Member Info for surprised

pt 3
To stay ahead of the competition, the Company is developing a strong pipeline of new products to follow the 3 Volt products already discussed. CAP-XX's R&D efforts are focused on a mix of short, medium and long-term opportunities, covering new products, cost reductions and improved product performance. CAP-XX has a research facility in Sydney, Australia, where a team of 18 engineers and scientists work to maintain CAP-XX's leading technology position in electrodes, separators and electrolyte materials and their assembly into supercapacitor devices. During the 2018 year, significant progress was made in a number of key areas including: 3 Volt technology; reducing the resistance of cells; improving the life of cells; reducing the cost per cell and developing new electronics to optimise the performance of the Company's modules. CAP-XX has also signed numerous collaboration agreements with leading research institutions, whilst the Company's Scientific Advisory Board provides CAP-XX with clear direction on commercially relevant technologies for the ongoing R&D programme.

The major short-term focus for CAP-XX is to drive the adoption of the Company's intellectual property and products, both large and small, into key target markets through future licence deals; joint ventures and direct product sales with the aim of generating an operating cash break-even position as soon as possible. Although much has been achieved in the past, the Company expects to see additional progress over the next twelve months and beyond.

A lot there not reflected in the share price today......as stated earlier the sp is often at a disconnect on Aim to a company's actual potential, and imo 4p is a massive discount to the current business and the massive potential ahead....CPX is better placed now than it ever has been , the share price is massively behind at present :-)

pt 2 ...
Separately, the overall direct sales pipeline for CAP-XX supercapacitors continues to be large in quantum and varied in terms of the targeted markets. The key target markets remain similar to the previous year, with IoT wearables, health, automotive, security, metering and energy harvesting having the most appeal and presenting the largest volume opportunities

CAP-XX is continuing to refine the products that it offers for the IoT, portable electronics and other markets. The Company has already introduced its Thinline supercapacitors to address the space-constrained needs of many IoT products. In April 2018, the Company announced that it was developing what will be the industry's first 3 Volt thin prismatic supercapacitor. The development of the 3 Volt product has been accelerated to meet demand for small, inexpensive, energy efficient power solutions for thin wearables, key FOBs and other IoT devices, especially those using 3 Volt coin cell lithium ion batteries such as the CR2032 battery. The Company remains on track for commercial production to start in mid calendar year 2019.

As already noted, CAP-XX is concentrating on a small number of automotive opportunities. To further increase the Company's likelihood of success, CAP-XX is looking for opportunities to partner with automotive and military Tier-1/Tier-2 suppliers through either a new licence agreement or a joint venture to supply the automotive markets. The Board believes that such partnerships will be beneficial for all parties involved.

The Company's immediate goal is to increase licencing income (including royalty income) and product sales from IoT applications.

The agreement with TDK and the increase in revenue from Murata and AVX is further endorsement of the Company's strategy to develop substantial and recurring income from its intellectual property. Several other licence agreements are at differing stages of negotiation with some forecast to be finalised before the end of FY19.

It is important that the Company is able to benefit from the large investment made over many years in building its patent portfolio. Where third parties are found to be infringing these patent rights, the Company has and will vigorously defend its rights even if this means pursuing legal action.

Given the increasing levels of market interest in CAP-XX's technology and its high-performance supercapacitors, the Company believes that the IoT markets in particular offer significant opportunities for growth and to reach the immediate business strategic objective of an operating cash break-even position.

The Company continues to engage in discussions aimed at securing business with a number of global OEMs. CAP-XX is strengthening its relationships with these organisations and has regular engineering meetings with design teams, manufacturing groups and contract manufacturers. The Company is unable to comment on specific clients, but the Board is pleased with overall progress and is

Royalties from licensees continue to grow with the Murata and AVX contribution increasing by a combined 29% over the previous year. The total licence revenue reported includes the final tranche of the "up-front" licensing payment from AVX. In addition, the Company recently signed a new non-exclusive licence agreement with the TDK Corporation of Japan. TDK is a highly respected global manufacturer of electronic components, with sales in excess of US$11 billion and over 100,000 employees. The new licensing agreement with TDK will further increase the Company's royalty revenue and increase the adoption of CAP-XX's intellectual property globally and across new markets.

