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Way back in Jan 19 year end results CC said "In Q4, CyanConnode’s local manufacturing partner increased module production to 32,000 units per month. Indian utilities continue to issue large ‘Requests for Proposals’ and in December the Indian Government announced that it had mandated the use of smart prepaid electricity meters.
Well, Someone's paying for over 300,000 plus modules produced to date ...plus the scaling up of production that was also promised in a further paragraph.
But not all contracts, Colour, equally although CC would not want to get left with unused stock the times have moved on from expensive old gear. 2 may be 3 years ago I seem to remember JC saying he would like to give the gear away, it only costing pennies.
' The reason we now feel we won’t meet market expectation is that we would need to be ordering in large volumes of components to manufacture goods, and don’t feel it is the right thing to do until orders are in our hands '
India runs on the "Ish" clock and due to appalling electrical infrastructure they are likely reading the tenders by candlelight. The problem with government facilities is that they are the first to have their electrical supply hacked. The local villages are lit up like Blackpool though. . You need patience. Lot's of patience.
Sorry Pedro, didn't understand a word of that, it was like a continuation of the Corbyn hour just now lol. Read my previous, they are not my words but from CC. Costs, if and when orders ever land, are very real and CC have to fund them. This isn't a free ride, you need deep pockets, and right now CC are giving a rather good Elephant impression : ))
CB.............Your post 0938 today. CC do NOT fund/finance any Contracts; all Orders are sent direct to the meter manufacturers ( who first check for 'Validity', and if accepted, place it for further processing before acknowledging receipt). Also, CC have no ' Losses', and all 'Costs' have been covered by Investors (with deep pockets), shareholders, and revenues received so far. CC's most valuable 'Asset' is its Hybrid Solution which offers next generation IOT Technology which will provide 'Best Practice' Smart Grid Management for the ailing Indian Utilities, at minimal TOC over the next 10-15 years ! It's what MOP asked for, is currently being evaluated, and ready for deployment NOW. ' Is the Game over ' you ask. No - it hasn't started yet !!! P
Ha,Ha, Colour.. By the way welcome back. I think we can safely say that JC considers these contracts have reached the point where they just need signing. The end product in this industry is the wet ink. Just keep waiting.
Hello BST, longer than that I fear. Without rubbing it in didn't you have a big investment which you told everybody about and wasn't you praising Cyan to high heaven. May be that wasn't you. Colour on the contrary I ask many questions and get some good answers, may be that is because I am not constantly criticising. I don't pull my punches though. Finally like Greengrass, but without saying too much, I do duck and dive with CC, so not down as much as I could be.
I take it you are uncomfortable asking direct questions tonyj. Attending sooo many meetings, seeing the live demos in Cambs, investor nights with biscuits, do you never think a question would save you a lot of time and effort. And when you get a reply, you could post something here based on fact for once, not la la land.
You've been spouting the same sort of drivel consistently over the last 2, or is it 3? years now tony. And you've been consistently wrong. What percentage are you down now btw? And what is your stop loss, lol?
NB Just like Cyan, you'll get nothing from the 11th Nov meeting.
Well I think you have got that wrong ITT, a value is a value, As we all know it is a waiting game, a bit long in the tooth, hopefully we will get a feed from 11 Nov meeting. If I were JC, which thank goodness I am not, I would restate any income, which again should be steadily rising, as proof that the leasing system works. I think we will hear something from 11th soon.
Nominal value is the price that new issue shares can be issued at. If the SP goes below 2p CYAN could not issue any new shares at a discount to that NV. That's all it means and has nothing to do with co performance.
You might want to check that. Ask CC. He said it back early September, over 2 months ago and it was based on significant orders landing before end of October. They would have been front loaded on finance, they have not happened as we know, and this will have a massive impact on the YE balance. Nothing will look like predictions. Ask CC, post back with the reply.
Colour, I know you do not trust JC word but only a few weeks back he did say that there is enough cash for works, whether that is existing assets or loans I do not know. What I am looking presently at this new connection to EESL, are we of value to them, either specialised or generally. They are now going for the latest smart gear and fast. We will soon see.
Why would JC update ?? As inability to generate income from existing contracts continues, I take it you realise that if new contracts land CC will not have funds to finance them? Until money flows from the top, it's probably a blessing they can't win further orders anyway. Hey, it might be the very reason orders are not being placed, or even accepted. Boris did forecast this scenario last year.