Cyanconnode Share Discussion Threads

[hamidahamida] 09/2/2017 08:14

All coming together Now

[hamidahamida] 09/2/2017 08:13

Up she goes happy days

[32sam] 09/2/2017 08:12

Well done all LTH for your patience, it is nice to see we are now putting into practice a solid piece innovation. Happy days.

Sam

[cpap man] 09/2/2017 08:05

Our view: The market is now implementing next-generation metering technologies. As a Swedish-based system integrator, HM Power, provides smart metering and smart grid solutions to virtually all domestic utilities. It has an established customer base of approximately 650,000 smart meters and 30% of the Ring Main Unit and advanced fault indication equipment market in Sweden. Having integrated CyanConnode's IPv6 standards-based solution, with its smart grid equipment, electricity meters and other IoT products, Panmesh is the obvious 'future-proof' solution. Being a long-term and highly sticky product, which includes not only the sale of software licenses, but also an ongoing recurring revenue stream from annual maintenance charges over a 10-year contract term. This is exactly what CyanConnode has positioned itself to provide, as evidenced by its participation in the world's largest and most sophisticated projects, such as the UK's SMIP project and the National Smart Metering Program of Iran. Having established the scale of the opportunity (see Beaufort's publication 'The Future is Smart!' that was released on 21 September 2016), the coming 24 months will see CyanConnode's branded offering occupy the position of 'industry standard' for the sector. This will enable it to add significantly to the already impressive backlog from India, Iran and the UK both with repeat orders and new large, long-term and exceptionally sticky customers. Despite using a chunk of the £10.1m (gross) raised through last summer's Placing and Subscription to build up working capital, it still holds a significant cash reserve as it progresses into 2017. CyanConnode's business model is maturing while its business opportunity remains in its infancy. Recognising the Group's lead in this giant developing opportunity, Beaufort reiterates its Speculative Buy recommendation and price target of 0.6p/share.

[cpap man] 09/2/2017 07:58

John Cronin, CyanConnode Executive Chairman, commented: "We are pleased to announce this significant order from our new partner in a new geographic region. CyanConnode's collaborative approach continues to deliver a scalable business model, enabling the group to bid for and win business on a global basis with partners seeking highly competitive end to end technology solutions. Furthermore, establishing an end-to-end eco-system supports the transfer of skills and experience, promoting local wealth generation.



"This new partner is a leading smart grid solution provider with ten years' experience in varied countries including Russia, Eastern Europe and South Asia. We look forward to working with them to integrate our award-winning technology with its market leading smart meters."

[timbo003] 09/2/2017 07:54

We have actual (projected) revenue numbers attached to this one, good stuff!

[activeservo] 09/2/2017 07:50

Only the beginning. A guaranteed emerging market, nothing better, especially at this level.Long term hold for me..

[multibagger] 09/2/2017 07:40

Duxy786_2,if you still visit this thread - please can you kindly edit the BB header to add automatic RNS updates ?

Many thanks - I am sure most will appreciate it....as I expect we may be getting more RNS announcement in the weeks and months ahead :)

[multibagger] 09/2/2017 07:30

Two announcements in as many days (almost) and both very decent orders.

Market yet to wake up to the prospects and potential....I have fully loaded up :)

[tightfist] 09/2/2017 07:26

Great news, patience rewarded - well done to the Cyan team - just keep them coming! Especially in a new territory where, once again, this order barely scratches the surface.And we can interpret the pricing: it looks like $18 per unit up-front, and $1.8pa recurring which looks OK to me.Cheers, tightfist

[dreamtwister] 07/2/2017 11:51

activeservo.... when the share price hit the dizzy height of o.26 & then cyan issued mates rates of 0.18 & 0.20 with no orders of substance, my buy order was full filled 5m @ o.185.
in gentlemans term`s i average down.

as you state the irish stock is 2 million & only a blip of what is to come ???
the uk roll out could follow suite ?

i do not wish for any member of this board to loose on their investment so i posted the irish delay to inform of possible flucuations in the share price

i will sell my illicit gains pending share price ? prior to consolidation !

thankyou for your interest & i wish you good returns on your investment

[activeservo] 07/2/2017 11:08

dreamtwister,

Given the flurry of buys this morning and your post, I assume you're shorting this.

The housing stock in Ireland is just over 2 million and the demand for smart meters will be global, so it hardly touches the sides...

[cpap man] 07/2/2017 11:00

CyanConnode Holdings (CYAN.L, 0.20p) – Speculative Buy

This world leader in narrowband radio mesh networks, yesterday announced receipt of a purchase order for 100,000 Panmesh software licenses from HM Power Metering AB in Sweden for smart grid and Internet of Things implementations. In April 2016, CyanConnode signed a non-exclusive distribution agreement with HM Power and this purchase order is expected to cover HM Power's initial requirements for Panmesh software licenses and will be invoiced as the licenses are delivered to HM Power's utility customers, as part of the rollout to replace existing smart meters in Sweden. Sweden was the first country to install smart meters for its customers in 2009, with the full-scale installation of Automated Meter Reading/Advanced Metering Infrastructure systems reaching 5.2 million Swedish consumers.

