Member Info for Inthetin

Hi tonyj
As we have discussed in the past, Cyan cannot sit on important news that might affect the share price. IMO, the 4th October will come and go without anything dramatic happening.
The figure that I am looking out for is Hardman's estimate of revenue for the full year ended 31/03/2023.
At the moment, 'market expectations' seem to be limited to Arden's and Hardman's opinions. We know that Arden are expecting £12M, a disappointing increase on the revenue for 2022, as far as I am concerned.
GL
ITT

It appears that our latest recruit (Yuvaraj) played a critical role in the implementation of the very same projects in Uttar Pradesh and Haryana:-

https://twitter.com/search?q=%23smartmetering

It's hard to follow what's going on here. Are these people being put in place because we are being taken over?

ITT

"EESL is extremely satisfied to have Vodafone Idea Limited as its AMI communications partner." (Arun Kumar Mishra, CEO, EESL).

Hi tonyj

To me, it appears that Vodaphone have got some traction in our (Cyan's) areas:-

https://www.livemint.com/companies/news/vi-business-deploys-16-7-lakh-smart-meters-for-eesl-in-up-haryana-discoms-11664185649564.html

ITT

Sorry, wrong link - it should have been this one:-

https://www.techcircle.in/2022/09/23/vodafone-idea-s-enterprise-arm-to-work-with-trilliant-to-build-iot-solutions-for-smart-grids/

ITT

Apparently, Vodaphone & Trilliant have teamed up in India:-

https://www.techcircle.in/2022/09/23/amazon-extends-four-hour-delivery-to-50-locations-in-india

Didn't we have something going on with Vodaphone a while back?

ITT

Hi tonyj

The stock market might be in a bit of a mess at the moment but that’s not what I’m talking about.

With the opportunities as they are (or appear to be) in India, it’s a shame that Arden are slashing forecasts.

I look forward to reading that Hardman & Co are holding the line.

ITT

Haven’t Arden slashed their 2023 revenue estimate by a third?

I’m pretty sure that (before the 2023 figures were deleted from their previous presentations), they were estimating £18m for 2023, not £12m.

ITT

Hi LTI
Thanks.
Cyan has 4.3 million devices either deployed or being deployed worldwide:-
https://www.enlit-asia.com/author/cyanconnode/
Tidy
ITT

From their AGM statement on 07/09/2022:-

"While there are indications that supply chains have started to stabilise, lead times continue to be extended and are expected to remain so for the rest of the financial year. As supply chains begin to normalise, the Group expects to see lead times reduce which will be similarly reflected in customers' order schedules."

I hope that Cyan's $2.1m order with Solid State is going to be delivered on time i.e. during the Y/E 31/03/2023.

Hi tonyj
Thanks for taking the time to look at RENT. Apparently, it's the way the clothing industry is going, so I'm hopeful long term.
GL
ITT

Hi jake

We've had energy 'weaponised', will it be chips next with China 'invading' Taiwan (makers of 70% of the world's chips apparently).
I hope that Truss and her Lightweight Brigade are giving it some thought. Plenty of room in Wales to build more chipmaking factories.

Re SP drop, there seems to be a lot of red about at the moment. I bought some 'RENT' (on Nasdaq) last night, after a nearly 40% drop. It hit $24 when it floated last November and I'm in at $3. Pretty confident that I will eventually make a few bob on that investment.

GL
ITT

https://www.bbc.co.uk/news/62873520

Hi Pedro90
Even though I might not always sound like I am, in fact, I'm really happy with the way thing are progressing (or at least appear to be).
I'm away next week, so will miss the AGM 'action' (no phones or computers allowed). Hope you're right re 'Mega Trading Update'.
GL to you too.
ITT

Hi jake, I hope we're not in for a bit of Aston Martin treatment.

Hi jakeandelwood
The total lack of interest in Cyan shares doesn't make sense.
There obviously is something wrong with the story but what is it? I'm happy to accept that I'm misunderstanding something - it won't be the first time that I'm wrong (nor the last). Someone must be able to point it out.
ITT

Hi tonyj
If the BoD have received an approach by someone who wants to buy the company, do they have to divulge such information to shareholders?
ITT

Hi CB
It sure is a funny one to try and make sense of.
50% lower than it was 10 months ago, even after a decent set of full year figures and the 1M order.
I added a few at 17.4p recently but beginning to wonder if I'm missing something really important.
Hope not.
Can't understand why the company is never covered by IC or Shares magazine. You'd have look back years to find anything.
Cheers
ITT (COYS)

I wonder what it's going to take for the SP to be nudged in the 'right' direction?

https://www.forbes.com/sites/forbestechcouncil/2022/09/06/why-energy-theft-is-preventing-global-decarbonization/?sh=68d575284ff4