RE: RE: SMS18 Mar 2019 15:03
Thanks for the link Tony. To be clear re SMS
"Smart Metering Systems plc (AIM: SMS.L) ("SMS"), the integrated metering services company that connects (installs), owns, operates and maintains UK metering assets"
The Smets1 comms issue be been resolved so at some point these will work through DCC.
Can you confirm what the contract with Toshiba consists of?
"CyanConnode has a contract with Toshiba to provide software licenses and support fees for the SMETS2 Telefonica Communications Hub. The Toshiba contract was originally calculated to deliver £24m of revenue based on the assumption that 10% of SMETS2 meters would require a ‘not-spot’ solution. However, if the percentage of SMETS2 meter installations in ‘not-spots’ is greater than 10%, then CyanConnode’s revenue expectations from the Toshiba contract will increase on a pro-rata basis. CyanConnode expects the roll-out of SMETS2 meters to gain momentum in the fourth quarter of 2018"
How much revenue per licence? Dependent on the number of Not Spots this is relevant. I also travelled a great deal throughout the Uk the UK. I had a dual sim mobile and rarely had an issue..