Member Info for Tradingdutchman

GS, excellent thoughts and fully agree.

Monkey,

I think that they need a extra line to meet the pit volumes... so they need another 10 mln capex invest or so... but no problem, we print some shares...the price is then 10p so the dilution is only 20%....

This is the concern I’m having...

PC01, same story here. I agree that going for a loan would have been far more fair towards the existing longtime shareholders who really put trust in the company.

There is also a positive part: why do they not care about the private investors ? Looking to the fact that they could sell the shares easily to the institutional investors and the shareprice didn’t drop to 5.5, looks like the professionals are confident about the future.

Not selling and I will use coming weeks to digest my strategy since I expect another dillution for funding the capex of line 2 before end of year.

Monkeywizard, I never received any feedback on my emails, but Based on some RNS’s following, I think they read them and do something with it.

Thanks all for sharing your thoughts. Very helpful.

Surprised, let’s cross fingers we get some good updates then “shortly”.

Surprised, where did you read expansion ?

I only see cash which will be used for feeding the sales force and lawyers.

I do not see any capex expansion plans: there is no invest in additional capacity, which means line is not fully utilized. This also clarifies the additional sales activities.

Or will we see in 3 months the next RNS with the next shares to fund an additional line because the sales team did do such a good job ?

I only see dilution after dilution for long term holders... not good

PC01,

Fully agree and you can add another 0.5% of ownership...

Email adress to send your questions: investors@cap-xx.com

Mine is just out.

Summary:
1 shareprice is far below the value recently announced by two professional brokers.
2 institutional investors are getting the shares with discount whilst long term holders face further dillution. Something is not ok here.
3 the money is used for general fundings and not targetting a certain opportunity.

I once was part of a group of active private investors of Wereldhave which teamed up by this kind of discussion board and in the end we managed to get a serious voice in the company and were even able to move things.

If someone is willing to take initiative, I will join.

Open, fully agree and I also hope this was the only time ;-)

I really have to digest what just happened. They keep raising money without real focus: we just place shares and we get money to play further...

I hope that Openspaces was wrong all the time....

Mandello, I think it is good for the ones that have a long term strategy, they understand the potential and have enough time to free up and move fundings to top up.

The only ones that have an issue are the ones that invest with money which they actually need.

The risk is that someone builds up a majority share and could potentiallly take over. Therefore I would like to see some better communication from cap-xx to pump the shareprice to realistic values.

James, update would indeed be good, but also some numbers with it. Maybe some potential volume predictions about the several applications, otherwise simply mention that they are not allowed because of nda reasons and hinting into a certain direction… This would give the shareprice a boost and prevent any unwanted take over.

Some nice reading for the weekend about tracking of sea containers:

https://www.intellias.com/smart-shipping-container-tracking/

What they do not adress is the battery exchange problem. This is where energy harvesters with supercapacitor come into play.

A very broad estimate is that there are anywhere between 5 million and 170 million shipping containers globally. (Googled info)

Anyone has insights about these ?

https://www.sechsa.com/products/cells/#

Looks similar to Skeleton.

Tony,

Thanks ! I did not expect that there was a business case for this circular goods. Very good news for supercap potential applications

The final one for the weekend: I totally forgot the bendable indoor light solar harvester from Epishine..

Looking forward when they finally show the shareholders some financials. Will be “soon”

Seems another iot tracker and some sensors. According LinkedIn working together with Brewdog (nice beers btw)

There is a picture of a green device present, which looks to me like a prototype.

I think there is for this application no need for a long battery live since the cans are roulating frequently and therefor you can maintenance (x-change batteries) om brewery side.

What about the needle free injection platform from portal instruments ?

Open, do you really think that with all these design ins, there is no income ? Do you really think that these other companies did not do their homework regarding supplier selection ? Need to come up with more than some deramping statements.

Oeps, I forgot Vaimoo from the bicycles on the ramp list