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No problem, tonyj. I am glad you found it of interest.
LTI.
LTI, thanks for your Fri 11:36. Informative presentation esp the elongated time scale to pitch a tender. Makes sense of 9 months time delay Colour refers to. Some of these should soon be emerging from the other end of the tunnel.
DYOR
Hello Colour, I like others I investigate my holdings and buy and sell.
You are moaning lets face it. You are here to make a profit I presume so just get on with it.
Now as JC would say, that is an excellent question, are you here to make money.
On this a simple yes or no will do, don't flap around with UK etc .. Yes or No.
This will determine view of CC.
DYOR
It's not moaning tonyj, it's simply correcting much of the incorrect information put out here and the company in the past. Again, you appear to know about who holds what, a very strange little investor you are. Let's talk about your other holding, buying CWR at 1500 plus not long ago, how's that going?
May I suggest you give up Colour. Long terms know the pitfalls and where we are today. New viewers read what is anticipated and determine what is in it for them from now on. They are really not interested in your previous losses and anger. With your new holdings look forward to may be 30p or even 50p.
Give up moaning may be, what you say never, LOL.
DYOR
Selective reading also. You missed the bit about the UK contract LTI.
See what they have to say.
No problem CB,
You have been suffering from those symptoms for some years now.
LTI.
Selective memory and spasmodic hearing LTI.
I won't look further, nothing will remove the Blinkers on some. You could ask CC about UK contract though, see how their numbers are stacking up on that one.
Good morning CB and all.
I did not think I had heard the 25% - 30% mentioned in connection with module penetration by CyanConnode in India. But thank you for confirming it.
But I have heard the " 7.5% ish " figure mentioned before. This was the second video I viewed yesterday. It didn't mention your " 25% - 30% " but it did mention - " 250 million unit market in India - assuming only 20 million of this in our plans shows significant growth over the next five years."
20m of 250m = 8%.
Full Year Results for year ended 31st March, 2021 - 23:40 in - John Cronin presents this segment of the presentation:-
http://cyanconnode.com/presentations-and-videos/
So the 7.5% is not a reduction on the never quoted 25% - 30%.
LTI.
May not happen today but I feel 30p back on course considering all that is anticipated in pipeline and of course the possible £6m cash in hand.
DYOR
Yes Colour, I have looked at the first ten minutes when JC joking said I don't expect to win all India, a normal response otherwise you would have been all over it. However that was then, 5 years on we have had tremendous success with INDORE, we are embedded in the major manufacturers, we are well connected to Intellismart, so I think we will get a larger proportion of Indian market just on the 99.5% efficiency.
DYOR
Actually, tonyj, you need to watch it all . It answers many of your questions so you don't need to ask them all over again at a Q&A lol
DYOR
https://www.youtube.com/watch?v=axEI2d3kPJU&t=250s
Very first video viewed. To save you time, go from 12.30 mins. 67 million on first tranche rollout, to be won by CC, or someone else, but hopefully CC. I was wrong with 25-30%, JC's delusion went way above that not long ago. Don't thank me LTI, it's all part of the SLA : )
I think there will be a run of buying today, I consider it is at a bargain price.
All the activities in management especially India is setting CC for rapid expansion.
DYOR
No problem CB.
I can wait until tomorrow. But only, as you say, if you get the chance. I thought that it would be a readily available quote.
LTI.
Evening LTI. I will take a look tomorrow if I get a chance. Very much doubt I will find it in B&W as they are not that daft, but it will be somewhere in a presentation. JC has been saying it for too long for it not to be. You will know this already of course, but I will go through the motions for others that don't.
Good evening CB,
I have not heard the " 25-30% " reference before. Can you point me in the right direction to read it/look at it?
LTI.