The Company is having numerous other discussions regarding further licensing opportunities which are at varying stages of progress. The complex legal nature of these arrangements results in it being very difficult to be precise as to the timing when these discussions will be concluded. However, the Company is working extremely hard to conclude some of these new licensing arrangements before the end of the current financial year.

Prismatic product sales volumes were up 31% on the previous financial year, due to announced design wins and the penetration of new markets, especially for IoT applications. It is very pleasing to note that the Company has developed numerous new large sales opportunities for both prismatic and cylindrical supercapacitors, and these opportunities continue to grow. Several of the Company's new design wins are for automotive IoT applications.

The recent announcement of our new 3 Volt prismatic supercapacitor product opens up new large volume target markets primarily for IoT products. As anticipated, sales revenue from cylindrical cans for the year ended 30 June 2018 was modest. However, sales opportunities continue to grow and revenues from this product for the first quarter of 2019 have already exceeded that achieved in the whole of the 2018 financial year.

Progress with sales of large cells for automotive applications has been slow. While the overall sales pipeline for large supercapacitors in automotive and related markets continues to be large in quantum, the frustration is the time lag between products being evaluated and the time to mass production.

The increase in expenditure is attributable to an increase in R&D targeted at product development to secure immediate design wins, production and engineering support necessary to assist with the product development initiatives, an increase in production capacity and commissioning and the streamlining of production processes.

The Board looks forward to a strong year ahead.
We expect royalty income from Murata, AVX and TDK to grow in the coming years, as more consumer applications adopt supercapacitor technology.

A significant additional benefit of the Murata, AVX and TDK licencing agreements is that they validate CAP-XX's technology leadership in the field of supercapacitors and energy storag

Hi PR, well if you've been mugged so have the Newlands, 3%+ secured in past three weeks (in 4p to 6p price range), and all the placees at 8.5p for close to £2 million, no one can ever say never, however, realistically with a global IP, TDK signed up, Roche looking to increase insulin pump orders and 3v expected anytime, auto potential there appears to be a few million more reasons why on a risk v reward basis imo reward from here looks distinctly vastly more likely .
We're all dissapointed the sp has fallen here, however, the mm's dont have to be fair or relate the stock price to the company performance or potential and equally as we know they don't have to move the price on simple buying and selling. It's a far more complicated mix as we know and the level of the sp is often at a diconnect to the 'realistic ' valuation of a company when it's at highs or lows and there is the 'trick' of Aim.

We have the tech, an IP TDK would not challenge and simply signed up to provide us on going royalties , and the global market is simply unlimited for our products, that's the basic research most of us invested in at around these levels sometime ago as we could see at some point this could be one of the best growth companies on Aim....it's been slower than we thought, (we did hit 16p+ and typically average 9-10p and have been down to 4p before hitting the highs !) but that's business so no great shakes and CPX is now possibly in it's best financial position for some years with expected increase in business not far away. Profits wont be generated yet, but that's not the point of aim stocks, a couple of TDK orders, Roche or another like auto and the potential going forward will be recognised by the market and 4p should be a distant memory...the current price factors in little if anything of our current business and certainly not the global markets we expect to begin securing over coming months ;-)

lol...your right on any drops and wrong on all rises :-)

we've got a better story here than Allenby woud have you believe at present and as the Newlands realised who took 3% of CPX on the recent drop, that partly explained the buying pressure of 3 times the sells over that period even thought the sp was pushed down against it !!
Importantly AK needs to and I'm sure he will deliver for those who provided near 2 million quid for the placing to meet increased demand, after a few months wait I'm sure they'll be looking for a very decent return on their 8.5p a share investment:-) ....

https://twitter.com/surprised_trade/status/1131133400646135808

matters...

following yesterday's Roche insulin pumps :-) today we have ..3V

we understand' that the 3VX rollout still as expected' ..and that means ...

It is anticipated that CAP-XX's 3V supercapacitors will complete production trials shortly and commercial production potentially commencing in Q2 2019.

CPX will develop its 3V technology first in thin prismatic form to meet demand for small, inexpensive, energy-efficient power solutions for thin wearables, key FOBs and other IoT devices. CAP-XX plans to then integrate the 3V technology into its larger prismatic supercapacitors, automotive modules and other products for high-energy, high-power applications.

CAP-XX will initially target markets that use 3V coin cell batteries, where popular batteries such as the CR2032 can deliver reasonable energy (~220mAh) but have trouble delivering the peak power

here's a good bit we'll all like ..

