Member Info for surprised

AVX's response will be interesting...commercially sensitive information etc.......

https://www.dmlp.org/legal-guide/responding-subpoenas

https://twitter.com/surprised_trade/status/1425503588126756868

Tamzin was kind enough to send me this link to presentation re #ACRL....excellent presentation & fully supports my new position here

https://www.piworld.co.uk/company-videos/accrol-acrl-full-year-2021-results-presentation/

https://twitter.com/surprised_trade/status/1425382278411296774

took some ACRL
expected to improve margins and sales due to get back to pre covid levels, supplies the growing 'value' supermarkets

https://twitter.com/surprised_trade/status/1425159299966373888

IC stating 140p+ on current values and GCI 160p+....

Hi MW, yup, not all rollovers, some will be straight sells now, placing shares are on mkt today so a few days with a few unloading and then it should settle...then at some point the news flow will start.....if i'd just parted with £3m I will be expecting news flow over coming weeks and a decent return on my investment......looks like more upside over coming months than down :-)

sells look like 'roll overs'..sp not moved ....I had some shares in another stock that were 56p went to 95p , dropped to 55p over a few months and are now 107p and rising....the business was always growing throughout, however the sp reacted differently.....just one exampe of how the sp can be at a disconnect to the business at different times :-)

Blimey ....should have read .........'The sp does NOT indicate a great business or a poor business on it's own,..

should have read .........'The sp does indicate a great business or a poor business on it's own,....'

the sp is not the business and vice versa......the guys who just invested £3m are clearly either deluded or have greater expectations of a much higher sp ;-)

The price anomalies on Aim stocks with small mcaps such as CPX are a common and frequent aspect, we frequently see good business with a low sp at times & some not so good busineses with what seems like an inflated sp. Each has to decide where a stock fits into that range at any particular time. The sp does indicate a great business or a poor business on it's own, it's a bit more complex aint it .....

agreed Rivaldo, sp seems cheap now and so took some CLX on this pull back :-)

https://twitter.com/surprised_trade/status/1423219735026601986

.....a great deal more upside :-)

This is where CPX is heading (and others want to be ....)

5G and IoT: Emerging Technology with Endless Use Cases

5G is about a new communication system that includes a mostly New Radio (5G NR) framework and an entirely new core network that aims to improve wireless connections worldwide. It also includes the concept of multiple access for connectivity technologies like satellites, Wi-Fi, fixed-line and cellular (as standardized by 3GPP).

With IoT-enabled devices in mind, 5G connects more devices at higher speeds and makes things like lag nearly non-existent. As a result, 5G creates an excellent user experience irrespective of what application, device or service you touch.

Massive cellular IoT technologies are characterized as a low-cost, low-power consumption solution. They thrive on deep and broad coverage indoors and outdoors. They deliver secure connectivity and authentication, are easy to deploy to any network topology and are designed for full scope scalability and capacity upgrades.

Businesses, city developers and other industrial organizations can connect more devices with better capability for much less
Internet of Things (IoT) solutions will connect?more than 50 billion devices by 2030. While 5G is still rolling out at neck-breaking speed, the resulting evolution in communications will bring the world to a faster, smarter future.

Smart homes, synced watch and phone devices, and fitness apps are commonplace now and will grow with the speed and performance capabilities of 5G. With a heavy reliance on mobile IoT on such a grand scale today, in the next 20 or so years,?the 5G future will look completely different. We will see the large-scale automation of vehicles and utility services like waste management and energy production through smart grids and?smart environmental monitoring to cut down greenhouse gases and pollution.

Imagine being able to park a smart car in a parking garage and gain wireless charging through the city grid while you work and then messaging your vehicle to drive itself from the parking garage to your office door.

Farmers in rural areas will be able to monitor and track crops, livestock and machinery more easily through drones and super-dense sensor networks.

Home users will be able to fully integrate the COVID-led work-from-home paradigm, which will very likely survive the pandemic as a new corporate norm. Additionally, home users will be capable of optimizing power usage and streaming their favorite entertainment from anywhere.

Society will be more efficient, smart cities will live up to their name, and users can expect personalized streams of information catered to their liking.

