Member Info for tonyj

Thanks for that Colour, assignment, strange word, sounds like he was put there.

Morning Colour, that's more than enough staff, don't forget CC is not hands on primarily, just software and modules (by contractors). I don't think Intellismart has a large workforce.
Pedro I totally agree, I see CC as being Smart Standard for Inida and as you say possibly ROW.
If there is something that does the job complete, is well priced, quick to install and readily available then there is not much to stop it. As simple as that.
DYOR

gizmo, totally agree, to excite PI's I think CC (India) may have revealed their hand a bit early.
You don't make those staff improvements unless it is in the bag.
I would not be surprised if we see a sea change this week, probably needing a rerate.
With that sort of staffing, a large holding in raw materials, Framework, we are at the starting lights with Hole Position. Omni, FG25, IoT capable, and all Platforms etc. and now with Smart City builders signing us.
It has been a hard slog for JC and I bet even he is surprised at the outcome.
DYOR

Colour, Fri 22:22. what was that about then.
You expect others to prove it but accept you face value.

Its not like you to be rude Colour, LOL.
Also when asking for more details always remember you never give until pushed.
LTI, multi gives a good account on other BB but I think £14 per million is a bit low.
Looking at the job need of 60+ and that he said R&D/costs would be less in ratio I think the order book about to arrive must be massive, CC(India) would not risk that expense without having 10m units in sight. They just do not have that financial capacity.
Definitely only my view, DYOR.

Thanks for that Colour. Noted the Bihar Smart is that signed off or expected by Secure Airtel.
If I am reading it correctly they are coming new into NB IoT, does not give prices and are Secure American manufacturers. They say that they are looking to future contracts but many tenders are already in process. They appear to me to be more into commercial and this is a new venture.
Bottom line is CC would not be looking to double their workforce without good reason.
DYOR

Evening all..
To me increasing the workforce to double can only mean we have or about to sign a massive order, bigger than I thought of for volume orders.
Considering we also have senior level jobs some may be replacements for leavers as market is buoyant.
I think JC said that cost ratio would fall with larger orders so these could well be really big orders. Some time back I said it would be nice if we got all (LOL Colour) or near to the 250m. However with the Silicon FG25 it seems that currently we have the total answer for IoT and all the other requirements.
With AI being the new talking point, is it the enemy or must have, if the new Smart meter in a residence could link up all gadgets that would be a fast move to modernisation.
Although GoI want several bidders and allocations for competition I think they would be happy with CC inside all meters.
Only my thoughts, DYOR.

That is a lot of jobs, must have a massive contract about to be announced.
I would not be surprised to see 20m units plus coming out of current tenders.
DYOR as things are about to happen.

LOL, Colour, nothing works that quickly.

Just read your comment jake.
What a facetious attitude, so if CC dropped back to say 2p that would not worry you.
Of course you know that it is never going to. Smug to say the least.
My involvement in CC and AIM is only a side line but I still would not like to see it crash.
Most trades are small so likely to be PI's, therefore it is logical to be positive and there is a lot to be positive about. CC is in a very good position so talk it up.
DYOR

It would appear MM's are driving a hard bargain on sells.
If you want them they are staying at 18p, big gap.
Could not buy earlier with ii.

Well jake, I think that describes you. Why did you buy into CC, you were taking a risk, Smart Meters were an unknown risk, we all know information flow from India by all companies is slow, JC attempts to fill in gaps esp following yours and Colours comments. Every company that says anything Colour glorifies yet they are achieving no more than CC, Likely less.
You put your money in and are probably not going to withdraw (unlike Colour did once) so let the tenders run without constant digs, they are in place and awaited.
As JC said if UK had used RF it would probably cost no more than £5bn but all Governments meddle.

Morning Colour and jake.
I think you two are out of your depth regarding CC. Most of my PI time over the years has been FTSE100, balance sheets, graphs etc. To me AIM is an entirely different kettle of fish.
AIM is a one off risk, you look to double your money, or treble.
So it is a waste of time analysing the books, I have looked closely at JC, BOD, etc, Looked carefully at product, durability, price, its desirability to the market and its cash position at various times.
To me the new totex will guarantee a monthly income, its SLA appears to be leading the market, it stands an excellent chance of getting 20 to 30m units in coming months and holds reserve material stocks to move it forward.
Thats my kind of DYOR for AIM.

ITT, start to act kindly to CC your retirement provider, last time I think you said you had 1m+ shares, have you got to 2m yet.
I have said several times, and Multi on other BB just said, some here are trying to hold SP whilst they amount more ISA's at this price, or SIPP's.
Multi does not usually come out with these comments but I feel somebody is trying his patience.

LTI, it is strange how some amongst us complain when no information flows and then complain when ti does. This is India and there are gaps in tender updates. Then when SP tails off they moan, I have said I would like an update from JC possibly monthly or six weekly, with possibly video snips of works around India from his OVAL office, informal.
At this point when all is going well CC needs to show itself as market friendly.
When these tenders complete CC should be top of the AIM points board.
Colour who is this 40Km competitor and are they in India and whats their SLA, I have not read about them. May be jake could enlighten me.
DYOR

jake, we all have own interpretation. We were not into Cellular, I was constantly questioning why we could not bid for all Contracts as now capable of Cellular. May be this is it, may be CC is designing a system (not from scratch) that means we can pitch for all Contracts.
To me CC is still the Holly Grail for RF but now we may go into Cellular and IoT. All of this being highly secure.
Very good RNS, DYOR.

LTI, thanks for that, looks pretty advanced.
Colour may be a few facts like that would help with decision-making.
I take it that despite the pessimism, you are still onboard.
Hopefully the light at the end of the tunnel is growing, nearly there.
DYOR

By far too pessimistic Colour. At least its not Sept 23.
You have said over the years, years that is, that India does not stick to dates, now we get a current date, just wait and see.
I can't see you jumping ship again, not when things are starting to pan out.
Intellismart (GoI), CC and Silicon are about to reap massive rewards, hold your breath once more and then may be drown. Take your Desperate Dan pie with you, LOL.
Notice how MM's held those 300K buys back, that could well have brought SP to 20p when you consider how small sells were dropping it last few days.
Its a game and nothing to do with share value.
DYOR

Thanks LTI and Multi.. An important piece of information.
Hopefully Intellismart may be our Framework. All States are watching one another, obviously wanting the best system at the best price. INDORE stood CC out, especially after the GoI and Utility praised them. I hopefully Assam is going very well and I think we were parachuted into Bihar to possibly save the day.
Looks like Intellismart and CC are a perfect fit, together with FG25. You have improved short-range and very good long-range (9KM).
CC over a period of time has jumped through all the hoops and is still outstanding.
The amount of times we have said - hold on a little bit longer - only to meet another obstacle, however this time we can see the skittles (tenders) and waiting for them to fall.
DYOR

Trust you to come up with that jake, what counts now is 'how many wheels on CC's waggon.
Surprised that Adani is No.1., but we do not know the full story. Still useful to CC.
In the past I have been told that it is only the big boys that move SP but as none appear in the 0.5 to 1m units I assum it is not them.
So it must be the likes of Greengrass trying his luck.
It is a pity that CC could not arrange a of flow of information. Everything is in place for a massive expansion. I suppose JC and his able assistant H could start cookery lessons, all the rage, LOL. Sorry you but two but all eyes are upon you.
DYOR