Member Info for Multibagger13

Good to see another purchase order for a new customer for L&T and 4000 units needed by next month. Hopefully revenue will follow in equal haste ! Though not a big order, it augurs well with a new customer who needs to deploy at a pace :) Given the current sentiment, market won't be moved with this I would expect. Good luck all !

Hi Tony and Vascular....I recall having a discussion around the implications of the Iran contract with a member of the senior team in October 2017 at Cambridge. I got the impression that working through an Indian company or subsidiary was a viable alternative and that banking arrangements through a well known Swedish bank were in place. Whether these arrangements are still viable in the current context remains unknown, but the EU clearly is defying Trump. The likes of Total are in a different league and the geopolitical implications of oil more profound and harder to get around. It would be useful if the trading update had some mention of the analysis/viability of the Iran deal going forward. Let's see what happens...but as we are operating in many geographies, there will be other opportunities, if Iran does not happen for now.

http://www.bbc.co.uk/news/business-44166176 According to the article, 18 years in the running, close to breaching banking covenants, never made a profit and now valued as a �5.3 billion company. The shorters would not have seen this one coming - many hedge funds will taken a massive hit. LOL ! Likewise on here, CYAN will come good and we have already been about 14 yrs ? in business. Just thinking that the delay in the trading update could be because the EU is trying to find a way to circumvent the Iranian sanctions. Hopefully we'll get a good update with some numbers in the coming week !

Good morning LTI and all :) Not long before mid - May update to be announced. Signs of life in the SP and dare I say I am even starting to think should I take some more CYAN ? With so much already sunk in, a part of me says no. I recently read "Art of Execution" by Lee Freeman Shor and intend to use the techniques with a lot more rigour in the future. Good luck all :)

Good evening LTI and all :) With so many developments, tenders and contracts being awarded in so many countries it is only a matter of time before we hear of developments :) Good luck all !

https://www.deccanherald.com/business/lt-sell-electrical-automation-biz-schneider-rs-14000-crore-667694.html

If indeed Nightingale Investment Company Limited and Biggles Enterprises have been dissolved (there is nothing to say that these were British companies in the first place - they could have been incorporated elsewhere) it could be the assets have been moved to another governance structure for a variety of reasons. Let's see if any more info comes to light from your email to the Company.

Good morning LTI ! Following the stock option re-pricing debacle/RNS, I did write to a senior person in CYAN and express my frustration about the way the RNS was worded and that it did not take into account the impact on the market. That significantly contributed to the current / drastic share price fall in my view, that we are now trying to come out from. I said that outward facing communication to the market, needed to be worked on and not just dished out to a novice /trainee with the NOMAD to pull together and RNS release. That message seems to have been taken on board - I got a reply saying as much. I agree that getting BRR media involved was a very good move :) Let's see if we can the share price moving in the right direction - SP inertia can be an absolute nightmare to overcome though !! Onwards and upwards ! Are you attending Mello Investor Meet at Derby 26/27 Apr 18 - tickets from the Mello website if you are interested. I have bought my ticket and intending to attend :)

Good morning tonyj and all :) I am of the view that R&D spend for the current period will not be as high as previously - I speculate that a fair amount was spent on developing the Omnimesh platform. I wonder if the gradual move to 5G will entail more R&D spend in due course for us, but I don't know the implications. There is also the possibility that a large customer will want a bespoke or customised solution that we can't turn down and that will entail costs (though of the kind we can pass on to the customer). However, R&D tax credits ease the pain and the development of cutting edge IP and patents will only make the company more valuable at the point of sale. Though the current contracts and pilots may not be huge in size, what is important is that we are getting a toehold in new markets and extending our presence where we have already made inroads. With interoperability being a major issue (not forgetting IoT) in terms of future proofing of infrastructure, system integration this is going to be a massive market. It's only a matter of time before the fat margins draw in competition - but hopefully our first mover advantage would have allowed us to embed with the customer and have built a strong relationship. All said and done, JC is an excellent salesman and he has been nurturing and fostering relationships having taken a long term view - I am fully in favour of that. He also has significant skin in the game and has a track record of 4 exits involving circa $ 650 million. Yesterday was the first more positive RNS we have had in a while and CYAN seem to be putting more effort into how and what they communicate and its potential impact on the market. It appears that the BRR media presentations were very scripted and questions stage managed (particularly with Anil ) to draw out and address the possible questions in the minds of investors and also to re-establish professional credibility in terms of Indian projects. Sylvian was more off the cuff I thought. Hopefully we have seen the nadir of the share price and I suspect that the SP will start gradually keep creeping upwards....good luck all :)

Overfiend1981...the filter is a very useful invention for the BB. The equivalent of industrial ear muffs, only better :) I use it liberally to block out drivel that is frequently posted by some.