CPX has the tech, IP and production line.... in the right space at the right time, the business should , as brokers suggest, be rated nearer 15 /16p on current knowns and future outlook, however, we currently sit at a lowly 6p......daily sp fuctuations aside, all indicators point to a great deal more

https://twitter.com/surprised_trade/status/1423192319294124032

pulled back after the steep rise - Universally liked deal leaves substantial upside with analysts all stating fair value closer to 140p/150p+

https://www.investorschronicle.co.uk/ideas/2021/08/02/thinksmart-strong-buy-opportunity-squaring-the-circle/

IC target 140p+

https://www.growthcompany.co.uk/post/think-smart-it-s-hip-to-be-square

GC target 166p

MTI’s divisions have robust trading prospects driven by ongoing structural growth in their respective end markets: global warming and climate change; increased defence budget spending; and demand for next generation 5G networks.

MWE starting to pick up larger contracts for 5G backhaul antennas as mobile network operators roll-out higher bandwith 5G services
First-quarter pre-tax profits increase 25 per cent
Net cash increased by 10 per cent to US$9.5m

https://twitter.com/surprised_trade/status/1423184329136558080

indeed, it's what makes a market, different opinions.....some folk will move on at this junctureand good luck, others will take the opportunity invest £3m in CPX at this level expectingr a return over coming weeks/months

the business is actually doing well, growing, increasing production and securing new business in new sectors too and has some of the most valuable IP's in the industry, the sp just needs reminding :-)

:-)

The Times today ....

https://www.thetimes.co.uk/article/restore-tells-marlowe-takeover-offer-is-not-good-enough-tmhlfzfk6

Marlowe will have to sweeten its offer for Restore, its fellow business services group, after the latter’s shareholders sided with their board and panned its £743 million bid.

Seven of Restore’s investors, including Octopus Investments, its biggest backer, have written to the board saying that they will not entertain the 530p-a-share takeover offer Marlowe is thinking of tabling.

Alongside Octopus, six other big shareholders, including Polar Capital, Slater Investments and Stellar Investments, have said that they would vote against the deal as it stands. Between them, the seven investors hold 33.3 per cent of the shares.

“We are delighted by this strong show of support from our shareholders,” Charles Bligh, chief executive of Restore, said.

My thoughts are that these two tweets below are relevant to each other and part of the 'plan' going forward. Increase production output as per todays rns... Increase news flow to service the fund raise and raise the share price to satisfy all participants and achieve a return on a near £3m investment. ....New business lining up on CPX's over flowing order book and increased use of IP in IOT/energy storage sectors etc and at some point a sale/merger with , say UCAP (the old Maxwell, who are seeking IP's for sectors and seeking to expand again) .. the broker notes re 15p / 16p regading current fair value for the sp will and are still very relevant and an mcap nearer £100m (aprox 15p+) will be a fairer assesment of the current expected value here, indeed more, closer to 20p, if /and or when any IP court case wins........ .let's see how well this message agaes over the next few months :-)

https://twitter.com/surprised_trade/status/1422596870355013640

Fund raise for expansion, to service an over flowing order book and new lines of business, so no negatives imo....fully expect some consistent news flow over coming weeks to service the raise and placees start, as near as dammit, in the same place as everyone else ..

https://twitter.com/surprised_trade/status/1422533887788466194

on going IP case & is CPX a target for takeover or merger now by UCAP (formerly Maxwell) ?..CPX have a host of IP's for the capacitor/IOT/energy storage industry & a new production line...

Hi TD, by expansion I mean compared to cpx capabilities currently to maximise the existing production line. We knew it was not at capacity despite an ever increasing order book etc so I see your point about further capex etc however it will expand what they are doing currently.....the placees will be in at 5.5p to get a return the sp will need to motor from here, or why put a few million quid to work in cpx ? So some regular and substantial news flow will be the order of the day to lift the sp and provide all participants the opportunity of a return, ...at about the same price everyone else can buy at currently .

https://twitter.com/surprised_trade/status/1422596870355013640

Fund raise for expansion, to service an over flowing order book and new lines of business, so no negatives imo....fully expect some consistent news flow over coming weeks to service the raise and placees start, as near as dammit, in the same place as everyone else ..