Member Info for Vanilla

That's good news parkez I missed that and thought he only said within fy26. I got the impression he had to stop in his tracks after saying 'we are in production with the dmv.....we are able to provide dmh if necessary and smt we are able.....' then started mixing up his words like he was backtracking and being more guarded in what he said.

Anyhow it seems to be progressing well and looks like we will get the product release rns soonish.

Chav maybe he knows something is coming soon but the market isn't convinced about his stake here so when whatever news is released we'll see how impressed mr market is then.

Https://youtu.be/CxI5dhEXxhg?si=8lUfxkqnpqUD74DC

From about 26.30 lar's discusses dmh, dmv and smt but forgets to answer the question about manufacturing optimisation think that was because how poorly the questions were asked too generalised. The questioner didn't actually mention dmh & dmv but lars bundled them all together with smt in terms of product development.

I'm not sure what stage they are at and lars answer to this question at the results presentation was difficult to understand because he was waffling whilst trying not to give too much information away. I always thought when dmh and dmv were available they would be inundated with orders especially when you read back to the fy23 results with reference to the customer evaluations that were ongoing.

Something stalled in their progress which they appear to have resolved and it may well be this binder that is also facilitating the soon to be released smt. Until they rns it's all speculation but they do all seemed to be linked.

Maybe your theory is correct and when the new binder is commercially available these products will be fully released to the market along with the smt family of products that lar's refers to.

Morning parkez interested on your thoughts about the new developed dmh & dmv as you can download the specs from farnell so if they contain the new binder it will be there for all to see. They're still watermarked as preliminary so not sure on availability.

VR it wasn't announced officially however prior to the last placing cap-xx confirmed schurter would be participating to maintain their % holding and infact slightly increased to just under 5%. The only evidence that they took part was the cap-xx major shareholder list on their website.

They're keeping a real tight lid on this and don't want to provide the slightest bit of progress news in official rns announcements.

We'll just get a rns out the blue when it's released, it must be close with talk of a new product family this fy so maybe it will be Easter that lar's pulls out a magic easter bunny!

Updated 19 November 2025)

Major Shareholders

Daniel Holliday

753,000,000

13.00%

Schurter AG

286,468,335

4.90%

More like a lemon VR the back slapping on linkedin needs backing up and the avoiding of answering questions is not good for investor relations.

If it turns out they're hiding news because of how big smt/binder will be then fine I'll happily lose the rind!

If tradingdutchman is still onboard can I suggest you hit linkedin with a barrage of questions that we lth loyal investors deserve transparency on. You can quote what % you represent maybe get telegram onboard and show them f@ckers they need to treat shareholders with a bit more decency.

Ionic has gone so has capmod, truckstart and probably energous and continental too.

The fact they still mention dmh, dmv and smt/binder along with schurter and DH buying all those shares is the opportunity for cap-xx and fortunately it could be a big one. Without it the aus$5m of sales they achieve with all that $100m manufacturing equipment in Sydney, huge capacity at nationgate in Malaysia and unlimited capacity in China is a reflection of their world leading standing in the market.

They need something big and smt/binder potentially could be the magic rabbit to save the day. I agree with parkez it has the potential to be massive and it's going to have to be otherwise we are fooked!

No questions because the recent results presentation included a Q&A session which wasn't a great effort from meet the company.

DH knows more than we do. Did tradingdutchman's group or engineer's telegram get any answers they thought Ionic was all good so probably not.

Ionic are being liquidated no update from cap-xx.

It's all about the smt/binder for cap-xx maybe this is the one time no news is really down to confidentiality. Lar's has given a timeframe of within fy26 so end of June all to be revealed.

There is but the window for submitting questions has now closed although you may be able to submit questions during the meeting. I've sent some in hope they ask individual questions this time rather than grouping them together as last time not much was provided although much of the patent stuff was still tied up in confidentiality.

amazing, some days you can't even buy a few 100k shares and someone can buy £150k worth for peanuts...only on aim ****ehole.

Parkez I hope you are correct about smt and the binder. Cap-xx need something special to compete in the market and grow value before they get gobbled up. You only have to look a what skeleton are doing and Clarios acquisition of maxwell to see how this market is developing. It's a sought after technology that as it grows and matures will become dominated by a few key players. If cap-xx have something special it will be worth quite a bit to someone.

Scalable and expandable worldwide

Parkez you could be right I think that is what is meant by the above statement.

Wyn you could make a very good case about deliberate misleading of investors for years and years as the old BoD never delivered on anything.

Lar's needs to deliver smt and turn design wins into contracts for cap-xx to break free from the shackles of old. If he produces in the next 6 months you could see your predictions become reality as the opportunities are huge...they just need to start winning deals.

Is that no hope vauch? Lars said on link-ed-in it's coming.

Market not believing anything lar's says so if it does happen maybe we will get a crazy reaction. Don't think he'll be able to string this along for another 6 months without delivering in his own words smt family will be added fy26 so we will see.

Can't say I agree with mention of shorters on advfn as there are no recorded short positions. Just wild swings on not much volume.

It really is a case of until lar's delivers some serious news the sp isn't reflecting the potential. He's all but confirmed smt is coming it works and they're in negotiations and the sp drops so if he puts this out as an rns be interesting what the sp does then.

It's a strange one Iamald don't know if you look in on linkedin but dh and gc claim to be very excited about something after their private meeting. We've not been told too much other than smt is coming so you have to guess it's most probably to do with this groundbreaking technology.