Member Info for jakeandelwood

Tony my 830 post was to make clear that ITT based upon the the maths and the RNS statement looked correct and not an "interpretation"
More importantly ' I think JC has already been tipped the wink" seems to suggest that JC has had insider info? Based upon the fact he has just invested that is not the type of thing you should be posting on a public board. All and any information that could affect the share price must be by the form of an RNS.

I don't in any way think it's an interpretation of the numbers LTI. CC either said it or didn't, they did ,in which case it is a reasonable assumption. Unless of course you believe the RNS to be inaccurate? Simple maths really.

Hi Tony. The whole issue demonstrates India,s incompetence in running a piece of project work. The full technical scope is agreed at the outset, the fact there was a requirement for such significant change, despite all the meetings, conferences ,workshops, forums etc etc that took place proved this. Unfortunately some of the companies will for India will be acceptable collateral damage. It costs an awaful lot of funding to produce a tender, I know because I have been there. I would be surprised if many companies that originally tendered decided to walk away. One absolute certainty is that cost will be the ultimate driver. That is of course assuming India decides what it actually wants.
Don't be surprised if there is further delays.
If CCs product is as good as they say my guess is any potential order will come from another part of the world first. If not there will be some very disappointed shareholders following a further raise. As I say I'm looking forward to the TU.

Tony. Refer to my 1727 post.

Tony. CC are not and will not be the only compliant solution, we already know that ,it has been proven so let's put that one to bed.
The award of contracts is going to come down to :
Risk and Financial stability of the provider.
Compliant bid.
Cost and payment terms.
Ability to provide ongoing support.
ROI for the purchaser.

That is how procurement works in the real world. Been there,done that .
Let's see who wins what.

Morning Tony.
For me from a personal position the only thing that matters is substantial orders. After all these years CC are still incapable of standing on their own two feet which is a massive risk for any new investors. The directors still get paid, get their options etc so there is very little risk for them. There is a real chance some may reach retirement before the fat lady breaks into song.
I still believe there could be value here, but I am in a distinctly different position to others.
Looking at CC my personal view is similar to Colours I'm afraid, niche and small numbers in ALL areas they are trading. I would hope being a niche product the profit margin will be high. My concern however is that JC may have given the tech away at minimal profit at the outset to get a foot in the door, it's then very difficult to get an uplift in profit.
Seeking out any value investment is not that difficult. Product,numbers,profit margin ,company running costs. CC running costs for me present by far the biggest risk. If the product solution is as good as suggested my gut feeling is one of CCs larger clients will open the petty cash tin and buy the company as opposed to partner with them. I would very much doubt it will be anywhere near the SP being thrown around on this board.
Apologies if this doesn't fit with the thoughts of some on here but I prefer to take what I perceive is a realist view, less chance of significant loss with a good chance of a decent profit. AIMO of course and only time will tell if call this one correctly, whatever, it is my last AIM share left over from from many years of investing.

Sorry Tony. I don't think you of all people can throw stones at anybody. I have yet to see you do anything other than pump CC without any real rationale to back any of your DYOR. Guess you got stung with all the excitement over the last few days?
Thanks for bringing it up but I'm very comfortable with my position/risk and have absolutely no need to take anything but a balanced view.

Talk is cheap......orders make a successful company. Think I will await any orders as opposed to the spin.

Can you smell it yet Tony. All a game. Just need to know how to play it. Cue the song....know when to hold em lol

You may well be nearer than me with your 14p ITT. Must admit I didn't think the retrace would be quite so quick. In my view this is not down to quick profit taking..... surprises coming ......buts let's see. No doubt the TU will make very interesting reading.

A sensible response ITT. I'm with you, not sure it will drop as far a 14p but won't go anywhere until a substantial order. I wouldn't be surprised if it's as far ahead as Q3. The trading update will be very interesting.

A better question would be ITT how did it move from 26p to 14p?? Lol

Oink oink. You could really see this coming with the subtle share price drop. Do the BOD ever buy on open market? That would be a vote of confidence.

I think LTI " another temporary bridge" would be more accurate, the next few months will of course tell. Clearly anyone's average share purchase price will determine how relaxed they are with the risk though.

Morning Tony. Only a sizable order in the vey near future will support this. JC has for the second time in recent weeks put his cards in the table with the rationale behind the placing, " The net proceeds wil be used to execute CyanConnode's growing order book and pipeline etc etc . " No substantial order and this is likely to tank, a sizable order could change things. Cue the song.....Know when to hold them..........
AIMO OF COURSE

"The net proceeds of the Fundraising will be used to further strengthen the Company's balance sheet, to increase working capital, to fund long lead time critical components and to execute CyanConnode's growing order book and pipeline."
Same old same old. If correct I would expect a sizeable order within 6 to 8 weeks . I did say something was not right the way this was walked down. Pity those buying in at high 20s.

Very interesting Pork. Now let's have an informed conversation around your rationale. Failing that back to your bedroom with your mags mummy shouldn't find lol

Wasn't March supposed to be the new "inflection point"? Must be expecting the big announcement In the few working days that are left then........or maybe I'm missing something?

BP. You only need to read some of his"forecasts" and rants over the last few months or more to realise it is a pr@t With a name like Porsche 1946 ,really ,lol.
I don't filter it as I find the posts hilarious at times. The rantings of a fool who has lost significant sums no doubt ,through sheer incompetence. The best part they believe their posts will affect the share price lol.

Tony I would take time to read the stock market rules. They are quite clear and should clear up any argument.