Member Info for tonyj

Read recently an article which goes with my line of thinking, saying do not apply the full market principles to AIM. It is basically a risk taking market where people are looking for breakthroughs and possibly big gains. Well I think longterm CC's have learnt the meaning of risk with SP rising and falling so many times. This time it would appear CC have cracked it, just a matter of by how much. Strickly my opinion.

SP whilst at the mercy of market does seem to be somewhat adrift.

Looking back a few years, when we had an order book of 0.8m units I think SP was 29p.

Calling that 1m units = 30p say, we have now got a book of 5m, allowing for the fact that share numbers increased by 25% and increased staff but got more HES, training etc, so possibly evening out I would think that SP could look like 30p X 5 = 150p.

Going one stage further, supposing we achieve in this round 30m units, should we be looking at 150p X 6 (30m/5) = 900p. If CC is all its made out to be it is a valuable asset which could make 3/4 qtrs of India Smart. I am possibly thinking too big numbers wise but that is what we are here for. I think I need a wall to hide behind.

Hello LTI and Vas. Most projects would have a building out cycle but in the case of Smart meters in India I wonder if they will push ahead at domestic level and hook up afterwards. After all there are lot of meters to install with time of the essence. PM has decided energy update will proceed, Smart meters are only replacing old meters on a one for one basis so why not have them ready. DYOR

Hi all.

Just got back from BMW, got a free MOT for having to wait. Totally amazed.

Hopefully PI's will not be put off if larger contracts actually come in multiple 0.5 and 1m slots. There was that resistance regarding large numbers, however frameworks are probably ok. Apart from other things I wonder if TOTEX featured, where contract is divided by 27 and started paying before fitting in some cases. Only my thoughts. To me CC could not be in a better position just a matter of time. DYOR

Hang in mcgoof, can't burst the bubble now.

Mcgoof, hope so, CC is coming into its own, want to look business like.

colour, itchy bot time again, sit on it a bit longer. LOL

Interesting gizmo and HPL involved.

Being discussed on other BB, with JC back in India there just may be some very early signing.

I would be happy with a brief Zoom AGM, after all it is only nodding through by big holders.

Be nice to hear an announcement before 24th but tight.

DYOR

Afternoon jake. now that would be difficult to estimate JC's average from early entries to bonus to lower priced times which I do not think he could touch hence the reschedule of bonuses. However it is more the Funds who are inclined to want higher being in from beginning. As India wants to be self-contained there is always the possibility that JC may not be offered the CC India element and it becomes a separate company. After all they were created as stand-alone.

I still think £5 would be a likely offer to keep continuity within a group of say Genus and partners. All guesswork, DYOR.

Morning Colour. This ageing BOD may have put in money recently, but they also put in cash way back and will probably want to cover that. Funds came in very early, sat on their hands for many years and if they sense a very good return are not going to let it go for peanuts.

Its time for you to use your loaf, for all that is going on this 17p is a false market and should be around 50p on the current 5m unit book. To me that is going to be rising fast so 100p must be on near horizon; CC now has a perceived good future and will be sought after as being a quality product with I believe a 100% success rate. DYOR

Morning jake. No,certainly not stupid. For many years Smart in India has been trying to get underway. Big companies have come in and not done so well as Colour would have us believe. For all we know there might well be under the radar activity, which I would welcome, but I feel it would be difficult to get a majority holding in that manner.

We now have a situation where with all its R&D and this FG25 that CC is in a prime position to gather a lot of the Indian market, possibly up to 200m units plus associated HES etc.

Taking all that into account once there is an expression of interest in a bid the knives will be out, these big companies must always be expanding and having put a lot of cash in.

There you have it from my viewpoint. DYOR

Well, on the other BB the members are certainly getting wound up

I cannot see any takeover bid of less than £5. If biding started they would all want in on it.

I think Genus and associates have got a lot riding on CC Smart, we are doing very well and the Indian market is massive. Now that CC can do Cellular, a private one at that, they can provide every means for Smart SLA, CC can be rented out to other Manufacturers which will please GoI. Who knows what future opportunities there are for Cities wireless upgrades and new layouts. Conventional Cellular does not appear to meet SLA standards. If future installs need 5G that would suite CC and if TOTEX takes the major chunk of new contracts finance then surely it's all systems from September.

Me thinking out loud so DYOR.

Just a thought LTI.

I presume in 2009 L&G were only installing digital meters not smart. Possibly their Smart Comms version does not meet GoI SLA.

There is always talk around a takeover. I reckon GOI will want an Indian company like Intellismart or Genus to be prominent in bidding but as CC could open the door to a stable system I think there would be several bidders. Considering the size of India installs and possible prospects for ROW I could envisage bids being north of £5.

Not said lightly, after a long dragged out process in India CC has gone from an order book of 2m units to 5m in months. As there are so many tenders current could the CC aim of 50m units or more soon be reached. With higher mark ups in India, I think JC said 1m units = £20m revenue then we have a £1bn company in the making.

All my own thoughts so DYOR.

Interesting Vas.

Seeing all the requirements I wonder if there is another competitor who can meet these and on the SLA list.

Thanks Vas.

Hi Vas

Certainly long, read the RF bit, could not see any reference to TOTEX, may be created after this time. This would have set aside the up front costs and made blanket installation feasible to Commission. Do not know anything about Canopy costs but I would have thought that if whole area was CCRF then urban surveying on ratio 250:1 would not cost a fortune, only remote country locations.

Thanks Colour, yesterday.

Morning Colour, we know that there has been a bit of buying and selling lately, which is what MM's want. We have received decent orders recently with many more to follow.

0.8m unit book last year was attracting 26p to 29p. Shares were diluted by about 25% but that income bought raw materials, so I would have thought that before current activity CC would have been worth the 38p zeus reckoned and now possible 50p+ after all 5m unit book is some serious numbers with apparently a lot more to come.

DYOR

Now with these secured orders perhaps MM's will be looking at value.

Thinking of the SP placed upon as on last report, I should imagine they must have us at 50p+ now.

Only my thoughts.