Member Info for tonyj

Hello Colour, thanks for the reply.. Nice to know that you only left the BB not CC, you could not risk it taking -off without you, although I did get the impression at the time that you were gone.
I think you said that SMART was not required on EESL roll out but apparently it is required how did they resolve that.
Lastly are you saying CC will not get any meaningful contracts in India even though they are embedded in the 3 main manufacturers meters, come on.
Colour you thought that you knew all there was to know with India last year but times change, however you do not.

Morning Colour knew you could not resist. You did leave didn't you. Tell the viewers about your predictions for CC in India and why you recently decided to cash in and whilst you are at it tell them about the Village People.
To conclude tell they about the recent wins CC have had with their Advanced Omni.

Hello Mozac..You are right. I am currently thinking buyers if they have read the last months of this BB and CC updates on orders will not wait to see this mythical need for funding, which primarily is now for expansion. If they wait they would have missed the boat, there is massive potential and within the next few months to 18 months, with leasing forming the basis for years to come.

My guess is, you are still fed up, don't hold stock now and are trying to put the boot in. Forget it and just grab some while you can at this price.

Hello Mozak.. See you got in early.

ITT, you had to find that. It's a precautionary note, you can see the orders coming in so there is no chance of money problems. Colour should now chip in, there's me thinking he cashed in a month ago and said goodbye or did I dream that.

Hello Overfiend.. Surprised but you could be right. As the amount is small £2-5m there is always the chance that JC has got an advance from all 3 manufacturers. It would make life easy for them as being embedded it gives them continuity.
RNS could still outline situation.

I think tomorrow will be very interesting. I bet even colour is having doubts. If the RNS is for Thursday I hope JC has made some wise decisions.
JC did say in May that he had discovered a wonder solution for multi platform/interoperability and he knew that he had cracked it. At first I thought 'may be' but when he said the 3 leading manufacturers had embedded it in their meters I knew he was on a roll. The Ukraine, when they sort their politics out will do the same, Iran (big) is still on the boil and good old UK with ever increasing 'notspots' will be bigger and with guaranteed income.
I am worried that this is getting too good to be true, what say you colour.

There is certainly something afoot Bamby.. If Multi's large shares had gone through in time sequence the SP would probably have risen sharply, thinking a Fund etc was taking interest.

Multi, a stroke of genius/luck. I could not get anywhere that volume of offers.

If there is a need for information for onlookers this may be helpful.
https://www.deloitte.co.uk/fast50/winners/2017/winner-profiles/cyanconnode/

Colour, give up you never give a straight answer until someone does a 'Paxman' on you.
A simple calculation for any newcomers is: Is CC about to reach a rich seam with the advanced Omni which is now being taken up by leading meter manufacturers in India (GENUS, L+T, HPL) who are building the software into their meters, not add-ons. Can CC through these leading companies get a fair proportion of this 260m meter market.
If the answer is YES then buy. If the answer is NO then leave. What's that colour GOODBYE.

Hello Overfiend.. First complaint, your fag packet (20's) is bigger than mine.
Good reading, if we add in a few unknown's of contract closures in next month we could be clear of needed funds with just a small amount for stock expansion.
Colour, don't put the customers off. Your predictions for CC in India are not happening.
Still trying to work out if you have any shares left in CC.

Hello prime.. We have been sitting on this share for several years. The main delays have been Governments but also as Cyan produced a product then a better one or requirement was in the offing. We bought Connode 2 years back which was fortuitous as we needed their IPv6 which we have since further developed. It has reached the point of being multi-platformed and interoperable. These are both sought after, low priced and as I understand it in great demand.
My answer to your question, a long, long way.

Well Colour although you will say 'I didn't say that' when I state you; you predicted doom and gloom for CC when EESL started pushing cheap non-smart meters after you consulted the village people and you said that was all they wanted. You said CC were done for and I said CC were going to do well. Well if this SMART dictate is carried through then CC will do very well.

Well Overfiend, I must say it's only opinion. I have said many things, slightly extreme in the past, but some have matured and the knockers forget.
But you can calculate fair value when you pitch in sentiment, other companies achievements, especially software, from a negative loss making base. Without harping on ARM they did very well from a not clever start. You never know where any company will finish up but listening to Anil and emerging from negative prospects last year I think that it is all systems go.
We spent a lot of money following Connodes start in developing a very acceptable WorldWide system and to me there is no looking back. May not be the way others think.

Just goes to show ITT your past catches up with you, LOL
I have been doing my fag packet calculations, looking over recent contracts and ones nearly there, reading between the lines of speeches, looking at $110m pipeline and my conclusion is the SP should be at least 40p if not a lot more, so what is the holdup cannot just be MM's. I think JC will spring a big surprise this week which will kick the already bouncy SP into leaps and bounds.

Nothing absolutely solid in writing at present but we all know that CC is on its way.
More contracts and preliminaries will be coming through thick and fast, especially India, you can tell at a meeting if the feeling is all systems go and I certainly did.

stedon, I would not encourage you to gamble but unless the pot is dry this is not the the time to abandon.

Hello woolly, yes definitely another very strong buy. Even colour is ramping (80) much against his grain.
Excitement comes along from time to time and I think this bit is going all the way.
I don't know if you attended meeting but there was enough information relating to India there for me to feel the spark had been lit to fire up the boiler.