Member Info for tonyj

Obviously shown before but Q4 of 2018 was the start, probably first gear so Jan, Feb, Mar should be away.

https://cyanconnode.com/uk-smip/

Hold in for a short while woolley. Nearly there.
Speaking to SS in the past I know they tried to keep travel costs down.
By the end of 2019 we will all know where we stand.

ITT, agree no selling looks good, but there are many sub companies in that group whose managers have their own thoughts. A bit old hat now but who bought that 5m shares last year when nobody said a word.
Are there deals going on behind the scenes. At present no matter what other comments come forward CC, if all that has been said is correct, has never been in a better position, just hope the SP starts to reflect this.

Just read notification. Their total is split over many holdings. Unusual move but will probably be accounted for.

ITT, is that April fool? LOL

Thanks for that LTI. Obviously we want to expand but equally Chinese concerns are in need. We know that CC is embedded in Toshiba (UK), Genus etc but BI is a different market in my mind. The difference being they want us in at their premium without known buyers, have a massive China market and have said they want to take it round the world or words to that effect. As important is they want to say CC is inside. At reasonable prices CC could become the world standard for CAN DO under any circumstances. Utilities do not have to think about it, CC will work for them.

LTI, it will be interesting to see if we feature in Bangladesh. I think the joining up with BI will have an impact here and with Iran. I feel that there is a little bit of politics involved and of course currency flowing via China could solve a few problems.

I was surprised at SP 6p, not justified, I would see an 10 fold increase by YE to 60p, my reasons:
UK SMETS2 has just taken off, forecast for not spots 10-30%, so take median 20%, £50m.
Mysore is doing well, Indore will produce good results, Iran still awaited, returns from Connodes original leases.
We are in Toshiba, Genus etc at no cost. We are just going into BI for $4m., potential for absolutely massive market. Others may pay for CC to be in their meters if it becomes a symbol of quality and efficiency and Genus may see the potential for making a payment to maintain us as suppliers.
Till Monday.

Looking at an item in installers manual for SMETS2 it would appear CC RF comes into play at an early stage. This ensures continuity in a street so nobody complaining about being missed out.
I think CC will be activated at any slight hiccup, after all the Utilities want customer satisfaction.
I cannot display PowerPoint, if anybody can pull it up, TEF Communications Hub, Installers Programme, page 29, you will see what I mean, CC RF is the cornerstone to this operation.

Seawolf.. Give up, you are talking nonsense.

Imperial/LTI.. A good summary and logic.

Well ITT I understand they are going in thick and fast. Last years was just non-availability.
The Government will probably meet much of the cost eventually as they always do.
Bills go up enough as it is.

Hello stedon.. back to your alarmist stance. We all know that with SMETS2 coming at the end of 2018 that Utilities were a little bit stuck. The Government set quotas, SMETS2 was not fully available until October and up to that point Utilities did not know if that was going to happen. Now it is all systems go and Utilities will work like mad 2019/20 to get as many in as possible. The upside for CC is that their £24m+ element could show quick return if spread over only 2 years.
I still see a breakeven this year and may be profit.

Seawolf, none of us expected this time frame and it is a bit like our government with Brexit. This is AIM and CC is still in the running, others would have gone 'pop' by now and all your money gone.
The climb back is slow but it is happening, I was once in ARM, did not make much then but now look at it.
In the case of SMETS2 I understand that we only provide the software which means Toshiba provide the hardware in Dual Hat. (Note BI pay us for that privilege) so as JC keeps saying this must be a high end margin.
Sit on your hands a few months longer, as costs shrink value will be seen.

Interesting to see F&S promoting Omni Mesh. I think that regardless of what is said elsewhere on this BB it will be taken up as the industry leader for efficiency and price.
Mysore, the first India government contract issued and awarded to CC went very well and await Anil's update.
At home I have been looking again at SMETS2 and I am satisfied that CC RF is being deployed.
Hopefully there will be a progress report from DCC on total installations at the end of March.
As I understand it DCU's will not be required in UK so installations will be fast.
Electric meter and possibly gas meter installed, single hat plugged in and SIM tested for signal, if no signal hat replaced with dual hat, SIM tested again with aerials, still no signal, CC RF switch on, as simple as that.
CC RF signal will seek a nearby house meter GPRS. To me that sounds like the Canopy System used in the New Omni.
Bottom line is quick deployment so that Utilities can connect all customers upon request not put them to back of queue.

Thanks for that LTI.. interesting detail and criteria.

Thanks for that support 2cv, I think. I do not really get wound up, past career would not allow it. I try to see things as they really are, some do this asking the same old question and persist against all logic. So I thought I would turn the tables get a simple answer to a simple question. A lie or not a lie re awards and it looks like it turned out to be lie. It does not really bother me unless there is evidence, just makes the perpetrator unreliable.
Greengrass, like you, I feel there may just be something on the horizon, we shall see.

Well ITT, it is nothing like that. It's the difference between a lie or not a lie . If you had said you believe that CC's award was bought then that is an opinion but you & co are blatantly telling viewers an untruth unless of course you do have proof. At this point my assumption is that you lied to denigrate CC.
If you lied in that regard what else have you said, I take it you are not going to produce facts so do not use others to soften the blow. In my opinion CC is on the verge of getting a good return so get on the bandwagon. All good fun this is AIM so you just wait and see. I think you are a bunch of losers who came into Cyan too early but that's life.
Of course do you may have other motives, you don't pull a company to extinction for the sake of it.

Thanks for that 2cv, as you say it depends on how you view it. However it does not say that CC bought the award, what it does say is that the winner can buy the license to use the result. Logically all the contestants would be paying up if they were going to win as a result. Hopefully ITT, will show us a positive sign that CC bought the award.

ITT, I had to watch it all the way through, Alan is good. Sums up your upside down mind but does not answer the question I put to you. I will repeat 'did CC fiddle the awards'. Simple question and simple proof would suffice.