Member Info for Longterminvstor

...... order, john Cronin commented further:-

" India is at the beginning of its government's mandated deployment of 250 million smart meters and CyanConnode is pursuing current tenders for the deployment of over 27.5m smart meters. The Company expects the numbers of tenders that it is actively pursuing to grow further during the coming months. Your Board remains determined to take full advantage of CyanConnode's superior RF technology and to capitalise upon its opportunities in India."

Excellent.

LTI.

...... order, Mr. Jitendra Kumar Agarawal, Joint MD of Genus, commented:-

" We are pleased to once again be partnering with CyanConnode. Both companies have already worked closely together and successfully deployed four projects, resulting in the rollout of over 600k Smart Meters. I believe our joint capability and track records will result in further opportunities for both our companies in the near future."

A fantastic achievement for both companies and all companies involved.

LTI.

........ order, John Cronin, Executive Chairman of CyanConnode, commented:-

" We are delighted to have received this order from out long-standing partner, Genus, which cements our position as the largest provider of Narrowband Radio Frequency ( RF ) Smart Mesh Networks, for Smart Metering in India. This single order will almost double the number of modules we have deployed in India to date."

LTI.

Wakey wakey indeed, homebrewruss.

LTI.

..... order, from Genus, for Bihar in India.

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

Excellent news and well done to all concerned, at CyanConnode.

LTI.

Opinions do tend to differ.

LTI.

....... tweeted yesterday, August 18th, 2022:-

" ~ 1.45L RF nodes deployed by @CyanConnode in hilly terrains of Shimla & Dharamshala are communicating successfully. Reemphasizing that Omnimesh architecture is the way forward for #SmartMetering in #India with best possible coverage of dense, hilly, agricultural and semi-urban areas."

HPSEB/Himachal Prades, is the Schneider Electric/CyanConnode/Esyasoft Partnership project started during 2021.

http://twitter.com/CyanConnode_Ind/status/1560264540457037824

LTI.

It indicates to me, how important the IntelliSmart business is viewed by CyanConnode.

While also keeping an eye open for any opportunities in New Territories.

LTI.

It was. And an interesting new brief that Ajoy seems to be targeting now, at home ( India ) and abroad.

LTI.

No problems Inthetin. I doubt that the situation will ever change.

LTI.

Hello Inthetin, when you come back, just picked up on todays trades and the BUY at 14:13:20, for 1,000 shares at the Trade Price of 14.895, ( BID 14.50/ASK 15.00 ) just shows what narrow differences between BUYs and SELLs are being played out, at the moment.

But it probably still doesn't answer your question, but just thought I would pass it on, in case it is of interest.

LTI.

Good afternoon tonyj,

I am not aware that " ...... the GoI set a standard that all meters have to be RF capable, in all applications." This is the first time I have heard of this, so I haven't corrected you before.

To me, that would be an expensive requirement, especially if an RF retro-fit solution is available, from whoever can provide it. The other requirement I feel is the budget. RF is more expensive intially to install, we understand. But over the first few years after installation of the RF solution, the outlay/investment is re-couped over a quicker time period.

So I view it like this, if there are regions ( or circles as they are sometimes called ) or different utilities, within any State in India, that have a more acceptable budget that will accomodate a portion of RF requirement for smart meters, then they are the tenders that I would suggest CyanConnode would be targeting.

But if there are utilities within states that do not have a budget, in the initial stages, to fund an RF requirement for smart meters, then it would not be a good use of CyanConnode and Partners time, to quote for such tenders. In my opinion.

But with the introduction of IntelliSmart, the NIIF and probably the Empanelment Process, I feel that these issues are probably sorted out prior to tendering, so that everyone knows what the different parameters are, for the individual tenders each consortium is tendering for.

And the CAPEX/OPEX way forward, will also have an impact, in one form or another.

LTI.

You are welcome, tonyj,

And the map on page 36 also shows us, that of the 5 states highlighted in the IntelliSmart report, under " Our Domestic Footprint ", CyanConnode have a presence in 2 of them, so far.

Namely Rajasthan/JVVNL ( 2 contracts with Genus Power ) and Assam/APDCL ( 2 contracts with Schneider Electric/IntelliSmart.)

http://twitter.com/cyanconnode_ind/status/1529688571841748992

So some interesting information being made public knowledge recently. It is just a matter of trying to put the pieces of the puzzle together.