Mass production potentially commencing in the second quarter of 2019. Pricing is anticipated to start at less than US$1 in large volumes. The Directors of CAP-XX believe that this will lead to the Company becoming the ONLY manufacturer to provide a 3V supercapacitor in a thin, prismatic form factor.

The placing at 8.5p was 'Monies raised in october have been spent retooling manufacturing capability in Malaysia to meet demand..'.............
:-)

matters ...

we expect sometime soon ... ''Increased Roche deal coming for insulin injecting / ' Roche's diabetic pump'...been 10yrs for Roche to get where they wanted and specific request to CPX to keep manufacturing for them...''

follow the links and story :-)

https://www.dailymail.co.uk/health/article-7051399/ME-OPERATION-Smart-pump-mean-end-type-1-diabetes-jabs.html

now onto Roche

https://www.accu-chek.co.uk/insulin-pumps

now onto supercaps :-)

https://www.digikey.com/Site/Global/Layouts/DownloadPdf.ashx?pdfUrl=08730FA17F7D4726803650A0944142EB

I've held since the Kenv days too and increased holding recently as Larry looks as Funky states on the verge of delivering. I was tempted to sell at lows, however, Larry's arrival, the rare niche market and value of Tantalum etc all suggest we could one day be that multiple top riser on the leader board one day as this is one share and company well under the radar and with such a small free float any interest, and there will be much will see a fas trise here when the maket is made aware of the potential KZG offer imo.....

wait for 2.14p, staff options rns due in next week or two it'll be even better :-)

good job the placees at 8.5p we're not interested in flipping theirs a few months ago , I'm sure they'll be happy for the Newlands seeing them pick up 3% of the company for half price last week and well chuffed the news flow (?) (public to private variance!) has 'allowed' the sp reach the lowest level for over 3 years too.

When an sp hits what many would regard as silly levels (high or low) there is no reason it can't do even sillier moves...most folks I would suggest thought the drop a point or two below placing price of 8.5p would be the floor, I did and topped up in the high 5p's, so this current level is 'perplexing' (but it's AIM, lol)

Currenr 4p level prices nothing in at all and with our global tech, global IP, lowest mcap for over 3 years and expected upcoming business, let alone current revenue, (increased tooling for orders re placing etc. etc) cash levels are best for 3 years too I'm sure many are looking at CPX (existing and potentially new holders) waiting for the first signs of a large rally.
When the market for whatever reason offers cheap shares most of us wait for a higher less profitable price as that sentiment thing plays a bigger part than the actual price and our general view of a company.

The psycloogical aspects of share dealing/investing are the polar opposite of how most of us think and what makes being invested in the markets both frustrating and fascinating at times. Achieveing a profit on an investment is however the key factor wherever possible and managing the psycloogical challenges is a key factor for us all.

It was quite clear a few months ago most folk would not consider selling their holding for under 10p/11p and from my understanding CPX is much better placed now than then, following a placing at 8.5p for increased production, not lights on stuff, ......the psycloogical games of Aim ;-)

current price puts everyone since April 2016 underwater ..lol....interestingly CPX is in its best financial situation since then and with more propsects going forward, etc, would be nice to see the share options for employees land as we expect soon, then maybe we can get back to normal service .....sentiment changes in a nano second......

Technically and fundamentally we are clealry now in well overold territiory again ...they'll be a point when the race to buy will begin.....the games of :-)

of the investor meeting or the pr guru Robert Speed (!) but I'm happy to share details, courtesy of PC01 notes etc. ahead of any news flow or share options for employees and there is clearly a lot more upside for the Newlands who took 3% of CPX a week or so ago from here, a lot more upside from 4p to previous highs, equally the placees at 8.5p will no doubt be keen to see some return since they parted with nearly two million quid :-) ,

https://twitter.com/surprised_trade/status/1128730782426648576

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.
There is a pipeline of orders worth A$25mm physical orders received !!
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,
4 types of tracking equipment including Intermec scanners, caretech patient scanners
Increased Roche deal coming for insulin injecting / diabetes support...been 10yrs for Roche to get where they wanted and specific request to CPX to keep manufacturing for them...
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...he's on a v low base salary (I mean low) and will be paid in shares / options n cash on performance.

interesting point dvh...if you were an observer over the last 18 months you coud be forgiven for thinking somone was trading against the buying pressure as any traction is met with 'co incidentally' similar sells.....does seem inconceivable that there are an abundance of pi's this far down the line prepared to sell for under 1.60p /1.70p area as profits on those would be marginal or non existent and expectations for most pi's are far higher than current sp
.
The news flow has been consistent and positive and there is a real disconnect between the fundamentals here of income, profits,future potential growth etc and the sp level. On the face of it all large holders still hold their TR1 levels, however, someone has been resilient to say the least in selling into any movement up,would be interesting to know who actually holds what today .