Good morning LTI and all :) A more reassuring trading update with some evidence of revenues being achieved and R&D tax credits for �1.4m due (it appears). Also good to see that Iran and Bangladesh progressing. New territories gained. Increased disclosure about delayed contracts which is preferable and also caveat around timing of contract deliveries given the geographies we operate in - I think this is helpful to reduce rumours and speculation as opposed to a news vacuum. Fully agree that the CYAN ship appears to being steadied and no indication of any imminent cash call. We could add a penny or so today, but market will want to see more. I am pretty relaxed about my investment - just taking longer than I expected, but potential continues to grow. Patience will pay off hopefully :) Good luck all !

CyanConnode Holdings PLC Trading Update 10/04/2018 7:01am UK Regulatory (RNS & others) RNS Number : 3454K CyanConnode Holdings PLC ("CyanConnode" or the "Company") Trading Update CyanConnode, the world leader in narrowband radio mesh networks, today publishes a trading update for the first calendar quarter of 2018. Since the start of the year, the Company has seen increasing momentum and demand for its products across multiple jurisdictions, which will result in the Company generating more revenues in the first half of 2018 than in the full year for 2017. The Company expects levels of revenues and cash receipts to materially accelerate throughout each quarter of the year and key commercial and financial highlights of the quarter are outlined below. Commercial Highlights Following the appointment of Anil Daulani(1) , from Tech Mahindra, as Managing Director of CyanConnode India in September 2017, both the sales and delivery teams have been significantly strengthened. The relationships with existing meter and system integration partners have been consolidated and new eco-system partners added. As a result, the sales pipeline in India has expanded and includes multiple large commercial opportunities where orders are expected to be placed in the current calendar quarter and the second half of 2018, resulting in cash and revenues during 2018. In addition, the Company has generated revenues and been paid for system integration work during the quarter by working with local Tier 1 partners in three separate territories, including two new territories. These three commercial opportunities could result in significant orders which the Company will continue to pursue. An additional benefit of this work is that the Company has increased the number of successful integrations with Tier 1 meter manufacturers, including some manufacturers with which the Company has not previously been engaged. Once an order has been received from a customer, the project continues through a series of site acceptance tests (SATs) with increasing deployment volumes and complexity. Successful SATs have been delivered by the team in multiple territories during Q1 2018. SATs have also been delivered in territories where orders had been received prior to 2018 such as Iran and Bangladesh. During the quarter, work on the smart metering contracts in Iran continued. System integration work has taken place on both the smart meter as well as the full end-to end-solution to be deployed locally. Additional commercial opportunities have also been identified in Iran and are being developed. In the last Trading Update provided on 4 January 2018, the Company updated that it had been notified by a significant customer that deployment for one of the larger contracts had been delayed for reasons outside the Company's control. A regular dialogue has continued with this customer throughout the quarter, including a senior management visit to the

I am very much here and still have a 7 figure CYAN holding and a big � 6 figure paper loss to boot !! I haven't been selling as some have been speculating. Good luck all :)

I wonder if anyone perceived an "edge of frustration" in JC's talk ? We don't know what went before or what the context was, but I felt that he had got to the point where he was telling them what to do and that it was time to move from theory to implementation.... I hope they are not offended !!

Good morning Aphrodite ! Not quite 3% of DIS :) but have a number of low single digit % equity in some. Current major holdings are IQE, IDEA,LTG, ARC, CYAN, DIS and much smaller holds in WEY, LID and VIS. Hope CTP works out well for you and good luck :)

Hello back for a look...no current holding but held just under 3% of CTP at one point a few years ago. Exited with very significant profits. Given the size of MXCP, Kestrel and Wray holdings, I won't be surprised if CTP is de-listed and taken private. It can happen when the market appears to undervalue the company and major shareholders decide enough is enough and save on the cost of listing, regulations and transparency. Smaller shareholders are shafted and forced to sell given the risks of an ill liquid market or a time limited, off market share trading through an intermediary option. Keep your eyes open as the environment is ripe for the same. Good luck all :)

Jonathan Satchell interview can be viewed at.... http://www.ltgplc.com/about-us/ Surprisingly muted response to the excellent figures...may be market not clear that a large part if organic growth and Netdimensions has contributed to only 3 months of revenue.

Another stellar set of results and outlook ! which should add another 4-5p today to the SP.... Jonathan will probably do an interview ( as usual on the proactive website)... Good luck all :)

Good morning all :) The recent flurry of 3 RNSs this month of employees converting their options to shares...leads me to strongly believe that a maiden dividend announcement is highly likely :) Could be announced along with the results in Aug 17. Good luck all !

Good morning all :) Diageo results out today - it is a complex document and reads time to read and digest. On skim reading (have to head off), Gin and Vodka (their Diageo) brands are growing well - so the market is growing in all probability and good for us. It appears that the US market is about twice the size of the EU market - so more weight to our US distribution deal when it is announced. Good luck all !