Member Info for surprised

https://twitter.com/surprised_trade/status/1369188098790277122

IC highlighting KAPE and an initial target of 325p with results expected to further improve valuation

Even after Kape’s share price soared 27 per cent following its US$149m earnings accretive acquisition of Webselense, an independent digital platform that provides 8.5m users with unbiased insight driven content focused on cyber security and privacy trends that attracts software vendors (McAfee, NortonLifeLock, Dashlane and Kape), the valuation is not stretched by any means.

Kape’s directors are guiding investors to expect proforma 2021 cash profit of US$78m to US$81m on a margin of 38 per cent. Prior to the acquisition, Kape was expected to deliver 2021 cash profit of US$41.5m, so profit estimates have doubled. However, the share count only rises 5.8 per cent, so even after factoring in higher interest costs, earnings per share (EPS) will soar.

Well done Archy, stellar return on you pf in your first year (300%)..no idea why you are listenting to the two Pete's, wheelie only returned 12% in 2020 looks like it should be the other way around lol...however, joking aside, investing /trading in the markets comes at different levels of risk and potential performance..ftsee100 marginal moves, low risk, multi year holds to achieve results in typicall times...the lower down the listing you move the greater the rewards, also the risk and importantly volatility.
Normal markets (the last year far from it) are much like you see today, fall backs, rises stagnation, red for a time then blue etc etc...recognising what level you are trading at helps with any frustration you may have in the short term as CPX for example is in a transformation period and about to begin trading at a higher level of business with a more sustainable sp if all transpires as it looks.
A pull back is typicall, this one bigger than most would think, but then world inicies have fallen back harder for tech, it's not CPX specific importantly, frustrating but that IS the market at this level particularly (and not only this level, I see Tesla fell back minus 30%), equally a strong rally is also very likely anytime soon, it works both ways

This vloatility does not affect price targets i.e. 20p+ for instance as I think many will agree an mcap for the potential ahead for such an sp figure is a reasonable target, with the option of higher with some of the global potential for cpx products, however, one step at a time.......if you apply the Pete's logic of simply hold for 3 or 4 years and that is your style then short term volatility is not an issue, if you seek returns within days or even weeks on any entry level then attempting that with a full time job is almost impossible as you cannot monitor a screen all day....even then it it's a hard task believe me

So CPX is still currently an Aim tiddler, that is THE key here, it's about to transform over coming months and currently you can secure a global producer with a global IP and global manufaturing base at an Aim price, along with the short term volatility that comes with it , recognising the potential transformation is the key aspect, not many Aim tiddlers have this potential or route to global markets, a huge opportunity that has been in the making for some time, we're nearly there.

For those holding stock at 14p I'm confident that will be viewed as cheap in a few months time if our research and the company deliver on what we all know,.

So that makes todays sp a bargain buy in my book, it was at under 3p just a few months ago as the CPX story started to fully unfold ( the sp dropped, a fall no one expected and some of us bought heavily at that level) and the history is there to state even at that point a 20p figure was and is still regarded as a realistic and achievabe target for a global CPX to achieve.

just added another 38359 to my over weight position @ 7.80p ...every little helps

mm's 4 v1 ...interesting trading pattern today with those blocks and a stream of 5000 trades ' over a 4 minute period.....they do know how to squeeze the pips

I still the potential return from here, particularly from 8p, jeez, there is even more opportunity at this price....most 'rampers' highlighting a share are simpy just that ,highlighting, having a clear target is always a sensible approach, it does not prevent slicing of gains, always advisable, along with 'derampers' who often have their own disengenous agenda, ie a lower entry etc as they too see the opportunity ahead....it's all part of the stock picking world and most grown ups can work out who has the genuine views...I am under water on a few shares I bought for a trade at 8.99p a few weeks ago, I will simply wait for the sp to catch up. Will I slice a few profits when it returns above, sure I will, will I sell all my main holding on the current view at less than 20p , I don't think so :-)

I've still got a 20p target, the game is far from over yet and general market indicies moves etc all have their impact on the sp, both up and down,...I don't think we've missedmany targets over the past few years, it may take a month or two to achieve, however, 20p plus on knowns knowns is a realistic target if you have a look at the production line, auto deals, chasing cash from Ioxus , Tesla/Maxwell Ip case, epishine light harvesting , and the rest...does todays sp reflect known knowns ? not in my book, however, volatility aside, I remain confident that the sp will re rate again, volatility can also provide opportunity :-)

https://twitter.com/surprised_trade/status/1369188098790277122

IC highlighting KAPE today and a target of 325p with results expected to further improve

well that was embarassing, thought I'd found a nice bit of news, however, it does bring us to the issue as posted earlier by someone, do CPX have a unit in China as per the details posted elswhere ? If it is in the presentation what is based on ? I was searching for any news and clealry there has been potential there ....anyone know more ?

