Member Info for TONY_P

https://static1.squarespace.com/static/54c7fb8de4b0bc03ac559f72/t/62a00210d7fb1a10bd11a17c/1654653481873/Case+Study_Cap-XX.pdf
bit more on Humiscope and CPX

https://getthewordout.com.au/press-release/press-release-as-global-demand-for-lithium-batteries-soar-australia-takes-a-hard-look-at-its-current-export-figures-and-manufacturing-capabilities/
CPX one of Humiscope's clients

The iphone battery still contains cobalt, nickel and other rare earth minerals so plenty of other chemistries (silicon/graphene) touted as improvements. More expensive at this stage but dont overheat when you make them thinner and bigger! Hence caps as a hybrid solution for flash and data mgt so I wouldnt discount it. Also software in the phone may have got more efficient, draining battery less, maybe.

They've mentioned in the past the 0.4mm DMH cap as the one suitable for phones and credit cards. I'm aware from interims that commissioning (long to do list) for this began earlier this year with production slated for first quarter of 23 as the fourth line. ("as time and resources allow and subject to customer demand"). Originally they intended this for the year before until you-know-what got in the way. So letskeep an eye out for that.
This is TDK's page on new edlc updates that Dutch alluded to. The whitepaper for smart meters is dated Aug23 2022, which is quite interesting. The download is simply the usual tech outline if you dont want to register.
https://product.tdk.com/en/products/capacitor/edlc/edlc/index.html

Would like to hear about, which no doubt we will
Confirmation on increased staffing, japanese and chinese tech and sales support. Are they just advertising locally?
Extra shifts now operating in Sydney? Expansion of production in Malaysia.
New design wins? SMT and 3V.

further info on new factory
https://www.pveurope.eu/solar-modules/epishine-new-solar-cell-factory-sweden

https://www.youtube.com/watch?v=bWQisaBJwXg

make it onto China's list of critical tech also
Summary from 14th Chinese homies Five Year Plan (2021-25), see third para.
http://english.www.gov.cn/statecouncil/ministries/202203/02/content_WS621ec4bbc6d09c94e48a5bab.html

Their margins were higher than cpx were able to deliver with their own equipment. There were two reasons why Murata sold the machinery. All this is mentioned in acquisition rns. Tell me, how many PhD chemists did Murata have compared to us? I understood your first sentence up to the comma, which should have been a full stop. Had you had your morning coffee? Sunday morning, classy.

Gorgeous bit of hybrid kit designed in 2019 with supercaps to push it up hills. Not a vehicle for production but to see how various components functioned which they may include down the line. Great euro application for a cpx module.
https://www.steyr-traktoren.com/en-distributor/agriculture/News-Site/Pages/Steyr-celebrates-75-years-of-tractor-production.aspx
https://youtu.be/QaKv6siByRE supercondensateur=supercaps at 44 secs in

Yes, leap into the future product, city municipalities providing charging pads in the tarmac to wireless charge all-sorts of 100% supercap module powered EVs, such as waste collection vehicles and port container tractors. Are Ioxus big enough? ;)
Interesting read over lunch about Effenco, new Canadian comp that can swap an AI and wireless supported supercap system into an existing diesel vehicle, dont need a new one, and save running costs and CO2 from 30% to 100%. Very sensible, first of its type and starting out gradually in 9 cities around the world.
https://www.effenco.com/
https://www.youtube.com/user/effencodev/videos

should be a headstart in the US over Ucap Power, good stuff, and into Skeleton's niche market
Ioxus have nearly 10,000 sq metres of manufacturing and the only fully integrated plant in the US. Manufactures too in Japan.
https://www.youtube.com/watch?v=4bChesDKjl4

Bolivian socialists reckon Musk financially backed the 2019 coup, lorra lorra lithium. But then others say he's got no problem getting the stuff from elsewhere.
Read Skeleton building a 60 ton supercap module for a nuclear fusion reactor. Gives them a little nudge down to get them started. Far lighter than the coil gizmo tokamaks use presently.
World never stops ;)

Few months ago I mentioned supercaps as one of them. Here's more detailed coverage, click the pdf attachment, better graphic. Conservative time-table in light of present activity and alluded to by AK in earlier presentation, which could bring some of it forward. Mention of flash in phones looks interesting.
https://www.pmc.gov.au/resource-centre/domestic-policy/supercapacitors
Regarding Elon Musk, Everactive (using cpx HA230 cap) mention his recent developments in IOT
https://www.nanalyze.com/2021/08/everactive-battery-free-iot-sensors/
Thanks for coverage on litigation issue.

Yes, not for long, wouldn't worry, growing market, best in class etc.
What has frustrated me recently, Skeleton getting a 11.5mil EU truckstart order in Canada. Get old King Kongie on the blower will you and ask him why we didn't get it ;)

Kemet, taiyo yuden, cde

https://www.cap-xx.com/products/lithium-ion-capacitors/
other manufacturers producing too
applications - hybrid cars, renewables, iot - energy harvesting, meters

Former cpx employee helming their graphene supercap development
https://ionicindustries.com.au/australias-next-graphene-technology-powerhouse/

Also mooted for this financial year was an update on large supercap cells and modules for transport and renewables.
https://www.youtube.com/watch?v=45awGIcTWv4 listen 29:50 from investormeet presentation couple months ago

now has revs 50m euros pa, 1.3b euros of potential commercial agreements, 12m units pa, sort of good to see scaling elsewhere
https://news.err.ee/1608600190/powering-up-energy-storage-estonian-tech-nominated-for-prestigious-prize
McKinsey likes analysing iot
https://www.mckinsey.com/search?q=iot