Member Info for tonyj

Hello bordersman, as I see it if bid does not proceed the villains of the peace wiil have no call on CC, loans are in place until settlement dates, CC do not have to use Esyasoft for further contracts, should we achieve 20% of 250m units at AMISP level we could have a gross revenue of possibly £5000,000,000 revenue gross and easily meet £5 per share which I or my grand children would settle for. I bet Esyasoft have all this in sight, so expect a bid (hopefully not).

Took us a long long time to reach this position, trouble is we have been made accustomed to thinking in pennies by CC constantly sinking any profits into expansion, and look where its got us. Certainly fishy, was it designed that CC never had its head above water except for this year, and now look.

Morning all, my current view is that whilst JC and BOD made that stupid recommendation and saying at the time what a brilliant future CC is going to have without us, was his preemptive Feb move made to gather resistance to Esyasoft threat to his Kingdom. Is he relying some outside help. It more looks like he set us up but I also remember him snuggling up to Intellismart previously, joining them at their dinner table and glorying in it.

So has JC been mugged off or is it us.

Hello colour, do I take it you had a poor response. I will probably get an even worse answer, as mine is in 'idiot talk' not technical. As in my previous career I did overview analysis it may land differently. COH192089X, so that dept get a few complaints. From my past you only complain to one dept at a time otherwise they say the other is dealing and they cant get involved.

Hello gizmo, reading the tip of Panmure all and sundry seem to be getting involved. If that happened with CC we would probably be into the maintenance periods by then.

Hello ITT, you sound fed up, did you hear from Companies House, I got a case number.

That is interesting ITT, I seem to remember you did this once before, couple of years back. Got het up threatened legal action, then went quiet. Now why was that, nothing untoward I hope. So no further complaints, is that what you are saying.

Reading all the comments, as not many options, I think it would be a good thing if Shares were Suspended, probably giving 6 months to see Goa in full swing and if lucky any new contracts signed for AMISP.

Morning LTI, if you are so sure that many cos know the inside of CC and want to work with us why are we in this predicament. In December everything was fine and waiting for the first returns from GOA. So have we been shafted by JC and is it wise to wait for further notice before taking any form of action. Look where waiting Feb got us, will Mar be the same. I think if JC is not informing us of anything then ergo he is complicit with these anti shareholder actions. With all that CC has achieved in last year and orders about to come forth that SP should be less than 200p.

ITT or others, can you explain the 50%+1 part of Esyasoft possible proposals.

Well LTI, like or not, Esyasoft has seen CC from the inside and know where the weaknesses are. Hope JC has not boasted too much.

You have a good point there ITT, if there is wrong doing it needs to be exposed.

Could be what this is all about. I wonder.

Morning all, as somebody has said, why are we in this ridiculous position. If this had been proposed say last August, JC would have laughed it out of town. So why is it different now, with all this work pending that he is exalting in front of us on RNS. JC needs to explain thinking.

Old english. Did we change NOMAD.

ITT, did we not change NOMAD.

ITT, thanks

Hello ITT, have you got CC Holdings reg number

I think JC is looking at these comments, I hope so. If this is a genuine mistake on his part I think they should all worried, however BOD recommending is a concern. Looking at ITT's 50% + 1 from outside makes me think again share issue (8 Mar 13:15).

May seem a bit oddball but times are strange, if larger holders are against and want to hold CC for the gains to come this year then I repeat:

Make to all holders a 2 for 1 issue, to be sold on at 20p, 350m@20p = £70m, offered for expediency to the 1% holders, any not taken up offer out to all holders.

As this would not be a takeover I presume loans would be safe and we would need no further assistance from anyone (including Esyasoft). CC had got the knowledge to run the show and give SLA, assurances and security, especially with own Cellular System.

Conclusion

This would secure CC in market as reliable. Esyasoft senses great profits from now on starting with Goa and will now no longer be needed. The 20p would be small change in no time, there are billions of £'s awaiting in India, if other manufacturers products are failing then CC will stand out.

On GOA values, 1m units = £100m revenue (gross) with a possible £15 per unit via CC. Possibly ultimately 20m AMISP's = £2bn (gross)

Could be fantasy by me but I bet that's what Esyasoft is after.

All, reading other BB; at an EGM is it that 75% have to reject offer or 75% have to accept offer.

Morning all, LTI do we know if Digismart has received any monthly payments yet from Goa contract. It I am correct 27 months started beginning of Dec25. Dividing the £70m (gross) I thought they should be receiving just under £3m a month for distribution.

Also noted on Directors Interview following footnote.

Cyanconnode Holdings Plc is a world leader in the design and development of Narrowband RF mesh networks that enable Omni Internet of Things (LOT) communications.

All that and only worth £37m, come on now. Smart Comms takes it way beyond £100m alone.

Morning LTI, I agree with a lot of what has been said over last few days but JC's first disclosure in Feb came as a shock to me. After all that has been said over the 14 years I have been in and the assurances of jam tomorrow, JC ends up recommending a sum that is ludicrous, not even covering the development costs. There is something fishy going on here and rather than sitting it out to be a further nothing is not holding with me. I think ITT is right, there should be an investigation. Its insanity to make such an recommendation. When CC applied for Goa we were confident of handling the supply and install Sub + AMISP. I think we do some of this for Intellismart. Should have been suspicious then.

As it appears CC can handle end to end of meter installs in India we do not need Esyasoft, if can get we senior investors to buy a 2:1 share raise which I suggested before then we would not need to forfeit the existing loans, which are good value.

My suggestion was share issue of 2:1 to all holders at (name price, say 20p) to be sold direct to consortium of these seniors; PI's and all would get a pay out and seniors would get 50% of the company. Seniors would have their investments (20p) already covered and only be buying the additional shares they did not own. Does that make sense, not sure.