Member Info for Longterminvstor

........ included within Vas' report, posted at 17:52 today, are explained in Note 35, page 85, in the 2018 Annual Report.

A brief description/explanation kindly passed on by the Company, tonight:-

" The intercompany loan referred to between CyanConnode Holdings and CyanConnode Limited, arises because CyanConnode Limited is the trading entity for the Group and is the entity where all running costs of the business in the UK are ( including all R&D that has taken place.) The loan covers the time period from when the Group was incorporated, to the reporting date."

I hope this helps.

LTI.

Sorry, missed a bit,

The report mentions about " ......... Chinese players ..... " on page 5 and various tenders on page 6. The report also goes on to mention EESL specifically, on page 7 and Mr. Jitendra Agrawal goes on to confirm that a 5 million tender ( from EESL ) " ...... which will be due in October 30, 2019. We think it will be further postponed to mid-November and it should be quoted."

I do not think this is a new, but a re-cycled one, from the terminology used. No reference that I can see, to any region/town/city, but the tender is for pre-paid meters. Which may be the reason it has been re-jigged/re-cycled.

Interesting information.

LTI.

Good afternoon tonyj and all,

I noticed this earlier, but have not had chance to post it today. Maybe this will work.

http://genuspower.com/wp-content/uploads/2019/10/Transcript_Investor-ConCall-24.10.2019.pdf

LTI.

Good morning Vas/CB,

I would say you are correct Vas, with your interpretation. And any new contracts/values and any other relevant information could/should/will be given to the Market and share-holders, by CyanConnode initially, as and when it becomes available.

LTI.

........ for the Company share price today, on disappointing news that anticipated contract announcements have been delayed.

But hopefully that is all it is. A delay.

LTI.

Good morning Vas,

There are many twists and turns that have taken place with various contracts. I would imagine that there will be many more twists and turns also, with a contract of 4/5 million meters and other high volume contracts, before they are completed.

It is also my understanding that the L&T mentioned in the report, is L&T ( Constuction ) another subsidiary of the L&T Group. Not L&T ( Electrical & Automation ) who CyanConnode have dealings with. Which is being purchased by Schneider Electric, with a completion date for the deal, during 2020.

LTI.

Hello Vas,

Thanks for the reminder information and the new information on the Uttar Pradesh, pre-paid meter project. It looks as though we will have to wait and see how/if different solutions are allocated and the stages at which they will be installed. As I cannot see a preference indicated.

Thanks again.

LTI.

Good evening Pedro,

Whatever the timescale for the evaluation of the Hybrid solution turns out to be, through to completion, the initial order is " ...... from a new Partner for an Indian state-owned Utility, who is also a new end-customer."

And the Hybrid RF Mesh and Cellular communications solution may/could open up a completely different market for the Company. A market and an opportunity that you would think, had been identified by either the Client or the Company, for the solution to be developed.

So CyanConnode are breaking new ground with this order, in more ways than one.

Good to hear from you again Pedro.

Good luck,

LTI.

Good morning TillyTish.

I agree. And it will be interesting to see where the commercial demand actually comes from.

LTI.

Good morning CB and all,

An interesting comparison you bring up and one in which I totally agree.

A comprehensive history on the development of Radar, as you bought up WW2 technology, which may be of interest to some. And we all know what a difference that made and has made over the years.

So maybe we ought to get excited. Well, at least some of us.

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

LTI.

.......... on the developing global smart meter markets, from 2018 through to 2024.

It covers some regions that had been involved with the " first wave " of smart meter installations and also goes on to mention those regions that are looking to be part of the " second wave " of the smart meter/smart grid development.

From the report:-

" Smart metering is widely regarded as the cornerstone for future smart grids and is currently being deployed all over the world, with a growing number of large-scale initiatives now being launched in developing countries. The Asia-Pacific constitutes the largest market by far, while North America ranks as the third-largest market after Europe."

The Asia-Pacific region, it is reported - " ..... defined as China, Japan, South Korea, India, Australia and New Zealand - is projected to se the installed base of smart meters increase from 618.8 million units in 2018 to 975.0 million units in 2024. At this pace, the four Asian markets of China, Japan, South Korea and India will alone surpass 1 billion installed smart electricity meters by 2025."

There are also other regions that are mentioned and the report also mentions about different technologies that are being used, such as PLC, Cellular, RF and the NB-IoT.

There are also two lists towards the end of the report. One indicating the participants for Smart Metering in North America and Asia Pacific and the other for participants in Smart Metering in Europe.

