Member Info for Longterminvstor

Good morning Vas and no problem. Whatever Graeme is doing, I am sure he is making a success of it, as he did at Cyannnode.

LTI.

Good evening Vas,

Does Graeme still work for CyanConnode? He does not seem to be part of the new structure of the Company.

https://cyanconnode.com/about/team/

Apologies if I have got it wrong.

Good Luck.

LTI.

Sorry, hopefully should read:-

http://cyanconnode.com/wp-content/uploads/2021/05/210504-Hardman-CyanConnode-The-smart-in-smart-cities.pdf

LTI.

..... PEA and MEA - Hardman Report - 4th May, 2021 - The " smart " in smart cities:-

https://cyanconnode.com/wp_content/uploads/2021/05/210504-Hardman-CyanConnode-The-smart-in-smart-cities.pdf

Page 33:-

" Alongside the MEA, the other main utility in Thailand is the Provincial Electricity Authority ( PEA ). which has a much larger customer base, across 74 provinces in Thailand, representing around 15 million households. This is evidently a key target customer for CyanConnode, over the next few years."

Confirmation of what I mentioned earlier today, tonyj.

Interesting times ahead, I feel. As do others also, I am sure.

Good Luck all.

LTI.

...... " ........ @CyanConnode is paving the way for a smarter, more connected future."

https://x.com/CyanConnode/status/1843239237426253982

Good Luck all.

LTI.

Good morning tonyj,

No mention of anything specific to the PEA, that I know. Although I do remember something 2 or 3 years ago, that may have been in a CyanConnode presentation, about the PEA and the MEA coming forward with larger tenders. But as I said, nothing specific to the PEA.

If I come across it at some point, I will post it.

Another point worth remembering, is that CyanConnode in Thailand, provide a solution that covers the 442MHz/447MHz range ( I think ), so the CyanConnode/Thailand solution shows the adaptability and flexibility of the Omnimesh solution, to adapt to regional/global changes/rules.

What Mr. Derek Stamp, CEO of JST referred to as " ...... a ground-breaking product that has met the demands of its deployment environment."

Good Luck all.

LTI.

..... John Cronin commented in the 12th February RNS:-

" 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 a 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."

The expanding opportunity with the MEA, through our Partnership with JST and Forth, is a real possibility for the future.

Good Luck all.

LTI.

...... so far, from the Annual Report and Accounts, 2024:-

" Thailand "

" CyanConnode, in collaboration with Partners JS Technical Services Co Ltd. ( JST ) and Forth Corporation Public Company Limited ( Forth ), continues to advance the Smart Metro Grid ( SMG ) project for the Metropolitan Electricity Authority ( MEA ), which is nearing Go-Live stage. In February 2024, CyanConnode secured a Letter of Award (LOA ) to supply 101,360 CNIC ( Cellular Modules ) to expand the ongoing MEA SMG Project. This LOA will be fulfilled after the project's Go-Live phase. Additionally, CyanConnode also received supplementary orders from JST, one in May 2023, for the supply of 3,000 RF Modules and another in October 2023, for 4,600 Cellular Modules to fulfil additional requirements for the MEA Smart Metro Grid project. These orders were were completed in FY24."

Good Luck all,

LTI.

Other companies may be " ..... superior ..... " to CyanConnode in size, tonyj, but solutions wise, CyanConnode can hold its own very well, I feel, with larger companies providing an RF solution.

LTI.

Good afternoon gizmo and all,

In reply to your post on Friday, 4th October, 2024, at 15:11, Trilliant have been providing solutions to Malaysia and also Thailand, for a number of years now, as well as other countries.

As CyanConnode develops various global regions, they will probably find/have found, that larger, more well known companies have already been developing that particular market, for their particular products and services, for a number of years.

Cyan(Connode) had that particular situation in India and accepted the challenge and have been successful over the years. In my opinion.

RF was not the solution of choice, 10 years ago in India. Nowadays, it seems to be gaining more acceptance, both in India and globally.

Long may it continue.

I have no doubt that CyanConnode will accept/is accepting more challenges like India, as time progresses.

Good Luck all.

LTI.

