Member Info for Tradingdutchman

Thanks all, looking forward to the broker response. Looks like they are messing things up. Will keep you posted. Have a good weekend all, was again a fruitfulle week. Enjoyed all discussions, going to miss this once this share takes off. Just checked in for my flight to Penang, still no one knows the name of the subcon overthere ?

After three days in a row a buy order of 10.20p which didnt happen, I gave up and sent a mail to my broker.. Let them figure this out.

I just noticed the potential for bluetooth headsets. I have my second set right now (first one the battery went broke witihn 1 year...) and the battery time is simply just too short (about 3 hours). Could imagine supercaps wouldbe a good solution for these. Would be a nice volume also..

Hereby what could happen to spire: https://www.statista.com/statistics/472591/fitbit-devices-sold/ 10 mln units per year, 30% profit, unit price 1$, p/e ratio 15, 300m shares....0.2$ per share. Total wearable market: https://techcrunch.com/2017/08/24/global-wearables-market-to-grow-17-in-2017-310m-devices-sold-30-5bn-revenue-gartner/

JT, you might be right. We only �educated guessed� that each capacitor sold by avx and murata means about 5-7 ct on their bankaccount and that each own mfg capacitor sold brings about 30ct Profit. However the question is market adoption and scalability... time will learn, but I expect better insights soon and the accuracy will rise during this year... otherwise even 20p is too high ;-)

Within two months 20p+. Based on avx news, spire deliveries and some financial insights (so we can start calculating). Wouldnt be surprised to hit 1 pound by end of the year. But this is dependent on market adoption and scalability.

Alberstroller, no idea. I never linked cap-xx to any bitcoin applications of financial transactions ( beside credit cards)

Ok.

Some figures about potential volumes regarding ble in buildings: https://propmodo.com/thanks-to-the-iot-data-may-be-a-building-managers-most-valuable-resource/

Iwantthatone, The presentation clearly states us$100m but since you calculate with 1$ it doesnt matter. Whats indeed unlclear if it is own mfg (30% margin) or again selling their table silver with 5% licenses.. lets see...

Any corrections are welcome....

100 mln yearly high growth market in Kongats presentation for target applications... unclear: what does this 100 mln$ mean ? Per application ? Turnover or profit ? In case profit and for each application:p/e=15 and 300 mln shares means 10$ per share... Sounds unreal for me... In case all together and based on a 30% profit margin, 1.5$ per share...could life with that :-)

No supercap mentioned, but explains a lot: http://quuppa.com/technology/

I googled a bit around and figured out some nice applications. Industry and logistic is searching for many years for accurate indoor positioning sensors. This is serious stuff. :-)

This pdf is from 2015 and no supercap mentioned... don�t get it....

Albertstroller, thanks !! Hereby a link to another product mentioned in the ppt, for me this was new: https://www.silabs.com/documents/public/user-guides/Sensor_Puck_UG.pdf

https://www.electropages.com/2018/04/tti-europe-cost-effective-cylindrical-supercapacitor-cells-modules-offer-excellent-reliability/

Correction, 5 billion should be the proposed 20 billion.

Open, I assume the cost of sales are currently still high since 1) the volumes are simply too low and 2) it is a new product which normally has higher market activation costs (doesn�t sell itself yet and technical support is needed). Once volume comes and the market adaption increases this will reduce drastical. Claretjay, I actually didn�t take the credit cards into account. But 5 billion yearly, 3% market share, 0.5$ sales price 300 million shares, P/E=15 and 5% royalties brings me to and additional 0.75$. But of course all based on my personal view

I tried to judge each value: Cr2023 replacement (5 billion button cells are yearly produced), credit cards, Avx license, Murata license and truckstart. Based on a P/E ratio of 15 and 300 mln shares, I ended up more than 4� per share. Of course with many assumptions for each individual market and not sure if all flies, but on the other hand we also do not know about other applications. But wat I observed is that this kind of components have huge volumes once they are applied in some applicatins and I was astonished to see the current sales prices in high volumes. Mouser is selling for 1.5�+ . This means avx is selling them for 1�+. Of course everyone can have him/her own view , but this is how I currently see the potential value.