Member Info for Tradingdutchman

...loss... Btw my screens scrolls somehow automatically on my android phone and therefore I hit the post button instead of typing. Apologies.

...If you read this board, please consider this as a trust from a lth who hopes that news drops soon so I can look to this share in the coming years with a profit and not on a l

I wasnt planning it untill we heard some kind of news. But the shareprice went so low that I decided to go for a top up of 50k. AK or someone else from BOD of Cap-xx if you follow th

PR, but at least they have a good margin :-) imagine that his wasnt the case... And you are right, for sure there is more sales volume needed. But I also know this can go extremely fast in this kind of business and it can even come out of the blue. Take for example IQE a few years ago.

TONY, thanks for sharing.

2000-3000 capacitors in a car...1000 in a flagship phone.. suppose only one of them would become a supercapacitor with special herbs...

There is no rational why it is down this way.

Which company can sell with a margin of >40% ?

In automotive the timing between A-samples (start design in) and actual orders is 2-3 years. This is the time horizon we need to count with.

Tdk/murata are for sure busy with design ins, meaning they will not allow cap-xx to come short in money.

Avx has just turned on their equipment and starting to fill the pipeline. This will result in some royalty income increase during this year.

I personaly do not buy more since I want cap-xx to become more mature/professional in communication, but there is no valid reason for long term investors for not investing. Aimho.

Dear BOD of Cap-XX, as chairman of your retirement fund, I’m sorry to inform you that we had a bad invest latety in a lse fund and therefore we Decided to raise your retirement age to 68.....

For the rest enjoy your weekend and it’s only money ??

This is hurting... but also for the b.o.d. from cap-xx... about two years of early retirement down the drain... time to step up and inform the market.

3 AVX's SCC Series supercapacitors and SCM Series supercapacitor modules, which combine very high capacitance with very low ESR and long-lifetime performance of 50,000+ cycles to achieve excellent pulse power-handling characteristics and can be used alone or in conjunction with primary or secondary batteries in the hold-up, energy harvesting, and pulse power circuits of various industrial, consumer, and telecom applications.

https://www.nasdaq.com/press-release/avx-is-presenting--exhibiting-at-apec-2019-20190311-00726

Supercaps are actively promoted:

1 AVX is showcasing its expansive portfolio of tantalum, ceramic, power film, & supercapacitors ideal for use in multiple markets, including industrial, military, space, energy, consumer, telecom, medical, & more

2 Additional AVX exhibition highlights include a supercapacitor-powered demonstration, a wide range of sample kits showcasing the company's various tantalum, ceramic, power film, and supercapacitor

Avx is promoting supercaps on facebook:

Stop by and say hello to AVX at Booth 832 during the APEC: Applied Power Electronics Conference in Anaheim from Mar 17-21. Check out our expansive portfolio of #Tantalum, #Ceramic, #PowerFilm, and #SuperCap solutions.

Don't miss our Exhibitor Seminar addressing #MLCC component shortages and possible solutions on Mar 19 at 1:30 PM in Room 212AB! More information on the seminar can be found here: http://ow.ly/GqZE50mXwZ4

We look forward to seeing you!

#APEC2019 #AVX #AVXCorp

My concerns: 1 impatient shareholders that agree to sell this company for less than 50p per share. 2 AK not communicating to his shareholders resulting rumor driven valid OR non valid shareprice drops. 3 too much focus on IP protections and lawsuits instead of focus on business execution. 4 Spending money on capex (and go out for shopping the newest toys) and not working to max utilization of existing equipment and very very close bottleneck mgt (This is the way to earn money the coming 6 months). Sorry, but I happen to know how R&D roots work in a manufacturing environment. For the rest no concerns.. Murata is simply refocussing and working on batteries with 3 volt support, avx is ramping up production, tdk is working on credit cards stuff... this is my opinion, no proofs. But I stopped topping up for now, it now AK's turn to go back to 10p+.

Selling with 50% margin means you have a good product. Being licensed by 3 A brand components companies means you have something special inhouse. This is clearly a waiting game to get designed in and sales start fleeing in...

Parkez, I had the same thoughts. Also did a small top up.

Thanks for all the good posts the last days. Does anyone know the time of the interims on wednesday ?

Hereby the previous summary as food for discussion :-) source is cap-xx website.

Our results for the year ended 30 June 2018 are as follows:

Key Highlights
Sales Revenue of A$4.9 million (2017: A$4.1 million) and EBITDA loss of A$1.6 million (2017: A$1.2 million)
Operational expenditure includes non-cash share-based payment provision expense of A$920K (2017: A$283K) due to the granting of Employee Share Options
Royalty revenue of A$0.85 million (2017: A$0.66 million) up 29%
Company announced the development of the industry’s first 3 Volt prismatic supercapacitor, with commercial production on track for mid calendar 2019
Prismatic sales volumes up 31% on year-on-year basis. Cylindrical cell supercapacitor revenue is increasing with first quarter sales in FY19 exceeding the result for the FY18 full year
Strong sales pipeline consistent with trading update announced in June 2018
Cash reserves at year-end of A$1.9 million (2017: A$3.9 million)
New non-exclusive license agreement with TDK Corporation of Japan for a family of CAP-XX patents signed post period end. The royalty paid by TDK will be in line with royalty rates paid by Murata and AVX
Additional licensing deals remain under discussion and the Board anticipates some of these to successfully close before the end of the current financial year

Claret, would you mind sharing these updates ?

Thanks for sharing.

Im still fighting mentally with this IP lawsuit. Does anyone has an update and explain this on this board in kindergarten language.. Im only a techie...

Could be this quarter or next quarter latest. Cap-xx is very silent, however avx and spire not. Seems to me they are not allowed to say something. Could be same for murata and tdk. Q1 and Q2 will learn if we end a red or very very very green 2019.

Looks that AVX has filled their stocks @distributors and now starting to go more public. Wondering when the royalty money flows to cap-xx. Based on produced supercaps or on sold units ?