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Good morning all,

Also from the report:-

" CyanConnode is also pleased to announce that during October 2021, it reached the milestone of shipping 1 million nodes to customers across all of its projects in India."

Another major achievement.

LTI.

....... in India.

From the report:-

" CyanConnode Holdings plc ( AIM: CYAN ), a world leader in Narrowband Radio Frequency ( RF ) Smart Mesh Networks, is pleased to announce the formal opening of their new Corporate Office and IoT Innovation Centre in India."

Excellent news.

http://cyanconnode.com/investors/shareholder-information/regulatory-news/

LTI.

Good afternoon all.

Ajoy Rajani from CyanConnode, is attending the Distribution Utility Meet 2021, during the 18th/19th November, 2021.

http://dumindia.in/dumpdf/DUM%202021%20Brochure.pdf

I also see that Vikas Kashyap, who was VP at CyanConnode UK, seems to now be Advisor to the ISGF. It is good to see that he is still doing well.

http://dumindia.in/speaker2021.php

Thanks to multibagger, posted on ADVFN yesterday evening.

LTI.

Good afternoon all,

Another encouraging days trading so far, with the share-price moving steadily northwards. Or should I say, north-easterly.

Good luck,

LTI.

Good morning Bordersman,

From what you say, you seem to have done your own research on CyanConnode and understand the Company and the products. As much as anyone can, anyway.

But I believe your observation about Placings/Dilution/Funding are correct. Placings/Dilution/Funding are much different when the reason is for expansion, rather than for survival.

On the 3rd June, 2021 Placing, which we understand was heavily over-subscribed, I seem to remember the share price going up quite considerably. And CyanConnode have come a long way in many aspects, since 3rd June, 2021.

LTI.

Good evening all,

Some more information from the CyanConnode Investor Presentation, pdf on Indore:-

From the report:-

MPWZ - Measurable Benefits Achieved.

- Averaging Billing Efficiency increment > 15% but not only that .......... availability of billing data > 99.5%
- Net increase in sold units of 54 MU's to April 2020 and revenue gain of 37.8 Cr.
- Total 898 theft cases detected resulting in Rs 5.41 Cr additional billing.
- 28.1 MW increase in sanctioned load, based on recorded MD ( MD>CD )
- PF incentive ( PF>85 ) given to more than 91000 bills of SSI.
- 35000 bills of SSI Consumers penalized for low power factor ( PF<0.8 )
- Real time availability of AT&C losses at DTR level.
- Near real time consumption check by consumer.
- More than 62K remote installations completed towards 45 Cr. Arrears.
- Around Lacs Bills Generated through AMI system so far.
- R21 per consumer saving on Govt Subsidy on Smart Metering consumers due to accurate data.
- Approx. 77 Cr Savings on an investment of 96 Cr ( CAPEX + 5 year AMC including GST ) in 24 months from the date of award.
- Average improvement in revenue INR 550 per Meter per Bill.

On reading the " Measurable Benefits Achieved " this is a very technical passage of the report. It mentions " Lacs " " Rupees " " Cr." " INR " and other technical terms like " MU's " " MD ( MD>CD ) " PF>0.85 " "SSI " " DTR " " AMC " & " GST "

So, I am assuming and ordinarily I do not like to assume anything, but this report may, and I stress " may " have been used in a presentation to smart grid/smart meter professionals in India. There is a lot of Indian terminology/abbreviations in this section of the report.

Maybe the Market worked that out after lunch, today.

Still, all in all, an interesting day, today.

LTI.

Good afternoon 1DAYMAYBE,

It would seem that maybe the presentations have sparked some additional/further interest in CyanConnode.

But I agree, shopping can be both stressful and expensive, even at the best of times.

LTI.

Good afternoon Bordersman.

It has been a long time since we had a chat. But getting to your point, the way we as individuals/investors, interpret any information that is provided by any Company, will determin our individual perception of that Company. We make our investment decisions, based on our interpretation of the information we are given.

There are numerous reports/videos from CyanConnode on various aspects of the business and various products, on the CyanConnode website, which I personnally find helpful and a good reference point.

LTI.

