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IS there another Zeus report LTI?

I read it was coming after final results!

Best Rups

..stubborn.....wilful.....unyielding....intransigent.....mulish....obdurate....bill-headed.....headstrong.....

Come on JC and team.....how do you expect this SP to move if you done't post a great RNS this week!!!!

I agree with Colour—this is the only SP in the world that would react to fantastic news like a soggy firework.

Sometimes I know it's only me buying, but come on guys—surely hands in pockets time—we could do with Mr Ghrelin back.

GLA Rups. (Maybe when Zeus re-calculate the SP it might generate the interest that RNS deserves)

Hi Tony,

Goa is a relatively wealthy, touristy, state of Western India—one of the smaller ones with a population of circa 1.5 million. So, my assumption from reading this, this morning, was that CC (DS) has got the whole lot. Its population density is also slightly lower that India's average (380 ppl/sq.km—vs 484for India average). It is coastal with some plateau towns and mountains in the East. The capital is Panaji, with 120k population—and once part of the Portuguese Empire.

Fantastic contract win—well done to JC and all involved—let's see the revenue growth Y/Y.

This company have spent time and money developing a robust IoT solution.

Globally we have not scratched the surface of how may application this tech has.

At some point someone is GOING TO SPOT this brilliant Anglo-Indian Tech Co as just what they need for their global growth ambitions. Vertical Integration in Indian Tech (or MENA Tech)—the valuations placed on the 'right fit integrations' are currently mind blowing— because IoT has such global growth potential.

I for one am very much looking forward to the next Zeus EV/EBIT based valuations. I think these combined with Indian/MENA Tech corporate growth will create a very interesting reminder of 2025. Tony's valuations may well become a reality.

Thanks LTI

An impressive suite, with incredible up-times.

We used to talk about "CyanInside" all those years back—this is now an emerging global player, with so much more to offer from A—B along the complete comms journey from consumer to DISCOM. This is an extremely attractive proposition for several BIG companies looking for this end-to-end connectivity as part of their vertical integration, in the unimaginably large market globally that IOT is. A few more big contracts and we may even be looking beyond Tony's valuations. IMHO.

And 2025/26 is looking very exciting.

Another top up for me this week into this years ISA

GLA—Rups

A couple of my buys are down as sells!

RNS—Tuesday would be my guess, according to form.

Then hold tight

GLA —Rups

A few buys. A few sells. Looks like a typical FY24Q4 B&B for the majority.

Orders—more of

Revenue growth—sustained

EV/EBITDA—ratio

income—without brackets

All this information will be available within the next few weeks

With ALL even MOST positive, CYAN will become a very attractive proposition for some, hopefully several big players vertical integration models.

Then, we will hopefully, see some silly numbers. GLA. Rups

Your figures are interesting Tony—here's my take, FWIW.

I have the tools to do discounted cash flow values, and several other methods—but today I'm going to keep it simple.

At the end of the day, sales are vanity, profits are sanity, and cash is reality.

So, if we simple look at EPS, and collect 1m GBP in cash (income) and with a tech PE ratio of 20-30 we would be looking around the current SP value. BUT—should we move to 2.5 net we would be looking at a SP of between 0.14-0.21 GBP.

And if 5m were possible, then we would be looking at (a) a good story for sale and (b) an SP of between 0.28-0.42. In the latter case their could be considerably higher valuation if the acquisition was seen as key to someone's vertical integration model. I think these are very realistic and with the latter certainly getting to your 1.00 figure with a tail wind. A couple of really big contract wins would make this a real possibility, as the global potential for IoT is really hotting up in the East.

**their—apologies

Agree Colour—competition is all part of the end game (which is where I think we are).

—for many years CC have been helping to shape the landscape with the regulators, and are well regarded, with excellent audit results to boot. There solution is very cheap to run cf cellular and their whole package is agnostic and proven to be so. Let keep our fingers crossed that 2025 gets some good contracts and a takeover at a price that will please the 'lifers' on here!—GLA Rup

Hi Tony

End of TY24Q4—converting to ISAs maybe!

Best

Rups

In retrospect—I completely agree.

Cheers colour—it was a genuine misinterpretation.

Rups

Pictures..... show....overwhelming respect for .........Hindutva.....which is good wisdom IMHO.

I really hoped that the board would get the importance of this...... all looks adherent.....good thinking....hopefully good business

New contract RNS to be expected in next 1-3 weeks... maybe more than contracts!!!

GLA Rups

....is back. These are buys—and lots of them.

And looks like a singe buyer.

Getting interesting......... we may end this week nearer 20p than 10p. All IMHO.

GLA Rups.

Like when the dogs or kids go quiet—you know something's happening.

That's my feeling and Mr Ghrelin too—we just need this to be noticed by the many not the few! This week could see a break through 15p (All IMHO)—if Mr accumulator's appetite is not satisfied.

GLA Rups

We certainly could Tony—GLA

Rups

Mr accumulator's appetite is not yet satisfied—we are heading rapidly to a 100% gain in SP over 4 weeks. Let's hope he keeps buying and his Grehlin continues to pump....THEN SOME NEWS........then we will hot 20p-30p very soon.

GLA Rups

Our friend is consistently accumulating—at this rate we should be nearer 20p than 10p by middle of next week.

At least one person in the world is still buying. A handful of these, a bit of good news and...........

GLA Rups

It seems our share price is directly responding to Mr Accumulator, who has been around for a few days now, and brings with him/her a circa 50% uplift in the SP. Some good news this week, might jut see us heading north toward a doubling.

Let's hope so—and a belated HNY to all the lifers on here. LOL

Good luck all—does anyone hear from the real long-termers like Sage, 911, et al. I wonder if many still look in.

GLA Rups— i think 2025 will see some big 'events' and movements