Member Info for Peoplepower1

kencarv - few companies are giving COVID-19 updates and guidance because they don't know what the outcome will be.

AIM companies only have to give one update each quarter. CAP-XX have already done this for Q1 2020 on 16 March 2020. Best not to expect anything more until the end of June 2020 and then you won't be disappointed.

Thank you Faxandtheinfinit

The car door is one of the four areas of the vehicle CAP-XX is particularly targetting, the other 3 being the windscreen, the dashboard and the key FOB.

No matter what you think of Anthony Kongats CAP-XX CEO for his lack of communication skills with investors, or his lack of delivery so far, there is no doubting his resolve in defence of CAP-XX's IP .

Fresh from seeing off Cornell-Dubilier and TDK ( now both licencees ) , and with the case against Ioxus nearing completion, hopefully, it'll be the same conclusion, for the patent infringement case against Maxwell Technologies , owned by Tesla.

CAP-XX is currently capitalised at £14m , Maxwell was bought out for US$235m by Tesla and Tesla is capitalised at US$144bn. Elon Musk has made no secret of his attraction to supercapacitor technology, and how it will help/enhance electric vehicle performance . CAP-XX’s CEO , Anthony Kongatts is , in my humble view , a very conservative , cerebral , patient , long-term thinker with over 20 years of IP in his bag. The mere fact that he is prepared to take on a 500lb gorilla like Maxwell/Tesla speaks volumes . Could CAP-XX possibly become the ARM equivalent of supercapacitors.

CAP-XX patent, manufacture and sell supercapacitors through themselves and third parties. Supercapacitors are used to help batteries last longer. CAP-XX have yet to make a profit hence the share price stagnation. However, it looks like they'll make their first profit by end of year results 2020 which is from 1 July 2019 to 30 June 2020 for CAP-XX.

Some more info Classhero

Why a 4.30 auction?

To allow unfinished orders to be completed.

eg broker had 1 million to buy over the day, they completed 990,890 and the balance is to be completed, and odd lots are not left over.

or, some funds, brokers, clients try to get set on as close as possible to the end of day price.

or sometimes trades during the day have been amalgamated and are crossed and booked out to a client. Sometimes its part of two different clients matching orders and they want a price to just transfer stocks.

The volume is simply the matched trades at the 4.30pm auction.

Its like a cleanup session for the end of the day.

Usually to find out more, you need to do the operators licence exams, or maybe the IMC courses.

Classhero

This is my research....not my quote... 1635 is the Uncrossing Trade

"Stockbroker standard definition of UT - Uncrossing trade: "This is used for for the single uncrossing trade detailing the total executed volume and uncrossing price as a result of a SETS auction."

I understand there is an auction at 4.30pm to 4.35pm after the UK market closes. Quite why, I'm not sure, as I did think the entire trading day is somewhat of an auction. In the modern day with the computer connections we have, is the 4.30pm auction necessary?

The Uncrossing Trade seems to have an effect on the last price (what I did consider the closing price). Is the auction then just an extension of the trading day for a certain section of people? The closing price (at 4.30pm) does not stay the same, by 5.00pm it has changed. The logcial part of me used to say that 'the last trade for the day made at 4.29pm and 59 seconds is the closing price' - but this is not the case. I assume due to the Uncrossing Trade?

My assumption has been that the Uncrossing Trade is the total volume, and average price, of the 4.30pm auction. Is it also the secret (?) or large (?) or unreported trades that were done during that day? Reading the list of different trade types, it seems as though some trades do not have to be reported when they happen, they can be revealed hours later, or at the end of the day instead?
Who puts orders in to be filled during the Uncrossing Trade SETS auction? I currently think that it is big market makers, stockbrokers and such. Is it because they have traded during the day only with themselves - e.g. In total, their clients bought 50,000 shares in a particular stock and sold 20,000. They do not trade any of those in the real market during the day, instead they just buy 30,000 (the balance) during the auction at 4.30pm?

Any thoughts or information to put me on the right track would be appreciated - Thanks

At Ruffer llp, our two investment objectives are

- not to lose money in any rolling twelve–month period
- to grow funds at a higher rate than would be achieved by depositing them in cash

To do this, we conduct our own research, actively manage investments, and operate freely, without the restrictions that come from following benchmarks.

We know Ruffer Llp became a shareholder of CAP-XX owning 7% of the shares

Ruffer manage around £20bn of funds and have built their excellent reputation around an independent active no nonsense long-term style of investing. Their mantra is consistent positive returns regardless of how financial markets perform and their asset allocation model was, 31% index-linked bonds, 10% cash, 7% gold and gold shares. It is a great credit to CAP-XX that it passed their current highly risk averse approach.

