Member Info for Vascular

Thank You LT for posting this RNS. Shame it was never published on LSE.

If you go to the link you provided. Then scroll down the page of notes that describe the technical issues , and CC technology presumably. Click on Presentation. Click full page view . There are ten pages. On Page 8 under "Future Potential is states ( of presented technology)

"Will be more beneficial when applying the above digital transformation process in the proposed AMI deployment for ALL 3 crore consumers across Tangedco in Tamil Nadu"

So this article proposes the application of stated technology for all 30 million AMI smart meters across TN. !

Excellent Thanks again GL Vas

https://ratings.skoch.in/2024/07/28/tangedco-tamilnadu-generation-and-distribution-corporation-limited/

cyanconnode is a well-positioned supplier for the rollout of smart meters in india. india’s revamped distribution sector scheme (rdss) targets sanctioning 250m meters by march 2025. as at 10 july 2024, 195m meters have been sanctioned and contracts for 94m meters have been awarded. as more of these contracted meters are deployed, cyanconnode’s sales should multiply. we forecast revenue rises 84% from £18.7m in fye march 2024 to £34.5m in fye march 2025 with adjusted ebitda turning from a £2.8m loss to £2.9m profit, respectively. given cyanconnode’s high win-ratio in india of approximately 25% in terms of volumes, the company anticipates making further contract announcements in due course.

https://*********************/research/zeus-capital/zeus-uk-smallcap-technology-sector-update-6-august-2024/e4a1ef99-2a6e-412f-926a-017e0fbf1885

NIIF an ESSl founded and fund IntelliSmart , a few months ago in April 24 NIIF added a second "digital infrastructure " Investment to its Master Fund. The second digital investment was for around

USD200 million in iBUS through NIIF’s Master Fund to support the growth of "India’s digital infrastructure".

NIIF are buying in selected company's that can provide solutions for the expected Indian digital revolution.

Quote NIIF

"A robust backend

infrastructure is required to support this digital transformation and about USD35-USD40

billion in capital expenditure is expected in the sector in the next five years, creating a need

for substantial investments in the space. With this investment, iBUS is poised to strengthen its

market position and drive innovation in the digital infrastructure space, reaffirming its

commitment to empowering communities through connectivity."

https://www.niifindia.in/uploads/media_releases/Press%20Release%20-%20NIIF%20invests%20USD200%20mn%20in%20iBUS%20to%20Propel%20Digital%20Infrastructure%20Expansion%20in%20India.pdf

Https://www.livemint.com/market/stock-market-news/adani-energy-solutions-raises-1-billion-via-qip-details-here-11722872875221.html

Macquarie plans India smart metering platform, starts talks with local firms !

https://medial.app/news/macquarie-plans-india-smart-metering-platform-starts-talks-with-local-firms-14ae625314af2

You can read the full press release here and hopefully it will allow the link to be shared !

https://www.pressreader.com/india/mint-ahmedabad/20240801/281724094820290

National Investment and Infrastructure Fund (NIIF) to buy MAJORITY STAKE in Cyanconnode !

https://www.livemint.com/companies/niifbacked-intellismart-plans-to-buy-majority-stake-in-cyanconnodes-india-ops-11722426834352.html

Thanks Gizmo.

Cyan also get a mention !

https://cxotoday.com/interviews/transforming-indias-energy-landscape-silicon-labs-role-in-advancing-smart-metering-and-iot-security/

Hi LT,

Can I ask you, under OPERATIONAL HIGHLIGTS what is your interpretation of the sentence

" Project Management: JVVNL TN72 & TANGEDCO projects now under Facility Management Services ( FMS ), ensuring streamlined operations and maintenance."

This sentence stood out for me also, but I have no real idea what its referring too! Although does contain the magic word Tangedco ! GL Vas

Incanthera poised for massively scaled up skincare launch in Europe

Interesting mention of Hong Kong!

https://www.thearmchairtrader.com/uk-shares/incanthera-aquis-skincare-launch/

Thanks for sharing this interview. The elephant in the room, even though he mentioned that they are having discussions regarding the Asia rollout is when the initial order is eventually placed this will be on top of the 350k already received for Europe and depending on the timing will massively increase the present 350K orders along with the end of year revenue targets possabily......im sure ASIA is coming soon , or else why keep referring to the fact that they are in talks with the greater Watson Group about this! all very good news

Https://www.linkedin.com/feed/update/urn:li:activity:7219287044382978048/

Sorry, complete link

https://www.apraava.com/projects/ami

Hi Mcgoof, that's a very interesting question. All i can find is APRAAVA !

who state this on their web site ( not sure of date!)

