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You are welcome, Vas.

Gervais Williams and Premier Miton are not everybodies cup of tea. But Paul Hill, from Vox Markets, seemed to have caught the bug also, on CyanConnode and the Companies in general.

And according to Mr. Hill, who introduced Mr. Williams as a " ...... legendary investor ..... ", there was a nice bit of banter, between the two. An interesting conversation/dialog between them both, particularly on CyanConnode, with Gervais Williams being very positive on CyanConnode's future.

Gervais Williams was also very positive on small cap Companies. Especially ones that he/Premier Miton are invested in.

But a nice little tickle upwards in the share price today. Let's see if it sticks tomorrow.

Good Luck Vas.

LTI.

...... opinion on Mergers and Aquisitions, for his Clients, is do not get taken over. The premiums on offer for quality companies, Mr. Gervais explains, are to low, at the moment.

Not that I personally have been waiting for or looking for a take-over.

That will happen, when the time is right.

LTI.

Good afternoon all,

Could this be the reason/one of the reasons why the share-price has shown a little positivity today, so far?

An interesting interview.

Good Luck.

LTI.

............ gives an interview through Vox Markets on various Companies, one of which is CyanConnode.

http://voxmarkets.co.uk/articles/vox-markets-fund-manager-series-gervais-williams-of-premier-miton-d6fb11c/

An interesting interview from Gervais Williams, with an interesting insite into all the Companies, not least, CyanConnode.

Good Luck all.

LTI.

Good morning tonyj, Vas and all

That's one of the many benefits of RF over Cellular. Its licence and patent free, of additional charges. RF may be more expensive initially to install, but by comparison over a 5 year period, or so, RF is far more cost effective.

I seem to remember that CyanConnode informed us that some utilities that have used CyanConnode's solutions, had re-cooped their original investment in their RF infrastructure, within 2/3 years of completion of their installation.

Vas, thank you for the HES link. It was appreciated.

Good luck all.

LTI.

Good morning Vas and all,

CyanConnode have over the years, been criticized for not giving out enough information on contracts. But as I have pointed out over the years, CyanConnode are no different to other companies.

IntelliSmart and Adani, as you have mentioned Vas, have not revealed who their meter manufacturers/suppliers are. To them, that information at the moment, is confidential.

MonteCarlo may also not provide/manufacture smart meters, although CyanConnode have received two substantial orders from them, during January 2023 and more recently, January 2024. We know where the smart meters come from when CyanConnode receives orders from Genus Power and Schneider Electric, but Infrastructure Companies and the like, seem to be playing their cards very close to their chest, at the moment. And keeping their suppliers as confidential as they can, for as long as they can.

It's good business sense, but frustrating for us. Confidentiality is the key, in my opinion.

Good Luck Vas and all.

LTI.

Good afternoon Vas and all,

Vas, my thought's may also help to answer tonyj's post yesterday and also give a possible connection to the information that you posted from Airtel Business India, that indicated Airtel " ...... says the company has already secured contracts to power close to 50 million smart meters and is looking for further deals."

The latest " NSGM smart meter stats all " report, I posted recently, confirms that out of circa 222m+ smart meters that have been Sanctioned, circa 106m+ have now been Awarded.

Could this mean that Airtel have secured their " ..... close to 50 million smart meters ..... " from within the NSGM Awarded smart meter pot? Or will they be separate/in addition to the NSGM report? The other telecoms companies that you mentioned, also need to be factored into any India Smart Meter Programme/NSGM /RDSS news flow.

Just a thought.

Good Luck Vas, tonyj and all.

LTI.

Good afternoon tonyj and all,

Just to say tonyj, I am not confused by the Airtel India announcement, or the discussion on it. But I am encouraged by CyanConnode's forsite, in the development and launching of their Cellular products in March 2020 and the ongoing development and anticipated roll-out of CyanConnode's Unified Head-End System, during 2024.

Very encouraged indeed.

LTI.

Good morning Vas and all,

A good find Vas, so thank you for sharing.

As Airtel Business ( India ) " ...... has already secured contracts to power close to 50 million smart meters and is looking out for further deals ...... " it was good planning on CyanConnode's part, to develop and launch their Cellular Metering Products back in March 2020.

http://cyanconnode.com/cyanconnode-launches-cellular-metering-products/

In addition, we have been told, CyanConnode also has a Unified Head-End System ( UHES ) being developed for sometime during 2024.

Interesting times I feel, Vas.

LTI.

Good afternoon mcgoof,

If it is the one I am thinking of, you are correct. But if you have a look at the my post from 8th January, 2024, it contains a link to a tweet from CyanConnode India, which gives a bit more relevant information on when the UHES will be ready.

