Member Info for Vanilla

Agreed s626 but with the AIM casino this will only go up if the gamblers pile for a massive p&d or cap-xx genuinely deliver products and numbers that confirms a sustained turnaround and the big boys pile in. I'd prefer the latter and is what I believe GC, schurter and DH have invested significant amounts of money for and are waiting patiently like the rest of us.

I'd be very happy if they bought cap-xx for 300m that's about 5p sp which would repair all my AIM damage and make up for all the years watching waiting wondering if that red dot would be the one!

Agreed GW advfn schurter are positioning cap-xx technology strategically and of significance. No doubt this is all to do with the binder, smt and possibly the modul products. I'm just surprised with the sp with all these people involved in discussing what they have the word will spread very quickly in this age of social media.

I'd say cap-xx fall in the 100k to 5m bracket.

Under the Future Made in Australia (FMA) plan and associated federal programs, a single company can receive substantial funding, ranging from $50,000 to over $14 million, depending on the specific grant stream, project scale, and the industry.Key Grant Opportunities & Funding Limits:Future Made in Australia (FMA) Innovation Fund: Administered by ARENA (Australian Renewable Energy Agency), this initiative provides up to $1.5 billion in total grant funding to spur pre-commercial innovation, demonstration, and deployment of renewable and low-emission technologies. Individual grant limits vary based on project scale.Industry Growth Program (Commercialisation & Growth Grants): Innovative, high-growth small to medium businesses can receive between $100,000 and $5 million to scale up operations and push products to market. Early-stage commercialisation grants range from $50,000 to $250,000.Powering Australia Industry Growth Centre: Companies can receive up to 60% of eligible project expenditures, with a maximum grant capping at $14 million. This requires your company to provide at least 40% in cash contributions.

Shouldn't be needing a raise if the Australian government are going to back them with a made in Australia grant plus the tax rebate.

This is the big issue for investors with the linkedin hints as anything of commercial significance should be rns'd and I would say a deal that has potential to accelerate next years h1 revenue to over 6m should be announced. As we haven't heard anything what should we assume. The most likely scenario is no deal yet but the release of smt / binder will result in finalising contracts that will at least achieve breakeven.

To overcome the h1 EBITDA loss of 1.1m would require 3.6m revenue at 30% gross margin. Added to the 2.6m revenue for h1 is 6.2m so I think at least 6m h1 revenue for next fy year to achieve breakeven by end of this calendar year.

I think they're going to get some additional funding following on from the EY visit then the modul, smt and binder news so what this all means for the numbers is unknown at present.

Don't like painting anyway regarding backlog if they shipped the lot revenue should be at least 5.4m and hopefully with a strong backlog from new orders to go into next year.

Might paint a wall today and watch the paint dry if a red dot appears quick dab of paint to cover it up.......can't be anymore tedious than watching lse. After all this if the rocket launch is not a spectacular lift off think there will be a little disappointment in the air!

It's all guesswork based on snips of linkedin and may yet be nothing. The longer the sp stays in the doldrums the less chance of outstanding news in my opinion as we're usually the last to find out the cause of wild sp movements. The wait continues................!

Numbers.... that is probably true in relation to significant commercial deals but apparently the mod ul product is available now and if it was a standard product release I would have expected details to be made available otherwise it may be as follows:

do aim companies have to disclose groundbreaking technology developments to the market immediately +9 Yes. Under the London Stock Exchange's AIM Rules for Companies, a company must issue a notification "without delay" for any new, non-public development—such as groundbreaking technology—that would likely lead to a significant movement in its share price.However, there are strict nuances and limited exceptions to this rule:The "Without Delay" RuleUnder AIM Rule 11, price-sensitive information must be announced to the market as soon as possible so that investors are operating on an equal playing field. If a technology development is "groundbreaking" and would materially impact the company's valuation or business expectations, keeping it quiet would likely create a false market—a strict violation of the rules.Limited Exemptions (Delaying Disclosure)Companies are permitted to delay announcements of inside information under the UK Market Abuse Regulation (MAR), but only if all of the following conditions are met:Ongoing Negotiations: The information is the result of an impending development or is in the course of negotiation, and immediate disclosure would jeopardize those negotiations.Strict Confidentiality: The company can guarantee that the information is kept completely confidential. If rumors leak, the company must announce it immediately.No Inside Trading: The individuals who know about the breakthrough (directors, partners, advisers) are legally restricted from trading the company's shares.

Parkez it is strange that no product details have been disclosed for mod ul. Maybe if jointly developed with schurter has restricted the release of news or it would giveaway details of the revolutionary binder if that has been used. At some point though I'd expect the share price to respond as more and more what look like knowing linkedin likes appear. Although I'm happy to see the updates as a long term ill-informed shareholder do not feel any desire to reply with likes to what has been posted. I'm not sure when they will reveal all and it still might not be this month but it must be difficult to prevent any leaks if all these visitors know!

Quite a few not impressed with the tuxedo today. Be nice just to get the news so we can assess where we are and determine how good this binder/smt will become.

Should be a few $m added to the bank balance then and will be required to be rns'd. Hopefully we get smt update soon along with mod ul and design win updates.

E&Y seem to be very impressed looking at the amount of linkedin likes. Considering cap-xx have been receiving a government tax rebate every year I can remember if this visit is just about the next rebate the reactions would suggest something a little more substantial.

I did wonder why Lars received a few congratulations messages from his Tuxedo picture maybe something was announced at the gala dinner.....and not that Lars won the award for best dressed guest!

no idea about rgo as we were never provided with any update. but we haven't been updated on anything so it's either all going to turn to **** or smell of roses!

It's an old one but that was the potential and why many of us put all our good money into this.

https://cap-xx-assets.s3.eu-west-2.amazonaws.com/CAP_XX_ID_Tech_Ex_2018_04_final_458e43b854.pdf

Wyn if I can find it again I'll post it here but cap-xx issued a report once that claimed they were discussing deals that would produce $100m in annual recurring revenues. That is why lth are exasperated when you see the pitiful level of sales achieved over the years. Maybe the time is now for they could finally have the technology developed at just the right time a little more time and we will find out and like you I hope schurter do not get a bargain.

Good luck FYI whilst I've been invested this got to at least 17p many years ago but with far fewer shares I think achieving a mcap of around 70 or 80m so equivalent to about 1.5p today. But the potential news we're assuming is coming is far more credible than what was promised back then. If the market can get excited about it there could be some decent gains here....look at itm and ceres!

Good luck m99 I'm in the same boat as you not quite as many shares although invested way to many £'s here unfortunately so silly average and therefore will have to hang on. I agree having held through previous spikes it would be sensible to part with some but then again if this starts to move where could it realistically get to.