Member Info for scotlouie

Totally agree Richy, hoping to get it before we end the year which is just under 6 months away. Ideally i would love for it come come this week/month but im being relistic with the government timeframes. If it comes early ill be just as excited as everyone whos been waiting for it :)

If i need to wait so be it. Ill be adding on the lows as im pretty sure it will come, one way or another.

I also had a cheeky top up today. Would be rude not to :)

http://powerpulse.net/powerview/powering-e-ink-displays-with-supercapacitors-and-energy-harvesters/

Old link but relevant with comments on the RFID tags

http://www.rfidjournal.com/articles/view?17584/

May of already recieved an order through AVX (unless direct from cap-xx)

Not only limited to price tags other companies could jump onto the bang wagon getting rid of paper and pointbof sale tickets going to digital.

As described in above link.

"The solution also works for other applications beyond retail, such as health care. The e-paper—which uses a segmented display—can display both words and numbers, so a reader could update information such as whether supplies on a shelf or in a drawer require replenishment, for instance. "Each user may have their own product requirements" for labels, Greene says, and Powercast will work with solution providers to develop a specific label for each use case."

https://www.cap-xx.com/products/photo-gallery/

Cap-xx and power cast previous harvest modules so it would be smart to think theyre still working with them and possibly within the RFID tag.

http://www.powercastco.com/products/rfid-price-tag/

With the up and coming release in Q4 2018 for powercasts new batteryless RFID price tag it could do well in the new digital era we live in now. Not 100% sure if the super capacitor used is cap xx but cap xx already have a partnership with them so could be another use of our thinline capacitor.

Although 107DCN2R7Q is the main one in question its worth noting CPX is carrying out tests on other ones which may be infringing on also.

107DCN2R7Q,
304DCN2R7SCBB,
155DCN5R5M,
205DCN2R7S,
205DCN5R5M,
255DCN5R5Q,
305DCN2R7Q,
335DCN2R7MGJG,
475DCN2R7SGJG,
505DCN2R7Q,
106DCN2R7M,
106DCN2R7STJD,
256DCN2R7Q,
306DCN2R7M,
107DCN2R7Q,
107DCN2R7SLB,
657DCN2R7SZZ,
305DER2R5SFU,
and 657DER2R5SZZ.

Hell of a lot if sucessful!!

https://youtu.be/DmMFPT4iMUc

Cellsoul describes its product 

"The product is extremely low powered device with energy harvesting capabilities and its wafer thin battery will last forever"

Sounds fimiliar but website for them doesnt show much id be curious to know whats inside that little sticker ;

Sorry wrong board.

https://youtu.be/DmMFPT4iMUc

Cellsoul describes its product

"The product is extremely low powered device with energy harvesting capabilities and its wafer thin battery will last forever"

Sounds fimiliar but website for them doesnt show much id be curious to know whats inside that little sticker ;)

Excellent comment tom... and your dead right.

Looks like i may of snatched some cheap ones for my top up, got them at 9.25p and ask now sitting at 9.70p lets hope ive timed it perfectly and the rerate comes now lol!!

If not then ill add until it happens! I dont mind waiting :)

ADJ its 9.25p on the bid.

Boom town!

Could def be a good day ahead. Great results. Great profit and currently (until market opens at least lol) undervauled!!

Anything to say?

WOW for a PE x10 - 15 gives a fair value of 8p- 12p

Sweet!!!

Forgetting about the mess about ukraine. We still own the rights for the feedstock for another 46 years so we have the feedstock for poland... or very possible to have depending on logistics etc.

Quote from the results

"Whilst AEG has no companies or business activities in Ukraine at this time, the Group retains its supply contract granted by the Lyubomi Forestry, which is the administrator of the Lyubomi Forest in the Ukraine.  Following the extension of the contract term during the 2014, The remaining useful life on contractual relationships is 46 years. AEG is reviewing options to utilise this asset to provide feedstock, and therefore security of supply, to future CoalSwitch operations in Eastern Europe, notably Poland."

So it could be all gun ho over there shortly!! Poland feedstock sorted... soon to be NFL feedstock sorted and then hopefully alberta feedstock sorted!!! Then its pumping out as much coalswitch as possible. Remember buyers already lined up... (cough cough RMP hehe!!)

People are angry with current situatuion of AEG. Ok youve not made your 20% in a short timeframe but look at the bigger pitcure and bigger gains to be made. Im happy with my investment and happily hold for the future along with adding on any weakness like others have been doing. Each to their own but its all theres for excellent growth. Richard and his team need to deliever but up to now i feel theyre on track and will continue to surprise us all along the way!

I missed that fundraising... i dont why LSE is not showing that RNS. Although the site has been having problems of late

What makes me wonder in the up and coming results...

Ita all about profit and how much they made of it.

If you look at last years results rev was £9.2M, gross profit was £3.2M, so say about 30% margin. From the £3.2M net profit was £0.4M gives a EPS of 0.097p at a PE of x15 gave a fair value of 1.45p.... hence why CNEL stuck around this price most of the year without releasing big contract news (forgetting the swings over this price and under. Mostly avg this price was fair value)

Now look at the recent half year results.

Rev £7.73M, gross profit of £1.87M, so roughly the same kind of margin this time closer to 25%. With a net profit of £1.19M producing an EPS of 0.26p. (Harder to work out forward calculations for x15 pe due to half year)

Fast forward to trading update. Rev of £24M. My previous calulations were base on £2M net profit (quite easily done when half year was £1.19M) which gives an EPS of 0.45p. Giving a fair value PE 10-15 is a share price of 4.5p-6.75p.

But £2M is only 10% of revenue. This number could be 20% which could mean a fair value of 9p-13p+...

Ill let that one sink in for a while.

But in my eyes £2M net profit should be minimum SP of 4.5p a 200% increase of todays sp... value here? And undervalued??? I think so! Lets see if market agrees come the results