RE: 0.5+ before the month is out. More news to come.21 Jul 2025 08:56
Could be a contract announcement for the Asian conglomerate design win once the product is officially released and we may get more information & numbers for the schurter design win order.
I thought it was a prizmatic design win. On advfn some discussion whether it's an order or not. It was issued in a rns unlike the Asian conglomerate design win which was a reach announcement.
Sounds like they're both going to result in revenue anyway.
They'd get a share of revenue parkez but I don't think they are the same as the reach rns would have mentioned schurter.
There are many reasons why schurter would front large deals as there's an element of security dealing with large corporates I'm sure they'll open many doors for cap-xx.
See on advfn some think this schurter design win is the same as the Asian conglomerate design win.
I'm not sure it is because cap-xx stated they are a direct supplier to the Asian conglomerate unless they've since decided to put this through the schurter agreement.
Also the schurter design win is confirmed as an order which is probably why it was in an rns as opposed to a reach announcement.
I also wouldn't be surprised if a large part of the 2m pipeline is within the design win so will have a very high chance of success that will contribute to this years revenue.
RE: 0.5+ before the month is out. More news to come.18 Jul 2025 16:28
Oh yeah forgot about that extra 1m that's got to see this to breakeven therefore no more placings to scare markets only way is up from now on....well up/down/up/up/up/down/up you know how it goes.
RE: 0.5+ before the month is out. More news to come.18 Jul 2025 14:36
I'd say already funded into 2027 with 4.2m cash end of may and 200k per month cash burn. Increasing revenues and further cost reductions will only improve the length of time it will cover.
Btw I don't think this needs substantial profits for a decent sp rise look at gelion mcap 45m still loss making and similar revenue.
We're a long way away from those numbers wyn. Cap-xx make 35% profit margin and a big achievement will be to breakeven this fy. There are some big potential projects for their technology but I can't see those numbers.
There's no reason that can't happen here the size of the sales operations with schurter and the distribution is truly global something cap-xx could never achieve alone and is totally unaccounted for by the sp & mcap.
RE: Hopefully gonna be a nice Friday18 Jul 2025 08:26
Just a bit of fun....it probably will up/down I've been here long enough and realise whilst the news really is good and on a different level to anything from the old days, the long-awaited rerate will probably require a contract signed in blood! It does feel like they will get there this time.
Very good news couldn't agree more with everyone. Strong schurter sales teams, 2m just on prizmatic, new joint products to come, cap-xx own pipeline and so much more!
All down to news then and the charts prediction of the arrival of news. Guess that's why we get these spikes on no news probably be a few more in anticipation of results and headphone release. If it turns out well maybe II's will also return to further support any rising sp.
Parkez have you noticed no one is bothered anymore about product development, major deals or anything else like that. Just saturated with traders looking at sp, trades and charts for next buy or sell. That's how it is here now