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tony............Ref my post yesterday at 16.12 hrs, it should have read........... " I think CC will eventually replace the 4G meters with their new 5G technology" My apologies for the misleading info. ,but we will still have to wait for a TU to confirm that it has actually happened.! Meanwhile, for me, patience is still key - Keep the Faith ! JC did say recently that "everything was in line with expectations"............so let's wait and see, shouldn't be long, now.! P.
Colour......IMO, CC doesn't have 'hurdles', MOP does.! However, when Anil realised that there was a shortage of 'chips' at CC, he drove his "Mahindra" Green and Clean Solar Electric Autorickshaw, at breakneck speed,to negotiate and fix a deal with an alternative supplier on the other side of India, who actually had the very 'chips' he needed............. IN STOCK , but for a "slightly higher price incl Free Delivery ".. He pulled out his trusty Abacus, checked with JC, and agreed the 'Deal' forthwith. Typical Anil............No problem, but done and dusted on the spot !! He then spent a few days on the nrarby beach, reflecting on his good fortune, and then became President of ROW Sales on his return home. Do you not remember?..............he was away from te office for va couple of momths or so, I think. P.
Good afternoon all............With MOP's final "Financial Mechanism" (DBFOOT Model ) now in place, and their PRIORITIES for Phase 1 of the new Road Map finally sorted too, I am expecting Intellismart to respond positvely, and CC to be very busy over the next six months. Meantime, I shall await the FY/22 Final Results, due soon, for an update of what has been going on behind the scenes over the last 2 years at least......Patience is stiill key here, I feel. GLA, P.
Good afternoon Colour..............I understood that Intellismmat were to install at least 600,000 Smart IOT Meters throughout 19 Districts of Assam, and will maintain the system for a total contract period of up to 10 years. Hope that helps you to appreciate the significance of today's news. The next 12 months bodes very positive for CC, I feel.........not only in India, but also ROW.!! P.
Good afternoon, all..............Do we now have more delays (recent Indian elections)?? Are the MM's, who control the 'Pace'of the roll-out, concerned about Production/Stockpiles being overwhelmed by the expected 'Mega' Orders, - not forgetting the still ongoing global' Chip' shortage and Covid pandemic?? Whilst we wait...................reference RNS (6th January,2020) - Order for one of the biggest Utilities in southern India (Chennai ?) ; installation was expected to be completed by April, 2021.! Did it ? Hope we get an update, particularly on this significant Order,.......very soon ! P.
Good evening LTI..................Further to my post (01.04.22 - 17.40),.............my thoughts exactly - ROW opportunities for CC over the next 3-4 years could be "potentially immense" with ANY of our' Competitors' who become a 'Partner' through this 'route to market'. It seems like it really could be feasable, especially as Schneider Electric ( global conglomerate - Meter Manufacturer) is already on board ! Exciting times over the next few months, I feel.............however, just my thoughts at the moment, but 'Keeping the Faith'. Good luck, P.
Good afternoon, Tonyj....................Further to my post (28.02.22), and focussed on the ROW, we are frequently reminded, by JC, that CC "has several routes to Market" ! Could one of those routes be the way to convert a recognised ' Competitor' like Silver Springs,........ into a valuable ' Partner '............... and give a lead to others, such as Trilliant,perhaps !! Just a suggestion/thought......... for the moment, but seems feasable. Good luck, P.
Good morning Tonyj.................Remember Peter Mainz......... who left CC for Itron, ( an American company), who then acquired Silver Springs (big in US)........ for $800k, I think ? Today, I understand that Itron is a Member of GOP's 'Think Tank', and a Partner offering CC's IoT Technology under an assumed "Own Brand" name ! Just my understanding, trust I'm right !! Meanwhile, patience is still key . Good Luck, P.
Good evening LTI.............. I thought that was a ' Pilot/Development' project in 2018, and can 't find any follow-on Orders, since then.! As MEA 's project, ordered in December,2019, appears to have been well received so far, I suggest that we may have to wait a little longer for PEA's final decision on the way ahead for their Rollout 2022-2025...........unless you know more than I do, of course.!!! Stay safe, P>
Good afte -rnoon all............I repeat - Patience is key! However, it's " India Smart Utility Week" next week, from 2nd - 4th of March, 2022. Hopefully, we might learn some encouraging News from the event...............just might !! GLA, P.
Good afternoon Jake..............At the conclusion of the "International Smart Meter Programme "(July 2013), the CYAN Consortium were declared "Preferred Bidders". In August 2016, MOP commissioned CYANCONNODE to provide an IOT RF Mesh solution for that (winning) SM, suitable for GLOBAL deployment. I have always understood that this software is ' embedded ' in the meters; I also remember it being discussed at one of the AGM's......2017, I think. P.
Good morning Tony................Yes, I Think JC is ' clearing the decks' , before the RNS we're all waiting for, - finally arrives.! I note that today's RNS confidently states that CC is ' THE World Leader', -- not ' A world leader' As I suggested recently, I think India is SORTED, - I am now focusing more on the ROW..............and 'Keeping the Faith' !! Good Luck, P.
.............Good afternoon all.............Further to my last post 5th November 2021 (15.49)......For me.....It's a NO BRAINER !! Target Price (at 31 March 2022)...........37p ! Fill up your boots NOW, and keep the Faith for the next 4 Years ! By then, India should be completed, and the ROW well underway, especially with Schneider Electric on board ! Strongly recomendid ! Good Luck, P
Good afternoon all.............At the moment, we're only focussed on the INDIAN rollout 2021 - 2025.!! IMO India is SORTED ! Don't forget the ROW, particularly China (No news for over 2 years !), Thailand, Africa, Dubai, and SEW ( Global Water Meters). Remember Anil's 'Product remark' when he asked " What's not to like?* For me, it's...... a No Brainer !! and I expect to be here for the next 4 years, they're all in my ISA.!.... Fill up your boots........NOW !! Good Luck, P.
Good afternoon LTI................ I suggest JC was talking about GOI/MOP "Road Map 2021 - 2025" which I advised about in my posts on 9th August (18.59) and 19th September (17.56). So, as I said before, and I reiterate again........Patience is key - just 'Keep the Faith '.!! I topped up this morning .!! Good Luck, P.
............Good afternoon Tonyj.......Further to my post of 5th August, 2021 (16.56), I note that full details of the African contract were witheld for 'Commercial reasons' . Could that be because the modules were produced, not in India, but abroad at one of L&T's or Scneider's African manufacturing facilities under the terms &conditios of the STRATEGIC Acquistion? Have Schneider thus secured a ' licence to fulfil'... ...... the promise of CC.s Hybrid product ? Just a thought, - - but given the disruptions/delays wrought by the Pandemic, I would expect that, when it does evetually land, JC's first GLOBAL Trading Report will be quite transformational for CC.! Meantime, patience is still key, and keep the faith.! Good luck, P.
Good evening LTI............. Ref tomorrow's speech by JC.................During the virtual Trade Summit last May, didn't Boris Johnson allocate £18m to CC ?? Might that have been used to pay for the production and export from India, of CC's RFMesh/Cellular modules to UK, for a new ' SMETS 3' rollout? Just a thought, but, if plausible, JC might tell us about it......just might !! Good luck, P.
Hi Tony..........sorry, I should have said ' new Financial Year ' - I was thinking Easter, not Christmas - a prophesy for the next 5-6 months ! As you say,' there's a lot more to come'........I agree - hence my 40p+ target.!! Good luck, P.