Member Info for Longterminvstor

..... is an Infrastructure Company, that does not seem to be on the Empanelment List at the moment, but has an extensive portfolio of projects including Sub-Stations, Roads, Buildings, Property, Marina Works and Irrigation.

http://ramalingam.in/home.html

LTI.

Good afternoon all,

Apraava Energy:- http://apraava.com

CLP became Apraava Energy, during October 2021:- http://cdpq.com/en/news/pressreleases/clp-india-now-apraava-energy

LTI.

Good afternoon all,

Expanding a little on the PFCCL shortlist of 5 AMISP bidders, for a smart meter/smart grid contract, as Vas has pointed out, these AMISP bidders are:- Gemstar Infra India, HPL Electric & Power, Apraava Energy, Ramalingam Construction and Sai Computers, of which Vas has covered some of the Companies mentioned, the others, some of which, we have mentioned before.

Interestingly, of the AMISP bidders for this contract, only HPL, Apraava Energy and Sai Computers are all on the REC Empanelment List at the moment and all have a Cellular and RF offer. Of the sub-contractor companies mentioned, Iskraemeco and BCITS are also on the list and both with a Cellular and RF offer.

http://recindia.nic.in/ami-test-demonstration

If the REC report is produced in Hindi, please press the " English " button at the top of the page and it should translate.

Good Luck all.

LTI.

Http://twitter.com/Intelli_Smart/status/1752318817886163000

Good afternoon gizmo, Vas and all.

I think this is also the event that you both highlighted, so thank you for that. Are they CyanConnode coloured ballons I see at the presentation?

Or is it a coincidence.

Good Luck all.

LTI.

Good afternoon Vas,

Thank you for the update on Adani Group Vas, it is very helpful to keep up-to-date on the Adani projects.

LTI.

....... raises $100 mn funding, from I Squared Capital - a report from February 8th, 2023:-

http://business-standard.com/articals/companies/polaris-smart-metering-raises-100-mn-in-funding-from-i-squared-capital-123020800435_1.html

Good Luck all.

LTI.

........... some information that may be of interest:-

http://polarisgrids.com

LTI.

Good morning Vas and all,

Thank you for the heads-up for the Polaris smart metering contract in Uttar Pradesh. It is appreciated.

http://energy.economictimes.indiatimes.com/news/power/polaris-bags-contract-for-rs-5200-crore-smart-meter-installations-in-uttar-pradesh/107222231

A nice little tick-up this morning Vas, with the share-price at the moment. Something has spooked the market, again.

Thanks again Vas.

LTI.

Vas, that is a great find in the T&D India magazine and the map of all CyanConnode's installations/projects. Excellent.

Also, doing a bit more dot-joining, it confirms/reminds us on the map, that CyanConnode have already installed two projects for MPWZ in Madhya Pradesh and one project for MPPKVVCL, also in Madhya Pradesh.

So it will be interesting to find out eventually, if there was an RF requirement in the two ongoing projects in Madhya Pradesh, in MP-East and MP-Central, that were additionally confirmed and Awarded, in the NSGM report that I posted on Friday.

The picture gets clearer, the more dot's that you join.

Good Luck, Vas.

LTI.

Hello Vas and thank you for sharing the info. But as you say, it is probably a coincidence - with the dates.

I take it from the report that you posted, that PFCCL, as of January 25th, 2024, when the report was published, were not fully Empanelled, even though they have short-listed 5 bidders/consortia. The report also confirms that PFCCL, during November 2023, had begun the process of Empanelment.

Some information on PFCCL:-

http://pfcclindia.com

Also, not sure which utility is being referred to, as I don't think it is mentioned in the report. Unless I have missed it? So we will probably have to wait to find that out, after a bit more dot-joining.

But also mentioned in the report:- " Subsequent to their empanelment, PFCCL will select empanelled AMISP's, based on an RfP process, for prospective smart meter projects, taken up by PFCCL."

But thank you for the information on the other companies, Vas.

Good Luck,

LTI.

