Member Info for tonyj

Well LTI, I think it explained itself. What I was hoping for today, poss tomorrow, was a jaw dropping RNS to round year off. A bit longer.

Multi on the other board is a wise man and +lti + Vas, we have a good combination.

Putting all these opinions together and reading up a bit on Esyasoft I feel that if CC has got all of its pegs in the right holes then we are about to breakout. Too much maneuvering for a small outcome. DYOR

Anil I thought that was a proper job, they haven't chucked you out have they.

Interesting Colour, who are they replacing.

If additional has The Group got control over CC India.

Hello ITT/LTI, a bit of buy/sell today, the thing is who is buying, bigboys or PI's, possibly a bit of each. Only just logged on, were we going to get a speech from CC India today, did someone mention 20 Dec.

ITT, as CC has struggled financially over the years due to starting small and having large R&D outlay now is the time for it to breakout providing JC does the right thing and stops handing out shares especially after saying they were not needed. Forecasts from any source were always going to be conservative, JC said the possible big stuff was not accounted for until it happens.

LTI, we have been over partnerships and hopefully we may also pick up Adani. However the big but, which you also avoid is that the partnerships with Genus and Intellismart are contractual and they are probablly the biggest suppliers in India today. So far we have a reasonable eye on Intellismart and the Framework but nothing on Genus updates. It is not unreasonable to enquire what is the current position as we were told we were going Inhouse with Genus, I take it you have no idea either on situation. Even you have to note that Genus is possibly the biggest meter manufacturer in India. To me all the others you listed are either to be contracts or small developing contracts. So I would like to nkow the Genus situation, they may have gone into a formal license with CC but as the account is substantial we should know. DYOR but as a layman I feel this is about to take off.

May be a bit optimistic as time running out today but could we see SP recovering and into +.

DYOR

Now jake that is a load of twaddle. We have been through this before, India takes a long time, I have my top up, get in quick. LOL

Hi jake. apart from rattling the cage and it being Christmas expenses time, I cannot see any change in situation other than not too informative update. do not see SP sitting at this level for long and some making a few bob. DYOR

Well Colour I still have confidence in CC. Wasn't India supposed to be saying something today. Whether this is the BOD trying to shake the tree I am not certain. Anyway as last time I could not waste another buy time although it does not improve my average. Product is good, margins may have slipped a little. I feel sure we are going to get a fair chunk of the new orders. Just hope CC India does not go for a buyout as a seperate company, completely set up self-sufficient, they would not need ROW with their order book.

Dont get carried away again ITT. Dumping, emotive, Funds have different reasons for balancing the books. He said in interview he supported CC, he is talking to his own investors as well, not just conning us.

Again, LTI, what do we know of Genus, any thoughts. To me Genus/Intellismart are going to be our main supply routes, JC said Genus was taking CC Inhouse, like licensing, he previously gave us a graph of modes to Genus, said we had a credit guarantee, all serious stuff. Then when we went Inhouse had no costs just profit. So now no graph, no comment, what are your thoughts.

These two are going to probably cover 50% of our India work. DYOR

Morning LTI, I must say I did not feel there was much to see in this, almost as if JC reluctantly made a statement. See what tomorrow brings. As we had made this special arrangement with Genus (licence?) I am surprised no comment, good or bad. DYOR

Today whilst little has been printed on BB a lot of thinking has been going on.

Finger when you dropped out I take it you were on a loss, however I think possibly now is the time to step back in. The risk is still there but the product is good. The current financial dealings and aligning is yet to be known but my feeling is it will go in CC's favour. If we are still in the Genus and Intellismart good books we should be set for big profits, they must be a major part CC's India turnover. It would also be intersting to know CC's position regarding UK, with BT and all the others moving to 4G. DYOR, only thoughts.

Jake, first of all I do not know much about AIM rules, only what I have read from time to time on here. As I understand the company has to disclose any substantial differences to finances, like contracts won or lost. I consider the Genus/Intellismart contracts/agreements as apart from Sub Contracts, in that financial figures for these happenings must have been already reached, otherwise no point in them. So Genus is making CC hardware onboard, expensive unless the production line they have set up is only producing Genus/CC meters. Intellismart have the Frameswork Agreement, using CC in a scatter gun distribution to its various projects. To me these two agreements are prearranged and not subject to pricing but part of the final value/cost of the meter, otherwise no point in having them.

I will agree on BI, Cov interupted but logically if BI were interested they would have extended the contracted, considering at the time they were rebuilding their factory to accommodate CC Comms, our protection being our Software had a built in Turnkey. It would be nice to have an update.

Well I think you are wrong ITT. Absence of information does not mean nothing is happening. You are alwys spouting rules, well one is to inform shareholders of changes to financial circumstances. So we were informed of going 'inhouse' and the savings to be made, so if we have not gone 'inhouse' and especially not got modules orders then we have to be informed. These are changes to financial circumstances, so until we have it confirmed we are still 'inhouse' with Genus, they may have required to treat us as 'white label' that would have been a bad move by CC. Wait and see or just sell your vast holding. DYOR

Thanks for that Vas. I think JC will now want to make a statement relating to CC's position regarding 'Inhouse' position with Genus. It could be that CC has got the lot, being able to undertake Cellular and RF. if we have not gained an advantage by being 'Inhouse' with Genus then I think JC will probably disclose position, having told us of the advantages of having our hardware being built alongside the Genus meter construction, i.e. no material outlay, more or less just licensing type arrangement. As I have said many times, if we are part of Genus then what they sell we sell. CC did not openly disclose when we had other things put inside our Comms 'FG' until mentioned. I would have thought Genus wanted to highlight CC now that it has proved itself. We will see. If these happenings were on the books was it kept quiet to depress our SP, to go from 17p to 7p with our order book not logical. Were the Funds a distraction from the BOD gaining more freebies, if so should see a good rise. DYOR

Hello mcgoof, everything takes a long time, keep an open mind. ITT mentions Trilliant doing HES for Intellismart, they were already doing this before CC came onboard to sort a problem. Are they only doing Cellular HES, will CC do RF if needed. I dont think Trilliant do meters so will CC be doing Meters (Framework). There are lots of unknowns so are ITT and co looking for what may never happen. CC would not have got a Framework from for 5m units if they were not intending to fully use them. Nobody can predict the next few months and CC would have told us if there were any financial worries with Genus/Intellismart so just wait it out. DYOR

Yes LTI, I had notfication earlier and wondered, I feel logic is they are getting much more than anticipated in orders, they were not going to take on more loans than they could handle and are probably now more certain of contracts. They are paying Genus regulary so are probably planning massive expansion not wanting to turn any down. CC being at both ends of the Genus/Intellismart throughput must surely be in for some gigantic total orders, Intellismart having the 5m CC Framework, which could easily jump to 20m as orders become solid.

Only my opinion, however CC could at last be an AIM winner. DYOR

Well Colour, a couple of ifs, had we taken over maintenance, if so was it just a matter of standing some holes up, CC boxes are fairly tough I understand so may be not a great cost, Utility may have stumped up.

I will always agree that we need more positive press about new contracts and how fast we are building out contracts. Having said that there is nothing better than showing you are part of the community and to restore that much in 48 hours is impressive. Local teams need praising especially with this new system.

That's interesting Vas, with those requirements he/she should be earning more than the CEO's. Looks like they will have to manage everything and all sites. We know that meters will come from several suppliers and that CC have a Framework with Intellismart to supply various sites so, as I have said before, may be we will not feature as Subs but just have our Framework upped, say to 10m>15m etc but that is all we need to know.