Member Info for tonyj

Hello Colour.. I don't suppose you know what I mean, have you ever been to a CC presentation. You keep saying ask them this, ask them that and they give what is calculated and viewable. It is what goes goes on in the socialising that counts. I pick up a lot more than I give out and at this point in time I am quite happy with situation. I would not have said this before meeting.

Hello 2cv.. You are right the numbers listed are impressive. One that caught my eye was 22% services. Never observed this detail before and on speaking to JC runs between 18 an 22% depending on contract. That is considerable considering CC is virtually 100% reliable under any conditions. Our section of the Indian rollout will be fast I feel. Great interest is being shown in new Omni version as it takes care of the plug in and play problem for all IoT gadgets. The $16m. advanced orders says a lot.

Morning colour, the problem is you have to be there otherwise you get just the facts which you have a problem to deal with. You might just ask your Village People to take another look at situation in depth. May be turn over and put their other ear to the ground. There is a lot going on, not as simple as you have made it out. I think that we are going to get a good chunk of India's smart market some may be White Label, doesn't matter it's paid for contracts that count. To me Anil is the flavour of the Month, he is in touch in the right places. Any onlooker, you could make a lot of money here in next 6 months..

No I don't think it was video'd, just for select few, LOL. LTI will probably give you more detail but basically things are looking good, Anil gave a good account of India and I think those that hang in will be pleased with the expansion plans when they are revealed. Colour you can tell The Village People to get stuffed. Any further funds are still being decided upon but if necessary will probably not be a lot. I can only say as I see it but I am confident that JC is working for a satisfactory conclusion. UK will be our stability and India will expand dramatically now that have got our foot in the right door.

Hello Seawolf.. Don't get sucked in with the moaners. It is where you begin at that counts. If you just stay with a share especially AIM you will probably have rough times with many falling off the ledge. All shares at some time are risky, even main ones like BaE which I once held for too long but amazingly came out on top with. Likewise BG Exploration where after a long time I came out at 1550p it then promptly dropped to 900p when US shale started in volume.
You hope to make a profit but if you come out even, not bad.
I think CC, which is one of the smallest companies I have invested in, is on the way to big time and will be an attractive concern for a take over at some time. Not an ARM but not far short.

I think JC is slowly achieving his ARM type model. If he got to a £1bn value I would be delighted let alone £28bn.
Just dreaming, or just may be not.
Tonight will be very interesting.

Multi, a good buy I feel. The rise is only just beginning. Past costs and low SP are now a thing of the past I think.
The likes of stedon and colour have got stung in the past and may be not holders.
The Village People did not advise colour well when he pronounce CC doomed in India.
dwall I hope that gondola is watertight.

Enough of this playing about, CC is on the way and if JC can keep a few bob in the bank it will just build and build from here.

Hello stedon.. now we find out you are a loser. You would not have known last Friday to buy, in fact would have probably sold.. On AIM nothing wrong with positive thinking even when times are hard.
You should have stuck with FTSE100 if you are any good at it.
If you can chat the wife up it's still not too late for CC.
May be colour could advise you.

Hello LTI, that was a good and precise account and in line with my thinking.
See you this afternoon.

You are wasting your time Overfiend..
To colour, when its BAD its BAD and when its GOOD it is even BADDER (worse).

This is lift off for CC, fingers crossed.

Well that was a good day. I am now going to put back on my 'rose tinted' glasses. Many software companies run at a loss for several years and do not forget CC came over from semi conductors. My take on this is, probably have £50m+ coming in from UK Government's contract, Iran if all goes well has total of approx £1bn meters in all, Mysore, Indian Governments Showpiece, will now be viewed by other States especially for early reductions of losses, Ukraine, Bangladesh, Thailand are still being progressed. We are picking up contracts in Europe. White Labels, will be of great value to companies who cannot admit they have a problem, so good earnings there. Now that new Omni is up and running it will probably attract a lot of interest.
Loan, I see several opportunities to get an unconditional loan of say £2m. against the order book. Also we have JST whose interest would be served making a loan. Then we have Genus and L+T whose interests again would best be served in giving advancements on existing and future contracts considering we are embedded in their meters.
I look forward to tonight's meeting and any other points of interest.. My SP target for very near future is 40p.

That is some turnover. Still some good buys to be had.

I hold some of these. They form the RF element of SMETS2 and will probably be active in 20% of the Southern Contract UK, smart meters. Just won another contract in India. Low priced at present.

Closing so in demand.

Hello Greengrass.. No I think you missed that one. I think this will build over today and tomorrow leading up to presentation. This £11m plus services bodes well but equally the UK element is now underway and if we get 20% notspots, probably more, then we are possibly looking at £50m. of guaranteed income. May be JC's bonus could arrive.

Hello ITT, the market wants to make money and if it sniffs out expansion in India together further improvements in UK then could well be the start. Watch this space.

Well primesymian that together with Mysore etc, UK and anything else that comes up at the presentation takes us well on the way if not already there.
A good win at a time when needed.
Very strong buy in anticipation of enlightening meeting.

Go along with the build up you give but CC (Cyan then) was not exactly normal. Cyan was one step behind the rest in the field. It needed IPv6 and openly said it was 18 months behind in that development, slightly over exaggerated in my opinion but that was JC's sales pitch to the shareholders for acquisition. However with the size of Cyan financially we would never have made up that development gap and it would have been curtains.
So he takes on the company lock stock and barrel knowing he still needs that growing expertise, he further advances Omni and says he has a large market demand forming.
Well if we have got to the stage where most R&D for this particular software is done and we still have money in the bank then we stand a fighting chance. If we need extra finance for distribution which is mainly software then I am sure JC will keep it to a minimum.

Just come back onto BB. Thought about CC during the day. My conclusion is we knew the rate of burn which has been reduced and together with the closure of Connode office which should have been done sooner but JC may have reasons for delay, overall as long as costs and possible contracts stay the same we should be set fair. This is not hype but looking at things as they stand, if they change could be a different matter.
I will ask JC if CC can put the Advance Omni into SMETS2 at little cost as it could have two beneficial values for CC. One, if SMETS2 is currently only in 'not-spots' hubs then the government may be persuaded to put them in all hubs for their IoT value, two, the new product which is in the new Indian L+T meters would get an airing in the UK which cant be bad.

Who is going to London. I am as I am a bit concerned that JC has not been giving out any information as it comes along, considering JST at AGM. Hopefully there is no cause for alarm.