Member Info for Inthetin

The shares are worth 7p max. That's about what those in the know are prepared to pay.

When have Z every been right?

Honestly, I'd love to know where else on this planet JC could earn £30K per month and HP could earn £20K per month. The remuneration committee must be half-soaked.

I give up.

The only opinion that matters is the market's and we can see for ourselves what it thinks.

Can't you feel it tonyj?

They've obviously blown the big India 'opportunity' with Genus & IntelliSmart and are now distracting with MENA & Thailand talk.

Who needs India? MENA & Thailand is where all the 'action' is.

Perhaps India never forgave JC for the greedy 95% GP comment.

Anyone piling in on the strength of these?

I didn't think to - effing hopeless.

Skint again soon.

Hi tonyj

The market knows every bit of information that's out there the moment that it lands.

Genus has won a huge amount of work over the last few months. If the market believed that there was even the slightest chance that Cyan was going to benefit from any of these orders, the SP would have been marked up, not caned.

I'd put the chances of Cyan picking up Genus work at zero. Happy to be proved wrong though.

"I think JC will now want to make a statement relating to CC's position regarding 'Inhouse' position with Genus."

He can't if there is no such position.

My guess is that the Cyan - Genus relationship is as dead as a dodo. The market appears to think so too, which is why the SP has been caned.

Never quite positive enough to buy any shares on the open market though.

Isn't the framework agreement for 3 million, not 5?

The recent placing took place on 08/11/2023.

A few days later IntelliSmart selects Trilliant as its software partner for head-end system implementations across India.

I wonder if Mr Tremendously Upbeat About Cyan (Mr Miton) is still as tremendously upbeat about Cyan?

Little wonder that we are getting nowhere fast. Not only do we have virtually no cash, our main customer is strapped too.

I can't believe it. Why hasn't this been sorted out before now?

One of CyanConnode’s Indian partners has announced a major funding initiative to fund the roll out of smart meters across the country. We see this as helping to de-risk the opportunity with this important customer, which now has 1.7m Omnimesh Modules on order with CyanConnode.

CC should bin all this social media BS - it's passe.

Whoever does it for CC, get them to do something more productive.

Hi CB

Zeus 'believe' that CC will trade in profit at some point.

Projecting a £4M profit in FY25 - perhaps they're meaning 3025 not 2025.

O/T - Going tonight? Could do with the 3 pts. (COYS)

I wonder if this is what we can expect i.e. being taken over at a price less than our previous high.

https://www.oxfordmail.co.uk/news/national/23974363.private-equity-giant-kkr-snap-smart-metering-systems-1-3bn-deal/

Hi tonyj

IMO, the SP will never be allowed to get up a head of steam. The company will always be torpedoed by its own major shareholders who can drop millions of shares into the market to satisfy any demand that might be there.

As interest in the company inevitably wanes, the same lot get 'invited' to buy an even bigger slice for less. It's pretty low stuff.

At what SP might the 15p warrants actually become attractive? The 'loyal' Cyan backers would want a substantial safety net before parting with their £4M.

I doubt that the warrants will actually get exercised. IMO, it's a red herring.

Since the 28p consolidation in 2017, there appear to have been about 5 placings.

The average price of those 5 placings is 11p. Anyone looking at the chart over the last 6 years will be able to see that the average SP appears to be about 50% more than 11p.

Funny how BoD family members manage to time their exit perfectly at 28.3p yet the BoD can never get the timing right when it comes to raising cash for the company. Really strange that.

Some real business occupiers too.

Bigger or smaller?