Member Info for tonyj

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.

Well Colour I feel you know a lot about India. The thing is the Utilities want to cut down on their losses. They don't care at this stage how they do it. I don't believe Modi is a dictator but he wants to get energy sorted to move industry forward.
We thought CC was doing ok before IPv6, then it was needed, then EESL came along and went for basics including dumb, then it was decided Smart with RF pre-paid that could be changed to post-paid was needed, then INDORE following MYSORE also became a success. Modi was re-elected, EESL decided to take CC RF on board seeing INDORE.
My opinion is that now Utilities/Countries see a system not too dear, fast roll-out and works. They don't really care about politics, they want to cut their losses now not in 5 years time, so they are going to plough in which suits EESL especially with exports.
Only my thoughts, DYOR.

Well Colour, as you say you must read the words.
I said that they did save £4m but for the sake of what I was displaying I average it down to £3m overall as that particular area was probably one of their highest losses. However you have now shown me by needing me to go back to JC's statements of $32bn. losses that overall savings throughout India could be up to $128 per meter i.e. $32bn divided by 250m meters. Do ask again if that doesn't provide answer.

Thanks for that Colour.. Big numbers but don't forget we are not talking about meter costs/profit but avoidable losses, theft etc..
We have all heard time after time JC's $32bn losses speech through theft, well $32,000,000,000 divided by 250,000,000= $128 per meter, so may be other utilities will do even better. Again these figures relate to preventable losses nothing to do with meter costs.

Thanks for that Imperial..
I have been doing some calculations, as I do. I will get Colour to audit them for me.
Newbies, I will say this only 'twice', DYOR.
Looking at the keen interest shown I extrapolated the figures for INDORE.
Up to the point of that statement Indore had installed 120,000 at approx £4m. per year savings.
Allowing for first 120k to have been in an high loss area I have taken off £1m to average.
So, 120,000 meters = £3m per year savings.
200,000 meters = £5m per year savings.
3,000,000 meters = £75m per year savings.
If these are anywhere near the mark then the Utility must be over moon, they have done well in selecting RF but they probably just wanted the best performing system, being reliable, quick install and early loss recovery.
Well they got it . JC/Anil/team to be congratulated.
I feel that many substantial contracts will flow from this in India and all their surrounding contact countries.
Newbies, second time DYOR.

As we have so many positives but not quite signings what I would like to see is another open session to all comers in London so that newbies and others get a better idea of situation and the enthusiasm of the team.

Well Colour you may yet be forgiven.
I am ecstatic, LOL.
Seriously I feel good times ahead. You must have done your homework, not exactly the teachers pet but wise enough to know now is the time to dig in.
I feel that CC is about to burst forth.
Newbies, DYOR.

Well in the absence of any ridicule I take it my conversion was about right.
£4m+ is a lot of savings.
The buyers I was referring to were the Utilities buying teams. They must now be under pressure to get it right.
Has any other Utility ever declared a stop loss of that size.
No wonder the Thailand visitors were so impressed.
Newbies, DYOR.

Morning Imperial.. Just read Indore article and had to run the calculations twice, 4m pounds savings in that time, amazing.
I am prepared to be told on this occasion that I have worked the sums out wrongly.
I should imagine the ears of Buyers from all over have pricked up.

Newbies, do your homework.

Crikey, that's me done for the day, it's harder than going to work and no pay.
Newbies, disregard all this, you have enough proper stuff to read to make decisions.

Now that is daft BST, even you know that.
Just concentrate on what is happening and up coming or you might loose out again.

Wake up, that man at the back, LOL.
Sorry LTI.

Well Colour I think that you are totally wrong. IPv6 is about to take off. No one can be sure, except of course you, but there are a lot pointers saying that it is about to be the center of thinking with EESL, following the success of Indore which EESL initiated and is getting praises all round. What more could JC hope for after all this time.
Now awaiting JC's confirmation that his bit of MEA is signed off and we can all look elsewhere for the next excitement.
Newbies, as I am talking CyanConnode up please do your own research.

Not relevant Colour, it will not change outcome and it is expanding.
Just answer the question Colour, I will repeat it again, just like you do.
WHY DID YOU SAY ONLY LAST MONTH THAT OMNI WAS NOT NEEDED WHEN IN THESE SHORT WEEKS IT IS THE CENTRE OF ATTENTION.
Your reputation may depend on your answer, may be a bit extreme, you have not got one.
Always on at BB's to come on answer,answer. I'm listening, don't take too long to conjure up an answer.

What do you mean Colour, apart from what you have just seen 100,000, plus whatever has happened in the following 2 months to date.
Apart from the Utility being very enthusiastic, all of the visitors, Thailand contract, what else do you need to know .
You are asking questions for the sake of it. There is something decidedly wrong with your mental processes.
Whilst thinking up something else to add on for no purpose you might just answer the question put, why did you say only last month that Omni was not needed when in these short weeks it is the centre of attention.

Sorry forgot the link
https://www.freepressjournal.in/indore/indore-city-set-to-be-first-in-country-with-1-lakh-smart-electric-meters

Already seen by most readers but worth a re-run.
Note biggest in India to-date and India is big.
Visited from all over country and abroad, is seen as showcase, Utility very pleased.
CC has struck lucky there but may be all their hard work.
Newbies do your homework but very interesting and seems to be progressing well.

Subject is 14 Dec 19. for readers.
Colour in your 09:42 14/12/19. You referred to that India and rest of the world did not need Omni. Did you say that?
Cannot be bothered to go looking through reams of BB.
Well India is using Omni v6, I believe that Thailand is also using it, visitors to Indore want to copy it. Yet only last month you were saying that, get your act together.
Now you will come back and say, read it properly, I didn't say that. Well what did you mean.

Well Colour everybody has their own opinions but if you had been a dog Ithink you would have been put down.
I don't often get that carried away but you are just not seeing the light.
More recently you have knocked Advanced Omni and said it would not sell, how wrong you were.
After the February trade fair, as you put it, we may have even more interest in CC RF.