Cyanconnode Share Discussion Threads

[multibagger] 21/9/2016 10:42

I have pasted the part of the RNS which I believe is hugely important...


"Eppix eSolutions will integrate CyanConnode's enterprise-level, Head End Software (HES) with a Meter Data Management System (MDMS) to create the first SAP-based MDMS for the global utility market. This SAP-based MDMS will provide middleware between CyanConnode's HES and a utility's Enterprise Resource Planning (ERP) software. The MDMS based on the SAP Hybris range of digital commerce solutions such as billing, eCommerce and marketing platforms, will enable utilities to deliver customised products and superior customer service. According to a recent report from Navigant Research, global revenue for MDMS and analytics is expected to total $10.3 billion from 2015 to 20241.

John Cronin, Executive Chairman of CyanConnode, commented: "We are delighted to be working with Eppix eSolutions to further expand our reach as well as validate our HES as Enterprise level software. This strategic partnership with Eppix eSolutions provides a clear indication of the Company's planned evolution to a managed services business model that delivers a recurring revenue stream from software licenses and support services. Furthermore, this collaboration will broaden our partner eco-system, adding a new level of decision makers and influencers within the global ERP market for utilities."

This allows us to be a bigger part of the smart cities and IoT scheme of developments. Our partner, Usha Martin seems to be pretty impressive as well with presence in 11 countries across 4 continents.

I need to do more research about the partner etc, but feel intuitively confident to have added earlier.

[multibagger] 21/9/2016 10:24

Thanks Zengas...I have added another 6m a little while ago. Much patience is needed, but this could get really juicy :)

Good luck all !

[zengas] 21/9/2016 08:48

21st September 2016

Beaufort target price 0.6p

Smart metering represents a giant, unfulfilled, scalable and truly global growth opportunity with the potential to attract large, long-term and exceptionally sticky customers. Beaufort's assessment of the enlarged, post-raise, post-acquisition Cyan Holdings suggests valuation of £123.9m. It was derived from a peer group valuation, while recognising it is ideally positioned to provide packaged solutions to utility operators that urgently need to regain control of their distribution network. Their payback comes in the form of accrued efficiencies which optimises grid infrastructure and emulates customer behaviour. Indeed, as the operating advantages become increasingly evident, the extent to which demand for benchmarked CyanConnode products and technology begins to overwhelm the Group's operational structure could become a key risk. Right now, however, that might be considered a nice problem to have.

[multibagger] 21/9/2016 07:27

Very good partnership it looks like - opens up a bigger market segment to address and strengthens the IP side of things :)

[lwaxf13] 21/9/2016 07:25

Another partnership. Excellent ;-) La la la ... Any sales news?

[duxy786_2] 21/9/2016 07:13

Strategic Partnership with Eppix eSolutions
RNS Number : 3749K
Cyan Holdings Plc
21 September 2016





Cyan Holdings plc
("CyanConnode" or the "Company")



CyanConnode signs Strategic Partnership with Eppix eSolutions for SAP integration



CyanConnode, the world leader in narrowband RF mesh networks for Omni Internet of Things communications, announces that it has signed a multi-year strategic partnership with Eppix eSolutions to enable the integration of SAP Hybris software with CyanConnode's Enterprise platform.



Eppix eSolutions will integrate CyanConnode's enterprise-level, Head End Software (HES) with a Meter Data Management System (MDMS) to create the first SAP-based MDMS for the global utility market. This SAP-based MDMS will provide middleware between CyanConnode's HES and a utility's Enterprise Resource Planning (ERP) software. The MDMS based on the SAP Hybris range of digital commerce solutions such as billing, eCommerce and marketing platforms, will enable utilities to deliver customised products and superior customer service. According to a recent report from Navigant Research, global revenue for MDMS and analytics is expected to total $10.3 billion from 2015 to 20241.



John Cronin, Executive Chairman of CyanConnode, commented: "We are delighted to be working with Eppix eSolutions to further expand our reach as well as validate our HES as Enterprise level software. This strategic partnership with Eppix eSolutions provides a clear indication of the Company's planned evolution to a managed services business model that delivers a recurring revenue stream from software licenses and support services. Furthermore, this collaboration will broaden our partner eco-system, adding a new level of decision makers and influencers within the global ERP market for utilities."



Simon Brown, Group Chief Executive Officer of Eppix eSolutions, commented: "CyanConnode's communication platform is an enabler for Advanced Metering Infrastructure systems globally, proven by customer deployments around the world. Its enterprise software provides a transparent and versatile communication interface between meters and ERP systems."



