Member Info for tonyj

LTI, surprised that I could see no mention about Indore or CC, although only scanned ISGF.
Could it be EESL is the opposition to ISGF

http://www.infraline.com/infraline-energy/interviews-details/30718

JJess.. Was that a condition related directly to the last round of allocations.
Even a lot more is known working inside a company, possibly by hearsay but people talk.

DYOR

Be more precise Bamby.. Today's look like feeders but are probably too small to affect the market.

DYOR

ITT.. On the face of it you could well be right but if you are an CC employee and this is a bonus and additional to your salary then you still have a job. Last years shares were worth a bit more and this years and next years will probably be in a good position so worth more. Last year if a bill was being paid off they would have obviously got the equivalent sum and sold on if necessary or held on in case they took off. They are not all mad in their deliberations.
DYOR

Vas.. Just got back to it. Presume it was a misprint by publisher.

Vas.. Don't suppose we are in any way involved in CET?.
What do you think the $2.5m is about, for 10m units.
I must be reading this wrong.

Well Colour, don't know what that is all about, hope it's not serious. As irritating as you are it makes me think.
Don't sell your shares if you have any. News should be approaching soon.

DYOR

Well Colour this is where I say to you, you are wrong, I did not say that. You are purposely reading false information into what I said.
Vas.. What did you make of my link re Saudis.
Colour not said any more about what is happening in India especially INDORE and again Thailand.
Probably do not want to say too much in case it all turns out to the good.
Can't say I blame you.

Hello Vas.. makes you wonder how I can compete with that sort of accurate reporting. Trouble is I say what I see, sometimes right, sometimes wrong. In this it does seem a little bit OTT in numbers, but Colour says it is right, so that's it.
!0m meters does seem a lot in one year, when unless I am again reading it wrong according to Colour, I thought that they were only looking for a total of 12m meters to be installed by 2025.
http://english.alarabiya.net/en/business/energy/2019/12/15/Saudi-Electricity-Co-awards-2-5-bln-project-to-install-10-mln-smart-meters.html

Colour but you love digging up old not relevant facts so you can recogitate some more surely.
Anyway as I have a few moments being Sunday my concerns are now can enough meters be produced from anywhere to meet the needs of India and rest of the world. I have no doubts that CC can churn out its baubles until the cows come home but they have to sit inside a meter. BI is different as they are embedded but the meters still have to be produced by the millions.
Generally speaking I think that CC's solution puts it a very good position. It is fortunate that they are now spreading around countries surrounding India as all politics are different. Bottom line is a solution has been found for fast rollouts including the old problem of 'notspots.' Currently I feel it must be good for CC but we have to wait and see.
From an investing point of view the problem is go in early on this round or wait.
DYOR.

That's alright then, Colour because I don't mind.
You are not going to be childish and not give your opinion on India etc.
Also what do you think of Bangladesh and Hexing.

Hello colour.. Nope, not interested, that was to show that PM Modi was eager to push on in all fields.
That's as far as it goes.
Set your mind to the task in hand. In your opinion is CC about to make headway with India generally, Thailand, Bangladesh, Indore, Bangalore, etc.

Everybody I don't know if this link, considering Hexing, will favour us:
https://www.thedailystar.net/bytes/first-smart-prepaid-metre-plant-ready-go-live-in-bangladesh-1794226
DYOR

Sounds like he is getting impatient.
It is turning out that PM Modi does want speed.

https://promos.narendramodi.in/nm/preview.php?nc=vm&m=1204&u=CQlUBVMKBQU=&test=1

Colour, you have this irritating habit of pulling up the past (2 years ago) and parading it out.
You know that India changes constantly and what is perceived as the position then does not apply 2020.
Irritating as you are I do not take you for an idiot. EESL was created to bulk buy, was not going for RF, and your comments were gameover for CC. CC were doing OK with the likes of Mysore, which became an Indian Showcase at which I think you inferred not big enough and no future. Well again with India these 5m meters here, 5m meters there did not materialise and losses for whole escalated. Powergrid were in the formation of EESL and knew CC. Schneider I think took over L+T and are at the Roundtable so there is a lot going on but of course CC cannot declare until signed and sealed or you would be decrying facts again.
That's it for now Colour, you have too much time on your hands.
DYOR everybody.

BST give it a short while. I know that's been said many times before. However look at what is happening with INDORE, whether you and Colour like it or not that is a fact. Of course what follows may not pan out as I would like it. Indian Government and it's subordinates do do U-turns as we all know but this is money, or saving money, Utilities must be desperate if the $32bn. losses and growing are correct, and along comes a solutions that works and quickly, wouldn't you be eager. Use your common sense.
If, just if, it is not followed up then at least we have got the security of UK to fall back on, plus possibly others like Thailand etc.
Things could change quickly so DYOR everyone.

BST your turning out to be a grumpy old man who has lost loads in the past and getting your own back.
Well times appear to be changing for CC, getting in with EESL, the most important part of the Government infrastructure, means a fast expansion especially if EESL puts a requirement for 'CC Inside' on all smart meters, a bit hopeful may be.
INDORE appears to have proved itself beyond all measure so times are definitely looking up for me.
Strictly only my thoughts, DYOR

Hello ITT.. With all that we understand is going on perhaps CC will give us an update on income shortly.
As you all have said to me in the past CC only has to give updates on the half year, however going back I seem to remember that CC only gave information on costs under pressure. So a monthly chunk was knock off by you, now below £400k per month but you don't know the income, so you have a one sided equation, 'ef all in' and a big chunt 'out'.
Hopefully JC will give us an insight into income on a monthly basis, it does not matter amount as it comes off of out goings side.
I feel, after all this time a good future ahead.
All DYOR, it's your money.

Can understand your view Vas but as Colour constantly says India is unreliable for decision making, probably have reams of red tape to follow. In the case of INDORE however I feel that EESL has taken a bold decision to rethink its strategy as it appears they are the only ones making headway with loss control. Plus for INDORE its a good return and as it goes forward will speed up installations and more returns. Unless EESL has second thoughts, I think not, I feel it will want CC more involved directly mainly due to Anil.
All DYOR.

We all have to wait upon news.
Greengrass is that your way of saying SP should be lower.
We all know you buy into a dip.
Tut tut Greengrass. Everybody DYOR.

Colour I think that is 1,000,000. We hear that it has not been straightforward.
May be this new approach by EESL, after all they are the main player for Indian Gov, will get things moving.
From CC shareholders point of view the sooner the better, that includes yourself.
DYOR