The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
I read piece on Linkedin regarding SEP and FRAND, terms relating to Patent charges by Jani Vehkalahti, 12 Jan 2024. Interesting I did not know they existed, if anything I thought the telephone companies just charged for SIM calls. An expensive add on cost for Cellular.
DYOR
Hello LTI, thanks for that. Most contracts are done on a lead and sub contract. As I have said before the only exceptions I see is Genus and Intellismart. If we were taken onboard by Genus then we are contained within their contract, no use trying to renegotiate a price when they are already producing them. With Intellismart I take it the Framework takes priority as they said they would use the Framework as they saw fit to various projects. The rest are obviously ordinary contracts but again if CC features in the main makers and main installers contracts I would have thought lesser ones would said they were engaging CC.
All that said I think we are in for a dynamic quarter. DYOR, a lot to come.
Evening LTI, would have responded quicker but just got back from a funeral. I did not say you were confused but that I was; am I correct in thinking that CC has done well out of the awards that Airtel has achieved.
Hi ITT, you may be right. I was thinking that in the early days manufacturers did not like giving the impression their meters were reliant upon others especially for the key ingredient. This has probably changed some, I said previously that now that CC has got a name in the business MM's may like to use it, remember 'CC Inside', I got a bit of stick.
Acknowledging that I am an amateur, are we now confusing onlookers with this Airtel conversation. How does CC feature in this setup. Is it good or bad for us. LTI's conclusion is good, so I take it all is well. So are the dealers still trying to hoard shares on the cheap. DYOR
Jake, thanks for Trilliant info. Looks like all companies mentioned started with decent sized pot. You will see from LTI the difference between 'unified' and 'universal', I take it that Trilliant is Unified. CC UHES was I think designed to link RF and Cellular, something I think was new at the time but may be others can now do it. It will be interesting to know the competition in this regard and whether it makes a difference to Smart from utilities stand point. DYOR
Thanks LTI, I suppose what should be considering is Trilliant, has it got this capability. I cant help thinking that if all other factors were satisfactory then it would be an advantage to a lead contractor to have Smart controlled by one company. As cost is still a major concern I would imagine CC is very competitive.
Morning LTI, Vas and All. Things are certainly hotting up. As I said before, Genus and Intellismart to me are a different situation, they are both contracts, what they win CC wins so not that much of a concern as long as CC tells us in which States we are being used. Old chestnut, as we are only a component part the part of the meter (albeit main part) they probably do not want to highlight us. So to me Genus (nobody has said ptherwise) is making us 'Inhouse' on the bench and Intellismart doing bulk on Framework. I am thinking what orders they get we get and that is big. Adani I dont know about. CC have been aiming at 20% of market, if all goes well I see 40%+.
All surmise, but in the past 1m units equalled say SP 30p so 6 times that would be 180p, allowing for increase in share numbers and staffing I feel should be 60-80p right now.
DYOR
Is the bid 11p designed to panic. Are the dealers aware of something and soaking up spares ready for next week. Short risk holding for weekend and possibly very good returns..
DYOR
It's good that Montecarlo are pleased with product. Having many and varied construction sites CC could well be involved some of them. Unless we are still providing modules to Genus I take it that another Manufacturer on our list is supplying. DYOR