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Good evening tonyj and all,
Over the last few days, since the CyanConnode Trading Update, on 16th April, 2024 and the latest Zeus report also on 16th April, 2024, investors have been steadily buying into the positive potential for CyanConnode, contained in both reports.
There could also be the possibility that some investors are buying into the chance that any Placing could be at a premium as there has been some positive buying so far this week, which is yet to have a positive impact on the share-price.
Time will tell tonyj.
Take care and Good Luck.
LTI.
Hi tonyj
Thanks for your thoughts.
What's with the disconnect between the SP and the story then? Do you think that CB is correct and that the market is not giving JC the benefit of doubt, thinking that Cyan's gross margin has been further eroded to achieve the claimed revenue growth or is it something else?
I am concerned that the SP is so low but I'm still hoping for a decent outcome. To be honest, I wish I'd got out a while ago and let you lot get on with it.
Heigh-ho.
GL
ITT
I’m betting on an M&A from an Indian consortium, observing the huge order book in their own Country & looking to grow Cyan’s footprint in India much further & Globally.
Correction to 15:51.
Or may be the former would have eyes on doing both.
ITT, its a funny situation, I have said before I wonder if an Indian industry consortium would wade in, that would guarantee them supply and maintenance for next 10 years or an ROW company who would go for expansion. Or may be the be would have eyes on doing both. I do not think with longterm Funds and PI's there would be interest below 100p and probably much higher than that. Don't forget opportunity capital has been sunk in here for a long time.
Well jake, I am OK, picking up at 2p and more recently up/down. You are right I didn't read all of it.
There is nothing much to know about AIM. You go into it for the risk. Most fall by the wayside.
Hi tonyj
When you say "something big afoot", what do you think that might that look like?
GL
ITT
You mean tow the party line and don't post anything you don't agree with Tony. It was simply a piece to read in full, which clearly you, as usual didn't bother to do, just looked at the headline.
Incidentally after all the recent shenanigans I am extremely cheerful thanks. How about you?
Empty, I certainly hope there is not a takeover but CC must look atractive from inside and outside of the industry. DYOR
Well jake, we all know AIM is a risk, what we do not need is somebody making it obvious. CC makes a surprisingly bold update after all the knocking from the anti's of last weeks. Yet still you will not ride with it and start again with all the doubts. We will shortly know our fate so be cheerful. Changing to such a lead broker says to me that there is something big afoot. Otherwise why do it. DYOR
Morning Tony.
"Morning jake, we all know what AIM is about, you are stating the obvious, I wonder why"
WTF does that mean? I posted it as something worth a read, then again of course there are some big words contained within the piece so some may struggle. DYOR :))))
Interesting that Panmure have put their hands up for the business. I suspect this suggests a significant corporate deal is in the offing - why else make such a big upgrade to the adviser roster?
Perhaps a spot of M&A, given the imminence of a probable Modi victory in the Indian elections?
Morning jake, we all know what AIM is about, you are stating the obvious, I wonder why.
LTI, I agree when expanding you need investment, but, a big but, why always go back to the chosen few, offer it out and let them sell off any unwanted. Better still do normal practice and take a loan, I am sure the likes of Genus would give a loan to keep their continuity fluid. Many of us have have averaged but what about those who have not. Theirs was an honest investment, including Funds why should their shares be made worthless whilst the BOD & co gain. I go along with most that JC says but not on finance, when we came down to 150m shares we were making a loss, now 300m we have doubled that. However some amongst us have gained dramatically and will continue to do so as we burst into the big time. DYOR
An old article but worth a read.....
https://www.investorschronicle.co.uk/shares/2019/12/13/avoid-aim-s-traps/
Lansdown genus ...took over crux cyanconnode .....how are contracts India awarded .....genus share price . ... Would it not make sense to invest in stage 1 first ..
Morning ITT.
I agree somethings afoot. I do however think the walkdown of the shareprice, the large seller a while back after bigging up the company, the new orders RNS, the update release, all fit the usual MO.
This is one share I've found reasonably easy to risk manage just by following the usual trend,I'm hoping the company doesn't shaft long term holders.
Perhaps allowing them to take shares at the same sort of opportunity / discount to take part as the institutional shareholders based on their current shareholding would go down well....and.... back In the room. :))
Hi jakeandelwood
I think that there's a chance that market is going to be caught out with this one. A fundraise seems too obvious and dull at this moment in time to me.
I'm expecting what's coming to be more complicated than that. Not sure what 'that' is though.
GL
ITT
Good morning all,
As I have commented on before, a Placing for expansion, is far better than a Placing for survival. CyanConnode are in a different position now-days. The out-look is different and the potential of the Company, is far greater.
This proposed new entity in the United Arab Emirates, could open up many different avenues of business, for CyanConnode, with existing and new Partners.
Enjoy the journey and Good Luck all.
LTI.
Remember, BoD hold a lot of stock.
Also consider M&A.
Cyan is growing very rapidly & will attract attention for a buyout, especially at this price.
Another form of insider trading.
"appointment of joint broker"
For me this points to one thing....... a large placing, question is at what price. Would explain why the SP has been dropping.
Good evening Vas,
I agree. It always pays to have a plan B, where/when possible. And the attendee's seem to be making the most of their opportunities, with being able to " .... schedule online or face-face-meetings .... " at short notice.
Alfanar and EDMI are also Partners of CyanConnode and are/were exhibiting at the event. But Genus Innovation Ltd are, I would think, part of the larger Genus Group. But no doubt, hopefully, they will exchange e/mails when the event is done.
Good Luck Vas and all.
LTI.
I also read that Genus, very shortly after the announcement was made opened up a hotel , inviting guests to come and speak to them there.
Always have a contingency plan in your back pocket, i guess. GL Vas
...... event seems to be soldiering on:-
http://twitter.com/meenergydubai/status/1780611241267892638
Good Luck all.
LTI.