Member Info for Tradingdutchman

This is the first time is see some tangible data from supercap companies.

150 mln revenue... for a company in similar business as cap-xx.

There is no reason why cap-xx can’t reach this level of revenue (or exceed...).

Thinking outloud: 150 mln x50% margin x 15 P/E gives a company value exceeding 1000 mln.

450 mln outstanding shares results in a shareprice of 200p.

Therefore I’m not selling anything below 100p. And once on 100p, I will reconsider my exit strategy again.

Good luck all.

Why is jeff posting this on Linkedin ?

https://www.youtube.com/watch?v=ZUr1raz2Fic

Withe extended battery life ?

Knowing that several on this board have averaged down towards 8-7p range I’m very pleased to learn that this hurdle is taken without a lot of resistance. Means to me that there are a lot of long term holders investing. Looking forward towards the remaining trading days in 2020.

Iwgrod, I like your way of calculation ;-)

What about avx, cde and tdk they might also result in ore royalty income. Assuming they have similar rise of sales like Cap-xx.

Did some googling:
https://www.cap-xx.com/wp-content/uploads/2015/04/150408_RNS_CAP-XX_Inks_Research_Agreement_with_Thales.pdf

And:

https://graphene-flagship.eu/news/Pages/High-volume,-high-power-graphene-supercapacitors.aspx

So....

I’m posting less lately since the company is moving in the right pace in the right direction, clearly in the ramp up phase where it is simply all hands onboard to get the line running. Tough and hard work where the whole organisation must have a less as distraction as possible. Once this first line is done, than it becomes time to expand by copy paste production lines.

The last AGM fits exactly, enough demand and clear focus. Happy to see in a few months sales going up and maybe a proposal to get more market capital to expand further.

Just sitting back and enjoying the flight....

Btw. The Graphene ip would be interesting to learn more about. Especially if Skeleton (this is actually aggresively entering the european automotive market) is in the red zone...

No new money round, no shares for bod this time ?

Me neither, just sent them an email about it.

Hi OS, I looked for it but can’t find it. Nevertheless, I think the situation will be that xs will wait on progress on Maxwell case and act based on that.

Where did PR go now ? News is out and no posts for a whole day whilst the days before I needed to scroll for hours to find some serious content on this board.

Ioxus is about 5 mln, so this would be 1p (400+mln shares outstanding)
What I’m cutious about is the situation with xs power. They are still using the ip without paying royalty's.

So, 13th Nov Maxwell and 25th Nov AGM. Hopefully in between something on the blog or some interview

2 days before the next step in the maxwel lawsuit and suddenly some negative posters are visiting this board. Coincidence ?

Serious relaunch. Look how many partners they are collaborating with....

I receive regular emails from Murata, today’s one is worth to mention here:

5G itself is likely to have a higher current drain than its predecessors but the biggest influence on battery drainage for 5G devices is likely to come from the user. The demands from the device will be increased as 5G provides more capability. Demanding features such as VoLTE, screens, cameras and increased connections will impact the lifespan of the battery.

This could become Helpful in coming days/weeks:

https://www.fr.com/wp-content/uploads/2019/05/2019-Q2-Guide-to-Patent-Litigation-in-Federal-Court-final.pdf

Claretjay, I’m also expecting some news this week.

Wasn’t there this week some court hearing regarding Maxwell ?

Nice report. Also nice pictures.

They project a profit of 14mln A$ after ramp up. Based on my calculation this would represent a stock value of 25p. Demand seems to be present, so this is a matter of execution..

Since they dare to mention Tesla in one breath With maxwell, shows confidence. In case they win, they get such an exposure to Teslarati that I think that 50p is not unrealistic on a pretty short horizon.

Question of this Will be 5 or 7 days per week

An easy readable explanation regarding the applications of supercapacitors in renewables:

https://electronics360.globalspec.com/article/14903/supercapacitors-for-renewable-energy-applications