Member Info for jakeandelwood

"prelude"

Incidentally ITT what do you make of the early 5% drop this morning? Engineered or the preclude to the TU?

Morning ITT. I have to agree, fortunately my average is way below that figure so not to phased. One of my concerns is the ongoing cost of R and D, I know some may think it's all done but it never is. Any product that's going to be an ongoing success has to be agile from a design perspective. Of course with that comes cost. I do believe at some point there will be a further cash call and no doubt some dilution. I have based my investment choices on that scenario, if it happens I should be well covered, if it doesn't I will be well chuffed, Win win.

Tony it was reference your 2122........just answer the questions ,they are quite simple.

Tony , "making things up" very rich for the fantasy clown ,I will give in and respond just this this once with 2 questions. Facts only please and evidenced ,none of your usual unsubstantiated waffle or fantasy.
1) what have I made up?
2) p!ease lay out your calculations in full of your £4 per share statement.
Simple questions that even you should be able to understand and answer , remember I don't want any irrelevant waffle as you must have the relevant information to hand,they are your thoughts after all.

Good point ITT. Not sure the BOD will care or bother to explain it away though. As we have seen many times in the past they will make us all dizzy with the spin. No wonder JC looks bamboozled at times during the presentations :))

And compliant with Trading Rules of course

Come on Colour fill your boots . JC is holding information back and it's going to be 400p :))))) I wish ,I wish I really do, if this reaches 400p anytime soon with no consolidation I will happily worship at Tony's feet..

Sadly the market thinks otherwise.

I think the word we are looking for is"convenience"

Remember the SLA process has a 180 day window

Personally I'm not reading anything into the RNS re the empanelment process. The order has a contractural background and the technicals would I am assuming have been agreed at that stage. Of course any required upgrades might be requested at a later date, at a cost of course. One could I think agree though that CC would have been at least somewhere close to the required standard.

Order is a bit of good news I agree.
Having said that do we really need blow by blow, line by line account of the RNS? its embarrassing. For those that are unaware, and there is a red dot by the "live RNS" symbol at the top of the page,just click that. Anyone needing a line by line breakdown shouldn't really be investing.

As if by magic Colour. https://www.smartdcc.co.uk/our-smart-network/current-programmes/smets1-enrolment-and-adoption/
I did suggest years back it would be software driven but was knocked back by some.

Morning Colour. Yes I suddenly stopped getting the emails asking for my readings. As with all the system I have ever been involved in ,proving the Front End hardware suppliers are given the relevant coding info they can sort it via software.
Central monitoring stations for security systems now monitor many different manufacturers on site kit via a HES in the monitoring station ,it's not new and has been done for years.

Morning ITT. Looks a lot of Chinese companies on the list. Regards your second post it was interesting in that it suggested Smart Meters were advantageous to monitor your consumption. I can believe this for vast corporates but domestic use? I don't even use the little box to check how much I save if my wife doesn't bother turns off the kitchen lights during the day lol. The only benefit I get is I don't need to send a monthly reading.
Incidentally I have a first generation meter and my supplier now have the software to read it apparently. I initially called after about 4 months of providing readings and was told the software was being sorted to allow Gen 1 meters to be monitored,low and behold it's now sorted and my last 4 readings for both gas and electricity are being carried out automatically.

Well done ITT. Like you believe in steady as she goes and balanced portfolio. All of my portfolio is covered within the ISA wrapper so again tax free. Time to treat yourself me thinks lol.

Morning ITT. Looks like my original Q3 Q4 2022 empanelment outcome looks about right then. Still think any potential significant income for the successful bidders could still be a further 12 months though

Anyone remember these?
https://en.m.wikipedia.org/wiki/Ionica_(company)

You also have to ask yourself, how old are the senior staff here and how long they wish to continue prior to retirement. That to me was one of the primary questions that formed part of my risk profile here years ago.

I agree ITT. I'm not confident it will be as high as 14p through. Based on what they've been trying to promote in the last few months it will be "funds to deliver the pipeline orders"
For those who have invested in recent times based upon the spin, they must now be realising this is and has been a lifestyle company for the benefit of the directors.
For those that are in a position to wait it out and see the outcome,good or bad are the lucky ones. In my view there can only be one reasy for the lack of any update if history is anything to go by.