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....... from the first paragraph:-

" In India's ambitious journey towards revolutionizing its energy sector, particularly under initiatives like the Revamped Distribution Sector Scheme ( RDSS ) the selection of technology for smart metering infrastructure emergies as a pivitol decision."

From the second paragraph:-

" As India stands at this crucial juncture, understanding the technological foundations and their implications for the nations energy future is vital. Among the myriad of options, RF technology emerges not just as a solution, but as a strategic advantage in addressing the unique challenges posed by India's vast and varid landscape."

The overall report needs no more clarification from the Company, at least for me, anyway. It was written in language that I can understand and goes into very clear detail, on what is required.

Good Luck all.

LTI.

Thanks for the other links Vas. It is appreciated.

LTI.

Exactly Vas. Good Luck with your investment(s).

LTI.

Good morning Vas and all,

Some very interesting observations in your post yesterday, Vas. And as I also pointed out yesterday, I found the report overall, very encouraging and enlightening.

On another note, I hope you are able to buy the shares that you want. It would seem there is another Buying opportunity presenting itself, as we head towards the end of the tax year.

Good Luck Vas and all.

LTI.

....... Conclusion, from the report:-

" As India advances its #smartmetering infrastructure, the need for a strategic approach that prioritizes quality, reliability and long-term value, over immediate cost savings, becomes paramount. #RF technology, particularly solutions like CyanConnode's Omnimesh, offers a path forward yhat balances upfront costs with the demands of long-term operational reliability and sustainability. As we navigate the path towards a brighter energy future for India, the wisdom of our choices today, lower upfront costs, or high quality and long-term viability, will illuminate our journey for years to come."

A very encouraging and enlightening report. Well done to the author.

Good Luck all.

LTI.

Sorry, should read;- " At the moment circa 109m smart meters have been Awarded, with circa 9.4m installed ....... " Missed out the decimal point.

....... CyanConnode's Omnimesh solutions and benefits highlighted:-

" CyanConnode's commitment to quality and its proven track record in delivering high-performance RF solutions, provide a compelling case for proritizing long-term value over short-term cost savings. By opting for a solution like Omnimesh, stakeholders can avoid the pit-falls associated with cheaper, less reliable technologies - such as increased maintenance costs, higher failure rates and the potential need for premature replacement. Further more CyanConnode's deep experience in the Indian market ensures that Omnimesh is tailored to meet the unique demands of the countr's diverse landscape and climate conditions, offering unparalleled reliability and efficiency.

" This adaptability, coupled with the company's focus on customer support and services, make Omnimesh an ideal choice for India's ambitious smart metering goals."

CyanConnode, we are told, have Omnimesh inside circa 25% of the installed electric smart meter base in India, today. So decisions are already being taken to use an alternative solution, which adds up to 75%. There may be many reasons for this - competition/alternative solution and budget are alternatives to consider.

During 2017/2018 multi-million smart meter tenders were distributed, totalling circa 20m electric smart meters, mainly for GPRS. Although many of these contracts were not completed, some were possibly never started.

At the moment circa 109m smart meters have been Awarded, with circa 94m installed, of which we understand CyanConnode has circa 25% of the meters installed, with CyanConnode Omnimesh inside.

So, the point that the report makes very well, at least for me, is that you get what you pay for. And quality, longevity of product and service, come with a premium.

As the original 20m smart meter tenders, will testify.

Good Luck all.

LTI.

...... AMISP's also mentioned in more detail:-

" In an era where AMISP's might be tempted by lower upfront costs, the choice of CyanConnode's Omnimesh solution underscores the importance of considering the broader implications of technology deployment. The real value lies not just in meeting the immediate specifications, but in ensuring that the technology can deliver consistent performance and reliability over the life-span of the project.

" The tendency to overlook these critical factors for short-term gains, could lead to significant long-term losses, undermining the goals of the smart metering programme and the broader vision for India's energy sector. This perspective is critical for the smart metering programme, which aims not only to modernize India's energy infrastructure, but to do so in a way that is sustainable, efficient and capable of supporting the county's growth over the coming decades."

An excellent view-point, I feel.

Good Luck all.

LTI.

...... the report goes on to say:-

" However, not all RF solutions are created equal. The success of such projects hinges not just on the technology itself, but on the quality and reliability of the implementation. Here, the experience and proven track record of technology providers like CyanConnode become invaluable. Their Omnimesh RF solution, designed with a deep understanding of the operational and environmental challenges specific to India, exemplifies the type of quality and expertise neccessary to meet RDSS objectives and beyond."

The phrase " Their Omnimesh RF solution .......... " seems like someone else could have actually provided/written this particular section of the report and not specific to John Cronin. Maybe other sections as well.

But still a good and informative report.

Good Luck all.

LTI.

