Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
Good afternoon Vas..............Good to hear from you again, - welcome aboard.! Your query about 'Competition'.............IMHO, the Competition is largely benign, at the moment,........ but for my thoughts going forward on this matter, I respectfully refer you to my earlier posts on .............28.02.22; 01.04.22; 12.04.22; and 24.10.22. - explaining how I think some Competitors might become 'Partners' to CC...............I t does seem feasable to me, especially as the 'Ultimate Solution (FG25)' has been delivered at last.!! Good Luck, P.
Good evening Tonyj..........After "several years" in development,. CC's 'Ultimate Solution' (FG25) ,complete with enhanced levels of encription providing Cybersecurity, - is now ready for full deployment throughout India ( New Delhi, Chennai),, then around the ROW (London, New York, Capetown, Beijing). I suggest that this technology might become the new G3 'GLOBAL Standard' for Smart Cities, in due course.! With the 100m - (Phase1) meters, now in contention, CC's 'take up' ought to be in excess of 75 million meters for all India's smart cities, IMO..! Hugely interesting and positive, over the next 6 months, (H1/24), I feel.!! Good luck, P.
Good afternoon Tony and all.................In my book, I feel that JC's "STRATEGIC Framework Agreement" relates to CC's "incorporation of the Wi-SUN Ecosystem" . It's certainly worth a re-read - particularly the third paragraph, last sentence, ---"The partnership showcases the company's continued growth and success, and has the potential to DOUBLE its Orderbook. " It may also explain the lack of any TU's over the last 6 months or so - just a thought !! GLA P.
Good evening LTI.............Further to your post(10.14), I agree! However, I am concerned that they need to PURCHASE "essential components, (with long lead times), to ensure Omni modules are manufactured and delivered on time." It seems to me , that the TU may be delayed for a few weeks, as a result.! Patience is still key. as you imply! Take care, P.
Good afternoon Tonyj..........Further to your post yesterday (13.32), it seems to me that the MM's are manipulating the SP at the moment,......... in 'readiness' for a big "event" early next week?? Last chance Saloon, perhaps !! Just a thought, but have a good weekend, meantime. P.
................Good evening all...........I suggest that, following the recent 'Chip' shortage and possible disruption to the supply chain, the current levels of demand have overwhelmed massed production, causing a delay in awarding new contracts.! I feel that Q4/23 could be rather busy for JC ! Just my thoughts, - and , importantly, not forgetting the ROW., particularly MENA just now.!! GLA, P
Good afternoon Tonyj.....................Further to my post (23. 10. 22),............. and to many 'gems' of positve information, provided over the last 2 weeks by LTI, and yourself, ............. I suggest that this is a mini 'Re-rate' and precursor to the publication next week, of either a very positive set of 'Interims'(H1/22), and/or a very comprehensive 'Trading Update' relating not only to India, but ROW, too.! Fingers patiently crossed,.............and keeping the Faith!! Good luck...........P.
Good afternoon Tonyj................Further to my post (12 April, 2022),............couldn't this be an example where one of CC's 'Competitors'(Wirepas) is converted into CC's 'Partner', with an "Own Label" .........'route to Market' ! I also think that the recent addition of two more MM's to the partnership,....... and the Spring Placing (rapidly oversubscribed) to secure an extra tranche of 'Chips' (during a global shortage, which is still ongoing ) ................ are' related' to this.!! If I am right , perhaps Itron could similarly bring 'Silver Springs' (big in USA)............. into CC's ROW Parnership, maybe ? Good Luck, P.
Good evening all.....................I trust that JC will use the 'Interims'(H1/23) to provide the Market with a ' Comprehensive Trading Update', for India,......... and the ROW too.! A positive start to H2/23, , particularly in Organic Growth and 'Break-even' prospects , might be worth a 'mention' too,..............I feel the results won't be published until 7th November, 2022, at the earliest.! Meanwhile, it's still 'Patience is key' and 'Keep the Faith'............GLA, P.
