Member Info for tonyj

I agree LTI. As a layman I look at these things differently. If we are doing a favour all well and good. On this occasion JC $ quote, may be numbers are not massive. Utility obviously having paid out for smart com do not want to pay again. As a collective of these meters, instead of each one needing a retro fit I would think these gateways are worth $100 a piece but be surprised if that happened. So hoping a good will gesture. Happy to be corrected on my view. There is a lot to play for in MENA and I think we are well in. DYOR.

Excellent, LTI. The question is the profit angle. Gateways do not come in millions and if they cover the meter retro need is this resolving somebody else's headache or is this a doorway to getting the Utility's next smart meter order.

ITT, is all OK with you. That has surprised me. I am the amateur on the block and say things as I see them at the time. This site needs you and others to keep the BOD in order.

Good luck to you. Hope there is not more to this decision.

ITT, you know investment talks take a long time. More important, thinking about my Genus in-house question, what would be the declaration situation if it was a 'White lable' agreement where for trade purposes Genus could claim it as their own. Would CC have to report it to us.

Morning all. It would be nice to get an update/presentation/Q&A. I would also like to know our exact involvement with Genus, they appear to have a massive order book and interest in them. I Think they are the biggest manufacturer we supply to, so are we inhouse or not.

Add on. By that I mean totalled from all factories and all India manufacturers making components for CC.

Interesting gizmo. Do we have any involvement with this in Genus and Kaynes. We were/are supplying Genus with modules/in-house. Genus supply Intellismart which are presumably involved in our Pipeline.

I know LTI goes on about secrecy, but I would like to see a chart/numbers (no money) of totalled numbers per month of all CC modules/in-house produced at factory level. A clerk and laptop could easily do that, create a lot of interest, yet give no information as such away. DYOR.

Don't get too depressing ITT. This, still recent, order of 6.5m is very impressive, starts this half year and could already be rolling out. Think 6.5m unit ÷ by 27 months comes to about a quarter of a million production per month, that's for one order, much more to come, also with many existing orders being processed. Orders will be flying around everywhere shortly. Then we have Thailand, Malaysia and ROW. Pipelines may well be enormous. DYOR

Thanks LTI,nearly there. Considering delays like JVNNL do you think we're are over the line with any contracts and into maintenance.

Asked short while ago, anybody got idea if any contracts are reaching maintenance situation.

Hold tight mcgoof,LOL.

Hello LTI, yes a good start. No,the 6.5m win I was working backwards that it is not likely to be Intellismar as they would have said it was into their pipeline to spread over various projects. Having said that they could be new projects but then again they would not have to say that just Intellismart gave the order. Hopefully as soon as possible JC will advise.

Things are looking up.

Is there something about to happen. DYOR

Morning All. It would be nice to know where our 6.5m order was placed. I do not think it could be Intellismart as that would just be a follow on to order already disclosed. So who else could it be. DYOR.

Sorry just re-read. Should be allocations

Morning all. Interesting surely we must be getting near to all these locations, possibly this week.

LTI/ITT, any ideas on how many installations have reached maintenance stage yet. I think 20/30% of the each contact then run for about 8 years.

Hello gizmo, I think 50p is an insight target with existing orders and anticipated orders. We need to get there before a 51% cheap deal is done with Intellismart I still believe create 2 for 1 free share issue with proviso that they will be sold directly to winner of 51% at 50p. Winner will gain all round as well PIs. Whichever companies supply Smart Comms it is definitely the centre of the works and in demand.

DYOR

Morning LTI. Hopefully our participation on ENLIT will get good responses and on this location spread us down through Thailand and Malaysia into the vast area below. I think this our first appearance on an ENLIT convention, may be wrong.

Colour, IF being the key word. They supply software like CC so it is who takes them up. I would like to know a bit more about their link to HPL.

Hello Colour. Hang on that's not very high. So 12m in next 3 years when all 250m are expected to be installed.

Whose meters are they in. That's more Important . Are some HPL.