Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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There are a few articles like the one below that give a good idea of the direction that Silicon Labs and the Wi-Sun Mesh technology are looking to embrace across the world, and are using India as their showcase model.
"Abhijit Grewal, Senior Marketing Director Smart Cities at Silicon Labs, about the company’s work with the International Institute of Information Technology in Hyderabad, India, and the role of Wi-SUN mesh technology in supporting its Smart City Living Lab project.".....
"What is the next stage of the project?
Coinciding with the launch of our new FG28 dual band SoC, the Living Lab will begin adding low power (LFN) nodes alongside their existing streetlights that are utilizing our FG25 platform. The FG28 based nodes will showcase the simplicity of adding battery powered nodes to an existing Wi-SUN network. This would translate to adding devices like battery powered water, gas meters and environmental sensors to the backbone of a network formed by line powered electric meters. The addition of these types of devices will help drive more effective total resource management to smart cities.
How important is India in driving innovation in wireless solutions for smart cities?
India is a critical market in proving out the viability of the smart city in developing countries. The success of wireless technology in this emerging market will have worldwide impact as more emerging markets look to modernize their infrastructure and meet the growing demand for interconnected and intelligent devices in urban and municipal settings."
https://wi-sun.org/blog/smart-city-living-lab/
Hello gizmo, fine thanks, at 80 thats luck in itself. I think CC could do well with the existing system, tarted up occasionally. I think Utilities want a system thats works, accommodates IoT, runs at 99%, quick to install. I dont think they want anything flash that could be interfered with by cyber or AI. Basically I should think they want a locked-in system that counters outages and reports its own faults. Is CC the only one that can provide that?. Way out of my knowledge but anybody got obs. DYOR It is Saturday.
Good morning Vas, you are welcome. And glad you found it of interest.
And as you say Vas, it is always good to read about Partners such as Silicon Labs and their progress within the global smart meter market. In this case, India. But especially when that Partner specifically mentions CyanConnode, in what is a very comprehensive report.
Good Luck Vas and all.
LTI.
Excellent report LT. Thank you for posting it.
Always good to read about a partner such as Silicon Labs who are obviously excited about the future collaboration between the two company's products. GL Vas
Hi tony hope your well ....starlink laser .....Nvidia robotics ... 2029....Cyberdyne skynet .....we film our future .... 4 years ago how time fly's .. thinking turns closer to thought 🤣
Hello All, there not being much going on I was reading about centralised and non-centralised RF systems. Then I thought about the current anxiety of AI domination. If you have a system that apart from self healing is self determining you are opening the door to total loss of control. Does that sound a bit too futuristic. I dont think CC is.
Good morning all,
From the report, concerning CyanConnode:-
" CyanConnode, a global leader in the development of Narrowband RF mesh networks, incorporated our technology into its products, enabling high-quality solutions for India's smart metering needs. The technology boasts the ability to operate in both urban and rural settings with low data loss, across distances of up to 1.6 kilometers.
" With over a decade of experience in the Indian smart metering market, CyanConnode uses Wi-SUN in its technology solutions to facilitate transmission between smart meters and central system. This allows utilities to better manage their networks and gather real-time data on energy consumption. Thus, municipalities and utilities are better equipped to monitor energy usage in real time and improve network management.
"To augment its services, CyanConnode additionally employs Silicon Lab's FAN-certified Wi-SUN stack, which confers advantages like robust security, mesh networkig and effective routing capabilities, resulting in cost and time savings. Silicon Labs remains dedicated to supporting CyanConnode in the government's smart city vision of connecting 250 million homes with smart meters.
" As we continue to serve all our clients, we strive to provide scalable solutions that meet their evolving needs."
An important Partnership for both companies, I feel.
Good Luck all.
LTI.
...... on Silicon Labs developments, originally posted by inthetin, on ADVFN, yesterday evening. Wi-SUN, Wirepas and CyanConnode get a mention in Item 5.
http://bisinfotech.com/silicon-labs-empowering-indias-smart-metering-revolution/
An interesting read, overall.
LTI.
Looks like somebody has transferred in 150,000. Getting near year end.
Budget Speech 2024: Huge rollout of smart prepaid meters in store
https://www.thesouthafrican.com/news/budget-speech-huge-rollout-for-smart-prepaid-meters/
Apart from Thailand I think we are going to leave running of India and surrounds to CC (India). They are competent, definitely have the right contacts and persuasions and could well take a large proportion of the Indian and adjoining countries work. DYOR
this article discusses how ****stan and brazil etc are moving towards smart meters and smart infrastructures.
interesting quote under ****stan's future rollout
"advanced economies and even our neighboring countries are using pre-paid metering systems, providing valuable case studies for their implementation."
https://www.brecorder.com/news/40286935/building-advanced-metering-infrastructures
Is in the news at the moment.
Would be great to get a second chance here.
Today announcement has the State Minister for Power, Energy and Mineral Resources Nasrul Hamid stating
" 100 percent prepaid gas meters will be installed within the next four years" which would take us to 2027/ 8 , which is exactly ten years form Cyan's original contract start date. Must be a coincidence.
https://www.bssnews.net/news/174043
Good evening tonyj,
Understanding the way contracts should be negotiated and the confidentiality required within those negotiations between different companies, there was/is not a problem for me personally, in not knowing the full facts of the contract. Until all parties agree that the time is right.
