Member Info for tonyj

Stick to the rule book, your rule book. I said nothing of the kind. You remember JC saying there was a much greater mark up in software and he would concentrate more on that.
Where did I say that CC manufactured anything them selves, they do not have a factory.
Give up unless you have proof.
DYOR

Hello Colour.. at it again. If you cannot win just insult. Not a bad market strategy, LOL.
Right, on the DCU's I am sure JC has said they are now incorporated in meters, I could be wrong and will check. Unlike you I do not know it all.
In the matter of hardware I do not believe I said CC manufactured it, Thurs 11:32 'With CC coming away from hardware slowly the margins should go to the upper level'.
To justify that see Interim Results 15/12/20. APAC Thailand entry where CC will supply hardware.
No need to apologise we are all wrong sometimes.
DYOR

Hello phuckerty.. I think you have nailed it. CC was struggling over last few years but mainly due to size. Product is excellent. So why does Colour knock it so much, apart from hating JC and loosing cash when he bailed out.
There something there you can't quite put a handle on. Always knows all these other businesses.
If it is obvious to me that CC is starting to attract several contracts then Colour must see it. Or is it that he just cannot see himself as wrong. If I did not like what I see in CC I would be gone.
For a small company now with few total shares I feel there is a good outlook.
DYOR

Colour, whilst you are waiting for my reply I thought I would give you an old newsletter in for reading. I know you like to see CC doing well.

DYOR

Once again Colour and your new mate.. I refer you to Rkk1, Wed 22:46.
CC moved away from hardware and use contractors to produce it for them. I think last of hardware was DCU's which are now incorporated in meters and in the case of BI not even that as it is into built their software.
I think that is correct.
Hello LTI, yes I think CC could do very well in Thailand if MEA is happy with a fast rollout, which they appear to be with speedy follow on order and hopefully they can influence others in the ASEAN group.
I bet JC cannot wait to publish updates but it all takes time as Colour knows.
CC obviously has to wait until they have their bit of contract signed off which often takes many months.
India was slow off the mark but nevertheless is probably the biggest world market and EESL wants to expand.
DYOR

Just watched Cyan media, Hardman & Co.
https://www.youtube.com/watch?v=33WVX17N8zQ
CC comes in about 12:00

Hold on you two.. I have responded with an answer, may not suit you but that's it.
Incidentally LTI answers for himself unlike yourselves (jake being ITT stand in now he has seen the light).
LTI with Thailand wonder extent CC's involvement could be very lucrative as Thailand is in the ASEAN power grid vision.
So could spread out from Thailand.
DYOR, all takes time.

Hello Colour.. Promise me you will not come back on BB until June, you did promise.
My response higher level was to Rkk1 Wed 22:46.
Back to work before somebody sends you home as surplus to requirements.

Cricky Colour.. You are bored.

Hello All..
Perhaps the report could have been a bit more precise but it does not really changed anything. We knew most of this.
New investors will look at other things besides what Arden feels they need to put in a report.
My slant at the moment is deliveries chart India, Thailand, BI, new contracts, money in the bank.
I can remember new software companies in the past having P/E of x 40 and no profit.
With CC coming away from hardware slowly the profit margins should go to the upper level.
So I do not worry about past events but where we are at present and near future.
This is AIM after all and that's why we are here, bigger risk but possibly large returns.
Settle back and wait for takeoff.
DYOR

My error ' you would not keep jumping;

Well jake if you were not interested you would keep jumping in to stir whenever Colour gets carried away.
Stick to FTSE I don't think AIM is your territory. Too much boasting.

Well jake I agree that I don't believe a thing you are saying. A bit like Colour not believing my previous comments especially regarding CC and India. His thoughts were no place for CC in India or very little and not enough to survive. EESL did not want to know us and CC RF was not needed in India. Well that appears to be turning on it's head.
I have said all along my interests were in FTSE100 and CC was an add-on to me where I saw the product as an earner, it just happened that politics got in the way but sorted now.
There was never enough see-saw movement in CC SP to justify multiple gains, that is just waffle.
Anyway should see good results in coming months for you to make your massive killing.
At my age I have made enough cash out of 50 years trading, so no problems just interesting.
DYOR

As soon as I pressed the button I thought I know the way Colour will respond, he can't help it.
JC will be so pleased to hear CC is good for investors, or at least one, as you have never said that before as far as I can remember. Even your brain must be saying surely not, early investors did not know the pitfalls ahead and jake could not be that clever as to make shedloads of money when SP was continuously falling. The only way Greengrass stood a chance was by talking SP down and only small amounts.
Sorry jake I just cannot believe you did so well, the only exception being when we did a Phoenix and rose from the ashes of 2p. Anyway I will not argue with your cleverness.
DYOR the rest of you.

That response is unbelievable jake, a free ride, original stake back multifold, Colour has fallen off his chair.
CC has struggled over the years being heavy into R&D and a small company amongst the multi's.
I have made money over the years on FTSE100, slow but sure.
CC is just coming into its own. This is where the profits start.
That's being a realist.
DYOR

That's very civilised Colour, you must be moving amongst a better class of people.
Try this one for Norfolk.
https://research.arden-partners.com/guid_docs/2496A15E-4C26-42FE-9A5B-B0994C3386A5.pdf
Could I be lucky twice?? LOL
Hope its sunny where you are.

Like I said jake NO NEW CONTRACTS included and we are all expecting contracts especially volume.
Look at report at foot of P7. Showing various scenarios, going midstream at 10% produces over £100m.
To me these are only the starting blocks with CC via EESL spreading round the globe.
If you are unhappy bail out, if staying be cheerful for goodness sake. CC is in a good position.
DYOR

Whilst some may consider this report repetitive I feel it warrants deep thought.
Additionally it does not cover new contracts which I suspect are waiting in the wings via EESL and JST.
Also EESL wants to expand to other countries so needs a proven 100% product.
Because of the setbacks in the past I believe this report is very conservative.
These are all my own thoughts and I am a layman so DYOR.

Lunch time over, Colour, back to work or school.
Bet you cannot wait for deliveries chart update.
Would we have reached 500,000 or is that a bit hopeful.
DYOR

Hello LTI..
You will find him now on updated LinkedIn.