David Newlands has increased his CAP-XX stake from 5.3% to 6.5%. He has built his own reputation around successful UK small cap investing.

The directors of CAP-XX now own over 5% of CAP-XX and are all over 60 years old. The CEO and founder Anthony Kongats is 61 and owns 2.3% of the company .

Yes please

We all know that end of year results for 2020 will be the first profitable year ever for CAP-XX . However, it's not all about the transformational deal with Murata .

The new product flow from CAP-XX gives us clues, a first of its kind 3V supercapacitor has been developed by CAP-XX and started shipping in Q4 2019 .

Here is what the CAP-XX Chairman said in his annual statement, " The new 3 Volt prismatic supercapacitor product is attracting significant interest especially for products using 3V coin cell batteries and new Internet of Things (IoT) products and is expected to be a significant source of revenue going forward .The development of the 3V product has been targeted to meet demand for small, inexpensive, energy efficient power solutions for thin wearables, key FOBs and other IoT devices, especially those using 3 Volt coin cell lithium ion batteries such as the CR2032 battery " .

We know that the global coin cell battery market was worth around US$4bn last year and we also know that Murata launched its own new series of 3V coin cell batteries that have huge performance improvements compared to previous products - https://www.murata.com/en-eu/products/batteries/micro/cr/high-drain .

We're hoping CAP-XX technology is being used by Murata given that their licence agreement with CAP-XX was extended in April 2016 to include lithium-ion batteries. If so , there will also be Murata's royalties for this to CAP-XX in years to come.

The CAP-XX Chairman went on to say in the annual statement, " In the future, there is an opportunity to migrate this same 3V technology into larger prismatic supercapacitors, automotive modules and other products for high-energy, high-power applications " .

A new " I " series of CAP-XX supercapacitors is due to be introduced from Q1 2020 . Does the " I " stand for the IOT or the Internet? Here is what the CAP-XX Chairman said in the annual statement, " Given the increasing levels of market interest in CAP-XX's technology and its high-performance supercapacitors, the Company believes that the IoT market, in particular, offers significant opportunities for growth."

Murata's DMF , DMT , and DMH family of supercapacitors form part of the recent deal with Murata. The associated machinery to manufacture these products has being dismantled in Japan during Q1 2020 , transported and recommissioned in Sydney Australia during Q2 with full scale production scheduled from Q3 .

These products have a current annual turnover of A$14m , and CAP-XX expects to retain Murata's customers and enhance its own business through rationalising their higher cost manufacturing capacity in Malaysia. Increasing annual profit can be re-invested back into the business which will expand capacity and profits.

Ooops so sorry that was meant for the CAP-XX board.

We all know that end of year results for 2020 will be the first profitable year ever for CAP-XX . However, it's not all about the transformational deal with Murata .

The new product flow from CAP-XX gives us clues, a first of its kind 3V supercapacitor has been developed by CAP-XX and started shipping in Q4 2019 .

Here is what the CAP-XX Chairman said in his annual statement, " The new 3 Volt prismatic supercapacitor product is attracting significant interest especially for products using 3V coin cell batteries and new Internet of Things (IoT) products and is expected to be a significant source of revenue going forward .The development of the 3V product has been targeted to meet demand for small, inexpensive, energy efficient power solutions for thin wearables, key FOBs and other IoT devices, especially those using 3 Volt coin cell lithium ion batteries such as the CR2032 battery " .

We know that the global coin cell battery market was worth around US$4bn last year and we also know that Murata launched its own new series of 3V coin cell batteries that have huge performance improvements compared to previous products - https://www.murata.com/en-eu/products/batteries/micro/cr/high-drain .

We're hoping CAP-XX technology is being used by Murata given that their licence agreement with CAP-XX was extended in April 2016 to include lithium-ion batteries. If so , there will also be Murata's royalties for this to CAP-XX in years to come.

The CAP-XX Chairman went on to say in the annual statement, " In the future, there is an opportunity to migrate this same 3V technology into larger prismatic supercapacitors, automotive modules and other products for high-energy, high-power applications " .

A new " I " series of CAP-XX supercapacitors is due to be introduced from Q1 2020 . Does the " I " stand for the IOT or the Internet? Here is what the CAP-XX Chairman said in the annual statement, " Given the increasing levels of market interest in CAP-XX's technology and its high-performance supercapacitors, the Company believes that the IoT market, in particular, offers significant opportunities for growth."

