Member Info for tonyj

Reading on other BB about SRT. If they can turn their fortunes around in their industry then with what CC has running and the balls in the air we could have a surprising outcome of 50p+ starters. DYOR.

Morning LTI, I don't know if we are sole suppliers to Monte Carlo but with eating up nearly 0.5m meters a month there should be more flowing.

Morning, I take it the loan(s) are to buy stock, so any advances on Goa would may be provide surplus cash, if that were the case I would consider ( if legal) buying back stock into Treasury £1m at under 10p. It would lift SP and if further AMISPs a repeat up to say 30p limit. Could always be released back or cancelled when appropriate. DYOR

Morning, I take it the loan(s) are to buy stock, so any advances on Goa would may be provide surplus cash, if that were the case I would consider ( if legal) buying into Treasury a £1m at under 10p. Would lift SP and if further AMISPs a repeat up to say 30p limit.

Thanks for that LTI. JC is going to have his work cut out updating all of this plus everything that has happened this last year. We should get an uptick for SP when JC gives update.

Sandy, at the right price it could be a golden egg, or even Aladin's cave. Lol

Deep breathes this week may be.

That's interesting gizmo, I wonder how many meter makers will be involved in these orders, I see Genus is in there. It's certainly building up. DYOR

Colour there is no desperation, just logic. CC saw an opportunity via Digismart and it took some setting up. They have a back log of 9m units supply which is a lot, so any addition to AMISP of say 5m units ( at 1m units = £100m revenue ) would make them a very lucrative company. DYOR.

Jake, not flogging tires part-time. Times must be tough, lol.

Morning Colour, I may now be proved wrong but I thought that was part of the arrangement for RDSS agreements, not just Goa. Someone will know. DYOR.

We know that CC/GOA were having final start meeting but are they actually underway. If I remember CC would get a start payment of about 15%, which would be very handy. In my opinion in these coming weeks CC will do very well. We are most likely smallest capitalised company in Smart yet we have L1 status against Adani who may be the biggest in the industry. Our AMISP status could well make us a £bn revenue company. DYOR

Morning Colour, hopefully the start of GOA, beginning of 6.5m other contract will put together some figures. Having created CC India, as required, JC probably has little control over actions and timing even though they will make the biggest return. Should see a build up of actions during 6 months to y/e 31Dec.

Morning, looking at that RNS, we had several completions so maintenance fees must be adding up with a lot more to come.

LTI, MonteCarlo are moving at a pace, hopefully they will be re-ordering again soon. Now we have Digismart I wonder if we will be picking up AMISP work in Madhya Pradesh region with all that is going on. DYOR

Well Harley, currently at this price and with all thats going on, Goa, 6.5m contract, all the others running, able to get loans and above all India actually wanting to get on with it, I can't see SP falling so if any time is right to invest I think now is the nearest we are going to get. Unlike Colour take personalities out of it, most negotiations are probably being done within India. I once forecast an SP of £5, been reminded often, but now we are at AMISP and L1 against Adani I think there is a good chance of SP going to outlandish prices. My thoughts alone, DYOR.

Harley, hold your breath one more time, we are in a different ball game, in the past, highs were created only to fizzel out as Government's caused hold ups and minds were changed. Cyan did its fair share by trusting everybody in sight and talking, remember Mumbai.

I think JC could have bitten his tongue after rushing round the country to sign up B.I. which came to nothing, his moto after was probably don't deal with China.

Anyway the end game has arrived and contracts could well handed out like confetti, there are only so many contractors available.

I think JC will be mindful of PIs expectations, they are not all easy going. DYOR

Is today the decision to extend/not extend 15% loan. If we can get another loan at 7% which covers a longer period then that would be my bet. The two would cover our stock costs which under RDSS we would get a lump then monthly sums. DYOR

I seem to remember somebody talking about two projects similar to Goa size, before that was announced, so are we awaiting upon another, I'll have to DYOR that. Separately would be handy to know from JC a bit more about 6.5m contract when we have the July summary. That was some big contract to get.

That is interesting gizmo. Looks like going underground was successful. May on next project they will set the Smart up first to keep the ball rolling whilst converting cables. DYOR