Member Info for tonyj

Hi jake.. Good place to put spare cash.
Hi gizmo. Weathers exceedingly good.
Hi Ruprecht. Sitting with anticipation.

Just giving it a thought, for Paul Gough to come in at this stage there must be big action about to happen or there must be massive profits coming in the next year to two.
I suspect both are going to happen.
DYOR

jake I am surprised that with all this info the market has not started buying in anticipation.
No matter what CC wins, and it looks good, the Indian energy market is stirring.

Morning Colour, I think JC wanted to show that CC are in the thick of it. It appears that India is now well underway with upgrading and wants the States to rally round the Government. Orders should now flow from the Utilities.
ITT, Esyasoft appears to be a good link up for CC.

Ruprecht, this may update you.
https://cyanconnode.com/wp-content/uploads/2022/09/CyanConnode-Investor-Pres-FY22-results.pdf

Hello Ruprecht, I have been here for a considerable time but new compared with Sage etc.
Over the last 6 years hopes have risen and been dashed several times, mainly by government updates but also by Comms, IPv6. It has cost CC large sums for R&D and resulted in Calls for cash. However all this seems behind us.
This is the furthest along the road to profit I have seen and the anti's have bought a few shares.
Very difficult for a small company to become a main player but this may well happen.
Right time, right gear and possibly right price. I think even the Utilities that are not focused on RF will see CC's efficiency and now Cellular capabilities.
Hope you stick around.
DYOR

Well ITT, I think JC has been floating around India recently so is he getting all of his skittles to stand up together. The amount of hiring going on there I would think is more normal for a much larger company. Colour and jake know more about site managers and contracts than me but I feel we will be doing a lot more than supply only.
Our last 1m unit order should have bounced us back to the 29p already, so it could be that we substantially pass that figure on any new announcement.
That £500k buy in was a good move by this Paul.
DYOR

ITT, now that is a top up.

Thanks for that LTI, puts pieces of the jigsaw together.
That could a good relationship with BCITS for different parts.
I believe BCITS were involved with JVVNL back in 2014, I thought they had been dropped.
Could work out well.
DYOR

Careful Pedro you will be accused of getting carried away.
You are right, there is much going on that we do not know about. JC has said that Omni can now accommodate all makes and platforms (probably a bit of tweaking needed). So CC could do total leads, joint leads or on supply only and fill gaps.
The Americas appointment earlier this year could prove fortuitous..
DYOR

Morning Colour, could only see Anil's comments when he was BCITS CEO, in favour of Wirepas but he would say that woudn't he. As that recent list of SLA approvals only showed the main party BCITS etc is there any recent docs showing the Wirpas/BCITS link remains. Do you know why Anil left them. Is there any link between CC and BCITS we know of.
DYOR

Hello LTI, no I was not dismissing BCITS I was querying if that partnership with Wirepas still exists or are they now partnered with CC. As with Intellismart I did not see the partnering, only the lead co.
We do not know the background to the agreement when Anil transferred back to CC.

Hello LTI, multi could be right but is it possible that Wirepass and BCITS is old news.
It takes years to get a reputation in India.
Is that Anils previous thoughts.

LTI, is BCITS the company that Anil was in and out of last year.
It would be nice to see CC become the main Comms in India but 100m units and above would be excellent.

Thanks for that LTI. Notice on that page 8, bullseye 4 the integration, needed if we are going to turn out million upon million meters.

Morning.
Adani Transmission has just won an AMI order in Mumbai. I wonder if CC is involved.
I think JC gets on well with Adani.
https://www.tndindia.com/adani-transmission-wins-ami-mandate-from-best-undertaking-in-mumbai/
DYOR

LTI, this is only a further thought on 4m share buy.
Any money in the pot is useful at this time, the buyer would not have been able to get that many at that price, the buyer must have strong confidence in CC's immediate prospects. I think the buyer did the asking.
India is underway, at last, with energy. CC has done its bit to show a reliable model, quick installation, probably price wise. It is a good position to be in to worry more about production capabilites than sales.
My thoughts, DYOR.

I think CC will do alright in Bihar. The 1m unit contract did not take a year to negotiate but just came in with immediate effect. Something had created that need. I feel CC wil get much more of Bihar, especially if we can install quickly. This 1m order could well spring to 3m, 5m etc via Genus who are confident of CC's quality.
DYOR

Well done Colour for finding. That is a good summary.
If CC do not make 50p > 100p by yearend (31/3) I would be very surprised.
DYOR

I think we are about to hear some good news. We know the tenders are in the near future, possibly very near.
If we reach £1 that 4m purchase will turn into £4m. Not bad.
I feel that JC thinks he is onto a winner this time. Considering how many meters are going to be needed over a couple of years then CC, as it agnostic, is going to be well in there. Any company with its own Comms is going to be limited to how many meters it can make a year. If CC can work with half a dozen or more premium manufacturers I recon it will sweep the Indian market.
DYOR