Member Info for TONY_P

I was doing some research on the commodity and how it might play out over the next few years and found a couple of articles that I'd like to share. Fairly positive on exploration due to the decline of mining but rise in demand. Perhaps it's something the BOD would like to elaborate on? I notice their AGM is around June.

https://www.mining.com/video-gold-mining-faces-a-cliff-after-2025-cru-analyst-predicts/ (worth watching presentation video at bottom of article - you can speed up the playback)

https://www.mining.com/forecast-what-will-impact-gold-prices-in-2025/#:~:text=Rising%20output,of%20around%200.5%25%20in%202024.

David Hunter at X @DaveHcontrarian forecasting gold $3400 first quarter next year (silver 75), then a global bust for a year or 2 (gold back to 2500, silver low 20s), with only commodities then recovering to any degree with gold rising to $20, 000 an oz, (silver to 500) beginning of next decade. A bit bizarre for a non market guy like me but somehow has got my interest as has this tiddler. Guess it might be worth watching how these forecasts unfold. Anyone come across him before?

Https://www.youtube.com/watch?v=er0i9yXoLGA

fyi, noticed it on my media news bulletins, John Shaw on Proactive interview regarding this meet

News that hopefully gives a good return on the "modest investment in sales reporting software".

This from trading update 2nd Aug 2023.

,))

"The sales pipeline reporting is being reviewed to improve the accuracy, reliability and insight of known opportunities. This new approach is being supported by a modest investment in sales reporting software. The ongoing aim is to establish an updated sales structure which will increase the CAP-XX footprint in the majority of global regions. This will include servicing emerging markets such as India and Southern Africa, whilst increasing coverage in the known markets of Europe and the USA. CAP-XX is also increasing its interaction with the electronic component distributor Digikey which will give CAP-XX an improved interface with new customers".

Vauch

Some of the cpx cylindricals are made in China

In the 2022 presentation the SMT cylindricals were priced to retail for 50p, obvs large quantities needed. There is also a prismatic SMT in development too. My thoughts are that this manufacture won't happen in Sydney. Where? I don't know. A '23 presentation had a strategy for India - cells and module sales, could be a good a place to manufacture as anywhere depending on orders.

Thanks Parkez for binder info. My timeline has lots of previous research for anybody interested.

See ya, have fun.

Rainer's the man! Told Skeleton to put a sock in it about their new 200 million euro supercap factory when they haven't even sold one yet

Parkez

https://nanocaps.no/

Cpx been in touch with this lot during this last year

MMa99,

Rainer Hake's Capcomp feed - a Cpx related recent post, customers have been calling for SMT caps but no one has been able to make them until now

https://www.linkedin.com/mwlite/profile/in/rainer-hake-a7094880/recent-activity

Customers have asked him previously for this DMT solution

Https://medias24.com/2024/01/21/exclusif-les-revelations-de-imad-toumi-dg-de-managem/

Paragraph about the Boto Senegal project midway thru article, aiming some revenue from it 2025.

GL

Aussie govt hand-out? Supercaps recognised as a critical national industry, mentioned towards the bottom under "The Future "

https://www.industry.gov.au/publications/list-critical-technologies-national-interest/clean-energy-generation-and-storage-technologies

S. Feldskov appointment resulted in a RNS - April 2022. Perhaps we'll get one these and some explanation.

Other supercap news of interest, Hitachi Energy rolling out heavy industrial supercapacitor systems to iron out fluctuations from large renewable sources funnelled via their stations into main grids.

This from a couple weeks ago. More on Hitachi site.

https://www.eenewseurope.com/en/hitachi-energy-signs-german-supercapacitor-grid-deal/

Portal Instruments too in the US, the needle free injector startup. There's a few others trying needlefrer too if you read special feature linked at the bottom, but they have 2 big backers, Takeda and Gerresheimer. Taking them ages

https://www.portalinstruments.com/portal-featured-in-drug-development-and-delivery-special-feature/

https://www.portalinstruments.com/portal-featured-in-drug-development-and-delivery-special-feature/

What I mean is that they found some favour as the plaintiff in the summing up

Last list

"industrial actuators, e-locks, agricultural sensors, wireless displays, smart-meters, payment and handheld terminals, medical wearables, automotive dashcams and communication systems"

Hopefully they battled themselves into a draw, if nothing else. At least, it was over the bog standard cylindricals.

Looking about CPX appear at the forefront of the tech. 3v and DMH up now and SMT and graphene 2025. Not sure if they can all now be bunged in an oven on a PCB to attach them or soldered as they are now. That's good development and finding my interest still.

If I can recall from Finals, door locks, smart meters, hand held scanners, actuators were good customers.

Https://ir.energous.com/news-events/presentations

Their Nov investor presentation defining their ecosystem

UK are leaders in Na ion tech so brilliant if it succeeds. The Faraday Institution's Nexgenna project also broadens the potential

https://www.nexgenna.org/

From International Energy Agency's new report

https://www.iea.org/reports/global-ev-outlook-2023/trends-in-batteries

sodium ion mention under "new alternatives" para

Thanks for synopsis, i had to go to work and didnt have time to read. hope yr right, it looks a bit like that though, cross fingers. saw barnacle's female court reporter and swerved to here

https://www.ded.uscourts.gov/opinion/cap-xx-ltd-v-maxwell-technologies-inc-0