Member Info for Roddy1981

From their landing page “the worlds largest IOT mesh network of 700,000 smart meters” they maybe years ahead of anything else you have witnessed CB but looks like Cyan have better traction with deployments in India alone of 1m units. Hopefully you’ll be fully invested in them. Next.......

I know, thanks...it’s whatever you choose to take notice of. My focus was / is on the £4.1m received.

CB, You look at your preferred metrics, I’ll stick to mine...

The only line I was interested in from the results on the 4th of Sept was “£4.1m of CASH received from customers during the 15 month-period”

That to me could be a massive early sign of the “proof”. Don’t look at how many decimal points this number is quoted to CB and try and get them on a technicality. There’s hopefully a bigger picture to look at.

CB, totally agree. An order however big wouldn’t do much for share price. The market will make them “prove” everything now. Proof will come in the form of tangible results as you say. Should that be forthcoming, it’s a game changer for the company valuation. That’s basically it from here. You don’t believe they can prove it, I hope they do. You can carry on as a knocker in the hope you get to your trading buy price. I don’t really care I’m here hopefully for the big money.

On the contrary, I take full responsibility for my actions. Your line of attack is always based on historical events and mis-trust. The company looks to have moved on finally. BUT and it’s a big BUT, if things have changed, your razor like focus on everything the board / company has done wrong in the past, rather than looking at some things they may have achieved, might lead you to miss out.

It does feel like you’re getting a bit desperate now CB.

You just keep your sights trained on a missing word CB and the size of a conference. hopefully it will hit your trading buy price if you do. I have everything crossed for, I really do. I hope you’re wasting time more and energy with this pointless argument.

You’re right CB, based on previous performance, however, situations can and do change and that in a nutshell is where we are. Either they have moved on and in which case 4p will hopefully never be seen again OR your correct and they couldn’t deliver the post. Again my hope and indeed feeling post the announcements of the last couple of months, progress is finally starting to come through. You can keep digging up the past but hopefully you won’t miss the changing winds.

Apologies LTI, you didn’t say 100m, I was just using your post to support the idea that the possibilities are are huge and to say the number could well be much higher than 50m.

What would you have said in his position? I agree, I think he was probably put on the spot and very crudely plucked a figure out of the air possibly basing it on the orders they have received and the total number of customers in each utility. I can’t speak for him and I’m just guessing. As LTI points out, he could quite easily have 100m but people would think he was a loon. Personally, I’d have said 10m and it would be happy to surprise on the upside but it might be equally unrealistic as it could be a lot higher. At 10m units, i would be delighted.

Can anybody help out with a decent assumption of cost per unit?

Struggling here to understand the contentious point. 50m is mentioned, 20% of the 250m roll out. Given where we stand currently, I’d be disappointed if they weren’t targeting 20%. At 10% delivery, we’d all be over the moon! What did you expect, “we’re the market leader In terms of units deployed currently and have stole a march but we’re only targeting 5% of the addressable market”?

Thanks LTI and always appreciate your posts as you know.

Agreed, ITT.

Even another order would be nice but not value changing. needs a decent set of results showing the orders convert to cash. They are proving this slowly as 4.5m received last year but will need a few More steps Forward without any further stumbles and it will be a different story.

Ha ha thanks.

I was only being Jovial.

Oh lord, Tony, calm down.

A nice, very slow, very painful, steady rise would surely be more preferable?

I do feel for all the deluded shareholders in Ocado, Tesla, Amazon. I thought they were deluded too. A quick look at their portfolios and I think they would have a name for me..

And that’s your prerogative, mine has been to invest into the tech, roll with the punches and hopefully be a beneficiary should the tech monetise and our shares are in demand. As Tony points out, a small level of EPS would hopefully translate into a very different company valuation. I will respectfully read your posts in future but now know your objectives are more short term.

Things can change very quickly in the market and holding short term might “cost” as you put it too. I’m not particularly interested in the share price unless more cash is needed immediately but the recent orders are progress and the share price will take care of itself. My experience, It’s hard when things fall, it’s harder watching things go up when you’re out.