Member Info for tonyj

Thanks for that LTI, CyanConnode has now got its head over the wall. Smart Energy International, a prominent magazine, chose to run it so there is a lot of expectancy.
I think it is generally agreed after INDORE that CC can produce the goods, numbers at any one time may be demanding but volume is about to happen I feel. Obviously R&D will continue for other products, EV's etc but the returns are now about to arrive for Omni.
More press releases now would probably pay off.
DYOR

Hello ITT, I started this ARM chat so I think we should drop it, LOL.
I was just highlighting Software companies, if they are successful there is big money, the ratio mark up of earnings to expenses is, unlike manufacturing, large so with every 1m > 2m > 5m new contract the costs theoretically fall. I should think this allows for better price deals and more contracts. I do not know how far JC got with manufacturing licencing of if he pursued it but again in theory that is all profit with no hands on or costs.
All my thoughts, DYOR

Hello 2cv, thanks for that, it was previous sale. So it is now ARM - SOFTBANK - HP I take it.

Just seen my own error, ref Sat 13:22.
ARM was sold at £24 billion not million.
This tension of waiting in limbo for contract information is probably keeping buyers temporarily on the sidelines, with the main markets also being unsettled. To succeed in getting one or two 1m new contracts should release the handbrake. A Hardman report would come in handy right now, they must be looking at well over 40p considering we recently achieved 29p with a lot less going on. They reported about this time last year I think.
DYOR

Thanks for that LTI, worth seeing the quality of JC's engagements.
Just thinking back, ARM was a tiddler in my days.
Hence my rose tinted glasses for CC a software company.
DYOR

Afternoon all.
Hopefully all of these tenders for September will be processed quickly. In the past is was hit and miss, withdrawals, rethinks etc. Now with free up front costs, the success of SLA's in INDORE and MYSORE, I think that there will now be a scramble to get contracts signed up. Looking at a possible 250m in say 5 years there will not be a lot of spare capacity between all the manufacturers put together.
LTI notice in your 16:22 you mentioned past employer SoftBank, were they the bank that bought ARM for £28m.
I still think CC is on its way to £4. and perhaps a lot more.
India wants its Energy (Smart) well underway. Currently CC is the Smart that can accommodate all meters and setups.
If JC can keep to within reasonable pricing and delivery guarantees I cannot see Utilities looking elsewhere.
I have seen past Software companies bounce out of all recognition with SP going up to X 50P/E. The point to remember is that CC has 240m shares not billions and with demand would soon run out and if the Funds show interest needing to balance their books then a big jump. I seem to remember a few years back that, I think, it was VW scarce and buyers were committed to buying. Now that is dreaming, LOL.
All my own imagination. DYOR

ITT, they may not be right up to date but the last 6 months has been a waiting game.
It will be an interesting balance between work from Intellismart and work from others for CC.
I feel that there is a ton of work about to be unleashed. JC's laying out for raw materials at beginning of year could make CC a fortune if all goes to plan.
DYOR

Hello LTI, putting aside the technicalities, is CC involved in this tender, CC can do NB IoT so will that put them in a better position.
Jackson Hole has dampened the equity market but I feel CC is now worth at least 30p - 40p so will possibly get there very soon.
India is waiting to get underway so it is surprising the NB IoT was not already dealt with.
DYOR

That's a very good point ITT. I do think though that it will not arise, our 1m units contract is with Genus who we already have credit cover with, Intellismart could well do the same as it is in their interest to do so if using other manufacturers, the other majors I think would do likewise. If CC continue as with Genus where each credit is only for a month or so for turnaround then the risk is nominal.
I think JC was waiting for this 1m before making reports and as time has gone by we are approaching these big contract orders, I should not be surprised if CC get another 5m units by end of September into October.
It will be interesting to see how Hardman evaluates these latest moves.
DYOR

Morning ITT, I was only concerned that onlookers do not do background but just read the screen.
I must admit that I thought the 1m unit win would have pushed us up to 30p - 40p.
I feel the value is there but are there manipulations behind the scenes, is someone building, Hardman will probably update soon and that should create a massive jump as their opinions this time will gather momentum with all the contract news being factual.
DYOR

Due respect ITT, but not much point in raising that issue, we know situation is currently very good but onlookers would probably not.
I would be happy if CC bought back £1m of shares or more for treasury and used them as bargaining stakes.

