Member Info for Longterminvstor

Good evening Vas,

I think all Companies for obvious reasons, play their cards close to their chest, especially as far as tenders are concerned. So the direct answer to your question is, I do not know. But I was encouraged by some of the detail mentioned in the Webinar Presentation, especially for existing clients in Bangladesh and Thailand. And also potential clients in Indonesia, MENA and the Philippines.

- Bangladesh - Working with ecosystem of Partners on various opportunities, strong relationships in territory.
- Thailand - Strong relationship with major local eco-system Partner and well positioned on new local projects.

- Indonesia - Strong relationship with government-owned meter assembly business and multiple opportunities.
- MENA - Bidding on a major project in UAE under OPEX model.
- The Philippines - Pursuing three opportunities with a major local Partner and successful testing and field trials give support confidence.

So, as I mentioned in my previous post, their are always complications working in developing countries. Not only contractual, but also as far as CyanConnode is concerned, developing/putting the RF infrastructure in place. It all takes time, as we know.

And lets not forget just how long the UK smart meter roll-out is taking.

I do not know if this helps or not. But I hope it does.

LTI.

Thank you Vas,

It certainly brings it home about some of the complications with working in developing countries and nailing down official contracts and orders.

It is certainly not for the faint-hearted.

Thanks again,

LTI.

Good afternoon all,

The Webinar audio/video presentation has been released on the CyanConnode website.

https://cyanconnode.com/investors/presentations/

LTI.

Good evening JCEP,

I think your impression is correct, in thinking that John Cronin is more exited about India than Bangladesh, at the moment. India may be a " developing market " in some respects, but I think it is viewed as one of CyanConnodes more " mature markets " as far as smart meters are concerned. Both in years and money invested and also market penetration.

LTI.

Opportunities for Growth.

- 1 million units potentially for India projected for FY2021.

- Assuming only 20 million RF solutions of the total potential of 250 million smart meter market, as part of CyanConnodes penetration. At the Investor Conference Call during July 2019, I believe the figure quoted was between 10/12 million RF connections/solutions, that CyanConnode were looking at as there target penetration.

So the potential has gone up quite significantly, for the 5 year period, once the smart meter program gets under way properly.

LTI.

Hello CB,

In the Presentation I have posted, EV charges seem to be a new development and potential market for expansion along with gas, water, smart lighting, etc., and Bangladesh still seem to offer some scope for development, as John Cronin mentioned a possible 58 million potential. How many will be RF, is another point.

It was also confirmed that CyanConnode should have enough cash, to see us through the next 12 month's. So should eliminate the risk to existing/new/future investors, of a Placing.

The Webinar Presentation document makes for an interesting read.

LTI.

Good afternoon CB,

In reply to your 12:58 post, specifically, about a " list," it was very informative for me anyway, from page 3 ( swiftly moving on passed the disclaimer page ) through to page 22. Which I would think should/would be informative/interesting to potential investors/new investors/long-term investors, alike.

There was something for all three groups, in my opinion.

If you did not find the presentation informative, there is no reason to give you a list.

https://cyanconnode.com/investors/presentations/

LTI.

Good afternoon Inthetin and all,

Well, everyone to his or her own, Inthetin. I personally found it very informative. But as we know, opinions differ.

LTI.

Good morning CB and all,

I agree with your post from 22nd June, 2020:-

" The 30th is JC presenting at an Investor Magazine Virtual Investor Seminar. They cannot and will not give any information out that has not already been officially released."

I see this as a general insight of the CyanConnode business model, an insight into CyanConnodes products and solutions, a general view of the smart meter/smart grid market and maybe a possible view into future aspirations.

So generally aimed at new investors, with existing investors in mind.

So I personally view this as what it is billed as. A " UK Investor Magazine - Virtual Investor Seminar."

LTI.

Good morning Pedro/tonyj and all,

Sorry I missed you over the weekend Pedro. I trust you are keeping well.

I believe the last information we received from CyanConnode on the contracts from Iran and Bangladesh, was during 2019, when we were told that the contracts were still active and that CyanConnode were still in discussions with some of its Partners to find additional ways of progressing the contracts. Which I think is basically what you have posted.

And there is also the Bangladeshi delegation to Indore that you also mentioned, which is also encouraging.

Also a consideration, when the original Bangladesh order specifically, was awarded to CyanConnode during February 2017, it was probably for the Ultimesh solution, which has now been superseded by the Omnimesh solutions in September 2018, with all its advantages.

So when the time is right to disclose any further progress, no doubt CyanConnode will inform share-holders and the Market in general.

Good luck,

LTI.

........... by the wave of optimism that seems to be developing on the bb and the recognition that CyanConnode has developed the products/solutions/partners over the years and the hopefully, potential, project opportunities, that should ensure that CyanConnode can develop further.

No time-scales, but very encouraged indeed.

Good luck all.

LTI.

........ shrinks by $3.3 billion. ( Globally.)

http://smart-energy.com/industry-sectors/smart-meters/smart-meter-market-revenue-shrinks-by-3-3-billion/

LTI.

Sorry, missed a bit:-

http://smart-energy.com/industry-sectors/smart-meters/the-uk-pilots-new-smets-2-smart-meter-for-business-consumers/

LTI.

........ for business consumers.

http://smart energy.com/industry-sectors/smart-meters/the-uk-pilots-new-smets-2-smart-meter-for-business-consumers/

LTI.

Good afternoon all,

Personally, I think there is scope for a conversation on the development and acceptance of the Omnimesh/RF solution, within some utilities, some of which are state-owned, in India and globally and also the " New Products " list, that may also provide further traction and opportunities, for the future.

There is always the possibility that a new contract may be received, I stress " ... may be received ... " by 30th June, but who knows, which could also be of interest to many.

John Cronin/CyanConnode will have the opportunity, as I think tonyj has indicated, to update share-holders/prospective share-holders/ the Market in general, on current orders and any new order development that has been disclosed.

So, just over a week to wait.

LTI.

Good morning phucherty and all,

I believe there is starting to be a recognition and realization that the existing Omnimesh solutions that have been developed over the last 18/24 months or so, together with the relatively " New Range of Omnimesh Products " revealed in the 31st March, 2020 Interim Report, signifies a more complete/joined-up set of solutions/products, that are ready for the smart meter market.

Which is now being recognized by the Market and share-holders alike.

http://polaris.brighterir.com/public/cyan/news/rns/story/xl39n3x

LTI.

Good morning Inthetin,

And the same to you. As I have said to many investors on this bb, good luck with your investment, also.

LTI.

A modest, gradual progression/prediction and I must say possibly achievable projection, Inthetin. I like that. And a brighter outlook than what was being forecast on May 22nd, 2020, of " ..... 1p in a month's time could be a decent bet."

That's a month ago today.

LTI.

........... update this morning on the Genus order received during January 2020. And good to see progress now being made with the manufacture of the meters, as well as the " ..... significant progress has been made on software and integration scope of works."

LTI.

Missed a bit,

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

LTI.