Member Info for tonyj

Hello Colour, looks like your detention did not work.
L+T, GENUS, HPL, but you knew that so what's the point.
INDORE which is now over 500,000.
So now we wait upon Intellismart, who you said did not want or need CC but are now working alongside us.
Moreover EESL have coupled with CC for Africa. These are the biggest players in Indian market and owned by GOI.
Right, now let's see all you know about India and not using CC.
Don't forget JVVNL, INDORE, The Southern unnamed, the Northern unnamed one. Hardman's report.
DYOR

Well Colour, what a load of twaddle. In the early days EESL was not around and we were taking off via Mumbai so entirely different outlook. The contracts that are running today are 'sticky' and developing.
There are probably others in India that match and are approved with RF Cellular and Agnostic (that means can fit in any other meter or HES system). This R&D has been developed over several years and means CC can literally fill the comms gap between customer and Utility's Control. INDORE has proved itself to GOI, other states, other countries and if selected would be 99%+ efficient. CC is imbedded in the 3 major meter manufacturers who I believe have 50% of the market and will probably do the same with the next level down of manufacturers.
For my money CC is a fair bet and likely to give good results in coming months.
DYOR

Hello jake.. I asked how the Forum went and if speech would be released.
Do not ask if straight speech or interaction but it went well.
Away from Forum what I am waiting for is more news from INDORE, JVVNL etc and any breaking news from Intellismart.
Things do go slow but this could all be big news, I take it deliveries are still progressing.
Time to top up jake if not already done.
DYOR

Couldn't see anything ITT but I think something is going to be issued.

Hello Pedro, we all know that from the beginning to end of contract confirmation it takes ages with Smart.
I should imagine all companies are in the same boat, the exception way back was when EESL, probably with good intent, engaged manufacturers who had not made meters before, that soon dropped out, I think Colour commented.
When Schneider took over L&T I wondered if things were going to change for CC but it looks like they are deeper involved with them, a good sign. Next couple of months should see 20p and 40p if its all happening as it appears.
Colour may update us on Trilliant and Wirepas as he is in the know.
DYOR
Contacted CC and they said Forum went well so should see some info when available.

1DAY.. I feel there is something in the wind. If it is big it will probably be difficult to pick up shares with so few of the total (220m) in circulation. It takes some time for RNS's regarding India but I recon we may be pleased when it happens.
DYOR

1DAY.. sometimes it inverts, not often. Soon adjusts.
Colour, you are coming away from India because it does not suit you.
UK will still produce something but India and Thailand will be the current goldmine.
No update on Wirepas or Trilliant yet, they must be making headway, you were so keen that they were going to knock CC out.
You are clasping at straws, think positive, in one year we have risen from 2p to 19p (top).
Give an observation on that please.
DYOR

Dont hold back Colour.. CC in UK was only an addon, so not volume as such.
Bangladesh, change of Government.
Iran ,US reimposed sanctions.
You roll out the same old rubbish; talk about INDORE, JVVNL, Thailand, Intellismart.
A saleman does what he does at the time and moves on, don't just pick on the negatives.
Remember Mumbai, TATA contracted us for equipment and training, we then bought Connode who covered the other part of Mumbai, they were struggling as Smart was just taking off, GOI then changed course and you said CYAN was not needed. That was some time ago but now contracts like above are taking off, so much for your knowledge.
DYOR

Morning 1DAY.. I think the Market is expecting some action, considering recent rises without orders but in anticipation.
I have said before I think CC has not been in a better position.
It is capable of providing the complete comms link for Smart so the Utilities and meter manufacturers can put that to one side and get on with production. As LTI would say, interesting times.
DYOR

You are doing it again Colour, quoting without substantiating. In the past your outcry was prove it.
I think you will agree, may be not, that IPv6 that came with Connode was a Godsend.
The UK contract with Telefonica/Toshiba I understand still remains so CC will still fill the 'notspots', therefore it is only if aerials etc improve that things will change.
CC's main focus has always been India and unless you can prove otherwise they are gaining a lot of ground.
Don't forget Wirepas, tell us about their India contracts, they must certainly have some and Trilliant (remember the 1m units achievement for which apparently they only did the HES ). Was that the contract that CC has been called in to sort out.
DYOR

Hello Colour.. its nice to see you participate occasionally now.
No value in highlighting UK, it was only ever a 'notspot' solution so volume not involved.
With India I don't think you know what is going on. CC has been invited into the EESL/Intellismart structure for India. Whatever was previously contracted seems to have not gone to plan and CC appears to have been called in to sort the problem for Intellismart. A very good advert and opportunity. Be interesting if Retrofit takes off again. INDORE appears to be happy with their smart installations and I expect are being viewed with envy as making money.
I think you have conveniently forgotten about Wirepas and Trilliant but may be just as well.
If you are not into CC I don't suppose it matters if we make money or not.
DYOR

Evening all, been out all day. My prediction for y/end was 20p, a bit tongue in cheek. Having seen that 19p late comer I think 20p with may be Pedro's 40p at 31/3 a very good guesstimate.
There is a fair chance we will get some good news Nov/Dec/Jan. Just for Colour a 5m unit pipeline could double it 80p.
Possibly big pickings ahead, the key is probably to hold tight and wait for share shortage.
DYOR

Yes jake, hopefully get a feedback in coming days.
Spread is big, presumably to deter sellers, enough stock in play.

1DAY.. You should have watched the graph, a vertical line is always suspect unless accompanied by a massive order or income. That is what trading is all about. Wait for it to settle then top up to average. CC is still active.
DYOR

Agreed Hmmm.. I was going to say all of a sudden it is happening but deals have probably been building for some time.
I was being hopeful with 20p by 31/12 with so little time but I think that it about to happen.
Next step the golden 30p which we remember and possibly on to Pedro's 40p.
CC RF/Cellular is probably the ultimate product for both Utilities and Meter Manufacturers in India.
DYOR

Very strong buy..
jake, not the way I see it. If you disclose an order you do not have which customers house it is going but can later mention it.
I think we are possibly going to achieve 20p. soon.
DYOR

India Global Forum... It will be interesting to see what comes out of this meeting.
Rishi Sunak was among the speakers at July 21 Forum.
I am impressed that JC was invited to speak, you have to be invited, it is not a paid for net working event.
This is a serious Circle to be involved in.
DYOR

888, is that a Chinese interest I see, LOL.

jake, a few probably but at this point will the BUY stay up, depends on how many needs to be held by dealer.
As I understand it anything that has been disclosed via RNS can be expanded upon, i.e. £18m.
To me this conference is more important for the socialising of India, Commonwealth and UK dignitaries.

Crickey LTI that's more confusing than the yearend accounts but as long as it is correct that's all that matters.
Hope this IndiaUK conference will be fully recorded, I have a strong feeling CC is going to be more in demand on an open basis. That is to say rather than being hidden away for commercial reasons it could become an Indian Standard along with INDORE. EESL/Intellismart have not tied up to CC without good reason. If they had problems it could bring them back on track and they see INDORE not getting any problems and making money.
A lot of it will be down to OPEX financing but I feel CC could get 50m+ units plus HES and the next obstacle being supply. That would be a nice headache and JC has probably got that in hand.
Working on current pricing for existing 1m units of £19m I would think that CC is looking at an SP in the £'s.
I may be a dreamer but watch this space.
DYOR