Thank you for trying Vas, it is always appreciated.

LTI.

You are welcome tonyj, in reply to your 17:35 post yesterday.

LTI.

....... could be very interesting. And a very good indicator of confidence, from the investor that purchased circa £33.6k worth of CyanConnode shares, this afternoon.

Well done to all investors in CyanConnode.

Good Luck.

LTI.

Good afternoon all,

The winners so far this month, are not new projects, but additions to two existing Awarded projects in Madyha Pradesh (

MP-East ) and Madhya Pradesh ( MP-Central ).

The January 2024 Achievement ( Installations ) has increased to 6,26,064 ( 626, 064 ) and the Cumulative Achievement ( Overall Installations ) has increased to 86,36,291 ( 8,636,291 ).

Good news, I would say.

LTI.

...... report, published on 24th January, 2024, shows an increase of smart meters Awarded, up from 10,63,79,122 ( 106,379,122 ) on 10th January, 2024, up to 10,80,67,409 ( 108,067,409 ) as of January 24th, 2024. An increase of 1,688,287 Awarded during that period.

So definite progress on the Awarded front.

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

The number of smart meters Sanctioned remained the same at 22,22,64,571 ( 222,264,571 ).

Excellent news I feel.

Good Luck all.

LTI.

Good morning Vas and no problem.

On listening again to the Vox Markets interview, with Gervais Williams, both Paul Hill, the interviewer from Vox Markets,

and Gervais Williams mention during the interview, about India's ambition to replace 250m existing meters with smart meters and that CyanConnode, at the moment are getting 25% of the installed smart meters at the moment.

Mr. Williams then goes on to indicate that " ...... even if CyanConnode get 10%, they are a complete winner from here .....".

I take that as being 10% of 250m smart meters = 25 million x circa £12 per Omnimesh Module = potentially £300 million, over the circa 10 year life-span of each contract.

This figure may go down, because of volume, or it may go up because certain utilities want/can afford more " ..... bells and whistles ..... " as Simon Smith once put it. So a bespoke offer, you might say.

We then have the potential of smart gas meters, smart water meters, smart street lighting and electric charging points,

all of which will need to be addressed, in the coming years. As well as whatever may be developed, in the meantime.

Heat Pumps come to mind.

So as Gervais Williams from Premier Miton indicates, they are still very upbeat about CyanConnode.

Good Luck Vas and all.

LTI.

Good afternoon all,

Some information I previously posted during November, 2023, that may be of interest, on the 10 leading Power Companies in Malaysia:-

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

Good Luck all.

LTI.

...... market opportunity for Pestech, to also supply RF smart meters to TNB - from a report dated 2nd October, 2023:-

http://nst.com.my/business/corporate/2023/10/962189/pestech-wins-tnb-job-supply-smart-meters

Malaysia seems to be busy, smart meter wise. I seem to remember their being a report out last year or maybe the year before, that TNB were looking to install in the region of 9m smart meters, from memory.

So an interesting opportunity, should it arise.

LTI.

..... market opportunity for CyanConnode, hopefully at some time in the future. Iskraemeco also has an interest in Malaysia, through their involvement with TNB, who apparently have a future requirement for RF.

http://iskraemeco.com/news/meeting-customers-smart-meter-demands-and-expanding-production-capacity-in-malaysia/

From the report, dated 28th September, 2023:-

" Looking ahead, TNB ia actively searching for a new advanced metering infrastructure ( AMI ) network, with a specific focus on radio frequency ( RF ) technology. Their aim is to replace the existing system by 2025. Currently, they are exploring new use cases to maximize the available data from the smart meter program, including meter-to-cash, network telemetry, load forecasting, quality of service, customer engagement and demand response."

It is good to know that CyanConnode were showing an interest in Malaysia and other regions, in one of their presentions last year, I seem to remember.

Good Luck all.

LTI.

Good morning Vas,

An excellent appraisal of the possible future potentials for CyanConnode. Thank you for sharing your thoughts.

Good Luck.

LTI.