Member Info for Longterminvstor

Good evening dwall.

The Covid situation is a global catastrophe, affecting many countries. India and other countries, included. It depends on how individually they cope and recover.

I agree, that the full implications and benefits of the IntelliSmart tie-up with CyanConnode, is yet to be revealed. But as you have indicated, we hopefully " ....... look forward to seeing a couple of chunks of the IntelliSmart legacy orders announced in due course."

Until then, these new contracts announced this week, are generating some share-holder interest ( old and new, I would have thought, ) including potential revenue for the back-end of the 2021/2022 financial year.

It is good to hear from you again, dwall.

Good Luck.

LTI.

Good morning tonyj,

It will also be interesting, when the news it not so sensitive, when all share-holders are informed of the country, the utility, the meter manufacturer and the value of the contract. And any intermediary, if there was one.

But there is enough information to be going on with. For me, anyway.

From the RNS today:-

John Cronin commented:-

" We are delighted to have received this contract from a new customer, in a new territory, which is once again testament to CyanConnodes technology. We look forward to working with this new customer to develop our business in Africa."

LTI.

Good morning tonyj,

You are welcome. And I agree, that this could be a major step forward, in the African RF meter market and global expansion in general.

But no time scales.

LTI.

Good morning all.

Excellent news from CyanConnode about progress in Africa, with an order for 100,000 Omnimesh Modules, plus an Annual Maintenance Contract. With delivery delivery expected to commence during Q3, 2021.

Another significant endorsement for CyanConnodes Omnimesh solutions, in the global market.

In my opinion, of course.

LTI.

And confirmation that the order includes Omnimesh Cellular Modules as well as Omnimesh RF modules. So significant for this development of products.

LTI.

Good morning 2cv and all.

As you indicate, 2cv, an excellent order from Schneider Electric, India, from a new customer in Northern India, that commences delivery during Q3 2021. So the pace of delivery on this particular contract seems quicker.

Well done to all concerned at CyanConnode. Including the India Team.

LTI.

Good afternoon jake.

It mentions in the report that " ....... a target of 15% gas based economy by 2030 ..... " so still a small proportion of the overall amount.

The " developed world " was polluting a long time before India and other, still developing countries started to change, economically. At least India and other developing countries can also embrace the other alternatives of solar and wind power, while still finding room for the fossil fuels, if needed. While also reducing the fossil fuel use, if possible, as time progresses.

I don't suppose British Gas will be putting up the shutters in the near future. Until there is a viable, affordable alternative.

Solar Power in India:-

http://carbonbrief.org/iea-india-is-on-cusp-of-a-solar-powered-revolution - February 2021

From the report:-

" Solar power currently makes up just 4% of the nations power supply, but is set to grow 18-fold and become the new " king of India's generation fleet " by at least 2040."

So an aspiration of 72% solar power by 2040.

" India has also contributed far less historically to climate change than developed nations in Europe and North America and yet, as the report notes, it is " .... already feeling the effects.

" At the same time, India's status as a major global economy and the world's third largest emitter, means cleaning up its energy supply will be essential for global climate targets to be met.

Investment is also being made in Wind Power.

http://en.wikipedia.org/wiki/Wind_power_in_India

From the report:-

" Wind power generation capacity in India has significantly increased in recent years. As of 28 February 2021, the total installed wind power capacity was 38.789 GW, the forth largest installed wind power capacity in the world. Wind power capacity is mainly spread across the Southern, Western and Northern regions."

So changes are being made to the Indian Power Sector, in many different forms.

In my opinion.

LTI.

...... to collaborate in India.

http://smart-energy.com/industry-sectors/smart-grid/electricity-and-gas-distributors-to-collaborate-in-india/

From the report:-

" The India Smart Grid Forum ( ISGF ) and National Gas Society ( NGS ) have launched a joint India City Gas Distribution Forum.

" The initiative draws on the many similarities between the work of the electricity and gas distributors and the scope - little exploited in many jurisdictions - for the sharing of both physical and digital assets.

" As such, it also illustrates an example of " sector coupling " in action in the energy transition."

Also from the report:-

" The Indian government has set a target of a 15% gas-based economy by 2030 and licences have been issued for the city gas distribution in urban areas in 407 districts spread across 28 states and Urban territories that cover almost three-quarters of the population of the country."

So India is looking to bring a more balanced power distribution between electricity and gas, along with EV charging stations/electric transport and solar power.

As most countries are trying to do.

LTI.

Good afternoon all,

CB, the " pilot " reference in the " Thailand - lessons from a 116,000 ..... " which I posted at 14:36 on Friday, is a reference included within the report about the PEA project in Pattaya City, Thailand. CyanConnode is not mentioned in this particular report.

From the report:-

" The 116,000 smart meter rollout in Pattaya City on Thailand's eastern Gulf coast, is piloting the technology ahead of the wider national rollout.

" The City of Pattaya smart meter rollout, coming to its closing stages following delays due to the COVID-19 virus response, is one of the key components of the first stage of Thailand's smart grid roadmap."

Also included in the report:-

"PEA, a Thai state enterprise and one of the largest utilities in southeast Asia, supplies electricity to 20.5 million households across the country, except in Bangkok and other provinces.

" The technology being deployed is Itrons OpenWay Riva system, including the Itron Enterprise Edition meter data management solution."

