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Hello LTI, I agree with you on most occasions but i am thinking we have done this all before. Surely we are beyond secret squirrel. Genus are not secretive about their successes, nor HPL, nor Intellismart. We keep quiet and SP falls apart even though we have never been in a better position. Although a short time ago we had a dramatic 50% in share numbers prior to that on a 1m unit order book we had an SP of 26p to 30p, so what's going on. Our costs were £375k p.m. what are they now. There has got to be incentives to make the SP rise.
Hello tonyj,
As I have mentioned many times over the years, confidentiality has always played a big part in what CyanConnode and for that matter, any other Company, can give out in information generally and within an RNS.
Keep the competition guessing and be as specifically minimalistic with information as is possible, until the time is right.
Frustrating for investors, but neccessary in business.
The dots are beginning to reveal a very encouraging picture for the future, I personally feel. If you interpret them in the same way as I do.
Good Luck tonyj and all.
LTI.
Thanks for that LTI. I may be expecting a bit too much from CC Website. Perhaps JC could do a link from Website to 'whats it all about in India', not giving game away but highlighting just what all these changes to CCs position mean and all the work currently in progress. In Q&A JC gave unit numbers ahead from 1m to 20m, this is important information and should have been expanded so that new and old PIs got a more excited feeling. Those numbers were too big to brush over, if accurate then big ernings. Again bearing in mind this is mainly looked at by UK etc. This is AIM and risk is high, our risk is deminishing and this needs to be conveyed. DYOR
........ has posted the Ajoy Rajani interview with T&D Magazine, about " ........ @CyanConnode's significant contributions to India's smart metering rollout, the innovative Omnimesh platform & our commitment to advancing #RF technology."
http://x.com/CyanConnode_Ind/status/1808754200400060795
An interesting read.
Good Luck all.
LTI.
Good morning tonyj and you are welcome.
As you suggest tonyj, the CyanConnode website is a good place for any prospective investor ( or existing investors ), with Presentations and Videos, Press Releases, RNS's, Share-holder Information, Investors, Directors Talk Interviews, etc., that should be enough to get anyone's interest initially, if they are interested in investing in CyanConnode.
But the same goes for any Company, that potential investors want to get invested in.
There is a substantial amount of information on the CyanConnode website and additionally through different news outlets. Far more than there was a few years ago.
All in my opinion, of course.
Take care, tonyj.
LTI.
Morning LTI, a good report but it takes you and one or two others to find them. What we need is more visual reports on say CC website of happenings in India. We are on AIM with generally PIs browsing Exchange. We are not on India exchange so probably only viewed by western world, looking at RNS etc.
We feel its ready to take off but does the casual onlooker. DYOR.
Good afternoon all,
A question from Venugopal Pillai:-
" India's smart metering ambition will cover deployment in remote and difficult terrain. Given this, how do you see the growing relevance of CyanConnode's Omnimesh platform?"
Reply from Ajoy Rajani - Executive Vice Chairman and Managing Director of CyanConnode:-
" Given India's ambitious smart metering goals, which include reaching remote and challenging terrains, the significance of CyanConnode's Omnimesh Platform, is more pronounced than ever. Our Platform's innovative Long-Range RF solution is tailor-made for these scenario's, capable of overcoming geographical barriers and ensuring and ensuring reliable connectivity across varied landscapes, from urban centers to the most secluded rural and semi-urban areas. Our successful deployment in Shimla and the recent testing of our long-range RF solution, which complies with smart communication standards, underscores our commitment to addressing the unique challenges of India's of India's diverse terrain. CyanConnode is dedicated to advancing RF Technology and collaborating closely with utilities to fulfill the smart metering infrastructure needs across all regions, ensuring seamless implementations and operation."
A very good report, that answers a lot of questions.
LTI.
...... to advancing RF Technology:-
http://tndindia.com/cyanconnode-is-dedicated-to-advancing-rf-technology/
It would seem that CyanConnode seem to be selling themselves very well. In my opinion.
Thank you for the original heads-up, gizmo.
Good Luck, all.
LTI.
Hello gizmo, it's a pity that CC with all that is going on has not sold itself well. With 300m shares in circulation the majority are with long term holders. So the influence is with PIs on buy/sell and any onlookers, there is not a lot in circulation to be otherwise. So more PR is needed to keep SP, it will take off once these contracts are declared. DYOR.