Our view: The market is now implementing next-generation metering technologies. As a Swedish-based system integrator, HM Power, provides smart metering and smart grid solutions to virtually all domestic utilities. It has an established customer base of approximately 650,000 smart meters and 30% of the Ring Main Unit and advanced fault indication equipment market in Sweden. Having integrated CyanConnode's IPv6 standards-based solution, with its smart grid equipment, electricity meters and other IoT products, Panmesh is the obvious 'future-proof' solution. Being a long-term and highly sticky product, which includes not only the sale of software licenses, but also an ongoing recurring revenue stream from annual maintenance charges over a 10-year contract term. This is exactly what CyanConnode has positioned itself to provide, as evidenced by its participation in the world's largest and most sophisticated projects, such as the UK's SMIP project and the National Smart Metering Program of Iran. Having established the scale of the opportunity (see Beaufort's publication 'The Future is Smart!' that was released on 21 September 2016), the coming 24 months will see CyanConnode's branded offering occupy the position of 'industry standard' for the sector. This will enable it to add significantly to the already impressive backlog from India, Iran and the UK both with repeat orders and new large, long-term and exceptionally sticky customers. Despite using a chunk of the £10.1m (gross) raised through last summer's Placing and Subscription to build up working capital, it still holds a significant cash reserve as it progresses into 2017. CyanConnode's business model is maturing while its business opportunity remains in its infancy. Recognising the Group's lead in this giant developing opportunity, Beaufort reiterates its Speculative Buy recommendation and price target of 0.6p/share.

[dreamtwister] 07/2/2017 10:31

Irish smart meter rollout

In other news, the Irish Commission for Energy Regulation announced that Ireland will not begin its National Smart Metering Project in late 2018.

The energy regulator said the country will delay its smart meter installation project for gas and electricity consumers due to a delay as a result of the energy regulator and utility firms in reaching an agreement on how the smart meters will be procured.

A spokesperson for the Commission said: “While the CER is continuing to develop the revised timelines on key elements of the programme, it remains clear at this stage that there will be a delay in the roll-out of smart meters to consumers, which was originally planned to commence in 2018.”

Delays in the issuing of the tenders are related to technical constraints including interoperability of smart meters to be procured with communication technologies and the country’s set smart meter standards.

“Based on this, later in 2017, the CER will conduct a further cost-benefit analysis to determine the final scope, scale and timing of the programme and to ensure the efficiency and benefit to the consumer,” added the CER spokesperson.

[lwaxf13] 06/2/2017 13:27

Yawn. Another scripted BRR event that as usual puts no meat on the bones. I look forward to more great announcements where everyone has to guess is it worth 5p per license or £50 or something else?

[dreamtwister] 06/2/2017 11:03

the ramping tarts in blue frocks are playing with their daisy chains,as todays contract was with connode plus other contracts in switerland + the uk contracts yet to be implemented "yawns"was ! before cyan t/o,so in theory cyanconnode under present bod will continue to milk the cash cow.

if & when iran...brazil...s/africa...india...china...ireland &the uk implement cyanconnode tech your investment will be cgt exempt.

[mikeroot5] 06/2/2017 09:47

Bullish opinion on CYAN from Trader Tim

[activeservo] 06/2/2017 08:21

BBs enhance the normal share research (fundamentals etc) by giving an indication of sentiment. Nothing more.

AIM is crawling with punters who base their decisions solely on BBs. Their money is almost as good as ours, so I'd rather have it in the shares I'm invested in and not elsewhere.

[cpap man] 06/2/2017 08:10

John Cronin, CyanConnode Executive Chairman, commented: "This order further demonstrates the suitability of our Panmesh technology to deliver future-proofed customer value. Ease of implementation and deployment of CyanConnode's narrowband mesh technology allows customers to build the network as they deploy the solution, supporting cash flow, up-time and end-to-end security. The sale of Panmesh software licenses include an ongoing recurring revenue stream from annual maintenance charges over a 10-year contract term.



Anders Hjort, CEO HM Power, commented: "The market is now implementing next-generation technologies to support both IoT sensor applications that enable smart grid solutions and advanced metering infrastructure solutions. Since 2000, HM Power has been a leading supplier of smart metering (AMI) solutions in Sweden. With a large customer base, HM Power is now well positioned to provide next generation smart meters and smart grid equipment. CyanConnode's IPv6 Panmesh technology delivers flexible, cost-effective communications for single and multi-application networks."

[lwaxf13] 06/2/2017 08:08

I don't see today's news as particularly good. If there are no £££; announced how can anyone judge if the news is substantial or not worth much?

Potential investors would do well to look beyond a BB before making any investment decision. Cyans financial history is in the public domain including share price chart, number of shares, sales and operating losses.

[runthejoules] 06/2/2017 07:54

GOD. DAMN. IT. My selling out has resulted in a major sale for you guys, happy for you but I am an idiot :-(

[activeservo] 06/2/2017 07:35

Unless you are shorting this, I simply cannot understand the logic around talking down good news for a share you've invested your money in, especially on a public BB viewed by potential investors. Personally I don't like losing money....this is just the beginning for CYAN so a contract win rns with no value stated is fine. Better than a contact lost or more dilution, or do you enjoy those types of news?

[lwaxf13] 06/2/2017 07:29

Without a £££; value attached to this news I wouldn't get too excited. Just another Cysn deal that has no £££; in the RNS.