Member Info for Longterminvstor

Good afternoon gizmo and all,

In reply to your posts on Friday January 30th, at 11:39 and 12:11, I would think that Feeder Metering and DT Metering are within the overall CyanConnode/DigiSmart Goa smart meter contract. As I think you have indicated.

So the project is progressing, steadily. Progress should start to be made in the other areas, shortly.

Take care, gizmo.

LTI.

Good morning gizmo and all,

That is correct gizmo. But none of the 8,000+ Awarded DT Metering has been installed to date, for the CyanConnode/DigiSmart Goa smart meter project. But steady progress is being made, non-the-less.

Take care gizmo.

LTI.

A good read gizmo and thank you for sharing.

Good Luck,

LTI.

Good afternoon RedOne and all,

Yes thank you, I am aware of the IntelliSmart sale by EESL and the NIIF and who knows how long that will take. It may go swiftly, if an Indian company buys it, or it may take a little longer if an international company buys it. Or it may not make any difference at all, who buys it.

But the Schneider Electric purchase of L&T Electrical and Automation, took 2 years plus, from May 2018 to September 2020. From a CyanConnode RNS, dated 1st August, 2024, concerning the media speculation " ..... that IntelliSmart Private Limited ( IntelliSmart ), a key Partner and customer of the Company in India, is considering acquiring a significant stake in CyanConnode's Indian operation " - has been going on for nearly 18 months.

But CyanConnode do note that:-

" CyanConnode confirms that it is actively exploring various funding opportunities to further enhance its growth and operational capabilities. Among these options is the potential for a strategic investment into its subsidiary, CyanConnode Pvt Ltd. While discussions have been held with various parties, which as a matter of course, include its key Partners, these remain at an early stage and there is no certainty that definitive terms will be agreed, or as to timing of any such discussions being concluded."

Whether the potential sale of IntelliSmart by EESL and NIIF, will have a knock-on effect with the speculation " .....that IntelliSmart Infrastructure Private Limited ( IntelliSmart ), a key Partner and customer of the Company, is considering acquiring a significant stake in in CyanConnode's Indian operations " we have yet to find out.

But it does make for interesting times and until we hear anything different, I will be led by the 1st August, 2024 RNS, in relation to any IntelliSmart/CyanConnode discussions.

The EESL/NIIF/IntelliSmart discussions are a different package altogether, for different reasons.

Good Luck, RedOne55.

LTI.

Good afternoon tonyj and you are welcome.

CyanConnode did receive and order via IntelliSmart, during August 2023, for 500,000 Omnimesh modules for MGVCL. But as the installation phase of the project started during Q3 FY 2024, that particular installation phase may soon be completed.

Also, as far as IntelliSmart and CyanConnode are concerned, we have been informed that an Open Agreement has been agreed between the two Companies " ....... to deploy smart meters on a Pan India basis."

So it will be interesting to see how that arrangement develops, in the future.

Take care tonyj and Good Luck.

LTI.

...... about the successful installation of over 10 lakh smart meters for MGVCL, in Gujarat:-

https://x.com/Intelli_Smart/status/2016376688335323543

Good morning all,

The IntelliSmart and Partners smart meter project in Gujarat, seems to be progressing well. Well done to all involved.

Good Luck all.

LTI.

Good morning gizmo,

Thank you for the heads-up on the latest general infrastructure news from Goa and the economic effects it is having, it is appreciated:-

https://hindustantimes.com/india-news/goa-leading-in-service-delivery-reforms-innovation-governor-raju-on-rday-101769402406196.html

From the report:-

" Goa has emerged as a national leader in service delivery reforms and innovation " Raju said.

" Unprecedented investments have been made in infrastructure such as roads, bridges, water supply, sewerage systems, power networks, renewable energy, urban regeneration services and public institutions," the governor said.

Good Luck gizmo and all.

LTI.

Exactly right, RedOne55,

Which is why I put " The last loan ( So far ) ...... ", in my 18:51 post.

From the 20th May, 2025 RNS:-

" In addition, the Company is in discussions with various potential funders regarding project funding for specific projects, both won by and to be awarded to its Indian subsidiary, DigiSmart Networks Private Limited ( "DigiSmart"). Any such infrastructure project funding would be structured on a project level and remain separate from CyanConnode."

