Member Info for tonyj

I must admit it is hard to defend lack of PR. JC may be doing this all as a one-man-band but PR is most important. Just the follow up information on China deal would have helped.
Once I saw the 153 this morning I surmised they were going to try bashing it to 10p.
It will soon rise again they are just churning.

Hello Vas/Pedro.. This my line of thinking and may be JC will be able to give us an indication of competition, and CC's standing in China. I know we had connections with a Lighting co but heard little more in that regard. As JC says control of distribution lies with 2 Grid Co's, if we have received approval from one and it is seen to work for electricity then just possibly other meter manufacturers will want a licence from CC. If we are embedding software in the meters I presume there is very little cost and can be implanted by the millions ad infinitum. Ironically for all the knocking it is now down to JC and his salesmanship to get us sold in all directions. Look forward to coming months.

A good observation Colour.. Notice the spread has widened and up to 10.80 so they do not want buyers but I think they will get some.
Whilst CC is a good product it is still a small company so JC is doing most of the leg work whilst Colour and co are sitting on their backsides ladling out criticism. In total you have probably put a minute amount of cash into an AIM company and expect these fantastic results. Wrong place chaps, try FTSE. I take it JC has left India to Anil and travels the world like a nomad. He is getting the results in a market that is definitely Frontier. You lot may just want to jump ship and leave the booty to me. Not long now, LOL.

Dah, Dah, tonyj comes to the rescue. What are you on about stedon.
The discussions have obviously been in play since before Oct 19th. My take is Beijing Instruments sees this IPv6 as a step forward for their smart plan; a bit like SMETS1 to SMETS2. If CC's new omni is as good as JC says, and it appears so, Beijing has made a shrewd move so are not going to be stingy. With the Canopy System it could rapidly spread.
CC wants entry into China for meters and possibly out to world. China is prolific in production so could churn them out.
However BI are a supplier subject to the whims of Grid co. As I see it they have given $4bn to CC as up front payment until they reach a certain figure within the 2 years, beyond the set amount of meters they will start paying in lumps of production. This could be millions and millions of meters (very Likely), if not they would call it a day.
If repetitive orders get larger and Genus and others are embedding CC software with some paying licence fees then CC will be 95% software. Excellent in my opinion.

Don't get carried away Vas, LOL.
No fracking in Cambridge, placard.
It is unfortunate that in his haste JC did not cover a few of the questions raised regarding China.
I have no doubt that will be remedied and that JC has brokered a good deal.
Until then Colour rules, again LOL.

Ignore bottom line.
My workings

JC definitely needs to keep his eye on SP.
Approx 300,000 sells create 1p drop.
Approx 5,000,000 buys 0.2p rise.
Something wrong.
At present more information needed on China deal to stop hesitation.
China is a big big market to get in, as long as deal is right, which I think it is.

ip on 300,000 .20p on 5,000,000,

Oh dear, Overfiend cheer up, I can hear the jailer undoing the cell door.
I should think that we will hear further from JC, China is something to shout about.
I would not be surprised if this turns out to be massive and I think its only been signed in the last week
so a lot of that RNS was probably cobbled together as Christmas approaches.
China is very difficult to get into so this could be a real winner with very little outlay.

Bamby you may get that bloody boat yet.

Overfiend, I would have gone along with that last year. However we do now have watchers. I think you are looking retrospectively (not meters). Times have changed, if CC had been a little more forthcoming with China, possibly shutting Colour down, there would have been buyers ready.
With your line of thought who do think made the 4.9m, they must have been interested.

Hello Overfiend.. It would have risen on FTSE 2.7%, not that much as mainly priced in.
If this had appeared as a string of 100 buys at 50,000, all in a row you would have thought why no big rise, you know it, I know it.
Instead you see the odd little sales of 10,000 20,000 and the SP moves, even you can see that its wrong.
They have to shake the tree otherwise there is no money to be made.

No, stedon they are trying to drag out some sellers. Who is going to fill the 4.9m hole.
Anywhere else that buy would have doubled such a small SP.

Thanks Pedrow.. Compared with 3 months ago I consider the world is now our oyster. In one way or another I think JC is going to fulfill his aims of spreading global and it is probably due to the extra arrow to his bow in June. Looks to be the missing link of combined building penetration and multi platform, and of course well priced.
I am sure there is massive scope in China, which we all thought was not going beyond Lighting or even that far.
That market is so big the mind boggles.

Thanks for that Colour.. Until we get some more information regarding China I am more inclined to think JC has played a blinder, getting into the restricted market. We have been in China a long time so JC knows the ropes. I would say this $4m contract is an estimate based on production of 2 years and will be scaled up. JC has learnt from his engagement with GENUS about embedded software.

Morning Colour, information from JC was a bit sketchy. Probably rushed it out to keep you happy.
I do not think after all this time he would be so stupid as to sign an open-ended contract other than for further negotiations after a set amount, didn't he say up to $4m.
He has now entered into this mystical world of 'White Label'. From what I can gather the June solution, which filled a gap, is much sought after.
From an investment point of view if we start getting this type of contract with almost no outlay (factories etc) and a big markup then I think JC has cracked it I can't see us now doing an 'Intel Inside' with White Label as the manufacturers want it to appear as their own. Hey Ho, as long as the cash starts flowing.
When I saw the 4.9m share buy I was surprised as buyers were not being able to get even small buys. Tabither raising the point gave me more food for thought.
5m shares (equal to 100 buys @ 50,000) moved SP 0.20p, so was someone book building over a couple of months.
Possible 'hats in the ring', one Fund (likely), multiple Funds (less likely), Multi (LOL), a Utility (good Possibility) or may be JST buying on the Market.
With current happenings I feel the Market should be on the move during coming week and if JC gets these contracts molded into Assets I see 50p to 70p short term, then steadily rising.
Colour, putting aside India differences of opinion, what's your overall opinion.

Interesting question, Tabither. As there were no other massive deals around that time I am surprised that the SP did not shoot up. That is a big transaction leaving not too many floating shares. Would have thought 15>20 or even much more. I wonder if Monday will get the backlash. CC should be well above current price with all the activity.

Hello Vas..
Always good to read praise although Colour might not think so.
Question: What do we know about CISION, what is its circulation and where, and what credence does it have in Electronics community.

Morning LTI. Yes I was wondering how many units were involved. I seem to remember way back JC was saying our element in the Indian contracts were $10-12 which could put the numbers at about 400,000, just a guess.
Unless I am wrong I think Londoner was asking is that the total sum for each unit i.e. a manufacturing licence at bit like L+T for TATA Mumbai as opposed to yearly payment from Utilities.

Overfiend, leave the downtrodden remarks to Colour. That is he's forte. Colour you are OK I have just popped in. Doing very well today.

Thanks for that Vas.. Could not find it at the time. Very interesting regarding RF 868MHz also 900.
In the June Telegraph I wonder if they said more than they should have and if Nov was a clean up operation leading to using RF throughout UK.

Once again Colour you do not think it out. Of course I would not expect these figures on FTSE but they are talking in millions and billions whilst to CC it's make or break on minor sums. Possibly CC in your interpretation made a mistake of disclosing costs, especially future costs but it was the likes of you that were asking for transparency. Now ITT uses it at every trick and turn without quoting income but then he nor I nor you know CC income, so that's alright then isn't it..
To be honest Colour I don't think that you are cut out for AIM. I just enjoy it as a distraction and think CC will do OK.