From demand point of view, totally depends on what their customer base is. I can imagine that certain electronic products are sold way more (people in quarantaine, getting bored and buying far more online. A friend of mine told me they had shipments like it ws x-mass. Also do not forget Medical and health monitoring stuff). So difficult to judge.
Availability of rough materials could become a problem but I do not hear yet about supply chain issues of rough materials. Seems to have limited impact.
The only concern I have is the start up of the new line withoutphysical Murata engineering support but I think that wil be limited since I assume the Australian engineers already joined Murata when the line was still operational for training purposes.
We simply do not know the situation. A Press release end of April would be nice.
RE: Energy harvesting by heat or vibration04 Apr 2020 05:17
Long story short:
Internet of things and wireless power is becoming more and more technical feasible and moving towards our daily lives....Supercaps are in the heart of it....market is there
cap-xx needs to execute only (enable production capacity and increase licenses based on their ip), to my opinion not a question of IF but only WHEN....people who understand new business development in electronic components know that we still on the bottom of the volume hockeystick and the share is massively undervalued...Have a good weekend all !...
Nice detail: Jennifer Grenz, Ossia’s vice president of marketing, says the system could easily save a company like Walmart millions of dollars in labor costs, allowing for greater flexibility when it comes to pricing changes.
And because the power is stored in supercapacitors instead of batteries, she says, it would prevent the millions of coin cell batteries that currently power such shelves from ending up in landfills.
Would be nice to see some movement... getting bored of looking to this flat graph and almost no posts during this period of quarantaine. You would expect that there is enough time to do research and post it here ;-)
The company has currently a value of 420000000*0.019= a bot below 8 mln pounds. Sales last year were 1 mln and the gross margin was 55%. There is about 3 mln pound in cash.(end feb). Some big players are licensing their IP, like Murata, AVX, TDK and the somewhat smaller CDE. Installing a high volume production line (which has been proven by Murata already).
How much more confidence for the near future do we need ?....
I recently read a nice recommendation on linkedin on AK´s profile (a bit older, but still):
I would unreservedly recommend CAP-XX as a very knowledgeable, innovative partner with excellent communication skills and high business ethics
This high business ethics made me thinking especially after some recent posts of doubts about this.
Looking the way they handle the company fincancially, it´s really based on a solid pace and all decisions are made in a way that the company stays debt free. Even in last RNS they announced that the lawsuits will be done step by step.
Looking to the way they inform the shareholders, this could indeed be better (I think shareholders always want more) but in general they stick to their words. Ok, the famous soon isnt´t the best example ;-)
Also the way they handle their licensees is very good (Why would otherwise Murata give them the opportuntiy to buy a line ?)
Therefore, my opinion is that this is not the fast pace company which is only there to enrich the management.