Member Info for Tradingdutchman

A happy new year everyone, I’m personally expecting some firework this year :-)

Hi all, since the year is ending, hereby a summary of what happened this year (+ few months longer):

- Epishine selected Cap-XX for battery free indoor energy harvesting
- Portal instruments selected Cap-XX for needle free injection.
- VAIMOO selected Cap-XX for their bicycle fleet to enable the power boost for GPS and Bluetooth
- Jack Windshield (100% daughter of AGC) selected Cap-XX for windshield detection breakage.
- Sensys selected Cap-XX for their car detection sensors for in the road.
- RGM spA selected CAP-XX large supercapacitors for an automotive energy storage module
- Spire Health follow up orders
- MCCI selects Cap-xx for LoRa module for IOT.
- Cap-XX added lithium Ion Capacitors to the portfolio.
- Continental has designed in Cap-xx supercapacitors for an automotive application
- Cap-XX is selling IOXus large supercapacitors under exclusive marketing agreement (Due to the lawsuit which was finished in favor of CAP-XX)
- Marine edge selected High power liquid-Cooled supercapacitors for their advanced fuel reduction technology in cargo ships.
- Partnership with Powerfilm Solar, Epeas and Cap-xx to eliminate batteries in IOT.
- Partnership with Energous and Cap-XX to charge battery free of IOT devices.
- CAP-XX adds coin cell supercapacitors to product portfolio

Looking to the potential of above opportunites, I think today's business outlook is far better than last year.

Especially the wide field of applications/costumers makes it a very healthy outlook.
- Coin cells batteries, any idea how big this market is ?
- Cargo ships, their biggest costs are petrol.
- Being in the hearth of many IOT applications
- Present in innovative Health Tech applications
- Present in Automotive

Last year, the shareprice was 6.3p and now 3.6p. As a forward looking investor, I think there might be some uplift possible :-) I expect some first sales growth must become visible.

All the best and have a nice xmass period everyone.

Mer400, strong summary. I would like to add: 2025 line capacity expansion

While looking back last year I think that Cap-xx is in an excellent position for stellar growth.

Small supercaps
Battery supercaps
Big supercaps

Iot
Automotive
Medical
Industrial

So many new design ins and partnership must result in a massive salesgrowth. Hopefully with the always stated margin of 40% +

This means that I will keep the shares and try to top up in the coming months. Pretty sure in March/April they will show black figures.

The lawsuit is only a bonus but all the ones who are afraid of Musk: let’s wait on his tweet to ask if they should continue the lawsuit or not ??

Cornish, very good remarks. Spot on.

The company is clearly growing over time with collaborations and design ins. Also the applications are pretty wide and most in expanding markets. Some of them will dye early (or are too early in time) and others will grow and can then can grow very big.

Being bought by for example Tesla would not be my preference now since the application opportunities are too wide… which value is there for Tesla regarding IOT for example ?

Reading this article makes me thinking why hybrid cars are not using supercaps.

Using a petrol engine to run stationary on optimal rpm which is then used to charge the supercaps. These supercaps will then be used to power the electric engine to turn the wheels.

Could be very efficient and I think these guys are doing this. Smart idea.

Also mentioned on their homepage:

https://energous.com/

Ryan,

You are right of course these are sales opportunities. But they are stating this already for a while now in formal updates so there must be some content behind it. Therefore I firmly believe that this is going to happen and that the projected shareprice (without massive dillution of course) is absolute realistic and I think even on the conversatie side due to all new initiates regarding short period energy storage and fast unchanging globally. But who is right we will see only when looking backward over a few years.

Rak,

They have a yearly sales funnel exceeding 60mln Aus $ this is mentioned several times the last months. On top of that, they have recently made this deal with Ioxus which according the board is significant. I simply doubled the 60 mln. The maths is Just to give an idea why I think the shareprice is far undervalued.

Ooeps… 300 mln shares was a few years ago… they keep printing them :-( … then it is 60p… still a few % more than current shareprice…

So… 60m Australian dollar and more of yearly sales funnel, excluding truckstart and other big capacitors ( which according the AGM are significant more in value). Gross margin more than 40%..

Well I do my math again: 120+ Aus Dollar= 60 mln GBP x 0.4 x 15 PÉ ratio / 300 mln shares= 1 gbp.

Why is this shareprice on 3.5p ??

Not sure on what to think about this:

https://enercera.ngk-insulators.com/en/

Brought like a battery but wondering if this will be the next licensee

Take over by Tesla ? Never ! I think there are more people here and @cap-xx that deserve to gain some serious profit and not mr Musk. He may take it over once the shareprice is above 1 pound..

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..