Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
..........Good afternoon CB..........maybe " it's not CC" at the moment, but my expectation is that it will be very soon - time will tell.!! Meanwhile, patience is still key, and keep the Faith! As I said recently..........The 'Acorn' has green shoots.
Good afternoon CB............... Maybe "it's not CC" - at the moment,................ but my expectation is that it WILL be, very soon - time will tell, - patience is key ! Incidentally, my SP target is 40p + by New Year !! Good Luck, P.
Good afternoon Tonyj.............Yes, with a 175% increase in Revevues, and a 250% increase in CC's Hybrid RF Omni/Cellilar modules delivered - despite a global shortage of microchips and a global Pandemic - it's quite positive.......... and bodes well for H2/22, I fveel !! Meanwhile.......... patience is still key, and Keep the Faith ,
Good evening CB.............I'm no expert with the technology, but isn't Wirepas's ' Solution' all about Cellular (4G,5G,Not spots etc), and currently under development ? Seems to me that CC's 'Hybrid' product, already covers it.! Just a thought,! Good Luck, P.
Tonyj...............this is one of the 'problems' Anil mentioned last year, when he stressed that, as part of staff training, Discoms must ensure that "all staff are FULLY CONVERSANT with the new technology !" ........... For 'Best Practice', I would have thought that was ESSENTIAL, and would have come naturally, before they ordered.!! What happened to' Forward Planning (O&M)'? Good Luck P.
......Good evening, LTI/Tonyj................ yes, I do too,!!............ but now that DISRUPTION to the 'Supply Chain' didn't exactly happen,...........and that FOCUS of the 'Road Map 2021-2025,' is finally , and firmly, on "Cities and large towns",for 2021 - 2023, it seems to me that India is more or less SORTED! I also note the huge EXPORT potential/opportunities provided by our new partner Schneider Electric, a French global conglomorate with interests in the ex-French colonies in Africa, S.E.Asia, for starters, and ROW too,! Finally, with India very concerned about declining Monsoon rainfalls last year, - (think about RICE, and all those Paddyfields),......... will SEW/CC be able to save the day? Food for thought - pardon the pun - but seriously!! For the next 6-8 months (H2/22), I'm expectant that CC will be very busy, both in India and the ROW.! Patience is still key for the moment, just keep the Faith - the "Acorn",,,,,,,,,,,,,has green shoots, at last, I feel!! Good Luck, P.
Good afternoon LTI..........Yes I think it confirms the official launch of MOP/ UDAY Scheme's "Road Map 2021 - 2025", particularly 'Phase 1', (my post 9th AUG. - 18.59 refers ) and possibly explains the mini re-rate of the last few days.! Stand by for 'Lift Off' - any time soon !! Fill up your boots, now..............and "Keep the Faith" for the next 8 months, at least.!!! Good Luck, P.
Good afternoon Colour...........I suggest that JC was actually confirming that the 'Gateway' brings togrther RF Mesh and Cellular products "in a small form factor, suitable for INTEGRATION into standard smart meters This Product ( HybridOmni )is currentlly being mass produced and stockpiled, ready for global deployment in due course.! Good luck, P.
Good afternoon Tonyj / LTI...................my only concern here is 'PRODUCTION' I suspect that, over the last 2 years or so, (i) the Schneider Acquisition, (ii) the global microchip shortage (which is still ongoing !) and (iii) Covid 19 (India on the Red List), have had such a significant adverse impact on production/stockpiles, as to render any new Orders, temporarily "Non Negotiable", by the MM's. I also feel that the MOP 'Road Map' 2021-2025 was recently revised to reflect this.( my post last Monday, 15.30 refers.) IMO, we'll need robust Stockpiles, if the mega Orders expected over the next 8 months are to be successfully delivered without further delay !! Good luck, P.
