Member Info for tonyj

mcgoof.. Just at moment tech section is dropping all round may be CC caught in it this time.
Colour, OK it's known smart is growing but India still slow. I cannot see a volume sale for Wirepas. They may be big elsewhere and you will probably show me but a present I am interested in India, can you point me towards one or two Wirepas volume sales in India.
DYOR

Buying opportunity..
Hello Colour.. Just popped in to see you, you must be manning the help desk 24/7.
Looked at Wirepas site, seemed spread around the world, looks like they have just got their best lighting order, 100,000 units with a company formed about 3 years ago. If CC you would have laughed at that.
Do they have any Indian orders I can look at and incidentally have Trilliant exploded with orders.
You seem to know.
Surprised at CC drop but awaiting new contracts, current drop probably tech section generally but CC not normally involved.
DYOR

Far from it Colour.. If none of these items apply then your information could be misleading.
DYOR

See you can do it Colour.. Next question is are Secure a meter manufacturer or provider.
Do we know which company provides any RF requirement.
Can they do 12km distance or 'notspots'.
You probably know all of these answers.
DYOR

Give up Colour.. You always tell me to produce evidence, it's your turn now.
I must admit I would like to see this evidence. I remember sometime back some activity in Delhi/New Delhi but was that the old system and was there new regulations.
I just seem to remember you saying about that time that RF was not required along with CC. How wrong.
Any comments Colour.
There are 250m meters up for grabs and 20% would be 50m. A mixture of Canopy and Supply Only would be nice.
DYOR

There we have it. Have what Colour. We always knew that contracts were not on demand but waited for.
You have obviously run out of technical comments and they were useless.
You still have not divulged further info about these 7m units, is it hearsay or fact or do you have privileged information and not sharing.
Regarding CC you have seen the deliveries chart to meter manufacturer doubling every 2 months up to Christmas and I expect will continue. I don't see your problem and can only assume you are trying to depress CC's SP as we have money in the bank, cash on delivery of units, probably still 500,000 units in process over coming months, 1 contract with a bonus for early delivery. Not bad for a small company in a big market that is about to take off.
Only my opinion but I do think things out rather than moan but still keep with CC. You are a one off.
DYOR

Large amount of Automatic Transactions so are we running on algorithms.
If so there will be a lot of see-sawing. I will be avoiding these runs.

Colour, I hope you have not got your information wrong. I cannot find these facts and they would have been published.
I think GoI latest requirement was for RF capability, not sure, would these have it as being older.
You were trumpeting the 1m units regarding Trilliant a few months back. I think that was supposed to be the biggest roll out but 7m units. Obviously nobody can comment until we know what you are on about.
Do we take it at face value you are correct, alternatively can you prove it, for analysis.
As you know we must not mislead on BB.
DYOR

Well Colour you had better enlarge on this, are you saying 7m smart meters, are you sure as I don't think that there has been anywhere near that number installed in India to date. Do they all meet GoI specs. Why has there not been an India wide publication of the fact.
You may not be able to prove it but a little more information would be helpful.
DYOR

Well Colour, I could say you got it two. First you do not know what these supposed smart meters contain or are capable of.
Two, you know that CC has currently about 1m units ordered with probably more to follow.
Don't forget one Niche market is 'notspots' which all countries appear to have and need to resolve, the other is Canopy which is easy to expand and quick to install. Indore may be a single utility but it sings the praises of the equipment it has chosen.
I would at a guess say CC is going to do alright, we all know it just takes time in India.
DYOR

Well Colour that is no answer, you do not where the Tata Power meters are coming from, looks like currently they cannot obtain anything from China, Thailand MEA are getting them us, others could be in the running elsewhere but you do not know or cannot tell, dodgy.
All you are saying is there are others around but you don't who, which could even be CC RF.
I would have thought JVVNL would have been attracted if offer existed and better.
Come back with more evidence.
DYOR

OK Colour, we will play your game. I do know the answer and so do you but you think you may have discovered a 'hole' ?
So which 'one of them' who you obviously now know is it?
So tamper proof and Smart, could that be CC Inside. How do you know we are not inside, even without a label, remember. What proof have you that CC is not inside, and of course the millions in production would go along with what CC is trying to achieve with their letters of Credit.
I think you need to consult your sources before approaching us with spurious statements.
If you are correct you will be quick to provide us with the evidence.
DYOR

ridiculous.

I am just not going down your blind alley Colour.. It's in the RNS's. CC deal with the 3 biggest meter manufacturers who it is reported supply 50% of India's meters.
Do your own research, LOL. As you tell everybody else.
Hope we do not have your rediculas interventions all the way to June.
DYOR

Thanks for that Colour, don't forget CC RF is a link in many circumstances not meter manufacturer. It will interesting to see if any Utilities like Indore speak up for CC as they have done previously about expanding CC RF, it's immediate savings and efficiency.
As it is current we will probably get highlights from CC in coming days.
Should be interesting.
DYOR

Well Colour, it was not long ago you were praising Trilliant for their 1m units, which it appears was not theirs just the HES.
For a small company 1m units is not bad to be getting on with, remember one contract offered a bonus for early finish.
Heather said volume orders which I believe will happen, no reason not to, just a matter of time.
If that had been Trilliant we would not have heard the last of it in praises, you are very selective.
I seemed to remember you bailed out but I did not and I am satisfied so why not you.
I am sure we are on road to a good profit with a little bit of patience.
DYOR

Well Colour, you say that CC is not getting the orders, we all know that things do not happen overnight (or 6 months) in India. However CC has got contracts running for 1m units over 2 years plus Thailand contracts plus UK eventually (now there is a place for delays, but outside of CC's control) plus Europe, Africa hopefuls.
Not bad for a small company who you said was not wanted together with their Canopy System. You got that wrong.
At this point in time what is your opinion on CC's future.
DYOR

Well Colour, you say that CC is not getting the orders, we all know that things do not happen overnight (or 6 months) in India. However CC has got contracts running for 1m units over 2 years plus Thailand contracts plus UK eventually (now there is a place for delays, but outside of CC's control) plus Europe, Africa hopefuls.
Not bad for a small company who you said was not wanted together with their Canopy System. You got that wrong.
At this point in time what is your opinion on CC's future.
DYOR

Colour, to my understanding Gateway and DCU are the same thing. The current DCU is presumably selling well as part of the CC RF Canopy System so it appears that is what's currently supplied to Indore. CC was obviously trying to improve their product by containing it within the meter. If it could be done then less production costs and casings and may be dual use of components. Not my arena may be you know more.
DYOR

Thanks LTI, agreed Cyan capabilities improved when it took over Connode at time of Mumbia and early IPv6.
It will be interesting if CC RF comes to the attention of others, is Bosch one of them, for the purposes of 'last mile connections'. Indore has done very well with end-to-end Canopy connections but CC RF could prove to be very lucrative for any 'notspots' throughout India.
DYOR