Member Info for tonyj

Colour you must listen to what people say, not just your own voice.
As we have not been told otherwise regarding Thailand I presume CC is supplying on time to Forth. What other DYOR do I require regarding CC's position as a Sub Contractor, point me to it.
If you want to be CC CEO buy a few shares (sorry a lot) and take over post.
Right once more, then I will assume you don't know. Why is CC sitting at present between 12p and 14.50p ???
Of course without saying we are a load idiots.
DYOR

Not getting into a slanging match with you Colour.
Take ITT's advice and buy a few now.
We know why CC went to 1.75p at the time. No orders virtually any where, including CC, and orders cancelled, CC's got reinstated JVVNL. Now you must admit that whilst you have been on about a float it was not in fact a disaster but went from 9.50p to 14.50p. Why do you think that was, looney PI's and Funds surely not.
Thailand paying up front makes them committed, not going to throw all that away, that income is obviously used in purchases. Newbies come in at 2p + so are mainly OK. Elders have averaged down so reasonably ok. Some bailed and lost the lot, that's life, you can't get bitter and twisted, life is too short.
In times of trouble enjoy the footie. LOL
DYOR

Colour, your diatribe is endless. We know UK Government delayed Smart implementation, cant CC blame for that.
We know Thailand paid a reasonable part of its orders upfront, see my Tues 09:36, and CC has not said that there is any delay in its part of the production. Most suspect the regent float was for expansion in India.
We know that the whole World, yes whole World is having more urgent problems. However you chose to isolate CC actions as if all their own fault, Colour grow up. Any company that gets out clean from Cov will be lucky.
Having said that what do you think of CC going from 1.75p to 14.50p in that short space to time whilst according to you doing so badly. Your logic is suffering somewhere.
Once CC gives update I am looking for 20p achievement as first step.
DYOR

Morning Colour, a quick comment. I to was surprised that only 17000 out of 240000 were installed in that time.
Flip the coin though. If I remember rightly Thailand paid CC 50% up front on contracts so they are wanting them to proceed. My thoughts are CC produces modules on time, delivers to Forth who produce the meters to time, which are delivered to MEA for their installers. MEA being restricted by any local rules for Cov. It is only a matter of connecting residences up and activated, as the HES is designed to take that number of connections.
I see any small money delays being activation of leases and maintenance charges which come when households go online.
Does that make sense, DYOR

Sorry ITT you may be right, I thought a threshold had been crossed, otherwise why the RNS notification.
jake, 100p may be a bit hopeful but Hardmans £71m asset value on existing contracts should soon be improved if Intellismart offer 1, 2 or 3m units pipeline. Still not enough to reach an asset value of £220m but well on the way.
I did not like the CEO maneuvering, I may be reading too much into it and it may pay off.
DYOR

Interesting situation, S.Chari crosses threshold. We now know his/her intent.
I think some mopping up has and is about to take place, SP should rise now that PI's see intent.
I would like to see a consortium of Genus/HPL/L+T buy say 20% to protect their distribution long term.
From little acorns (PI) take over bids occur down the line.
Still have my eye on 100p for starters when Intellismart get going.
DYOR, these are only my thoughts.

Hello bbr.. you may be right but I think in this case Rajiv is not coming from elsewhere but within what is going on already.
I should imagine there will be a revelation very soon. Too much positioning which is very expensive.
Notwithstanding Cov I feel PM Modi desire is to push as India's economy must be suffering at present.
DYOR

Hello jake.. this is probably a good strengthening move if company expects fast moving expansion.
Also the in-house contacts are useful, especially if foot in both camps. All eyes on Intellismart.
DYOR

Hello Pedro, I think those sort of observations are more in LTI's/jake/Colours domain for technical's.
I agree things must surely be coming to a head, new Funds joining on last float and SP not falling but rising at that point, says to me they see short and long term gains.
This is the nearest I have felt to takeoff.

That is interesting jake..
As CC Omni integrated into Genus, HPL Electric & Power and L&T IS 16444 smart meters.
Bodes well.
DYOR

That's fine Colour.. Just hope that at the end of all this we come out with a few bob.
Just a thought, either way hope its not a Desperate Dan Pie.
Tony

That's OK Colour..
No the £5363.90 is my investment fund profit i.e. the figure is made up of the £4000/1p. previously quoted plus a bit more of £1363 for the gap of average between 11.59p and 12.00p. So consists of £4000 + £1363.
£5363.90 is the profit gain with CC at 4th June.
The blanked out's is my investment capital.

Hello Colour..
When I first looked at the one entry extraction it looked bity. Columns too small.
Top line is item, bottom line total.
Should read GBP 5363.90
Total £5363.90
This being gain over investment. Showing as more than £4000 because actual average was 11.59p.
Tony

Colour, I apologise for yesterdays outburst, Saturday Night Fever. In my career I was taught insults lead to insults and distract from facts. In my case I averaged to 12p. and on my investment I am earning just under £4000 per 1p. beyond the present 12p. I am satisfied with that as a starter but acknowledge that it took longer than expected to get there.
I now feel we can achieve 100p. in not too distant future. My reasoning, Hardman's 38p value pre-float, the float then improved SP, contracts at present seem to average £20m per 1m units, possibly 3m units to be offered from Intellismart.
Regarding directors we all have different views, I think JC is a good CEO, being in the business, many are not. Heather is progressing, notice presenting more of the facts which requires learning by rote so as not to get it wrong but also understanding the business.
I need to spend more time on the house etc so may pass buck onto my 2 sons, one banking and one electronics, so both ends covered.
Don't have other thoughts I am in it for the good times, long term.
DYOR

Thanks jake, sorry to interrupt your duties.
Surprised Portugal didn't do better.
Thanks for your comments Colour, I like a good looser.
Humble pie or should I be rude and say one finger or two or perhaps all 3 together.
So I achieved that without bailing out so those coming in now I suspect will do a lot better than me.
Good times ahead I feel.
DYOR

jake, I think I have cracked it.
All yours Colour.

https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:8c8b5225-377b-40c4-9098-b5e1b7e8227d
jake. Is that still no good. Not blue.

Thanks for that jake, learnt a lot there.
Colour we are all in this to make money, if you are making be happy, if not then bail out.
The tide is turning.

Think carefully Colour.
We will have to see the outcome of CC's association with EESL/Intellismart.
Your Village People were of no use to you.
Didn't you say CC/Omni were not needed and are you not still saying that.
Why are all these Funds and PI's climbing on board CC.
There is something wrong with your logic pal.
DYOR

Thanks for that jake. Are you saying there is no way to introduce a doc or photo onto system without a security risk.
Colour, do shut up and let others think.
It is important to me to prove that I am not a liar.