Good afternoon tonyj,

I have provided some information on a couple of Companies on the list, that I found of interest. One is an infrastructure Company, called Sunway Construction and the other is Sarawak Energy, which is a regional utility.

- Sunway Construction is a leading Malaysian Infrastructure Company, similar to the companies that CyanConnode is becoming more involved with in India:-

https://www.sunwayconstruction.com.my

- Sarawak Energy is a regional utility, that only seems to have a small customer base, by comparison to opportunities in India, but they did have a smart meter pilot project running from 2019, the main project will carry on through to 2029.

https://www.sarawakenergy.com/media-info/media-releases/2022/sarawak-energy-launches-smart-metering-replacement-programme

https://www.sarawakenergy.com/about-us

Good Luck tonyj and all.

LTI.

...... has been confirmed over the last few months or so, as a potential smart meter market of interest, to CyanConnode, having 10 leading Power Companies offering a variety of services, in one form or another.

https://www.mordorintelligence.com/industry-reports/malaysia-power-market/companies

A very dynamic and growing market/region overall, I feel.

LTI.

.... from the CyanConnode Annual Report and Accounts, 2024:-

" Malaysia:-

" As part of its APAC expansion, is actively collaborating with multiple utilities in Malaysia. The Company is currently in the process of certification of its radio products by Standard and Industrial Research Institute of Malaysia ( SIRIM ) for MCMC certification."

" ...... is actively collaborating with multiple utilities in Malaysia."

Very interesting indeed.

Good Luck all.

LTI.

..... is being promoted on x.com, by CyanConnode, who are attending the event from 8th - 10th October, 2024, in Kuala Lumpur, Malaysia.

https://x.com/CyanConnode/status/1841864792102916239

As highlighted yesterday, I believe, by gizmo.

Good Luck all.

LTI.

..... Re: Directors Talk - CyanConnode - Driving Innovation - 16th August 2024 - 08:31:-

" Hi tonyj,

If this company is such a nailed-on cert to succeed, where are the buyers?

Why aren't you, LTI, Vas etc filling your boots every day, day in day out, while the SP is at 7p - 8p?

I've had a bit of cash set aside for a while to buy when the share price gets to 8.5p - 9p, but its become evidently clear that's not going to happen.

The situation is farcical and the shares should be suspended."

And now CyanConnode are capable of achieving £180 million market cap. How times have changed.

Incidentally, John Cronins aspiration that CyanConnode would one day be valued at $200m - by todays exchange rate that is circa £153m and with a 358,891,036 shares in issue, at the moment, that equates to a circa 43p per share valuation.

Very achievable, from my point of view.

Good Luck all.

LTI.

Good afternoon tonyj,

Share-holders/traders, will always trade shares. It is what they/we do. Sometimes the share price continues to rise, sometimes it goes down, on the trading or sentiment.

Trading has occurred over the last week, in both Buys and Sells and the share price at the moment, has continued to steadily rise. It will probably run out of steam eventually, for this period, until we have further news on any potential new contract awards.

Any negotiations/discussions between CyanConnode and interested parties, may take some time yet. But who knows.

Time will tell eventually, no doubt.

Take care, tonyj.

Good Luck all.

LTI.

...... another positive days trading seems to be taking shape, I feel. Long may it continue.

The CyanConnode negotiation position will strategically be strengthened by this increasing interest in CyanConnode's stock, with the realisation of the potential of the Company and CyanConnode's position within the smart meter market, especially in India, beginning to be recognised.

Good Luck all.

LTI.

Good evening all,

Another positive days trading today, for CyanConnode, I feel, closing circa 26%+ up on the Friday 20th September closing price of 9.05p, at 11.45p.

So a very promising and encouraging week.

Good Luck all.

LTI.

........ concerning Axia Investments Ltd interest in CyanConnode.

Very interesting.

Good Luck all.

LTI.

Good morning tonyj and all,

You are welcome tonyj. And although the Buys and Sells seem to be about equal at the moment, in volume, the share price is still showing a modest plus. So the positive sentiment seems to be holding, at the moment at least.

Take care tonyj.

Good Luck all

LTI.