Member Info for surprised

https://twitter.com/surprised_trade/status/1400099574409277440

sp suffered on the recent global tech pull back, business is growing and a potential Nasdaq listing for AP, potential early buy out for Clearpay stake on cards too....

https://twitter.com/surprised_trade/status/1400091252700418048

new holding MWE ........value gap appeared on recent sp drop, broker see's fair value at 95p, me too :-)

they've chosen Cpx for their IOT , thereafter, number and orders will be forthcoming as they develop lines and usage etc.

https://twitter.com/surprised_trade/status/1399611032008540162

RNS - 'Eliminating the battery and the high cost of changing the battery is a game changer for companies wanting to widely deploy IoT ' ...another inroad into IOT & energy storage mkt

Afterpay upgraded to an ‘outperform’ rating and issued a new price target A$120+,
today AP price A$95 providing a greater value gap for #TSL

All my share buys are on' jam tomorrow' stocks, yesterdays jam has passed and counts for little going forward...can a stock build from it's current base, is there a market to grow into, do they have the products, do they have the capability, how big is their market ? etc.....is there are disconnect to what I feel the sp should and could be ? is the current price at lows or highs to my ideas of fair value ?....so a huge amount of any share purchase is jam tomorrow, in addition the sp often does not reflect the actual business, at times it over shoots and equally for periods it falls back below 'fair value'....where we are in that process depends on our individual mind sets and that is what makes a market, to me 8p or less is cheap infact less than 14p is cheap imo :-)

https://twitter.com/surprised_trade/status/1397450412828069888

value gap...

Hi Peoplepower, yes indeed the Cenkos broker note stating 'fair value' @ 15p is ona discounted cash basis, so leaves further upside potential in the 'fair value' figure. Add in the elements frequently discussed and very relevant to the sp such as the Maxwell/Tesla IP situation, Ioxus money owed, new contracts, new markets, new products etc. and it is clear to see a disconnect between the sp and the forward look to the business fundamentals.....when a stock is cheap and an apparent diconnect /value gap appears it has often proved a good time to secure some stock (I added a few more a couple of weeks ago at 8.50p)...we all have differing views, it's what makes a market, however, there are many indicators now that suggest 15p-20p still remains closer to 'fair value' than the current level of 8p...

https://twitter.com/surprised_trade/status/1397098863996116995

Cenkos stating 'fair value' 15p , NOT including any new deals, Maxwell/Tesla IP use or Ioxus cash settlement.....value gap exists with large upside in addition.

Bango and Microsoft expand access to Xbox cloud gaming subscriptions across Europe

https://twitter.com/surprised_trade/status/1397077076461621248

Bango and Microsoft expand access to Xbox cloud gaming subscriptions across Europe ....'Bango Platform will enable Telco partners to bundle Xbox Game Pass Ultimate & Xbox All Access as subscription packages.

'we are experiencing the strongest demand for drilling in a decade'

https://twitter.com/_CapitalLimited/status/1397034402530488328

https://twitter.com/surprised_trade/status/1395336342956040197

Simply Wall note out..

Nasdaq and Dow both up over 200pts so far , looks like we could have a bit of interest re generated in CPX Friday :-)

the PDMR was just the usual casha few shares instead of taking salary, that has been a good policy over the years, and is far from being a negative imo, tech globally has been knocked back this month on inflation fears etc, however, tech is growth and CPX have a lot ahead so inflation per se should not be such an issue and all tech companies are affected by general indices dropping, no matter howgood your business, the good news is everyone needs tech, CPX tech particularly, as they are positioned exactly in the right market at a time of change ie. energy storage, the green charge and simply the effectiveness of their products across a huge range of applications, both small and large.....it only grows from here and securing cheap shares in a company with such forecasted growth is something almost every investor is seeking and are often overlooked when they are hiding in plain sight.

Hi James, it's just another consistent view, in addition to Cenkos recently released and detailed 41 page report that also re enforces the way CPX are transforming from Aim minnow into global palyer, and how the market has not yet priced in fair value, a great deal of upside ahead :-)

https://twitter.com/surprised_trade/status/1395336342956040197

.Simply Wall note out...

https://twitter.com/surprised_trade/status/1395337680678948864

trading 72% below fair value....with earnings forecast of over 100% ...no debt .

https://simplywall.st/stocks/gb/tech/aim-cpx/cap-xx-shares?blueprint=1630349&utm_med

https://twitter.com/surprised_trade/status/1395270485001318400

AP now A$93

Capd get's a mention in IC this week :-)

''Capital Limited: approaching the entry zone
One stock that I have been waiting for and is now slowly coming into the target entry zone is Capital Limited (CAPD)....''

https://www.investorschronicle.co.uk/ideas/2021/05/19/don-t-swing-for-every-pitch-trader-tips-in-an-inflationary-environment/

https://twitter.com/surprised_trade/status/1395075603783692297

Kinderhook increased holding up to 8% during the recent drop.....

Afterpay Reports Record Sales in Q3 2021
underlying sales are up 123% from a year ago
Strong operating performance in Q3 FY21 across all regions with underlying sales up 104% on the prior corresponding period (pcp).
Quarterly performance on a constant currency basis was 123% higher than Q3 FY20.
Q3 FY21 underlying sales in the United States (US) and United Kingdom (UK) were up 211% and 277% respectively on Q3 FY20 on a local currency basis.
Based on Q3 FY21 performance, North America4 (NA) is now the largest contributor to underlying sales and outperformed the seasonally strong Q2 FY21 on a local currency basis.
March 2021 exceeded December 2020 and delivered the second highest monthly underlying sales ever recorded, with the US becoming the first region to record more than $1b in underlying sales in a single month.
Active5 customers globally increased by 75% to 14.6m (up from 8.4m in Q3 FY20), with NA and the UK reaching 9.3m and 1.8m active customers respectively.
Customer acquisition has continued to gain momentum in April, with a ~6% increase in the daily average number of new customers in the month to date (April) compared to the Q3 FY21 average.
Active3 merchants increased by 77% to 85.8k (up from 48.4k in Q3 FY20), with a number of major enterprise retailers launching across all regions during the period.

https://www.prnewswire.com/news-releases/afterpay-reports-record-sales-in-q3-2021-301272314.html

Exploring options for a potential US Listing

Afterpay is currently working with external advisors to explore options for a US listing given the US market is now the largest contributor to our business and is expected to continue to grow strongly.
While Afterpay intends to remain an Australian headquartered company, our shareholder base is increasingly becoming more globally focused. A US listing would further accommodate this growing interest.
There is no timeline set for a Board decision on a US listing and any listing would be subject to market conditions, approval by a US exchange and satisfying a number of other customary listing prerequisites.

Economic Impact Report

New research by Accenture has revealed the economic impact of Afterpay on the Australian economy including job creation, driving additional business for retailers, supporting the local fashion industry, and helping consumers to avoid credit card fees.
$6b in incremental sales for retailers and more than $3b in net benefits for 48,000 Afterpay merchants in Australia, including 38,000 small and medium-sized businesses.
$1.7b in sales for small and medium business owners, of which $1.3b were incremental.
$510m in sales for regional businesses.
63,000 jobs, direct and indirect, supported by Afterpay.
$110m in savings for consumers when compared to credit card interest and fees.