Member Info for Longterminvstor

Good morning all,

I was just about to post the report from Tribune India, which was easier to read. So thank you, mcgoof.

It would seem that HPSEBL are not happy with the tender applications as " We have cancelled tenders floated under the scheme as companies were not able to meet the criteria of the standard bidding document. Also, they had quoted high rates."

Also from Mr. Pankal Dadwal, MD of HPSEBL " We have sought clarification from the firms. We will review their responses and then take action accordingly."

We will have to see what comes out in the wash, as the old saying goes.

LTI.

Good evening all,

It is good to see a delegation from Bangladesh, headed by Managing Director Sh. Bikash Dewan, of the Dhaka Power Distribution Company, still taking an interest in CyanConnode's Omnimesh solutions.

Although, it is not totally unexpected.

http://twitter.com/CyanConnode_Ind/status/1628089446926278657

Well done to all concerned.

LTI.

Good morning all,

It is good to see that Mr. Anil Rawal and the IntelliSmart Team are taking an interest in the CyanConnode, long-range RF technology solution.

I/we understand this long-range RF solution was developed originally within/for the Scandinavian/Nordic market, some years ago, but has now been fine-tuned to accomodate the challenges of the Indian smart meter/smart grid market.

And possibly can be fine-tuned to accomodate global markets also.

Good luck all.

LTI.

..... has tweeted this morning about the visit of the MD & CEO of IntelliSmart, Sh. Anil Rawal, to the CyanConnode booth at the ElecramaLive Exhibition.

http://twitter.com/CyanConnode_Ind/status/1627941163515908096

LTI.

Good morning all,

An impressive Stand CyanConnode seem to have at the ElecramaLive exhibition. It also seems as though there are 9 smart meters on show within the Stand, from what I can see. A very professional presentation of the Company.

From the tweet:-

" Looking for a communication solution for #SmartMetering that is both fast and efficient? Look no further! @CyanConnode's Omnimesh #RF Smart Mesh infrastructure has got it covered. Stop by our booth H10H6 in Hall 10 at @ElecramaLive to learn more abt this game-changing technology."

http://twitter.com/CyanConnode_Ind/status/1627517973832540160

LTI.

..... has tweeted today:-

" It's been a busy first 2 days at the @CyanConnode booth in @ElecramaLive. We have had representatives from several utilities who stopped by to understand our Omnimesh #RF solution in detail and our impact on the #SmartMetering landscape in #India."

http://twitter.com/CyanConnode_Ind/status/1627552394363150336

LTI.

..... has also tweeted:-

http://twitter.com/CyanConnode_Ind/status/1627207141261189121

So far, so good.

LTI.

Good morning all,

The CyanConnode India Team has been busy already this morning, meeting various Indian Ministers, in connection with the Indian Smart Grid/Smart Meter Project.

http://twitter.com/CyanConnode_Ind/status/1627203797545263109

From the tweet:-

" We are grateful to the hon'ble @MinofPower Sh. @RajKSinghIndia for his vision, support and efforts towards making #India a #Smart and power efficient country."

Well done to all concerned.

LTI.

..... has tweeted:-

" Sh. @AtulKBali inaugurated the @CyanConnode's booth at @Elecramalive today. The team took him through our Omnimesh solution including long-range #RF. which he took keen interest in. He was also quite impressed with overall impact on carbon emission reduction owing to our solution."

http://twitter.com/CyanConnode_Ind/status/1626991780259573760

LTI.

Good afternoon tonyj,

With reference to your 12:32 post, I am comfortable knowing that CyanConnode are being awarded contracts. The values/earnings attached to those contracts, to the Company, can be taken care of within the Interim/Final Results.

New investors should also have worked out, with the information provided by CyanConnode and the various reports that are available, the progress that CyanConnode are making. Both financial and practicle.

The EDF contract for Bihar, during 2018, often discussed on this bb, for some reason, gives details of a $70 million contract price, for 5 million smart meters, of which EDF and Accenture are involved. You can work out approximately what price per unit overall that is, by doing some quick arithmetic. But not what is earned by EDF or Accenture individually. That is not published, except in their individual interim/final results, I suspect.

