Member Info for jakeandelwood

For Those who understand project management docs. Long read but gives good insight, form Nov 2018
https://www.smartdcc.co.uk/media/3057/smets1-lc13-revised-plan.pdf

https://www.theyworkforyou.com/pbc/2017-19/Smart_Meters_Bill/02-0_2017-11-21d.25.4
This gives the real state of play. DYOR

Tony. Not exalting anyone just posting the link. Clearly you have not bothered to research the link any further than the end of your nose. Trilliant are not the only optional mesh network available, neither are CC. The difference is Trilliant clearly have real connections and therefore income from the UK. If you can't be ar5ed to read anything in detail , don't bother to dismiss it, they are still involved and working on solutions for the UK and getting orders elsewhere I the world with their solution so can't be that bad.

Unless they "Strike It Lucky"....What's a not spot , not,...........

As the link suggests Colour. They have delivered some decent projects in the past it seems.

Tony.
https://trilliant.com/trilliant-networks-hes-implementation-processing-100-million-reads-and-events-daily-in-the-united-kingdom/
They have also delivered a mesh network solution elsewhere. Just type "mesh" in the website search box to see the solution. Only my opinion and DYOR but they look a serious competitor to me.

Hi Tony. Colour has answered with what would have been my response. You keep leading others to believe it is officially CC getting the contract which is clearly not the case. I may well formally ask the question of CC just to convince you. I won't hold my breath for anything other than a holding response though.

Tony can you definitely confirm CC have the contract , signed and sealed please . You said it was inherited from the Connode deal. This is relevant.

Give it untill the next set of results. Aviva the supertanker has drifted aimlessly for years and won't change overnight.
I believe Maurice Tulloch knows what's required and is now in a position to deliver a long term strategic change. Let's wait and see.

Already have as a significant part of my portfolio. Sure these will push on now to well over £5 , results next stop ! DYOR though.

Agree Nuri. Maurice fits the bill. He know the business so can hit the ground running, probably has his own ideas which he could maybe not push through in his previous role. Here's hoping.

Hi Mr G, but it was mainly down to toxic lending.

The clue this time is in the H word Tony. Remember the banks were bailed out due to providing stupid high risk loans,think they've learned their lesson! Enough said.

Thanks Tony you've answered my question. Cash positive ONLY if they get in £560k a month from Omni and they have zero other running costs for everything else. Big assumption and I won't be holding my breath. Guess why bankers are minted??

Tony am I missing something here?
With Omnimesh complete costs expected to reduce to £560k/month by Jan19. (That's assuming no more R and D costs which there will be.)
That means just with Omni costs and no actual business running costs CC will need £6.72 m pa and still cannot be breaking even? Add to that directors /staff salaries etc etc.
If that is the case it's not a business model I recognise! Perhaps that's why the state price is where it is.seropous question, if you were a banker would you lend against this? The fact CC always go for the dilution option gives you a clue.

One way to save some money would be to stop paying for these awards. Tony you either have so few shares so as not to worry about the outcome here or so many you are drowning. Which one is it? Even people buying in here over the last 18 months must be underwater.

Hi Omerta. I was lucky enough to pick up AV and some other Blue Chips including LG during the financial crisis so have an average of around 2.30. for AV. They are a cash rich company so with the right CEO can easily go back over £5 in my view however DYOR. But of a gamble at the time but paid off.

But compare to its peers over the same period. Thats the true story......

He needs to speak to Tony lol

They may as well have employed Halle Berry lol