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And a little bit more from Paul Scott:-

"Just imagine if I'd put my Asos shares in a coffee can years ago! I bought 500,000 Asos shares at about 4p (the all-time low), and sold them a few months later, thinking I'd been terribly clever, more than doubling my money, a profit of £25k, selling at 9p. Those shares would now be worth £29m."

jeffrey2406 - I think someone once mentioned Panasonic as a potential company for patent infringement.

More from Paul Scott today:-

"Should we be selling online retailers? Definitely not, in my view. I think a lot of business has shifted permanently online. There's also evidence to back up this view. If you look back at what happened last summer, when we did re-open for a while, before the second wave covid struck, I recall that a lot of shops didn't actually re-open. Footfall was too low, and many smaller shops remained closed. Footfall was well down in the larger shops.

If you look back at Boohoo (LON:BOO) (I hold) trading updates last year, the group's very strong sales growth during lockdown actually continued unabated despite physical competitors at least partially re-opening over the summer. This is evidence that a lot of retail spending has possibly permanently shifted online. Plus of course the Arcadia shops, and many others, have disappeared altogether, now being online only and owned by Asos and BooHoo mostly.

How much of a danger is an online sales tax? Reader comments have persuaded me that there is an argument for this, mainly to replace lost business rates taxation for the Government. A figure of 3% is mooted. I can't see that doing much damage to online retailers. They'll just put up their prices by 3%. That's not likely to put much of a dent in sales or profit growth, in my opinion, although it's clearly not helpful. It might actually be a long-term help, in driving out some weaker online competition - remember that many online retailers are not profitable, e.g. BooHoo's local competitors MissGuided came very close to going bust a couple of years ago, and has still only recovered to barely breakeven, apparently. The competitive advantage that online retailers have in saving on business rates, is offset by the nightmare of having to deal with 40-50% customer returns, and the necessity for heavy digital marketing spend, to draw customers in. So I remain of the view that a lot of the critical comments, supporting an online sales tax, haven't really thought through the whole business model. Above all High Streets just need lower rents! (and lower business rates, to be fair)."

Book recommendation from Paul Scott who writes for Small Cap Value Report for Stockopedia. Paul Scott was a Finance Director for a UK clothing retailer before leaving to become a personal investor and write for the likes of the Small Cap Value Report:-

"I’ve been strongly influenced by a superb book that I’m reading at the moment, recommended by a reader, sorry I’ve forgotten who, or I would have mentioned you. It’s called 100 Baggers, by Christopher Mayer, and although I’ve only read 8 chapters so far, have found it full of brilliant insights. Without spoiling the book for you, which I highly recommend, his key point is that history shows that 100-bagger shares are often entrepreneurial, high growth businesses (with a very long growth runway ahead of them), have a high ROE, and great management (who hold lots of shares personally).

Investors who have 100-baggers are the ones who buy, and then do nothing. Just buy & hold for 10+ years. It's also a very easy strategy to follow!

He recommends having at least some of your portfolio in a "coffee can" portfolio - which in 20th century America was used by people to store their valuables, in a coffee can. After their death, relatives would apparently find the deceased person's coffee can, containing some long-forgotten stock certificates, one or two of which would be massive multibaggers.

It strikes me that G4M almost perfectly fits the bill for a potential 100 bagger (from its original float price, maybe not from today’s price!). Hence I've put it in the "coffee can" part of my portfolio, along with Boohoo (LON:BOO) and Volex (LON:VLX) . These are shares I don't intend selling ever, unless something serious goes wrong with the fundamental case. But even then, Mayer suggests you should look through bad news, and even be prepared to absorb drawdowns of as much as 50-80% which occur with most 100-baggers."

Book recommendation from Paul Scott who writes for Small Cap Value Report for Stockopedia. Paul Scott was a Finance Director for a UK clothing retailer before leaving to become a personal investor and write for the likes of the Small Cap Value Report:-

"I’ve been strongly influenced by a superb book that I’m reading at the moment, recommended by a reader, sorry I’ve forgotten who, or I would have mentioned you. It’s called 100 Baggers, by Christopher Mayer, and although I’ve only read 8 chapters so far, have found it full of brilliant insights. Without spoiling the book for you, which I highly recommend, his key point is that history shows that 100-bagger shares are often entrepreneurial, high growth businesses (with a very long growth runway ahead of them), have a high ROE, and great management (who hold lots of shares personally).

Investors who have 100-baggers are the ones who buy, and then do nothing. Just buy & hold for 10+ years. It's also a very easy strategy to follow!