So we will have to disagree on that point of how much monetary information is released with other relevant information.

The first Support & Maintenance contract that CyanConnode were involved with, I seem to remember that was negotiated separately. The more recent contract, awarded to CyanConnode for Bihar, the Support & Maintenance contract, seems to have been included in the initial contract announcement. As with the two orders awarded to CyanConnode for Assam, from IntelliSmart. All inclusive of a S&M contract.

So I am happy for CyanConnode to keep the competition guessing, concerning the overall pricing structure, by whatever means possible.

CyanConnode are only doing what other companies are doing, which is good commercial practice and protecting their and shareholders interests.

LTI.

Good morning all,

It is good to see that the CyanConnode Leadership Team is at Elecrama, along with some of CyanConnode's other technical experts.

Excellent.

LTI.

...... has tweeted:-

http://twitter.com/CyanConnode_Ind/status/1626818254906982400

LTI.

...... has tweeted:-

http://twitter.com/CyanConnode_Ind/status/1626643270385426433

LTI.

http://polaris.brighterir.com/public/cyan/news/rns/story/r79381x

It is good to catch-up on some recent CyanConnode related orders, also.

LTI.

Good afternoon all,

To save time, I have attached some information on a previous EDF discussion, to this post, starting 3rd February, 2023 ( 19 posts in all ) which initially suggested that EDF had " ..... installed over 5 million Smarts in India."

Various links are provided within the posts, from myself and others, one covering the initial order during 2018, which was awarded to EDF and Accenture, for the Bihar contract.

There is also a tweet from EDF confirming 1,175,000 smart pre-paid installs in Bihar, on January 27th, 2023 and posted by me on February 4th, 2023.

Some other connected news to follow.

LTI.

Good afternoon Inthetin,

In answer to your posts at 10:41 and 10:42 this morning, no problem. It is easily done. We all make mistakes or over-look things, at one time or another.

You take care.

LTI.

http://twitter.com/CyanConnode_Ind/status/1625717144909647872

" Join us at @CyanConnode's booth at @ElecramaLive, to learn how our Omnimesh #RF solution for #SmartMetering is designed for rapid deployment while delivering exceptional performance and competitive total cost of ownership."

I am sure the India Team will have a good few days at the ElecramaLive exhibition.

LTI.

Good morning 2cv and all,

You are welcome, 2cv. As you have said you " ..... have not been keeping tabs on things ..... " the orderbook is growing steadily, with CyanConnode's installed smart meter base in India, specifically, running at circa 25%, at the moment.

So encouraging figures, I would say.

Good to hear from you again, 2cv.

LTI.

Good afternoon 2cv.

The full text from the paragraph that cotains the " potential " quote, is as follows:-

" This partnership marks a crucial endorsement of CyanConnode's expanding footprint in India, with a robust pipeline of potential deals and current tenders amounting to 100 million smart meters. The partnership showcases the Company's continued growth and success and has the potential to double its orderbook."

2cv, I posted two twitter links to tonyj this morning, at 11:19, which confirms CyanConnodes orderbook, on two dates.

http://twitter.com/CyanConnode_Ind/status/1594923254971781120
http://twitter.com/CyanConnode_Ind/status/1610594881558425601

CyanConnode confirmed it had an orderbook of 2.6 million RF nodes, in the tweet from November 2022 - the full map of India and a tweet from January 2023 confirms an orderbook of 3.6 million nodes - a tweet about the Montecarlo order.

So as the Strategic Framework Agreement was not an order, as such, as I mentioned when the Framework Agreement was first made public, if you take the average orderbook confirmations from the two tweets, as 3m nodes and we have a Framework Agreement for a further " .... 3 million smart meters, " then there is a " .... potential to double its orderbook. "

I hope this helps, about the " Orderbook."

LTI.

Hello tonyj and all,

Just as a recap tonyj, I have posted the " Strategic Framework Agreement - Replacement " which should give some clarification and confirmation, on what exactly was changed from the original RNS and what it was changed to, within the final RNS document, on 6th February, 2023:-

http://polaris.brighterir.com/public/cyan/news/rns/story/xq34z2r

LTI.