Hello Colour, very good point.
So why has CC got the second 1 million.
Was there a problem.
Could it be that CC RF/Cellular is superior, if so may possibly get 40% or more of total 250m India requirement.
I think we are on the brink of massive orders and many a.s.a.p. requests.
DYOR

Colour, your observations.
The recent contracts have been immediate starts + 24 months, to me that is a.s.a.p.
With OPEX giving Utilities no cost starts a lot more tenders will probably flow in next 6months.
Most Utilities are 4m+ customers, these will possibly extend orders to full customer base to secure supply, allowing for existing contracts being extended and these new ones which will probably grow in volume by millions now it has started, is CC likely to consider production of 1m+ units per month.
No calculations as facts do not exist at present. Just my thoughts.
DYOR

Hello Folderboy, no reason for that, only recently we were running at 26p with a lot less fundamentals. Now with double that the SP should be at 40p plus.
It is just quick gainers taking advantage.. Equally it could be a minor book building, the sell is still at a low price for that.
We will see if there comes a time that you cannot buy large amounts.
To my mind there is so much going on that if you are in then stay in. Dealers don't like that.
If we got 25% of the current 11.7m tenders going through that would be a very good start.
Only my thoughts but a lot going on.
DYOR

ITT, not heard of Bidgely before, GoI is always running these thones.
In the case of CC as it a permanent connection it probably does all the major identifying of theft, so down to component level probably not needed.
If taken up would may be take years to progress, only my thoughts.

Morning ITT, I think Colour is right, we are are now in the realms of zig zag charts, nothing goes straight up, well almost nothing. The 1m contract puts us head and shoulders above the rest of Comms cos. My reasoning is that CC via INDORE has proved itself to be 100%, with OPEX costs have taken a back seat as Smarts seem to be making profits from the start.
Reliability, virtually no outages are the prime requirements. CC may not be the India standard requirement I envisaged but that does not stop all the Utilises wanting it and they hold sway.
There may be a bit of day trading going on but CC is a small share. To be remembered is CC has only 240m shares so quickly runs out with the brokers. We saw 26p to 29p earlier with much less information so I am looking at 40p to 50p.
All current orders are for immediate starts which shows the backlog, CC could finish up with 10m units by December, shares will be in short supply by then.
DYOR

LTI, looks like some high quality manufacturers available and as JC has said CC is capable of greatly increasing its Nodes output, so ready to go. We anticipated this widening into the bigger market but still comes as a surprise after a long wait.
The prospects in India and Worldwide are enormous.
Definitely a DYOR but quickly.

That should have read Intellismart/Genus/CC. It was interesting to see that CC. To me that meant CC was going to do all the Comms to HES.
Dark horse JC, had to waited for permission but what a winner.

Hello LTI, excellent first day, the big sale could well have been somebody who came at say 2p to 5p. Good profit.
The long term support contracts are very important but what has got my undivided attention is BIHAR. Is this anything to do with the 5m unit contract of EDF.
Is this Intellismart finishing off unfinished business. May be Intellismart/Genus now take over the remains of this contract working with EDF, followed by the rest of the State.
To me the key here is Opex, where previously money up front counted now we have speed of installation fast returns and total reliability, hence CC.
This is a big door opening wide.
DYOR

I may be repeating myself here but try this pricing logic.
In the past CC has said 1m units = £20m.
SP during that time ran 15p - 25p, so may be safely say 1p per million.
Now allowing for slightly lower pricing for bulk but equally saying the amount of monthly costs being that much smaller then perhaps 1p per £1m could be a good benthmark.