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Good afternoon all,

Some encouraging purchases throughout the day, today, which gave a healthy stimulus to the share price, after John Cronin's initial purchase yesterday afternoon.

It will be interesting to see what happens tomorrow.

Good Luck all.

LTI.

Good morning all,

It is always good to see Directors investing, at any stage, in a Company. It shows confidence and commitment. And at approximately 5.5% above the Placing price.

Good Luck all.

LTI.

Good afternoon tonyj,

I agree that CyanConnode are in a very favourable position at the moment, with the potential for orders and especially with the 6.5 million Omnimesh order placed with CyanConnode during August, 2024.

I do not look on the increase in staff as a draw-back, just forward planning. The same applies to laying out for materials. and R&D. Again, as I see it, forward planning.

I do not remember Heather saying that CyanConnode did not need more money. What Heather did confirm, at least I think it was Heather, was that that a Placing wasn't in their current plans. This was during May 2024. Something changed. Heather I think, went on to confirm, that:- " We're always looking at alternative funding and do invoice discounting where possible. Also looking at working capital facilities in India."

I see the recent fundraise, at a 17.6% premium, as evidence of the " .... alternative funding ...... ".

As I have mentioned before, a Placing for expansion, which is what I see the recent fundraising being for, is better the a Placing for survival, which I am confident we are passed now.

Take care, tonyj. The view is a lot clearer from here on in, but with still a few twist and turns to contend with, no doubt.

LTI.

Never filtered. Always interested in what other posters have to say. Or not, as the case may be. You never know what little snippet of information you will pick up.

LTI.

Opinions do differ, as we know. And have done for a number of years.

LTI.

....... as a Systems Integrator, has been successfully developed over a number of years, in many global regions. For the time being, I see this as still being CyanConnode's core business.

The AMISP side of the business, will eventually provide more opportunities for overall control of future smart meter contracts, initially in India, which should give greater revenue generation opportunities, for the Group.

All in my opinion, of course.

LTI.

Good morning all,

Also from the RNS, this morning:-

" The WIRED Trailblazers programme celebrates organizations that are making a tangible impact on the future of industries by tackling key global challenges such as sustainability and resource management. CyanConnode's commitment to innovation, demonstrated through its award-winning RF communication solutions and large-scale project deployments, positions the Company as a leader in smart energy transformation."

It's the " ....... large-scale project deployments ...... " that seem to be being Awarded to CyanConnode, over the last 18 months, or so, which is very encouraging.

Good Luck all.

LTI.

John Cronin, Executive Chairman of CyanConnode, commented:-

" We are honoured to be named a WIRED Trailblazer for 2024. This recognition validates our ongoing efforts to leverage IoT technology for the greater good. As we continue to expand our footprint globally, this acknowledgement motivates us to accelerate the digitalization of energy networks further and contribute to a sustainable future. Our recent £5.4 million fundraise, which was heavily oversubscribed and at a 17.6% premium, will support the acceleration of our growth."

It just gets better and better.

Good Luck all.

LTI.

....... have also announced on x.com, about the Wired Magazine/HSBC UK Trailblazer 2024 Award.

https://x.com/CyanConnode/status/1837066026791354608

LTI.

..... that they, CyanConnode, have been recognised as Wired Trailblazer 2024, with recognition that the Award, by Wired Magazine in Partnership with HSBC UK - " ...... highlights innovative companies driving positive economic, social and environmental change through technology."

https://polaris.brighterir.com/public/cyan/news/rns/story/rme0ovw

Excellent news and well done to all concerned for their achievement(s).

Good Luck all.

LTI.

Good afternoon all,

Apraava Energy, have been approved during September 2024, under the AMISP/SI section, for another project this time in Himachal Pradesh, for HPSEBL, with the deployments starting during September 2024, for just under a million smart meters.

Good Luck, all.

LTI.

...... report, was updated on 18th September, 2024:-

http://nsgm.gov.in/en/sm-stats-all

The figures for Sanctioned and Awarded smart meters, are the same as previous months. Installations are running at 315,032 ( 3,15,032 ) smart meters installed so far this month, with the overall installation figure ( Cumulative Achievement ) now standing at 14,142,979 ( 1,41,42,979 ).

Good Luck all.

LTI.

Additional Scope:-

Increased Order Fulfillment and Tender Participation:-

DigiSmart now qualified to participate in tenders with an overall scope of 70-80 million smart meters ( yet to be tendered ). It can also participate as an SI and get a piece of the 110 million smart meter orders that have been Awarded but are yet to be executed. This substantial pipeline significantly enhances CyanConnode's business prospects in India.

