Member Info for tonyj

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

Point taken Vas.

Don't start getting pessimistic on us Vas. Introducing the thought of 10% unless you know something. I think CC is in for 25%+ of market. I seem to remember a couple of winters back JC doing an equasion of 1m units = £20m, probably included things like HES in pricing. I have not heard otherwise from JC. If we got say 25m in next 6 months that would on loose calulations. 25m at £20m = £500m /27 months = £19m p.m.. at £12 = £240m/27 = £9m p.m.

Both good earnings, installations could probably be handled, not the most technical of jobs and many many willing to be trained. Just a matter of numbers now. DYOR

At present 12p. holding, are all the sells being taken up behind the scenes.

We now seem to be getting to a point where CC is opening out into the gas and water areas, that along with working with construction cos could be massive. DYOR

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.

Trouble is ITT that CC rarely gets mentioned, other than perhaps MYSORE, it is a component part, subby.

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

Interesting Vas, are they saying the RF is giving trouble or the site cannot be located for repair. I would have thought the site meter had a post code. 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.

Good obversation Ruprecht, now the question is, outside of CC are there any others capable of UHES. If not CC have a lead. DYOR.

LTI, do we now have any connection with Elsewedy; I ask because iskraemeco are based in Egypt I believe.

Mola, CC is a sub contractor, HPL the lead. Our important bit fits in the meter and makes it Smart. There are a few others that can also do that so we wait but have had close ties in the past.

LTI, is that the same Chris the Governments appointed to S4C Broadcasting

Thanks for that LTI.