From the 21st July, 2025 RNS:-

" To drive efficiency and rapid delivery, the Company's Indian subsidiary, DigiSmart Networks Private Limited ("DigiSmart") and the Special Purpose Vehicle ("SPV") GreenMeter Goa Private Limited ("GreenMeter"), established to deliver the project, have appointed a specialist subcontractor, under an innovative arrangement whereby all project funding is sourced externally. This forward looking structure enables CyanConnode to accelerate execution, preserves its balance sheet and retain strategic control over project delivery."

From 7th November 2025 RNS from John Cronin:-

" This additional funding represents another important step in our strategy to secure substantial AMISP contracts, under India's RDSS programme. It enables us to participate in significant tender opportunities and demonstrates the confidence our Partners have in CyanConnode's technology, capability and long-term vision for smart, sustainable, energy management."

So there are 3 loans at the moment, from Smart Sustainability Solutions Limited and from what we have been told, CyanConnode are " ..... in discussions with various potential funders regarding project funding ...... ".

So there is still a far amount of work to be done, discussions to be had and projects to develop, it would seem, just from the information given in these three RNS's.

Good Luck all.

LTI.

My apologies.

I did not take into account the loan note for a further $7.5m received on the 21st July, 2025, in respect of the Goa contract now being Fully Funded. Just the three I mentioned.

So just to recap:-

The Growth Loan for £5m from Axia, received on 19th March, 2025, was repaid by the $7.5m Unsecured Convertible Loan Note, provided by Smart Sustainability Solutions Limited, that CyanConnode RNS'd on 20th May, 2025.

A further $7.5m loan, provided on 21st July, 2025, also provided by Smart Sustainability Solutions Limited, ( the one I missed ) was to Fully Fund the Goa Smart Meter project. It also confirms in the 21st July, 2025 RNS, that the original Axia loan from 19th March, 2025, was fully repaid from the proceeds of the 20th May, 2025 loan.

The last loan ( So far ) was provided on 7th November, 2025, for $5.25m to support AMISP tenders, also provided by Smart Sustainability Solutions Limited, to Support AMISP Tenders. So you would think that our Middle Eastern climate technology Partner, that has provided CyanConnode with these loans, would have done their Due Diligence on the Company and the future prospects that the CyanConnode Group have, to repay the loans.

Personally, I think that they have.

LTI.

Good afternoon all,

On 19th March, 2025, CyanConnode received a £5 million unsecured Growth Loan, from Axia Investments. One of the terms of the Loan was for an initial 3 month period, with an option to extend for another 3 months " .... under certain circumstances at the Company's discretion."

On 20th May, 2025, CyanConnode received a $7.5 million Unsecured Convertible Loan Note from a Middle Eastern climate company, Smart Sustainability Solutions Limited, to fund CyanConnode's working capital and importantly, to repay the short-term loan announced on 19th March, 2025. $7.5 million is approximately £5.5 million at todays exchange rate.

On 7th November, 2025, CyanConnode received a $5.25 million Convertible Loan Note, also from Smart Sustainability Solutions Limited, to support DigiSmart's AMISP tender bids. The RNS informs us that " The funds provided under the Loan Note, will be used to secure Earnest Money Deposits ( "EMDs") for AMISP tenders, on which DigiSmart intends to bid. EMDs are refundable deposits required when submitting bids under the RDSS, demonstrating a bidder's commitment to proceed with the project, if selected. The deposits are typically returned following the tender process, except where a bidder withdraws or fails to complete contractual formalities, after being awarded the contract."

So, as I read it, the first loan of £5m, from 19th March, 2025, was paid off by the second loan of $7.5m on 20th May, 2025. The third loan of $5.25m is being used to support CyanConnode's/DigiSmarts AMISP tenders and is reusable, because the deposits are returnable.

If you transfer all the loans mentioned to dollars, they come to approximately $19.5m ( at todays exchange rate ). But the first loan, has been repaid by the second loan, so should be deducted from the overall " loans " package, leaving just loans 2 and 3 on the books.

So, not sure where " ...... this $20M+ loan plus accrued interest ...... " comes from.

Good Luck all.

LTI.

It's good to have multibagger back, on ADVFN, even if it turns out to be briefly. So thank you for sharing.

LTI.