From the tweet:-

" At CyanConnode we are constantly pushing the boundaries. In line with this, we are excited to give you a glimpse into the future, with our upcoming Unified Head-End System ( UHES ), set to roll-out in 2024. This pioneering system will bridge RF and Cellular meters, revolutionizing connectivity and efficiency in rural and semi-urban smart metering."

http://twitter.com/CyanConnode_Ind/status/1743609061839692224

So not ready for deployment as yet, as I understand it from the tweet, but is due for roll-out, during 2024.

I hope this helps.

LTI.

........ And that's a wrap at #DistribuElec2024.

http://twitter.com/CyanConnode_Ind/status/1747967544018018415

Ratna Garapati and the team look very satisfied, for a job well done, I am sure.

Good Luck all.

LTI.

........ on various days during the DistribuElec2024 exhibition, which may be of interest:-

http://twitter.com/CyanConnode_Ind/status/1747156296602906982

http://twitter.com/CyanConnode_Ind/status/1747540732481851454

http://twitter.com/CyanConnode_Ind/status/1747633454563430846

http://twitter.com/CyanConnode_Ind/status/1747863094771241060

It is the last day today, so well done to all involved in promoting CyanConnode India in particular and CyanConnode in general.

Good Luck all.

LTI.

No problem tonyj.

You may find the website and the explanation I posted at 10:03, may help with the terminology used, by different companies.

LTI.

Good morning Vas and all,

There is a subtle difference to the meaning of " Universal " and " Unified," this difference is highlighted on the following website:-

http://wikidiff.com/unified/universal

- Universal - Common to all members of a group or class.

- Unified - That operates as a single entity.

In relation to CyanConnode's Unified Head-End System ( UHES ) - that can accomodate both RF and Cellular, then personally, I would say the the " That operates as a single entity " applies.

Along with other companies that provide a UHES, also.

Much like there is a difference between Procurement and Purchase. They are two different functions, that require different skill-sets, with different overall goals.

I hope this helps, Vas.

LTI.

Good afternoon Vas and all,

The Strategic Framework Agreement between IntelliSmart and CyanConnode, covers a total of 3m Omnimesh Modules. To-date, IntelliSmart have drawn-down a total of 1.7m Omnimesh Modules, over a five month period, up-to 10th October, 2023.

I might suggest that, as there are only 1.3m Omnimesh Modules left secured under the present Strategic Framework Agreement, that there is the possibility of a potential extention to the existing Agreement with IntelliSmart, or potentially a New Framework Agreement altogether, to cover the potential for ongoing/new, IntelliSmart/CyanConnode smart meter contracts, at some time in the future. Dependant of course, on how quickly the remaining 1.3m Omnimesh Modules are taken up.

The existing SFA is not time-sensitive, as I understand it. Signed in February 2023, it is only numerically limited to 3m Omnimesh Modules.

There is also the possibility, hopefully, of additional " Framework Agreements " with other AMISP's/meter manufacturers, as the Indian Smart Meter Programme progresses, to secure their supply as much as is possible, against potential future contracts.

Just a thought.

LTI.

Good afternoon Vas and all,

I do not think that this has been posted before, so thank you for sharing, Vas.

LTI.

..... is another company that offers a Unified Head-End System, that I seem to remember being mentioned on the bb previously.

http://fluentgrid.com/advanced-metering-infrastructure/

Good Luck all.

LTI.

Good afternoon Vas and you are welcome.

I am of the opinion that the being developed CyanConnode new UHES, could possibly/hopefully, be integrated into the already Awarded contracts, if the need arises.

CyanConnode's multi Omnimesh solutions, have been deployed in three forms, from memory. The original Omnimesh solution has been deployed in various contracts over recent years. The Omnimesh RF/Cellular solution was first deployed by Schneider Electric in North India - Himachal Pradesh, I think. And the Cellular solution has been deployed in the MENA region, to accomodate existing smart electricity meters.

But as there are only circa 8.5m smart electricity meters installed in India, at the moment, out of circa 106m smart electricity meters that have been Awarded, I am of the opinion that " tweeks " will/can take place during the negotiations after a contract has been Awarded. I would think that a solution that is/has been recently developed - such as CyanConnode's new UHES, will hopefully come into this category.

I hope this helps, but it is only my opinion.

Good Luck Vas.

LTI.

...... from the DistribuElec2024 exhibition in Mumbai:-

http://twitter.com/CyanConnode_Ind/status/1747241569068237218

" CyanConnode is the Preferred Communications Partner for Smart Metering."

Good Luck all.

LTI.

Good morning tonyj,

I have explained some history between Elsewedy and CyanConnode and also that it is Iskraemeco that is on the Empanelment List and not Elsewedy.

As far as I can remember, it is Elsewedy that is head-quartered in Egypt, but check-out my post at 11:04 and read the Letter from the CEO and also About Elsewedy Electric, it may give you a further insite into Elsewedy Electric/Iskraemeco, as a Group.

" We export a wide range of high-end products to over 110 countries worldwide."

A big organisation overall, with many global interest's and outlets.

LTI.