Member Info for Tradingdutchman

Just wondering.. looks like brexit is going to happen, would this result in more investment from foreign money in Aim and an increase of £/€ ?

By the way, if there will be a serious short term cash problem and the **** really hits the fan, I m sure they will get a cheque from avx/murata/tdk since they are causing the royalties delay and as big companies take their responsibilty... no worries about that..

One important remark I forgot: They are still loss making due to the fact that royalties rolling in take longer than expected (typical R&D underestimation of the work to be done to get a product ramped up, reliability proven and design ins by end users). While medium term future is looking bright, this can result in a short term cash problem. The only thing which is in their control is to boost sales efforts. There is only one thing what I dislike untill now, the options from dec last year, they didnt deliver so this wasnt a nice move from cap-xx and I would not be happy if they are going to do this again this year. They should deliver first or at least give us some rock solid information on mid and long term...

PR, good post. The company indeed isnt very transparant to the shareholders resulting sometimes in doubts as investor, I also sometimes suffer from the same disease ;-) But.... Somehow it seems mgt have no interest yet in creating shareholders value...and looking to Kongats stocktubes interviews in the past, I think he is more than capable to create a hype...but also knowing how many options and shares the mgt own themselves and which companies are working with them I expect that the silence is simply because of keeping strong negotiation positions. I expect hyping will come...but after we have a proven business fundament and shareprice is already above 50p at least. Pesonally long and targetting far above £1...

Annie, agree, for sure margin on own sales is bigger. And if you bake the break yourself you also are better in innovation dince you learn from your mistakes...

Not sure if shared before but cap-xx license is part of it.

https://www.avnet.com/wps/portal/abacus/resources/engineers-insight/article/a-supercapacitor-in-every-system/

Time to go back to some content again...Just found this one snd cant remember being shared... Seems Avx had to explain their costumers that the are improving the capacity :-)

https://www.ttiinc.com/content/dam/ttiinc/products/PCN/AVX/AVX-New-Specifications--PCN-090518.pdf

Ironic, thanks for the good input. I buy your rationals. I would do the same in their position.

Also a big thanks to bbb1 since his/her posts challenges others to come with arguments/facts. :-)

22/7, thanks. Got it.

Did someone understand this part of the rns:

Mr Pierre Mars, Vice President of Quality and Applications and Mr Mike Taylor, Chief Financial Officer, who are considered to be persons discharging managerial responsibilities.

Looks to me like there is some movement in management ? A bit puzzled...

After digesting the earnings several times I have following take aways:

The company is clearly moving from a r&d organisation towards a business. I think they underestimated the amount of effort needed to come into business, but I observe the right things:

Automotive: focus on core competence and finding partnerships is a very good move. Project by project, no other way...
In general I see that they have a serious focus on expanding own mfg (you only learn to bake the bread and keep innovative by doing)

Tdk,Murata and Avx licenses show that they have some serious IP in their hand. Quite confident that others will need to follow.

They mentioned that in Q1 they already sold the same like total year. If this is the case, what to expect from Q2, Q3 and Q4 ? Looks quite exponential and not linear.

Last year there were the quality issues, looks like these have been solved, no mentioning of any supply chain, rampup or quality issues at all.

One critical remark: the options for themselves came too early. They simply didnt deliver yet. I assume they underestimated the path to get into business and the job was done.. well.. the hard work just started.

Happy to get feedback, still holding strong (might eventop up a bit) and enjoy your weekend.

Parkez, I assume this is not direct involvement but via Murata. This will not be cap-xx to announce, we will only see royalties afterward I think.

you were right about the price drop today and I tend to like your critical posts. But I was wondering: based on your posts why you didnt sell your holdings @13p ? What are your rationals to keep onboard ?

Frac, nice find... look @bottom page 7 of the datasheet.... licensed by cap-xx 💪🏻

Are we going to look at yet to a very very green day again.

Bbb1 free advise... I would sell everything you have before market opening tomorrow and move on to a share you trust more and buy yourself a spire for calm breathing...

Thanks profit ! Means 8 am cet.... so it is currently really tik tik tik... ;-)

What time will be the earnings tomorrow ? Couldnt find it..

When does the rallye start today.... tik tik tik...

Profit, this is on friday ;-)