Member Info for Longterminvstor

Hello tonyj, I understand it to mean, the way it was written and is also in the April 2018, Trading Update. " During 2018, the Company expects to benefit from the roll-out of the UK Smart Metering Implementation Programme. Licences for the contract were supplied by Connode and paid for, prior to its acquisition by the Company in 2016 and these have been built into the roll-out." I would think that this is part of the original, GBP25m basic contract. Not including or allowing for the additional " not spot " projected figure, which, as yet, is not confirmed. But that is only my opinion. LTI.

Hello tonyj, It is not an " update " from me. The figures have been there for anyone to read and digest, for over a month. The 2017 Final Results, will give definitive figures, for all departments/segments of the business. The Post Period Highlights will inform share-holders of any significant additions to the end of year results. And the update on trading progress, for the first 4/5 months of 2018, we are told, will accompany the Finals Results. LTI.

Hello CB, Not long to wait for all to be revealed. But if you want to take a stab at it, with " ...... the numbers you already know ..... " feel free. LTI.

........ Trading Update:- " As a result of the increased spending on R&D, in 2017, which was to develop the Company's new standards-based Omnimesh platform, an R&D tax credit refund claim, will be submitted this month for GBP1.4 million ( 2016: GBP0.7 million.) This includes an amount for claims submitted for the Swedish entity, in prior years." That seems very specific to me. LTI.

........ Trading Update:- " The Company will provide a further update on trading progress, alongside its annual results announcement for 2017, which is expected in mid-May, 2018." On continued expenditure:- " The Company has taken positive steps to manage and reduce the cost base, with significant reductions being made in the last 6 months. The cost base from July 2018, is expected to be around �640k per month, which is significantly lower than 2017." LTI.

Oooooops, Sorry, Should read:- https://www.metering.com/industry-sectors/smart-grid/tnb-smarter-grid-malaysia/ LTI.

...... RM18.8 billion ( US480 million ) capital allocation to invest in its transmission and distribution grid, until 2020. https://www..metering.com/industry-sectors/smart-grid/tnb-smarter-grid-malaysia/ LTI.

.......... seeks partners for smart city initiatives. Not sure how this fits with the UK smart meter program, but the Council is looking " ....... to attract up to GBP1bn to direct towards energy infrastructure from local, national and international businesses, over the next decade." https://www.metering.com/news/bristol-city-smart-partners/ LTI.

You are welcome tonyj, I am sure that John Cronin will be telling shareholders about any news that becomes available, over the next coming days/weeks/month's. When it happens, of course. The results will be, what they will be. Have a good weekend. LTI.

Hello tonyj, We have all received information over the last few month's. If I have gleaned something that you do not know, from that information, that is down to my inquisitive nature. I have picked up information, given by the Company, by various people through BRR Media presentations, over the last few month's and bought it to the bb's attention. If I thought it was relevant. Make of that, what you will. LTI.

I know CB, Exciting times ahead, at least for some of us. Maybe even regarding " ...... multiple contract wins ....... ," as you put it. But that will happen, when it happens. But there is no need to wonder too much, about this years " Buzz Word," as you call it. I think the one you have used before, in relation to EESL, I think, will do just fine. " I told you," works well for me. LTI.

Good morning Multi/tonyj, You are both welcome. Some " light " reading when you have the time, no doubt, Multi. An interesting passage you may wish to include in your reading material, is from the ISGF Innovation Awards, when John Cronin commented:- " During implementation, this project has become a valuable reference for the wider Indian Smart Grid community and in July, Energy Minister DK Shivakumar, inspected the first phase and confirmed that CESC, based in Mysore, will expand its smart grid project, to the entire city." Something to look forward too. But no timescales given. But still a positive comment, from the Energy Minister, Mr. DK Shivakumar, I feel. http://cyanconnode.com/cyanconnode-wins-platinum-at-isgf-innovation-awards/ Good luck. LTI.

..... April edition, has been published. http://www.indiasmartgrid.org/newsletter.php Interesting information concerning CyanConnode:- - CESC Mysore:- - Project is completed. Application integration is completed. - UGVCL Gujarat:- - 5,000 meters installed at Naroda site & 2 DCUs are installed at site. - 15,500 meters have been inspected after production. - Data Center equipment procurement is completed. - Control Center Hardware FAT has been completed. - MDMS-HES Integration work is in progress. The order for the the Gujarat project was received by CyanConnode, during July 2017, on a potential 18 month roll-out. LTI.

Hello Multi, It would be beneficial, if the contracts that we are hoping for, come to fruition. Accompanied by maybe the odd " Wild Card " contract. Hopefully. And not forgetting the all important revenue acknowledgement, in the Final Results. But I feel there have been some fairly positive statements, from senior people within CyanConnode recently, so time will tell. It is good to here from you again Multi. Good luck. LTI.

You are welcome Vas, And some interesting information that you posted on Meralco, that I had not seem before. Thank you. Good luck. LTI.

......... smart grid region/market is expected to grow over the next few years. https://www.metering.com/magazine-article/apac-region-smart-grid/ Thailand - is expected to install 1.3 million meters by 2024. Malaysia - is expected to install 8.3 million meters by 2021. There was a Company called YTL, which is an integrated infrastructure developer, within Anil Daulani's presentation, during November, 2017. Meralco - is headquartered in the Philippines, that I have mentioned before over the last couple of years, who are looking to install 3.3 million meters by 2024. An interesting global report, for anyone who wants to read it. Good luck. LTI.

Hello Vas, A good find. So they have had the pre-bid meeting already, on April 8th, 2018. Very interesting. And an interesting period of possible opportunities we are entering, I feel. Especially with the information received through the RNS's, on 4th January, 2018 and 10th April, 2018, coupled with the presentations given via BRR Media, by Anil and Sylvian. Thanks again. Good luck. LTI.

Good evening Multi, I thought that deal had been concluded rather quickly, but then I noticed in the report that you posted, that the regulatory approvals will take 18 month's. But thank you for the information. It is mush appreciated. Good luck. LTI.

..... or REC, ( who we were discussing last week ) have been part of the scheme to connect all Indian villages to the National Grid. The next step, as it confirms in the last paragraph, is to " ....... provide electricity connections to more than 40 million families, in rural and urban areas, by March 2019, under the Pradhan Mantri Sahaj Bijli Har Ghar Yojana ( Saubhagya.) Still a long way to go. But they are making progress. https://www.metering.com/industry-sectors/energy-grid-management/india-electrification/ LTI.

Good morning tonyj, I/we have been made aware of this project, by other poster notifications. It would be progress for/in, a different industry if, ( and I say if ) it were confirmed that CyanConnode were involved. But as we as investors, have not had it confirmed by RNS, officially, we cannot be totally sure. But as it has been confirmed in the 10th April, 2018, Trading Update, that there has been " ..... increased spending in R&D in 2017 ....... " we will have to wait and see if there is anything specific that can be revealed, in the Finals Results Report. Or whether that would give to much detail away, to CyanConnode competitors, in revealing in detail, where the R&D has been invested. LTI.