Cyan could have their software and chips in up to 18M smartmeters over the next 5-6 yrs in India. They are in partnership with 80% of those tendering for 1.5M metres after a trial - which is expected to be upped to 4M units. Jigsaw research by a number on The Cyan Bd ( inc confusion 2 & sage) point to a number of factors which suggest that only those including Cyan's chips/software are likley to succeed in the tender. A stonking amount of finance for utility TNEB ( loss making / losing huge amnts of electricity by theft) seems to have been anounced ....as does billions of new power stn projects. In context it would seem stupid if TNEB did not award the orders. Cyan seems likley to be on the cusp of transformational orders ( which could lead to 100M smart metres in India in 5 years ...and oportunities in China Brazil ....) It could jump quite a bit on good news and could then be on an up trajectory. On the other hand - no announcement has been made by the company - which seems odd. Could be a spike. Me _ I hope not.
Be aware that a Big future needs a bigger Balance Sheet ( one half of which is finance not raised yet ) so its a lot more complicated than VOG Mel/Brdrs
Well Sageii I've got toothache and am having a molar out tomorrow. So incoherence MelGraph even steeper than usual. ( Never had toothache before)
Your Cyan encouragement brought me to £1100 paper profit in a week and then -£1000 after the dilution - Up nearly £1600 now. Have struggled to get head round it all and the financials are terrible ( cash burn) . Will probably halve my holding and head for Avanti if it isnt a spike. If the order is in the bag ( it aint clear) and it succeeds elswewhere. AVN's 3 year upward trajectory from £3 -£12+ surely must begin in the 2cnd half of 2013. Like VOG its BEST yr will be 2014/15.
Then very early retirement with the rest in 3 years? BUT if any are encouraged to go there, like VOG it needs balance Sheet bolstering. Thank you ! It will be pleasing to think you wont have to sleep in a cupboard much longer.
Next VOG. 2 years to 9p. ( unless the business plan has overestimated the Scufs which will actually be sold 28.8 mmscfs/d May 2015. ) mel/Brdrs
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