Cyanconnode Share Discussion Threads

[dreamtwister] 18/2/2017 13:28

ny boy

the chart technicals depends on the market makers ? eg the continous dilution of shares being stock piled by the mm,following say a positive rns will determin the spread as a safety factor for the mm as the volumes of sales rise then they set a bear trap ! to flush out sellers also the bid/ask price as another safety measure !

salaries/shares

the cyan bod have coverd their pay role whilst the pi gets shafted !

one day rodders one day we will all be millionairs if we believe in our world leading company and they deliver our expectations ?

[ny boy] 17/2/2017 13:30

Chart technicals show strong support @ 0.19p, resistance 0.25p & 0.33p

[cpap man] 17/2/2017 13:13

And by way of an extremely good example....



lwaxf1317 Feb '17 - 13:12 - 940 of 940 0 0 (Filtered)

[cpap man] 17/2/2017 13:10

Welcome NY Boy - many of us smart boys are in CYAN from + / - these types of levels noting the conservative share price targets which would cater for 3X or even 4X MULTI BAGGERS

Just ignore or best FILTER the complete and utter w*nk*rs who most probably bought in at MULTIPLES of todays share price.

[ny boy] 17/2/2017 13:06

Checked on Hargreaves Lansdown Website, they have from memory 4 broker refs as buy/spec buy with price targets 0.6/0.7p

Anyway I like the potential and order book, so bought 1M @ 0.2p

[ascov] 17/2/2017 12:56

You'll regret putting them on your watch list because your inbox will be crammed with posts.
However your analysis is probably spot on. Big potential upside but they need to deliver results not potential. Enjoy...

[ny boy] 17/2/2017 12:26

Just wondering, are all the negative posters in at a much higher price?

I have put these on my watch list, looks high risk but the business model can mature and they have cash

[32sam] 14/2/2017 11:00

Timbo Thank you for the link, very useful.

Sam

[lwaxf13] 14/2/2017 10:23

What counts is significant sales. Jam tomorrow on a PowerPoint slide will add no value to the business. How many years have slides like this being going up with fanciful numbers? Anyway, happy Valentine's Day everyone. Hope you got a "smart meters coming to your neighbourhood soon" card in the post. Xx

[tightfist] 14/2/2017 08:39

Thanks Timbo, slides 9 and beyond are what counts! tightfist

[timbo003] 13/2/2017 10:04

>>>>tightfist

[cpap man] 13/2/2017 09:10

CyanConnode (CYAN.L, 0.21p) – Speculative Buy

The world leader in narrowband radio mesh networks, yesterday announced receipt of a purchase order from a specialist in energy management systems for a smart metering contract in Bangladesh, South Asia. This is the Group's first order for a utility customer in Bangladesh and is a further demonstration of its growing geographical sales footprint. Furthermore, the order size and revenue visibility provided by the long-term nature of this order reflects its leading position within the smart metering industry in both emerging markets and also in Europe, where the importance of being able to accurately and remotely record data around energy consumption with appropriate billing is demanded. The US$5.4 million purchase order is for the supply of CyanConnode's Advanced Metering Infrastructure solution for a 150,000-unit smart metering deployment. The energy management system company, based in Eastern Europe, will integrate CyanConnode's hardware with its smart meters and shipment to their production facility will take place over the next 12-18 months. CyanConnode will also provide its Head End Server Software, which will be hosted by the energy management systems customer, with annual software licence income being recognised over a ten-year contractual period following successful smart meter implementation. The recurring revenue software licences and annual maintenance contract, which represent 50% of the total purchase order value, will be paid annually in advance and charged on a per meter per year basis.

Our view: A significant order from a new partner in a new geographic region! This Eastern European company is a leading smart grid solution provider with ten years' experience in varied countries including Russia, Eastern Europe and South Asia. It has formed a local entity, a new utility that has entered a long-term agreement with the Bangladeshi Government to provide electricity to consumers. It brings a consumer base of four million customers, which provides the potential for substantive follow-on orders, given the overall number of electricity consumers in Bangladesh is some 58 million and the fact that the World bank estimates between 2% and 3% of domestic GDP disappears through non-technical losses and power outages. Given their adoption of CyanConnode’s award-winning technology with its market leading smart meter solution, this is potentially the first of a series of such major contacts. 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. Indeed, Smart grid investment is projected to total US$8.1 billion over the period 2016-2026, with large-scale funding from the Asian Development Bank, the World Bank as well as bilateral aid organisations. 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.

[tightfist] 13/2/2017 08:52

Hi Timbo,Thanks for your great reporting from the Shares mag event, I will definitely be catching up with SS etc at an April show or the AGM.I have now lost the link to Harry's presentation slides, can you please point me in the right direction, they are not yet listed in the CC website.Thanks, tightfist

[johnwall] 10/2/2017 08:40

Thanks timbo003 - may see you at the EWG AGM!

[timbo003] 10/2/2017 08:27

Yes JW, I'm still in EWG but there seems to be zero interest within the bulletin board communities.

I attended the AGM a gouple of years ago, but alas I couldn't get to last years AGM (diary clash) but I intend to go again this year. I have bumped into them a few times at investor shows and given my (obsessive) interest in avoiding paying any income tax whatsoever, I always visit their stand at the shows and I am on their mailing lists. I will probably continue to hold beyond the 3 year EIS holding period which will up in July 2018.

[johnwall] 10/2/2017 08:12

Timbo003 - thanks for that, and for your report of the presentation.
O/T Are you still in EW.? That thread seems to have died but the company has released quite an encouraging update today.

[timbo003] 10/2/2017 07:56

I spoke to Dimple last night at the Shares Mag investor evening and asked when the slides and videos will be available from Harry Berry's presentation at the recent Shares Magazine Growth and Innovation forum. She informed me that they did not record the presentations (that's funny I'm sure I saw cameras there), but the slides are now available and she pointed me in the right direction to find them, so here is the slide set from that presentation



Note 5th bullet point in slide 13 in particular:

* CyanConnode are actively pursuing 14 opportunities where it believes it has >50% chance of winning

I guess after yesterday's announcement that should read 13 not 14

[lwaxf13] 09/2/2017 14:35

For me the key level to transcend is about 0.4p to get it back to even where it was the day JC arrived. Once they start pushing above that they might be in a position to claim a modicum of success. This is all about the share price for me. Nothing else matters and I don't give a flying F&£K if they sell paper cups or IoT widgets and software as long as the share price goes up.

[cumnor] 09/2/2017 14:32

Sorry wrong thread

[tightfist] 09/2/2017 14:26

Clearly today's trading pattern says that a good number of folk still want out - no surprises there. Cyan RNS's do seem to appear like London buses so maybe we will have some more fixes soon.I wasn't remotely suggesting 0.25p today, just an open question about When? because I see that as the key level to transcend.Cheers, tightfist

[32sam] 09/2/2017 14:08

GAS= Good luck, mobile phones!!!

[32sam] 09/2/2017 14:07

I think a lot more to come. Africa, India etc we need to see more as this seem to have stalled, I'm on. GASSam

[lwaxf13] 09/2/2017 13:52

What are the Cyan targets to be reached? I don't recall seeing any targets announced by Cyan and I have always presumed it was just a case of keeping this gig going as long as possible.

Positive announcement today but still the bod have not proven they can add share holder value. Before anyone says yes they have please take a look ar today's share price, number of shares and compare them to the day JC came onboard. In my book it's hardly a successful show.