Member Info for tonyj

' to a couple of some key questions'

Colour, actually yes as I did before.
I think we all should as we may get an in depth answer to a couple of some questions.
For instance the possible Intellismart 3m unit contract, that would be a game changer.
I feel there is a lot going on and this may be JC's opportunity to open up.
Somehow I think he is eager. Lets face it an amalgamation of any of what has been going could put 50p on top of SP.
DYOR

Keep going ITT, nice idea, could just happen.
DYOR

Morning All.. PRESENTATION.
I think that there is a lot of confidence regarding CC's position. Possibly hear more about Intellismart MOU and the 3m units CC could be involved with on the already existing 10m unit contract.
As the presentation has been advertised and is open to all then may be we will get more in-depth information on all the happenings now and future. Very interesting.
DYOR

LTI I think this AGM will be an eyeopener. To me there has been a complete turn around in India. If a few more of these mini starts occur then Utilities are taking advantage of the INDORE effect. Making money from the outset, not usual in India. Now I am getting carried away but with the advent of Cellular I think CC can be entrusted with the whole Comms of individual Utilities and the Intellismart pipeline leaving manufacturers to get on with making meters.
I think SP will respond to this possibility before AGM
DYOR

At 10:34 that last 100,000 would have been a buy. LondonSE should sort these late notifications.
DYOR

Sell is 13.30 at ii

Morning Colour, I think you need to take your doomed, doomed, hat off and look at current situation.
CC is in an industry of £bn companies, had ups and downs financially over years mainly R&D.
Recent float was on a rising market and went from 9p to 14p.
As JC knows all he would probably have liked to participate at 9p if allowed.
Practicalities:
CC has just obtained 2 contracts, Africa (100,000) and North India (152,000), full HES etc.
Both commencing immediately, most unusual, no consortium bidding and no years away.
These may both be indirectly part of EESL pipeline, I don't know but neither do you.
As we did not know these 2 were coming then what else is there to come, what if;
there are half a dozen more of these mini start contracts (say 600,000 total).
Could these mini starts just be to prove HES in place and working,
if so more 2nd orders could follow in months as only for meter installations (Canopy).
If these Utilities are engaging with OPEX at no cost I think they will want in.

Your thoughts Colour, try to make it briefer than me, LOL.
DYOR.

Thanks jake, your last para sums me up as well. AIM to most people is a folly, Hold them or fold them (great song) covers it for me. If I made 10>15% on FTSE100 I would consider it a good year. I have covered my average with CC and from now on if it made 10% or 1000% I would be happy. I have seen some great balance sheets fizzle away on the turn of a wrong product so I place more faith in background knowledge. For instance Cyan were not really interested in UK Smart because the volume for their unit element was not big enough when factoring in R&D. However JC saw Connode suffering, they had IPv6 which he needed and would have to develop, Reliance who were using Connode, had the other part of Mumbai, so it was a no brainer and looked good on the books, never trust the books.
I feel CC is now set up to sweep India with either the full set up or 'notspots'.
So 1000% for me could be in sight. Hope Colour does not have a heart condition and sits down.
DYOR

Hello jake, happy with the rest of the comments?
I was referring to Arden (17.5p) and Hardman (38p).

Weekend comment. Again I am going to try to limit posts unless RNS appears.
I was pleased with the finals, considering Cov I was impressed that the production held up.
There is a lot to be played for in the Indian market and surrounds.
I think PI's should be looking away from balance sheets and more towards Overview.
Analysts range between 17.5p to 38p on pre-existing contracts. I think 20p must now be the early stopping point.
Hardman suggests CC should get 3m units of the 10m current running contracts that Intellismart have.
Does that mean that 'notspots' are running at 30%.
If EESL/Intellismart get 100m units of India could that mean CC may get 30m.
In these last 8months there were obviously dealings going on behind the scenes.
I wonder were the latest 2 small contracts (not Pilots) part of the EESL Pipeline System.
We did not see these coming and they were All-in-One HES - Gateway - Meters; that says a lot.
Is this what EESL/ Manufacturers want, somebody to deal with the Comms complete which CC can now do.
CC is now actively engaged with Genus and Schneider, HPL may be next with their new approved system.
All in all I think CC are well in the thick of it and when you go into a casino you need to have a few bob in your pocket.
All my own thoughts so DYOR.

t

Your are right pawn, moving slowly up.
12.1/12.5 by ii.
DYOR

Well Colour this is definitely a party for the present, the best is yet to come and could turn into an Hoedown, nowhere near a wake, LOL.
Apart from the 07:00 RNS misprint it is all very good.
Orders of various sizes are popping up and some immediate.
Now surely good even in your book.
DYOR

ITT, don't spoil the party, as long as you get your mark up and you have not done badly from when you were looking for 7p SP not too long ago.

Smart is a difficult market but CC for a small company could not have positioned itself better in my opinion.
New orders, new territories, alignment with Intellismart and EESL, these current small starters with Schneider and Africa being immediate deliveries. If the Intellismart possible 3m units occur I see no reason why the anticipated 17.5p should not double.
DYOR, totally my own thoughts.

Not bad at all.
A few more starter RNS's and in my opinion we are away.
JC good team effort to achieve such a turn around.
DYOR

Thanks for that Pedro.. I suspected stockpiling was continuing. In all areas it will now be a matter of training enough fitters and getting into customers. A thought, may be repeating but if Intellismart are possibly having a 30% default (notspots etc) then that may be replicated througout the 250m or so units in India alone + any gateway/HES + Thailand + now Africa.
Don't get carried away Tony but looks pretty good. Especially these last 2, with no pitching for contracts just straight in to a 3Q/21 supply line. I suspect lot more to come as CC can provide from end-to-end to supply only and the vital last-mile.
DYOR

Hi All..
Closing thought for the night. I am not aware of anybody mentioning at this point the CC tie up to EESL for Africa which was laughed at by certain amongst us. Yet in so shorter time, months, could this be the result.
DYOR

Colour I never get embarrassed, most of my comments are well thought out. I do not go for your technicalities, I let you and accountants (Heather) do that worrying. You can see that CC is springing to life, with small contracts but spreading and buildable, better than one big one that meets roadblocks and you moan about.
All in all I still have my eye on 20p and soon if Intellismart come into play.
DYOR