Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
.........Good afternoon LTI/Tonyj. The evaluation of the benefits provided by CC's new Hybrid RF Omnimesh/Cellular Technology has been ongoing for 11 months now, and has probably confirmed that it does exactly 'what it says on the tin'. Then we had the first firm Order for this Hybrid RF/Cellular product (RNS 23.12.19 refers) for up to 200,000 Smart Meters for one of the largest State Utilities in India (possibly CHENNAI? - did they do the evaluation?). Now CC are officially launching this new Hybrid product, by releasing details of the new products that provide Cellular capability to the Omnimesh platform. I particularly appreciate the qualification 'to meet a range of market requirements, the products are available in all Cellular regions and bands, and support ALL the 2G,3G 4G and emerging 5G Standards, including NB-IoT andCat-M1 IoT Cellular technologies.' As I've said before, my money is on the product (nnot the SP!) I think success with this Hybrid Solution could be transformational for CC !! Good Luck, P.
Good evening all.............with respect, and further to my post of 23.12.19, did anyone appreciate the significance of the LOI from Genus to CC (RNS 16.12.19).............. LOI is Contract jargon for " all parties to a contractual arrangement to 'firmly fix and agree' all T&C's applicable".................in this case, Genus was 'intent' on negotiating a 'Fixed Price' with MOP, and which would account for ALL costs incl. delivery, plus a reasonable Margin (for both CC and the MM) . Apparently, this was agreed/accepted by MOP, and all T&C's finally completed..............as confirmed by Genus two weeks later. As so much goes on behind the scenes, I can only suggest that this possibly happened, and is based on personal experience, but the issue of a LOI in respect of THIS particular Order for one of the largest state-controlled Utilities in India, could lead to it becoming the 'Template' for all further Orders, especially from UDAY..........we shall have to wait and see !! GLA P.
Colour.............As I understand it, a Data Concentrator Unit (DCU) has CAPACITY for 200 meters (max.) and the RANGE of the Radio Signal has been extended from 2 kms to 11.5 kms, meaning that AREA covered (by Hybrid) has been enhanced by 600%.........................handy for 'penetration' in city centres, like Chennai, for instance, and also for 'long distance' in the less populated countryside, and 'Not Spots'. Hope that helps, P.
Good afternoon Tonyj..........It seems that MOP, through their EESL Procurement Unit, have set up, and agreed with Genus, an arrangement for a "Long Term Bulk Purchase Fixed Price" Contract for the supply of CC's " AMI Standards Based hardware / Hybrid RF Smart Mesh IOT Technology". The 'Term' would probably be 3 years, starting 01.01.2020 and ending 31.12.22. I also believe that this arrangement, or similar, would be acceptable to all CC's meter manufacturing partners thus speeding up the whole Smart rollout in India. I therefore suspect that this is UDAY2.0's first 'substantial' Order, and that the Utiity covers CHENNAI, one of India's largest cities, and capital of TAMIL NADU! Just my thoughts for the Xmas break, but now that forward planning (O&M) seems to be coming together at last, I expect increased Order activity during QI/2020! Meanwhile, I shall be patient, and 'Keep the Faith' (for at least the next 3 years)!! Finally, I wish everybody on here a very happy and enjoyable Christmas, and (hopefully) a really prosperous 2020 Good Luck, P.
Good afternoon all..............CC's IOT Technology, at the moment, appears to be the ONLY Means that allows any Utility around the world to REMOTELY, securely, and, above all, CHEAPLY receive LIVE data, (updated every 30 minutes), from all its meters; such data, could help Smart Management avert an imminent power cut, a serious overload, and waste. At the same time, this technology would help promote a more efficient use of such a precious commodity for the next 10-15 years, at minimal TOC. It's a UNIQUE product, and IMHO, a 'No brainer' GLA P.
CB.............Your post 0938 today. CC do NOT fund/finance any Contracts; all Orders are sent direct to the meter manufacturers ( who first check for 'Validity', and if accepted, place it for further processing before acknowledging receipt). Also, CC have no ' Losses', and all 'Costs' have been covered by Investors (with deep pockets), shareholders, and revenues received so far. CC's most valuable 'Asset' is its Hybrid Solution which offers next generation IOT Technology which will provide 'Best Practice' Smart Grid Management for the ailing Indian Utilities, at minimal TOC over the next 10-15 years ! It's what MOP asked for, is currently being evaluated, and ready for deployment NOW. ' Is the Game over ' you ask. No - it hasn't started yet !!! P
Tonyj.............This International Symposium was co-hosted by the World Bank, the Asia Development Bank, the World Resources Institute, and the US Agency for International Development. The event would 'Showcase and Promote Innovation and Implementation of Futuristic Energy Efficiency Technologies, Policies and Financing Mechanisms.' I suspect that MOP arranged a 6 month 'Evaluation' of CC's brand new "Hybrid" Solution, and formally invited the company to present the "findings" to the meeting. In the market it is considered to be unique, revolutionary, innovative next generation IOT technology (which could achieve minimal TOC over 10-15 years) and which is suitable and ready for global deployment, NOW ! (not forgetting the Chinese are already interested). I respectfully refer you to RNS( 03.04.19), particularly tothe 3rd sentence of the 2nd paragraph; and Anil's comments in the last two paragraphs at the bottom of the page. Seems quite positive to me. and reminds me of when he famously asked, " What's NOT to like ?" As you say, we should exert more patience, and Keep the Faith!.... Good Luck, fingers crossed !!! P.