Eppix eSolutions is the technical services brand of Usha Martin Technologies, part of the Usha Martin Group, a USD 1 Billion business conglomerate. As a Strategic Industry Solution Partner of SAP HYBRIS, Eppix Solutions is one of a few select partners with significant experience in the development and implementation of SAP-based digital commerce solutions. SAP Hybris, ranked as a vendor in the 'Leader' Quadrant for the 2016 Gartner Magic Quadrant report for Digital Commerce, provides enterprise multichannel e-commerce and product content management software2. SAP SE is a German multinational software corporation that makes enterprise software to manage business operations and customer relations.



1 hxxps://www.navigantresearch.com/newsroom/revenue-for-meter-data-management-systems-and-analytics-is-expected-to-total-10-3-billion-from-2015-to-2024



2 hxxps://www.hybris.com/en/downloads/analyst-report/gartner-magic-quadrant-digital-commerce-2016/728

[duxy786] 20/9/2016 08:41

Added 2.8M shares last couple of days at an average of 0.1824.

In terms of technical, we are are a turning point and the next contract announcements should see us break 0.34p.

Little busy atm, but if anyone wants to change header content, send me an in-mail.

Hope ya'all well.

Duxy786

[lwaxf13] 18/9/2016 22:03

sabre6

Don't despair. You might be right. I think there will be news on 1 Oct :-)

[dreamtwister] 18/9/2016 11:45

sabre6 you are a clown & not a very entertaining one.

[sabre6] 18/9/2016 11:30

Iwaxf13
I must admit I was expecting news in Sept/Oct this year but looking at date and share price looks like I was wrong and you get the last laugh.
Your prize is free membership to the Glee club
Good Luck

[lwaxf13] 17/9/2016 16:40

I would much prefer a takeover rather than a delisting. They could be the only games in town here given the never ending failure to deliver for shareholders and going cap in hand for cash time and time again. Nothing they say or do convinces me they are up to it. How many years chasing deals in India? Brazil? Helloo, now that's a cash rich forward looking part of the world with a history of infrastructure investment ;-) South Africa? Where are the orders?

[activeservo] 17/9/2016 15:33

Some good points timbo and thanks for your input. This is AIM after all. CYAN is currently rock bottom and will either increase in line with expectations or carry on falling and delist. It's 50:50 at this price. Ideally I would have been in before the Iran news but hey it's also good to see the increased added value since, at 0.18p. Just need to wait and see.

[bilbosenior] 17/9/2016 08:54

Interesting ...... I wonder?

[lwaxf13] 17/9/2016 07:11

More likely questions would be very awkward. It would be very difficult to put a positive spin on years of share price failure. Even more so at a company/share promotion after bigging up the company and leadership team. The only measure of success is share price. I don't give a monkeys how many awards they win, how many great partners they have, how many countries they are in, how many trials they do, the great opportunities. These things do not feed my kids.

[stav5001] 16/9/2016 18:29

timbo003,

My thanks

if only our share price could even minutely match the never ending "Future opportunity"

My hair is now Grey, and I am still patiently waiting.

JC has never been one for giving the shareholders question Time, since day one, always in a hurry to get off, despite our paying his wages.

[lwaxf13] 14/9/2016 16:30

It seems all is not well over at the Glee Club and reality has dawned that Cyan could be just another AIM company that delivers jack for shareholders (so far that's the form).

This needs rampers or sales or something :-)

[bilbosenior] 13/9/2016 03:29

timbo003,

Thanx for your recent report and for the one possibly to come in October... much appreciated.

[timbo003] 12/9/2016 20:53

Thanks for the feedback folks, looks like I might be writing up another meeting report on Cyan in October.....

[lwaxf13] 12/9/2016 20:30

Well it would seem the big hitters piled into this today. Not. About £36,000 worth of shares traded. World leading. The competition must be panicking.

[bscuit] 12/9/2016 14:59

I echo John and Mike's thanks.

I didn't hear from Cornhill before the last placing, but was let in by Beaufort.

Alasdair

[johnwall] 12/9/2016 13:46

Timbo003 - my appreciation as well for your informative write up - thanks for taking the time to do it.

[spike_1] 12/9/2016 12:06

Timbo: my thanks as well, an excellent easy read with lots of useful detail.
Much appreciated - Mike

[kwizza] 12/9/2016 07:42

Could they use their mesh system for traffic management in the future

[multibagger] 12/9/2016 07:02

Thanks timbo003 for taking the time and effort to attend and feedback. Very generous in spirit and much appreciated by me (and I am sure many other investors ) !