Member Info for tonyj

Don't know if I want SP to go up or down at present. Warrant numbers are high.

Thanks LTI. Interesting Kaynes, Mysore.

Also just read Directors Talk 7 Feb, covered a lot of ground and CC.

Thanks for that LTI.

Thanks for that gizmo.

Regardless of the does and dont's of Warrants I think it will take a lot to hold SP down. With all the possibilities on offer I am surprised that sentiment has not taken over, to 20p. DYOR.

LTI, saw that before but ignored it. 420k+ in one month, is that correct.

In many years with CC this is the nearest I have felt to 'Chocks away'. We have had a lot of 'Their Off's but amongst many starters. This seems a select few. DYOR.

In my opinion Strong buy on what has been discussed in last week. However SP may not reflect this until end of tax year, it brings different problems individuals. Hope RNSs flow this week.

Thanks gizmo, you certainly find things.

Gizmo, just a follow up. Thought, UP is nowhere near Goa. Are we saying that CC/Digismart has got two strong orders running.

Gizmo, excellent.

Morning all. Is this exciting or not exciting . We are naturally concentrating on AMISP but Esyasoft on the other consortium I think are connected to CC. So could we be at least supplying either side with CC Comms.

Thanks LTI. To me very interesting, is this what the loan situation is all about, plus AMISPs. All theory but CC has proved it's reliability. It's SLAs . After years of losses Utilities must look back at INDORE and think we'll have some of that ASAP. DYOR.

LTI/COLOUR/ITT. Conundrum, Genus was shown at top of partners board yet have not heard of any contracts for some time. Genus supply's Intellismart with Smart Meters,CC has a pipeline, so is it that CCs Smart is in Genus but that CC cannot declare the same Smarts twice. Only a thought but could be an answer.

Trouble is Colour that Smart, as, with UK has been delayed in India many times. Mostly because of tec updates and Indian Reg changes. This is new tec so was going to give trouble. If I remember the first smarts were not smart. DYOR.

Hello Colour. See, on the wall behind, that Genus is still top of the list as our partners. Do you think we are about to get a decent sized order from them

Evening gizmo, I feel CC are on the doorstep of a big deal, may be days. A very short term loan of this size suggests to me they expect to have money coming in within a month to service debt. With the agreements we have with other meter manufacturers could we turn out a million units a month, say £15m revenue a month. Optimistic?, DYOR.

Hello Colour, are you suggesting they are getting bad debtors.

Hello ITT, nice to hear you.

Morning all. In my opinion a very good move by JC and AXIA. A bit longer period preferred but says to me they feel a very good chance almost immediately. I feel Axia must have high confidence in CC taking off once the deposit is registered. There is so much work out there and the Utilities seeing Smart turning their fortunes around almost overnight will not want to stand in line, I recon many contracts will want ASAP starts. We could get our 20% of 250m and a lot more. Hope JC can arrange some 12 month loans as the 27 month contracts should soon repay themselves. DYOR.

Thanks LTI. Found it now £33m is a sum but I wonder is that all inclusive, meter etc.

May be cables. Interesting.

Evening LTI. HPL has just got an order for R370 crore. I work that out at about £3.5m. Have I got that right.

Evening LTI. It's now a matter of how many contracts CC can pitch for and get. Hopefully we will achieve 25m, inclusive of existing outstanding works from the first half of the 250m. The case seems to be getting stronger that all Utilities will need RF/Cellular combined for costs and efficiency.