Member Info for tonyj

Hello jake, I agree blue chip and AIM. I must admit this is the first time I have been attracted to the product as opposed to the balance sheet. As CC did not have the Cellular element before the niche angle did hold water but now they have the all round product and the right price and speed of deployment I think they are attractive to India in its present circumstances. I think Schneider now want to use their name as they need to make their presence felt. By CC getting end-to-end are they going to turn this into another INDORE.
DYOR

Thanks for that Colour, I have found Smart Energy International is a reliable source and reported on CC over the years. Although I have not heard of Inst Electrical Innovation. I will look it up.
You found your USA 107m meters installed but does not say over how many years, they say 8 million last year and further 117m 2021. Does that mean 217m do you think. At 75% they only need 142m in total to cover the whole country.
Of course that will mean the whole of USA is a closed book to Smart, done and dusted and no updates wanted. I suppose the saving grace for CC is that they were not in USA.
Acknowledging your 100m for USA would they not have been flashing their success around the globe considering the competition.
DYOR

Yes but don't see the connection jake between old knowledge (LOL) and small SP profit and loss. I did the same and averaged out but I am sure it was not a genius move just luck at those rediculas SP prices..
dwall does not like any of us but you can understand why.
DYOR
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Colour, yes you do have to be careful because a company has to be declare insolvent but that is your headache.
Back to India, so now we have it, big companies, small companies are all struggling, so why pick on CC.
Finally USA, don't often get pedantic but you saying there are over 100 million smart electric meters already installed there. Are you sure.
DYOR

Hello Colour. Use whatever words you like but update jake. As you say updates/upgrades are happening all the time.
However do be careful using the word 'Insolvent'.
You have knocked CC so many times re India. Are you saying all the other companies are doing very well with orders and of course installations in this 8 months window. Can you list them and locations in India, that would be pretty fantastic considering India's medical problems.
DYOR

Morning jake.. You should read what you and Colour say first. The 100's of millions was a follow on from Colour's statement a couple of Posts back. I was inferring that not all installs were of brand new origins. I seem to remember that America had meters catching fire and had to update and I believe Finland/Sweden have updated. Nothing stands still.
Well it was not a typo, you were quoting my response to Colours !00's of millions. Don't pick the bits you fancy.
I think you need to get up to date re SMETS1, this has already been said publicly a solution H2/21. It was also said earlier that SMETS1 installment incentive stopped April last year and a few years back that SMETS2 were said to be about half the price of SMETS1. The 14m installs of SMETS1 were more likely the ones they could get in fast with no problems so probably their 'Notpsots' are still outstanding. My money says SMETS2 will continue, also none of this affects CC as they are only dealing with 'Notspots', so could have SMETS1 and 2 'Notspots' when the rush is over to get the easy ones in.
The few more shares on a drop I would say is neutral, even though we all take advantage it is not exactly a positive.
I am coming to the conclusion that you may have had knowledge of this industry in the past but you are no longer up to date. I look at the way BOD's work and think, the product is there (Colour may not think so) and it is what the BOD do with it. JC has picked a real challenge in the India area but I feel we are about to break out after all this time.
Only my thoughts, DYOR.

That is funny jake. don't try to change the wording. Colour said 100's of millions.
You never query him do you, like Colour name everyone of those 100's of millions.
Several areas around the world are on second generation.
You know it, I know it. America for instance. I am not going down Colour's 'name that tune'.
Please do not hesitate to say anything in CC favour. You try to say you are nuetral but nearly always negative.
I must try to stick to 2 posts, not to offend dwall. We must be close to an update on Intellismart.
DYOR

See what you have done Colour, you started 100's of millions, LOL
Smart meters have been around for some time now and I think the French ones were being updated.
Early American ones had fire ignition problems.
As jake is getting edgy again perhaps you could list these 100's of miilions of installations so that we can see which are new and totally up to date and which are upgrades. jake can then relax. UK, remember SMETS1 (14m) only scraped through by reengineering at DCC taking several years.
Like it or not CC, a small company by comparison has 1m India orders active and more to come.
Be nice if jake gave information himself rather than belatedly supporting your constant anti CC negatives.
DYOR

