Member Info for tonyj

I think PM Modi is determined to get up and running again following Virus.
Launched a technology platform CHAMPIONS via MSME Ministry to assist them in challenging times.
A one stop shop.
DYOR

I nearly caught Woodford, could not be bothered applying for a new fund, good reputation from the industry, close call.
With CC you never know if another hurdle awaits but at the moment it seems clear to end of year and steadily rising.
From my view the main advantage is from now on if it gets a good turn-over it is a small company, to reach £1. it would only need to be valued at £182m. JC must be able to achieve at least £100m. of contracts in 12 months + by then goodwill
DYOR, I think we have done ours.

Keep the faith my boy. Any that were around at consolidation would have been used to averaging and achieved down to 15p at least I would have thought.
In my mind our main player is going to be JST, I was not too keen on him originally but he is going to be a good agent, know's the area and dealings and is respected. He will get quality deals having a double interest.
DYOR

Hello ITT, 15p could well be an attraction to those long in the tooth who have averaged and see salvation.
However newbies, Johns-Powell, Funds etc who suddenly see CC rising after years would probably be looking at the upside and only hesitate if CC was seen to be running out of new contracts.
Looking at map, not towns, JVVNL is not being put off by the competition, they want RF, probably because it is fast, efficient and early returns. There is a vast opportunity in India coupled with all the surrounding countries and the likes of Bangladesh have visited Indore, so got their interest.. The leading outsider at present is Thailand, we know MEA who has the 2 current contracts has a base of 4m customers and Thailand probably has about 20m. If a couple of other nearby countries are interested then there is always the possibilities of aiming for the £200m Mcap. That is what AIM is about. DYOR

That's a bit ironic Fulcrum I thought that was Seawolf and been slanting my comments that way. I remember a Sub putting in money between trips and thinking immune under North Pole just popping for the shocks if they allow comms at sea. Hope you got a chance to bring down average under those circumstances.
Anyway I think anybody who managed to ave 30p. or less should come out ok. If everything takes off now with much reduced monthly costs outlay I think that 50p+ will be in sight.
I had dealings with Comms Officers when in the fire brigade and saw them get excited when a bit of kit, especially underground railway, worked well but they then had to sell it to the Chief.
DYOR

Someone is busy off of our exchange.

Hello fulcrum.. Have not read you for sometime. I waver between takeover/not takeover. I think our larger shareholders are in this in the same spirit as us. They would look for a much higher average and when CC got to that would think there is much more to go and so would be looking for a dramatic offer.
I am not sure how much Itron paid for Silversprings but I should imagine it was substantial.
Future battles will be between GPRS and RF. Costs will be a main factor but equally I would think speed and efficiency. Thailand, on the doorstep of India, has gone for RF and using CC, Bangladesh will probably do likewise. Indore is fully into CC so some states will do likewise. There is enough scope for CC in India I should think, we will know sooner rather than later.
DYOR, not you Fulcrum, LOL

Well ITT, I have mainly invested in main companies like oil and gas and banking in the past. They have had their ups and down.
I was fascinated by Cyan and surprised they had changed over from semi conductors. My other AIM was a company called, I think Ceress, initiated by a University, that this starting to be successful now after about 500 years.
Anyway as Cyan progressed to Cyanconnode one obstacle after another presented itself, big financial question marks because of its Capital size but I am glad I hung in and now, I assume break-even is here and we are up and away.
DYOR

Well ITT, I think that it is a bit more simple than that.
In that part of the world Utilities and Countries are looking for organised energy, modern up to date system that will last, low cost purchases and fast installation, early returns.
When Indore was successful and seen to be they all flocked there, saw a simplified system, quick to install and get up and running compared to other systems. They all consist of qualified engineers but the bottom line is they flog electricity. Their CEO's are probably as much salesmen as engineers and looking for returns.
DYOR

Came across this January item re Bangladesh.
May not necessarily use CC, good possibility but will use RF system.
We have probably already run this but good reminder.
DYOR
https://india.smartcitiescouncil.com/article/bangladesh-adopt-indores-radio-frequency-based-smart-meter-model

Well ITT, Thailand seems to be able to act faster than a lot of countries, it has seen Indore and got into action. I think the further purchase within months brought them up to 250,000 units (I'll check that) and MEA has 4m customers.
I used go on about Mysore which is doing well but Indore's director praising the system, it's quick smooth installation, early returns sold it to a much wider community, which could involve millions at a time.
All this is my enthusiasm but DYOR.

Well ITT, I think CC will go a lot higher.. Let's face it the SP was very low to kick off from.
I feel the good will content will take us up to 10p without too much hesitation.
Smart contracts take so long to achieve because of their complexity and Governments.
NOMADS of AIM have strict control over disclosures so CC must be correct in what it says but that does not mean that is not working hard behind the scene. My opinion is CC is about to breakout and is a good buy, strictly only my opinion.
All DYOR.

Hello, I have read you all up.. It has been a good day, I hope Colour bit the bullet and bought, some one has.
My interpretation is that CC secured the old signings, which take a long time, but it is the new achievements i.e. Southern India signing, Thailand quick signing and even quicker follow on order bringing close to 250,000 units.
My logic is CC will get a good return from India and Thailand and surrounding countries and again its capital cost of various modules is very low, so mark up extremely good.
Orders will flow if model is successful, quick to set up, reliable, low price, good return and on and on.
DYOR

Nice idea Colour.. Hope you grabbed some.

Just read RNS again, could see 100% rise today. Most bases covered.
DYOR

Well ITT, you could set up Moaners Inc with Colour and pay yourself £500k, you definitely would go broke.

ITT, I don't often see eye to eye but spot on, enjoy it.
DYOR

ITT, get excited but not too carried away, I seem to remember one big industry observer in the past penciling in £500m.
In my opinion that is still doable but some way off, LOL.
DYOR

Hello Bamby, at present I would say most unlikely if at all. Because of the nature of the product being very low cost to produce the only detriment is bad debtors and I think JC is canny enough for them.
DYOR

All, with Thailand perking up I can see that where possible the Meter Manufacturers will want make and store so CC should get the factory payments, leasings should not be too far behind on installations.
The thing is that from Indore onwards (now back to Mysore also) Utilities saw rapid roll-out and nearly instant savings. For an industry so cash strapped it is the way to go quickly. My eye is now on Bangladesh.
DYOR