So in summary the news flow has been better than most aim companies, the bod are well respected, the fundamentals are well liked by investors but the sp is rarely allowed to gain any traction, at some point even the most hardened investor will accept the sp cannot even provide for a modest or temporary return at any point and as we all know semtiment and momentum play an even more important part on Aim than great fundamentals, unfortunate but true...The bod can only run a good company and promote accordingly, the 'trading mechanics' are the issue here and at some point very soon it would benefit everyone,including mm's etc if the sp was allowed to run more freely and consistent with the news flow.

News flow and potential combined with current fundamentals should provide for SML to be in the 2p to 3p range at a minimum imo, however, whilst any buying pressure no matter how large or small is sold into we are stuck at this low level, the biggest risk here is with a constant seller a challenge to the positive sentiment that currently exists will evaporate and even good news has little impact. I remain optimistic and invested but the sp action over time (and I am more patient than some) is more important than my appreciation of the fundamentals.

if there has been short in play from 1p area they ll close at some point, a bit of buying pressure always welcome :-)

I think 'short' may be the key word and they had to use some 'ammo' to stem a rising sp....it's been a suspicion since the drop from high ....

I have no idea if Newlands themselves are shorting, or lending some stock, same principle, however, the price action is 'co incidently' following the same pattern as in my post below, that is clear to see.....shorting is far from gambling as we know particularly if your broker is 'managing' your account and investors can and do play both sides of any trade, it's how people make money on 'quiet' periods on aim as we know.....people plus money is a toxic combination at times, add in brokers on Aim and the potential rewards on a rising or falling sp and it gets even murkier on occasions .....always pays to keep an open and sceptical mind imo.....the games of... :-)

well, it would fit with Allenby refusing to release official news, and the ambiquos replies from the so called pr guys (robert speed) and the continued suppresion of the sp on any traction.....there are no co incidences on Aim, none....importantly we have been here before...in fact it was exactly this trading fall and trading pattern that got my attention in 2016 / 2017 from memory there was a fall from around 8p to 3p that triggered interest, it rose up to 12p ish from the low and after that a fall from around 12p to 6p and what appeared to be a clear short in play again....the sp on both occasions multiplied by 2 or 3 times the lows again to 16p+ :-) ....here we are again, same pattern same falls and once again out of sync with expectations and our understanding of where the business and sp shoud be..... CPX is in a better position now than at anytime previously, more cash in bank and opportunites /contracts ahead etc.....the 'market' is offering CPX once again at lows and with a real and distinct possibility of a multiple increase on current price.........no co incidences on Aim and imo this is no coincidence :-)

just added some at 77p...initial target over £1 , not unreasonable to consider 1.20p + looking at chart

https://twitter.com/surprised_trade/status/1127847826992652289

VRS - open communication and promotion of business, regular use of social media and a modern model of pr and promotion
Canaccord Genuity (Nominated Adviser and Broker)
IFC Advisory (Financial PR and IR) Tim Metcalfe

V

Allenby Capital (Nominated Adviser and Broker
Kreab (Financial PR) Robert Speed
Closed communication, no social media use, minimal promotion and an old outdated model of promotion in current times.

We have an excting and global opportunity developing with CPX and the broker/nomad/ PR team are seriously out of touch with modern communication methods and providing value for investors, both large and small......a re think by CPX required me thinks, they could clearly benefit from a better team of brokers and PR (!) folk.

Allenby and the pr team through their outdated model are letting down most large and small investors, and ultimately CPX who are not currently viewed as the potential global IP provider etc they should be.

just saying :-)

so a £31 thousand buy and another £9 thousand of buys yesterday did not move the sp at all...and today a £23k sell drops it 4 percent.....the games of....