Member Info for surprised

well we don't have the daily pr like bids (ain't their sp done well) but we do have products that other's can't copy as we have our global IP and importantly royalties that will grow and earn while we sleep (best income source) and an almost unlimited market to trade into...so 4p would seem incredibly cheap, I thought 5p and 6p was too though !! p, 4p in all seriousness is ridiculously cheap imo when considering existing business alone, capital position and takes no account of potential looking forward, if there's a positive in this current level of sp it's the clear opportunity for a very large upside from down here and depending on your risk v reward mentality seems like a great opportunity if we can rebound to previous highs or beyond once news flow begins, staff share options first up, then .........can anyone do a podcast for us lol :-)

...and then they roll the block trades back in again...co incidentally ??

and a 0.9p divi on 27.0619..a lot to like ;-)

Yup, looks like the fund has finished selling off a few stocks and sp can run freely back up to previous much higher levels and as stated by BOD trading is strong and 2019 started very well ..a lot to like :-)

''2019 had started well as we continued to deliver against our strategy to seek sector dominance in the markets we serve, which are underpinned by compliance demand. That position is unchanged, trading continues to be strong and the Board remains both confident and enthusiastic about the Group's prospects and performance.''

Yup, looks like the fund has finished selling off a few stocks and sp can run freely back up to previous much levels and as stated by BOD trading is strong and 2019 started very well ..a lot to like :-)

or stimulate a few trades even a little later ....

looks like the mm's are giving their opinion on the shorting petition....a few block trades to calm it down :-)

ps Everyones under water here who has bought in from April 2016 to date, that's EVERYONE, all the iii's, Newlands, placeees at 8.5p etc etc. looks like an ideal situation to post a few views and share a few opinions, on both the business and 'trading' aspects.......better week last week and odds on a better week ahead next week maybe...small volumes compared to spike type days but steadily and gradually the facts are some large holders are gaining ever larger holdings :-)

every little helps,......I've always held the view it's shareholders against the markets, : -)

Thanks guys, Newlands 3.6%., Cannaccod now 12% I topped up at 3.96p last week and I see PC01 added to his placing shares too and we find ourselves at 4.40p , up from the high 3p's in just the last four days...look forward to next week too :-)

we can now also add in Canaccord Holding going over 12% on 24.04.19, nice delayed notification,by a month there I see, to last weekend's post below :-)

'' thanks to PC01 for a hugely important point at the investor meeting with AK stating 'he was astonished when I asked if the trading statement was an implied profit-warning,..'.

Apart from our current improved financial position detailed in earlier posts and the potential ahead, there is the 'trading/investment' aspects to consider....

The placees offered up just under £2 million quid at 8.5p at just an 8% discount to the sp at the time, that's confidence, and they have been underwater since. My understanding was they did not expect an immediate return on the investment (quick flip) but a healthy gain over the next period (year) and the tiny discount in a difficult market would support that view imo.

The sp 'dropped' the RNS day (16.04.19) 25% on opening (mm's moved it down) the buys outstipped the sells by nearly 4 x 1 from the off at 8am and the sp could not gain traction over that period, as we observed and commented on at the time ,much greater buying pressure all day and yet no upward movement in the sp.

On 17.04.19 the Newlands declared a 3.6 % Holding in Cpx following the sustained 'fall' below 8.5p in mid Feb, two months on a downward trending sp and 'co incidently' someone picked up closer to 4% of CPX.

So we have placees awaiting a return on their investment at 8.5p, seeking higher and we have a new HNW holder of close to 4% of CPX who will clearly seek a decent return on I would estimate a holding picked up between Feb and April at somewhere between 4 to 7p.

Nothing shoots up in a straight line but clearly some large funds have entered CPX in recent months all with an expectation of a much higher sp over the next year or so, AK has attracted the funds in and few would part with such monies if they felt the potential could not be realised...reading back of earlier posts we clearly have an unlimited global market to sell into and it looks like others also see the potential here, they've put their money in here too, and some a lot higher than the current temporary 4p level :-) ''

lol...it's global IP, global products etc and the global need for supercapacitors does not change no matter what the politics.....