Well Colour enough of this chit chat.
I think CC RF will account for quite a few modules and HES in India, you obviously do not.
You highlight the few installations during this Cov period but don't number then other companies installation numbers.
If you can think of a few in India for comparison I would be pleased to read them.
Otherwise just wait and see. I would be pleased if a further !m units could be accounted for besides existing orders.
DYOR

I do not think you are quite with this play Colour. This is AIM if you are lucky you make a much bigger profit. Cyan was always going to be small in this market. !00's of millions of installs around the world of which many are now out of date and need upgrading, you are talking of a different era.
Like others CC has had setbacks in Smart field, however the others have much deeper pockets. The product is good, flexible and multi-platform. Able to accommodate most specs and meters.
At one time you were saying CC RF/Omni was not wanted in India, you appear not to be saying that now. What do you think of the MOU with Intellismart. Who were you saying had that all tied with 1m units in and it turned out they were only doing the HES. Now who was that Colour. Was it that they could not get a third of them to work through the HES, you know 3m units, of course it may just have been the meter transmission comms. I am sure your gang knows.
DYOR

Hello Colour, once again, MEA have placed a further 30000 + order, regardless of how many have been installed. Use your commonsense and don't act like a looser who bailed once and lost money. Now is the chance to get some back or are you trying to talk SP down to buy in, LOL. I think I asked you recently who else have won massive orders in India and also installed mega amounts in last 8months, must be someone or else we are all in the same boat.
Thailand will have to wait until Q4/21 but we should get an update on that 3m possible units from Intellismart.
DYOR

Not getting drawn into this Colour but what information have you that Thailand doesn't trust CC RF nobody has said that. Where are you getting this information from. To me MEA in running a pilot are fulfilling a requirement of State for whole country. If that is the case those are rules and cannot be bypassed.
Regarding INDORE are you saying it was not a Government showcase.
DYOR

Colour, hold your breath one last time.
We know tech works via INDORE and Indian Government acknowledgement.
It probably still has to be tweaked for individual utilities, i.e. fit or plug ins.
I think we will get an update on Intellismart shortly.
Thailand has been explained, Pilot to yearend but we already have second order Pilot sized during this period,
who does that unless satisfied.
Get in there quick Colour.
DYOR
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Trouble is Colour, you no listen.
What do you think the Vice Chair appointment was for, or more sinister reasons considering primarily CEO position.
At what level do you know Senior People, CEO's or just heads of section.
Just to recap who in the 8 months period you refer to gained contracts, probably one or two.
Hardmans reference to possibly 3m units from existing 10m unit contract says to be me Intellismart has problems, may be Notspots or similar. If so it could be that CC has to prove that they can solve it or that it fits Intellismarts current meters. Either way CC has done all this before and on this occasion contracts are already in place for Intellismart, so they want it sorted.
DYOR

Well I am happy Colour if there is a purpose in the India appointments. The Vice Chairman may have been appointed for liaison with Government.

Yes Colour, at least they all speak English.
Very knowledgeable.

Sorry ITT, I was hoping Colour would be monitoring.
My day was taken up with Daimler BOM yesterday.

Colour you must take stock of yourself. Stop singing 'little ole wine drinker me'
Current situation is MOU with Intellismart, Hardman says possible 3m units with existing contract with more to some.
Thailand running pilot for all of country with CC and Itron undertaking them until Q4/21.
India contracts underway in difficult times, which if sticky could slowly add up to 15m units + with JVVNL, INDORE etc
I think you will agree that as long as we see progress this year then time is irrelevant.
DYOR

No Colour that is not the answer. Once again with your know it all attitude of looking back but know nothing.
Question was why did CC receive another order for 30k+ units when installers (not CC) had not completed first batch.
You have no answer, or else you would relished saying it.
My observation is that everything has slowed down everywhere for Cov but MEA are allowed to order that much to comply with pilot. Just my view.
Q4/21 sees end of pilot and we should see a good order.
You are on a different wavelength.
DYOR.

Colour just answer the question, why was a further order placed for 30+ units. So that's 60k+ units, you can't answer that I suspect. So what do you do, you don't answer it. Always on at others for answers. Pathetic.
Don't forget CC had full monty on MEA so had to deal with Head end first.
Buy some shares quick before they leave you behind again.
DYOR