Member Info for Tradingdutchman

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 30-40 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:

35 mln * (75%+10%) * 40% = 12 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 10.5 x 15 / 500 = 36p

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.

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 !

Wobble, are you paid per post ?? ;-)

I looked again to the pro active investors interview you shared over the weekend. Interesting to watch it again with the things we know today.

Looks like a start up: http://www.nawatechnologies.com/en/products/

Frac, nice find…. Looks like they also have their own supercaps:

Originally unveiled by NAWA Technologies at CES 2020, NAWARacer is powered by a world-first ‘hybrid’ battery system combining conventional tech with NAWACap next-gen ultracapacitors
Offering ten times more power and five times more energy than existing ultracapacitors, NAWACap unleashes the potential of a hybrid battery, bringing huge efficiency improvements

More and more convinced that this lawsuit with maxwell is a crucial one.

Wobble, btw good post earlier today about the growth potential. This is for sure supported by most of the people on this board and in case this happens, the private investors would also like to Benefit equally as the Institutional investors.

Hi Wobble1 and others who might to join, please send me an email with your holdings, broker and personal address. (tradingdutchman.cpx@gmail.com)

I will add you to the cap-xx list which we share with cap-xx board in case we have a follow up meeting.

We are currently digesting on how to approach the AGM and all ideas/insights/brainpower is more than welcome, all emails are done under bcc.

The only thing I can’t do is share the notes of the recent board meeting since your personal data is not
Shared previously with the cap-xx board.

https://www.google.de/amp/s/www.visordown.com/news/industry/game-changer-electric-battery-technology-full-recharge-90-seconds%3famp

Sarniasharie and others who liked this post:

I’m sorry to read that you feel surpassed since I really tried to keep the process as transparant as possible without jeopardizing company confidentialities and everyone’s privacy. I even added an extra round for each to join, which actually delayed the process.

Nevertheless, I think one important thing which happened was that the cap-xx board made the detailed earnings document public on their website (which I really appreciated). This is normally per my understanding only shared with the institutional investors.

Mer400, I can only confirm your post, thanks for that.

Hi all,

I will not post anything or discuss of the board meeting on this board. All details are in the summary which is shared with the investors that shared their personal data with the Cap-xx board.

Sorry, but can’t make it better.

Where did you notice these dividends Wobble ?

OS, I noticed that the CEO is really understanding operations. Which is for the current situation very good. I also think they are playing very close on the ball.

There is one point which is concerning me is that the competition is not always playing a fair game while I think Cap-XX has a high morality. Examples are Ioxus bankrupt and simply start again and the recent underpayment of royalties.

So yes, it would be my cardealer.

Hayashi, I meant the disclaimer. Apologies

Om request of Cap-XX board, please read the 2nd slide carefully

https://www.cap-xx.com/wp-content/uploads/2021/09/Sept-2021-FY-Results-presentation-v2.2.pdf

We had the board meeting yesterday and for the ones that shared their ownership on the list shared with cap-xx, the summary is in your mail.

For everyone that didn’t notice this yet, on the cap-XX website is a more detailed pdf document uploaded since yesterday which is giving also partly answer on the questions which raised lately on this board.

This kind of document is by my knowledge the first time that it is shared with private investors, which is a positive signal.

Thanks for all compliments on this board ;-)

On a serious note:
in general positive earnings, but also a lot of questions have been raised. For sure also some questions which are on the questionlist we shared with cap-xx mgt are answerred.

I expected a significant change in the shareprice today, puzzled why it didn’t happen.

Does someone has insights on level 2 on the moment ?

Honda introduced a new battery unit in the Red Bull formula 1 car:

https://honda.racing/f1/post/new-energy-store-f1

Would be interesting to know if there are supercaps involved:
- they are not talking about capacity
- output power and weight is a key word (Which refers to supercaps)
- Safety (Of which we know supercaps are the better choice)

Interesting to follow up....

No minimum, size doesn’t matter ;-)

Hi everyone,

A small update:
The current group of CPX Pro Active Investors is covering around 9.8% of all outstanding shares.

We requested a board meeting with the BOD's on which we received a returning email few minutes after the recent RNS which announced the full year results on 29th September 2021 and the Annual General Meeting on 27 October 2021.

Between 29th September and 27th October, we will be invited to join one of the post-results shareholder meetings.

Since we also received some late requests to join and we noticed the recent posts about our initiative, we "reopened" the opportunity to join until Monday 20th September.

I will then use the following 2 days to add you to our listing and bring you as 2nd group up to speed about progress and next steps. (All BBC'd)

Please send an email to:
tradingdutchman.cpx@gmail.com

Please add following info (mostly based on request of CAP-XX to doublecheck that we are not faking things):

1 Your full name
2 Your address
3 email address
4 your broker(s)
5 number of shares
6 Your agreement that this data will be shared with CAP-XX BOD's.

I will handle everything with full confidentiality.

Cheers,
Trading Dutchman