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CYAN Cyanconnode Holdings Plc

8.30
0.00 (0.00%)
02 May 2024 - Closed
Delayed by 15 minutes
Cyanconnode Investors - CYAN

Cyanconnode Investors - CYAN

Share Name Share Symbol Market Stock Type
Cyanconnode Holdings Plc CYAN London Ordinary Share
  Price Change Price Change % Share Price Last Trade
0.00 0.00% 8.30 08:00:00
Open Price Low Price High Price Close Price Previous Close
8.30 8.30 8.30 8.30 8.30
more quote information »
Industry Sector
TECHNOLOGY HARDWARE & EQUIPMENT

Top Investor Posts

Top Posts
Posted at 30/4/2024 18:37 by multibagger
Good afternoon DTB and all :)

I gather that the Audit process which is tremendously time and resource intensive was done differently in the past and used to be initiated after the end of the FY and took several months and (potentially years off HP's life) due to the complexity and bespoke nature of various contracts. Now I gather that the "Audits" are being done on a monthly basis and therefore more of a running tally - hence a lot quicker as it is an ongoing process.

This is how I believe the "materially exceeds market expectations" was arrived at pretty soon after the close of the FY. With regards to how much (quantum) of a material outperformance, it is possible that this is being delayed/could come down to a defensible interpretation of various Audit or IFRS rules on "revenue recognition" and maybe a second/more senior opinion is being sought ?

Despite stellar results and 80% of 2025 revenues in the bag, what should have been a brilliant day for CYAN share price was overshadowed by the Crux sale of circa 5m shares. Contracts will land definitely, but these are pretty brutal times for investors on the whole and one needs to be patient.

Good luck all !
Posted at 25/4/2024 08:48 by estienne
Cyan Commode is a high risk precisely because the company has a track record for issuing stock to institutions and leaving private investors diluted. I doubt if there are any long term PI's with holdings more than 10 years who are in profit.
Posted at 25/4/2024 07:15 by multibagger
Good morning DTB and all :)

Possibly every investor/trader or "fence sitter" has a theory or hypothesis as to what CYAN corporate action may take place in light of recent announcements, if any at all.

No one knows for sure so it is all speculation IMHO. We all try to join the "dots" (announcements) in a way that makes sense to us given our own subjective perspectives and biases - I am not unique or any different in this regard.

I have called an "Uber Bull" with good reason and I am positively biased towards CYAN and make no bones about it and it may grate on some and the Filter button will silence me :)

There will always be people who "talk their book" depending on what the agenda is at that time and no one holds enough shares to move the market in the longer term. Short term share price volatility comes from poor liquidity and market sentiment and nothing to do with CYAN - in fact the recent results and performance were stellar !

I am a long term, high conviction investor and short term share price "noise" does not bother me nor does what I would consider justifiable dilution if it comes to getting a "smaller slice of a much bigger pie". I am pretty relaxed about these things though for some it seems to cause a severe anaphylactic reaction !

There are loads of ways to make excellent money in the market - though it takes time to figure out what works best for yourself.

So no confusion, vacillation or indecision in my mind....and leave the rest of the BB to it ! Any BB will have a range of views - some which confirm a particular viewpoint and others that challenge/oppose it.

You take your pick !! :)

Good luck all !
Posted at 18/4/2024 12:00 by multibagger
Good morning DTB :)

Many thanks for your kind words. I probably read and make investment decisions differently from 99% of PIs as my time frames, patience and experience is different. I read the recent flurry of highly positive RNSs as confirmation of further growth and a further large beach head being established in the UAE.

This may need further funding and that is why we are a publicly listed company on the stock market. If companies are able to raise funds independently, they may not need to be listed on the market. Take multibillion dollar revenues Dyson for instance - they need no one's money.

This brings it back to the question of why additional funding is required - is it for mere survival or is it for growth ? Given we have heard that "materially exceeded market expectations" it reflects the latter. It is easy to argue that the company is not profitable and therefore potentially a basket case and investors are being taken for a ride.

A lot of people did not stay with an Amazon investment when it remained unprofitable for well over a decade but Bezos was investing and growing to make it the giant it is today. Bezos knew what he was doing even if the market did not agree with him in the short term. Amazon investors will be surely thanking him now !

I am an outlier and don't pay much attention to financial metrics - people sweat over these things, but a good accountant can make most financial statements palatable for whatever purpose. Just reading RNS about financial statements and deciding about investments, hide the issues of the likes of Enron, Wirecard, Patisserie Valerie, Redcentric, Tesco, Carillion etc - it is like paying attention only to the dashboard instruments and not seeing where we are actually heading !

I take a macro view and invest taking into account trends in technology, geopolitical movements, economic indicators and cycles, understand demographics, commodities etc. I plough what seems a lonely furrow but a very profitable one for me and don't need validation from BBs or posters.

CRUX was hit by fund redemptions apparently....which seems to be consistent with what I am hearing from other fund managers as well. BTW, Crux probably lost about 6p per share for their offload.

Maybe people can write to JC and ask if someone like PrimaryBid can be involved to give retail investors a chance to participate in any funding rounds in the future ?

