Member Info for Tradingdutchman

Avx has published an article about how their products are used in Medical equipment to fight corona. No supercaps mentioned but still worth to read:

http://www.avx.com/press-releases/critical-components-for-the-healthcare-industry/

Oeps, I might have forgot something important: Malaysia (Penang) has a total shut down of the factories. This might affect cap-xx also. I do not know how many production they are still doing there.

OS, not so sure if they are affected so much.

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.

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 !...

While busy anyway, also a nice update on Ossia:

https://www.consumerreports.org/emerging-technology/wireless-charging-the-next-leap-wireless-power/

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.

As mentioned a while ago, e-peas is a company to keep an eye on. They updated their website, which is nice to visit:

https://e-peas.com/types/energy-harvesting/vibration/

And also here, supercaps are mentioned as part of the total system:

This reference is based on e-peas unique AEM platform offering:

top energy conversion efficiency
the fastest supercapacitor charge
the lowest cold-start power
the smallest footprint and associated components BOM

Another nice on which shows the volume prediction of iot and energy harvesting:

https://eandt.theiet.org/content/articles/2020/03/indoor-solar-cells-power-iot-devices-using-electric-light/

Nice article, about energy harvesting, nice to read in times of quarantaine:

https://www.eetimes.com/thermal-and-vibration-energy-harvesting-for-iot-devices/

Important note on the end:
Supercapacitors are the technological prerequisite for energy harvesting to be effectively applied.

Enjoy during quarantaine...

https://www.youtube.com/watch?v=OwjTQtDmVfg&list=FLp0AEut4J4toeLp2EYicSWg&index=18&t=0s

Another nice one a supercapacitor powered driving potato:

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

Patch, for sure some money is spent on this commercial... they even flew in a mariachi band :-)

Pp1 anything to share ?

Tony, nice found...I almost thought I was watching a new stocktwits interview with AK wearing contactlenses....Maybe I’m getting fever....

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 ;-)

Looks like this chat box is also suffering from a lockdown....

PP1 and OS, thanks for your insights. Appreciated a lot.

Techieman, I think time will learn. Let’s see.

Hi all, still not completely understanding the relationship between Ioxus and Maxwell court case.

In case Ioxus doesn’t proceed with the court case, because of bankruptancy or no new lawyer or settlement, how does then work out for Maxwell ? Do we get then a separate court case ?

I hope someone can clarify this on this board.

Tony, thanks for posting this link. I’m prety sure that supercapacitors will end up in Tesla. Musk is very in favor of them and they didnt buy Maxwell for fun.

What brigns me to following question: There was recent some news about Ioxus court case but somehow very silent around the court case of Maxwell. Does anyone have maybemore insights ?

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.

More than happy to get feedback.

OS, nice we both agree that there is a huge potential uplift in volumes of the licensees !

Sorry, this one was right in front of the goal....;-)