Member Info for Vanilla

Might be wishful thinking but the strips on the desk by lars might be smt reel tape strip samples.....be funny if they delete the picture!

Yes it's a strange way of engaging with investors be good if one of the groups of shareholders emailed cap-xx one of these questions and shared the response here.

I'm assuming they don't want to discuss due to the commercial sensitivity of what they are developing. The product slide in the presentation gave the impression they were imminent so I would expect the new website to be updated with those same product families:

Prism

Ion

Core

SMT

Mod ul

No coin cell now yet schurter have just released their version and all cap-xx versions are enquire only. All interesting stuff whenever it's revealed!

See another post was removed asking when cap-xx website would be updated with the new products. Why would they delete that?

Wow NF a post that some might construed as being a little on the positive side.

Rico what is special about cap-xx smt is that it can withstand temperatures of a reflow oven. Still needs soldering but is fully automated. Cap-xx have been attempting to get this working since 2009 and no one since then has succeeded so if they have now solved the puzzle it could be big.

If parkez is correct about the global scale of production it will be a massive boost to cap-xx revenue that will completely change the valuation metrics of this company.

Those crazy 6p broker predictions may become a little more realistic.

When you look at the facts it does stack up. Lar's definitely quoted on linkedin that new smt equipment had been installed then deleted that comment. He's now confirmed Australia will be the first manufacturing location for smt and that it is easily scalable globally which can avoid tariffs. As you point out schurter are carrying out supercapacitor training globally and have 14 sites that might be able to carry out manufacturing.

Just need the rns and it's all systems go.

Schurter have tested the smt with good results.

And now global training on supercapacitors...

All points to a joint venture with schurter in the manufacturing of smt at their 14 sites....

That's definitely an if carlsberg did smt post.....if only that is what is being worked on behind the scenes it would be quite something!

Hopefully SMT and the Binder will take us to profitability but until that is proven we will continue as we always have done in a "Jam tomorrow" situation.

Couldn't agree more always thought only way cap-xx will come good is by some miracle invention which is smt as sales of every other product is way too little.

Only question is if they do release smt what kind of sales will result and what will it do to the sp.

Wkw yep aim at it's best sp 0.45 with dh increasing his holding to 14%, continued improvement in results, potentially significant design wins, confirmation of breakthrough smt technology and sp nearly halves. Hate to think what would happen if cap-xx announced bad news....sp would be 2p!

No Q&A after results and very little detail on progress. They really are keeping it a secret and if it is as lars suggested to protect to patent process and NDA's can only hope it is big news which would explain why someone would invest £2m. Only concern is that if something big is in the pipeline you usually see a positive sp reaction which isn't quite happening here. If it stays down here and they do drop news smt, headset or chip manufacturer related it will be interesting.

Don't think that was a red dot release. Be great if it comes but smt is the big one when it happens. Don't want to be waiting too long.

Let's hope we get a red dot before end of day. Be a great endorsement and I guess the half year numbers would have included an initial order for pre-release stock.

I would have thought the market would have known by now so not convinced about this connection but we'll see. Lots of other things going on and cap-xx continuing to mention breakeven shows confidence in the numbers.

Wyn I'd agree but if a significant order was received I'd expect an rns with appropriate wording regarding confidentiality. Regardless of whether an order has already been received an announcement confirming they have secured a contract from the previous design win will be very good news. Fingers crossed the silence and secrecy is because they are working on something very good. Good to see more lth's popping up.

M99 if it does turn out to be sony they must have placed an order for a number of headsets already. Not sure if this would have had to be rns'd. Could be an interesting week.

Hello TD some lth's still here even openspaces posted recently. What's your opinion with all the secrecy it definitely looks like they have something and are carefully controlling the flow of news to protect the patent process.

Interesting that schurter's new coin cell product is released yet all 14 cap-xx coin cell products are enquire only.

No Q&A after the results presentation all looks like highly confidential work is progressing that will soon be rns'd and it must be quite significant for all this secrecy.

Let's hope it's great news to coincide with the demise of all the bitcoin chasing rubbish so that money returns to companies worth investing in.

Maybe there was more to that linkedin comment lars deleted about new smt machines at seven hills. He has now confirmed they will become the first production line so who paid for them and if negotiations are ongoing for machines elsewhere who is backing this expansion. If they are new machines schurter must be involved as cap-xx cash balance doesn't reflect any major equipment purchase unless they've been leased.

The few trades today and that last UT trade are completely meaningless.

M99 that's an interesting interpretation of what he said & might be right. I thought it meant they were in negotiations with suppliers who would include cap-xx smt supercapacitors within the pcb's they are manufacturing in locations will be global to avoid tariffs.

If lars closes this smt deal with suppliers he's been discussing since last October he can happily sign a contract extension. Can't be too far off and the design wins must be close to becoming orders.

Schurter's new coin cell product must be lined up for orders as they could have released any products but specifically chose this one.