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Good morning Vas,

I believe your interpretation is correct. Only 20% to go, to hopefully meet next years forecast. As long as the Omnimesh modules are installed and invoiced, of course.

But they seem pretty confident.

LTI.

Also from the Zeus report:-

" New office: Due to rising commercial prospects, CyanConnode announced that it is in the process of establishing an entity in the United Arab Emirates to promote business in the Middle East and North Africa region."

CyanConnnode could be looking at " Post India " planning, even at this stage.

Very interesting indeed.

LTI.

From the Zeus report:-

" New order: Yesterday CyanConnode announced it had received its fifth order of 265k Omnimesh Modules under its Framework Agreement with IntelliSmart. The minimum 3m unit framework agreement was signed in February 2023. We estimate 2.0m units have been ordered to date, leaving at least 1.0m orders, some of which may further support FY25 revenues."

I note " The minimum 3m unit framework agreement ....... ". Maybe it is possible that this particular Strategic Framework Agreement, can be extended at some time in the future.

Interesting.

LTI.

..... ahead report, is on the CyanConnode website:-

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

LTI.

Good morning Vas and l agree. There are some significant positives within the Trading Update, depending how they are interpreted.

But good news I feel.

Good Luck.

LTI.

Good morning all,

The news that CyanConnode " ...... is in the process of establishing an entity in the UAE ...... " to promote business in the MENA regions, is very interesting and could be very significant in CyanConnode's global aspirations.

We will have to wait and see how this " entity " is structured and how it fits in with/in to, CyanConnode's global footprint.

Very interesting indeed.

LTI.

....... John Cronin commented:-

" FY24 marked another exceptional period for CyanConnode in terms of our strategic footprint and revenue and I'm delighted to announce that we expect revenue to materially exceed market expectations.

" During the period, our order-books continued to grow; for India alone, cumulative orders stand at approximately 6.6 million Omnimesh modules. To date, we have successfully delivered around 2.8 million Omnimesh modules and we anticipate that deliveries of Omnimesh modules will significantly increase uring FY25. It is encouraging to see that expected deliveries on our backlog, as at the end of FY24, will cover approximately 80% of FY25 revenue expectations."

A significant achievement by CyanConnode, I feel. As the " Highlights for the period " confirm.

On an additional note, the Company would like to advise that John and Heather will be participating in a Q&A session for investors in the coming weeks. Further details will be provided in due course.

Good Luck all.

LTI.

Good morning all,

Another little snippet from the rather " upbeat " Trading Update:-

" It is encouraging to see that expected deliveries on our backlog, as at the end of FY24, will cover approximately 80% of FY25 revenue expectations."

Very encouraging indeed.

Well done to all concerned.

Good Luck all.

LTI.

...... published today, with " Revenue expected to materially exceed market expectations."

http://polaris.brighterir.com/public/cyan/news/rns/story/rggo00r

From the Trading Update:-

" The post period has started on a positive note, with an additional order from IntelliSmart under a Stratigic Agreement signed in February 2023. Business in other regions remains buoyant and the Company is pleased to announce that it is in the process of establishing an entityin the UAE ( United Aran Emirates ) to promote business in the MENA ( Middle East and North Africa ) region."

Excellent news on many fronts, I feel.

Good Luck all.

LTI.

Good evening tonyj,

I believe the observation in your post at 11:39 this morning was correct. That the context of the blog was aimed at industry professionals, not a bb. But I still believe that John was correct to highlight the situation, via his blog, to share-holders.

My own observations have been made very clear.

The rest I will leave up to you.

LTI.

Good morning all,

It seems as though the " no news-flow " situation has been slightly eased this morning, so far, with a welcome slight tick-up on the share-price. But still a long way to go, I feel. With the potential share-price increase, over the coming month's and the development of CyanConnode overall.

Good Luck all.

LTI.

.... John Cronin commented:-

" We are delighted to announce a fifth order from IntelliSmart received under the Strategic Framework Agreement. CyanConnode's influence in India continues to grow, as the nationwide rollout of smart meters gains momentum. This order takes our cumulative order-book for India to 6.6 million Omnimesh modules, of which we have successfully delivered 2.8 million modules by the end of FY 2024."

Well done to all concerned.

LTI.

........ from the RNS:-

" The order will support a new smart metering deployment for Madhyanchal Vidyut Vitaran Nigam Ltd ( MVVNL ), a utility located in Lucknow, India. This is the fifth order received under a Strategic Framework Agreement, which was signed in February 2023. These orders support the deployment of smart metering for five different utilities, thereby increasing CyanConnode's foot-print in India, as the nationwide rollout of smart meters gathers momentum."

Lucknow is is a new location for CyanConnode, in India I believe and as such, this order is a lot bigger numerically, than the initial " pilot " projects Cyan(Connode) used to receive some years ago.

A little, but often, is good.

And the original IntelliSmart Strategic Framework Agreement must be coming close to completion ( numerically ) sometime soon. We will have to see how CyanConnode progress from here.

Good Luck all.

LTI.

.... has announced a new order for 265,331 Omnimesh modules, in India, for a subsidiary of IntelliSmart Infrastructure, namely Madhyanchal One Infrastructure.

http://polaris.brighterir.com/public/cyan/news/rns/story/x2v04nw

Excellent.

Good Luck all.

LTI.

Good morning Vas and thank you for sharing the report.

LTI.

...... and recap of some of the progress and relevant news, that may be of interest to some, was posted by multibagger this morning on ADVFN:-

A snippet and some bullet-points from their post:-

- CYAN are currently holding about 25% of the smart meter market in India.

- We have had RNS of circa £15m ( my estimate ) of contracts this calendar year.

- We are in play for a very substantial number of Tenders in play.

- The most populous and fastest growing major economy in the world ( 7%+ ).

- The 4th largest global economy and expected to be number 3 by 2027.

- Recent Investor Chronical ( FWIW ) article thinks we will smash our revenue forecasts. ( First highlighted by Vas, yesterday ).

- 250m smart meters to be rolled out just in India alone and then there is ROW to play for.

- The fresh-water of the world is in a precarious position - smart water meters will come in play in a much bigger way and we already have the tech and implementing in UAE.

Thanks to multibagger on ADVFN, for their point of view. A point of view of which I share.

Good Luck all.

LTI.

Good morning Vas,

Thank you for the Investors Chronical report, it is much appreciated. We will have to wait and see how the forecasts pan out in the fullness of time.

Good Luck,

LTI.

......... highlighted by gizmo earlier today:-

http://smart-energy.com/industry-sectors/smart-meters/500000-smart-prepayment-meters-for-bangladesh/

Good Luck all.

LTI.

....... welcomes the Dhaka Power Distribution Company to the Elecrama Live exhibition, in February 2023 and taking an interest in CyanConnode's Omnimesh solutions. Who would have thought it.

http://twitter.com/CyanConnode_Ind/status/1628089446926278657

Very interesting gizmo and thank you for the original Bangladesh news report, earlier.

LTI.

Sorry, the politically correct police have been out this morning, I should have put " L&T " instead of " L****n ".

Good Luck all.

LTI.