Member Info for Vanilla

Looks like they sold about 15m shares yet the share price has seen quite a rise over recent months. We won't know the reasons for the disposal and they don't always appear good timing.....just google newlands investment in circassia to see that. Still not good to see when the expectation is of further rises but I guess they reinvest somewhere they believe spreads the risk and produces equal if not better gains which we'd all do if we had a crystal ball.

I'm happy with where CPX are going having been invested for a few years and gaining a better understanding of this market so will stay put. Of course there are always better performing shares out there but most of time you only find out after the event.

Good question JH I'd personally like the sp to reach 25 to 30p then very soon after a takeover between 50 & 60p before I get tempted to sell some so don't regret selling too early. Maybe wishful thinking but we shall see.

I think it's a bit more than that People.....ADR is alternative dispute resolution to seek an alternative to going through the court process so why this has been cancelled is mysterious.

If you scroll down the list of activities you will see that what was proposed for the 5th Jan was a teleconference to discuss ADR. Maybe an agreement has been reached or it has been decided to go the full process through the courts.

https://youtu.be/_zKyq1Mzb4w

Perpetuum using CPX supercapacitors for sensors in the rail industry. Whilst it's advertised on the CPX website I haven't seen any other marketing news about it so it may not be a large $ deal but definitely of interest.

It would be a pleasant surprise if this was the case and would explain the lack of communication as no way could AS rns a delay caused due to mutating virus and further work required to modify affimers to detect this new strain.

What a turn out that would be but I'd just be happy for a test to detect the original virus.

Thanks barry.....i think the jist of it is that documents will only be made available for review by lawyers and each party will not be able to contest that information as they won't be able to see it. I guess that's why they earn so much but the good thing is that if the same process was used in the ioxus case they obviously understand the patents to the extent that they made an award in CPX's favour. Hopefully this case will result in the same outcome if it gets that far.

I suppose the 3rd party could be the arbitrator receiving information to do with a settlement which must be kept confidential until an agreement is reached between the 2 parties. I don't really know but maybe someone can throw some light on it but at least it is progressing in some way.

https://www.lexology.com/library/detail.aspx?g=d7b13a48-bb97-4388-a554-9e6702a6ba07

Here is the link to the case unfortunately i can't read it again without registering however it did allow me to open it the first time so if anyone does open it best to screen shot or copy any of it you want to keep for reference.

I found some information on protective orders that were used in a IP infringement case in Japan which described their use. I don't know if technically it is the same here but it made some sense if it helps.

They are issued when secret information is provided to a 3rd party so that the 3rd party can review the information but must comply with the protective order and not disclose its contents.

Interestingly the document I read stated that information protected by patents does not need a protective order as the information is already protected by the patent.

It would seem that both sides are disclosing secret technical details to a 3rd party so that they can review its contects. The persons the protective order is issued to are the only persons who will be allowed to see the information. So if the maxwell protective order is not issued to CPX they will not be able to see its contents to determine if any infringement has occurred within those details and must rely on the 3rd party the order was issued to. This can cause difficulties in that if the 3rd party is the CPX lawyer they are restricted in what they can communicate to CPX.

The investor meeting presentation is worth a listen to regarding this question. Whilst there is no specific itemised timescale for each stage of progress there is a clear target of having a fully operational machine during 2021.

I understand the disappointment with all the previous false promises but things have moved on. It would be nice to have at least quarterly timelines but maybe they realise the damage caused by missing them so we'll have to make do with what has been provided and hopefully we get some interim updates on positive progress.

Did all my top ups on the way down from 18p to 2p so will be sitting out this roller coaster ride back up to 20p and fully expect MM games along the way but as long as we get the expected news everything will be fine.

It's quite an eye opener reading up on Skeleton, over €100m raised in investment, reported 2020 revenue €150m and rumours of a possible IPO.

Looking at Skeleton's rapid growth does bring some perspective. It seems CPX's value will come from the demand for prizmacam in the IoT space and the bonus of IP infringement cases. I still think the suggested 20p mark is very achievable with the new production line up and running, anything else is a bonus.

The CEO of Skeleton quoted the following below in one article which bodes well for CPX.

Madiberk says that he sees is a “big change” in the industry from four or five years ago. “Mainstream investors are finally starting to understand this sector. Now a lot of fintech investors are realising that cleantech is one of the biggest investment opportunities since the internet,” he is quoted as saying.

Someone mentioned on here recently ITM who I would think qualify for the green economy......they have a £2B market cap with just £3m revenue so whatever the expectation is over there it would be nice if some of it migrates over here. Even a fraction of that hype would be massive.

Correct Open......3% dilution which mathematically would mean your shares would be worth 3% less. Looking at my holding seems to be worth 100% more than a few weeks ago so I hope the dilution continues well into next year!

I'm in with a small stake.....larger holding in avct and patiently waiting for their test so that abdx can manufacture millions of them.....I hope!!!

Agreed Ken and success on those points will probably result in a reasonable increase in share price with the maxwell case being a bonus. So lots to look forward to i think even Open will have reason to be cautiously optimistic which is understandable having been here a while......just need those contracts confirming to support the rise in sp

There are some long term holders here that know exactly what difficulties this company has been through. As things start to come together and finally after all this time we may soon get the news about a fully working machine I would ignore any newcomers dragging up dirt. We are where we are and if this share starts rising rapidly because of soon to be announced good news don't be put off benefiting from deserved gains.

Tesla paid about £220m for Maxwell which would be about 47p a share for CPX so who knows but the current sp looks like it's got some way to go.

That's just tesla if you consider the total market for EV's and all the other applications it's no wonder enquiries for the new production line exceeds capacity. The more press coverage this gets from people like musk the better then we might get those crazy £Billion valuations like ITM if expectation is 10's of millions in royalties what a bonus that would be.