The Thailand LOA, from JST, additionally gives us the number of Omnimesh CNIC Modules, along with some technical details. But no end customer and no overall value.
Through the CyanConnode LOA RNS, we are also informed that the deployment of the Omnimesh CNIC's will commence in the first quarter of FY25 - but no length of installation contract or details about any potential additional Support & Maintenance contracts.
But all is good, in my opinion. But we know that opinions differ.
Good Luck tonyj and all.
LTI.
Hi Tony. Anything meterial needs to be reported. The confidentiality clause is fairly standard in all contracts between parties and I've (yawn) managed, read and produced hundreds of them lol. All this confirms to me is that CC have not ( as yet hopefully) been made aware or awarded this particular piece of work. Once it is confirmed as a LOA they will report it. Have a good weekend everyone, hopefully some movement soon.
Thanks for that LTI. The problem in the past all previous confidenciality comments were not supported, this documentary evidence will stop theories. It is not CC choosing to stay shtoom but a legal requirement, changes everything. Incidentally re Thailand, were our previous contracts paid in full, up front. Rings a bell. DYOR
Good morning Vas, tonyj and all,
Thank you for providing the document Vas, that confirms the confidentiality aspect and also what we have been informed of by CyanConnode in the past.
I have raised in the past, the confidentiality of the information that CyanConnode are allowed to give out in RNS's and Presentations. Heather, I seem to remember, went to great lengths some time ago, to explain this particular point, about what information is released and when.
Our customers/clients have competion also, that they want to keep in the dark as long as possible.
The new order recently from JST for a customer in Thailand, is the most recent. JST are mentioned along with the number of Omnimesh Modules, with other pieces of information. But no value and no end customer are mentioned.
I have high-lighted the confidentiality aspect of CyanConnode's RNS's for some time, but there are those that use the lack of information from CyanConnode as a criticism of CyanConnode, rather than the proper business protocol that it really is.
Thanks again for the information Vas, it is much appreciated.
Good Luck all.
LTI.
I think that covers it Vas, it's not down to CC, next step of contracts eagerly awaited. Could well bounce into action April 24 quarter. CC has achieved much to get from 1m units to 5m order book, no negatives on fulfilling existing contracts that I am aware of. With amount of staff taken on CC must feel confident of getting a large total soon, so waiting for final hurdle, said before but different now. DYOR
Morning LT , ITT and All
Article 16 and 17 - covers the confidentiality expected between Utility, AMISP and Sub contractor.
And from my limited experience it reads to me like Cyan do not want to be the first to release any information about an award - and should wait until made public by utility / customer or AMISP.
https://www.nsgm.gov.in/sites/default/files/AMISP-Contract-January-2021.pdf
Genus & HPL started winning their contracts in July 2023, which is more than 6 months ago.
Therefore, the prediction that "the process could take up to six months" was wrong. No surprise there - it was never going to that straightforward.
What's the next guess going to be? 12 months? 18 months? 24 months before subbies get to hear?
If it was the company that included the "up to six months" prediction in one of its presentations, perhaps they should update the market with their latest thinking (for what it's worth).
GL
ITT
Good evening Vas and all,
That is correct Vas, about the lapse in time between Award and order to sub-contractors. It has been mentioned before, which I have repeated. The last time I posted about it, was on 12th February, 2024, at 14:15, from the Zeus report from the same day.
I won't repeat the whole paragraph, just the relevant part to support the point you are making.
From the Zeus report - part of the " Opportunities in India just starting " paragraph:-
" Whilst 198m RDSS-related meters ( 222m total ) have been sanctioned and 88m RDSS-related ( 108m total ) have been awarded, far fewer meters have named sub-suppliers and only the small numbers of meters above have been deployed. We expect the large numbers of sanctioned and awarded meters to soon filter down to sub-contractors, such as CyanConnode. There is typically a delay of a few months between the award of the contract to the prime bidder and the subsequent award to sub-contractors ................ "
I hope this helps.
LTI.
I think the big question on everyone minds is how long do we need to wait until the contracts start to filter down to the sub contractors...such as Cyan.
LT in October 23 i think posted that he had read in a Cyan presentation or similar a good twelve months earlier that the process could take up to six months depending on the number of subcontractors, and probably many other variables.
If this still stands as correct then March onwards should be the start of an increase in awards , as long as Cyan are successful as predicted and hoped then the RNS should be much a more common event .
The three year chart ( that did not have this 250 m meter near term opportunity) but confirms that in the past 10 p/ 11p was the low and turned out a good time to invest in Cyan.
The only difference today is we are now near the lows of 11p again yet we have the possibility of millions of meter awards in a relatively short period of time ...........which should push through the highs of the three year graph and set a new path for Cyan.
I still cant find any published evidence of awards going to competitors / other subcontractors in India .( which will happen) ..so looks to me like a news blackout until all awards are made.
Is that one of our involvements.
https://www.smart-energy.com/industry-sectors/smart-grid/dewa-reports-record-electricity-and-water-savings/?utm_source=SEI_NL_Fri_News&utm_medium=email&utm_campaign=SEI_NL_Fri_News_2024-01-26
Equipped with the latest Supervisory Control and Data Acquisition (SCADA) system powered by India’s first fully functional Advanced Distribution Management System (ADMS)
https://www.tndindia.com/adani-electricity-inaugurates-network-operations-centre-in-mumbai/
Well that's a memory slip for me LTI, it was Vas post 14:18 yesterday and the link referred to 700 by NT.