Member Info for tonyj

Morning all..
I think that there is an element of confidence building. I feel sure that all of those basic orders to Indore, JVVNL etc will materialise into the full roll-out of those Utilities and any other new Utilities will push more towards 20% of India.
I feel the equity value of 38p is not unrealistic at present position.
Smart will not just give easy up to date readings of meters but also allow IoT to expand. Following Cov I think that there will be a big push of get energy under control. Any company meeting the India criteria should do well.
DYOR

I only smell hatred Colour. You are a CC shareholder, what's the point in all this negativity.
Would you consider 100,000 as significant, not if was CC. What other States are EDF engaged with and what is their success rate. That would be interesting to know. don't forget to update us on Triiliant.
Have EDF signed a 5m unit contract, if CC were in that position but not signed you would have said 'they have not signed yet'.
You know my thoughts on this, now with OPEX, if CC can get signed up for whole of each Utilities customer base then we could be looking at contracts of 20m+ units.
As a shareholder what do you think that would achieve SP wise for CC.
DYOR

Colour, all companies talk themselves up, other than you.
How long did it take to achieve 100,000 which CC did way back.
Now any other time you would have picked up on 'some of the challenges of rural areas are mitigated by deploying of local Indian engineers' . What about the other challenges, probably left them until last.
Incidentally they should all be local engineers, Indian Gov requirement.
Don't get carried away just yet, EESL talked up CC only recently. All in the game.
Let me know when they install 1m units; that is silly of course you will.
How big is the signed contract Colour, hope its for 5m units, starting pipelines.
Do let me know.
DYOR

Hello LTI. Sorry to mislead you, in that Post I was saying that I understand Trilliant were only involved in HES not in meters, anybody's meters. Their system may not have been needed though.
Doesn't matter though because Colour has moved on to EDF.
Still relying on his friends who told him RF was not needed.

Thinking of SMETS2 and how Utilities are probably doing the easy fits first with 'notspots' last I wonder if this has happened with EDF as 100,000 is not a lot to crow about.
DYOR

Little add-on.. £400m could be worth £2 SP, Nothing like dreaming.
DYOR

Hello Colour.. That's good news I think, didn't you say India was only putting in a few Smart meters, 21,000 last count, how long has it taken EDF to put in 100,000. How many do you think CC has put in Mysore, Indore, JVVNL etc.
EDF 100,000 does not seem a lot to be shouting about. Most of CC's Utilities have customers of 4m+. Has this EDF contract been signed for the 5m units in advance, if so it could open the way to CC getting 20m unit order from its Utilities.
That could be worth £400m (at say 1m units = £20m on JC previous figure) if signed in advance.
Don't forget CC could do well on these amounts but EDF needs billions.
This is weekend chatter and everybody should DYOR.

Patience Colour.. I think they have a few more things to worry about than meters. Lucky that anybody is opening their doors at present. Of course if, only if, CC is still supplying the modules then the big manufacturers are probably stock piling as the Government wanted them to, increasing output. If CC is getting paid anyway then our finances should remain in good order.
DYOR

According to my broker 6.525 is buying price.

Hi jake.. Now that was very funny.. Do you see the way they bounce off of each other, that is talent. Could be you and Colour, unfortunately you are the crying clowns with jets of water coming out of their eyes, LOL.
Cheer up lads it's only money.

You two stirrers could not filter out to save your life.
You are too nosey and too know it all.
I don't know much but look on the bright side of life.
Otherwise what's the point in investing.
DYOR

Well jake filter as you may. I don't think we are on the same wavelength. To me AGNOSTIC is at household level, being multi-platformed to other devises locally. HES alone in India will not be a fantastic earner, hence Primestone.
Now you can enlighten me where you think AGNOSTIC applies, always willing to learn.
Any update on SMETS1.
DYOR

Sorry jake, you lost that one. Unless you know otherwise Trilliant are not in India at household level.
Colour may know otherwise, whats your answer on SMETS1 or don't you know.
Your trying a Colour then backing out. Do you think CC could get 20% of India, if not say why. I don't think you have an opinion. I have read the links, first one you ran about a month ago when HES was mentioned and you did not want to know. Second was buying Primestone, why? surely because they needed some thing they did not have.
I don't know much and just a PI but you are clueless. What do know about SMETS1 and Trilliant, I may have it wrong but who did not measure up. You must know after your defence of them.
Well my last word, you are talking rubbish. If any of this is wrong I will admit it.
DYOR and come up with more practical links.