Good afternoon all...............It is now 'Interims' time (H1/23), and I'm imminently expecting a comprehensive 'Trading Update' , not only in respect of India, but also ROW. I also hope to hear the latest news about Bangladesh, and progress at " One of the largest Utilities in South India" imo.. Chennai?..(Rns. 06.01 20 refers)..............Also,.....are we at 'Break Even' yet?................I feel that we are now in the 'Last Chance Saloon' for shares at today's prices !! Hope I'm right.!!! GLA P.
Good Morning LTI..............Further to my post last Tuesday, (16.54), I note that......." CC will 'Present' to the LSE & Hardman & Co. 'Investor Forum' at 3.00pm, on Tuesday, 4th October, 2022, ...... and this, will be followed by an Audience-led Q&A Session". Seems like there is something big 'blowing in the wind'.............Good luck, P
Good afternoon ITT..............I suggest that, maybe.... next week's AGM at Cenkos, (21.09. 22)............. might provide JC with the opportunity to present a 'Mega Trading Update' to the Meeting.......just might !! Meanwhile, for the next 6-8 months, I feel it's "Steady as she goes !", and, in these uncertain times........ patience is still key; progress will be "Slow but Sure".......just Keep the Faith !! Now that India is finally sorted,..........CC, with an IOT RF Solution suitable for global deployment, will focus on the ROW for further Organic growth over the next 2-3 years. Good Luck, P.
Good morning Tonyj...........further to your post yesterday (18.44).......CC is a small company, (only 220m shares), with a proven global product and........... IMO, 'takeover-proof'..........Schneider Electric, a global meter manufacturer, achieved that with their ' STRATEGIC ' takeover of L&T for $1.43 billion, and completed 2 years ago.! With forward planning (India) now complete, and the 'Roadmap 2021-2025' -- phase 1, finally 'PRIORITISED'...(.Utilities with highest AT&C losses.. such as UP, Andrah Pradesh, and Rajasthan,..FIRST ! )..I now expect Intellismart to be positive, and CC transformationed, within the next few months.!...............The SP today, remains a' very strong buy ' at 16p, I feel.!...... Good luck, P.
Good morning Tonyj.............Yes, and Appraava might take the "Own Brand" route to market.............it seems quite feasible to me.! My post of 1st April, 2022 refers. Good luck, P.
Good morning all........................ Rajiv may have succombed to Covid 19 and 'passed on' to a better life ! But why are we discussing private 'Staff Matters' on this BB ?? GLA , P.
Hi LTI...............Yes, I call it 'researching'..............we should also remember that CC is EESL's Technology Partner in Dubai(UAE) and partnering with' Hansa Energy Solutions 'to form '' EESL Energy Solutions ' Awesome ! Talk about hiding their light under............the SAND ! Good Luck, and keep the Faith............Final Results FY/2022 expected any day now ! P.
Good afernoon all............I feel that today's new 'Order' relates to a project in UAE for Smart WATER Meters - ( check the recent MOU with SEW, and RMS 5th April, 2022) ! Just my thoughts, but if I'm right...............and Saudi Arabia notices.......and becmes more interested................sooner, rather than later.............another 'Opportunity' beckons for CC, I feel ! GLA P.
Good evening LTI.............Yes, I suspect Final Results FY 21/22 will be revealed tomorrow or next Monday 8th August 2022 ! I trust that they will be well up to my expectations !!!!! Good luck, P.
Good afternoon all........Todays positive TU advises that mass production/ stockpiling of CC's Omni modules remains robust, and that' Organic Growth continues apace into FY2023! It reminds me of 'ARM', and that some "Acorns grow into mighty Oaks" !! Over the next 12 montths, I am expecting Intellismart to respond positively, and CC to be exceptionally busy! Meanhile, I shall patiently await the'Final Results FY2022', (expected soon), and keep the ' Faith '. GLA P.