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M99 have you found any reference anywhere to that sony teardown post. I haven't seen anything that's why DG compared it to a fake avct brochure from covid days and until cap-xx rns the facts I agree with parkez.

GW1 on advfn with the Sony fake news here and any comments on linkedin referencing previous news updates being deleted whether these sold shares are an opportunity for someone is yet to be seen but at least DH & GC keep buying . Lar's needs to be quick out of the block in the new year with s626 answers and more ideally smt and those high volume sales or profitability might be a stretch for fy26.

dg that's funny the fake covid brochure and the many other avct classics the main one for me and a lesson for everyone was dr smith selling shares to buy his house. should have seen this huge red flag and followed his example all the excuses on these boards were all wrong. i remember a pwhite on advn relentless bashing that proved to be correct all along, that's why i don't mind posters like nf here although he doesn't provide similar evidence for his negative views.

avct are reinventing themselves with a complete new bod and look to be recycling the story with the next av6 whatever product trying to keep it going attracting new investors.

and there is the similarity with cap-xx where we have a new bod and to some extent recycled news with all the great potential of the re-released dmh, dmv and smt. none of these 3 products achieved any sales the first time round and it's not clear dmh and dmv are attracting large customer sales this time round. the smt release is yet to be announced and still dangling potential high volume sales of which it will 'automatically' deliver.

by comparison to the fake covid brochure the sony post could be another. avct did have a lft product but i don't recall announcements of any customers chosing the product and only dr smith bull**** claims of greatness that never materialised.

the difference here is cap-xx have secured a design win with an asian based conglomerate with all details including the product being kept confidential. another big plus is they also have schurter and gc & dh with substantial personal investments mostly made on the open market unlike the avct boohoo boys who got in on placings. shame lars doesn't commit with a reasonable stake and that is a concern as he makes the most noise and should put his money where his mouth is. the next 2 to 3 months will determine whether cap-xx v2 is going to be different and deliver products and breakthrough technology that will achieve huge sales or just be another avct recycling a story to suck in a new set of investors to take up the inevitable forward sold placing shares (courtesy of pwhite) from those on the inside which explains why the placings are always completed so quickly after the surprise rns announcements.

Parkez it all sounds good but agree until you see an official document it's as good as all made up. Google searches don't mention anything from that post so who knows who wrote it.

what's going on have some posts just been deleted.

nf i actually agree with some of what you say but you lose credibility with much of what you say. if smt doesn't happen then we are all stuffed as that puts lars firmly in the kongats/elliott bull**** camp. i really can't see him failing on this one with schurter, dh and gc all financially in on the hype the disappointment would be too damaging.

M99 no not specifically it was asking for updates on all the comments from Patrick Elliott's 2024 report that were missing in the 2025 report.

Mentioned Ionic, dmh, dmv and smt customer trials that were taking place and the expected high volume sales. Also interestingly Patrick Elliott stated that strong growth was being experienced in Europe and it was asked why 2025 European sales ended up down from 2024. Some other questions about achieving profit in 2026 which was expected if current growth continued.

It looks like everything other than smt and schurter has been swept under the carpet although dmh and dmv are available no news on deals for what are supposed to be breakthrough technologies. When smt is finally released it's a deal breaker if high volume sales don't materialise it's not clear where else they will come from as they don't communicate any updates......only DH knows the detail we're not allowed to ask!

Is telegram still going can anyone just join be interested to know if they know why cap-xx are censoring any questions.

M99 see linkedin comments have been deleted again. Very strange behaviour if it's confidential and all to be revealed in the new year then great.

Is it too optimistic to assume billings for the first 4 months 12% up on fy25 could be 5m ÷ 3 + 12% at 1.8m then add the backlog of 2.7m means potential revenue of 4.5m with 8 months remaining to increase bookings and bill as much as possible.

Not easy to know when actual revenues aren't quoted but h1 numbers need to reflect these high %'s quoted otherwise they are used to be deliberately misleading. Plus breakeven has been targeted for the next 6 months which could require even higher revenues.

Will only move and retain value when smt and contracts of sufficient size to achieve profitability are announced. There hasn't been the huge demand for dmh and dmv that was boasted by the company so fingers crossed the smt and binder combination will unlock much needed high volume sales.

I'd say about 175k/m

(1,500,000+1,750,000

−2,970,000)÷7×52÷12=173k

Breakeven this fy is going to take an impressive uplift in sales and further cost reductions.

Thanks vr same to you and agree what you say about cpx the same can be said for most of AIM. Amazing how these companies survive for so long losing money but manage placing after placing by reinventing themselves. Feels like the gravy train is coming to an end and making a profit will be vital for many.

VR I'm not sure what occurred but you can't just exit in these companies with the amount of shares they own. It's not the same as selling a ton of shares in shell or lloyds. What do you think would happen if he put in a sale order for 800m shares. It will be a negotiated trade with most probably an ii.

Unless he's been shown something very compelling I can't see anyone risking £2m in something like cap-xx but if you were guaranteed a 10% profit £200k to sell at a future arranged price then I'd understand. All fantasy I know maybe he's taken a huge risk and sees this as making 10's of millions as the 7p forecasts you see will make him 50 to 60m and very rich.

S626 the fantasy theory is he's buying on the back of a prearranged sale to an II who can't yet invest due to cap-xx lack of profitability which may be what occurred at LST.

Alternatively he's totally bought into what GC has told him over their dinner meetings. £2m though when no other director can see how big the potential news is to open their wallets is very odd. You get people he like chav saying follow the money yet those right in the thick of things who know exactly what is going on don't follow the money.

I think good news is coming but the jury is still out as to whether the technology will be adopted on a scale we hope for and therefore whilst it could be massive there is still an element of doubt.

good luck wyn there's no doubt aim bod's are generally a bunch of lying twats who often have no skin in the game. that should be the real test for anyone here when ceo's don't invest or sell shares (dr smith) they're are not committed and don't believe a word of their bull****.

if it wasn't for gc & dh i'd firmly put cap-xx in that category and it is a big concern how little the cap-xx bod have committed with gc & dh carrying this ship at the moment and if they're not kicking arses can only assume things are looking good with all the linkedin back slapping.

Wyn if you think the recent comments from cap-xx are deceitful I can only imagine what you'd make of the years of promises from previous years.

However I would say it can't be any worse than the famous Dr Smith quote 'we'll sell all we can make'.

Anyway that was all in the past and if you'd followed cap-xx years ago you'd appreciate the significance of recent claims regarding smt and whilst it could be hype the comments from GC and DH both being heavily invested sets cap-xx apart unlike smith and many others and makes for an exciting potential outcome. No guarantees but hopefully they've seen enough to be convinced cap-xx will deliver the goods next year.

I think it's fair to assume the mm's just want sellers. The only rabbit is smt and it might need to come with a big order for this market to get excited.

chav it's what happens everytime and will continue to happen until lar's drops a meaningful rns. we're assuming that dh's investment is a sign that one is due but the mm's and traders couldn't give a **** about what good exciting news might be round the corner.

hayden good post everything on linkedin points towards scaling up manufacturing to meet demand. the assumption from lar's is quite clearly high volume scaleable worldwide smt rollout with major customers, global distribution and schurter with their global sales/distribution network. if it's all bull**** then lar's has pulled a blinder as it does look like it's all coming together except for the final most important pieces of smt product release and contracts.

Company can't dictate what the sp does they just need to deliver and hope the market likes what they serve up. We're all sat with empty plates at the moment should get 1st course before xmas and main course?