https://twitter.com/surprised_trade/status/1134358881667297280

sp was 3.95p (!) Tueday morning, 4.30p now as rally gathers from oversold.....Newlands secured near 4% of company 2 weeks ago, placing for increased tooling to meet increased demand was 8.5p, target sp above previous highs.... there's your figures/clues

https://twitter.com/surprised_trade/status/1132977456904847361

look at the tech, unlimited global market , it's IP strength TDK, Murata, AVX, Roche, increasing royalty payments and look at the oversold chart position and gap up to fill ..there's your clues

......and it can change in a nano second, that sentiment thing :-)

:-)

whatever made the Newlands secure 3.6% of CPX over the past few weeks ?.....maybe they have not done any research before parting with around £450k to £500k....maybe it's just punt money..makes you wonder :-)

it's not a reason for anyone else to buy CPX on that basis alone, however, it may be a consideration when looking ahead at potential possibilities that someone else felt comfortable enough taking a larger stake than most of us have at a time when the sp has factored in little or realistically no current business and ignored entirely any future potential .....

Well done all in Bids, however, if fundamentals are your thing, £300k income only to date, cash burning monthly faster than income by a large margin currently, a £5mill placing and an mcap of £63mill......demonstrates how Aim is driven by many other factors at times....., and it can change in a nano second, that sentiment thing.

http://www.fsnmeetings.it/index.php/agenda?jjj=1559170902206

https://twitter.com/surprised_trade/status/1132977456904847361

look at the tech, unlimited global market , it's IP strength TDK, Murata, AVX, Roche, increasing royalty payments and look at the oversold chart position and gap up to fill ..there's your clues

and thanks to PC01 for a hugely important point at the investor meeting with AK stating 'he was astonished when I asked if the trading statement was an implied profit-warning,..'.

Apart from our current improved financial position detailed in earlier posts and the potential ahead, there is the 'trading/investment' aspects to consider....

The placees offered up just under £2 million quid at 8.5p at just an 8% discount to the sp at the time, that's confidence, and they have been underwater since. My understanding was they did not expect an immediate return on the investment (quick flip) but a healthy gain over the next period (year) and the tiny discount in a difficult market would support that view imo.

The sp 'dropped' the RNS day (16.04.19) 25% on opening (mm's moved it down) the buys outstipped the sells by nearly 4 x 1 from the off at 8am and the sp could not gain traction over that period, as we observed and commented on at the time ,much greater buying pressure all day and yet no upward movement in the sp.

On 17.04.19 the Newlands declared a 3.6 % Holding in Cpx following the sustained 'fall' below 8.5p in mid Feb, two months on a downward trending sp and 'co incidently' someone picked up closer to 4% of CPX.

So we have placees awaiting a return on their investment at 8.5p, seeking higher and we have a new HNW holder of close to 4% of CPX who will clearly seek a decent return on I would estimate a holding picked up between Feb and April at somewhere between 4 to 7p.

Nothing shoots up in a straight line but clearly some large funds have entered CPX in recent months all with an expectation of a much higher sp over the next year or so, AK has attracted the funds in and few would part with such monies if they felt the potential could not be realised...reading back of earlier posts we clearly have an unlimited global market to sell into and it looks like others also see the potential here, they've put their money in here too, and some a lot higher than the current temporary 4p level :-)

.'Spire has not been lost, purely a function of Trump's tariffs and where their manufacturing capability for that product lies (in china)...so trade treaty = immediate relief...'

Cash reserves are 3x what they were at end of FY2017, when the SP spent most of the year trading 2-4x higher than where we are now.

'TDK was signed up directly because it had infringed patent. Just think on that. Ioxus, AK said, would pay out many times the $70k litigation costs so far !'

Healthcare - which Kongats was keen to imply was 2nd to Auto (a good clue ! ) and includes Roche's diabetic pump and Spire health tag.

4 types of auto order - 1 x global car manufacturer (dashboard), 1 x Tier 1 OEM (windscreen), 1 x Tier1/2 OEM (key fob) and 1 x Tier 1 OEM door locking\
4 types of industrial orders including ABB's pump controller, Itron smartmeters, energy harvesting and construction equipment,

'AUD$25m of orders in the pipeline...physical orders received not inquiries thereof...'

3VX rollout still as expected...

Monies raised in october have been spent retooling manufacturing capability in Malaysia to meet demand :-)

'Marco Ranalli appointment good news...already talking with Volvo.'

As PCO1 (and he has placing at 8.5p shares too) stated and I fully agree clearly, there is the possibility of an outsized return if cpx can get all its ducks in a row. And by outsized I mean a minimum of 5-10x what it's worth here.