Member Info for Longterminvstor

Hello 2cv,

Thank you for your reply, anyway. I will leave the question open to anyone that answer it. Preferably with a documentation link, rather than just an opinion.

Good luck with the possible house move.

LTI.

Sorry,

This question is open to anyone that can answer it.

LTI.

Good morning 2cv,

Unless I have missed it, from the information you have given, " not spot " installations do not seem to be covered. Is there any specific information that you know of, that explains when/where/which company, has installed a " not spot " meter, for the Telefonica/Toshiba contract?

Good luck,

LTI.

Good morning Chianti,

It is good to hear from you again and thank you for the reminder on the Genus Power conference.

Good luck,

LTI.

Good morning Bull.Bear,

The report you posted, which we have seen before, is not outdated. It gives the figures for meters installed, since the India Smart Meter Pilot's began, along with some other relative information on projects.

Your report also gives goes on to say, beyond the already installed 200,000 smart meter figure, that " ....... it is expected another 15 lakh will be deployed by end-2019."

15 lakh = 1,500,000.

Which to me, seems a very achievable figure.

Good luck,

LTI.

....... a Newsletter, for March 2019.

https://cyanconnode.com/news-events/newsletters/

LTI.

Good evening Bull.Bear,

Thank you for the EDF/GPRS/PLC information. It is appreciated. The Linky smart meter has been around successfully, for a few years now, especially in France. And I believe, also some installations in Spain?

Interestingly, the Omnimesh/Omni IoT solutions, is able to:- " Support the management of other network technologies ( PLC, LoRa ) through one platform."

And according to the illustration, cellular also. So, we will have to see if any/what opportunities arise, out of the development of this solution.

https://cyanconnode.com/solutions/omni-iot-platform/

Interesting times ahead.

LTI.

Good morning Bull.Bear/Imperiallondon and all,

The EESL project for a tender for 10 million prepaid meters, I understand was not for an RF solution, probably not for GPRS and not budgetted for " smart." It was targetted for rural communities, where it was essential, for them, to just get on the grid.. Access to a lightbulb, was deemed as progress. And it was.

But your post, Bull.Bear, from November 2017, suggested that leading international companies, had " ..... expressed their interest ........ " in the tender, but by March 2018, their interest seemed to have cooled.

https://www.business-standard.com/article/companies/tender-for-10-mn-prepaid-meters-attracts-12-bidders-large-players-keep-out-118032100501_1.html

Your point about meter installations, is made in this report from March 2018, when an industry executive mentions, " ....... Typically, it takes a year you install a maximum 500,000 to 1 million meters. Here, UP alone has an order of 10 million prepaid meters and 5 million smart meters. First servicing of a smart meter is due in three years from the day of packaging. How will they install so many meters, especially when there are so many replacements also to be done?"

I have noticed that recent EESL tenders have been of a lower number, giving a more controllable project, for the time-frame envisaged.

In the UK, it has taken 5/6 years, since the smart meter roll-out was started and we are now experiencing the second attempt at progressing, through SMETS2.

So every country/company can learn leasons and progress.

Thank you for your original information reminder.

LTI.

Or if the webpage does not work, try:- Mobile phone operators told to fix countryside " not spots."

LTI.

Good afternoon all,

Some relevant information, I believe, from a Financial Times report on the existance of " not-spots," posted on February 15, 2019.

https://www.ft.com/content/533bc07e-311b-11e9-8744-e7016697f225

LTI.

Good morning all,

Arden are in the process of setting up a new research portal, so that the CyanConnode research notes, can be/will be, able to be accessed through this new portal, which will hopfully be towards the end of the month, or there abouts.

Much as happens at the moment, with the FinnCap research portal, for CyanConnode and other companies general information.

LTI.

........ smart meter installations.

https://www.smart-energy.com/industry-sectors/business-finance-regulation/uk-hits-500-000-smart-meters-install-rate-must-double-smets2/

LTI.

Good morning CB. Not a lot more to discuss then. Except for looking forward, to October 1st 2019. LTI.

Thanks for that CB,

Q3 sounds a more realistic time-scale, with what we know. Which makes me wonder why a Placing is mentioned during Q1?

But that will also depend on the revenues that come into CyanConnodes bank account, from various projects, during Q1 and Q2 2019, in particular, that could/should give the Company some additional working capital and could/should also extend the Q3 Placing time-scale, you have predicted.

And the bank loan question. I am not qualified to give you a definitive answer. But you probably know that. And if anyone gives an answer, someone of a similar qualification, may give a different answer to your question.

Especially if they are the ones lending the money.

LTI.

Thanks for that CB,

But as I am not surgically attached to my computor, I have just finished watching New Tricks, so other interests took president. But thank you for your insight.

And still no answer as to when the often mentioned Placing, is to take place.

You conveniently side-stepped the original question I posed to jake, which you decided to get involved with, to move onto a question, to me, about a company bank loan, without answering the original question.

But you did answer it in your own way. You said " .... it's not an easy one to date ....... "

So, in effect, you do not know when, or indeed if, a Placing will be needed. Which is fine.

You also have a good weekend.

LTI.

Hello jake,

I will leave it as what you said then jake, as " ...... when the cash runs out." Or maybe even down to " ..... how many first class flights and awards they need to pay for ....... "

You have a good weekend.

LTI.

Thanks for that jake.

And by the sounds ot it, Inthetin and Colourbounce have no idea either. So " ....... when the cash runs out," is about as close as we will get. Which makes me wonder why it is continually referred to, as though it was definitely not far away?

I would have thought if it was that close, one of you would know when you thought it was going to happen.

On your question about a bank loan, personally I do not know the criteria a bank would use for qualification for a business bank loan. But, with even blue-chip companies, especially in the retail and manufacturing sectors, are finding very difficult trading conditions, I would imagine that any bank nowdays would protect its cash assets as required and would be very risk averse, where neccessary.

LTI.

Hello jake,

I remember you mentioning about a cash call at the beginning of the year. Care to hazard a guess as to when you think that will be?

LTI.

Hello tonyj,

I agree and CyanConnode have confirmed, that the business model for Beijing Instruments and other Companies that wish to follow the same path eventually, will mean less capital expenditure for CyanConnode, for which ever Company it is that produces the solutions and just pays CyanConnode for the right to manufacture a certain number of modules.

It has been spoken about for some time and has taken time to go forward with a Company, that CyanConnode are confident with to manufacture the particular solutions.

LTI.

Hello jake,

Yes indeed, the Arden report was very open in their " risks " as well as what they see as " rewards." So a balanced report, I thought.

And as CyanConnode and John Cronin in particular have recognised, CyanConnode share-holders have been " subsidising " and supporting the Company in general, through Placings over the years.

Which may not be all that common, in years to come.

LTI.