" We are delighted to announce that Apraava’s smart meter project in Assam is India’s first to ‘Go-Live’ under Revamped Distribution Sector Scheme (RDSS)*. Customer : Assam Power Distribution Company Limited (APDCL). Our meaningful partnership with the Central and State Governments aims to usher a consumer-centric smart meter transition in India."

Cyan RNS also listed Assam as APDCL. Stating Project: SAT 20 for Assam Power Distribution Company Limited (APDCL) in Assam has been successfully completed, marking another significant milestone for CyanConnode in the region"

However, Cyan do not state the Assam project has gone live! But do go on to state that two of their projects have gone live , MP Jabalpur Project: and SBPDCL IntelliSmart and Genus Projects., when ( Cyan) stating in the main text that " and has achieved "Go Live" status just one,"

ttps://www.apraava.com/projects/ami

But Cyan did not mention

Thanks Gizmo.

The AMISP also need to complete the job within 12- 18 months of go live.

https://www.pfie.com/story/4513642/meters-get-smart-in-india-xnbk3rg6f2#:~:text=Smart%20metering%20under%20RDSS&text=This%20model%20empowers%20discoms%20to,revenue%20potential%20of%20about%20Rs4.

I seem to recall that Cyan were working on Feeders in Indore some time ago.

https://timesofindia.indiatimes.com/city/indore/madhya-pradesh-paschim-kshetra-vidyut-vitaran-company-limited-installs-smart-meters-on-11kv-feeders/articleshow/111767458.cms

Yes, you are probably right. Marionnaud presently do not have a shop in the UK but they have UK exclusivity!

This where i struggle a bit.

A.S Watson is the world's largest international health and beauty retailer by number of stores, with over 16,500 stores in 28 markets, primarily in Asia and Europe.

A.S Watson own Marionnaud who have 1200 shops in Europe but not UK,

A.S Watson and Marionnaud have been given the European rights to sell Skin and Cell exclusively.

A.S Watson not only own Marionnaud, but own Superdrug who are UK's second-largest beauty and health retailer and have over 800 shops in UK and Ireland..

A.S Watson also own The Perfume Shop in the UK with 215 stores across the UK & Ireland,

So A.S Watson do have a significant presence in the beauty industry on UK high street as well as online - I'm just unsure if the 1000 outlets in UK are taken into consideration in the approx. 16500 shops often mentioned in Asia and Europe as we know Marionnaud, have approx. 1200 in Europe, so i guess another 1000 in Europe will be Superdrug and The perfume shop.

Still a shame though , Boots would have been ideal ! :)

UKs , Boots Chemist has an interesting involvement in ski care .

Store footprint

We have 2,100 stores

Now almost 70 stores with a reinvented healthcare area and over 170 reinvented beauty halls

85% of the UK population is within 10 minutes of a Boots store

Boots.com is the UK’s number one most visited health and beauty website

16.3m active Boots Advantage Card members!

Special offers via advantage card holders is a well known way to increase sales significantly.

The Boots pharmacists ,and the Online Doctor service prescribe just two types of skin care treatment - both , have no mention of prevention of skin cancer and are promoted as preventative only , ex foliation , wrinkles etc.

More importantly Boots treatments are based on retinoids and azelaic acid - both have scant , or at best limited usefulness when compared to Incantheras latest Skin and Cell creams and they also may have side effects on skin.

https://onlinedoctor.boots.com/skin-ageing-and-hyperpigmentation/important-info

Research sited on Incanthera's research note demonstrating the lack of evidence and effectiveness in todays skin creams that are being promoted in the skin cosmetic industry. .

e.g

"Most of the research concerning cosmeceutical retinoid ingredients is based upon the effects of retinoic acid on the skin. Clinical trials concerning retinol and retinaldehyde are scant and lacking in statistical evaluation for significance. "

https://onlinedoctor.boots.com/skin-ageing-and-hyperpigmentation/important-info

Therefore, IMO at some point Boots Chemist will want to distribute Skin and Cell as the latest and only advanced dermatological solution for the delivery of vitamin B3 for skin protection and cosmetic rejuvenation.

Through Boots 2,100 outlets and a massive online presence - it would be a very quick and relatively easy deal that would serve the entire UK, and increase INCs revenues relatively fast.

Covers INC. hitting his target of 27p recently and a rise to 34p next leg up.

https://www.share-talk.com/traders-cafe-with-zak-mir-bulletin-board-heroes-thursday-11th-july-2024/

Thanks for the confirmation old Pro. Sometimes I question myself, as the numbers look so good.

There is a lot of potential news coming our way over the next few months and once the European rollout starts in earnest , and with the Asian rollout potentially starting this year as well then i guess we will be getting news of new orders on a regular basis, increasing in size along with news of new territories maybe.