RE: RDSS...27 Jun 2023 08:38
There is no official link, as you know. In business, as in life, situations change and we move on. That is what, in my opinion, has happened over the last 9 month's or so, concerning India, with the Indian Smart Meter Roll-Out Programme.
You get a different perspective/view, from different newspapers in India, with the language that is used in connection with the " roll-out." That has been going on for some time and is not regulated. Roll-out, replacement, deployment, implemented, etc., are just a few that have been used.
CyanConnode and Zeus, seem to have set their stall out with " Procurement."
No doubt we may get a further update from CyanConnode, if they think it is neccessary. But as John Cronin has already confirmed, that CyanConnode believe that India will be ordering 250m smart meters, not installing.
From the December 2022 - CyanConnode Presentation:-
" The really exciting moment that we are in now, is that India is rolling out, over the next two years, 250 million smart meters. I should say, ordering 250 million smart meters and these smart meters are actually pre-paid smart meters, which is really important, as opposed to the post-paid that has been to-date."
So a more realistic approach/target, by all concerned, in my opinion
LTI.