Member Info for Vanilla

No something doesn't add up. We think smt/binder is breakthrough cpx words. Lar's says stay tuned coming soon. High volume distributor just signed up presumably because there might be a high volume customer order. So inspite of all this I'll go and short 126m shares because I think it's going lower makes sense. If it's like cpx of old we know what is coming something not right yet until good news arrives you have to be concerned

So the 80m and 36m need to be bought back at a lower price. That doesn't sound good sp going lower it's low enough already. If the sp rises when they try and buy back they'll lose so they think it's going lower and will stay low to allow profitable buy back. Why aren't you bothered that doesn't sound good to me

We had 80m not long ago now this so something going on and well spotted P let's hope your opinions come good. These big sells do not inspire confidence the important stuff is going well.

Would you not have to buy shares that have been borrowed to short or am i missing how it works

Parkez your enthusiasm for smt/binder is spreading. Can't say I fully understand the binder but can see relow oven capability for supercapacitors being big. Lars made similar comments on it's progress to the comments he made about distributors and that rns turned up so watch this space stay tuned

At present the potential is there but the value isn't so it's difficult to see past these very low figures. If they secure a major contract or schurter bring in some huge customer or the smt is commercialised and really is breakthrough then the value of cpx will look different. Until one or all of these happen no one knows how it will react could go down

3p a share! 0.3 for a start will do

I see b+ has added smt to the list. Is it getting closer testing has been going on for sometime.

If they commercialise these patents what value would you give then parkez

M99 put those exact words into google and you will get a very informed answer

Cpx have issued rns updates on patents dec 23 & sept 24 and lars answered specific smt/patent questions saying he was very confident and coming soon. He also used similar language regarding the recent distribution deal so might be a good sign it is coming soon

Agreed cpx first tried to bring this to market over 10yrs ago claiming great things and it obviously failed in testing.

Parkez picked up on this binder patent which looks to be the the key to it now working hopefully.

Cpx claimed these patents were potentially breakthrough technology. It would be transformational and amazing if this come off. That rns would be the one that finally sorts out all this selling messing around and make b+ with all those top ups very wealthy

Hope you are on to something Parkez this would be a welcome surprise.

What did you think to lars answers about smt in the results presentation. I couldn't decide whether he was stuttering because there are issues or trying to protect the commercial sensitivity of how massive they know this could be. Although he collected himself and went on to say 'all is good will be ready soon and automatically becomes high volume'.

If they pull this off with schurter as a partner and avnet/arrow distribution they're set up to serve some big customers.

You also get the repeat posting of same bullet points. Just means the sp will bounce up and down on minor news until something breakthrough is announced that transforms the business we hope

Wkw i would take the 10m top up comments in the way they deserve. Seen plenty aim rubbish where they're always topping up must own half the company. Never a good sign but I'm hoping cpx delivers so that it can break away from the type of speculation punt gamble aim rubbish crowd

That's what i thought lars said the competition can't catch up because of the patent filing. Bit of a mystery thought it was too good to be true hopefully cpx is unique in some other way

Have a look at the kemet products smt suitable for reflow soldering.

https://www.mouser.co.uk/c/passive-components/capacitors/supercapacitors-ultracapacitors/?termination%20style=SMD%2FSMT

Parkez is it the binder that is special because there are existing smt supercapacitors that are suitable for reflow soldering. What is it that is so unique about the cpx version

Parkez i know you have been onto this for sometime with some insightful information and it would be amazing if true. Out of everything this is what could at last reward lth's. Probably wishful thinking but yes it would cause some sp action

Hopefully anyone wants cpx products. Those market report figures show cpx 2024 sales just 0.1% of total market 2.94b us dollars.

Just winning 1% would equate to about 50m aus dollars or about 10x current sales.

If I was lars I'd like to think with market leading technology i could win 1% of the market.

H2 figures better be good without news of a major contract

I don't think they'll be good enough possibly around AU$5m so come on lars show us the money

I'd assumed b+ reference to making $$ was as in making sales and not profit. Oh well 3p target now 0.3p

More seriously if they make profit towards end of this calendar year a rise towards 50m mcap must be possible