Member Info for tonyj

Now I am wondering if it is you buying up Colour. Thought it was JST.

Well stedon somebody is adventurous, I hope its not you.

You notice how close buys and sells are. Makes you wonder who is buying at bargain basement after scaring all the others into sells.

Overfiend, that is the name of the game. The risk factor here is can CC materialise contracts as opposed to not having any in the first place, which a lot of AIM do not have but still make money out of sentiment. Strange but does happen. JC must cut back on his R&D until he sees money in the bank. This latest contract is presumably with the most secure software and he said recently that they had developed a multi-platform which could accommodate automatically various add ons without coding etc. If he can do that and keep costs down he stands a good chance of expanding way beyond MPWZ. We are running into a dry patch mainly due to governments,not the software and anybody who buys now will always run the risk of loss but equally massive multiples. Its AIM.

Anybody who buys in now could be sitting on a gold mine, this is AIM but the contracts could mature in coming 18 months, may be sooner if UK starts its returns in Q4, these are guaranteed at some time, just when.

I was not impressed with results but got a better view from video. As we are now into leasing we are very long term, a bit like a pension scheme. All very well going down leasing path but more money is needed up front. If we can hold the firing line for about 2 years we should start to stabilise. This new order which is a spin off of UGV is with a public company, interesting, and if we can drive into adjoining states then there is a chance to get a good order. Security is or will be a priority as I have said before and JC's reference to GCHQ is timely. Mysore is only 1 order but I expected slightly more cash from that direction. JC would have been stupid to comment on Iran at present as does not know where he stands, one wrong word. If this new order could be pushed along at the speed of UGV and expand we could the fort temporarily but profits need to be seen in larger amounts coming in from now on, with �600k a month going out. Must be careful not to max out on credit cards as daddy only supplies so much back up. SMETS2 are due to start installation in September, I understand all the SMETS1 will be exhausted by then, so hopefully cash will flow from that direction by December. JC says the demand for 'Notspots' will grow, I think the need for CC could rise to 50% with all the High-rise buildings and poor penetration. I will hold in.

Meant WTO but WHO also seems appropriate

All. Looking at various statements that US has made recently it would be foolhardy to trade with Iran until Trump gets a few concessions and downgrades threats. So may be Iran is written off until a change of heart from US. It is strange how US can get away with all these threats, You would have thought WHO had something to say on the matter. Wonder what international comments there might have been if it had been China as aggressor to world trade.

Thanks for that Multi, thought provoking. Vas the only things in our favour if JC decides to risk Iran is 1) We have no dealings with US, 2) Supplies seem to be coming from China via India. If we were to take on the risk we would expect to have the whole of the 32m/ �1bn deal. I would think that Kamstrup are getting cold feet, so we would get the gas and surrounding countries. Of course we may have problems getting paid with the Euro and India may get cold feet. We could go from rags to riches or up Gunboat alley.

Cricky now I am starting to worry about my investment. BST I probably came out of the pub in front to them. How much are the shares in this new venture. Will I get it back before I die. Nice idea a pile of SMETS1 meters but I think they are going to install every last one, working or not, as they have got to be seen not wasting money, after all they are a government dept.

Have you all given up on CC. Sounds like you have just come of the pub on Saturday night. LOL

Greengrass.. You might just have bottomed.

Hello Colour.. Yes they go in all funny places in London. With the Itron ones they are actually bigger than many that they are replacing so imagine a packed board, old one taken out of little slot but new one much bigger. Takes a lot of time to relocate, thats if possible, so no quick turn-round there.

Hello LTI.. Thanks for your 16:02. The problem I have with this is part of the �25m. could already be accounted for, so not �25m. as and when it arrives. SMETS1 does not have CC inside and as I understand it SMETS2 will roll out in Sept so probably no results until then. Apparently larger Itron meters are being used by some utilities which I feel will be difficult to place in some existing places but they are being leased.

Thanks LTI.. appreciate it was only reiteration. My last item, UKContract regarding JC's statement on Connode receiving prepayments does not seem to have been picked up by anybody. What are your thoughts as no information given as to why or when. Do you think it is part of the �25m due. Only an opinion of course. It was thrown into statement as if it did not matter when amount and if already accounted for could be crucial.

Thanks for the update LTI.. The problem as I see it is we have �7.5m expected costs, small tax relief and no stated closed contracts that will meet the difference. In the past we have had �0.5m to �1.5m profits, which was heralded. Now we need some big earnings for there to be any SP movement. The other problem that I did not get to the bottom of is UKContract income, JC said that Connode had received payments, so what payments and how much and is that part of �25m/�37m. Vital information as this could balance the books in coming 12 months.

Hi.. Must admit I was expecting a good May summary by now. Even small notice of incomes would be appreciated. We just watch the MCap reduce but there must be income of significance (not the odd �0.5m) coming in to warrant all of the continued expenditure.

Hello Colour.. Uugh, distinctly Persian. LOL

LTI, thanks for your 11:35. I said you did not need to answer as I knew that that would be your reply. That was my observation of your comment, still held so no problem. Be nice to see in next couple of weeks what JC produces.

Not logical dropping BID to 11 when buy is holding up. Not volume just conniving little B****'s No change as far as I am concerned. Look forward to JC's deliverance shortly.