...... about a 10 lakh smart meter milestone reached in Assam:-

https://x.com/Intelli_Smart/status/2014963636197114131

From the report:-

" A heartfelt thank you, to the APDCL leadership, our valued Partners and Stakeholders, for their continued support and collaboration. This is just the beginning, as many more milestones lie ahead, as we work together, as we work together to advance smart metering and digital transformation, in Assam."

Thank you for the heads-up on IntelliSmart/Assam gizmo, it was appreciated. And it will be interesting to see how this Open Agreement with IntelliSmart develops, announced last year. It looks as though the original Framework Agreement may have run its course.

But according to IntelliSmart today, " This is just the beginning ......... ".

Good Luck all.

LTI.

Good afternoon gizmo and thank you for the information on Esyasoft and the World Economic Forum:-

https://utilities-me.com/news/wef-abu-dhabi-esyasoft-unicorn

From the report:-

" Abu Dhabi-based Esyasoft, surpassed a $1 billion valuation, highlighting the country's growing roll as a global hub for energy and advanced technology.

" Abu Dhabi -headquartered Esyasoft, a subsidiary of International Holding Company ( IHC ), has been recognised by the World Economic Forum ( WEF ), as the third company in the UAE to achieve unicorn status, surpassing a valuation of $1 billion."

An excellent report gizmo and thank you for sharing.

Good Luck all,

LTI.

........ for a quote to be incompletely repeated, with a little bit added, to alter the original context. So for clarity, this is what I posted originally, about when the potential Presentation will take place, during Q4 FY 2026:-

" As shareholders/general public/etc., do not know exactly when the Presentation will take place, during Q4 FY 2026, the rhetoric has started early. So my advice is to strap yourselves in, because it could be a long haul."

So potentially, another 8/9 weeks.

Good Luck all.

LTI.

...... for groups to form within bb's, that have an opinion on a Company, its Directors, or for that matter, individual posters. On this particular bb, it has been going on for some years. Personal comments are common, about Directors, employees and share-holders.

There is some evidence of this, in a post at 10:47 this morning.

But it hasn't stopped CyanConnode as a Group, progressing, over the years and developing into a global smart metering solutions Company. In my opinion.

So as I suggested a few days ago, as far as any negative rhetoric is concerned " ..... my advice is to strap yourselves in, because it could be a long haul "

Good Luck all,

LTI.

No problem tonyj,

But you ask if CyanConnode are involved. I do not know. It is potentially a different area that CyanConnode might want to get involved with at some time in the future, along with other areas for expansion, with CyanConnodes many Partners. You personally, used to be interested in these projects. But now you obviously, are not.

Apparently, Esyasoft are involved and that alone interests me. You and others, it apparently does not. But It also interested gizmo. If you and the rest of your bbb's are not interested, that also doesn't interest me.

You say you " ....... only want to know what affects CC ...... " In that case tonyj, my suggestion is only read the RNS pages, is my advice to you.

Take care tonyj.

LTI.

This particular EV charging project is taking place across various regions, across India and " ..... will begin in Bengaluru, followed by Delhi NCR, Mumbai, Pune, Hyderabad, Chennai, Kolkata and other major metros."

It is good to know that the electric infrastructure is already in place, for projects like this.

Good Luck all.

LTI.

Sorry, hopefully should read:-

https://smestreet.in/sectors/esyasoft-e-mobility-and-park-announce-strategic-partnership-to-deploy-10000-ev-chargers-across-india-10913767

LTI.

....... Strategic Partnership to Deploy 10,000 EV Chargers Across India:-

https://smestreet.in/sectors/esyasoft-e-mobility-and-park-announce-strategic-partnership-to-deploy-10000--ev-chargers-across-india-10913767

Good afternoon gizmo,

Thank you for the link for the Esyasoft/Park+ EV project, in various regions of India. It was appreciated. This is the only link that I can find, from December 2025. So I hope that this is it.

Good Luck gizmo.

LTI.

........ Accelerating India's Transition to Clean Power and Electricity Mobility:-

https://evtech.news/ev-reviews/telangana-power-conclave-2026-accelerating-indias-transition-to-clean-power-and-electric-mobility.html

https://tgsouthernpower.org

Good afternoon all,

It is good to see that the CyanConnode Group seem to be following closely the companies/utilities that are transitioning through to this developing technology.

Very interesting.

Good Luck all.

LTI.