;oops, linked the china and component deal and the article below was dated today at top of page, however, lower down it states feb 2012, , apolpgies for my confusion, but it looked good for a few mins ...i'll exit side stage

https://twitter.com/surprised_trade/status/1369019326603419656

this is news and not RNS's yet

https://www.automotiveworld.com/articles/92249-china-cap-xx-supercaps-approach-micro-hybrid-market/

https://twitter.com/surprised_trade/status/1368655939147100167

expecting profits to exceed expectations ( $39m+) along with revenue increase & cost cutting allowing margins to grow

Further to last nights tweet above this acquisition just adds further to the value, and an initial share price closer to 300p+ in the shorter term with rising potential to substantially higher at this rate of progress and I am not alone I'm sure in expecting results to be exceeding expectations :-)

excellent acquisition, RST going from strength to strength with this Apple aquisition :-)

https://www.lse.co.uk/rns/RST/acquisition-of-the-bookyard-ltd-ajo6k6p1b4vptap.html

Excellent :-)

https://twitter.com/surprised_trade/status/1368645244149972994

ii reducing slowing sp re-rate. IC article Friday night, expect it to be released week 8.03.21 -TSL unveils massive profit, Clearpay delivers £52.9m uplift. Stake doubled in value to £106.6m (100p a share) with eye-catching operational performance

Interims- Profit after tax up 237% to £53.7 million, Net assets at period end of £116.6 million are equivalent to 109.44 pence per share, cash £6.9m,.....Value gap ...next target 120p+

https://www.investorschronicle.co.uk/ideas/2021/03/05/exploit-two-small-cap-pricing-anomalies/

ThinkSmart unveils massive profit

Revaluation of Clearpay stake delivers £52.9m uplift.
Bumper growth in UK ‘Buy now pay later’ segment.
.........Interestingly, Afterpay has just raised A$1.5bn to buy out the minority shareholders of its US operation, a read across of the price paid fully supports ThinkSmart’s valuation of its minority interest in Clearpay. The fact that the stake is subject to a put and call arrangement between the two parties – the agreed valuation principles being the market capitalisation of Afterpay, and Clearpay’s proportion of Afterpay’s gross merchandise value, profits and active customers – offers a clear exit strategy for ThinkSmart’s shareholders, although I expect Afterpay to try to buy out ThinkSmart’s well before its call option becomes exercisable in 2023........

https://www.investorschronicle.co.uk/ideas/2021/03/05/exploit-two-small-cap-pricing-anomalies/

..The number of active merchants increased by 812%. Strong growth in merchant acceptance has continued into January and February 2021. New merchants include: Superdry UK, Signet Brands (Ernest Jones and H Samuel), Pandora, RIXO, Goop, FaceGym, The Fragrance Shop, Lounge Underwear, and Revolution Beauty

"While our strategic efforts are focused on further value creation for shareholders via our holding in Clearpay, the managed wind down of our legacy operations continues to generate positive cash flow as we control costs while rightsizing the operations to lower volumes. This leaves our balance sheet robust. There is inherent, tangible value within our proprietary payments technology and we are continuing to consider how best to optimise the value of this asset.

"Ultimately, the Company is well placed to continue accruing material value for our shareholders,

https://twitter.com/surprised_trade/status/1367375308593262593

Profit after tax up 237% to £53.7 million, Net assets at period end of £116.6 million are equivalent to 109.44 pence per share, cash £6.9m,.....Value gap ...next target 120p+

https://www.lse.co.uk/rns/TSL/interim-results-for-the-6-months-ended-31-dec-2020-mfn4sqeaokaae2x.html

In rob speed's defence he probably tells AK the products speak for themselves , however, that is not the idea for a pr company :-)

totally agree, Rob Speed and the pr is basically non existent and as stated has been for many years,there are many pr companies that are happy to promote the company, how and why CPX have stuck with the same folk is beyond many of us, it would serve all parties from CPX to shareholders if just a basic job was done, CPX are here in spite of the pr boy's efforts not because ....hopefully as CPX turn into a bigger player they will see the importance of decent pr and the benefits of having a decent team to do it.

it's more witchcraft :-)