Member Info for Peoplepower1

Most companies like Boohoo are valued on 3 - 5 x sales and can be up to 5 - 10 x sales where good forecast of growth can be seen.

Boohoo has 1,259 million shares. At about 265p share price, Boohoo's Market Cap was £3,332 million with Revenue of £1,234 million and so Boohoo share price's was valued at 2.7 x Revenue (Sales).

When Boohoo was priced at 400p their Market Cap would have been £5,035 million so share price was more like 4 x Revenue (Sales).

If the market thinks revenue will grow to £2 billion then £4 billion in the next 3 years, Boohoo could warrant a 5 - 6 x Revenue (Sales) multiplier which would value the company at £6 - £7.5 billion and give Boohoo a share price of 476p to 595p.

If Boohoo's growth in the trading update in September doubles, then I wouldn't be surprised to see a higher multiplier which is why many think a share price of 500p - 600p is in sight if they grow as expected in the pandemic and beyond.

Thanks to chrisengland for this info.

https://otp.tools.investis.com/clients/uk/boohoo/rns1/regulatory-story.aspx?cid=798&newsid=1401177

Read in full and learn jongle

https://www.psychologytoday.com/gb/blog/your-online-secrets/201409/internet-trolls-are-narcissists-psychopaths-and-sadists?amp

Please click on the link and read in full. Well worth taking the time to read this in full too.

I filter all trolls and bashers. I am never tempted to unfilter them.

My time is too valuable to spend it reading trolls and bashers' comments. My life on here has been so much better since i've been filtering them. I would recommend doing this to everyone.

https://www.guerillainvesting.co.uk/2009/12/15/stock-bashers-3/

Please click on this link and read in full. Well worth taking the time to read this in full.

Thank you Snowwoman for this link.

https://www.guerillainvesting.co.uk/2009/12/15/stock-bashers-3/

Please click on this link and read in full. Well worth taking the time to read this in full.

hayashi - well done on Avacta and SNG. It's the manufacturing that'll make the money and not the licences. The CAP-XX share price will be higher in a year's time because the automated production lines from Murata will be up and running with ready made customers from Murata as well as new customers. This all means CAP-XX's first profit ever and a higher share price too. I would think the automated production lines will be up and running by October 2020 and maybe even earlier.

All companies get taken to court in America for something or other. That's America, so don't read too much into it. It's the norm there to take companies to court for the least little thing.

hayashi - in my opinion, the market cap is only £13m because CAP-XX is yet to make a profit. Once CAP-XX becomes profitable which will be in the financial figures for the year ending June 2021, then this will go up. For me, CAP-XX needed to get into manufacturing seriously to make a profit. Thankfully, this is about to happen. They didn't have the money to do this for themselves before now, because you're looking at a £100m investment to buy the automated production lines they are fortunate to be buying now for a few million. I think the hope was to make money out of licences, however, that never happened because companies wouldn't pay for them. Too many companies simply used CAP-XX's IP/patents without permission and without paying. Furthermore, supercapacitors needed to be more and more widely used which seems to be happening now. It looks to me like everything is finally coming together at a time when CAP-XX have their own automated production lines. This is where they'll make the money and grow the profits for the future. As the saying goes, always do your own research.

Allenby Capital comment: The three-month delay to the project to relocate and recommission the Murata manufacturing assets acquired at the end of last year will not come as a huge surprise given the disruption caused to international travel by COVID-19. Although the transport of goods has not been restricted, the volume of available shipping has been significantly reduced. There have also been challenges in securing other materials for the fit out of the new facility in Sydney and management has had to work closely with the equipment manufacturers and Murata in order to develop remote engineering support. That said, the asset purchase remains a unique opportunity to transform CAP-XX's profitability by increasing revenue and gross margin at the product level for a minimal capital outlay. COVID-19 has also impacted product sales in Q4 but the outlook for supercapacitors remains positive across multiple sectors.

• FY20 (June) revenue expected to grow 15% to c. $3.7m (ACLe: A$4.5m). The shortfall is a function of a slowdown in H2 in shipments of supercapacitors as some customers delayed delivery dates and some disruption to CAP-XX’s own manufacturing output due to COVID-19. The softness seems to be customer rather than industry specific. Management had also expected some additional licence revenue (including from Ioxus). A$3.7m implies H2 revenue of A$1.9m (H2 FY19: A$1.6m; H1 FY20: A$1.8m).

• Order book for the current CPX products (i.e. not the new Murata lines) more than double the level at the same point last year. Demand across multiple sectors: medical, security and telecoms.

• Ioxus patent infringement: CPX remains confident of winning but no longer expects any significant financial return following the sale of Ioxus assets. Management believes a successful ruling will help in other patent infringement litigation/licensing and demonstrates that CPX will defend its IP.

