Member Info for tonyj

Just re-listened to Presentation.. I feel we are on the way to 30p by Christmas.
JC is obviously constrained by rules but went as far as he could.
To me there are obviously big openings waiting to be signed off.
If singular 1m contracts are looming the we should see massive jumps in CC SP.
Hardman has more leeway on information and we are pointing more in the direction of their predictions.
Pedro's 40p is just around the corner I feel.
DYOR

Morning Bordersman.. An observation if I may, I would have agreed with money possibilities if CC was a car manufacturer and needing to build a new car plant but CC is an add on and does not need those costs. In India I would think the meter manufacturers, EESL, Intellismart would provide letters of credit if necessary. If CC maintains a cash inflow from deliveries I should think those costs can be met.
DYOR

Technical MPWZ may be but I suspect one happy Utility.
DYOR

As I said Colour I forego the pie, I am now looking for 30p with all the info springing up around us or to come .
DYOR

Just watched presentation. Impressive.
I get a lot more out of verbal accounts.
Picked up on talking to other, larger, Thailand company. I think MEA which we are dealing with has 4m customers whereas as PEA who we are about to talk to is 20m+, also I believe Itron is involved there. Could be very very interesting.
All in all I think CC has the gear to meet any Smart problem and if we ultimately get properly imbedded in various makers meters we can speedily meet all orders virtually immediately.
Big times ahead and way beyond CC's conservative estimates. A mini ARM or Intel.
Fill your boots Colour. We got from 2p to 20p and a lot more to come.
All my own thoughts so DYOR.

Well we will have to wait until then, you have to see it for yourself. Either way CC is doing very well and as I said before, in India at least, could well become the Smart Comms standard.

Colour, you seem to think that all awards are paid for.
I have spoken to John Cronin about this.
He confirms that CC is not a paid up/member of Cambridge Wireless and that award came out of the blue.

Well anticipation has got us thus far, it's now down to the RNS's.
Hopefully any time soon.

I think something big is coming. Orders of over 1m units have got to mean serious money as most R&D is now achieved, production costs are low (small increase recently) and deliveries rising.
I still think CC RF/Cellular (or in parts) could be the norm for India as it has stayed the course, produced terrific results in INDORE, kept to time and is picking up new customers which will hopefully speed up now.
DYOR

I agree Colour, past updates could be put down to CEO's enthusiasm that have not paned out but current information is jelling into long term optimism. I think our newcomer last year is buying up and patient Fund managers are seeing the direction that Intellismart and India is going. Before OPEX I think there were problems with funding and of course if any of the previous Contracts have let Intellismart down then it could be an open goal for CC with massive contracts.
DYOR

I think we are all waiting in anticipation.
It's a pity that Indian paperwork does not move faster.
If any of what has been discussed comes about by Christmas i feel there would be a good chance of a bounce to 30p.
Eyes on 1m unit contracts and Intellismart orders for retrofit and future orders.
DYOR

Morning Colour..
If it's UK you are referring to you must be practical. It is on the backburner, it was supply only and for 'notspots', everything has slowly got put back so not that important compared to India. It's still there and looks like it will come at end of the easier to install meters. It seems the Government has allowed this to happen, it did have a first come first severed policy at beginning. Just concentrate on India and Thailand for early income.
DYOR

Hi All.. Arden are now getting less conservative and will probably jump in the direction of Hardman.
Reading JC's report my brief view is that he is covering problem areas such as Cov and possible material shortages but what he is really saying is that CC is in with Intellismart and possibly a good proportion, if not most, of the 100m unit first phase could be in CC sight. Pedro's 40p may be with us before Christmas.
We could exceed 30p this week.
DYOR

Hi All.. Arden are now getting less conservative and will probably jump in the direction of Hardman.
Reading JC's report my brief view is that he is covering problem areas such as Cov and possible material shortages but what he is really saying is that CC is in with Intellismart and possibly a good proportion, if not most, of the 100m unit first phase could be in CC sight. Pedro's 40p may be with us before Christmas.
We could exceed 30p this week.
DYOR

Well done Colour, good find, you have a sense of humour, LOL. Get some more before we have a breakout.
Considering we have had this activity from funds just doing research then any Contracts I think will have a massive reaction. Breakout could happen this week, say 30p+ if there is an over-demand.
Just a thought, DYOR.

Not per mille but per million.

Don't let it worry you Colour..
Pedro, you are right we are concentrating on India at moment but EESL Africa, Thailand, SEW Worldwide etc is probably worth as much as India again.
JC is referring to million unit contracts and Hardman was in a similar vein.
If CC achieved 20% of India 50m units @ £20m per mille that's £1bn ( steady Colour) and the same again elsewhere in wolrd then allowing for being spread over a period of time I would be looking at an AV of at least 400p.
All yours Colour but do remember the pie, LOL.
DYOR

I will let you off Colour.
Too pleased at the moment.
As you say this is all without updates.
Nevertheless there is a feeling of certainty, at least by me, that CC has got Intellismart order(s) and is well in with EESL.
That is some achievement.
DYOR

ii showing sell 1926 buy 1985

Hello skypool.. are you a shareholder; questioning why you are raising this matter.
Many management teams move around and some are dismissed. In the most part CC is providing software modules or software direct. As I see it apart actually from organising deployment the work is mostly done. They have HR etc but what concerns have you that are outstanding. Individuals often have moans especially if sacked.