Member Info for Longterminvstor

....... is a good subject heading, so this is my contribution.

I remember a few years back, when EESL were Awarding the 5m/10m smart meter contracts, the line being pushed at that time, was that CyanConnode would never be needed or involved in any of the multi-million smart meter tenders.

Fast forward a few years and CyanConnode have been Awarded various contracts in the high 100's of thousands, 2 x circa 1 million Omnimesh Module contracts, a 3 million Strategic Framework Agreement and more recently a 6.5 million Omnimesh Omnimesh order, from a global Partner, for various smart metering projects, in India.

The dots are starting to be joined, I feel, but some may see a different picture to the one I am seeing.

Good Luck all.

LTI.

Sorry, to many s's. Hopefully should read:-

http://smart-energy.com/industry-sectors/smart-meters/cyanconnode-bags-indian-smart-metering-contract-for-6-5m-communication-modules/

LTI.

.......... communication module contract has been recognised on the Smart Energy International website.

http://smart-energy.com/industry-sectors/smart-meters/cyanconnode-bags-indian-smart-metering-contract-for-6-5m-communications-modules/

It specifically mentions within the report, that the global Partner who placed the order, has not been named and neither have any financial contract details, been disclosed.

Sounds good to me.

Good Luck all.

LTI.

........ have expanded/are expanding their " Smart " team.

http://x.com/Intelli_Smart/status/1830628880295641585

It is good to see that CyanConnode's Partners are keeping ahead of the curve.

Good Luck all.

LTI.

...... and the " ..... critical workforce management ...... ".

http://x.com/Intelli_Smart/status/1829438810658046443

Is this what you were alluding to earlier, gizmo?

LTI.

Good afternoon gizmo and Vas.

You are both welcome. IntelliSmart we have been informed about Vas, but it is the other " ...... various parties ....... " that raises the stakes somewhat and changes the dynamic of the discussion. In my opinion, of course.

Gizmo, I will have a look at the IntelliSmart news a little later, but thank you for the heads-up, for it.

Good Luck both.

LTI.

Good afternoon all,

There is also a comment by Mr. Bob Liao, that this contract award may assist CyanConnode in their ongoing strategic negotiations, that CyanConnode are involved in, at the moment.

If the way the financial structure for this particular contract has been laid out, is anything to go by, I would agree with his comments.

Good Luck all.

LTI.

Also from the Zeus Audio Note:-

" The large letter of agreement also increases the Company's buying power and economies of scale and this should allow the Company to maintain strong contract margins. In addition CyanConnode has secured favourable payment terms for the agreement and should receive initial payments ahead of related semi-conductor supply orders and payments. This should significantly support the financing of the Company's growth."

It would seem that the CyanConnode Team in the UK and India have been very busy negotiating a financial structure for this particular contract. One which I might suggest, would work well for other contracts, also, going forward.

Good Luck all.

LTI.

From the Zeus Audio Note:-

" The backlog fully underpins our forecast for 84% revenue growth in fiscal 2025 and should allow the Company to move from losses to a profit of £2.9 million in fiscal 2025."

An interesting insight into CyanConnode's potential financial growth for this financial year.

LTI.

........ Largest LOA, by far:-

http://cyanconnode.com/investors/analyst-research/

- Click onto the Zeus Portal

- Click onto Audio & Videos

Very interesting report.

Good Luck all.

LTI.

Good morning gizmo, Vas and all,

Maybe that is why CyanConnode seemed to start their recruitment early? Thank you for the possible IntelliSmart link, Vas. Very interesting.

Take care both.

LTI.

Good evening Vas and gizmo,

Thank you both for the information on the Genus Power contract awards. It was much appreciated. We await now for any future update from CyanConnode on any contract developments. And on a personal note, a more positive response from the markets would be appreciated.

Enjoy the rest of your evening, both.

Good Luck,

LTI.

Sorry, missed a bit:-

http://polaris.brighterir.com/public/cyan/news/rns/story/xld427r

LTI.

Good morning mcgoof,

This was published by CyanConnode on 1st August, 2024. You have probably seen it, so It may help, it may not.

Statement re media speculation - The report mentions that:-

" CyanConnode confirms that it is actively exploring various funding opportunities to further enhance its growth and operational capabilities. Among these options is the potential for strategic investment in its subsidiary, CyanConnode Pvt Ltd. While discussions have been held with various parties, which as a matter of course include its key Partners, these remain at an early stage and there is no certainty that definitive terms will be agreed or as to the timing of any such discussions being concluded."

http://polaris.brighterir.com/public/cyan/news/story/xld427r

As I mentioned, it may help, it may not.

LTI.

Good morning gizmo,

I agree, that CyanConnode are in a very strong position. As strong as it has been at any time, over the years. But as Traderz pointed out a few days ago, there is probably " ..... an elephant in the room ....... ", that being the interest in CyanConnode's India operations.

When that is concluded, one way or the other, the market and share-holders will have a better idea of what the future holds.

Take care gizmo and all.

LTI.

Good morning Vas, gizmo and all.

Your question at 07:43 this morning, was relevant to you. In that context I think, but do not know exactly, that John Cronin's average, the last time it was mentioned on the bb, was about in the mid 20p's. How accurate that is, I do not know.

But I hope this helps, in some way.

Take care Vas and all.

LTI.

Good afternoon all,

If you go back a few years, John Cronins thoughts were that Cyan as it was known then, could be worth $200 million, which when I mentioned it a few weeks ago, within the current share structure, would work out at circa 51p/52p, at the exchange rate at the time.

At today's exchange rate and taking into account the Warrants that might be triggered if/when a potential deal is done concerning ongoing negotiations, giving a CyanConnode Shares in Issue of circa 326,264,364 and a $200 million sterling value of £151,665,000 at todays exchange rate, that gives us a share price of 47p. Interestingly.

So a share price range of between circa 47p and circa 52p to achieve John Cronins ambition to make CyanConnode a $200 million Company.

I am hoping that we will be a little bit nearer to this goal, if/when details of the interest in CyanConnode India are made public.

But todays announcement of the 6.5 million Omnimesh Module order, could turn out to be very significant indeed.

Eventually.

Good Luck all.

LTI.

....... and how it's determined in investing and business.

http://investopedia.com/terms/i/intrinsicvalue.asp

An interesting read and thank you for the original heads-up, Vas.

Good Luck all.

LTI.

Good morning all,

We have been informed that delivery of the Omnimesh Modules will commence during H2 2025, the total installation period to be completed within 27 months. So that should give a nice contribution to the 2025/2026 figures.

No overall value put on the order and no confirmation of the Client, except:-

" i am delighted to announce CyanConnode's largest order to date from a global Partner, with whom we have successfully collaborated on various projects, over the years."

That's fine as far as I'm concerned.

Good Luck all.

LTI.

John Cronin, Executive Chairman of CyanConnode, commented:-

" I am delighted to announce CyanConnode's largest order to date from a global Partner, with whom we have successfully collaboratedon various projects over the years. This order nearly doubles our order book for India, increasing it from 6.6 million units to 13.1 million units and solidifies our position in India's nationwide smart metering rollout."

An excellent achievement.

Good Luck all.

LTI.