Member Info for Inthetin

400,000 @ 4.99p mid-afternoon.

Hi LTI

Yes, but for these periodic SP rises to hold and be built on, the market can't be left to rely on research and comments supplied by CB, Vas and you. Ultimately, the company will need to provide the news regularly, if its to be taken seriously going forward.

All good fun though.

Hi CB

Thanks for sharing that.

Hi CB

It would be good to see some contracts awarded in India soon, if only to establish if Cyan are in the game or not.

Added a few more today - all set for the next leg up.

Hi tonyj

I'm expecting more than just info on current projects, I'm expecting Anil to update on his new orders soon, as per his 22/06/20 comment.

Hi tonyj

Of course, figures used were for example purposes only. Not much of a squeeze on this morning whatever, the opposite in fact.

Hi CB

That's the problem.

Deduct major shareholders and BoD and you're left with 130M shares and then deduct shareholders who are sat on unpalatable paper losses of 80% - 85% who won't sell and take the hit yet.

Now the market is left with about 10M - 20M shares to trade with.

If/when positive news comes, so does the squeeze.

If there are 35 or so staff in Cambridge and the BoD have not furloughed any of them, the figures for Q/E 30/06/2020 should be OK - 20,000 hours of necessary work needs to result in something positive.

If not, the BoD will need to explain to shareholders what has been going on.

Cheers CB.

Enjoy your weekend.

Hi JCEP

I think that the next bit of positive news will give us a leg up to a value of £12M or so (6.5p to 7p) - this month would be nice.

Why don't the BoD keep their heads down. The SP was doing OK until the market was reminded of who is in charge.

You could be right but I was surprised to see the £2M opportunity figure included in the presentation.

I'm not sure that they should be spending too much time chasing places like the Philippines, if they know that the opportunity is only £6M. If India is really taking off, that is where their total focus should be IMO.

Also, if the opportunity in Thailand is £2M(!) to £40M, this needs to be constantly considered carefully. Despite the obvious JST connection, they need to watch that they don't get bullied into giving Stamp preferential treatment, only for the real opportunity to go to JST and not Cyan. This relationship could easily end in tears. Are Cyan opening doors for Stamp, rather than the other way round?

Is there anything stopping the BoD from buying at the moment, if the £7.9M valuation is 'out of kilter'?

https://cyanconnode.com/about/careers/

Replacing a leaver I guess.

Hi CB

I didn't get the impression that JC held out much hope of the NIK (B'desh) contract actually coming to anything. It isn't formally dead but I think that he'd be more surprised than you or me if it suddenly sprang back into life.

To me, he seemed quietly confident of pulling off something in B'desh with other partner(s) though.

Hi JCEP

Any 'good' news should help lift the SP substantially. The only reason I can think of for JC wanting to do this presentation would be to consolidate the recent gain that the SP has made.

I'm glad to hear that you found it informative LTI.

Onwards and sideways.

Not sure what the point of that was.

Nothing to alarm holders but also nothing to excite non-holders either. Can't imagine many being tempted to take the plunge as a result of watching/listening (unless I missed something - quite possible).