Member Info for Tradingdutchman

https://www.webwire.com/ViewPressRel.asp?aId=279697

Interesting article, especially item 3.

1 Early identification and treatment of COPD exacerbation using remote respiratory monitoring. Elsevier – Respiratory Medicine Case Reports, Volume 34, 2021, 101475.
2 Early Identification of COVID-19 Infection Using Remote Cardiorespiratory Monitoring: Three Case Reports. JMIR – Interactive Journal of Medical Research, 10(2), e27823.
3 Post-acute care management of a patient with COVID-19 using remote cardiorespiratory monitoring. Elsevier – Respiratory Medicine Case Reports, Volume 33, 2021, 101436.

Thanks for sharing the everactive video.

Learned something today: wireless reduces drastically the initial installation costs. Meaning that even a more expensive sensor is in total cost of ownership the better choice.

15p by Cenkos… not for me ;-)

New filing

I just realized that today could be the last Friday without settlement and that some of us have an early retirement ;-)

Interesting partnership:

https://www.amazon.com/stores/page/1BFD00DD-9BCE-4DEB-A87E-C96B323695EC

Surprised, good summary. Looks like this is waiting or topping up on the moment. Selling would be the wrong thing to do. At least to my opinion.

In the event Cap-XX will lose the courtcase and subsequent their licenses over time, how will that influence the value of the company ?

Reasoning for raising this question is that the focus on production is increasing (in-house, Nationgate and the subcon in China) and a lot of design ins are announced recently.

The AGM was this morning, however due to some confusion in timezones, I missed it.

The good thing however was that the questions we raised upfront have been handled during the AGM

This shows that the initiative for teaming up our brains is having some traction. Of course never as much as we a shareholders want to see.

Thanks to all who contributed to this.

Let’s cross fingers on the courtcase

Can we expect some fireworks today ?

No debt indeed, but dillution for existing shareholders..

Avx datasheets still mentioning licensed by cap-xx. Looks like they are still a paying party.

Could be that CDE is not paying the royalties.

Nice pdf with applications:

https://www.avx.com/docs/literature/SuperCapacitors-Overview-Flyer.pdf

Page 37 onwards…

https://www.powersystemsdesign.com/print-archives-dir/505/?fbclid=IwAR2vTTL9xcoAmaweVaB8ziSzxADM2tm7LOzSvEiz3cr_f5PCJ4oqVceVolE

Privateryan, thanks a lot for doing a proper review and I oversaw indeed the Australian dollar. What we also do not know how much they missed on royalties. It’s difficult to do a proper calculation indeed. Looks like we need to rely on soft factors stil.

Private Ryan, did you in the mean time digest my PE ratio rationals ? Would appreciate to receive some feedback.

Wobble1:

It’s easy to find news about cap-xx

Indeed.. just google on Wobble1 ;-)

Private Ryan,

I’m sorry in case my calculation is causing confusions , Let me shortly explain the rationals.

The company is currently loss making, therefore formally the p e ratio can’t be calculated.

Nevertheless, we also know other things:

- the loss from operations is only 400k based on a period where the volumes are still low compared to the capacity.
- sales And design ins are growing with a healthy margin.
- since the production is highly scalable without additional costs, this means once this margin goes straight to the bottom line. Therefore I calculated the profit margin directly to the bottomline (loss is only 400k and I expect this loss is caused in the beginning of last financial year)

I hope this clarifies the rationals behind the calculation.

For some reason, I was reminded todayvto this commercial from 1979…

https://youtu.be/43VhRKJX_sk

Wouldn’t it be nice if cap-XX will have same effect in 40 years ?

Hi all, a correction on my previous post based on the totally valid feedback from Vanilla:

I did misunderstood the interview: 30-40 mln $ is indeed 13-14 mln $... I think my hearing aids need also a cap-XX instead of only battery...

Therefore a correction:

I hope that this post can stay a bit longer on top of the posts so that a lot of people have time to digest:
Hi all,

I was looking to the old proactive investors interview which was shared on LSE board during the weekend.
This gave some figures which I used to do some further calculations:

1 Murata had about 13-14 Mln$ sales with this line.
2 The line was expected to improve Cap-XX profit margins.

In the meantime we also learned:
3 About 75% of the customers stayed already.
4 There are also some new costumers announced (Assumption of 10%)
5 The margin from Cap-XX was already quite high (above 40% if not mistaken)

Based on above figures, I did my back no envelope calculation:

13.5 mln * (75%+10%) * 40% = 4.6 mln of profit

Number of outstanding stares are 500 mln

Profit over equity ratio is 15 (https://www.investopedia.com/terms/r/returnonequity.asp)

This means a shareprice of 4.6 x 15 / 500 = 14p

I think this is a very conservative calculation since:

1 Ratio of 15 is low for an emerging business.
2 40% margin is I think too low
3 License incomes and IP related payments are NOT included.
4 China made products sales are not included.

Therefore the 1 pound party seems for me still valid within 3 years. (Based on above recalculation this is only possible with a serious capacity expansion)

What also was interesting was that Kongats mentioned that the IP infringement is about: Performance. If this is really the case then ALL supercapacitors above a certain performance are in scope.

Very curious on what others insights are !