Member Info for parkez

"n terms of the outcome for the full year ending 30 June 2019, although the Company's long-term sales pipeline is healthy, CAP-XX's immediate concern is the short term sales revenue position, and the Board intends to provide a trading update in respect of the second half of the 2019 financial year before the end of April 2019, once all relevant customer visits are completed and their short term order positions are better understood."

Can we take this as a warning that short term sales are not going to be as good as last year?
Put that alongside the loss of AVX licence fee and the reduced royalties due to Murata then the full years results at this moment in time are going to look pretty dismal?

6 months (preferable 3 ) to change that scenario.

So whatever happened to...
"I am pleased to be able to tell you that we currently have record levels of enquiries for our extended range of supercapacitors"

The Board of CAP-XX is pleased to announce that as it approaches the end of its financial year ending 30 June 2018, the Company has received a sharp increase in enquiry levels across all product ranges, including its recently announced 3 Volt technology. Â Total enquiries, if converted to orders, would amount to annualised sales in excess of US$20m per annum, including over US$2m which has already been classed as design wins, .

????

Anyone want to answer that?

Awful lot of trolls on here today !!
definition of a troll must be...
poster/investor giving his opinion.

AK is 56!
not exactly getting on a bit in the world of business...
Annual compensation of A$ 387,163.
From what i can gather has invested £1m of his own cash in this company ,holds nearly 10m shares at a average of 10p.

WILL NOT be sold soon imo....
A share for lths but everyone has their limits on patience..

We can wake up tomorrow and get a red dot with the RNS of our dreams...on many different fronts, as someone once said it only takes a second to score a goal and change the whole game.

HaHa charts....

"There are still several other material licensing agreements being negotiated with several worldwide potential licencees, although given that these licencing discussions are all at differing stages of completion, the Board is reluctant to state publicly when they are likely to be completed. However, it should be stressed that the successful completion of licencing negotiations remains a key short-term objective for the CAP-XX management team."

How long is considered short term?
Medium term?
Long term?

i try and get excited, enthusiastic but i keep thinking back to all the other remarks from AK that have yet to materialise.
Maybe just maybe its just around the corner.

secrecy,
As an investor we hope we hit lucky, we are willing to take risks while there appears to be a glimmer of hope for the high rewards AIM can sometimes give...
Supercaps in mobiles...Murata and Cap-xx collaborated on this, the main aim of their agreement was to get supercaps into mobile phones...Murata have now it appears exited...looking very unlikely.

Cap-xx tech in batteries.....silence since 2016. Formula e was a long shot, now looking unlikely.
Automotive...Cap-xx developing since 2012....silence.

investors need excitement..especially AIM investors....no good saying it will all be ok in 3 years.....3 years ago and then saying it will be ok in another 3 years....but thats whats happening.
we need some truths, some information...boredom sets in otherwise and the sp drops.

i will not be selling, will continue to add a few...just have to look elsewhere for that excitement, have to admit getting bored with this one!

Please enlighten me...what is the last piece of the jigsaw???

to my average.
Cant blame anyone for selling, Company promises so much but as yet still to deliver ...i myself will continue to accumulate and hope they eventually do. At the moment Cap-xx looks just the same as all the other Supercap manufacturers, AK once said he had something unique to sell....taking a while to find those buyers.

Improvement in manufacturing output planned?....whats that the third such increase in production facilities and yet sales remain very static!

Very confused....a lot here does not make sense to me.
AK is either hiding something or telling porkies...imo

Other income
884,211 HY 2018
720,000 HY2017

" Royalty and licencing revenue were flat when compared to the previous year."

How can you predict breakeven...just as likely a bigger loss from this statement.

In the short-term, the degree of current worldwide economic uncertainty may result in some delays as to when certain of the identified projects within the pipeline may proceed to mass production. Projects are not being cancelled, but are at risk of slippage in terms of the timing of when initial orders were expected to be received. This is a common finding when negotiating with third-parties in the electronic components industry. It is too early to determine the effect that any such timing slippage may have on the results for the second half of the current financial year.

Nothing exciting, nothing really disappointing...unfortunately i think investors needed something to get excited about from todays interims.....not forth coming....lets see what the market thinks.

Royalties disappointing....remain flat, yet TDK royalties received, effects of Muratas discontinuation of products?

Was hoping for some little clue as to why the lack of communication from the bod...but nothing...really a non event today imo.

Interesting read
https://hothardware.com/news/pich-mark-zero-ev-300-mile-range-5-min-charging

Early yet, but looking hopeful.

First small trade of the day was a top up for me. Earnings report is out today.
Expecting a blue day...but i am always wrong.

The words "can take many years" were my point...well they have had many years....2019 is the year for new developments from the auto industry,...
i know i am waiting for further details regarding Formula E and VW....until i am educated otherwise i will remain hopeful.

http://www.allenbycapital.com/research/research-cpx_15_812156059.pdf

The automotive part is worth another read...especially about how investors need a little PATIENCE!!

That imo would depend on why the funds were raised, it states
"The proceeds of the Subscription will be used to advance the Company's strategy to increase product sales and to complete additional licence agreements."

How much would be needed to increase product sales and complete licence agreements if they were automotive related, via Cap-xx production or JV...£2M,£4M? £10m? its possible an upfront fee was paid but still funds required...lets hope we are educated a little further on this matter come wednesday.

It's not what you do it's how you do it, suggests low self esteem....go get some therapy.