Member Info for tonyj

Hello Colour.. I was thinking about the Hardman (27/5/21) report overnight. We have this MOU with Intellismart, he recons that of an existing contract for 10m units 3m could possibly go to CC. If that implies 1/3rd of units generally require RF then country wide there may be a similar problem, if say 25% equals 60m units throughout India for an RF type solution.
IF CC got 25m units that could achieve say £500m in contracts.
All speculation but nice thoughts.
DYOR

Well Colour the 1.3m meters was obviously over a period of time and CC as you say were not involved in early stages where cheap and cheerful ruled. Then CC were involved, especially after their success in INDORE.
Do not know what Africa has to do with this conversation. Hardman said CC has a MOU with Intellismart. Is that incorrect. Hardman also says CC could have in its sights 3m units that are outstanding, may be the 'Notspot' type. Are you saying that is all wrong. You must have some good info to say all this.
DYOR

A good read Colour. With the INDORE installations, where I believe we were the lead contractor, the Government were pleased and showcased us, the Utility was pleased at making immediate financial gains and placed further orders and I assume the consumers were pleased, JC might have an update on that.
If other contractors have not been so successful then it is to CC's advantage. Hence possibly our more in-depth involvement with EESL.
DYOR

I say strong because I feel actions are being taken by CC to get underway this second half, staff and connection changes, additional cash which I hope is for stock etc.. Covid on top of everything else has certainly not helped with a country the size of India. Bottomline is they need to get their energy sorted to compete in the world.
DYOR

ITT, Don't know if Hardman has a totally different view of the world but somebody made a killing on the float which to my mind unexpectedly rose to 14p.
DYOR

That is AIM for you, then suddenly it takes off just when you are not looking.
Others bail out don't you know and never get that back.
Hope you are dug in this time Colour, got to get some back.
DYOR

Well Colour I may do that if trades are reduced to just 5.
So no orders (yet disclosed) we all know that are you thick.
Lets face it you run any prospects relating to India into the ground for anybody who deals with India, so why bother at all. That's a simple question. Hope you are not on ADVFN.
DYOR

Colour, that's paranoia, not interested in mining, that's your headache.
With Intellismart that's Hardmans update and MOU, simple.

Anybody notice that this BB has cut down on trade info.
Been looking at Multi on ADVFN, more interesting.
DYOR

Colour put your thinking head on for once. Where do you think the interviewer gets his questions from.
Many companies are Zero stagnating at present, even your golden boys, the world has changed but hopefully will get back to normal. I think it would be a bit extreme to blame JC for Covid. It has been one thing after another starting this round with EESL. Remember you saying CC/Omni not wanted by EESL/Intellismart, how wrong.
Sit back and enjoy the ride with your small holding or jump overboard like before. Sorry dwall, one day we will look back and laugh, well some of us.
DYOR

Colour, you said JC called it right for Thailand and you were correct. Enjoy.
DYOR is a good code and helps others to do their homework.
My personal thought is that CC will do well, after all this time, providing half of existing contracts come to fruition and as with INDORE utilities make almost immediate cash and now without any outlay.
We were ready to go so just get Cov out of the way.

Well Colour you must be getting old, read your 09:49 today.
That's what you said, not in your words but that is what you said.
You said that JC had called Thailand right.
That's good enough for me.

Hi All, been out for the day.
Colour I think you are right when you say we have good opportunities in Thailand where JC said MEA's customer base was 4m and there is always the possibility of the 20m units that PEA control.
In this part of the world absolutely nobody can guarantee numbers or timing. That s the way it is, but could be lucrative.
jake, I would like diagrams and numbers updates for all contracts everywhere but it's a waiting game. JC knows what is going on but cannot release news until contracts are signed for various reasons.
ITT, people involved in big money know a lot more than us. However I believe it was needed. On last float SP rose to 14p, unusual without evidence of it's value to CC.
All in all I think we are going to do well once installing gets back to normal.
DYOR

Leave it that ITT but I think he will, to hold attention.
JC has large gaps in information providing, I suppose mainly due to CC being down the pecking order as a subcontractor.
We do get the odd LEAD position but mainly supply.
If the Graph that Heather was producing last year is still ascending I would like to see that.
This has been a long haul but if installations get underway generally then should be a good yearend.
DYOR

You can still ask for TU ITT.
It is a small order but is going along the right path and for sure JST is going to keep an eye on its future.
DYOR

Quite right ITT, I was dubious way back of JST but it has turned out to be a bit of luck for CC.
He has a double interest.
DYOR

Well no ITT, as much as I am annoyed in other directions. JC is trying to show you that things are still on the move. CC has to prove itself in Thailand as elsewhere, so Q4 we should know but as per Colour's heading 4m customer market and looks good. You will notice that this order has matched the previous 33,000 so has not disappointed MEA yet. 4m unit prospect could equal £80m and is only a small part of Thailand market. That would be Hardman's 38p covered.
DYOR

Colour, I think we had better wait for ITT's anticipated update. Even going back 1 year is a bit out-of-date.
I think we have a good chance with Intellismart and the 3m possible units that Hardman referred to.
On Options I still cannot see how BOD thought 45p was a too bigger target when Hardman are currently saying CC asset worth is 38p which obviously the BOD agreed with until it did not suited them. Does not mean that 45p is not a forward looking figure for the BOD to aim at, so who convinced the minor salaries committee to come out with that observation and who else on BOD is going to dip their toe if goes unnoticed.
So we have 45p old target, 14p new target, Hardman saying 38p asset value already.
LTI says individuals would have a lay out large sums for this option, I disagree.
We have a 6m share option, if taken up releasing 1/3rd per year for sale, if by luck (and that is what targets are) we reach 45p, and at this point 6m option taken up and 1/3rd is sold at that point then no cost is incur in purchase and that leaves a 4m share freebee.
It is all in the numbers and well thought out, surprised 20m shares were not considered.
To me CC is about to take off after Cov, hence buying in new Senior India staff.
Hope we do not have to look back on this and feel misused.
DYOR

Have they got a tool or just developing it.
Probably nothing to do with CC electronics anyway.
https://www.smart-energy.com/industry-sectors/energy-grid-management/new-tool-for-power-flow-optimisation-on-irelands-power-grid/?utm_source=Newsletter&utm_medium=Email&utm_campaign=Newsletter%20Ed%27s%20note

With Telefonica taking over from Vodafone I wonder if there is any involvement for CC in 'not spots'.
https://www.smart-energy.com/industry-sectors/smart-water/450000-nb-iot-smart-water-meters-coming-in-spain/

Oh bugger, bugger.
Some things take longer to turn around.
Especially if it's nearly a new concept.