Member Info for Tradingdutchman

Cant imagine AK isnt looking forward to show up in the next stocks tube... for sure he will have a good story to tell...

Kencarv, are you referring to my post of projected 4$ ? If so, let's see. My biggest concern is if they are organizational wise able to handle the ramp up pace needed.

Claretjay, thanks for sharing. Very insightfull link.

I just took a look to p/e factors of murata and avx. They are 19.96 and 25.58 currently. I suggest to take 20 for cap-xx, looks to me reasonable. We have 70 projects in the pipeline, lets assume we will get 20 of them. Spire deal seems to be 1$ profit per sc (see previous posts) lets be a bit conservative and go for $0.30 Spire volumes ? 10 mln yearly ? This means 800k per month, or 100k packs of 8. 25k eightpacks sells per week (global from apple stire and Amazon) sounds not unrealistic to me. This means 10.000.000*0.3=3 mln profit 3 mln*20 projects= 60 mln profit. 60 mln*20 p/e=1.2 bln company value (dyor for avx and murata :-)) 1200 mln/300 mln shares brings me to 4$ shareprice... In short: upward potential is there ;-)

And remember, they are mostly sold in package of 8 pieces !!!

Sam7, do not forget the lth's who topped up whilst blood was on the street. All below 10p was a bargain. :-) I have fasten my seatbelt, sitting back and relaxed waiting on the runway... ready for take-off :-)

https://www.mclaren.com/appliedtechnologies/case-study/formula-e-battery/

Hi kencarv, Small correction (source:www.mclaren.com) In September 2016, the FIA announced McLaren Applied Technologies as the sole supplier of batteries to Formula E from 2018.

Nice article: https://www.carmagazine.co.uk/electric/inside-bmw-ife18-formula-e-car/ This part makes me thinking: How quickly you get it into your electric motor, how quickly you go between charge and regen, and deliver the power to the unit, how efficient you are in that respect; it’s all up to each team. Does this mean here is sc room in these rules ???

At least someone is posting... I go for an rns on wednesday..

Welsh, you are getting ps-2... not that I do care ;-)

PS, would appreciate it also ;-)

Adjshares, I assume this someone is you ? Looking forward to it :-)

Nice to see the key vendor listing: first cap-xx and in the listing 3 well known names: avx, mouser and murata...

Do not see Sanyo (samsung pencil)...

https://dailyindustryreports.com/supercapacitor-market-worlds-top-players-include-cap-xx-limited-panasonic-corporation-nesscap-energy-murata-manufacturing-ltd-maxwell-technologies/258151/

Claretjay, thanks !

$20 landed price for 1 piece in retail, then I would estimate about $7 ex works. 30% margin is $2.5 per piece. Volume pricing is 25%, so the 1$ profit could be right ? That is massive...

Btw nicely timed for thanksgiving.. 22th november :-)

1 dollar profit per sc sounds a bit high. I thought it was about 0.25.
1 million pcs is a bit low I think: we are going Global now and I think average of 4 pieces per order. So I was thinking of 6 mln pcs yearly.
P/E factor might be on the low side, since we are in an emerging business and starting to do indierct business with the big players.

Bottom line, should be around 5-10p. Only based on this spire deal. And we had some more in the pipeline ?

This Apple an Amazon sales channel announcement is one of the best things which could happen to Cap-xx.

Looking forward to the next figures, must starting to show this all.

Any other thoughts are welcome.

Trying to do my maths again... does anyone know the salesprice per sc from cap-xx to spire ? I thought it was mentioned once, but cant find it back.

Good find.

Makes me thinking... Explains why Samsung was showing off with their nitty tiny Sanyo supercap which is bringing very limited added value in their pencil. Only to show that they were earlier with using a supercap than Apple ;-)

Battery life is mentioned as unique selling point...

https://9to5mac.com/2018/09/18/stick-on-health-wearable-year-battery-life/

Nice !!!