Member Info for Longterminvstor

Good afternoon gizmo and yes thank you, I am very well.

Just picking up on some previous posts. It is hard to determine how far Thailand/if Thailand is " .... behind ...... " India, with a population of approximately 70 million in Thailand and India having a population of approximately 1.4 billion.

But as CyanConnode have become well established and respected in India, over a longer time-frame, I can guess which will be the most lucrative smart meter/smart grid market, for CyanConnode and share-holders and that is a good enough yard-stick for me.

Take care gizmo.

LTI.

Good morning gizmo, tonyj and all.

As I highlighted recently and today, Thailand and Bangkok in particular, have had/are having, difficulties/complexities with their electricity infrastructure, which according to the report provided this morning, is estimated to take 10 years to complete. So still some way to go.

CyanConnode have been active in Thailand, since 2019, with the last order of three, I think, arriving in February 2024.

From the February 2024 RNS:-

John Cronin - Executive Chairman ( at the time ) of CyanConnode commented:-

" I am pleased to announce this latest LoA from JST, which not only broadens our engagement in the Thai market, but also demonstrates the expansion of our Omnimesh product range, to include a standards-based Cellular solution. This important development, with a standards-based Cellular product, gives our HES both RF and Cellular capability."

Derek Stamp, CEO of JST commented:-

" We are pleased with the continued success with CyanConnode, on the project in Thailand, which has resulted in a ground-breaking product, that has met the demands of its deployment environment. JST's Partnership with CyanConnode underscores our commitment to leveraging cutting-edge technology, to address the unique challenges and opportunities presented by the Thai market."

One of the challenges within the Thai market, was the adaption of CyanConnode's Omnimesh technology, " ...... which has been integrated into Forth's electricity meters and Oracles meter data management solution, using the frequency bands of 442 and 447MMHz, allocated to the Thai energy utilities, by The National Broadcasting and Telecommunications Commission ( NBTC ) of Thailand." Taken from the December 2019, RNS.

So a different wave-length adaption, for CyanConnode solutions, for the integration into the Thai smart meter projects.

CyanConnode/JST/Forth are at the moment, working for the MEA ( Metropolitan Electricity Authority ). But I seem to remember, it was mentioned in a CyanConnode presentation some time ago, that they may also have an aspiration to work with the PEA ( Provincial Electricity Authority ) at some time in the future. Let us hope so.

Good Luck gizmo, tonyj and all.

LTI.

Or maybe you should have DYOR, if you were that interested, after you were given the original heads-up. Which you obviously didn't.

But thanks for showing some interest. Eventually.

Sorry, missed a bit:-

https://thethaiger.com/news/bangkok/bangkoks-electrifying-plan-to-bury-cables-sparks-into-life

LTI.

.... infrastructure project by the MEA - CyanConnodes end user Partner in Bangkok, via the JST Group - " .... to bury 1,454 kilometres of electrical cables underground, over the next decade." Report dated May 17th, 2024.

Good Luck all.

LTI.

Good morning tonyj and all.

There you have it. But what you should ask yourself, tonyj, is why your bulletin-board-buddy yesterday, trailed the same question as your other bbb trailed over a week ago, when the question had already been replied too, with the reply to you, directly.

If you want my answer, follow the thread.

The " .... problems ..... " in Thailand/Bangkok, have been well documented for some time and seem mainly to be related to outages and cable relocation. Basically they are relocating cables from above ground to below ground. A very big infrastructure contract, in my opinion.

Some of the pictures on various websites remind of the pictures that were shown years ago, from India. And probably still exist in various locations throughout the world, to this day.

Get the infrastructure in first and then plan your project. Whatever it is.

LTI.

Good afternoon tonyj,

No problem and you are welcome. Enough said.

As far as the " ...... 6.5m order from a global Partner ...... " is concerned, that is a bit more difficult. As, at the moment, there are very few dots to join. If the order was for one location, it would be easier. But as it " ...... relates to various smart metering projects in India ...... " it makes it a bit more difficult to track, as we do not know how many " ... hot spots ..... " to look for, or how big they might be.

And in this case, the " ..... global Partner ...... " is calling the shots. But we may get an indication/more information in the FY2025 Annual Results, potentially next month, along with some other news.

But if all went to schedule, with the 6.5m order, the supply of Omnimesh Modules should have started by the end of September/early October 2024.

