I am not sure I understand (or trust) chartism, as it seems to base predictions on past behaviour. Whilst I understand that many peoples investment behaviour is predictable i.e. based on tips, whims, trends etc. and sometimes therefore can behave in a more predictable way, this cant influence Technological advances, especially those which are catalysts for major change. This is particularly so when, (as seems to be the case now) many diverse technologies simultaneously converge on and are restricted by that one common need.
Therefore it follows that if a company develops a product that meets that particular need and is underpinned by the conditions required to bring it to market, I believe that company will grow and thrive. And its share price will also grow and thrive. Or as Shakespeare put it in Julius Caesar.
There is a tide in the affairs of men Which, taken at the flood, leads on to fortune;
On such a full sea are we now afloat; And we must take the current whence it serves.
The potential here seems very exciting with the number of enqiries that have seems to much to deal with.
The car and truck batteries will be the best orders to achieve as obviouslly they will be a much higher value each, however every order adds to to the pile.
Loads of order will be achieve in the next 12 months and set CPX on a profitable path with theie supercapacitrs being the things woth a big future.
From this morning's RNS it would appear that new orders and agreements could come from a various sources:
· New licensing deals are under negotiation and the Board expects at least some of these to successfully close in the current financial year and remains confident that CAP-XX will continue to drive further increases in royalty receipts
· Several additional large IoT design wins have already been secured and high-volume orders are expected in the current financial year
· Three new custom designed automotive systems delivered to customers for evaluation
· A full range of CAP-XX cylindrical cell supercapacitors was launched in the year. Market interest is high, with potential customers currently evaluating CAP-XX products for large volume applications ... "
The EBITDA loss of A$1.2 million could, therefore, be turned into profit for the current financial year even if only some of those opportunities turn into agreements. Also, if it hadn't been for the reduction in the revenue compared to the y/e June 2016 due to temporary manufacturing issues the loss would have been less than half.
Furthermore: "The Federal Government R&D tax rebate is expected to be approximately A$1,551,000 (2016: A$1,537,000) with funds expected to be received during October 2017. "
... so it sounds that this isn't just an allowance but cash that will be coming into the coffers.
Increase one's stake or liquidate some of the holding to take out bit of profit? That's the question and the answer will depend on the price.
CPX's supercapacitors after years of development and testing of a range of supercapacitors is now on the brink of multiple orders and volume like IQE.
Although the company is tiny compared with IQE the growth potential is much the same.
Time to do your homework and find out what it's all about and how big it could be.
By Eric DeRose, Field Applications Engineer, AVX Corporation
Right now, we are experiencing strong impacts from IoT and energy harvesting applications. Customers are requesting tighter specs in smaller packaging to reduce both their weight and physical footprint, which challenges manufacturers to satisfy these requests while continuing to prioritize reliability and cost-efficiency. Another exciting and upcoming innovation is the increasing inclusion of supercapacitors in designs. Supercapacitors are capable of energy harvesting, pulse power, power hold-up, and battery replacement, so we expect the market for supercapacitors to expand quickly and continue to multiply in support of advanced consumer and industrial products with appealing energy characteristics.
these same "customers" will be going to other manufacurers and asking the same questions...
these manufacturers will be saying sorry cant do as yet....just waiting for our licensing agreement with CAP-XX to be finalised!!.
Bobsson, I've been watching CAP X since April when colleagues tipped it, would be up nearly 100% since April, but this has multiple legs to go! Electric commercial vehicles may be the next focus IMO...
Just introduced this into my SIPP.. Bought in this morning at 14.895. GLA strong long term bet IMHO, and introduces good diversification against the oilies and miners a lot of us hold.... Will be adding more as she rises TN
Investors starting to appreciate that CPX is at the start of huge growth phase for the company where the years of development of their patented supercapacitors will pays off .
Most of their products are licenced out with annual licence fees and royalties so majority of increased sales will be pure profit
Great news today as company recieves first of a number of anticipated large value orders.
This company is at the beginning of its growth and in my view will grow and grow from here on.
