The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
I think that covers it Vas, it's not down to CC, next step of contracts eagerly awaited. Could well bounce into action April 24 quarter. CC has achieved much to get from 1m units to 5m order book, no negatives on fulfilling existing contracts that I am aware of. With amount of staff taken on CC must feel confident of getting a large total soon, so waiting for final hurdle, said before but different now. DYOR
Is that one of our involvements.
https://www.smart-energy.com/industry-sectors/smart-grid/dewa-reports-record-electricity-and-water-savings/?utm_source=SEI_NL_Fri_News&utm_medium=email&utm_campaign=SEI_NL_Fri_News_2024-01-26
Afternoon LTI, yes I remember the 442MHz. I will have a look to see if I can find reference 800+. I think it was in the items that Vas has recently cited. I think it related to this other Broadband operator that was said to cover the whole of Thailand.
LTI, I am a bit busy and have not got time to look up. When CC got Thai contract was it for a different frequency than usual and is this again different (800). Apart from being excellent product was CC the only one capable of this frequency. I thought Trilliant was mentioned regarding PEA last year. Dreaming but could we get whole country of 28m.
Probably am so DYOR.
Thanks ITT and Vas, good possibility with Thailand. I think it was roughly MEA (4m) and PEA (24m) customers so fingers crossed and JST group is part of the community. DYOR
Looks like several shareholders are coming in on ISA's or the like. Long term holders I would think.
ITT would not worry too much about mates rates, make £1m on a sale or £1.5m on double the sale, its still cash. Admittedly you can go too far. Do not know CNIC either but if good may catch the eye of PEA, about 6 times the size but with competition. I would not be surprised if JST has influence with MEA and PEA. DYOR
Hello Colour, that's probably not a bad idea. At least I would not be rubbishing them whilst at the same time hoping the SP would rise. I am not a numbers man with AIM like ITT, I think it would be pointless, FTSE100 that;s different. Although I have always called for transparency and production volumes I see that with such large contracts possible and widespread the only figures at present are really totals.JC may be good enough to provide factorygate retums.
Morning LTI, as a small but very important cog, I should think we are getting paid for this as part of GoI PR.
Vas I think there is a lot more to come with gas, water, EV's etc. If with interest being shown more towards RF and CC being able to fit all shapes,sizes, Comms Platforms then as long as we can keep up the production pace modules licences etc to me its 2 hectic years. DYOR
Morning ITT, what I said was revenue 1m = £20m as opposed to net income/profit etc. with the extra expense coming off balance sheet. Different areas will have different revenues. India I assume is the one JC stated.
Thanks for your opinion Colour but you really must read what is wriiten, I did not say margins I said revenues. Other costs came into accounts, like advanced buying of Silicon, JC quoted that ratio 1m units = £20m revenue. So given that of the £1m gross 75% will arrive in 1 month lots (total 27 months) then very good outlook for next 2 years. Do you remember the massive rise shown on statistics for next 2 years. DYOR
Extremely interesting LTI. I noted that CC were taking part in other areas like training. Recently it was indicated that CC's revenue was about £12.50 per unit, however about 18months ago I remember JC saying the ratio was about 1m units: £20m, perhaps this higher revenue was due to these peripheral activities. Hopefully should soon know, we are getting close. DYOR
Out of bordom I was clearing old Smart Energy. On 30.8.22 came across an hydrogen note and CC's Bihar was mentioned as a news headline, dont often get a mention, 18 months ago !
Sorry to interupt, carry on everyone, oh your not. Hope JC hasn't fallen asleep, he wouldn't dare.
Just reading on other BB of question mark over CC capacity for massive orders. I think JC did well to buy up raw materials last year, plus Genus going inhouse meant they were supplying own materials, if CC does the same with other manufacturers, which I think was being suggested, then expansion unlikely to be a problem. DYOR