Member Info for Vanilla

Parkez see below for progress from November 24 results. Lars provided an update in the February presentation but it wasn't obvious from that where they'd got to but it would automatically be high volume sales which sounds good.

With potentially such a breakthrough you'd think they would provide more information.

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.

We're hoping for an excellent update but nothing material has been rns'd so realistically what outstanding news would it contain as they can't withhold information.

Need a bit more substance than just saying they are making good progress. Lars told investors to get ready so hope it's a good one.

It will be cost saving which is good. BDO are huge just as global but probably expensive

I would hope that it is just procedural as part of the process to change auditors which must be part of the cost saving initiative

If it gets to 1p something good will have happened. No sign of it yet but news is anticipated lets hope they deliver soon.

The real test will be on how sales are progressing and technological progress with smt/binder products. We all know what the potential is it's whether what has been put in place is achieving sales.

Progess towards profitability is also key and something like smt will contribute towards that goal. The new binder will hopefully fix what had previously failed in their last attempt many years ago but it does seem to be taking a while when you read some of the recent updates it was supposed to be with customers for evaluation but not so sure about that.

B+ I'm not sure if the credibility of what you post is damaged by the repetitiveness and lack of news in any of your points. Do you have any updates to demonstrate further progress.

Iamald i suppose the m99 description of cap-xx was a bit harsh but have you read the LinkedIn comments

Whatever was the reason for the unconventional linkedin communication let's hope it isn't to do with any failings with sales or smt progress. All very odd at the moment not sure why they wouldn't reassure if all was going great

M99 who is deleting the posts. Has the dutchman heard from cap-xx he should ask them about the LinkedIn comments if he's still in touch be interested to find out what's going on

Can we all be in b+'s bubble totally oblivious to anything else going on except the growing list. Reminds me of kongat's pipeline growing to nearly $90m annual sales and closed 0%.

If we don't get some seriously good news soon and lars says he wants to come to london to meet investors.

Bit sarcastic was their response the new team seem to forget they've been running out of cash for 26yrs. We know they had 5m cash reserves in feb supporting 300k/m cash burn. Around 24m to plug the hole we'll be closely watching and reminding them at every opportunity but expecting +fcf in FY26.

Not sure what to make of the LinkedIn response as they can avoid running out of money in several ways the preferred being from profitable sales. Are we supposed to assume that is what they mean shame they didn't fully answer the question although linkedin isn't the platform to release commercial news.

Is that wkw you refer to janos as i find it odd how those sort of posts along with b+ ramping appear in troubled shares. I think they target battered shares where billion+ placings have been done to continually churn shares.

It will only stop when cap-xx either fail or succeed we'll find out soon.

If it is ramping it's not working as the sp is not much higher than the trashed placing price. Unfortunately lars thinks he has made sales progress because a customer has placed an order which shows trust. Ariel had the cheek to suggest this is not a traders share but a long term investment....he needs to look at the long term sp chart and explain who the placing shares went to. Certainly not the institutional investors who would have held them for a bit longer than 5mins.

S626 i agree the continued low selling price is odd and not good. Maybe they all want out but won't sell below the placing price. Whatever is going on if lars delivers with sales and technological breakthrough it will do very well if not who is going to buy all the shares. Might not hear anything until a trading update and that will be an interesting read hopefully not full of excuses!

1977 i know what you mean about wkw but what do you think about the repetitive b+ posting they have issue with.

I've seen it elsewhere and it hasn't ended well as if intented to allow someone to exit at best price possible before the wheels fall off. They usually appear in distressed shares with the sort of trouble cap-xx were in.

It looks like cap-xx have moved on and although not out of the woods have good partnerships in place that just need to deliver some results.

You're right about LSE but this usually is only occurring in certain shares that attract this kind of attention hopefully cap-xx will soon break away from this kind of attention and become a quality investment rather than the trash pile it has been lumped in with.

Looks like a small no news rise and 5m & 10m seller appears. Getting very suspicious and tedious of this.

The only way to break the cycle is when proper news arrives so that there is a sustained rise supported by investors. Hopefully all the traders will miss out.

Wkw you could be right having seen those type of repetitive posts on other shares or could just be gunuine enthusiasm.

If cap-xx deliver it won't make much difference as everyone will be b+ enthusiastic.

Iamald just need the right news and i think you'll be ok. When you think smt was first announced over 10yrs ago and in that time no one else has cracked it. If the new binder/smt is the solution it must be special and we won't know how big the market is.

Still concerned it appears to be delayed from earlier announcements but hopefully we get a positive update soon to release the shackles holding this back.

Can't be long for the patent process to complete so next few months could be pivotal.

Definitely as it should never have dropped from 0.4p when Schurter and Graham Cooley made their first substantial investments. So much progress has been made since then with some very strange sp movement. Schurter are now up to 4.99% which i still think to be so precisely under 5% is odd.