Direct Engagement in Smart Metering Projects:-

The certification enables DigiSmart to be directly involved in significant projects, covering the entire lifecycle of smart metering solutions, from meter supply to Meter Data Management ( MDM ). This end-to-end responsibility ensures greater control and integration of CyanConnode's advanced RF technology, into India's energy infrastructure and will also result in Higher revenues.

Operational Excellence and Market Expansion:-

The certification underscores DigiSmart's adherence to stringent specifications and its capability to deliver reliable AMI solutions. This recognition is expected to instill greater confidence amoung stakeholders and pave the way for expanded market reach and operational excellence.

The DigiSmart/AMIST developent recently, will over time I'm sure, deliver many excellent project opportunities for CyanConnode's subsidiaries. As well as the expansion of its core SI business.

The dots, when joined, are beginning to form into a very clear picture of where CyanConnode wanted to be, within the global smart metering infrastructure, many years ago.

Good Luck all.

LTI.

Good afternoon all.

SATs, Go-Live and FMS:-

- CyanConnode has passed multiple Site Acceptance Tests ( SATs ) across several key projects and has achieved " Go Live " status in one project.

- CyanConnode is consistantly meeting the desired SLAs as per the agreements across projects.

- This marks a crucial milestone that enables the commencement of billing for deployed meters.

- The " Go Live " milestone is a critical achievement for any project, as it signifies the transition to the billing phase, allowing for revenue generation.

- The SAT qualification process involves rigorous quality and performance testing of the meters and the communication network, ensuring the highest standards of operation.

- TANGEDCO and TN72 projects have come under FMS in the last FY.

The TANGEDCO/Tamil Nadu smart meter project, will be of special interest to many Companies. Especially CyanConnode , with the two-pronged opportunity of a System Integrator and also an AMISP, coming to the fore.

There are 30 million smart meters slated to be Awarded and installed, over the next few years, so this project will be significant for many Companies, for many different reasons.

Good Luck all.

LTI.

Good afternoon all,

A little review of some of the CyanConnode R&D projects, during the last Financial Year:-

- In-house development & deployment capability of software products, e.g. Head-end systems that are critical to national infrastructure, highly available, secure, resilient on a distributed N-tier architecture.

- Capability for helping utilities understand data better - reports, dashboards and data science use cases like energy consumption, profiling, billing process related SLAs.

- API integration framework to enable a plug and play capability with Utilities systems ( Billing, Meter Data Management and Works Management, etc. )

- Stringent security framework compliant with ISO27001:2013 with solutions like encryption, SSO etc. enabled.

- 24x7 monitoring, application maintenance and support services.

- Highly scalable head-end system already catering for 2.5m Smart Meters in India.

So there is still a lot of work going on, at the " coal-face ", as the saying goes, to try to make sure that the over-all smart meter network, is running efficiently.

Good Luck all.

LTI.

Sorry Vas, jittery finger,

..... has given other global regions the confidence to use CyanConnode's Omnimesh solutions.

It will also be very significant, as you have refered to, how the AMISP side of the Company/business develops.

Thanks again Vas, for sharing the report.

Good Luck,

LTI.

Good morning Vas,

Very interesting Vas and thank you for sharing. It is good to know the potential growth-path, of one of the major contributors to the Indian Smart Meter Programme.

I have mentioned this before, but India, I feel, will be the proving-ground for CyanConnode as a Company and also CyanConnode's Omnimesh Technology.

The initial success of CyanConnode in India, although limited at the moment compared with the overall market potential, has given the has given other global regions the confidence

Good afternoon Traderz,

There certainly was.

And there were circa 10%+, in the value of shares that were bought, over those that were sold. And some meaty BUYS, as well today.

So lets see how tomorrow goes. But today was very encouraging.

LTI.

Good afternoon all,

From the Tuesday 10th September, 2024, Placing and Subscription RNS:-

" The Fundraising, which was oversubscribed, raised, in aggregate, approximately £5.4 million ( before expenses ), at an Issue Price of 9 pence per new Ordinary Share, reflecting a 17.6 per cent premium to the closing price on 6 September, 2024, being the last business day prior to the Launch Announcement."

Human error rectified and more importantly, the Placing and Subscription was successful.

Have a good weekend all.

LTI.

Good morning all.

Gizmo, you are welcome.

Personally mcgoof, the " ..... strengthening their hand ...... " point that you made at 09:30 today, is the one I have been leaning towards since the Placing and Subscription was announced. And also taking into account the complex negotiations involving possibly IntelliSmart and others, according to the August 1st, 2024, RNS, could go on for some month's.

So, the Panmure Liberium quote about " CyanConnode Strengthening it's Position with a Bright Future Ahead, is the way I am viewing this.

Good Luck all.

LTI.