Member Info for tonyj

Thanks for that Colour, I beg to differ but ITT was outspoken. He was good on statistics and said what he thought around them. That's outspoken, whereas others tend to highlight and glorify the opposition to the detriment of CC. He is not on the other BB but you say he is around, that is good.

Thanks, LTI. Any ideas what happened to ITT. A bit outspoken but he produced statistics.

A bit extreme but could there be some cash floating around following drop in US market, looking for placement with companies not attached to US Market. Could CC SP benefit. Probably not. DYOR

Yes Colour, who holds the rivet and who whacks it. Hope JC will expand on Genus visit to their stand.

Interesting a small buy was on the upper limit.

Thanks gizmo. If Anvil are cable and Wirepas are comms, who is doing meters. I think several contracts were issued in Assam. Strange a Cable co commenting on comms.

Thanks gizmo, these contracts must be near to sign offs as out for some time. I would like to know a bit more about Wirepas as with gateways they seem similar to CC but can they do the range and we have had a lot of experience in India. I would still like to know how CC is getting on with Genus as they visited our stand.

Morning Colour, have you heard anything from ITT. he was lessening off on this BB but does not appear on other BB. He was our spreadsheet man.

Hi Ruprecht, there are many ways to look at figures, I used a few in past on ftse100, some worked, many were way off. With CC I am going more for sentiment, desire, availability and efficiency. Allowing for costs covered, order books of 50m and 100m units half of are AMISP and giving a revenue return of £12.50 unit and £20 (unit+amisp) what would you say the SPs could be on each occasion. Now that is 'A' LEVEL. Only a request.

Hi all, hopefully some Funds will now take an interest. With so many contracts up for allotment, CC a good stabiliser and probably eagerness by Utilities to get underway, now could be a good time at this low SP. I should think they would be looking for an exit price of 100p possibly short term. Hopefully CC will just keep rising from this low price so no downside for them. Just my thoughts, DYOR.

LTI, good to read this news plus Assam. Obviously these orders are not as big as pipelines but virtually 1m a go. Each time that is 1/250th of the Indian pot. As PIs were eager for an update after Show I think it was necessary for JC to produce ASAP a success. I think there is lots more to come.

I recon CC is well positioned but may be we could have another update on position of CC in RF orders table and nearest rivals. Currently I recon Utilities are looking at reliability, cost, speed of installs. Colour as you have delved deeply into Wirepas perhaps you could give us an update on their position as the opposition. How many contracts do they have running, who are they partnered with, size of their order book, are they AMISP capable. All good info if available. DYOR.

Are we about to be snapped up again in 100k's.

I don't know what report I would liked to see today from CC but after the excitement of last week may be a summary of progress. Perhaps in the coming days. I would like to know how we stand with Wirepas, who may not be that greater threat as seem to operate similar to CC with Gateways. The Genus techs visited our stand so are they looking to place further orders. DYOR

Morning LTI. Overall CC looking good. After yesterday's discussions on HPL / Wirepas I have been looking at HPL SP and surprised their SP has been falling since last August and now during Electrama, Colour may have the answer.

Thanks for that LTI. I am satisfied with the current CC inroads in India, never satisfied with updates but I like a moan. CC now has boots on the ground and doing a good job. I don't know Wirepas situation,at one time I think they only had a dozen or so but may be Colour can update us on that. My interpretation is that CC get stuck in and know all the angles of the industry.

Hello Colour, simple process, looked at peak Aug 24 and look at current trough, only 6 months later. Just like you when it suits. Did HPL fall 18p today and will it continue. What do you think. Read the graphs.

I still think CC has proved its worth and is in with the big Intellismart.

Colour I may have got this wrong but has HPL share price nearly halved since last August. Going from the 700's to middle 300's. What do you think have a look.

Hello LTI, yes I saw couple of years back HPL tie up with Wirepas, was that when HPL smart meters did not meet latest requirements and meter was restructured. I wondered why that was not mentioned by CC as HPL was our partner. Having said that I seem to remember Wirepas was making a thing of their not needing Gateways, now they seem to need them. Colour besides HPL do we know who else Wirepas is partner with in India, may be nobody.

Morning Colour, now come on this is entirely different, previously is was just a roadshow trying to drum up business in a country that was constantly changing its requirements and if you remember where it's first 5m smart were just electronic. However you said that did not matter because villages would be happy with just a light bulb, like hell they were, IoT all round please. With over 100m meters sanctioned they are ready to go. DYOR.