Member Info for Longterminvstor

Good morning Pedro,

I don't know if you noticed the RNS yesterday concerning the Trading Update, but if you didn't I will re-post it, as I have already posted it yesterday, including some updated module shipments. You will also find it on the CyanConnode website.

But it does contain some intersting progress.

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

I trust you are keeping well.

Good Luck.

LTI.

But I have seen enough thank you and so have a lot of other investors, until the Full Year 2022 Results are due.

A very informative day, I feel.

LTI.

That's easy. If you do your own research.

LTI

Good evening Pedro.

I agree. A good Trading Update today, with definitely some positives to draw-on. Trading Update delivered and as you say, Final Results FY 2022 on the horizon.

I hope you are keeping well, Pedro.

Good Luck.

LTI.

There's also a link to Wirepas, if you click on the #meshtechnology link.

LTI.

....... tweeted on July 16th, 2022:-

" 25 percent Smart_Meters in #India run on our #Communication_network " says Anil Daulani, President -Global Sales @CyanConnode_India."

http://twitter.com/EPRmagazine/status/1548122970987511816

So up from the previously stated figure of 21% during April 2022, to 25% of Smart Meters on CyanConnodes Communication Network, in India, as of July 16th, 2022.

Impressive, for a Company the size of CyanConnode.

LTI.

That would certainly give the share price a leg up if that happens, tonyj.

Something is look forward to.

LTI.

It could be that some share-holders are taking some early holiday money, Inthetin. The kids break-up from school soon. But it will be interesting to see if any larger share-holders take the opportunity to increase their holding, at some point.

Good Luck all,

LTI.

Agreed tonyj,

Brief, but it conveyed what was important, as a Trading Update. We have enjoyed the hors d'oeuvres, we can now look forward to the main course.

LTI.

Good morning Inthetin,

Hardman I would think, if that is as you say, what they suggested, at £9.28m. CyanConnode returned £9.3m. I haven't looked up the Hardman figure myself.

But an excellent Trading Update and also an excellent way to start the day.

LTI.

John Cronin, CyanConnode's Executive Chairman, commented:-

" The financial year ended 31 March, 2022 was a record year for CyanConnode in terms of revenue. Momentum has continued into the new financial year, especially in the Indian market.

" I would like to thank all our employees for their continued hard work, support and dedication in achieving this record set of results."

LTI.

The link showing the number of modules shipped:-

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

LTI.

Good morning all.

- Unaudited turnover for the period exceeds market expectations of £9.3m ( FY 2021: £6.4M )
- Cash at March 2022 of £2.4m ( FY2021: £1.5M )
- Cash received from customers during the period of approximately £8.2m ( FY 2021: £5.3m )
- 612k modules delivered to customers during the period ( FY 2021: 481k )

" Exceeds market expectations."

Well done to all concerned at CyanConnode.

LTI.

I would say the 21% is more reliable than your 2% or 3%.

But opinions differ, as we know.

LTI.

In April, 2022, we were informed that CyanConnode had installed ( at the time ) 21% of the total installed base of smart meters in India.

http://twitter.com/DaulaniAnil/status/1511291165038899203

" A robust AMI needs a strong communication backbone for real time data requirement. Over 8.25 Lacs Smart Meters ( ~21% of the total installed base ) are successfully working on @CyanConnode RF mesh network, making it the largest and most experienced RF player in India."

CyanConnode and Partners are responsible for 21% of the total installed base of smart meters in India, which has somewhat exceeded the 2-3% mentioned previously, so far, as of April 5th, 2022.

LTI.

http://cyanconnode.com/solutions/omnimesh/

From the CyanConnode report:-

"Supports IPv6 6LowPan narrowband RF mesh and 2G/3G/4G/5G cellular cellular multi-technology communication."

" Omnimesh Cellular Communication technologies function as excellent WAN backhall links and provide cost-effective connectivity to outlying devices. To meet a range of requirements Omnimesh Cellular products are available in all cellular regions and bands and support 2G, 3G, 4G and emerging 5G standards, including NB-IoT and Cat-M. Duel SIM Omnimesh Cellular."

CyanConnode have an Omnimesh solution, that supports 2G, 3G, 4G and 5G standards, if that is what the Client wants and the budget can justify an RF solution/requirement.

LTI.

3G, 4G, 5G, refers to the generation of cellular technology. In this case I would suggest that the meters that are required, are compatible with 4G.

http://ackermansecurity.com/blog/home-security-tips/3g-4g-5g

LTI.

CyanConnode tender for projects that have an RF requirement. If there is no RF requirement, CyanConnode will not tender. Why would they?

So if and when we are informed through the press, we may have some idea of the competition, per tender.

LTI.

Sorry tonyj, missed a bit. If CyanConnode tendered at all.

LTI.

Good afternoon tonyj,

In my opinion, it is always good to know who the competition are and who CyanConnode are competing against.

LTI.