Member Info for Longterminvstor

Hello CB,

Can you please point me in the direction of the " ...... wasn't received as logical when I reported it ...... " post.

LTI.

Good morning CB,

Fair enough. So the L&T you are referring too, for the systems integrator, is from the reverse auction, so that would be L&T ( Construction )?

Can you point me in the direction of the " ....... wasn't received as logical when I reported it ....... " post. I don't seem to remember satellite smart meters being mentioned. I must have missed it.

LTI.

Good morning Vas and all,

Thank you for the information Vas. An interesting development.

What would be even more interesting, would be to know which meter manufacturers, have been/are being used, for the project, plus the systems integrators used? Are they Chinese for instance? How is the technology different? How much of the $200 million loan, has been invested in Varanasi?

As I said, an interesting development.

LTI.

Good morning tonyj/chem and all,

I understand that CyanConnode's technology, was evaluated by CyanConnode's Partner against PLC, LoRa and Sigfox, for the Bangladesh order and were found to be the most efficient and competitively priced solution overall, compared with the other 3.

LTI.

Hello Vas,

Thank you for the Hindu report. I think from your news report, what the authorities/utilities generally have to remember, is that they are going to make money/save money, through power loss/theft reduction, by installing smart meters. They should get paid more, for the energy they produce. They are not at the stage yet, where they can also lump on a tariff increase, to make even more money.

Good luck,

LTI.

Good morning Vas,

Thank you for the information on Tamil Nagar.

Puducherry, also a coastal city/region in Tamil Nadu, one of the early projects floated by the ISGF, for the 14 original pilot schemes and won by Dongfang, is due for completion during 2018.

But it is encouraging that they seem to be considering " ...... a hybrid communication which will include RF," for smart cities. Tamil Nadu seems to have come a long way, since the early days of the smart grid projects.

Interesting information.

LTI.

Good morning tonyj and all,

Just in case it is of interest:-

https://ieema.org/wp-content/uploads/2018/10/smart-Grid.pdf

If the link does not travel well, you can access it through the CyanConnode, Events webpage:-

https://cyanconnode.com/events/

LTI.

Hello CB,

Do I detect, from you, a mildly positive segue, into, " ........ 2018 isn't done, massive orders could still land ....... " A foot in two camps, maybe?

LTI.

Good morning Tabither09,

Hold on to those thoughts and we will see where the journey takes us.

Good luck,

LTI.

Good luck with your investment, Mozax.

LTI.

From the RNS, concerning the Rest of the World opportunities:-

" In addition to the above orders, currently held by the Company, it has a large pipeline of opportunities in territories such as, Indonesia, Philippines, Thailand and Ghana, that it is working on with partners. These opportunities are at various stages of completion."

From a report published during September 2018, about the South East Asia region:-

- " The largest markets are expected to be Indonesia, Malaysia, Thailand, the Philippines and Vietnam."

- " However, the countries in the region do not have records of high non-technical losses, or high levels of electricity consumption, as in other countries adopting smart grids."

- " Ben Gardner, president of Northeast Group, said " Southeast Asia has lagged a bit behind expectations, as a region, but some key changes have come about only in the last year or two and things are finally starting to take shape."

- " Singapore and Malaysia, are clear leaders in the region, already starting national smart meter roll-outs. Thailand has also demonstrated a real commitment to smart grid infrastructure build-out, with long-standing plans finally underway, which should help to jump-start the rest of the region."

- " Several prominent international vendors are already active in the region, while a handful of local vendors have emerged as key suppliers, as well."

https://www.smart-energy.com/industry-sectors/smart-grid/southeast-asia-9-8-billion-smart-grid-infrastructure/

LTI.

You are welcome also, tonyj.

Good luck,

LTI.

No problem 2cv, you are welcome.

Good luck,

LTI.

From the RNS, concerning the UK smart meter roll-out:-

" CyanConnode's contract is with Toshiba, for its SMETS2 Telefonica Communications Hub and consists of software licence support fees. The Toshiba contract was originally calculated to deliver GBP24m of revenue, based on assumption that 10% of SMETS2 meters would be located in " Not-Spots." However, Energy Suppliers are now finding that dwellings with thick walls, or in blocks of flats, or in areas with poor mobile signal, are contributing to one out of three meters being located in " Not-Spots." Consequently, if the percentage of meters, located in " Not-Spots " is more than 10%, then CyanConnodes revenue expectations from the contract, will increase on a pro-rata basis. CyanConnode understands the roll-out of SMETS2 has commenced and expects it to gain momentum in the fourth quarter of 2018."

So if the CyanConnode original contract, for the UK smart meter roll-out, was worth GBP24m, working on 10% " Not-Spots," and 1 in 3 meters are now projected as being located in " Not-Spots " areas, which would give a 33% potential " Not-Spot " coverage, with a potential, original contract value x3.

LTI.

Oooooops sorry,

Try:-

https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapid=416000

LTI.

....... about a project in one of the " Stans."

Uzbekistan signs 30 billion smart meter deal, with South Korea-based telecoms company, KT Corporation.

https://www.smart-energy.com/industry-sectors/business-finance-regulation/uzbekistan-signs-30-billion-smart-meter-deal-kt-corporation/
https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapld=416000

" 30 billion " sounds a lot of money, but it does not specify which currency is involved. But equating " ...... the 2015 deal, I million meters were installed ...... " was 120 billion, or $106 million. The 2018 deal, looks approximately a quarter of the 2015 deal.

So 30 billion equates to between $26/$27 million. Or approximately GBP20m/GBP21m.

LTI.

Hello Inthetin,

There, you answered your own question, in your own way. Which I thought you would, eventually.

I am not qualified in what you are thinking or what you may be thinking about. But I am sure you are capable of asking the appropriate question, to the appropriate person, so that you get an appropriate answer.

That is if you really want an answer? Or maybe you just want something to bat about on the bb?

LTI.

From the RNS, concerning the UK smart meter roll-out:-

" Embedding CyanConnodes's Technology, into Toshiba SMETS2 /Telefonica Communications Hub, has enabled smart meters to be located in " Not Spots ". Anthony Shaw, Telefonica UK Smart Metering Director, said CyanConnode is one of the very few suppliers, globally, that has the experience and leading-edge technology, to support Smart Meter deployment, in areas where there is no cellular coverage."

The visibility, from the Telefonica Smart Metering Director, seems very clear. At least to me and I suspect others also.

And maybe other telephone/telecommunications companies, globally, will be open to CyanConnodes technology, in the future?

LTI.

From the Placing/Funding RNS:-

" The Board believes that raising equity finance, by way of the Fundraising, is the most appropriate method of financing, for the Company, at this time. This allows certain existing and new investors to participate in the Placing and Subscription, whilst also providing the Company's loyal and supportive Shareholders, with an opportunity to participate in the Open Offer, in recognition of their continued support to the Company. The Board believes that the potential value creation, for the benefit of Shareholders, arising from the Fundraising, outwieghs its dilutive effects."

LTI.

Good morning all,

From the Placing/Fundraising RNS:-

" The Board believes that the Fundraising will provide CyanConnode with sufficient resources to achieve cash flow break-even, based on current expectations."

LTI.