They make patented supercacitors of all sizes that are used in electric vehicles,internet of things etc etc.Go to their website and all will be explained-gong to be big.
numerous very high volume applications across the globe."
First high-volume order for Thinline
Tue, 15th Aug 2017 07:00
RNS Number : 0057O
15 August 2017
Prior to publication, the information contained within this announcement was deemed by the Company to constitute inside information as stipulated under the Market Abuse Regulations (EU) No. 596/2014 ("MAR"). With the publication of this announcement, this information is now considered to be in the public domain.
15 August 2017
("CAP-XX" or the "Company")
First high-volume order for Thinline supercapacitors
CAP-XX, a world leader in supercapacitors, is pleased to announce that it has received its first large order for mass produced Thinline supercapacitors.
The order, received from a US customer, is the first high-volume order received by the Company for an 'Internet of Things' (IoT) wearable technology consumer device for the fitness and health markets and represents CAP-XX's single largest order for Thinline. The customer will distribute the product to large OEM manufacturers in addition to performing direct sales.
The initial US$0.4m order is for delivery of units commencing in late 2017 and continuing into early 2018. Mass production by the customer of its product is scheduled to commence in November 2017, with the first sales to consumers targeted for early 2018. The directors of CAP-XX anticipate securing a follow-on order for in excess of US$1.0m in the first half of 2018.
CAP-XX has numerous other parties evaluating the CAP-XX Thinline supercapacitors for a variety of IoT wearable technology applications and further design wins and high volume orders are expected in due course.
This reminds me of residents near the Crystal Palace transmitter who erected large aerials in their lofts to power lightbulbs (back in the day!).
I believe they were prosecuted by the BBC for causing signal blackouts in their shadow.
If every mobile phone used this technology could the RF signals be soaked up creating no reception zones?
Prototypes using supercapacitors starting to appear, great news!
Researchers have unveiled a prototype of a battery-free mobile phone, using technology they hope will eventually come to be integrated into mass-market products.
The phone works by harvesting tiny amounts of power from radio signals.
"Ambient RF waves are all around us so, as an example, your FM station broadcasts radio waves, your AM stations do that, your TV stations, your cellphone towers. They all are transmitting RF waves," team member Vamsi Talla told Reuters.
Wobecome, Just lots of chat and a lot of speculation about big contracts our licencees are about to sign with the big software/tech giants of the world. If such contracts did materialise CPX`s income would go through the roof. It could just be speculation but no smoke without fire. Perhaps only a few days to wait.
Is there news leaking out under the radar? There's been a steady rise in the SP over the last few weeks. Is it because someone knows something. I'm not complaining, it's making my portfolio look good. Just wondering.
Sometime last summer, I saw CPX's web site https://www.cap-xx.com/. It was obviously written by an engineer, someone who understood the company's products, was proud of them, and wanted to tell the world about them. I was impressed: there aren't many companies that appear to value engineers and the work they do.
But a few weeks ago, I had another look at the website, and found it had been rewritten, apparently by PR people who don't understand the technology and use the word "solutions" to hide their ignorance. This change of emphasis in the company, from engineers to PR, can only be bad for its long-term prospects.
Apologies for the length, but I don't think everyone will have access to the URL. Anyone know anything about this outfit?
20th June 2017 Andrew Lockley This new battery charges like lightning
Lets face it, your mobile phone battery is rubbish. If it lasts a day, youre lucky. Even if it does get you to bedtime, it probably wont be able to do that for long as with frequent charging, batteries quickly fade. Weve covered the problem before in Exponential Investor.
One way to deal with this issue is to ditch the lithium battery, altogether. By switching to an alternative technology supercapacitors performance can be revolutionised. Capacitors dont hold as much energy as a battery, but they can charge far more quickly. Thats great, for applications where access to electricity isnt a problem, but speed of charging is. Theres been one such example in the news just last week: Qualcomm announced that its experimenting with wireless charging for moving vehicles. This technology strategy could pair very well with capacitors fast-charging capability. You dont need very high range in an electric car, if it can frequently charge while you drive.
