Member Info for tonyj

Reading Smart Energy International. There seems to be a lot going on to capture waste energy. I wonder if CC has any involvement.

Hello Colour, that's probably not a bad idea. At least I would not be rubbishing them whilst at the same time hoping the SP would rise. I am not a numbers man with AIM like ITT, I think it would be pointless, FTSE100 that;s different. Although I have always called for transparency and production volumes I see that with such large contracts possible and widespread the only figures at present are really totals.JC may be good enough to provide factorygate retums.

Morning LTI, as a small but very important cog, I should think we are getting paid for this as part of GoI PR.

Vas I think there is a lot more to come with gas, water, EV's etc. If with interest being shown more towards RF and CC being able to fit all shapes,sizes, Comms Platforms then as long as we can keep up the production pace modules licences etc to me its 2 hectic years. DYOR

Morning ITT, what I said was revenue 1m = £20m as opposed to net income/profit etc. with the extra expense coming off balance sheet. Different areas will have different revenues. India I assume is the one JC stated.

Thanks for your opinion Colour but you really must read what is wriiten, I did not say margins I said revenues. Other costs came into accounts, like advanced buying of Silicon, JC quoted that ratio 1m units = £20m revenue. So given that of the £1m gross 75% will arrive in 1 month lots (total 27 months) then very good outlook for next 2 years. Do you remember the massive rise shown on statistics for next 2 years. DYOR

Extremely interesting LTI. I noted that CC were taking part in other areas like training. Recently it was indicated that CC's revenue was about £12.50 per unit, however about 18months ago I remember JC saying the ratio was about 1m units: £20m, perhaps this higher revenue was due to these peripheral activities. Hopefully should soon know, we are getting close. DYOR

Out of bordom I was clearing old Smart Energy. On 30.8.22 came across an hydrogen note and CC's Bihar was mentioned as a news headline, dont often get a mention, 18 months ago !

Sorry to interupt, carry on everyone, oh your not. Hope JC hasn't fallen asleep, he wouldn't dare.

I think I will have a few more tomorrow before it takes off. See what the cash is like.

Are the dealers looking for more shares, sell price remains high, something on the horizon.

Just reading on other BB of question mark over CC capacity for massive orders. I think JC did well to buy up raw materials last year, plus Genus going inhouse meant they were supplying own materials, if CC does the same with other manufacturers, which I think was being suggested, then expansion unlikely to be a problem. DYOR

There is 'what if' on other BB re takeover possibilities. Sentiment now comes into play. I feel any starting point would be £1 and above. My reasoning is that in the industry if CC is ticking all the boxes, is secure, a reasonable price and easy to install then many manufacturers and solution companies will be interested, additionally CC and its officers appear to be respected for their trading standards. So looking at it logically should an interest be shown I would think there would be a bidding war with the likes of Adani, Genus, Intellismart up front. I say this because the whole 250m train is being set in motion, the focal point of Smart meter is Comms which is now the priority feature that all want to guarantee available to them and not be beholden to others or prices. DYOR

I thank you two. Trouble is with this share it looks good and talked up by CC then along comes a change by Government and all bets are off. However this is farthest that India with its 250m ambition has achieved and we are awaiting as to where the dart lands. I seem to remember that part of these contracts had to be underway shortly to get subsidies from GoI, so if we suddenly have 20m on the books we should be well above 50p but its a funny share and onlookers appear hesitant. Short answer dont know but could well bounce if contract declarations come along together. It is a time when I look for 7am RNS with fingers crossed, LOL.

I feel CC is just waiting to go, subject to confirmations. Its a long wait but breakout on may be one or two of these awards. Possibly Intellismart will increase its CC Framework to 10m. DYOR

Well empty if a company was on the decline I would agree, if they felt they could turn it around or it needed capital support. The larger investors, Funds, well off people and PI's are long term, not in/outs. If they have not moved over all this time it would take an enormous offer. If a gold mine has struck pay dirt it is not going for pennies, only my opinion. DYOR

Well empty I don't think there would a favourable response to an approach. CC has amassed a large book and awaiting the possibility of an enormous ordered book within days or couple of months. With may be a £1bn account on the horizon I think sentiment would place CC at £1,2,4+. Hopefully there is a fair chance of CC getting up to 40% of market as it seems more emphasis is being placed on RF,unless something goes terribly wrong. With past pricings of 1m units = 30p SP our existing orders should surely place us up 40-50p even allowing for the additional shares issue. Only my thoughts DYOR.

Thanks Vas, you may have beaten CC with that info. I would now like to know the flow rate of CC on bench of Genus. With all that is going on I should imagine that Genus is at its maximum; it be would impressive to know, for whatever contract, the amount of Smart Meters with CC inside that Genus is turning out monthly. We did it when we were supplying Nodes to go inside Genus meters, Genus is the centre of India meters and it would do us a lot of good PR wise, DYOR

Should not have bothered with that one Vas. Mic may have been poor but all I could hear was interviewer saying 'sure' to answers.

Morning Colour. A lot happened in last year or two, share numbers have incrcreased by 50%, more delays have been incurred, etc. Don't mouth off too much Colour, didn't you say words to the effect that CC was a non-entity, with a niche market, yet we have 6 to 8m todate, with surely loads more to come. RF was going to be nothing with Cellular ruling, you even sold up and then crawled back but could not stop critising JC/CC, well if we get 20% we will be in the money and probably get much more. I suppose it pays you to have a selective memory. DYOR

I agree LTI, big buys, is CC about to break out. With all that is going on, I feel not an arms length to 50p. DYOR

In my opinion, very strong.

We may wake up from a dream but not likely. With the different comapnies, countries and products opening up I feel CC is on the brink of exploding. One or two jumps and Funds will be casting a sharper eye over CC I recon. DYOR