Member Info for Inthetin

Hi LTI

We'll have to wait and see if Mr Bapodra and fellow investors can work their magic on the SP or will it continue to plummet. It is fair to call it a plummet, isn't it?

ITT

Hi LTI

Well, the market is either not understanding the information being fed to it by Milan or just not believing it.

ITT

That was a chunky sale (£18.5K) that went through earlier this morning, after Milan's interview was released.

Like me, perhaps they think that Milan popping up again comes across as a desperate attempt to prop up the fragile SP.

Did Milan actually say anything that wasn't known already?

I'm not sure that a few reassuring words from Milan is going to do the trick (i.e. stop the drifting down of the SP) but I guess we'll see.

I give up, you know how to find it.

www.***************************/cyanconnode-revenue-opportunity-of-many-hundreds-of-millions-analyst-interview/4121053968

Just released:-

www.***************************/cyanconnode-revenue-opportunity-of-many-hundreds-of-millions-analyst-interview/4121053968

I can't see anything about an Indian Ministry of Power announcement in March. All I can see is Hardman saying that all current and live bids have been put on hold until March 2022.

They also say that contract awards due (but not guaranteed) to come through during calendar 2022.

Have I missed something?

Hi LTI

Obviously, we'll just have to wait and see what Cyan gets. I guess it could also be a lot less than 7.5% of the 250M, unless JC is guaranteeing at least that amount.

Re the Trust that DJP is involved with, if, on a spike in the SP, it transfers any more out to beneficiaries, I'll read that as a signal to sell and will probably follow suit.

ITT

Hi jakeandelwood

Thanks. I'm pretty confident that Cyan will do OK eventually.

Been having a bit of fun across the pond, making up for the decline here (thankfully).

Cheers

ITT

Hi LTI

I know what he was trying to do. All I am saying is that I think he should leave predictions/guesswork to the likes of Arden & Hardman because that's all they are.

If DJP's Trust beneficiaries bailed at 28p'ish, don't you think that the sale of 3.2M shares was well timed? A bit 'lucky' that S Chari was around to take up the slack.

Regardless of the above, I'm still holding and will do so until we're eventually bought out.

ITT

Hi tony

Some of this drop in SP has been self-inflicted by our BoD.

1. JC did not have to publicly guess what share of the Indian market he thought CC might get. His guess implied that other companies might win 92.5% of the Indian market.

2. We'll never know if the beneficiaries of the Trust that DJP is an executor of have sold their 3.2 million shares in the region of 28p but I know what I believe. If they did, that £900K sale was well timed.

Not that impressed to be honest.

ITT

Arden are back to needing a 100% gain to hit their TP.

Predicted 15p back in December - nearly there.

Thanks LTI.

"The analysis produces an implied fair enterprise value of £88.4m and an implied fair equity value of £89.9m (equating to £0.41 per share)."

Hi CB

FYI, the cleaner has invoiced for 115 hours @ £8.91 for January.

ITT

To me, it smacks of a deliberate dampening of shareholders expectations/enthusiasm, for whatever reason that might be.

Dropping figures into the conversation like that smacks of trying to put investors off rather than encouraging them to join. I don't understand the logic.

Hi CB
7.5%?
The idea of a Cyan canopy has been put to bed once and for all.
Cheers
ITT

Hi tonyj

What do you make of the 7.5% to 15% Cyan share that JC referred to?

If Cyan is responsible for 10% (1M units) of Indian installations to date, that means that others have installed 9M. Who are the others?

ITT