Member Info for tonyj

LTI, I think there is a lot of anticipation.
JC has set his stall out well, just waiting for the additional signings.
I would not be surprised at going past 20p today.
Any contracts news should take it beyond 30p if as is suggested they are going to be for 1m units plus many times.
DYOR

ITT, I recon £250m will be a thing of the past shortly, one or two 1m unit orders will start the ball rolling.
Only my thoughts but I feel CC RF/Cellular could be the Indian Standard for Smart Comms segment.
No hiding the name but shown as proof of quality. I think Colour would say I should have been a PR man.
This one however looks like coming true.
DYOR

Very close
ii shows sell 17.4p buy 17.5p

Hi jake..your post keeps appearing then disappearing on BB so just read it.
Yes negativity is not much use. I think over the years JC has had to talk Cyan up or fold it. He has been pumping millions into it for R&D and has fortunately come out the other end with a front line all singing all dancing product.
As with all AIM, Smart was a new product that had to be developed and constantly updated for competition.
My suspicion is that like our SMET1, others have not done so well in awkward situations and India wants 99% reliability and coverage.
So JC's current CEO hype this time is in a strong position seeing INDORE demand and therefore it is a matter of possibly one, two, three months say to get big orders underway.
Like you I am satisfied with my dealings and my average remains well in credit.
2022 looks good to me.
DYOR

I wonder what today will bring.
I should imagine JC is anxious to disclose all especially as he is indicating that new orders could be a million plus units at a time. I would think as a guide working on existing total orders pricing of 1m units = £20m approx and looking at the interviews income could possibly be more per unit. If Utilities through OPEX can get Smart free at point of installation then millions per contract could well be the order (pun) of the day.
DYOR

Thank your lucky stars ITT, 16.75p on anticipation is good going, one bit of news should take us beyond 20p and towards 30p. To me Pedro's 40p is within eyesight and possibly at lot more.
DYOR

SP gap is closing, are they expecting a buy run this afternoon.
DYOR

Strong buy..
I think you are getting there Colour, like it or not.
Everything must now surely ramp up. Besides the 3 majors there are other meter manufacturers in India. So given that CC has been taken into the fold, providing this key Smart link, these others will also come into play for numbers and if CCRF/Cellular is licensed into their software then production will speed up dramatically.
DYOR

Morning LTI.. I agree, I feel we are on the cusp of some big orders.
To me the beauty of it is that CC is the lynch pin for Smart in India, it has been proven to the satisfaction of EESL and the Indian Government. There are others but CC has been widely accepted. Who knows in the near future CC may license their software directly into manufacturers meters this would speed things up considerably.
I see early horizons for 40p if all goes well as JC is indicating just that.
But definitely DYOR for others.

jake
https://m.republicworld.com/india-news/general-news/india-global-forum-2021-relations-with-india-deeper-than-trade-says-uks-rishi-sunak.html

hello jake, hope you have not been naughty, me, me as if. LOL
Rishi was on the June agenda.

jake, did you see that 14:24 19000 sell.
I wonder who that could be.
Would not think it would affect SP, you never know do you.

Thanks jake, I do not know much about these Forums, but it was reported that Rishi Sunak attended last one, does he have to pay.
I must admit a bit slow of the ground publishing speeches. However until I hear otherwise I feel it is the best position for CC to be in, rather than on the outside looking in. If business is done this way so be it.
Colour is asking JC the value of Forum and cost, I think.

Colour I do not think so, this was UK and Indian Government I believe, so we paid.
To allay your fears send them a message.
Was it paid for by CC or was it not paid for by them.
Simple. Do let us know.

Colour, certainly hope so.
Keep at your Trilliant task in India.
Only the facts mind you.

Colour lets have that info on India and of these other competitors and their achievements.
All you do is repeat silly things not involving my cash investment.
It was a high level Forum, JC was invited to speak, you do not know it was a paid to attend event and if it was does it matter.
Watch out for Intellismart order, that is more important.
DYOR

Colour don't worry about other matters just enlighten this BB on the advances of Trilliant and Wirepas in India.
As we all know CC does not produce meters just that little bit in the middle that makes them smart.
CC will probably become the standard in India for those Comms, they are efficient in operation, appears price sensitive, quick to install. All this depends on the contract organisers, CC can act quickly when needed.
I always come back to INDORE, I hope that as they, and Indian Government, are so pleased their expansion that MPWZ may actually place the whole Utility order (I think 4m) on a rolling pipeline of 100,000 per payment.
Just Monday thoughts, DYOR

Colour stop ranting. The word embedded does not necessarily mean fully integrated software as with BI.
I used to think that, jake may know more.
I now understand that it is specialised software that can be added, as with Siemens, to that piece of equipment.
Try to stop leading us round the houses, update us on Trilliant and Wirepas as you know it all.
You stirred it up way back saying how good Trilliant was.
If not shut up altogether and wait for next cc update.

Sorry Colour, do not understand your embedded comment.
Also Indore appears to be the most celebrated achievement in India, hence the showcase.
Get used to the idea that CC have cracked it in India.
See Siemens interpretation of embedded.
https://www.plm.automation.siemens.com/global/en/our-story/glossary/embedded-software/64121

For any new onlookers, the attached was the latest R&D update for CC RF.
By combining RF and Cellular CC have made a module and Gateway that fits all situations, all meter manufacturers and is 99% efficient. They have always been competitive, not attached to a meter brand, quick to install and with the new OPEX finance I should imagine greatly in demand as India gets underway again.
DYOR
https://cyanconnode.com/cyanconnode-launches-cellular-metering-products/

https://cyanconnode.com/cyanconnode-launches-cellular-metering-products/