Cyanconnode is dedicated to advancing R-F technology
Sorry, should read, I hope:-
http://recindia.nic.in/ami-test-demonstration
LTI.
..... last updated on 25th June, 2024, shows that DigiSmart Networks now offers both Cellular and RF solutions, in the " Type of Communication Technology " columns.
http://recindia.nic.in/ami-test-demonstation
Onwards and upwards.
Good Luck all.
LTI.
Good afternoon all.
The EESL contract in Bihar, which commenced deployment during January 2019, seems to have been reduced in Sanctioned smart meter numbers.
Overall Awarded smart meter numbers remains the same, with the June 2024 Achievement ( Smart meter installs, as of June 26th, 2024 ) reaching 581,466 and the total number of smart meter installations, as of 26th June, 2024, now standing at 12,407,585.
Good Luck all.
LTI.
.... was published on June 26th, 2024:-
http://nsgm.gov.in/en/sm-stats-all
Good Luck all.
LTI.
Thanks for that Vas. Looks like RF will feature in most areas, 25%+ should still be the minimum. CCs new capability as administrator and Cellular, if engaged, could have a dramatic effect on income. DYOR
Three specific regions of India discuss among other things their choice of communication i.e RF mesh or cellular etc.
https://powerline.net.in/2024/07/01/growing-uptake-industry-experts-discuss-the-outlook-for-smart-metering-in-india/
Good evening Vas and all,
An encouraging Zeus, " UK smallcap technology " report Vas, with some information already being known/in the public domain. But encouraging, non-the-less, with revenue growth expectation also looking good.
http://cyanconnode.com/investors/analyst-research/
Thank you for the original heads-up Vas, it was appreciated.
Good Luck Vas and all.
LTI.
Well Colour are you saying you are not a real investor, considering your time with us. JC in Q&A quoted up to 20m units but probably also included AMISP Neither I nor you know where this new venture will take us. Any sensible person with your views would be long gone but wait you have this total dislike for JC. We have covered this ground before; to repeat Cyan came out of semi conductors and into Smart
aiming at India who everybody said was a difficult market, however the one to crack as we know of 500m world market India needs 250m+ meters. I would suggest most of the predictions JC made were doable at that point in time but Indian Government changed its goalposts so many times that even the big boys could not keep up. An AIM Co would normally have folded but we and you are still here. AMISPs issue contracts so may be JCs 20m units are well within grasp, bit risky on these well written Q&As to say this if not correct. CC may just have a small fortune awaiting, it is good that this new funding system arrives as CC may possibly stop invoice discounting, every little helps.DYOR
Research-tree.com
https://*********************/research/zeus-capital/zeus-uk-smallcap-technology-sector-update-28-june-2024/7cd1c842-60b6-4448-8700-e1ade6026569
Firstly, a 10 million unit order puts you firmly in Cuckoo land. India are slowing up, the order size will do the same. The real reason for non SP reaction, to any order, is real investors have a time frame. CC cannot demonstrate if or when they can ever make money, above extortionate costs, to deliver a sound business base that works for any investor model. When the numbers come out, check HP and JC pay levels. You might work it out from there.
Colour why do you think an RNS for say 10m units in the next couple of weeks would not make a difference to our SP.
Gets announced between now and YE figure release will be largely pointless regards SP.
My estimate is if Gross Margin sits anything under 48% there is little chance CC will ever trade with a profitable balance.
I also noted the use of extremely, unique and for Cellular third party, very interesting. Sounds like we could tie up with the big Cellular groups. Would the saying ' in safe hands' now apply for Indian Government. They want something at a good price but also secure and reliable. CC has now efficiently endured all of India's tough terraine and come home on time. DYOR
...... also confirmed yesterday, that CyanConnode's subsidiary, DigiSmart Networks, has been officially certified to deploy Cellular Technology, as an AMISP.
http://x.com/CyanConnode_Ind/status/1806330045566239183
John Cronin commented:-
" This dual certification of RF and Cellular, enables us to offer versatile, scalable solutions, tailored to the diverse needs of the Indian landscape."
Another brick in the wall in the overall building of the CyanConnode Group.
Good Luck all.
LTI.