Mr. Pongsakorn Yuthagovit, the PEA Assistant Governor and AMI project manager, goes on to say:-

" We are confident as the technology has been proven in the field many times," says Yuthagovit, who cites key considerations for the architecture as interoperability and system performance scalability."

So an already proven product, that still has to be proven in a new market.

What you might call the common sense approach, when a system/solution could be costing billions of dollars, over a 20 year period.

LTI.

No problem tonyj.

The three Thailand reports that I posted were, what I see as a general progression of the smart grid/smart meter progress over recent years, for both the PEA and the MEA. Not forgetting that there are different RF bandwidth requirements in Thailand, than those used in India. So still developing, in my opinion.

For all the companies involved.

And also the Electricity Generating Authority of Thailand ( Egat ) which has " ..... announced plans to increase its power generation portfolio to secure its grid network against growing power demands."

I have been a follower on the smart grid/smart meter program in Thailand, for a number of years and was encouraged by the involvement of JST, with CyanConnode, initially. But glad you found the reports of interest, overall.

LTI.

..... smart meter rollout. ( May 2021 )

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

The PEA have opted for the Itron OpenWay Riva system, in Pattaya City. The report also mentions " The 20 year roadmap initiative ...... " with the " ...... first stage for demonstrations and pilots running to the end of 2021."

LTI.

....... Smart Metro Grid system. ( January 2020 )

http://bangkokpost.com/thailand/pr/1839829/mea-injects-billions-into-smart-metro-grid-system

The report also seems to refer to the order received by CyanConnode, from JST/Forth, during December 2019.

LTI.

...... ( January 2017 ) to enhance grid systems and has been investing in the smart grid with an " ...... approved smart grid plan .... " under which " ...... state-owned utilities will spend up to Bt200 billion ( $5.6 billion ) in implementing smart grid projects through to 2036."

Also within the report:-

" Utility firms set to trial smart grid technologies under the approved plan include the Electricity Generating Authority of Thailand ( Egat ), the Provincial Electricity Authority ( PEA ) and the Metropolitan Electricity Authority ( MEA ).

http://smart-energy.com/regional-news/asia/smart-grid-plan-thailand/

LTI.

...... & Co., in the 16th July " Further contract award in Thailand " report, on CyanConnode, under " Incremental opportunities " highlight a possible additional opportunity in Thailand, involving the PEA.

From the report:-

" Alongside the MEA, Thailands other main utility is the Provincial Electricity Authority ( PEA ), which has a much larger customer base across 74 provinces, representing ca.22m households. Based on the successful MEA rollout, this is a strong opportunity for CyanConnode."

Very interesting indeed. But no time-scales.

http://www.hardmanandco.com/research/corporate-research/further-contract-award-in-thailand/

LTI.

...... making a total contribution of approximately 64,000 Omnimesh modules and 206,735 Omnimesh perpetual software licences, with a potential 200,000 overall anticipated order for Omnimesh modules, for this particular contract in Thailand.

The first order received in December 2019, with the follow-on order received yesterday, 15th July, 2021.

So potentially 136,000 to go, for this particular contract, in Thailand.

LTI.

Good morning all.

A welcome addition to the CyanConnode/JST/MEA project in Thailand, which allows for the frequency band-widths of 442 and 447MMHz, which is allocated to the Thai energy utilities by The National Broadcasting and Telecommunications Commission of Thailand.

From the report:-

" The follow-on order is for 31,000 Omnimesh Modules and associated gateways and is in addition to the 33,000 Omnimesh Modules and 206,735 Omnimesh perpetual software licences purchased in 2019 and 2020. Deployment of this order will follow the successful " Go-Live " phase of the MEA Smart Grid Project, which is expected in Q4 of 2021."

So, steady progress.

LTI.

......... rejig in the works to target 500 cities in the first phase.

http://economictimes.indiatimes.com/industry/energy/power/smart-meter-rollout-rejig-in-the-works/articleshow/83154532.cms

From the report:-

" The government is revising the smart meter rollout plan by switching to an aggregation model, similar to the bulk strategy adopted for LED bulbs, which helped reduce prices to almost a fifth in four years.

" A senior government official said the government was revising its smart meter strategy, under the R3.1 lakh crore proposed distribution reforms scheme. The Centre would now target the rollout on a mission mode in 500 AMRUT cities, union territories and industrial and commercial cities in the first phase."

Also within the report:-

Synopsis.

" The rural areas would be covered in the second half of the five-year distribution scheme programme. The scheme is expected to require 10 crore smart meters in the initial phase and another 15 crore instruments in the second phase."

LTI.

An interesting concept tonyj.

Some information on Global Omnium, that may be of interest.

http://valencia.amazingcapitals.com/expat-life/home-family/global-omnium/global-omnium-image/

LTI.

Good morning tonyj.

I agree. Different countries/regions are coping with the different, recurring Covid-19 outbreaks, differently. Because of locality, social differences, the vaccine availability and the infrastructure to deliver the vaccine when/if it is available.

And I also believe, as you seem to do, that the CyanConnode solutions developed over the last few years in particular have been developed with the Cyber-Security element in mind.

LTI.

Ooooops, sorry. Should read:-

http://nsgm.gov.in/sites/default/files/SG-Projects-Status-March-2021.pdf

LTI.