Some explanation what it means.
https://www.mow.uscourts.gov/sites/mow/files/BP_Procedures_PSO_and_Pretrial.pdf
Flashbuyer, maybe a high gas bill which needed to be paid ;-)
Hi James,
Only invites are allowed to listen in. But after the meeting there will be a report. Last time this report was actually very complete.
After the meeting I will share my notes through the email addresses I received from all that teamed up. Not sure if you are on that list, but in previous posts you can find the way on how to join.
2 PM UK time
3 PM CET time
Mikecc, please download the cenko’s report (it’s for free, you only need to registre) there is a part over the ghaphene development. This is the point about close to acid batteries. Not the current products.
Should have mentioned indeed the two available reports from Cenko’s and Allenby they are both very insightful. Sorry for missing that out.
Surprised, excellent summary.
I read the Cenko's report, the one from the RNS and the Allenby report. When you carefully read them and digest them, my conclusion is that the current share value is too low and that the potential uplift is "unlimitied".
Example:
They are on the point to make supercapacitors getting close to lead acid batteries wrt capacity but with unlimited lifetime and discharge currents. Suppose this happens, what do you think we will all have in our homes ?
This is of course dreaming, but it shows the potential. And same stories about IOT, health,automotive, lawsuits wins..
Open, will review all remarks I received during the weekend and will share by mail the remaining questions.
I take it as very positive that today the shareprice didn’t drop further.
Looking forward to tomorrow.
Also nice to see is that the the pipeline is mostly on products which normally have very short time to market (expect for medical) this helps a lot in ramping up.
I love the mix in the costumer portfolio. Really great.
Sales volume pipeline of 60m$ And growing !
Let’s say it will be 45m$ (75% of Murata stayed)
With 43% margin.
500mln shares in the market
Let’s assume for a growing company a P/E ratio of 15.
For me the price target is 58p now.
GLA
Tommorrow, what time are the earnings ? And which timezone ?
I just read again the collaboration with unsw and I think there is a very important message inside:
It looks that the collaboration resulted in a product including new IP::
3V supercapacitor being directly connected to a battery, especially a non-rechargeable battery
The Company is currently in preparation for the launch of the new 3V supercapacitor at the end of 2022.
Hi RhHh, we are still active as pro active private investors and are invited for the next groupmeeting which is few days after the earnings.
We have with all people (which is a lot of brainpower from different angles) composed a list of questions which is shared to cap-xx board about a 2 weeks ago. Last time, cap-XX board adressed most of the questions (if possible to answer) during the earnings and the subsequent groupmeeting. Some questions could not be answerred for strategic and regulatory reasons.
So yes we have contact but in a kind of consultancy role by asking questions, but absolute no more knowledge than others about the company.
The reason why I topped up is a strong believe that the company is moving into the right direction:
Active in automotive (Continental, Vaimoo, RGM spa)
Active in Iot (Epishine, Jack’s windshield, Everactive, epeas)
Active in medical (Spire)
The unknown global mobile phone company
New product developments
Licensing, Collaborations and joint ventures (ioxus, tdk)
Last lawsuit update with Maxeon gave me the impression that cpx has better cards.
Projected profitability
Enough production capacity
For me, above items are convincing me that the strategic paths is clear and they are already executing this. Results will be the proof of that (but then the shares are already on a different price level)
More brainpower is always welcome btw, see my previous posts on how to join.
Morning trades were mine again. Now ready with topping up and let’s cross fingers for earnings.
What time and which timezone ? I would not like to miss it :-)
James, was mine.
https://www.cap-xx.com/news-and-events/financial-calendar/
Interims are planned 29th September.
OS, indeed confusing. But Based on the 4.2 I think that the currency should be gbp. But we will know soon. Hopefully some teaser this week and the exact date and time will be announced.
Barnacle, good post and this is not including the deal with Ioxus yet.
Earnings are getting closer by the day, can we expect some pre weekend fireworks today ?