Hello jake/Colour.. Will keep it brief as poss, don't want bore.
As we have said Trilliant/L+T was HES only, why did they not use them for meters.
Bought Primestone, probably for a very good reason (see above).
SMETS1, were not Trilliant involved in it when it failed and not offered SMETS2.
Again CC small company has to make millions not billions. Although that would be nice.
Again, jake, are Trilliant involved in India with any household level contracts, not will they be.
Finally can you see any reason why CC should not get a total of 20% of Indian market for 'notspots' or end-to-end.
DYOR, these are only my thoughts.

Well jake if you don't mind me saying the two of you are just talking semantics.
Remember further down the chain we bought Connode without which we could not have entered IPv6.
Once again small company CC, if we got 20% (50m) of India plus Thailand plus others, I think that would be CC done and dusted for next 5 years with possibly a £3+ price tag to aim for.
I would suggest Trilliant did not buy this S. American company for fun they must have needed it.
Don't forget they did not succeed with SMETS1.
CC is in with main meter manufacturers, can supply multiple modules that are multi-platformed that fit in their meters and as a small company have low running costs and price.
If I got my investment back X 10 I would be more than happy. That's what it is all about.
DYOR

Hello jake.. I see what you are getting at.. I realise Trilliant is a large company. It also has to get big returns. CC at present is the furthest it has gotten in India and will logically get all of the customers attached to those Utilities, possibly 10-20m. I don't think many contracts have been issued in India in last year, Colour may know otherwise as he highlights CC not getting any.
I drag you back to my first question which I should imagine PI's would like to know being the opposition, how many contracts for Smart meters has Trilliant secured in India and implementing now.
Even you can see that CC has deep commitments in India and Thailand where there are a lot of meters. If they are successful in securing say 20m units (above) plus Thailand and possibly another 20m. in India I think shareholders will be more than satisfied. Of course if success globally so much the better.
DYOR

Well I don't need spoon feeding jake, almost Colours phraseology, but for me and the rest of PI's what was the answer to a simple question.
IS THERE ANY TRILLIANT SOFTWARE INSIDE ANY RESIDENTIAL METERS IN INDIA. You know in the houses.
That's anywhere in India. We know that CC are in several areas don't we. By the way Trilliant.
DYOR

Hello jake.. You are right I do not know much about software apart from the basic theory of how it works.
I take it you do and are qualified in software. On this occasion I think that you have gotten the question a*** about face.
Are you saying that with the HES any old software can go into the meter. I so then CC, as Colour says, is not needed.
That is exactly why CC exists because they cannot achieve the buildings penetration or long distance.
The next problem is of course if this software expertise is not necessary in meters then only HES needs to be purchased, not much profit there you may say.
I have probably got this all wrong and you and Colour will enlightened me. However I would ask the 2 of you once more is there any Trilliant Smart software inside any customer meters being installed in India. Simple question.
DYOR

Morning jake/Colour.. Lets face it at this time in India we do not know what is going on, exacerbated by Cov.
jake refers to corporates, the trouble for them is they have to seek big contracts.
India, if it fulfills its destiny is a massive market, their Government wants competition, I would think to achieve a good supply from several manufacturers. As most can produce digital meters an AGNOSTIC conversion to Smart that works is the missing link. As I understand it Trilliant whilst being involved in that 1m rollout only did HES not the meters. Colour why was that.
My question is what companies in India doing 'made in India' are actually providing this AGNOSTIC element.
Not those likely to in the future but right at this moment on contract.
CC has close to 190m shares others have billions, contracts have to be massive for them.
I just looking at the fundamentals of CERES, worth £13 a share but with a P/E ratio of minus 285, earnings of minus 4.6p.
Calculating those extraordinary figures CC with a good pipeline could be worth £10, LOL. Funny World.
DYOR

Colour, so as to put this in perspective who do we know of who have won AGNOSTIC orders in last year in India.
What orders have Trilliant won in India in last year and going a bit further afield in Asia.
Just want to know the competition and what orders are flowing.
DYOR

jake.. LOL.
Simple peeps.
It is a waiting game, we are used to that.
There's gold in them there hills, trouble is rock falls.
Waiting upon India.
DYOR