Good afternoon tonyj,

I agree on Thailand. As is also mentioned in the CyanConnode Presentation pdf, as CyanConnode have now made public that " ...... both the MEA and PEA utilities are coming up with new and larger opportunities, including Opex, " which could prove very interesting indeed.

LTI.

Good afternoon all,

Within the CyanConnode Investor Presentation pdf, is a Case Study of the Indore Smart Metering project, ( pages 13 & 14.)

From the report:-

MPWZ - Drivers for Implementation of Smart Metering.

- Poor billing and collection efficiency.
- Dependency on Manual Meter Reading and Provisional Billings.
- Challenges in Disconnection.
- Hefty Arrears.
- No options of Pre-Paid/Net Metering facility to customers.
- Low reading availability on existing AMR system on GPRS.
- Absence of centralised MDM system, which can use data for proactive analytics for theft detection, Energy Audit and other revenue related issues.
- Consumer complaints ( Billing disputes, etc.. )

An enormous challenge for CyanConnode and Partners to take on.

LTI.

http://cyanconnode.com/wp-content/uploads/2021/11/CyanConnode-Investor-Pres-FY22-interims.pdf

LTI.

........ video, on the recent Interim Results.

http://cyanconnode.com/presentations-and-videos/

LTI.

Good afternoon Pedro.

There is certainly some encouraging news beginning to surface recently, so I agree with your enthusiasum. And a very encouraging March 2022 price target prediction, if you do not mind me saying so. Something to hopefully look forward too.

Take care, Pedro and Good Luck.

LTI.

....... also within the Cambridge Wireless RNS announcement, this morning:-

" Smart Metering is now at the forefront of many Government reforms priority list. The Government of India is pushing forward to install 250 million smart prepaid meters over the next 5-10 years and special purpose vehicles will be required to roll out these large infrastructure projects. CyanConnode is strategically placed to help drive these projects forward and was recognised by the Department of International Trade in May 2021, as one of the key trade and investment partnerships between UK and India."

LTI.

..... John Cronin, Executive Chairman, commented:-

" We are pleased to have received the Cambridge Wireless Best Connector Business Award. This is a result of years of continuous R&D efforts, leading to development of our 3rd generation Omnimesh IoT platform. This award only strengthens our core belief of not just meeting customer expectations, but exceeding them. CyanConnode being lead technology innovation player, will continue raising the bar for quality Smart Metering deployment."

LTI.

...... on the recent announcement on winning the Camridge Wireless - Best Connector Business Award:-

" This award recognises teams or businesses that are deploying wireless technology to improve products, increase operational efficiency or bring other benefits. This award celebrates impactful applications of wireless technology.

" CyanConode was recognised for their success in bringing smart metering technologies to market."

An excellent achievement by the CyanConnode Team.

LTI.

" ...... have been named winners of the CW Technology & Innovation Awards - Best Connector Business - for their success in bringing smart metering technologies to market."

http://twitter.com/CyanConnode

Well done to all concerned at CyanConnode.

LTI.

Good morning all,

Confirmation of steady progress being made in many areas of CyanConnode's business, with:-

- Revenue up 172%.
- Gross profit up 104%.
- Operating loss reduced by 26%.
- Cash received from customers up 138%.
- Cash and cash equivalents at end of period £1.7m ( H1 FY 2021:£1.0m )

The Operational Highlights also show steady progress with the Omnimesh shipped modules for existing contracts up to 315k and confirmed new orders/follow-on orders for Omnimesh from India, Thailand and Africa, also adding to the mix.

A good set of Interim Results overall, showing some real progress and laying further foundation's from which to move forward to the next step.

Well done to all concerned, at CyanConnode.

LTI.

Yes indeed, 1DAYMAYBE.

A 25% rise so far on the week, is a reasonable return. But I should hold on the " Full Monty " celebration, at the moment. You do not want to be locked-up inside, should the real celebrations start.

LTI.

Good morning 1DAYMAYBE, tonyj and all,

There has been an encouraging share-price increase recently, with the interest/momentum towards CyanConnode's prospects and potential, becoming more recognised.

LTI.