Member Info for tonyj

LTI., don't go there. I am happy with what Anil has said. Who cares what negative Colour thinks.
phuckerty that has been asked before. I think there must be an inbuilt total dislike.
If he has shares he is certainly not improving his chances of a profit.

Well done Anil.

Hello Colour.. I should have looked myself not relied on LTI. Lazyitis. Not sure if CC has the supply and fit or just supply to L+T for INDORE. If I remember rightly CC lead for ENZEN in Mysore and that was the first showcase success.
See attached, early 19 for INDORE.
https://mailchi.mp/f8e5a652e5d2/delivering-one-of-the-largest-rf-based-smart-metering-projects-in-india-improving-billing-efficiency-from-10-to-30.
Again only my thoughts but I see the possibility for an IoT matrix across India. Whether it could be done who knows. Mainly numbers involved and what it was required for.
You thought it was fantasy when I kept highlighting Mysore Canopy but it wasn't was it.
Notice you have the gang together, reunion?
New comers and all, DYOR before making judgements after all its your money.

Right, Colour back to you, are you saying that CC is not the main supplier to Indore for their RF Canopy system.
I must say that is I thought CC was doing but you seem to know more.

Hello jake.. Colour just can't contain himself.
Yes that is what I understand, may be wrong, would not be surprised
but LTI/Imperial will know all about it.
If not I don't think we would be talking about if not.
I think now would an appropriate time for JC to give an update on our new channels.
Newbies, DYOR

LTI, we have yet to get a further updated from Anil but these figures occured before the Nov 19 round table, may be Anil already knew of this but just may be not.
We are now talking about more than Notspots, Indore and Thailand is a whole new ball game covering whole Canopy.
We will soon find out.
Newbies, DYOR.

Strong, I am only applying logic in light of UK.
We none of us know the events of next few weeks but I am hopeful, always bearing in mind we are on AIM.
If lucky we will progress off of AIM, if not so lucky we will plod along but I don't think that will occur.
EESL is satisfied with CC presence and that takes some doing. EESL want to impress the Government and may be earn on exports. Things in the main do not change over night so if CC is locked in Indian system (sticky?) then near future should be OK.
Newbies, DYOR.

A bit uncalled for Strong, I think that Imperial is well down on numbers, if CC used for Notspots could possibly achieve 10%.
However the likes of Indore are, unless I am wrong, total installs, much more different and way beyond Notspots in numbers, also training services.
Newbies, DYOR.

ITT, I see that you suddenly covered your own backside with a follow on post, just in case CC makes a massive declaration.
Jake, I think that you have answered several of your own questions. Of course you are staying with CC, over several years now India has been the focal point of Smart, there have a few rough starts then changes of requirement then no RF then RF, Mysore (CC) was a showcase supported by Indian government but is now previous version, now Indore is the showcase supported by the Indian government (EESL) and has the latest CC gadjets which suits India's regs.
Apart from Indian Utilities there is a desire by surrounding countries for Indore Canopy system which I presumed India Government likes from an export point of view.
We will probably know more in coming weeks but much better than this time last year.
Newbies, DYOR.

Don't start down that avenue again Colour. CC who you are invested in are trying hard to win contracts through Anil and seem to be succeeding. I don't know what Kamstrup charges but it probably has a big cost base to service.
As UK was probably awash with cash when SMETS1 was created why didn't Kamstrup get that.
In my opinion CC will now do well in India and surrounding countries. Apart from who you know I am sure it is also price.
Like it or not, and probably you do not, INDORE is a showroom that Utilities are flocking to. If CC can keep its head and not start splashing cash there is a good chance of outstanding success.
Newbies, DYOR.

Morning jake.. What is the largest contract Kamstrup have/had just for comparison. Connode a small concern and now with CC got UK with probably 5m to 10m HAT2 meters. That was again only supply. It has been said all along that CC would not get everything everywhere but there is a lot of work out there. We are in heating in Europe, we also had work with E.On. Every job is tendered for by a group of companies, some CC will get, some more likely than others.
With some it is probably if your face fits, others price, others speed of application with loss savings.
It goes on and on but just at the moment CC seems to have caught the attention of EESL.
One again DYOR.

