Member Info for Colourbounce

Given CC are about to take the world by storm, looks like Rajiv has lost the plot : )
I'm sure he'll be back in a few weeks.

Sadly not, he joined CC from Intellismart.

Looks like he has jumped ship. Now Head - AMI Business at Apraava Energy.

is now MD and CEO of CyanConnode India. Wonder where Rajiv has gone?

have a 10 Million SM tender, for Central and Western India, with a due date of Monday. Various other decent sized tenders show due dates of next Friday. It's time to start really seeing how serious India want to be here. If they hold the timelines bid win information should be available very soon. MM's will need to notify external Comms suppliers, if needed, very soon due to speeds of install now.

Why would anyone not expect orders before YE results are released? It has nothing to do with anything, and India are showing real signs of the long awaited. If it is going to happen for CC, now is exactly the time you should be expecting orders.

Did one of your special friends tell you a list was going to be published?

'Very few people are selling because like me they are all waiting'

This BB gets more amusing by the day : ))

Hold up, didn't you sell some last month?
If you are going to lie, you at least need a good memory.

doh.....DYOR

By far and away the Two biggest contracts the company have ever signed, ever likely to sign, and you are happy with no updates and just 'move on'. Says it all tonyj.
Even JC said he was talking to Bangladesh, mind you he also said he was to the President of Iran, you're not related to JC are you?

Plus an update on UK and Bangla........ oh hang on.

The only relevant news on anything will come from CC. Everything else is guess work because that's all we have to go on.

It's the product of someones over active imagination. I'm just trying to educate that if a takeover happens, the buyer doesn't open with offers of 2000% above the current MC.

'(NASDAQ: ITRI) and Silver Spring Networks, Inc. (NYSE: SSNI) today announced that they have signed a definitive agreement for Itron to acquire all outstanding shares of Silver Spring for $16.25 per share in cash. The transaction is valued at approximately $830 million, net of $118 million of Silver Spring's cash. This represents a premium of 25 percent to Silver Spring's closing share price on Sept. 15, 2017, the last trading day prior to the announcement of the transaction. The transaction has been unanimously approved by the boards of directors of both companies.'

This is how the real world works tonyj.

A typical buyout would be considered a very, VERY generous offer at 50% above current MC.

There is only one way to grow this SP and that is landing large, profitable orders, on a very regular basis. Just look at the recent positive newsflow this year alone, yet still investors can buy in below 15p. Finally, volume has started in India. Just one supplier is confirmed at 100,000 pm install run rate, there are probably more now. CC need to land large, and soon simply to prove the business model if nothing else.

JC and DJP are 67 and 64 respectively. To cash out here with an SP a margin beyond consolidation would be a target I would think. A low SP has been beneficial to now, I wouldn't rule out any action if it enhances their wealth in exit.

Afternoon ITT. I'm not convinced CC will be needed in anything like 20% of coverage in India, or anywhere else. They simply do not have the clout to even think about logistics in 50 million units. If lucky my estimate is 2-3% in India, 7-8 million units in all. Not sure how they got to 20% so far, but they clearly have. What we do know is volume has started and that CC % will decrease week on week now, unless a volume contract pitches up very soon.

'Typically, smart-meters rollout programmes, both in India and abroad, have been executed between 5-8 years while the project by BSES targets the installation of five million smart meters within just two-three years, they said.'

Around 140,000 per month. Wonder who can sort that?

Calm down tonyj, it is what it is.
I have always been interested in volume players in India, and DMOR to establish who I thought might be front runners. Trilliant, EDF and Wirepas were the 3 strongest I could see that were levelling aim at India for when the volume takes off. You ridiculed all 3, but now get angry when the first starts to fire. I hate to say it, but the other 2 have far more in the locker than EDF. By all means DYOR, please DYOR, but don't get mad when you are wrong again.