.......Good morning CB. No, - A few is a small number, but less than several; 'expected' is anytime soon, or as long as it takes; it is NOT a promise! It is noted that the BOD is focused on Organic growth which is expected to mature over the next two years or so, perhaps...........'..but you do not know what you don't know ' - do we !! Meanwhile, evaluation of 'Hybrid' is still 'ongoing' until it completes - whenever !! IMO, patience is key, and keep the Faith. Meanwhile, I'm off to the 'States' for a short break now, but expect to be back as soon as I arrive, whenever sometime - that's a promise - I say what I mean, and mean what I say. P.
Good afternoon LTI................As you know, my money is on the Product! That said, and further to my post(10.10.19), a six months evaluation of 'Hybrid' should provide a meaningful and positive analysis that will confirm that it is indeed a UNIQUE and SMART IOT product, suitable for global 'Smart Cities' deployment - NOW ! Just my current perception, which could be inaccurate, of course - we must wait and see. Fingers crossed, just for a few more days, hopefully ! P.
Good after noon BST / CB...........with respect, they are not promises; they are expectations, not guarantees! The only critic that I know about was TW (Connode acquisition) and he was 'silenced' over 3 years ago - who else is there? That said, the most important 'expectation' is the Hybrid evaluation - a process of at least 6 months probably (for a meaningful assessment), and trialled by the Utility that has incurred the most losses over the past 2 years, I assume! So I am expecting a positive/successful evaluation on conclusion of the process - whenever that may be..............but who knows - perhaps it's the one on here who keeps reminding us that 'Omni is dead in the water'. We shall see !! Good Luck, P.
Good evening LTI............I think the EESL tender was in fact 'lodged', pending Certification (the meters were not up to Standard).! In my post of 5th April 2019, Iposed the question, " How do you certify that a product fully conforms to the relevant Standard, when it DOES NOT" - and I suggested that they "might check with CC and their new product" ( Hybrid ), and I still got no response.! So, I ask again...............has the penny finally dropped, at last ? It might explain recent developments with EESL's tender.! Just a thought on my part. P.
Good morning Vas/LTI........................The last sentence reads............... "....L&T's smart solutions comprise....................telecom infrastructure and smart infrastructure" IMHO, that could relate to CC's new 'Hybrid' product, currently under evaluation.!! Just my first thoughts. GLA P>
Good afternoon all..............Where there's a will, there's a way! Now that Hexing Electrical have an MOU with CC, I don't think it will take them very long to figure out how they can legitimately get CC's technology embedded in ALL Iranian SMs in future. As 'shortage of money' seems to be the main problem, you can forget importing SMs from China; and Micromodje is already aware of CC's product too! IMHO this is yet another of those 'Opportunities' JC keeps on about.......GLA P.
Good afternoon LTI..............Yes, thanks for that - it explains, in more detail, what I meant last week by......................'forward planning/organisation of this huge, complex project'.............it also explains why, late last yrar, MOP advised delay to the rollout, and mandated all meters would be 'Pre-paid'. As I've said already, forward planning is 'well advanced', and the new Hybrid RF product, with its significantly enhanced radio signal, and suitable for the Cellular market, is now ready for global deployment over the next 6-8 years...........I understand that about 55% of the global community prefers RF to any other tehnology, at present ! That said, if not everything, then most of what we're waiting for MIGHT be revealed within the next 3 months - if it does, I feel it could be transformational, but we must patiently wait and keep the faith, I think. Good Luck, P.
Good morning all.............Most of us on here are looking to the FUTURE, whilst a hapless few persistently look BEHIND, simply to muddy the 'water under the bridge'! Currently, the BOD are seeking to develop the company's organic growth, with forward planning of huge and complex Smart Grid projects in India and Thailand, well advanced, and, more importantly, a proven RF mesh product ready to go global NOW !! Frankly, it seems to me that the name of the game, for now, is to be patient and keep the faith for 3 months or so. Just MY thoughts, that's all. P.
Good Evening LTI.............further to my two posts last week, and with planning/organisation apparently 'well advanced', I hope to hear, at long, long last, some highly interesting, exciting, and (possibly?), even some transformational news from JC over Q4 2019; I am particularly interested in the evaluation of the new 'Hybrid' product, which I feel will be pivotal to CC's success over the next 3-5 years. Just my thoughts, at the moment! Good Luck, P.
Good morning Ted.....Yes I did - last week. I discreetly did a REALITY check, got a fairly positive response, topped up at sub 4p prices, and decided to await the result of the Hybrid Product evaluation! My post was merely an expression of MY thoughts, and possibly offers an explanation for the rollout being delayed so long; - also, and subject to the current 'Evaluation' process, there SEEM to be no problems with the Product, either! You have a good day P.
Good afternoon all................Recently, PM Modi pledged ' Electricity for ALL ' and urged the urgent Modernisation, Expansion, and Upgrade of the old National Grid into a new 21st Century Smart Grid within the next 3-5 years. IMHO, such a huge and complex undertaking must require careful planning/organisation, in order to execute an orderly, yet prioritised rollout throughout the whole period of transition; and to help them, we now have CC's "Hybrid" Product, brim full of 'Revolutionary, Innovative 21st Century technology and including a new super radio signal increasing its reach/penetration/coverage by 600% (for 'Not Stops, the Cellular market, rural deployment, now - and possibly Smart Cities, in due course!). Meantime, the next important Information I await is the appraisal/evaluation of the Hybrid Product (RNS 3rd April, 2019 refers) - until that time I shall exert a little more patience, and 'Keep the Faith' ! Remember, the Hybrid product is available NOW, and is also suitable for GLOBAL deployment, what's not to like?? Just my thoughts. GLA P.
Good morning CB................there seems to be a C0mmunications problem here........so tell us all on here, exactly WHEN you responded to YJ's 'offer' , and what your QUESTION was.! You never know on here, but SHARING your concerns might help you to resolve them, and even elicit a response from Yellow Jersey Good luck, P.