RE: Parkez wk 30 agenda26 Jul 2018 12:01
extract from 2018 accounts
Our operating segments are based on the types of products from which we generate revenues. We are organized by product lines with five main product groups and
three reportable segments: Electronic Components, Interconnect, Sensing and Control Devices, and KED Resale. The product groups of Ceramic, Advanced, and Tantalum
have been aggregated into the Electronic Components reportable segment in accordance with the aggregation criteria and quantitative thresholds. The aggregation criteria
consist of similar economic characteristics, products and services, production processes, customer classes, and distribution channels. The Electronic Components segment
consists primarily of surface mount and leaded ceramic capacitors, RF thick and thin film components, surface mount and leaded tantalum capacitors, surface mount and
leaded film capacitors, ceramic and film power capacitors, super capacitors, EMI filters (bolt in and surface mount), thick and thin film packages of multiple electronic
integrated components, varistors, thermistors, inductors, and resistive products manufactured by us or purchased from other manufacturers for resale. The Interconnect,
Sensing and Control Devices segment consists primarily of automotive sensing and control devices and automotive, telecom, and memory connectors manufactured by or
for AVX. The KED Resale segment consists primarily of ceramic capacitors, frequency control devices, SAW devices, sensor products, RF modules, actuators, acoustic
devices, and connectors produced by Kyocera and resold by AVX. Sales and operating results from these reportable segments are shown in the tables below. In addition,
we have a corporate administration group consisting of finance, legal, environmental, health & safety (“EH&S”), and administrative activities.
supercaps are only one of many in the total so hard to tell what is going on but it seems they are not in the automotive section as if you look at the avx guide there are no products containing supercaps in the breakdowns .
those percentages are not increases just to be clear -they are proportions of total sales.
There will be no announcement re the IP - lots have happened on these cases so far and none has merited an announcement so far -it is just a stage in the legal process and will not be made public .....the cases wont be heard till next year I would guess.
So we really need something to get our teeth into soon as the share price ebbs ...."..shortly"...... I cant think Kongats would have made the same mistake as he did last year re over estimating how quickly they would announce a deal .If he has that does not bode well....Fingers crossed its a biggie