Member Info for tonyj

Hello LTI. So no deal has been agreed but it been slipped out. However will be announced if it happens. Not 'No deal' and that's it.

To me this little CC cog is the centre of

this new Smart era. I am looking forward to JC negotiating a very good deal.

Notice lot of dealing but not much rise, is somebody already buying in for Intellismart. DYOR

Don't know if I have my thinking head on straight in this case but at present, despite its AMISP, CC is competing with bigboys with the possible chance of winning 30 to 40%. On the other hand Intellismart has the ability take nearly the whole market, they could be looking at possibly £4bn, putting CC at we'll over £5. Again my thoughts only.

DYOR.

Is intellismart snatching stray sells up already.

To me very strong buy.

Notice they only want India company.

It is a gold mine, CCs small part of meter makes it Smart. Very high SLA, quick to install, returning profit to Utilities almost immediately. It is a must have company, to me worth £3 to £5, I wonder if JC is that clever.

Definitely DYOR.

Morning jake. Yes irritating, this sort of news and everything usually bounces. However it's the majority ownership without pricing and more shares that concerns me. You can probably see 20p for starters hence your buys.

Give JC his due, he has his fingers in all the right pies but it is this stage onwards where he (us) comes out a winner. To me SP must move up dramatically unless we have an outright official denial. Even then there will be suspicions. DYOR

As the idea has been floated there is a good chance of it happening now that it has been slipped into our minds.

Colour, I see as worth a minimum 100p and probably a lot more. India for all its messing about wants a smooth transition with the Utilities making money. As I see it CC safe hands with fast rollout. DYOR.

Hold back a little bit LTI, until we know the deal. I thought a consortium of say Genus, L+T etc would take a majority (51%) , cheaper than a takeover. Intellismart is logical as takes on any meter manufacturers, it also sees us as its AMISP arm. So next we look at share ownership, if they bought on open market (especially Indian market) they would probably soar, so what pricing would JC put on new issue, not pennies again I hope. Always puts in that caviat,no more share releases unless I need it for expansion, 50% last time. CC is now becoming worth something as a catalyst, who can be left to see the job from beginning to end. Don't muck it up John. DYOR.

Colour, a little bit confused. With the new system of banks footing the bill and CC etc 1/27th per month does that mean CC does not have this large layout.

350k unit sell. They stung him for that one .

Colour if we get 50m units out of current offers then to me 30% OK.

Morning LTI. Yes when I first read the 30% maturing to 90% I thought as we have got some contracts already into third and forth years, are these achieving the higher rate. Now with the new system of banks financing projects and paying 1/27th monthly we should get a steady regular income especially on any AMISP undertakings, as we have moved into this high finance distribution era (AMISP) perhaps JC could arrange a lecture of how CC will cope with this new found world of finance. DYOR.

Hi LTI, as you probably have guessed as a small holder I do not make copious notes. I seem to remember that Wirepas is moving towards FG28, don't know the difference there. In my distant memory I seem to recall that Wirepas did not use Gateways, however these notes suggest they do.

Regards mentions, previously CC were being praised, this time Wirepas were on every other line. As these could be our main competitors I think JC should make a statement. I give Colour his due he did raise this several years back.

DYOR

Yes but how much are we involved.

It is amazing LTI, all these current surprises AMISP etc and share fluctuations but none of this takes into account the massive sanctions that are still to be subbed out. CC is listed for many of these contracts yet we don't talk about them. JC may not be able to forward think but we can talk it up.

I think nows the time to 'get some in'. As dragged out as it has been I feel the sign offs of these big sanctions must be imminent, hopefully as expected we will get a fair chunk. Then of course the second half of the 250m starts being bid for. Dyor

Morning LTI, I agree money needs to be there for backup. My observation is that the last, very cheap, sale to selected persons, increase may have been deemed necessary at the time (?) but as we are told there is much cash arriving my suggestion is to buy into treasury so cash may be used at later date.

That's is my opinion, best leave it at that.

Morning LTI. Normally I would go along with your a thinking on this but now is probably the only time that CC can get them them at under 10p. Don't forget we started at 150m shares, then increased to 220m then without warning went to 320m. So roughly 50% increase followed by another 50%. We now appear to have guaranteed income. So to me now is the time to grab a few back, with all the confidence that is circulating. DYOR.

With the results possibly this week must go for a strong CC buy.

Colour, unless your Itron report is not word for word complete what makes you think Severn had all 1m, also looks like only the modules were Itron not meters. So small number and were they all for UK. DYOR.

Sorry meant £2m. buy back.

Having again read update and feeling confident I would ideally like to see CC buy back £10m of shares into treasury whilst SP is below 10p.

DYOR

Probably get our ye next week. lTI those 4 rollout, does that attract more revenue. Short time back I think we were expecting a £9m payment. We could have reached our turning point. I think JC will have quite a bit to say about our new setup. DYOR