• Murata project: first shipment of the production assets acquired from Murata is being installed in the new Sydney facility. Second and third shipments have left Murata and are in transit. One is on the water, the final is at Kobe port and is awaiting a ship. Due to COVID-19 disruption to shipping schedules, there is likely to be a delay of up to three months to the project. This also reflects the restrictions on the movement of people in/out of Australia/Japan. CPX has set up remote engineering support around the installation and commissioning of the former Murata production line.

• CPX has started sales of Murata’s outstanding finished stock that was acquired as part of the transaction. Management reports good engagement with Murata customers. These are reporting varying levels of stock and hence some are pushing out delivery times.

• Adj. EBITDA loss expected to be c. A$2.0m (FY19: loss A$1.6m, ACLe: loss A$1.4m). This reflects the lower than expected revenue and higher legal costs from the Ioxus patent infringement case. Cash of A$4.4m (May 8th) and management expects to receive an R&D tax payment of A$3.3m in Q4. FY20 year end cash likely to be c. A$2.5m (ACLe: A$2.1m). This reflects the slippage in the Murata project and the delayed spend will fall into FY21. CPX remains confident that it has sufficient funds to integrate the ex-Murata customers and manufacturing assets.

Directors bought over 7m shares in the market, at around 214.3p, splashing out £15m. That's not pocket change, and it sends a strong signal to the market.

I remain super-bullish on Boohoo, and see it as a cracking buying opinion in my view. The trick is holding your nerve. I see negative opinions on Boohoo as background noise, best completely ignored.

Paul Scott writes the small cap value report for stockopedia. He was a Finance Director for a fashion retail business before leaving to become a private investor and write for the likes of stockopedia.

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http://datasheets.avx.com/AVX-SCP-Series.pdf

https://www.cap-xx.com/products/prismatic-overview/

https://pa.manchester.gov.uk/online-applications/simpleSearchResults.do?action=firstPage

https://www.bbc.co.uk/news/business-53523682

Online sales continued to go "from strength to strength", the ONS added, accounting for £3 out of every £10 spent by consumers.

"But the real growth has been in online sales. Online sales continue to go from strength to strength."

"The motto of the UK consumer has long been 'When the going gets tough, the tough go shopping' and it seems like June encapsulated that well," he added.

For me, CAP-XX has the potential to be a great growth investment. The purchase of the automated production lines from Murata was a superb buy at an excellent price. Practically a steal, in my opinion.

The Murata automated production lines come with already made customers.

CAP-XX have already moved to their new HQ and are overseeing the installation pf Murata's automated production lines. These will be up and running in a matter of months.

CAP-XX have the chance to grow more customers for the existing supercapacitors previously made by Murata as well as finding new customers for the prizmacap; also to be produced on Murata's automated production lines.

CAP-XX have 3 experienced Heads of Sales for each of the following areas;- Asia, Europe and America including South America.

Supercapacitors are being more and more widely used and their benefits understood. Tesla's new battery technology may well include supercapacitors.

CAP-XX have a great new website with loads of excellent product application information as well as technical information in their white papers.

CEO Anthony Kongats has started a blog on the new CAP-XX website as well as sharing information on his linkedin account.

CAP-XX will win the court case against Ioxus and Maxwell/Tesla. Court cases take a long time. I know this from some 15 years experience in court cases.

All profit from Murata's automated production lines can be re-invested back into CAP-XX to expand and grow profit more and more.

What's not to like about any of this?

CAP-XX's order book is twice the level of last year. This doesn't include the customers for the supercaps previously produced by Murata.

CAP-XX will have over A$7m cash, including the tax rebate of more than A$3m. Therefore, it won't need any more money to get the Murata automated production lines up and running.

CAP-XX has no debt.

CAP-XX has great intellectual property (IP) and the best supercaps hence why many companies selling supercaps have infringed CAP-XX's patents.

CAP-XX has a CEO that understands supercaps and how they work. For me, this is essential for a supercap company.

CAP-XX are the experts in all things that involve Supercapacitors.

It’s an exciting time for CAP-XX, after securing the Murata production lines earlier this year, we are now busily installing equipment in our new Sydney manufacturing facility as the equipment arrives from Japan. We expect the installation to be completed in the coming months. Stay tuned.?? We have also fully updated our website, including information about the excellent Murata Supercapacitors and our Prismatic and Cylindrical Supercapacitors, there is a lot of excellent product application information there and free Whitepapers. Go to cap-xx.com and take a look.?? What’s more, we have also set up a Blog and plan to do regular updates to keep you informed with the latest developments in all things that involve Supercapacitors – because we are the experts. So be sure to check in regularly, go to https://lnkd.in/gx-f6NG #supercapacitors #supercaps #capxx #edlc #ultracapacitor #prismatic