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Parkez something you might be interested in page 31 of attached report they manufacture cap-xx supercapacitors. Nationgate also provide smt testing services and manufacturing services for sony & samsung.

Cap-xx apparently are bringing a large investment to Malaysia where Nationgate is based according to linkedin.

https://newsfile.futunn.com/public/NN-PersistNoticeAttachment/7781/20250430/MYX/MYX_3549632_242412.pdf

Only with news on smt patent, testing progress or deals. If it rises on no news something has been leaked.

What do you think we'll hear about next it seems to have gone a little quiet.

Sushi you are probably right apparently cap-xx are bringing a large investment to the Malaysian production plant. Might be something to do with the Asian conglomerate design win or even another in the pipeline.

Hopefully it finally comes and locks out these trading cycles for good. It is very quiet though if no deal you'll be down with the rest of us.

Mr onions it's not very complimentary report unlike your very positive earlier posts. It is quite factual but focuses on the negative might not be a bad thing. Cap-xx needs something unexpected to come good too to change the mood or what this report highlights might be what happens.

Willec cap-xx have been saying that for years I think it's time they actually started selling these products today. Whilst some good forward looking statements are expected the numbers need to show progress.

No just not updated as per cap-xx link below which is more recent

https://www.cap-xx.com/major-shareholders/

From the report but they have schurter at 2.4% which is incorrect as they increased to 4.9% so not sure how accurate this is. Zeus holding was never rns'd as below 3% but i assume it's the same Zeus related to Richard Hughes if so interesting that they got involved.

Key Shareholders

Dr Graham Cooley 9.9%

SCHURTER AG 2.4%

Zeus Investment Management 2.1%

P Elliott 0.8%

Quilter Cheviot 0.6%

Not sure how relevant but zeus investment management founded by richard hughes are listed as a shareholder in the latest allenby report. How accurate their information is not sure but hopefully it's a good sign.

Odd that b+ has stopped the repetitive posting now sushi thinks a placing it's all games here unfortunately.

Hopefully working on some morale boosting news for cap-xx if you've seen their LinkedIn post don't see why they would post that sends out the wrong kind of message.

By the way I'm not questioning the validity of the reach announcement. My point is if there had been other contract wins or developments with patents we would have had an rns which we haven't as yet.

I'm fine with NDA's janoz fully understand how they work. I know they can't disclose certain information which is why I'm guessing it could be something quite important that we'll be pleased to find out.

If they had any worthwhile news I think we'd be told otherwise why put out a reach announcement. Hopefully numbers are good and some good news arrives soon.

From the same report last year that gave the impression of advanced progress but since then even in the February presentation they didn't give much away especially with smt that was being tested by huge EMS companies. Has it passed and succeeded in a design win and waiting patent approval around June time.

Could be dmh as that product and the 3v range are listed for sale with Farnell. These 3 technologies are expected to contribute to this years sales with only a few weeks of FY25 left so hopefully some news will land soon.

On commercialising these technologies, we have made excellent progress in finalising the development of the SMT range and have produced ex-plant samples from our Seven Hills facility for evaluation by our major customers.

The SMT range is break-through technology that, for the first time, allows a supercapacitor to withstand the high temperatures of a re-flow oven. This will enable CAP-XX supercapacitors to be included in electronic devices manufactured by automated assembly lines, with significantly reduced costs. We expect this to enable our SMT device to penetrate many high-volume applications.

We are now in the process of pursuing design wins that would lead to purchase orders and much higher manufacturing volumes.

The second, new product range we have been developing is the DMH range of very thin (0.4 mm) supercapacitors. This provides a form factor suitable for numerous IoT, medical, wearables, telecommunications, drones and other industrial sectors. We are not aware of any competing supercapacitors that are this thin, so believe we have a significant competitive advantage for many potentially high-volume applications. Customer evaluation is underway and initial feedback is encouraging.

Our third significant new product development is the 3V supercapacitor product which we can now produce in volume. 3V supercapacitors offer cost-savings in electronic manufacture as it matches 3V battery systems with a supercapacitor for surge power requirements.

Parkez I'm not sure the design win would necessarily mean smt had completed all testing. For some reason they haven't listed the selected product and I don't think the Asian conglomerate would prevent it being mentioned in that announcement. It's good marketing to give product details out but until a contract is signed they wouldn't want the competition to know about any technical advantage they have. They could be involed in other similar deals so until the contracts are done it might be a bit quiet. Like janoz said why chose little old cap-xx over all the bigger competition out there.

At least we should find out well before the October release date. Be great to see an rns that mentions high volume, samsung and smt if it does the sp would look a bit different. Whatever it is though as long as it becomes an order it's a step in the right direction.

That is true janoz I took part in the placing to average down so looking forward to when this starts going up. I wouldn't say they had nothing though lots of potential but i agree they're in a far better place now.

Wyn pleased to see your optimism here I was just referring to the 321k not being a big number but if the % increase has continued as you suggest it would be a great result.

A lot of good signs here particularly the Asian win looking forward to seeing that confirmed as an order that surely must be high volume.

DR and numbersrule what is it your thinking as we had h1 numbers only +6.8% and we had January figures which were up % wise but still not big numbers. So that's only coming up to 4 months of sales we don't know about.

I don't see how they can be significantly up as it would be rns'd so I'm hoping they are progressing but have much more to come with current and new deals making a definite move towards profitability. They're working on infrastructure deals and this asian conglomerate might just be the door opener. One big announcement with numbers will be huge for cap-xx whereas at the moment the market won't commit. Hopefully a lot of this will be clearer before October when the earphones are released.

(Key board problems with all the adverts on this site) Improving numbers posters will understandably question whether sales are increasing. Might need a bit more time to see the full benefits but as ever great potential that will hopefully achieve the sales needed to become profitable next financial year. If they do can't see the sp staying so low it's still rock bottom even after the recent rise.