CyanConnode are mentioned in both. Along with 5 of our known Partners included for Smart Metering in North America and Asia-Pacific and 6 of our known Partners included for Smart Metering in Europe.

http://markets.financialcontent.com/stocks/news/read?GUID=38589951

An interesting report.

LTI.

Good afternoon CB,

Just to clarify my position. " By the end of October " is what John Cronin has said. I take that to mean October 2019. If it slips for a good reason, then I will take a judgement on that situation, if/when it arrises.

And I also doubt whether certain posters on here hold any stock at all. I have thought that for some time.

LTI.

Sorry Vas,

Should read " .... implementation."

LTI.

Good morning Vas,

Very interesting. And very encouraging also, that the smart grid/smart meter rollout, is anticipated to grow enough that EESL will need a hand with its implemetation.

Thank you for the information.

LTI.

Good morning Ted,

I don't believe I ever encouraged you to buy any shares, as I don't believe I have encouraged other posters or investors to buy shares. I just have a different opinion to you.

And I certainly did not encourage you to sell your holding. You arrived at that decision all on your own.

But I was one of those who sympathised with you after you sold and tried to give you some support after the hit that you had taken. A lot of good the sympathy seems to have done me, taking your last post into account and others over the years.

But you must have bought back in, because recently did you not confirm that you were " .... glad I got out at 22p." I remember you were also encouraged by the EIS opportunities the Company offered and the winning of the original Iran contract. That did not come from me.

You also have a good weekend Ted.

LTI.

Good morning 2cv/Pedro and all.

I think your stance 2cv, is a very credible one. There are, I am sure, still opportunities to be developed. As I am sure there are opportunities that have been developed and are approaching the contract decision stage.

So, as you have indicated, October, November, December 2019 and into 2020.

Time will tell.

Good luck,

LTI.

......... as we have recently been reminded, were originally/are involved in Iran.

Hexing were also involved/included in an EESL tender during the summer of 2018. But were eventually pipped at the post, by another Chinese Company, called Inhemeter.

https://business-standard.com/article/companies/chinese-firms-eye-smart-meters-market-as-govt-wants-to-bring-down-prices-118071001362_1.html

If the webpage does not respond, please type-in:- Chinese firms eye smart meters market as govt wants to bring down prices.

Some information on Inhemeter:-

http://inhemeter.com/en/About.aspx

From the RNS dated 5th August, 2019:-

Fan Jianqing, GM of International Trade Department, Hexing, commented: " As a leading provider of advanced metering infrastructure, we are pleased to offer CyanConnode's IPv6-based Omnimesh solution as part of of Hexing's portfolio. CyanConnode's RF Mesh technology provides a cost-effective, scalable communication network, that can be integrated and deployed with ease."

Some interesting building-blocks for the future, being positioned, I feel.

LTI.

Good evening Pedro,

On looking back, a few of us ( you, Imperiallondon, myself and a few others ) were posting at the time about the order for the Hybrid RF Smart Mesh and Cellular development/order. And the possibility of it being deployed in connection with a cellular network. But we understand it is being tested by " ...... a new Partner for an Indian state-owned utility, who is also a new end-customer."

But the Hybrid solution is an interesting development.

From Anil Daulani's RNS, accompanying the Hybrid order:-

" I am pleased to announce this order for Omnimesh from our new Partner, whose end customer is an Indian state-owned Utility. Omnimesh is a proven technology, which enables Utilities to gather complex, accurate and timely data, thereby reducing non-technical losses. I am excited that it is now being used for the deployment of a hybrid RF Smart Mesh and Cellular network."

And this is a " ... state-owned Utility .... " Not an independant utility.

From memory I cannot remember the " lodged " word being connected with the particular contract you mentioned. But maybe that was what Imperiallondon was referring to earlier?

Whether " .... the penny has dropped ....... " we will have to wait and see, if we find out in due course.

LTI.

Hello Imperiallondon,

It is a job to keep a track on the various EESL tenders and at what stage they are at. But I do not remember an EESL tender going " ..... belly up."

So whether this is a " ..... re-run of a failed EESL tender " I cannot say. The EESL projects are difficult to track at times, as they progress and change. But if a tender/contract fails/changes, you would think they would issue a cancellation notice and start again.

But an interesting point you are making.

LTI.

........ at the Elecrama exhibition, in Greater Noida, India, from 18th to 22nd January, 2020.

http://cyanconnode.com/events/

LTI.