Member Info for Inthetin

*********************/companies/uk/cyanconnode-holdings-plc/research/zeus-capital/cyanconnode-cyan-ln-building-the-order-book/252cdeac-34b1-4142-956d-9e0ec5949de0

IntelliSmart won this contract for 6.7 million smart meters. I'm interested to know if this 600K order is Cyan's total share of the 6.7 million i.e. just 8.9%.

Hi jakeandelwood

Perhaps the seller knows who have won the balancing 90%+ of the contract and have invested their capital in them instead.

ITT

Https://www.londonstockexchange.com/news-article/CYAN/order-for-600-000-omnimesh-modules/15972188

Hi jakeandelwood

It would seem that something like that is going on.

If a seller & buyer have been matched up, I wish they'd just get on and stop making such a drawn out saga of it.

A bit of proper news from the horses mouth wouldn't go amiss.

GL

ITT

Yes, that's true but there's so much guessing that goes on here, why not add another guess to the mix.

I'd like to know what these hundreds of thousands of shares are doing changing hands without being reported in the usual way.

Hi jakeandelwood

Was it ever established properly whether or not the PG in question is in fact the PG from STAR Capital (https://www.star-capital.com/our-team/paul-gough.html).

If it is him, you wouldn't really put him in the 'stupid' category would you?

It would be nice to know the truth of it.

GL

ITT

If it is still PG selling, I wonder how many of the 10 million shares are still to go.

Another 450K shares dumped so far today, according to GF.

Hi tonyj

The sales totalled 1.1 million shares in the end.

Google Finance (GF) has been showing hundreds of thousands of sales going through over the last few weeks, which haven't been reported elsewhere (e.g. on LSE). My guess is that the GF info is correct and that the trades are PG related.

My second guess is that the selling is now over (or he's just taking a breather) and we might have a few days of blue, which would certainly make a pleasant change.

ITT

Https://www.londonstockexchange.com/stock/CYAN/cyanconnode-holdings-plc/company-page

Hi gizmo555

According to the chart I'm looking at, the SP on 18/05/2022 was 17.25p.

I make that a nearly 6% drop (now).

ITT

Hi LTI

When I'm looking at my investment's performance over the last 12 months, why would I need to refer to a 3-year chart taking me back to May 2020?

I know that I'm 10-bagging from back in May 2020 but that's history.

Over the last 12 months, we've gone backwards and continue to do so.

With a 3% SP decline, 12% dilution and a 10% inflation rate to consider, is Cyan a good place for anyone to leave their cash? Not sure.

ITT

Hi tonyj

I might leave a few quid in, just to give me the right to complain and call out the BS as and when it's put out.

ITT

Just saying.

People need to remind themselves periodically why they are here. I have an alternative investment in mind and may well finally buzz off quite soon.

ITT

Leaving my money in here is really costing me. The SP is more than 3% down on 12 months ago and my holding in the company was diluted by 12% in January to boot. Not a good year.

IMO, the next reliable news won't be until the Finals in August/September.

ITT

Hi jakeandelwood

It reminds me of one of my favourite business quotes, written by John Ruskin over 100 years ago (sorry if I've posted it befor):-

“It's unwise to pay too much, but it's worse to pay too little. When you pay too much, you lose a little money — that is all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do.”

ITT

Hi tonyj

It's BS put out there in an attempt to prop up the share price, along with the lovely photos from India and SOLI's recent non regulatory announcement.

If you haven't got the capacity to do what's required, you won't get the business (and why should you?). It's about risk and reward. Why should any potential customer wait for you to get your business up to speed and train 65+ new staff before starting their project. It's complete nonsense and you know it really.

ITT

Advertising jobs that don't/can't even exist?

If they are real jobs, what's the start date?

Who in their right mind would give a massive contract to a company that haven't got enough employees (i.e. capacity) to deliver it? Business-wise, it's completely the wrong way round. Nonsense IMO and I don't believe a word of it.

ITT