Member Info for Tradingdutchman

One trading day to go. Looking forward to the negative posts today to keep the shareprice low.

Also curious what mr Kongats has to say about the regular blogs he promised.

GLA

Hmmmm....
1 OS being been absent for a while and comes back to mention that he took a 5 fold profit on AFC.
2 Pedro mentions that there is still a lot of potential left for AFC...

OS...do you think that investing in Cap-XX has an even higher potential then ? ;-)

Only three days to go, based on the fantastic projected future about this company, I think some will start loading just before and therefore I project a rallye until 25th February to 14.5p. If 25th shows some financial results and a good outlook this could go to 20p afterwards easily.

https://www.newelectronics.co.uk/electronics-technology/can-advancements-in-4g-5g-communications-combined-with-strides-in-energy-efficiency-in-smart-devices-accelerate-the-iot-revolution/223489/

Some nice statements inside:
1 Murata’s DMH series of ultra-thin supercapacitors
2 IDC forecasts that the annual technology spend on IoT worldwide will reach $1.2 trillion in 2022
3 for IoT to become truly ubiquitous, nodes will need to be able to continuously function in all potential locations – especially those that are difficult to reach. Such settings may make it impractical (or at least very costly) to conduct regular maintenance, let alone emergency repairs. In addition, having to carry out battery replacements for thousands of nodes, and the workforce needed to support such activities, will be a major obstacle to IoT proliferation.

Must read to understand the real potential of supercaps and iot/energy harvesting.

Wirepas is teaming up with Murata on IOT. I googled wirepas and supercapacitors.... some nice hits...

Classic, I fully agree. I just read the allenby info about the Murata line again and I even forgot the impact on this. We already know that the line is up and running and according my insights fully loaded. Taking the profit margin (I thought it was 50%+) the shareprice should move to the 30p+ in a few months time.

This is without epeas, TDK, AVX,CDE royalties.
This is without the payment by this bankrupt company and their smart buddies ...forgot the name but I’m sure they will need to pay premium price for royalties also....
This not including any Maxeon/Tesla impacts.

It is simple, grab what you can on these price levels... I’m in with 2.8 mln pcs with 7.7 avg so I’m no competition ;-).

Looking to the recent info And distruptive new applications, this will exceed new highs soon.

Sitting back and buckled up...

Looking to the brilliant outlook of Cap-xx and still no serious upward move, I think a lot investors are waiting for the next figures and if this is no jam tomorrow but already supported by serious sales increase this will result to 25p-30p level in no time.

Patiently waiting....

James, here an interesting link:

https://www.thedrive.com/tech/28184/patent-fillings-show-jaguars-wild-return-to-motorcycles

I also learned that they have a lead engineer supercapacitors (linkedin) hired for more than 3 years.

This is where I was waiting and hoping for, the total ecosystem is ready to be adopted in applications.

First we will have the early adapters which are willing to pay a premium price and then mass adoption will start, where the real money starts floating in..

Happy to be onboard ;-)

22/7, can’t remember but this would anyway be logic. When being part of the supply chain of the big guys and being a single source supplier. It is all about managing risks

I was digesting this teaser in the RNS:

The Board is also pleased to announce that CAP-XX is now an approved supplier to a global smart phone manufacturer and separately has commenced the formal process to become an accredited supplier to a global Automotive Tier 1 Component Supplier.

This looks to me like this is related to Murata products.
The customers were already there but since the line moved to Cap-XX it needed to be re-assesed.

This is excellent news since Cap-XX is now guided by the Supplier Quality teams from these costumers which bring cap-XX to the next level. These guys will even go babysitting in case there could be a supply chain risk for them.

This is really boosting their learning curve from R&D company towards a manufacturing organisation. Nice !

After a more closer look, I think this is a mock up. There is also no solder on the pcb.

I was taking a closer look to epishine and I’m a bit wondering about the cap-xx housing.

https://www.electronics-lab.com/epishines-world-unique-solar-cell-provides-power-indoors/

Anyone understanding what this is ?

Ok.. I give up ;-)

Claretjay, pretty sure it was me... I even ordered the pencil and opened it to find out if cap-xx was onboard. I had to admit that I was wrong all the time. I remember this painful moment quite well....

Claretjay.. that was me indeed. While writing my post today I also realized that I should also had known it then...good memory ;-)

Good for pointing this out: they are not allowed since the phone mfg do not want to leak out things before the product release festivity. This is for the surprise factor for consumers and competition. They are even not allowed internal who the costumer is.

I will buy this phone anyway ;-)

I’m going for that big fruit company from Silicon Valley...

Reasoning:
The Chinese companies will not use western technology. The are normally followers.
Similar story for Samsung, they will use their own components since they are vertical integrated.
Another thing is that Spire was sold in their stores..
There was also a few years ago about LED flash and there was also a connection. Currently there is a lot of competition regarding the best indoor camera’s.. could be that more/better flash will help ;-)

We will learn this soon...