Member Info for Ruprecht

Someone is accumulating.

GLA—Rups

People buy shares and the price rises—no mystery there. Looks like someone has decided the family ISAs —about 2 full ISAs loaded up today.

The problem with the share price here is that no-one has been buying. When I load up my family ISAs, there is a big jump in SP—and then everyone is surprised. The only surprise to me is that it only ever seems to be me loading up my ISAs—lots of BB chat, but very little buying.

Whomever loaded up today—should get a very decent return IMHO.

Don't ever do your own research.

Good luck all

Rups

Hi Vas, thanks for this. A really excellent piece of news for CC. Following yesterday's rather deflating news—especially for us lifers— this would be a massive fillip for the hopes of all shareholders. Is this a contemporaneous report from Phil Beecher? If so, there may well be a corresponding and significant rise in the SP—IMHO.

Hi Jake. Yes, we have all shown great patience, investors and board alike. When the company transitions from cash consumptive to cash generative, the SP will reflect that. And, I cannot remember a bigger, and more timely opportunity for any AIM listed company in my years of investing. My genuine opinion is that the (not inconsiderable number) ducks may be finally aligning. For the “long-termers” that would mean a welcome transition. May 2024 be good for you and the others on here, both new and old. The benefits of this Anglo-Indian synergy, will make sense to one of the global players. And once that begins, hopefully we will all get a pleasant surprise.

GLA. Rups

Two Indian government bodies have now produced recommendations that are super important, and super exciting.

1. RF is the best option for last mile comms because of —security, efficiency, ease of use/install and cost.

2. WI Sun should be the basis for that RF deployment.

3. HES should be fully interoperable at each DISCOM.

This is exactly what CC do, and have done millions of times over, with audit trails showing >99.5 % SLA agreement for data acquisition, two-way comms and reliability. And, in all sorts of challenging terrains.

We already know that Cyanconnode are highly regarded, and as 'thought leaders', in the Indian smart meter rollout, as they have been at the centre of this very well organised planning and roll out for nearly ten years. What they have promised to be the best way, has worked, and lives up to SLAs at all levels. The announcements of both the BIS latterly, and the SMGF before Christmas, shows how ingrained CC are in this process for 250m meters, and supporting connectivity and HES.

It is possible that CC will be a global player in the very near future—keep the faith and GLA

Rups.

Hi ITT,

It used to be circa 12.00 GBP with 60% payable in first two years and 40% for next 8 years. The HES and other parts of the contracts were additional.

GL Rups

In note with CC's current order book—Simply Wall Street have calculated a cash discounted fair value of 18.00 pps.

This bodes very well for any new orders—as well as current buyers.

GLA

Rups

Hi Vas,

The ISGF recommended agnostic Head End Software in one of their bulletins in 2023—that could integrate cellular and RF, the two main IoT systems in being used in India.

This is therefore a timely development by CC.

I not that Trilliant are also 'one of the partners' for HES to Intellismart.

GLA — Rups

Hi Colour

Thanks. Do we know of any/what connections with CC?

Best

Rups

Thanks all—Tamil Nadu has the same population as the UK

RNS—I pick up on John's words "pivotal point".

I'm glad he sees this particular juncture that way—

GLA — Rups

Thanks LTI for the links

I note that without this current order "Simply Wall Street" values CC at 36p

This bodes well for a very exciting 2024.

GLA —Rups

Great order from MC.

The next logical question for me is—

Do we know the number of meters in total that have been awarded to MC?

We would then know the significance of this beachhead's true potential going forwards.

To me the logical SP (considering this order alone is worth 1/3 of CC MC—thanks to SBP other site) would be 20+p.

This is a truly great start to 2024.

GLA—Rups.

I note the two big buys yesterday—someone has spent 190 K and is obviously optimistic that 2024 will see the orders filter down to CC.

GLA —Rups

If the links dont work, simply google "directors talks cyanconnode" and look for the 48 page ISGF report.

IMO a very important document at a critical time for the company. It's dated October 2023, so apologies if everyone has read it.

Rups

The whole paper is worth a read and recommends A SINGLE AGNOSTIC type of Head End which is exactly what CC has produced and demonstrated can work efficiently with very high SLAs.

I suspect we will have a very exciting run up to Christmas this year—and a very fruitful 2024.

GLA —Rups

https://www.***************************/cyanconnode-smart-metering-in-india-embracing-rf-technology-over-cellular-for-a-robust-and-efficient-future/4121132647

if you go yo the botton of the page you will see the isgf report

i quote "ami requires two-way communications between the smart meter and the discom’s computers in the control room (or on the cloud). various communication technologies, either individually or in combination, have been used by utilities worldwide for ami. major utilities in north america, australia, japan, nordic europe, south america, and south korea have opted for the radio frequency mesh (rf mesh) solution for their last mile connectivity. "

on my opinion this is a highly significant piece opf advice for the "not-for -profit" isgf.

good luck all. rups

Thanks LTI—very useful. The crucial factor being that should someone make an approach, it is in the seller's interest to release an RNS ASAP, so SP rises and more bids are hoped for. Agree—not just yet please!

Good luck—I don't post much these days, but pop in and out, to see what the ''lifers'' are up to. LOL

Rups

LT, thank you.

Is my assumption correct — that should any potential buyer approach CC, be that PE in the UK or one of the big primary player partners e.g. GENUS in India, that 'approach' would have to be announced by CC as an RNS—before any discussions take place. Imagine what that would do to the SP!

Best wishes to all—sounds like we will see some important news in the very near future.

GLA—Rups

From memory some years ago I believe one hub connects 200 devices—so the answer would be 7000 —ish.

GLA

Rup

Wow

That's a rather large feather in the CC cap I would imagine.