Member Info for tonyj

Morning all.
LTI I think that I have answered my own question but obs will be appreciated.
Worth a re-read.
slide at 6:07 . 20m units = $400m (say 25m units = $500m).
slide at 28:01 . 25m units = potential £360m
latter may have other charges added, HES, training etc.

https://cyanconnode.com/presentations-and-videos/

Morning LTI..
Quick question you may have an observation, on the other BB 'tightfist' refers to Hardman report P5, what do you think of £7.20 minimum, does it relate to installs or maintenance. JC has recently said he expects revenue of 1m units = $20m.
DYOR

To me a strong buy at this price.
I think PR needs to do a bit more than relying on Zeus and BB etc.
CC has so much going for it both India and surround and worldwide.
Things must be happening in these gaps. How are the deliveries doing, perhaps more detail on the breakdown of TOTEX i.e. which bit s are in the agreements and which are cash up front etc. There is a storey to be had regarding how much revenue is anticipated per month. This is probably the first time that solid predictions can be made, previously it was just a hazard at income.
The likes of Silicon are talking CC up more than CC is. These gaps are preventing CC SP breaking out.
I think CC has a hell of an opening into the world of Smart and JC has engineered it.
To me getting over 30% of the current issue without these latest declarations means we stand a chance of 50%. On JC's past figures that could mean $2bn revenue.
I do get carried away but that is what I am in it for, DYOR.

Thanks for that LTI.
To me with 38% we have a fair chance of 50% of the overall 250m meters. At JC's forecast of 1m units = $20m that is a revenue of several billion dollars. Especially as it seems CC/Silicon Labs combination is the only applicant meeting requirement.
Definitely DYOR

Well Colour, ARM was not always that size and you do not know if they have done deals with contractors to speed up any of their R&D. Because someone strikes lucky it does not mean that nobody else can, I am sure Silicon has big ideas.
jake, although JC has arranged take overs in the past I reckon he will hold CC having achieved such advances.
At least until we reach £5 > £10. For Smart India is a gold mine with a population 4 X size of US.
If our association with Silicon develops CC could do much more than meter reading and be involved heavily with Smart City work. DYOR

In case you are getting bored, LOL, i have just been reading an old item by Schneider on TOTEX. Appears Water adopted this combination of OPEX and CAPEX a while back. As it allows for the whole concept of the infrastructure it can plan for future problems like how to undertake maintenance.
I think the Silicon and CC partnership and TOTEX funding could well create an ARM worldwide..
DYOR

Well said.
As long as waggon master is not pointing in the wrong direction.

I can believe that ITT, I am waiting to see at what stage you think SP will be limit for your drip feed, 60p may be.
Thats when the Funds etc may step in and you have to look for another bottom of tree start up.
By that time I think even Colour will be happy.

ITT, you will soon have more shares than JC.

Thank you LTI. May get some early updates on that lot, note all TOTEX so as soon as Utilities start getting returns there should be no stopping them filling their customer base.

Hello Colour, I think your pie is the size fit for Desperate Dan. Is that too old for you.
As we all know everything takes time in India with their frequent changes of plan.
For all your showmanship you know CC is expecting big orders, not small niche orders.
Are you sticking with that outlook or done a U turn.
DYOR; you Colour would not waste your money and yet bought back in.
You will have to bury your phycological hatchet with JC.

So Colour, why do you think it has not moved much in 12 mons. Could it just be SLA delay followed by the length of time it takes for tender to go through.
Bearing in mind CC has gone from 0.8m units to approx 3.6m in orders over that time and you know these other tenders, for CC or not, are being processed then there is not much to moan about. Then again that is you.
DYOR

Colour, you are doing it again.
Do not look back, see all the tenders that are waiting to get underway, think of the possibilities for CC and I should image there will be plenty.
I was just looking on other BB at the complaining in India from the Cellular bunch, it would suggest that they think they have lost it.
Remember I said way back that CC could get all 250m units, which was laughed at, well would you settle for 200m, LOL.
A partnership between Silicon and CC could go a long way and around the world.
DYOR

By the way nice to see you back.

Trying your hand at stirring again Greengrass.
Tech is going up and down for various banking reasons but I do not see this creating a pressure on our small, whilst essential, part in Smart; unless one of our suppliers takes a hit. I would think most SVB customers are bigger software developers.
I reckon any shedding of CC will be quickly taken up by longtermers.
DYOR

Hi jake.
Everything takes time with Smart, those 500m were probably put in over a long period, Comms upgrades, CC may something that suites SEW, remember our retro, I see they are in India. CC is slow in announcements then we get a surprise.

Morning Colour.. Keep an eye on SEW, things take a long time and lots goes on behind the scenes. Way back you indicated that CC was only niche in Smart in India.

Morning.. There is a lot of technical going around but as a layman I am looking for current orders, future orders and money flow. We jumped from approx 0.8m units to 3.6m units (?) order book, approx 1.5m completed. CC has now coupled with 2 US companies, both with influence, appointed an Americas Director, appointed 4 new accountants (important), awaiting all these high volume tenders to be allotted shortly.
No doubt JC will explain the importance of FG25 and possibly its cost into our markup and may be what other gains the association could have getting contracts worldwide.
I have commented before but I wonder if Omni is for general requirements and FG25 for the more sophisticated needs depending on location, possibly more expensive.
It appears that Silicon is pleased with our association. DYOR

Interesting LTI.
Is not Zigbee used for short ranges (room to room).

ITT, I don't think will buy us, they are a Lab, not hands on.
On the other hand, as CC has got a good footing in the biggest open market country I reckon they will tie in very closely with us and introduce us to the parts of the world we have not gained entry to yet, we on the other hand we will fully embrace their FG25 in any meter that requires it. CC has already started but world here we come.
A good partnership. ( Another ARM who knows) DYOR