Member Info for tonyj

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

Will be happy at sell off, a few shares in the pot to turn around.

Could see a jump to 15p. 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

Very good start to 2024. I think CC is involved in 170m+ bids, as we are talking what ifs on SP does any one have a thought of value if we opened shortly with successes of group of bids for say 20m units. DYOR

You keep jumping me to the gun Vas. I would not have said it in so many words but from the meter aspect I would have thought that a standard (note the word) dual CC meter the new cellular would probably match up with any telecoms company. Now that is getting carried away. DYOR

I think we all have reasonable expectations of the next few months, I am surprised that neither UK or India PR have not thought up a space filler for this time. Not an RNS but how well we are doing on the ground newsletter, in my opinion necessary for continuity for new viewers or even old ones thinking of further buys. Mostly nobody has heard of us as we do not make meters, need to get well into the £'s to attract a decent future takeover bid. DYOR

Vas, reading you again, that is why I have been asking why BB was waiting to be sub contracted, CC is already on the pay roll of Genus and Intellismart. I worked that one out, it is only the lesser manufacturers for deals to be had.

Evening Vas. I know I say a lot but you have read my mind. Boring, here goes, the question to me is why CC no longer publish Genus monthly meter production (old would have been modules). Genus in their report said they have regular payments from Intellismart. I completely go along your line of industry standard; Genus/intellismart/CC. Again Comms is the only part of a meter that makes it smart. So you have 3 proven allies that will make the system, after all this time spin out quickly, much to PM Modi's relief. As I see it next 2 years will be massive earnings with maintenance contract following up. In the meantime we have ROW to conquer.

As Colour would say what about the £5 you envisaged, a bit carried away I was but hang on its happened before. I was around for early Arm. DYOR

Thanks for that Vas. Yes we are all sitting around awaiting the start of RNS's declaring hopefully large contracts. You and LTI seem to be working consistently together. For clarity and the interest of newcomers, as we know the Balance Sheet figures are conservative and based on the known, these new contracts are additional numbers and could dwarf existing sums which have already done well todate. The bulk of new earning's arriving monthly over 27 months period. So if all goes well then very good earnings over coming 2 years.

Definitely DYOR in case I have anything wrong, waiting in anticipation.

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Well Colour we are all closely watching India.

With the UK I am not certain anybody knows what is going on. I feel the face of telecoms is changing, will copper survive in any form, is 4G about to dominate, will 5G jump in before that gets settled. As I said RF I feel will be the order of the day, we cant stretch a landline to the Moon. I too would like a report from JC on UK, especially if he has sorted CC's future, if a no go it would be nice to know, you cant win them all, the saving grace is we got IPv6 and we would not be in this position today without it. DYOR

That's interesting Colour. So they spent all this money when they could have had CC already available. I have no doubt JC will make a comment, as that was part our entertaining Connode and priced in. did JC p*** them off.So that covered highrise what about distance problems. May be there is some great unknown (IoT) that JC has secured. DYOR

Hello LTI, sorry to mislead, no that was the figure already mentioned on BB I presume from earliest approvals about to come to fruition. I would be hoping for up to 75% of applications as no doubt CC have gone for those it expects to make a good showing in.

I think 2024 is where it is seen to be happening and if majority of earnings falls in these 27 month contract times then 2024/5 should see good cash flow and may be SP exceeding 100p in very near future. DYOR

Colour I have had several conversations with JC over the years ut as you say he is not going to divulge to me anything that you would not know DYOR

Just been reading Multi on other BB. Do I understand we are bidding for 178m units, if so very impressed, must have a lot of confidence. 60m envisaged was a lot. Some time back JC equated 1m units to £20m revenue,probably less now. 60m units would have achieved a revenue of £1.2bn, imagine 120m units. Dreaming, may be not, if it is what they want and a well proved system. RF worldwide must be the future for all Comms.

If we succeed in getting the 60m, with only maintenance period spread over 10years the majority over just 27monthsfor then there will be massive earnings over these next 2 years, being paid monthly (1/27th). Have I got this wrong, observations please. DYOR

Good jump this morning. Are we on the way to 15p, would not be surprised, this quarter may just see the action we are looking for. DYOR

Trouble is trader, I am one on the otherside, talking CC up, occasionally loose faith but see the need for energy control. As an amature I have traded since the 80's but CC caught my eye, it has ups and downs but RF will probably be used for all communications in the future.

Colour you cannot have it both ways, does this BB have influence or not.

I surely things are being lined up for massive contracts, too many appointments on a whim, even just to do favours. Now that we can handle Cellular at household level there may only be one requirement in meters for Smart Comms that being CC. Makes sense for all meter makers to have one production line churning out Smart Meters to meet all circumstances.

DYOR

With the New Year are we about to see the first of a string of RNS signings.

DYOR

Thanks for update LTI. With those numbers in the wind the next couple of months should see good completions. Genus and Intellismart should get a fair proportion of bids just by being who they are. Intellismart have said via their Pipeline with us that they are putting out meters as they see fit to various projects, many of which I presume they are getting from Genus, so logic says to me that Genus are still Inhousing us. Hope to hear from JC on this as it is a fair amount of our trade. I feel we will get some news imminently. DYOR