Member Info for tonyj

Hello Colour, I think there are legs on this company yet. Many quick profit PIs will probably pull out. The fact that Bosch and Weich own around 40% I think will keep it afloat should it drop to say 10p (at the speed its going) I will probably go back in. All will be known when the China factory comes on line, 2024. Unless something else in competition comes along Ceres should turn out well, long term investment, possibly too long at my age.

Your the stats man ITT, simplify the difference between how the figures were running at 26-29p with order book of 0.8m units, and todays figures of 5m Framework + Genus + other contracts already in process. Is it that we should be seeing 40p+, is it manipulation has taken place. For others DYOR.

Hi ITT, we must not get paranoid. Production goes with installs demand. I still think we are OK with Genus and Intellismart otherwise CC would prbably have had tosay.

Hi LTI, see VAS 10:22 today. That was my question.

Ploughing through some old MOUs saw this worth a read. We should be much further forward with Intellismart. All this information will probably emerge in one fell swoop but this does not help a drip feed into rising SP. Just a read.

https://uk.advfn.com/stock-market/london/cyanconnode-CYAN/share-news/CyanConnode-Holdings-PLC-Key-MOU-with-Intellismart/85206926

Hello LTI, Yes I was also looking at long end but my eye was on the small percentage of installs that had to be completed by set times this year. That would give us who the allocation was going to. The other thing I was banging on about was Inhouse/Framework, it is no use having these setups unless they work for us.

As I unstood it Inhouse was for Genus to takeover Hardware at the bench level, pay for all materials and pay CC as meters were turned out. Pretty simple as long as Genus are still doing this, if not CC would be required to tell us as detrimental. With Framework Intellismart we had an agreement for 5m units, many of which they obtained from Genus (don't know h ow that is accounted for) which were distributed scattergun, to their various pilots. So we have these massive agreements with these massive companies yet we hear nothing, previously these signings would have put us well into the 50p backet. We should keep pushing for updates as these are our main sources of constant income. JC an update please. Are we being kept in the dark subject to a takeover/buyout. DYOR

Have we any idea when the dates run out on GoI grants, I think it was close to 31/12/23, or so long after contract date.

MSEDCL was mentioned

https://twitter.com/CyanConnode_Ind/status/1463177593226547201

Morning Gizmo and jake. It will be intersting to see if Trilliant started off rich or made the money through enterprise. With Enlit CC I believe are new to this forum. It will be interesting to see if they cooperate with Trilliant. Trilliant could use CC at Meter level, alliances are changing constantly. If I remember rightly when CC came on the scene under Intellismart Trilliant were only providing HES for that 1m units.

DYOR

Morning Colour, go a little bit in your direction but with UK we do not know what changes are planned regarding wireless, 3G out 4G in, are landlines staying for instance. With China B.I. I got the impression that was more foreign exports, not into China, may get an update on BI one day but did not cost us and we had the final Comms control of any installation. Coming back to Trilliant what exactly do they do, HES and solutions?, or do they make Comms like CC

DYOR

Anybody know anything about this. Is this where BT is heading.

I agree ITT, by this time CC should have at least made break-even. With no update I assume Genus inhouse went ahead, as a vital ingredient we would have been told if otherwise, so unless the Genus installations have slowed, I think not, then we should be getting a good monthly return with no costs involved. Again with Intellismart the Framework is drip feeding into Pilots and everything else, and Intellismart are giving Genus regular payments so we should be getting considerable sums from both. So no need for float in my opinion. That was the whole idea of these setups, guaranteed flow and incomes. We seem to get the setup trumpeting but not the ongoing result. No doubt JC will sort shortly.

I agree ITT, by this time CC should have at least made break-even. With no update I assume Genus inhouse went ahead, as a vital ingredient we would have been told if otherwise, so unless the Genus installations have slowed, I think not, then we should be getting a good monthly return with no costs involved. Again with Intellismart the Framework is drip feeding into Pilots and everything else and Intellismart are giving Genus regular payments so we be getting considerable sums from both. So no need for float in my opinion. That was the whole idea of these setups, guaranteed flow and incomes. We seem to get the setup trumpeting but not the ongoing result. No doubt JC

Thats not my **** out, a perfectly legitimate word, what's this world coming to, all scared of their shadows.

colour, this award process is taking miles too long, in the case of security india in straddled between ****stan and china so they probably do need to be more careful.

as i see it we should have more information regarding sales in india against their new costs. i roughly divide sales between inhouse/framework, existing customers and new customers. it should only be the new customers we are waiting upon, existing should surely be expanding their needs, inhouse/framework should be an ongoing arrangement and as genus and intellismart get their new 1st level contracts our participation as inline suppliers in these contracts should be published. intellismart is using our frameswork to drip feed these new contracts. probably likewise with genus. this lack of information at a critical time makes me very suspicious of the fall from 17p to 7p and then the bounce.

cc is the owner of its smart comms, i don't think trilliant own theirs, so from a meter makers point of view i should imagine it is valuable to have a proven supply.

only guessing, dyor

ITT, it was probably progressed with good intentions and was moved out of semi conductors into a sector that was very new, India was the target on a numbers basis but as everybody is saying it grinds exceedingly slowly. JC has got it well rooted considering RF was a side issue to India. CC could do very well in India but it must happen in say the next 6 months.

Hold on to your many shares, do not want them on the market.

DYOR

Morning ITT. All well and good saying Button It but that took us from 17p to 7p before halt.

I am very suspicious about lack of comment through all of this fall, to me it was engineered. There must be PR work to keep existing PI's a bit happy and catch the eye of any passing interests. After all we were told about module deliveries last year and the graph to go with it, then being told going Genus inhouse, where are the updates. We got some updates regarding Intellismart up to 5m pipeline. We should have been well into breakeven but we are not, we keep taking on these high powered executives in India and doubling the staff but where is the cash coming from, another selective float.

We got Connode because it went to the wall, over reached, probably a good aquisition for us. We had expenses of £375k p.m. a little while ago what are they now. We are in an era of wealthy competitors and must pay out, but so much, we seem to be taking on half of the higher archy of India and we could have built the other staff as it went along. May be I have just expected too much from CC, it product to me is excellent, possibly just India. There must be more information flow, not difficult if you bulk supply lines together, not itemise. PI's would like to know what is going on not just the priviledged few. I will give credit when due.

DYOR

Trouble is Colour, they all say they are the only ones capable of this and that. Just sales.

My question, a couple of days back is how many HES systems does a Utility need, is it just one at the Control end or another one to tranmit in each meter. Head end, one or may be more, at Control end likely. That would probably be expensive but not many of them. You have the knowledge,what do you think.

Yes I agree LTI, a massive market, possibly CC could not get in before until this link up that Genus achieved with the region.

Need to spell better. Ignorant regarding HES needs, looked at diagram schematic, does it only require one HES per Utility.