Member Info for tonyj

I see on other BB CC is listed above, it might be better under Software as is more involved.

Reading around this afternoon may be the last chance at this price.
You just never know, possibly a lot of flipping a coin.
DYOR

LTI, that did not say a thing to me. It worked backwards and forwards but I felt it was totally irrelevant to this Quarters possibilities. These tenders are not just maybe's as in the past but many virtually in the bag.
Should we achieve £1 SP then anybody who owns 1m shares will be a millionaire, a Dell Boy in the making.
Can't sniff at that, LOL.
DYOR

Well ITT, if you don't mind me saying I think that analysis is a load of twaddle.
We do not know what is going to happen in next 10 years but we do have a fair idea that CC is going to do very well in coming months. Should we get 20%+ of Indian market there is no way that CC is not going to be a £bn market.
This time last year SP was c29p with just an average of 1m units on books, currently we have 3.6m units that should be taking us between 50>100p SP possibly more with sentiment.
There is no holding the tide back now.
DYOR

Thanks LTI, I did not frame that question right.
CC would be unable to supervise building Motorways etc. LOL.
So maybe I should have said lead sub for Smart meters. You have answered that question. The thing I was considering was where do the meters come from, multiple suppliers, who organises them etc etc. I should image masses of work for CC if they go down well with Montecarlo.
DYOR

Question for the more knowing amongst us.
We have been engaged by Montecarlo who whilst new to Smart Meters is big in most other realms.
Are Montecarlo trusting us as the lead contractor, we normally go via Genus etc.
With the size of Montecarlo we have a massive opportunity.
I think a lot of the other tenders are about to be signed off, no waiting to the end of 2023.
DYOR

just a follow up, I think I have the answer to the question.
CC webinar, investment case, win 20m to 30m smart meters over 5 years = revenue of $400m to $600m to CyanConnode.
DYOR

I think you are right Colour, CC has probably set an acceptable standard for pricing.
Lead contractor has to have a good idea when presenting bid.
As it is probably within a set rice range for units, hes, training etc then possibly pricing already dealt with within a quick calculation for units etc.
DYOR

Hello LTI
I think your figures are roughly correct from past.
CC has now got a good name in India, produces the goods, high SLA and appears on time with contracts.
Most of these contracts run out to about 10 years so with volume should be a long term valuable invest.
SIPS etc could be a good investment. Still think if not the industry Smart Comms standard for India CC will get a very large part of work possibly above 200m units. ( ? $4bn, now that is getting carried away.)
DYOR

Well done John, Heather and India Team.
Probably got Monrecarlo contract completed quickly as new on the block and want to crack on.
I think it means remainderr of these contracts will not be far behind.
I am looking for large SP bounces.
DYOR

All topped up gizmo, was not going to miss this one.
Start to wonder at number 4, now they are back to calling it flu for NHS numbers.

Don't be stupid Colour, you are in the holders pack now.
Most people are still on holiday so this is the end of 2022.
The current Jan to March should see some action and then the race for shares may be on.

Hi All
One last thought to round the year off. Q4/CC will probably see some of these big contracts signed and even if off to a slow start I think CC should get 5m units. This may create a buying spree especially from Funds who see an upside. As I would think that 60% of the 250m CC shares are held by long term holders, and some of us small holders (ITT) have over 1m shares I think the dealers would raise sell price rise dramatically to gather some stock.
Only a thought but I have seen it before and Funds etc may chance buying at the higher price on sentiment.
DYOR

Hi All
As shareholders we have come to CC from all different angles, cursed each other from time to time but kept the faith.
It seems I have had CC forever. Very seldom does AIM break out. I think there can only be an upside for CC in India, Cov not prevailing. Without biting my tongue again, I think CC solution with its speed and price will go a lot further with Smart Comms than just RF, doing all Platforms and secure it will probably be the Smart Comms of choice.
Not bad for a small company. Happy 2023. DYOR.

Well done ITT, love it, remember watching it with my kids, they are 50ish now.
Thanks

I think that we are all expecting 2023 to be an excellent year for CC.
My resolution is I will try not respond to every negative comment that comes on this BB.
I am an amateur and only read up on charts etc in my early days to keep me awake at night as 'Officer of the Watch' in fire brigade control.
I will be 80 this coming August and should be finding better things to do so I think LTI, ITT,Colour, jake and Pedro can protect CC.
LTI, pro CC and full of information.
ITT, gives negatives about CC income, but is he trying to hold SP down whilst drip feeding his ISA etc. Surely with 7 figure (1m) plus CC shares declared he does not need any more, LOL.
Colour, for all of his 'CC only a niche product' is still buying. That says everything, He has seen the light and knows CC is now going big time.
jake, knocks but says he has a good nest egg. Pedro gives good info and positive.
DYOR but take 2023 seriously, it could just be a Dell Boy year.

Hello Colour, I am afraid so, yes again.
I wonder if you know how trading works, are you querying the -/+ trades or my 25% paragraph.
Either way you have been buying, so you must see the upside of CC.
DYOR

I think somebody has just come in under the £20k.
I would say good luck to them but equally this coming year I do not think they need it.
To me now is the time to buy with all of the prospects that have been listed.
If we maintain 25% that could be an income of £1.2bn at 20:1 so we could achieve £4 SP over time or may be sooner.
DYOR

Hello ITT, I probably did not understand the BB but reading your explanation I still feel it to be a side-swipe. However, logically you would not still be buying so again merry Christmas.

Crikey don't start on again ITL. Put your 'mags' ?? away for Christmas and give us some peace. I've known accountants more cheerful than you.
Probably we will not now see anything this side of New Year, but to me it is like an avalanche waiting to deliver.
With the new payments coming along I think we will get great stability financially. So if we got say a £24m (1.5m unit) order then we could get 24 X 1m p.m. payments even if installation falls behind for some reason. Probably not as simple as that but what if 10m units, think.
Think big, is that possible.
DYOR