Member Info for tonyj

Morning fulcrum. I agree with your opening comments about CC still being in there (AIM) but the main shareholders came in at much higher SP's and have hung in so I would think they would not settle for less than £4.
If we started moving in the direction of £1 to £2 then the momentum would pick up I feel, especially if JC achieved licensing to major meter manufacturers.
DYOR

You might not like it coming from me but very well done Colour, I mean that.
You may not see the rosy future I perceive but CC is going to make good headway shortly and I think it will do more than just supplying modules. India is on its way at last and as RF is a meter requirement I would expect 20% of 250m if all goes well and perhaps more.
You have obviously DYOR, your endorsement will be noted I am sure.

Hello Fulcrum I fancy you are hoping for a buy out. If CC has the 'secret sauce' then it could be very valuable but I don't think there is something not already known. I have said before I think CC could achieve £4 (pause for Colour), the main holders have been in a long time and probably want a decent payout, if they see something now worth having they are not going to let it go for pennies. Cyan picked up Connode only because the Fund was closing otherwise we could still be looking for IPv6. Hold your breath a bit longer as I feel very good times ahead.
GoI would probably not want CC RF going to one company so a consortium of probably leading meter manufacturers would probably be an interested party and prepared to pay well to keep their smart meters protected.
I would go with some being sold off but only enough to protect us against a forced takeover.
As a small company with very few shares I feel long term we could see £10 (que Colour).
DYOR Well you have to have something to talk about.

I think that we will have to wait patiently for Sept/Oct.
In the meantime CC should hopefully get more from existing contracts like Assam AND JVVNL.
There is a lot of work about to be unleashed; as Multi says CC is a small company but I feel we are so well known for performance that we will get a substantial part of the total market.
DYOR

Well ITT, I think spot on. If APRAAVA want to go into Smart Meters who better than an ex CC CEO. If he uses say the already CC inside Genus he could have his Smart set up 75% done.
They obviously pay more than CC but equally he may be looking for APRAAVA CEO.
You just never know CC could do very very well out of this.
Wonder if JC proceeded with Licensing idea, Genus could be a valuable partner with this.
DYOR

Thanks for that LTI.
I was thinking of new contracts (via RNS), whenever there is movement without RNS I expect something in the following days. Lets face it there are a lot of people in the know, may be they should not act upon information they know but it happens.
DYOR

I feel that there is something afoot here.
Has JC at last got something lined up.
DYOR

Colour I think we all know the position he left, the point is will it be to CC's advantage.
As I said APRAAVA seem to be well into higher energy like pylons.
So would it suite Rajiv to have tried and tested Smart Comms from CC.
DYOR

Morning LTI,
No, my comment was why he left Schneider for Intellismart, big move to new jv, also further on had he not left Inellismart before joining CC.

Thanks for that Colour, wonder why he left Schneider, Intellismart had only just started, then to move to CC, puzzling.
At APRAAVA he would be hard pushed to move them into Smart Meters unless he is going to contract CC.
That could have been a bargaining chip for getting the job.
Even so I would have thought he would have stuck with Schneider.
DYOR

Afternoon LTI.. As you have been looking at Rajiv perhaps you can enlighten me.
2015 -2018 was Rajiv not Head of Business (AMI) APRAAVA before joining Intellismart.
I may be wrong.

Morning.
I will say when immediate changes take place in a company I have great suspicions.
I have looked at the downside, you two know more about India than me.
Now the upside; when Anil left CC we were on the upside, after a short time he rejoined CC and probably because of his connections we have dealt with his company since then. GoI delays appear concluding so we should be away.
Coming onto Rajiv, if my research is correct and he has rejoined APRAAVA in his old position so because they are primarily generating side it could well be that they will use CC for their Smarts Comms in meters, if CC is as good as we think then he will have first hand knowledge CC capabilities. As APRAAVA are well into higher level generation/distribution then CC could provide that Smart element they need.
All guesswork as I do not know the circumstances.
DYOR

Handy, I do not think the Government would see it like that, they are probably not as versed as you on Comms.
At present communications are the key to the world, security and energy.
Because the private sector is not clever enough to be able to give guarantees it is always possible for a worried government to reclaim sovereignty.

Colour I agree with you on this one.
On Kumar, from what I can see he was Head AMI Business Apraava 2015 - 2018 and joined Intellismart when it started in 2019. Any luck your end.
It would suggest that Apraava are not really into Smart Meters.

Well Handy after all these years nothing has to give soon, given all your security quotes if Labour get next election or Tory for that matter, is it possible to renationalise just for that reason.
They sold it cheaply so will do likewise getting it back.
A bit like BaE with its golden share.

If so was Kumar shown the door.
Very competitive at the moment.

Have not had much time to look Colour.
Could it be that Kumar went Apraava - Intellismart - CC - Apraava.
If so could it be to find out a bit about the Smart Meter end of business.
DYOR

Was Kumar previously at Apraava

Looking at what is unfolding,
I feel that with all that is going on, existing contracts, Assam etc. and awaiting SLA list that CC should now be back in the 26p -29p range.
DYOR

We have not yet had SLA list of approvals, however contracts are moving, when the group of contracts covered by SLA is published we will hopefully get at least 20% of the 37m units on hold. This will add to what CC is currently achieving.
DYOR