Take care tonyj.

LTI.

Good afternoon tonyj,

Firstly, in response to your 09:02 post this morning, I think we can all agree ( well, most of us anyway ) that CyanConnode's graduation to AMISP status, is a good move. And will prove to be, as time progresses.

Secondly, your comment of " In the matter of IntelliSmart Framework, on first reading I did get the impression you were referring to all IntelliSmart RF ... ". In my post on June 22nd 2025, at 12:12, June 23rd 2025, at 13:06 and June 23rd 2025, at 18:11, I referred to " .... the original Framework Agreement ...... " and the " ..... IntelliSmart/CyanConnode Framework Agreement ...... ". I did not give any reference that I can find, " .... to all IntelliSmart RF ..... " as you suggested.

Thirdly, your reference this morning to " There was no way to see who the Utilities concerned were, or how many meters were, being issued, as it was an ad-hoc arrangement ", in my view, is incorrect. This was covered in my post on June 22nd 2025, at 12:12, which gave the dates the RNS's were issued, in which the information was given for specific Utilities, the number of Omnimesh Modules ordered, the approximate start date and the progress to the S&M Contract.

I hope this again clarifies what I have actually referred to, over the last few days.

Enjoy the rest of your day, tonyj.

LTI.

..... and scales solutions in Smart Gas, Water, Lighting and EV.

Good morning gizmo and thank you for the heads-up for the DT interview. It is much appreciated.

From the report dated June 19th, 2025:-

" South Africa is now in focus as CyanConnode's next major market. The Company sees strong potential in the region's forward-thinking utilities, which are actively seeking to build smarter grids with inter-connected devices. " Africa becomes a very strategic region," said Rahul Das, Executive Vice President of International Sales. " South Africa's utilities are looking for smarter grids with inter-connected devices and our solution is ready for deployment."

" In addition to expanding its geographic footprint, CyanConnode is extending its product offering. New developments include In-Meter Gateways, designed to simplify deployment and enhance connectivity. The Company is also scaling solutions for Smart Gas and Water metering, particularly in the UAE, as well as branching into Smart Street Lighting and Electric Vehicle ( EV ) Charging Infrastructure - both essential components of modern urban energy ecosystems."

A very encouraging report, gizmo and worth a read. And thanks again.

LTI.

Good afternoon tonyj,

Just to add a bit more clarity, tonyj, I did not indicate that " .... CC is the sole RF provider to IntelliSmart," which is what you implied at 16:23. What I actually indicated at 13:06, was that " I am confident that CyanConnode are the sole suppliers for RF, for the IntelliSmart/CyanConnode Framework Agreement."

I just thought I would clarify that point, tonyj.

LTI.

Good afternoon tonyj,

Just picking up on your concerns from June 21st 2025, namely " I would have been more trusting if it said we, through our Framework Agreement, were sole suppliers of RF."

I am confident that CyanConnode are the sole suppliers of RF, for the IntelliSmart/CyanConnode Framework Agreement. In my opinion, I cannot see either IntelliSmart introducing or CyanConnode allowing the introduction, of a third party RF solutions provider, into the existing Framework Agreement, as the projects seem to be going very well.

I hope this helps, tonyj.

LTI.

Good morning tonyj,

To specifically answer your question on " ...... how many Framework orders have we received ...... " the information has been available for sometime.

I make it 5 orders ( unless I have missed any ) totalling approximately 2m Omnimesh Modules - the original Framework Agreement is for 3m modules, so this will need to be topped-up or re-negotiated - with orders placed May 2023, August 2023 x 2, October 2023 and April 2024. The specific utility for each order, is also contained in each RNS. From the timeline given on the May 2023 RNS, the Support & Maintenance contract for this specific contract if all goes to schedule, should start implementation after August 2025, dependant on when the installations actually " kicked-off ".

You can work out the other approximate S&M contract start dates, from the information given in the appropriate RNS's. If you want to, you can also work out a cut-off date when individual S&M contracts will expire and when a potential new S&M contract will be need to be re-negotiated.

Personally, with a 7.5 year S&M contract length, ( Approximately 10 year including the installation period ) I do not think many re-negotiation(s) for current or later projects, will concern me. I am personally concentrating on the " front end " of the business. The rest will take care of itself.

Take care tonyj,

LTI.