Today Ill be interviewing Simon Harris. Hes investment director of Oxford-based Zap&Go a technology firm working to optimise the supercapacitor, so it can ultimately replace the mobile phone battery.
AL: Simon, whats your big idea?
SH: We have a solution to a problem encountered by the entire current generation of rechargeable appliances, devices and vehicles: slow-charging speeds. Our product is a supercap (supercapacitor) which can give rise to a new generation of ultrafast-charging devices. Well brand this as powered by Zap&Go. By ultrafast we mean five minutes, or less, to charge.
AL: There are quite a few firms working on this. Whats your secret sauce?
SH: The conventional supercapacitor comes in a cylinder the size of a Coke can. Ours is housed in a flat pouch, slim enough to fit inside a mobile or cordless device. The secret sauce is a recipe of highly conductive carbon nanomaterials including a pinch of the wonder material graphene and a novel ionic electrolyte. This substance is non-flammable and stable at higher temperatures and voltages. This is crucial because with higher voltages we can get higher energy densities hence we can outperform the conventional type. Even at its current stage of development ours can capture and hold more energy than any supercapacitor of its size. Developments are in hand to double or triple its energy density.
Our approach is protected by a growing patent portfolio but the sauce recipe will remain a secret just like Cokes.
AL : How will you commercialise this technology?
SH: The market opportunities are numerous and vast. We have so far selected seven sectors all of which are hungry for better batteries. Any one of them could generate almost endless demand for our cells. We will license the cell manufacture to others. Thats the path taken by ARM, Wolfson Microelectronics, Cambridge Silicon Radio (CSR) or Dolby four great British companies, whose success was built on licensing.
We also have several large Chinese electronics manufacturers that are hungry to be our partners as China is where most rechargeable devices are made. We currently have several active Chinese investors, and two of our NED investors are technology figures in Silicon Valley.
AL: What stage is your technology at?
SH: Zap&Go is now at the capability stage, with several prototype demonstrators. In January we presented working products at the Consumer Electronics Show (CES) in Las Vegas. This included: a power bank phone charger that charges in five minutes; an electric scooter, with the charge time reduced from four hours to five minutes; and a cordless drill that recharges in just one minute.
AL: Whats your future road map?
SH: Our first cell is due to enter production in late 2017, to mee
hard drop this morning - as perhaps expected - picked up some shares for the rebound and can see there is some strong buying volume. spread tight which is encouraging though move back up may take a while, lets see.
Whilst this seems to be lining up a lot of potential and opportunities there are plenty of caveats in the news. Feels a little cautious still, with significant revenue drop not outweighed by improving new streams.
Cpx which makes supercapacitors-devices for fast storing electicity and the discharging the power at a fast rates now has patents and products for all markets including trucks and cars amongst many others, anywhere vehicle that uses a battery.
Having signed recent deals many others are in the pipeline including for truck manufacturers, ideal for them if they stop and start a lot or have rear taillifts or cranes on board.These are big deals where their supercapacitors are worth $500.00 a vehicle.
Share price has moved up along with their increasing business to date, however a number of large orders are expected where their products have been on trial for a time, these could easily multiply the turnover quite dramatically overnight and along with it the share price.
The company MD does not overpromise in any way and by the end of this year the share price could easily be double or more todays price and the company becoming a stand out success.
Woth looking into and buying now before the herd..
Old info but worth a read on market size that Cap -X is in-and its big.
Supercapacitor Market worth 2.18 Billion USD by 2022
According to the new report "Supercapacitor Market by Type (Double Layer, Pseudocapacitor, and Hybrid), Application (Laptop, Camera, Power Backup, Memory, UPS, Aircraft, Solid-State Disc Drives) Vertical, and Geography - Global Forecast to 2022", the supercapacitor market is estimated to be valued at USD 568.2 million in 2015 and is expected to reach USD 2,181.2 Million by 2022 at a CAGR of 20.7 % between 2016 and 2022. Factors such as high storage capabilities, need of power conservation, high performance supercapacitors for consumer and automotive applications, and additional capabilities such as moisture resistant, light weight and low equivalent series resistance are the key drivers for supercapacitor market.
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