Member Info for Ruprecht

Simply Wall Street updated their valuation on Cyanconnode on 25.08.23. https://simplywall.st/stocks/gb/semiconductors/aim-cyan/cyanconnode-holdings-shares

A Discounted Cash Flow analysis, calculates Cyanconnode's fair share price to be 0.52 GBP.

The current SP makes CC significantly undervalued.

A few good (big) orders over the next 3-4 months, could see a significant upturn in the SP.

GLA Rups.

Genus Power

—We know that their 'Infrastructure' division are tendering for RF Mesh Networks.

—We now know that their total meter order book is now worth c 800 million dollars.

—Not bad news for a damp Tuesday.

—Good luck all. Rups.

Hi Vas, long time no contact. Good to read you on here and thanks for your posts—as far as I remember it was around 12.00 USD per unit over 10 years with 60 % in the first 2 years. Plus Head End recurring licences. Hope that helps— stand to be corrected if anyone has other figures. Best all. Rup.

https://*************.net/edf-reaches-500000-smart-meter-milestone-in-india%ef%bf%bc

apologies if this has been posted previously

best

rups.

Hi LT

Great. Many thanks for clearing that one up—my oversight. And good news too. Had me worried for a moment!

Happy Friday

Rups.

Hi All

Anyone notice that the Genus empanelment is for cellular. Sorry if I missed this, but have they dropped RF? Did they not do a large and very successful implementation with CC RF?

Best Rup.

Season's Greetings to one and all. It's been a fun year watching from the sidelines. LOL.
To all of those long termers and the newbies on here, have a wonderful break and may 2023 bring you all that you hope for.
Best wishes
Ruprecht

Hi MNM
May your weekend be healthy and fun.
Happy and successful investing.
Great memories of a very active board back in the day.
Best to all
Rups.

Hi Tonyj.........now you're getting my drift. look at my question again and think laterally!

Hello folks and long term holders in the UK. Long, long time since I was on here. Do any of the old crowd drop in? Sage, 911, Numpty, etc.
I do keep up with things, but no longer live in the UK, and obviously rarely post. LOL.
My thoughts anyway.
1. Why would someone with a large amount of Indian relatives, connections and networks, invest massively over the last two years in CC (7.37%)? Huge sums!
2. Why would someone involved in The City, and Private Equity, suddenly spend 500K of their personal funds on CC?

These may prove to be highly significant, and timely indicators as to the possibilities of CC.
DYOR and good health to all. Rup.

May I add my thanks for your report. I’m always away for the AGM, so hopefully some year will be in the U.K. and meet up. Same queries as Overfiend, in fact. Best wishes to all. Rup.

Hope all is good with you; nice to see you back on the BB. Agree, nothing positive to shout about really. Good luck to all lifers on here as well as the newer shareholders. Rup

Agree. Sorry for not being clear. SAP is pretty much the industry standard. It is set up by cheap offshore contractors who have no technical knowledge of 5he business. So the IT grumbles along unfit for a modern retail business. This is just one example of how poor and out of date management is. So, SAP is fine. But if they want to control their theft and fraud, they need to get SAP properly sorted. How can a retailer in 2018 allow a � stolen item� to walk out one door and come back through another door/ store and get a refund, from a scanned label that is not traceable, even to 5he fact it was never sold. The IT system is not at fault, but senior management failure to understand it needs significant investment and improvement. My IT friend is very knowledgeable and says the SAP system suffered from over a decade of poor investment. You get what you pay for and this is not the entire reason for the SP demise, but a symptom of crap management. Just my opinion. Best of luck Rup

I came out of these some time ago. A friend used to work there in IT. Says middle management and senior management are obsessed with cost cutting, rather than organic growth. She told me that IT systems cannot track goods and are so out of date that millions go missing in stock. The company SAP system is constantly updated on the cheap, with offshore contractors being absolutely clueless, and the company is so badly run that senior managers never get told about these issues, because of the atmosphere of fear and bullying. The whole management approach needs modernising, with a complete upgrade of the SAP and IT infrastructure, and this requires senior management with the courage and ability to invest where and when it is required. When my friend left I decided this was a basket case. Unless I see these positive changes I am staying out. GLA. Rup