...... GPRS and RF mentioned and compared:-

" Against the back-drop of India's vast and varied geography, the quest for a communication technology that ensures reliability and efficientcy across both densely populated cities and remote rural areas is paramount.RF technology, with its proven ability to provide cosistent connectivity stands out as an optimal choice.Its resilience and flexibility make it particularly suited to India's environmental and infrastructural diversity, establishing it as the preferred foundation for smart metering initiatives.

" Unlike GPRS, which can suffer from network congestion, coverage issuesand frequent changes and overhaul of technology, RF technology offers consistent connectivity, essential for the real-time data transmission required in smart metering applications. The superiority of RF lies not just in overcoming georaphical hurdles, but also in its adaptability to India's dynamic environmental conditions, making it an ideal candidate for the foundational technology behind smart metering solutions."

LTI.

........... continuing the paragraph of the post from this morning at 7:45, puts a different conclusion on the previous comment:-

" This short-term gain philosophy overlooks the potential long-term repercussions, including higher operational costs, reduced system reliability and failure to meet stringent Service Level Agreements ( SLAs )

Seems straight forward to me, in my opinion.

Good Luck all.

LTI.

Good morning Vas and all,

Thank you for the timely reminder Vas, of some of the information that is available in connection with the relationship between Genus Power and CyanConnode. It is much appreciated.

Good Luck all.

LTI.

Good afternoon Vas and you are welcome.

There isn't much CyanConnode related news for contracts about, at the minute. But the building blocks of opportunity are being layed for the anticipated/hoped for order up-tick, in the near future, I am sure.

And thank you for the couple of news reports that you posted, especially the one posted today, which gives a very good insight into the overall picture of the progress that the Indian Smart Meter Programme is making.

Good Luck Vas and all.

LTI.

...... the March 2024 Achievement so far, ( Installations ) stands at 634,226. The Cumulative Achievement ( Total Installations ) now stands at 9,702,358 for the India Electric Smart Meter Roll-Out Programme.

Steady progress is being made, I feel.

LTI.

Good morning all,

The latest winner this month was for West Bengal - WBSEDCL with an Award of 1,000,000 smart meters, from a Sanctioned poole of 20,717,969.

There has been no confirmation as yet, concerning the AMISP/SI award.

Good Luck all.

LTI.

......... was updated on 6th March, 2024:-

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

Good Luck all.

LTI.

...... has been recognised by CyanConnode India and other international organisations.

http://twitter.com/CyanConnode_Ind/status/1765930574009511974

Well done to all concerned.

Good Luck all.

LTI.

Good afternooon Vas and all.

I understand from the RNS's that CyanConnode have provided for various contracts recently, that it is 27 months installation period from when CyanConnode receive the order. Which I believe is what you have alluded too.

The delay from when the AMISP gets the contract, to when the sub-contractors receive their " ..... completed within 27 months ....... " orders, I would think is a " ..... doting of the i's and crossing of the t's ...... " period of discussion between the AMISP and the relative sub-contractors involved. Again, which I think you have alluded too.

So on these two points we are in agreement.

I can also see existing Framework Agreements being extended and new Framework Agreements being formulated with different Companies, hopefully for multi-million smart meters, that can be drawn down when required as with the original IntelliSmart Strategic Framework Agreement, which seems to have worked very well. And will hopefully be extended, at some time in the future.

I believe these multi-million type of smart meter contracts, that are within a Framework Agreement, that can then be called off as required, are easier to control, deliver, install and invoice. All companies that are involved in a project, know exactly where they stand from the start.

But all in my opinion, of course.

Good Luck Vas and all.

LTI.

Good afternoon Vas,

What is often forgotten/overlooked Vas, is the amount of time Cyan/CyanConnode have been involved in the development/acceptance of RF technology in India. Cellular was always the main competitor in India, in my opinion.

And it is to CyanConnode's credit, that they have not been fazed by the challenge of being " ....... a relatively small company ..... " when coming up against global competitors, or larger companies that are in a consortium that CyanConnode are involved with.

John Cronin has over the years, developed a Team in India, specifically to advance further the smart meter market in India. While also keeping an eye on the global growth potentials of CyanConnode, in Thailand, Africa, MENA, Europe and UK and I am sure, others as well.

Good Luck Vas and all.

LTI.

...... is a Japanese company that I first came across during last year, that now seems to be one of the recognised companies mentioned in the ET Telecom/BIS/Wi-SUN Alliance report, mentioned by Vas and gizmo earlier. Along with CyanConnode, Cisco, Silicon Labs, Texas Instruments and Exegin.

http://renesas.com/eu/en/about/press-room/renesas-expands-focus-india-new-nb-iot-solution

http://smart-energy.com/industry-sectors/iot/nb-iot-chipset-launched-for-indian-smart-meter-market/

Interesting times ahead, I feel.

Good Luck all.

LTI.