Member Info for Tradingdutchman

Claertjay, it looks like this card is from Gemalto. I can’t find any link that in their concept they are using a supercap. Would be nice if someone can find more info.

Still no RNS. I’m also expecting it today.

I also looked to last years earnings again and tried to make projection on the things which changed in last 12 months.

2 licenses more: one time payments and royalties growth
A rumour about 20m orders
Moving murata mfg inhouse and Knowing the margins of 50%+

We could face a very positive surprise here.

Seems Spire is still active on copd. (Source: spire facebook page):

Are you at ERS 2019? ???? Come talk to our VP of Healthcare, Phil Golz. He will be sharing the interim results of Spire Health's COPD study tomorrow (Oct 2nd) at 8:30am in Room 6C! #ers2019 #rpm #digitalhealth #ers #erscongress2019 #erscongress #copd

Also interesting article:

https://www.marketwatch.com/press-release/murata-manufacturing-co-ltd-emerges-as-the-largest-company-in-the-global-supercapacitorsultracapacitors-market-says-tbrc-report-companies-maxwell-technologies-inc-and-more-2019-04-19

Summarized: Murata ( cap-xx licensed) is having 33% market share...Maxwell is on the second place... for sure Murata is supporting the lawsuit...AVX is also licensed, wondering when Panasonic will follow after tdk...

Just googling on Murata and found this on mouser:

https://eu.mouser.com/new/Murata/murata-dmh-supercaps/#Image-4

They clearly explain how to use the supercap in combination with a battery.

So for me it is very clear why Murata is so silent. They want to be a supercellbaterry supplier and are preparing their facilities for combining those two components in one supercell battery with longer lifetime and no additional assembly for the costumers.

In the mean time cap-xx took over their inhouse supercap production and instead of only receiving royalties, they are now generating far more profit due to the profit margins of 40%.

Only my thoughts...

But we will know soon, rns expected regarding notice of results within a week.

Claretjay, 28p without avx, tdk and cde ?... so the pound target isnt that strange to me...

Count me in for >1£

Claretjay, thanks for sharing. I noticed that the patents are quite old and the second one shows an expiration date of dec 2019. Is there someone on this board with more knowledge about ip expirations etc ?

James, will be next. They are simply following the guidelines of Joseph Juran... project by project...

Indeed good news.

So this means:
AVX: royalties + license mentioned on website and clearly in ramp up phase (regular facebook updates about supercapacitors)
TDK: license present without any courtcase
Murata: license present without any courtcase, recently took over their production since they are refocusing after buying battery division of Sony, to my opinion they will come up with a 3V battery/supercap combo soon.
CDE: license present after courtcase
Ioxus: courtcase ongoing
Maxell: courtcase just started

4 out of 6 in the pocket (and not the smallest ones...)

There must be something good about this ip ;-)

Thanks for sharing the clear definition of Markman. This learns that there is no settlement yet and the lawsuit is still ongoing.

And btw... it seems Cap-XX can learn something wrt PR from AVX :-)

MonkeyWizard, great news ! This confirms we are still part of AVX product line and looking how much they are promoting supercaps currently on fairs and social media this will for sure generate significant revenues for cap-xx.

RNS can drop every moment now regarding announcement notice of results in October.

I did not mentioned the case if AK ”delivered”... we all know the outcome then :-)

I tried to put myself in the mind of an II with voting rights.

Year 1
I would take smooth talks from bod’s during the AGM and give them the trust to invest and bring the company strategic on a higher level. That happened last year.

Year 2,
I expect that Cap-XX shows income growth. Doesn’t need to be big but there must be prove that it is sustainable (so no second spire...).....To use OpenSpaces words: AK needs to deliver.

In case this is not happening to the right extend, I would contact my fellow II’s and together we will appoint a “change management consultant” who “helps” AK to bring the company to the next level (potential is obvious present, tdk/avx/Murata licenses show that this company has value, not talking about their own margins of 40% !) OR simply sell it.

Since the company size is actually small and has a huge potential, I would go for option 1 and simply force them to a more operational/business mindset and thus reducing the “dreaming R&D” influence. (I know the importancy of r&d but it needs a different mindset to earn money) In this way, It will boost the sales on short/mid term and The shareprice will be in 15p+ range within a year.

Year 3,
I would sell some of my shares corresponding close to the value I invested and will keep the rest long term...

Btw: regarding automotive progress, I’m very curious on which stage they are: A, B or C sample ?

Any other insights are more than welcome ;-)

Not sure if this has been shared before:

http://www.afs.enea.it/lampasi/workshopsupercapacitors/ws2019/ranalli2019.pdf

Just figured out that I was mistaken with the companies name. Should have been nrgeer and not nrgear.

He will be present as managing director: https://www.giievent.jp/cet881860/attendee.shtml

Claretjay, thanks for searching but I would have expected an up to date linkedin profile from someone who is working in a commercial gm role in the automotive industry. This wouldnt happen in The company I’m workng for.

I was curious about this guy. I think I found him on Linkedin but his profile didn’t show his gm role for cap-xx Europe. It only shows nrgear... So... did he join or not and if so, how serious is he taking up this role ?

Placed Buy order for 4.30. Can't get the stocks even after 2 hrs. More and more thinking that the shareprice is highly manipulated by mm's. Also the derampers present on this board is a clue for me. Patiently waiting... but I really think the company sucks in communication...