He recommends having at least some of your portfolio in a "coffee can" portfolio - which in 20th century America was used by people to store their valuables, in a coffee can. After their death, relatives would apparently find the deceased person's coffee can, containing some long-forgotten stock certificates, one or two of which would be massive multibaggers.

It strikes me that G4M almost perfectly fits the bill for a potential 100 bagger (from its original float price, maybe not from today’s price!). Hence I've put it in the "coffee can" part of my portfolio, along with Boohoo (LON:BOO) and Volex (LON:VLX) . These are shares I don't intend selling ever, unless something serious goes wrong with the fundamental case. But even then, Mayer suggests you should look through bad news, and even be prepared to absorb drawdowns of as much as 50-80% which occur with most 100-baggers."

I know this doesn't mention CAP-XX. Paul Scott doesn't cover CAP-XX because it's a business he doesn't understand. Just thought you might like to read this and think about it.

Just imagine if I'd put my Asos shares in a coffee can years ago! I bought 500,000 Asos shares at about 4p (the all-time low), and sold them a few months later, thinking I'd been terribly clever, more than doubling my money, a profit of £25k, selling at 9p. Those shares would now be worth £29m."

Plus CAP-XX have nearly A$4m cash with A$0.5m plus the A$3.1m R & D tax rebate received in January 2021 stated as follows in the Half Year Interim Results out today as follows:-

"Cash reserves at the end of December 2020 were A$0.5 million which does not include the proceeds of the R&D Tax Rebate of A$3.1 million received in January 2021"

Some more reminders from Interim Results out today:-

"Total Sales Revenue of A$2.1 million (2019: A$1.9 million) up 10%

Product Revenue of A$1.7 million (2019: A$1.4 million) is up 26%"

This was during Covid-19 and whilst trying to commission Murata's automated production lines.

A reminder from the Interim Results out today;-

" Order book double the level as at the same time last year driven by IoT markets. Customer demand building. Potential demand already exceeds annual capacity"

Exactly noix, these are only the half year results for six months from 1 July 2020 to 31 December 2020. It's the final results from 1 January 2021 to 30 June 2021 that will count. The order book has already doubled from January 2021 compared to January 2020.

goldlust88 - CAP-XX can invest their profits from the purchase of the Murata automated production lines to increase future manufacturing.

https://www.sidmouthherald.co.uk/news/vince-page-on-arcadia-takeover-7316616

In a bizarre twist, as much as many will miss the familiarity of these long-established brands in the High Street it provides a massive opportunity for smaller companies who have the right business model in place to thrive .......

This may help us to understand shares a bit more. Personally, I don't use these stages, however, there are those that do.

Four stages for all shares from Stan Weinstein

Stage 1 - Share is overlooked, doing nothing for years and years

Stage 2 - People start to pick up on the story and it goes up and up and it can go up for quite a long time

Stage 3 - People start taking profits and thinking it’s not going to go up anymore

Stage 4 - Price goes down and can be flat for a while and then it goes back to stage 1

Buy at stage 2 and sell at stage 3 is Stan Weinstein’s approach

This may help us to understand shares a bit more. Personally, I don't use these stages, however, there are those that do.

Four stages for all shares from Stan Weinstein

Stage 1 - Share is overlooked, doing nothing for years and years

Satge 2 - People start to pick up on the story and it goes up and up and it can go up for quite a long time

Stage 3 - People start taking profits and thinking it’s not going to go up anymore

Stage 4 - Price goes down and can be flat for a while and then it goes back to stage 1

Buy at stage 2 and sell at stage 3 is Stan Weinstein’s approach

Sarniashare - the best way to overcome that kind of depressed feeling is to eat 4 squares of a bar of Lindt 100% cocoa or 85% cocoa dark chocolate. It tastes bitter. However, it's well worth the effort for the happiness you feel after eating it.

moose2010 - I think many people on here don't realise that you're a holder of Boohoo shares when you make these comments. I think many don't realise your comments are simply trying to enlighten and educate us on what's going on with Boohoo shares. I get it. Perhaps others don't.

I also liked this comment today from newtrader7:-

"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"

For me, I love to learn from those working on the inside, so to speak. They are able to bring a different perspective to the chat board.

I liked this comment on here from newtrader7 a few days ago:-

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

Potential is there

So, let's remind ourselves of this statement from the Interim Results out today:-

"Furthermore, since the period end the order book has continued to grow and as at the end of January 2021 stood at over 100% higher than at the end of January 2020. Pleasingly, the growth in the order book is well spread, coming from all geographic regions and from different Internet of things (IoT) related market segments."

We're all invested here because we believe in the potential global growth of CAP-XX.

PJT12 - and so will we be delighted if we get to say I told you so in 12 months time. Fingers crossed:)