Murata's DMF , DMT , and DMH family of supercapacitors form part of the recent deal with Murata. The associated machinery to manufacture these products has being dismantled in Japan during Q1 2020 , transported and recommissioned in Sydney , Australia during Q2 with full scale production scheduled from Q3 .

These products have a current annual turnover of A$14m , and CAP-XX expects to retain Murata's customers and enhance its own business through rationalising their higher cost manufacturing capacity in Malaysia. Increased annual profit from manufacturing can be re-invested back into the business which will increase its manufacturing capacity further and its profits.

Of course, like all really successful investors, John Lee makes it all look easy, but he also had the education, the long experience, and no doubt the intelligence to learn from his failures and his successes. He started his career as an accountant and then worked for a leading stockbroker. In addition, he actually started investing at the age of 15 in the nineteen-fifties, and his first stock market investment was a disaster when the single ship the company owned sank. But he persevered.

This is perhaps the best lesson to be learned from his book, How to make a million slowly. Namely that investment is an art rather than a science and the more experience and education you can gain, the better investor you will be. Persistence is also what counts in stock market investment because the short-term returns can be volatile, but the long-term returns, particularly if dividends and capital growth are combined tax-free in an ISA, are what really matter.

Of course, like all really successful investors, John Lee makes it all look easy, but he also had the education, the long experience, and no doubt the intelligence to learn from his failures and his successes. He started his career as an accountant and then worked for a leading stockbroker. In addition, he actually started investing at the age of 15 in the nineteen-fifties, and his first stock market investment was a disaster when the single ship the company owned sank. But he persevered.

This is perhaps the best lesson to be learned from this book called How to make a million slowly. Namely that investment is an art rather than a science and the more experience and education you can gain, the better investor you will be. Persistence is also what counts in stock market investment because the short-term returns can be volatile, but the long-term returns, particularly if dividends and capital growth are combined tax-free in an ISA, are what really matter.

According to John Lee, The 12 guiding principles on How to Make a Million are:

1. Endeavour to buy shares on modest valuations
2. Ignore the overall level of the stock market
3. Be prepared to hold for a minimum of 5 years
4. Have a broad understanding of the PLC’s main business activity
5. Ignore minor share price movements
6. Seek established companies with a record of profitability and dividend payments
7. Look for moderately optimistic recent comments
8. Focus on preferably conservative, cash-rich companies or those with low levels of debt
9. Ensure the directors have meaningful shareholdings themselves and ‘clean’ reputations
10. Look for a stable board
11. Face up to poor decisions
12. Let profitable holdings run

Yummi Yoghurt
by John Lee

This is a “first” – focused on introducing young people to the Stock Market – but equally relevant to all novice investors. Very deliberately short, easy-to-read, designed to give a ‘feel’ and an understanding of investment basics, so the reader appreciates what moves share prices, how to invest themselves or to understand and sensibly question what their Stockbroker, Fund Manager, or Financial Advisor is saying or suggesting. Knowledge is imparted through the story of a farming family whose small scale yoghurt business grows into a significant public company, and of teenagers who invest part of their grandfather’s legacies into Yummi shares – profitably!

https://www.moneyobserver.com/your-finances/isa-tips-uks-first-isa-millionaire

Great article about Lord Lee's investing techniques and investments, worth reading.

What is the Jim Slater ZULU Principle Screen

Jim Slater Zulu Principle is a growth investing strategy inspired by UK investor Jim Slater in his book, The Zulu Principle. The strategy combines growth, value, quality and momentum factors. Its most famous ratio is the price-earnings-growth factor (PEG) which compares a company's forecast price-to-earnings ratio with its forecast earnings-per-share growth rate. It also looks for a high return on capital employed and positive relative price strength in small and mid-cap shares. Jim Slater wrote: "Most leading brokers cannot spare the time and money to research smaller stocks. You are therefore more likely to find a bargain in this relatively under-exploited area of the stock market." Jim Slater's son Mark Slater uses Zulu Principle-inspired rules at his MFM Slater Growth Fund, which achieved a total return of 61% over the three years to November 2014. Jim Slater is one of the UK's most popular home-grown investors and his strategy is well followed.

Well Done iwgrod - so they were about 5,000,000 CAP-XX shares bought at 3p including costs at about £155,000.

Somebody waking up to the imminent profit at CAP-XX.

So time to buy and put into your sipp and isa and into your families' sipps and isas too.

Looks like, as iwgrod said, that they were the buys that drove the price up last week

(iwgrod said at the time the order could be buy everything you can get for 3p, take as long as you need).