Good evening Tonyj /LTI...........(i) With the microchip 'threat' now resolved, and full production/stockpiling resumed;...........(ii) with Phase 1 (2021-2023)" of MOP's "Roadmap 2021-2025 for Smart Meter Deployment" now re-arranged to focus specifically on Cities, and large towns,.......((Villages and Rural to follow in Phase 2, - 2023 - 2025);.............(III )with all 'Financial Mechanisms', including the BPFP Supply Contract, now in place,...........the next 8 months could/should be quite 'busy'! And then there's ROW.............no news from CHINA for over 2 years !! Cheers, P.
Good afternoon Colour..........No, Schneider Electric, is a Meter Manufacturer, and CC's new Partner, and has 120 + 'Outlets' in countries around the World ; since the completion of their STRATEGIC Acquision 12 months ago, they appear to have resumed full production/stockpiling of CC's IOT - RF solution. IMO, the customer could be South Africa (where the Electicity industry has been in Debt/performance Crisis, for many years, now), Nigeria, or Ghana. Hope this helps! P
Good evening all..............I suggest that, to bring us more up to date, we should wait for the audited 'Final Results' as as 31 March, 2021, to be reported, hopefully by 15th August, 2021. Meanwhile, have a good weekend. P.
Colour.....'EDF and L&G have made..............in France' - yes, but our new Partner Schneider Electric has, too !! However, EDF is a GENERATOR of 'Zero Carbon Emissions' Electicity, - not ' Comms tech' like CC does.! Good luck, P.
Good afternoon all.................Further to my post (13.12.20), it seems imperative to me that the focus of business growth, going forward, should be to accelerate the development of CC's EXPORTS potential, to new markets around the ROW.! We know that " CC has severel routes to market ", and in this context, JC's comments about 'strengthening the Balance Sheet - and Team India' are par for the course at this point. However, I patiently await compelling evidence confirming that this is indeed the current strategy, hopefully with a mega Trading Update, as at 30 06 .21...........we shall see!! If/when it does land , it could be transformational for CC, in many respects, I feel. GLA, P.
Good afternoon Tonyjj/LTI........I recently noted that leading Indian telecoms company 'Bharti Airtel' made a STRATEGIC Alliance with 'Tata Group' - , for 5G Standards - based on Open Radio Access Networks ( Not Spots ?? ).............initially for India, and then for Exports. Isn't this what Telefonica could/should be doing in UK, in due course? The sooner the better IMO. More grist to the mill, perhaps, but for me......Patience is STILL key, and Keep the Faith. (for the next 2-3 weeks, at least!!) Good luck, P.
Good morning tonyj................also EXPORTS - 'Made in India' (Schneider Elecric), EESL,..........ROW ( Dubai )...... CC's Hybrid Omni RF/ Cellular Product is suitable for GLOBAL deployment, don't forget ! Good luck, P
Hi Ted...............Everytime you post on here, I am reminded of that moment in recent history when you lost a lot of money, through your own poor JUDGEMENT. You don't appear to have learnt anything from the 'calamity' - your DISRESPECT for everybody is fallacious and not acceptable. Sorry, P.
...........Good afternoon, Colour - that article was written 15 months ago, and about 9 months ago, Anil suggested that if would take at least 4 years to complete - ie. not until FY24/25 (and now with the Covid 19 impact.......maybe FY 25/26, imo). Also. with the 'Bulk Order' process in place, the MM's themslves could regulate the pace of all Orders if there was a possibility of their production facilities / Stockpiles being overwhelmed ! I hope it helps, good luck P.
..........Good afternoon LTI..........Yes, me too!! But further to my post (06.12.20), I don't expect any 'new Orders' update until Monday, 8th February, at the earliest. I would also be interested in a 'Progress Report' on the 2 year 'Licensing Agreement' with Beijing Instruments - now that it is "time expired", is it still the 'parties' intention to enter into a further Royalty Agreement' ? Meantime, patience is still key, and Keep the Faith! Good luck, P.