Good luck all !
Posted at 13/3/2024 13:06 by derek ten bag
Sadly, ITT, nothing has happened. No thing. Exactly the point I have been making. There is probably good work being done on the ground to deliver on the orders we have received so far but so pitiful is our investor relations department that they don't deem it necessary to keep us informed of (non-market sensitive) progress. I find it rather discourteous to be honest. Many of us have been here for a long time and have given our support to the company through thick and thin. Aspects of the website are out of date and the titbits of information that come from India are put out on X, which not everyone subscribes to. What about a newsletter or the CC India section of the website? Come on folks. Time to extract the digit and remember your loyal investors.
By the way, good to hear from you ITT.
Posted at 23/2/2024 11:16 by derek ten bag
Totally agree ITT. As I've said many times, the information management has been pretty poor. Even on the basis of our orders to date, my feeling is that the share price should be much higher than it is at the moment. And when you add in all the positive analyst comments and articles like the one you have posted, to be languishing at these levels is really not very good. It may of course be that the company wants to keep itself under the radar until such times as (we hope) game-changing orders arrive, to deter predatory interest, but if we are going to be predated then I want it to come when we are orders of magnitude higher than we are now. For me, as a non-social media user, too much comes out via X on the CC India thread. Sections of the website that should be full of current news is woefully out of date. Not good enough and reflects a lack of respect for long-term investors like ourselves, which is a shame, because I am sure JC and HP do care about their small investors, at least from my personal experience. Anyway, the trading over the past week does offer a hint of things to come, so fingers crossed for news next week. GLA.
Posted at 06/2/2024 09:28 by derek ten bag
All sounds very interesting TF. As far as CC is concerned, I just feel that the company does not market itself effectively enough to prospective investors. And existing investors have to wait far too long between reports to find out how things are progressing, especially irritating, for me at least, when order news has slowed to a crawl. I would like to hear how our ROW orders are getting on. What on earth is the state of play in Thailand? Has that order now been installed and, if so, are prospects for the rest of the MEA still good or have they gone elsewhere? I understood that in India a certain proportion of the awards had to be got moving within a fairly short time-frame. If so, orders should be imminent. But we've been saying that for a long time now. I thought that the Intellismart SFA was designed to speed up the move from the award to orders. Doesn't seem to be happening. All very frustrating.
Posted at 11/1/2024 10:43 by inthetin
Hi bubloo

You'll have to upgrade to read the report:-

www.research-tree.com/companies/uk/telecoms-equipment/cyanconnode-holdings-plc/research/longspur-clean-energy/cyanconnode-one-million-module-order/59_6555d125-1f50-436d-b305-6fe84f2c73a4/d33b9108-d00d-4185-8166-eb127772aeb3

Private investors (PI) and institutional investors (II) don't have equal privileges when it comes to being invested in companies like Cyan. All I do is let rip if I'm unhappy about how I see us PIs being treated.

I have never sold a single Cyan share, unlike quite a few of our IIs.

If I make a good return on my investment here, I feel that it will have been well 'earned'.

GL

ITT
Posted at 14/11/2023 13:54 by inthetin
Hi NTG1

Can't see why they are buying subscription shares, unless they are buying them in their sibling(s)'s names. It says:-

Qualifying Investors

A stated aim of the EIS is to attract outside investors to companies. As a result, the scheme denies EIS relief to investors who are ‘connectedR17; with the company.

This includes:

* Employees or directors of the company
* Investors who (together with their ‘associates217;) hold more than 30 per cent of
the company’s share capital
* Relatives of connected persons, though NOT SIBLINGS
* Business partners of connected persons
* Existing shareholders whose shares are not SEIS or EIS qualifying, or subscriber
shares
* There are provisions for ‘Business Angels’, enabling certain investors to become
directors.
Posted at 05/10/2023 15:20 by nick the greek 1
Derek

Its not a strange market, its just one that is currently going down because the sells currently outweigh the buys.

Easy.

Nothing odd in that at all imo.

There is clearly a large sell order in the background and the small pi buys shown on here are being absorbed into it.

The company have put themselves into a "over promise and under deliver" scenario yet again plus the marketing (or lack of it) is pitiful.

They need to explain to potential new investors how to gauge when orders are likely to hit CyanConnode bank accounts from the L1 awards that have been dished out in the last few months.

They won't do that for some reason quoting mostly industrial espionage which is rubbish imo.

Whether its rubbish or not it leaves investors fearful that orders will not materialise and is "currently" proven correct.

That is why the market is kicking the share price down together with current general AIM sentiment.

If they sorted the marketing out and explained how investors can gauge when the L1 orders will materialise into CyanConnode orders then I for one would buy back a very large amount of stock which I sold a while ago (stated on here at the time).

Failing that I will wait until a proven momentum of orders happens as I suspect others will.

Until then the market is as it is, nothing odd about it just that pis are out of more gambling moneies it seems and someone with a large pot wants to sell for some reason.

No doubt our thread host will buy a few more at these levels in due course.

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