LTI.

Hello Inthetin,

With the Trade Price higher than the BID and lower than the ASK, approximately in the middle, on these trades, I would say it is impossible to say. Sometimes you can " guess " but you never really know.

But these " Unknown " trades are in my opinion, just a smoke screen by the Market. The Market should have the technology to determin which trades are which. It is either a BUY or a SELL.

If they haven't, then it is time for a software update. This probably does not help, but it is the best I can do.

LTI.

Good morning Inthetin and all,

Thank you for the information on the " ...... latest innovations and forecast 2023 ...... ". And it is also good to see one of CyanConnode's Partner's, Schneider Electric, gets a mention as one of the global player's, highlighted in the forecast, along with Trilliant, Silver Springs, Itron, Elster and a few others, incuding EESL.

An interesting read.

LTI.

........... has published a report, highlighted by tightfist, on ADVFN, about various Smart Meter initiatives in India, from different peoples/contributors perspectives.

It also features a 4 page report on/by IntelliSmart, on page 36, which goes into some detail on the challenges IntelliSmart face and some of the progress they have made.

http://businessindia.co/emagazine/double-whammy

An interesting report, from what I have read.

Thanks to tightfist on ADVFN, for posting it originally.

LTI.

Good afternoon all,

There were some encouraging figures in the CyanConnode Trading Update, which was published on July 18th, 2022. So fairly recent.

So looking forward to the 2021/2022 Annual Report, which is due fairly soon, adding some more detail and information, to the Trading Update.

http://polaris.brighterir.com/public/cyan/news/rns/story/xpn4yjr

There was also some information on the " Modules shipped FY22 ," embedded in the Trading Update, which also shows further progress for the existing/ongoing contracts.

http://www.rns-pdf.londonstockexchange.com/rns/7243S_1-2022-7-17.pdf

So, some encouraging information already that has been published by CyanConnode, with the Annual Report 2021/2022 still to arrive.

LTI.

Good afternoon Inthetin,

Until the 2021/2022 Final Results are published, we will see this uncertainty initially, towards CyanConnode, in my opinion. If you are in for the medium/long-term expansion of CyanConnode, then take the opportunities as they present themselves.

But thank you for the " ....... 200 day moving average ....." information.

LTI.

...... forecast to reach 1 billion smart electricity meters by 2026 - study.

http://smart-energy.com/news/asia-pacific-forecast-to-reach-1-billion-smart-electricity-meters-by-2026-study/

From the report, dated July 29th, 2022:-

" The smart electricity metering market in Asia-Pacific is on its way to reaching a historic milestone of 1 billion installed devices, according to a new research report from IoT analyst firm, Berg Insight.

" The report, Smart Metering in Asia-Pacific, analyses the development of smart metering technology in China, Japan, South Korea, India, Bangladesh, Indonesia, the Philippines, Thailand, Vietnam, Australia and New Zealand."

Also from the report:-

Asia-Pacific rollout.

" The region today constitutes the most mature smart metering market in the region, accounting for more than 95% of the installed base in Asia-Pacific at the end of 2021.

" China has completed its rollout while Japan and Korea are also expected to do so in the next few years. In China and Japan, replacements of first-generation smart meters have infact already begun and are expected to ramp up significantly in the coming few years.

" Replacements of ageing first-generation smart meters will be the most important driver for smart meter shipments in Asia-Pacific in the coming years and will account for as much as 60% of the cumulative shipment volume during 2021-2027," stated Levi Ostling, senior analyst at Berg Insight.

Trilliant also gets a mention for their partnership with SAMART in Thailand. SAMART are a Thai group of companies which focuses on telecommunications.

So a busy region for smart meter development, over the next few years, it would seem.

LTI.

....... Andhra Pradesh Eastern Power Distribution Company Limited, is in the next state north of Tamil Nadu. on the east coast of India and to the east of Karnataka, where CyanConnode installed an early project in Mysore, which was implemented during 2015.

CyanConnode installed a small project ( 3,000 smart meter points ) for APSPDCL ( Andhra Pradesh Southern Power Distribution Company Limited ) which was implemented during 2018, with L&T as the meter manufacturer Partner ( now Schneider Electric.)

So interesting times we are in at the moment, concerning various tender opportunities, I feel. As long as there is a portion of RF required, of course, which will not always be the case, then there is an opportunity for CyanConnode to be part of the tender.

LTI.