I can see your point jake but Kamstrup is a meter manufacturer with RF etc.which may be outsider addons, like Itron is with Silver which they now own, I don't know. This can be limiting unless buyer wants your meter as well.
Whereas CC specialises in Comms so are versatile with many manufacturers. Handy if million upon millions required.
At present CC is working with EESL and is adaptable. It may not last but I am very hopeful at present.
DYOR

Hello jake.. I think at this time you are missing the point. We are talking about EESL, which we have never done in positive terms before. They are showcasing INDORE which many Utilities and some countries are liking.
If you remember, Kamstrup were also in Iran during our time but were there for water, no mention of electricity, unless the situation has changed and now in that arena. If you are an investor in CC just be grateful that appear to have reached a turning point.
DYOR

Morning LTI.. They are at it again. Whose a naughty boy using the Royal We.
Everybody knows what you mean except BST.
Obviously BST cannot appreciate what is going on in Indore, or it does not suit him.
We have all this interest from countries around India; it would be nice to be back in Africa.
If something pops up (Indore) that ticks all the right boxes, works and makes money and hopefully at a good price then of course they are going to be interested, especially after all these years of frustration.
I should imagine many other global meter concerns will be interested in (CC Inside) or at least CC attached.
Only me thoughts, DYOR.

Just something for those who like to read.
Dated Aug 19 but is the background of the 120,000 units.
I believe that Utility alone covers 3m customers. So I should imagine they would want to complete their good fortune.
Only my thoughts. Just getting bored.
https://timesofindia.indiatimes.com/city/indore/now-smart-meter-for-every-household/articleshow/70527176.cms

Hello Tilly.. SMETS2 was an upgrade of SMETS1 (which had trouble with interoperability). The Comms bit of SMETS2 meter is provided by add on which sits on top of meter like a hat. HAT1 is first on for mobile phone link, if not working HAT2 goes on and they try aerials etc, if that does not work they place CC RF module onto HAT2. So basically last resort for notspots and supply only.

Vas, I know nothing is certain until signed off and even then may be not. On the other hand there is no point in being negative all the time, currently there is a positive air, even Colour said 'I still have doubts India are that serious, but if they are there is no lid on where this could end up'. A good observation from Colour, it is just a matter of a short while before we know but possible very good outcome not ruled out.
DYOR

Hello Tilly.. SMETS2 is a different storey. You have Utilities, meter manufacturers and installers. CC is none of these I understand, it is supply only for HAT2 when RF is needed.
I think Colour was referring to India.

Well woolley, I think all long termers have seen the numerous highs and lows. We probably thought we would be lucky to get out of this alive. This was a high stakes game where really only the big boys had the cash, with so much R&D; we are at the point where India can progress, and need to if ultimately going head to head with China on trade.
I feel that we have hung in the game for a very long time and have come out with a jackpot. No many AIM can say that..
To all, DYOR because CC is at a critical point..

Hello Colour.. I can understand where you are coming from with ups and downs over last few years invariably requiring extra funds. However this time I think that it is a bit different. It's a pity it could not have happened in the middle of last year. Would have saved some anxiety.
I admit that I always look on the brightside, not much point in remaining otherwise.
With all that is going on my eye is now on supply and demand. EESL I believe has been involved with INDORE from the outset, many Utilities from India and surrounding countries have shown interest. If the INDORE saving that they presented is correct then many Utilities will probably want RF, only because it works, is quick and they can see the results. Whilst most contracts take ages they can be speeded up when it suits.
I would bet that INDORE will cover any shortfall to get all 3m customers connected. If I were CEO I would cover an advance out of my savings to prevent any slow down as it is a knock on effect that makes even more savings.
Add to that any advances EESL might come up with on a bulk order and lines of credit from the other two major manufacturers and I do not think that cash flow will be a problem.
Compared to CC these are all major players and payments to get things done are peanuts. For them it been a long time coming.
That's demand, now supply, if requirements suddenly jump into the millions I should imagine India would the hard pressed and the likes of BI would come into their own supplying say Bangladesh, however that's a nicer problem to resolve.
Newbies, DYOR.