Good morning tonyj and you are welcome.

But I disagree with you, on IntelliSmart, as I do not see any problem with them referring to, as they do sometimes to " ......trusted partners ...... " or even " .... incredible partners ..... ". I sometimes refer to " ....... IntelliSmart and Partners ...... ", which seems to be causing you a problem.

If you look at the NSGM report, you will not find CyanConnode mentioned anywhere - but we know they are there - not for any IntelliSmart contracts, nor MonteCarlo contracts, nor Genus Power contracts, or any that I may have missed out. It's the way that it is reported. Until that changes, we will have to live with it. But CyanConnode tell us what is acceptable to the Client at the time, as we have been told on more than one occasion before. These details are made public through the RNS's, when the contract is placed. It's up to individuals to DYOR, as keeps being mentioned on here quite regularly, to determine how much information you require.

So personally, I do not see a " .... problem with IntelliSmart .... " as you suggested.

The Support and Maintenance contracts, for say a MonteCarlo contract, can be determined from the information given within the RNS's for each individual order. CyanConnode give a time-frame of when the installation will begin, a timeframe of the installation period and a Support and Maintenance period timeframe. All can be determined from the start date, if that is what you require.

The IntelliSmart contracts specifically, are/were allocated from a Framework Agreement, so that is down to IntelliSmart when they release information, or CyanConnode when it is financially prudent. CyanConnode tell us when the order is received, IntelliSmart activate the Framework Agreement as and when they require modules is the way I see it. But IntelliSmart have been releasing some very interesting installation figures recently, on x.com, which are unfortunately too late for this years CyanConnode FY25 figures. But may be interesting for the Post Period Highlights.

As far as anything else is concerned, I DMOR, as you know. Which is enough for me. Along with some other posters research, which is always appreciated.

All the above, is only my opinion.

Enjoy the weekend tonyj, the sun is shinning, yet again.

LTI.

Good afternoon all,

The NSGM report also informs us that so far, IntelliSmart and Partners have installed approximately 141k smart meters over 5 projects, during June 2025. With IntelliSmart and Partners installing a total of approximately 280k smart meters during May 2025, for the same 5 projects.

Good Luck all and enjoy the sunny weather, while it lasts.

LTI.

....... have recently posted x.com, some details on the IntelliSmart intiative for " ...... walk-in interviews ..... " and IntelliSmarts " ..... continued efforts to attract skilled talent and build future-ready teams for the evolving power sector."

https://x.com/Intelli_Smart/status/1935672954882253221

Good morning all,

IntelliSmart have also recently posted some information on the smart meter progress of various DISCOM's, that may also be of interest.

https://x.com/Intelli_Smart/status/1935272213521047642

Good Luck all.

LTI.

Hello all,

On the back-drop, there is also a Case Study for the Metropolitan Electricity Authority ( MEA ) in Bangkok, which may also be of interest for future presentations. As we should know, the MEA is the utility/authority, that CyanConnode provide smart meters to, through JST and Forth.

A very interesting presentation.

Good Luck all.

LTI.

Good morning all,

Contained within the Rahul Das report, Rahul mentions about smart gas and smart water meters, being an opportunity for CyanConnode in the UAE, in the future. CyanConnode also seem to be looking into smart street lighting and EV charges as another opportunity, in the region.

An interesting and informative report.

Good Luck all.

LTI.

........ have posted on x.com, a report which was made during the EnlitAfrica exhibition recently - " ..... Rahul Das shares how terrain tested IoT solutions, deployed across India, the UK, Thailand, the UAE & more, are ready to power Africa's smart utility future."

https://x.com/CyanConnode/status/1935214176500367839

An interesting, informative video is included.

Good Luck all.

LTI.

Good evening all,

Interestingly, both the Sanctioned and Awarded sections have increased by circa 1.4m, so far during June 2025, with the project in Punjab being the main beneficiary, with HPL Electric, being the Lead for the project.

Very interesting.

Good Luck all.

LTI.

Good evening all,

The MonteCarlo and Partners smart meter project in Maharashtra, has increased smart meter installations by approximately 386k, so far during June 2025, with the smart meter project in Madhya Pradesh, also for MonteCarlo and Partners has increased smart meter installations by approximately 40k, during June 2025.

Both progressing quite nicely, I feel.

Good Luck all.

LTI.