Cyanconnode Share Discussion Threads

[dreamtwister] 21/2/2017 12:48

back to cyan speculative buy brokers price target 0.06p

[dreamtwister] 21/2/2017 12:35

ny boy you quote !

and not a paid up validated member..come on get some credibility.

that did make me smile (y) why pay a subcription ? when your membership
£ £ £ fees could be buying shares,

prem do have lithium and will be a sought after commodity but take a reality check and transfer your gains into kod & double your holdings,in reflection to prem have a dark shadow overcasting zimabawie mugabe is holding the diamond mines with high trade tarrifs do you think he will not do the same with the lithium boom,my money is in kod minerals with high grades of lithium &gold as a suport plus in a safer geological location,"ramp"....china africa...CAF have copper lithium & urainium in thier portfolio the copper play is on the borders of mtr/mod of whom have recently striked a huge copper asset plus the lith & ura are in the usa & will give donald trump some clout after hillary clinton sold 20% of the ura reserves to the ussr,

i hold kod mtr & caf as to get a mine into production is a longterm hold

apologies for spelling my pc has dimentia

[cpap man] 21/2/2017 11:40

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.

[ny boy] 21/2/2017 11:31

Not surprised it's going up from these ridiculous levels

Broker buys to 0.6/0.7p targets:-

[dreamtwister] 21/2/2017 10:41

when the day trippers buy the cyan lotto tickets...., short any spikes before the cyan bod dilute the share price

[ny boy] 21/2/2017 10:27

Jhhh, I was also telling a few about VAST, since doubled & PREM, since doubled, investors are old enough to make their own minds up.

Are you invested here or just feeling left out


Note the 6M buy earlier, not mine as I bought 1M after due diligence, dyor as usual

[ny boy] 20/2/2017 16:08

This can double in a month, good entry level imho

[dreamtwister] 20/2/2017 15:39

bskiny1
20 Feb '17 - 09:32 - 952 of 956 1 0
I am not sure they will be able to do this again for another year

agree thats why they condensed the shares for salary & bonus before the end of the tax year.

lwaxf13 well done on low entry point as i valued the company at a higher price and had to go long & short to break even at t/d sharepice.

people dont like it when you differ from there agender but you do highlight the truth and its about tyme the bod eassed up on dilution

atb

[ny boy] 20/2/2017 15:00

Iwaxf13.. ok,I take it that was your 1M buy trade earlier then? :-)

[lwaxf13] 20/2/2017 14:24

Oh and I got a thumbs down from someone quite possibly wearing rose coloured glasses :-( I forgot to mention this is a great company, load up everyone, judge not on how rubbish this share has been but judge on the quality of the PowerPoint presentations. Top notch and big numbers in the gazillions just like the number of shares. You have to laugh really :-)

[ny boy] 20/2/2017 10:52

Ignore the usual noise when a stock is at these kinds of levels, had the same posters when PREM was @0.3/0.4p. Now double, same will happen here as investors tuck them away, the overseas sales contract are start to flow in, all is good with some patience. Have plenty as I like making substantive returns. GLA

[bskiny1] 20/2/2017 09:32

I am not sure they will be able to do this again for another year unless significant news is released to increase the SP

[dwall] 19/2/2017 16:16

kwizza

Yes, in its current form it has, please see Fridays RNS :-

"The issue of shares set out below is the final issue to be made to Directors pursuant to the announcement in the Circular dated 14(th) June 2016."

The final amount of salary shares (i.e. for the full year up to July 2017) were actually issued in full by end December 2016, the shares in Fridays RNS were for the bonus element of that deal.

[dreamtwister] 19/2/2017 13:36

no a further £10m will be raised by further dilution for working capital plus consolidation is on the cards of which will put the share price into regression for recovery

[kwizza] 19/2/2017 12:41

Has that scheme for pay ended now ?

[dreamtwister] 19/2/2017 12:34

vote of no confidence in the bod unless they buy back shares on the open market, for starters the 2m invested by jst,when jst invested 2 million in cyan i would of thought that investment would of purchsed shares on the open market instead of further dilution at mates rates of 0.018....o.020 at that time the share price 0.26 dehydrated back to 0.18 they then came back with further dilution to pay for working capital for staff wages ect plus continious dilution for the bod salaries,if &when jc hits his sales targets will cyan dilute the share price further to pay his bonus ?

printing money devalues the currency, printing shares weakens the eps

one day rodders one day ?

[multibagger] 18/2/2017 18:25

Re discussion on the lse thread...but relevant here as well I would imagine....

Questions being asked or being alluded to - whether JC is worth the pay and the cheap stock he appears to be getting. He seems to have invested about £700k in CYAN one way or the other - a decent show of committment.

What interests me is that he has managed to sell on 4 companies and achieve $600m in the process. That is a lot more than the market cap of CYAN several times over from where we are - and this could be his biggest one yet by far. For me that is an excellent track record and the probability of CYAN being a multibagger is very promising.

Promising enough for me to build up a 9 figure holding and adding. This is the ground floor in terms of share price and if people are willing or able to invest with a 3-5 year time horizon, there will be fantastic money to be made IMHO.

As per the CYAN website, the following is what is posted there.

John Cronin

John joined the board of Cyan in March 2012 initially as a Non-Executive Director, and is now Executive Chairman of CyanConnode. He is a highly successful Chairman, CEO and MD in International markets (Europe, Americas, SE. Asia) in the Technology, Media and Telecommunications sector including, Smart Metering, IOT, Software companies, Infrastructure, Hardware, Telecommunications, Utilities and Managed Services.

John is a seasoned and successful professional with experience in raising equity, debt facility and vendor finance funding as well as setting up operations in international markets. He has created significant value for shareholders with four company exits in Picochip, Azure Solutions, i2 and Netsource Europe totalling $600m. He has been instrumental in mergers and acquisitions worldwide, including Cyan’s recent acquisition of Connode.

John’s contribution to high-tech industries includes being Chairman, CEO, NED, or adviser to Antenova, GCI Com, Aria networks, Picochip, Arqiva, i2, Cambridge Networks, Kast, Azure, Next2Friends, Bailey Fisher, Netsource, Mercury (C&W), BT and providing independent consultancy to private equity and VC firms.

Good luck all and fortune favours the brave !