out whether with CGT rates expected to rise it is worth taking some above threshold gains now
The bottom line is that this share has fallen from 14p (and on the way to 20p as advised by most rampers) to 9p in a couple of weeks. Such a frustrating and disappointing change of events. Still at least the Newlands called in right
Spinning negativity/realistic comment you decide. All I say is that the proof of the pudding is in the eating. I merely emphasise that in terms of results we probably wont see any definite figures until Oct 21. Until then we only have forecasts/speculation or promises. For what its worth I think the "promises" are more realistic this year than in previous years but I still worry about the Covid effect
With production only recently started I suggest the H1 results (Mar) will show little positive news and with H2 not usually being reported until Oct I suggest we need some really positive RNSs in between to make this fly. Here's hoping
OK As I see it Covid will leave the whole of the world in a different place economically so the predictions of a "huge market" are based surely on the pre Covid situation ?? What is the best informed guess on the likely shrinkage in the market size
I suspect the Tesla case will be decided on a "depending what mood Musk is in " basis. As the post Covid world will lean heavily on by men like Musk to get some sort of economic growth going it may also be decided on political grounds. Ioxus have already shown that there are ways of getting around/delaying judgments. so i suspect Musk could come with something if he really felt like it. What we all really want is a quick solution and not necessarily the best one . Urgent conflict resolution is needed.