Member Info for Tradingdutchman

The application pictures are very interesting on the new website. There are branded articles there, for sure they must have permission to show them, here some examples:

The handheldscanner on the new website is very interesting. The brand is intermec, but when you google you will find out that the parent is Honeywell... yes Honeywell !!!

https://en.wikipedia.org/wiki/Intermec

Another picture shows:

https://trustedglobal.com/tracking-device/

Keyfob is brandless... might be under nda ?

Smart meters:
https://www.l-tron.com/

Please feel free to extend :-)

Here is a recent video of e-peas, gives good insights on where iot is going to:

https://youtu.be/_bajJIuAYks

- iot is on the evening for massive growth.
- want to obsolete batteries due to exchanging problem, here is where supercaps come in.
- will be releasing revolutionair products this year.

I highly suspect e-peas has their product designed for these:

https://www.cap-xx.com/wp-content/uploads/2017/03/CAP-XX-Dual-Cylindrical-Cells.pdf

Spire and e-peas learns me that small supercapacitors have a bright future and mass market adoption is not too far away.

Took another look @ e-peas.

https://e-peas.com/products/energy-harvesting/photovoltaic/aem10941/

Multiple times supercaps mentioned, but what triggered me was:

Integrated balun for dual-cell supercapacitor

When you google on dual-cell supercapacitor, the majority of hits are Cap-xx.

This means means these supercaps are designed in as a crucial part of the total system.

Another article:

https://www.webwire.com/ViewPressRel.asp?aId=257451

We have partnered with Spire Health to deploy remote patient monitoring (RPM) for our 3,500 highest-risk patients, allowing us to triage and support them if they need care due to the COVID-19 virus,” said Dr. Carlos Sanchez, MD, FCCP, a physician partner at PCSI. “The Spire RPM solution enables us to keep a close eye on our patients allowing them to remain in their homes safe in the knowledge that if we detect any changes in their health we can reach out through telehealth. We’ve already seen rapid adoption and interest from our patients knowing that we will continue to provide the highest level of care and safety during these difficult times.”

Text could be like this: I decided today that every US employee who is working in a critical profession in fighting Corona, will get a fantastic America invented and designed spire health tag to monitor their health. I Just ordered 10 million pieces and ordered apple to help Spire for the production in the US..... would this affect the shareprice ?

Will it really happen that Trump will tweet that all americans with critical jobs will get a health tag ?

Looks like Spire health (remember, those with cap-xx onboard...), are doing serious stuff with the government:

The Department of Health and Human Services chartered Spire to build early-detection models based on those metrics. The study is now concluded, and preliminary results are promising, the company said.

https://eu.usatoday.com/story/tech/columnist/2020/04/03/wearables-like-apple-watch-fitbit-may-play-coronavirus-detection-role/5111959002/

Avx has published an article about how their products are used in Medical equipment to fight corona. No supercaps mentioned but still worth to read:

http://www.avx.com/press-releases/critical-components-for-the-healthcare-industry/

Oeps, I might have forgot something important: Malaysia (Penang) has a total shut down of the factories. This might affect cap-xx also. I do not know how many production they are still doing there.

OS, not so sure if they are affected so much.

From demand point of view, totally depends on what their customer base is. I can imagine that certain electronic products are sold way more (people in quarantaine, getting bored and buying far more online. A friend of mine told me they had shipments like it ws x-mass. Also do not forget Medical and health monitoring stuff). So difficult to judge.

Availability of rough materials could become a problem but I do not hear yet about supply chain issues of rough materials. Seems to have limited impact.

The only concern I have is the start up of the new line withoutphysical Murata engineering support but I think that wil be limited since I assume the Australian engineers already joined Murata when the line was still operational for training purposes.

We simply do not know the situation. A Press release end of April would be nice.

Long story short:

Internet of things and wireless power is becoming more and more technical feasible and moving towards our daily lives....Supercaps are in the heart of it....market is there

cap-xx needs to execute only (enable production capacity and increase licenses based on their ip), to my opinion not a question of IF but only WHEN....people who understand new business development in electronic components know that we still on the bottom of the volume hockeystick and the share is massively undervalued...Have a good weekend all !...

While busy anyway, also a nice update on Ossia:

https://www.consumerreports.org/emerging-technology/wireless-charging-the-next-leap-wireless-power/

Nice detail:
Jennifer Grenz, Ossia’s vice president of marketing, says the system could easily save a company like Walmart millions of dollars in labor costs, allowing for greater flexibility when it comes to pricing changes.

And because the power is stored in supercapacitors instead of batteries, she says, it would prevent the millions of coin cell batteries that currently power such shelves from ending up in landfills.

As mentioned a while ago, e-peas is a company to keep an eye on. They updated their website, which is nice to visit:

https://e-peas.com/types/energy-harvesting/vibration/

And also here, supercaps are mentioned as part of the total system:

This reference is based on e-peas unique AEM platform offering:

top energy conversion efficiency
the fastest supercapacitor charge
the lowest cold-start power
the smallest footprint and associated components BOM

Another nice on which shows the volume prediction of iot and energy harvesting:

https://eandt.theiet.org/content/articles/2020/03/indoor-solar-cells-power-iot-devices-using-electric-light/

Nice article, about energy harvesting, nice to read in times of quarantaine:

https://www.eetimes.com/thermal-and-vibration-energy-harvesting-for-iot-devices/

Important note on the end:
Supercapacitors are the technological prerequisite for energy harvesting to be effectively applied.

Enjoy during quarantaine...

https://www.youtube.com/watch?v=OwjTQtDmVfg&list=FLp0AEut4J4toeLp2EYicSWg&index=18&t=0s

Another nice one a supercapacitor powered driving potato:

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

Patch, for sure some money is spent on this commercial... they even flew in a mariachi band :-)

Pp1 anything to share ?

Tony, nice found...I almost thought I was watching a new stocktwits interview with AK wearing contactlenses....Maybe I’m getting fever....