Member Info for Longterminvstor

Good afternoon all,

Having followed Thailand's journey towards smart metering deployment, over a number of years now, CyanConnode's gradual progress has been encouraging with their first order for the MEA, in Thailand, in December 2019, with two follow-on orders during 2020 and 2021.

CyanConnode's installations also seem to be going rather well in Thailand.

LTI.

http://smart-energy.com/industry-sectors/smart-meters/thailand-lessons-from-a-116000-smart-meter-rollout/

The report on the 116,000 smart meter rollout, for the PEA, contains some information on their smart meter roll-out/development and the use of the Itron OpenWay Riva Solution, including the Itron Enterprise Edition meter data management solution.

The report is dated May 4th, 2021.

Itron first announced they were to deploy their OpenWay Riva Solution, to the PEA in Thailand, During June 2018.

http://itron.com/na/company/newsroom/2018/06/19/itron-to-deploy-openway-riva-solution-in-thailand

LTI.

Good afternoon Pedro,

It is good to hear from you again. As you say, The India Smart Utility Week, is coming up shortly. And as always, we patiently await any contract news, more than likely at some time after the event.

But no time scales.

Good luck,

LTI.

Sorry, should read " ..... Milan Radia ...... "

LTI.

........ interview with analyst Mila Radia discusses India's revenue opportunity.

http://cyanconnode.com/in-the-press/
http://vimeo.com/679898347

LTI.

Good afternoon Inthetin,

I have provided some interview points, as accurately as I can, of the Milan Radia interview. You have to take the information given, as an overall package. When the interview is viewed in its entirety, investors will make their own minds up of where they think the future prospects of CyanConnode are and what time-scales they want to work with and make their individual judgement call, accordingly.

There could be many reasons for the share price drop, as well as the ones you have mentioned.

- 10%/20% profit-takers cashing in.
- Coming to the end of the financial year.
- Need the cash gains to pay bills or other things.
- etc, etc.

But bapodra-investments on ADVFN, seems to have called it correctly on ADVFN, on 18/02/2022. Thank you for your insight and opinion, Bapodra Investments:-

From their post:-

" It seems the market wants to take CYAN towards 15p and some of us investors are waiting to take it back up again when that happens. I will be accumulating more shares, for sure, at that level."

Investing for the long-term it seems, Bapodra Investments, according to their posts, in my opinion.

LTI.

....... Radia interveiw:-

Talking about future funding and potential revenue for CyanConnode, from India, over the coming years:-

- One thing I would say that a meaningful slice of revenue would be upfront to CyanConnode, to cover the hardware element and there seems to be acknowledgement that would be the appropriate contracting mechanism. Whereas the software and services would be recognised on a deferred basis.

An informative interview, with some interesting information.

LTI.

...... Radia interview:-

India:-

- 37 million meters tendering at the moment with the expectation of the contract awards will be made prior to the end of this calendar year.

- In the meantime more tenders to be added as more distribution utilities get to that contracting phase.

- it's fair to say that the immense revenue opportunity for this region ( India ) is now set to become a reality for all participants in the supply chain.

Very encouraging.

LTI.

Well done, 2cv. The horizon seems to be a lot brighter, over the last 12/18 months, or so. A more settled forecast, I feel.

LTI.

...... Radia interview:-

CyanConnode:-

- Very good at managing their supplier relationships.

- Expanded production lines with existing suppliers and added new suppliers and ordering well in advance.

- This does require some working capital investment.

- An overall very positive set of management decisions that have allowed them to maintain that supply chain integrity during this period.

So far, so good.

LTI.

....... Radia mentions a " ...... very high performance mattrix ...... " for CyanConnode solutions during the interview. Also Schneider electric get a mention as one of CyanConnode meter manufacturing Partners.

Good morning 2cv. Good to know you are still hear.

LTI.

.......... given much written information, in various forms, over the years. And have indicated to tonyj what they mean on the embedded/integrated subject.

My reference at 14:28 on Friday, about " .... there has been information available for some time on this subject, that would seem to have been confirmed by tonyj," can be found to some degree in the Annual report and Accounts for year ended 31 December, 2018.

From the report:-

" Leading meter manufacturers, such as Genus, HPL Electric & Power and L&T, have integrated CyanConnode's standards-based Omnimesh technology with their IS 16444 smart meters, so as to comply with Bureau of India Standards meter protocol. Through these partners CyanConnode expects to see further strong growth."

The changes to that report are the addition of Schneider Electric ( L&T ) which we know about and the addition of " ...... and others ..... " to the original text. How many other meter manufactureres have CyanConnode Omnimesh technology inside, is yet to be made public.

But as I understand it the hardware and software are embedded and integrated inside a specific meter at the manufacturers factory, which was originally confirmed by tonyj.

We may be getting down to different terminologies and what they exactly mean. i.e. Different things to different people.

But as I made clear on Friday afternoon, at 14:28, I am confident in what CyanConnode have indicated and what is in the 2018 Annual Report, about this point. And it would seem the " ..... and others ..... " also have confidence in the CyanConnode Omnimesh technology also, going forward.

The tender process was discussed in some detail by Heather, I seem to remember a while ago, which gave us some insight into the actual tender process, going forward.

LTI.

Good afternoon jake,

I have and I do, do my own research. And as I pointed out to you recently, it has not been well received by some on here, at times. But there has been information available for some time, on this particular subject, that would seem to have just been confirmed by tonyj.

I am confident in what CyanConnode have indicated.

LTI.

Good morning champagnecharlie,

I hope your investments are progressing steadily. There should be considerably more growth for CyanConnode share-holders to look forward too.

LTI.

Hello tonyj,

As long as CyanConnode keep pace with any changes to the regulations, I feel the overall percentage of smart meters that CyanConnode are actually being installed in, will become clearer as time progresses. And the share price is, what the share price is.

But still and attractive BUY, in my opinion.

LTI.

Thanks one2one. Very interesting.

LTI.

No problem Inthetin,

As we are aware, there are various competitors offering different solutions to CyanConnode, as I mentioned in my earlier post at 10:14, today. But we will have to see if hopefully, the potential 7.5% RF market increases, over time and if the " .... other companies ...... " 92.5% market share that you mentioned earlier, decreases, over time.

Interesting times ahead, I feel.

LTI.

Good afternoon Inthetin,

I would prefere/welcome any projections of future/potential growth, of a Company I am invested in, to come from the Company itself, where possible. Rather than from other sources.

I do not wish to discuss the contents of someones will, on this bb.

But I know it has been raised on ADVFN, quite extensively, on 28th January, 2022, which covers many differing opinions, which may be of interest.

But getting back to your post at 08:45 this morning. I am looking forward to the percentage points that you mentioned in 1), reducing.

To clarify, I am looking forward to the point you made earlier, that " His guess implies that companies might win 92.5% of the Indian market " reducing, over time.

LTI.

Good morning Inthetin,

I look at the " 7.5% " as a valuable guideline figure into the potential RF market, at the moment, that CyanConnode are targeting in India. No-one knows what the eventual figure will end up looking like.

But we do know what CyanConnode have to offer. And we do know about what various competitors have offered, over the years.

LTI.

...... revenue projections for 2021/2022, noted within the Hardman report dated 1st February 2022, should hopefully prove encouraging when they are made public.

LTI.