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| 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 |
| Industry Sector |
|---|
| TECHNOLOGY HARDWARE & EQUIPMENT |
| Top Posts |
|---|
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 19:55 by multibagger Hi Bskiny1 and DTB:)Re share price being held back - possibly some overhang from CRUX sale ? Markets are nervous about the Middle East no doubt. 1. With appt of a Joint Broker, a large corporate event is likely to be in the offing in the next 4-6 months. I personally think that it could an IPO of our Indian 100% owned subsidiary with CYAN still retaining the majority/controlling stake once we have an even better order pipeline in India and/or MENA. Speculation on my part no doubt, but too many strategic moves and all closely temporally connected to be a mere coincidence ! 2. Could Adani+Esyasoft JV take us into their fold fully ? 3. Esyasoft do MDMS/HES mainly and now have a meter manufacturing unit but don't have their own a Comms solution. Adani have the financial might, political influence and have won about 24.089 million RDSS smart meter contracts so far. So we could become a part of a AMISP bidder with all the normally subcontracted contracts in house for India. (Not too dissimilar to where Genus seem to be at). 4. Al Fanar + Esyasoft + CYAN aggressively go after MENA contracts and office opening in UAE will make "wasta" easier. Whatever is happening now is likely to be a lot bigger than what has gone before. Panmure willing to play joint fiddle with Zeus is in itself interesting - rather than displacing the incumbent. Good luck all ! |
Posted at 16/4/2024 09:29 by inthetin Hi DTBIt's not AIM that people should be looking at, it's the BoD and others close to them. What are they up to? You've got Mr Tremendously Upbeat undermining his own 'bullishness' by selling on the same day as he's talking up Cyan, you've got Cronin telling the world that there's a concerning trend in DISCOMs opting for non-Cyan products and you've got today's really positive Trading Update being (rightly) lost, while the markets attempt to digest what's going on in the Middle East etc. It's almost as if the BoD want to bury today's good news. What was the rush to release the TU this week? Have the BoD agreed to sell at a price and don't want the share price to do its thing and scupper their plans. I smell a rat and I suspect that the smell emanates from them. GL ITT |
Posted at 12/4/2024 23:16 by inthetin Zeus valued Cyan at £70M in March 2023 and they also said:-"Zeus feel this is a conservative estimate of the businesses value as it assumes no new significant market opportunities arise over the forecast period (i.e. to 31/03/2026)." From the quick look that I took at Zeus's 12/02/2024 report (i.e. 2 months ago), they have maintained their revenue forecasts, being £16M for FY24 and £35M for FY25. Assuming that the 15p warrants are exercised before May'25 and we have say 330M shares, the £70M valuation equates to 21p per share. In the same March 2023 report, Zeus also say that Cyan has a blue-sky multiple valuation (whatever that means) of £105M. £105M รท 330M shares = 31p per share. My guess is (and I have said this before) that Cyan will beat market expectations for FY24 and that this latest 'storm' is a fabrication. GLA ITT |
Posted at 06/3/2024 10:00 by multibagger Hi DTB :)India is the big prize for sure and that's where the focus should be IMHO. Other markets though interesting are not of the same size from a TAM perspective. Also many developing countries don't have earmarked funds for smart metering and reliant on World Bank, USAid, DfW, ADB, DFID etc for capex funding and this is pretty expensive at scale. So most developing markets have this inherent barrier and conversations could stay at an "aspirational level" till the realities change on the ground. The Middle East is cash rich and these rules don't apply, but populations are very small comparatively. Nordics are cash rich but again tiny populations. So to be meaningful from a revenue point of view, markets outside India have to have "ring fenced" smart metering funds and meaningful populations/TAM to make sense to deploy manpower/to chase contracts - hence these will be peripheral largely to CYAN (unless above criteria are met IMHO). So my gut feeling is that "in country" partners in the sector will approach CYAN at trade shows for technology partnerships/joint bids for contracts etc rather than CYAN chasing smart metering tenders in these countries. I could be wrong of course :) |
Posted at 28/2/2024 08:55 by inthetin Hi DTBI never like it when there's no appetite for Cyan shares. The max that you can sell automatically via AJ Bell is 12,500 shares (£1,600). Personally, I'm not that interested in Thailand. For me, this is an India play and until it is proved that Cyan has a decent role, we're stuffed and will continue to yo-yo between 10p - 13p, unless we get some unwelcome news. Beginning to struggle to believe this delayed subbies being told of their involvement spin. Cyan said in one of its news releases that subbies should hear within 6 months of the main contractor winning the contract. That obviously isn't the case. IMO, Cyan needs to explain this miscalculation. |
Posted at 11/1/2024 10:43 by inthetin Hi bublooYou'll have to upgrade to read the report:- www.research-tree.co 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 11/1/2024 07:12 by multibagger For the record !RNS Number : 3137Z CyanConnode Holdings PLC 11 January 2024 ("CyanConnode" or the "Company") Order For One Million Omnimesh Modules CyanConnode Holdings plc (AIM: CYAN), a world leader in narrowband radio frequency (RF) mesh networks, is pleased to announce that its subsidiary, CyanConnode Pvt Ltd, has received an order from Montecarlo Limited (Montecarlo) for one million Omnimesh Modules, together with Advanced Metering Infrastructure, Standards-Based Hardware, Omnimesh Head-End Software, Perpetual License, and a Support and Maintenance Contract. The order relates to a smart metering deployment in Nagpur, Maharashtra, with supply of Omnimesh Modules expected to commence within this quarter. The installation will be completed within 27 months and followed by a 93 month Support and Maintenance Contract, which will commence upon completion of the installation phase. Approximately 60% of the contract will be paid during the installation phase, against either (i) letters of credit or (ii) via a trade finance portal with 30-day payment terms. The remaining 40% of the contract will be paid for in equal monthly instalments over the duration of the Support and Maintenance Contract period. John Cronin, Executive Chairman of CyanConnode, commented: "I am pleased to announce this second significant order from Montecarlo, following our initial collaboration that began last year with the January 2023 order for a similar volume. This new contract for one million Omnimesh Modules is a testament to our standards-based, innovative technology and deep understanding of India's smart metering landscape. It also underscores the growing market acceptance and momentum for our products. This order significantly boosts our total Indian order book to 6.3 million units, with 3.9 million modules scheduled for delivery in accordance with the established project timelines." Mr. Mrunal Patel, Joint MD of Montecarlo, commented: "We are extremely pleased to continue our partnership with CyanConnode, building on our previous successful and ongoing collaboration in Madhya Pradesh. Our strong background in project implementation, coupled with CyanConnode's proven track record in smart metering communications infrastructure in India, instils confidence in the successful implementation of this project. I believe that our combined strengths will pave the way for further such opportunities and partnerships." |
Posted at 15/12/2023 09:57 by stupidboypike itt, like probably all Cyan shareholders I am also frustrated and fed up. However, I do not see the Trillaint deal as replacing Cyan at intellismart. Cyan offer RF connectivity AND optionally the HES. Clearly Trilliant have been selected for the HES, but there is no suggestion that Cyan are not still in the frame for the RF. Let's not forget that Cyan have by far the largest installed base of smart meter RF connectivity in India, which has shown to be meeting the tight SLA requirements.Best regards SBP |
Posted at 31/10/2023 11:56 by multibagger Hi TF :)In their eagerness to thrash CYAN, the BoD, the products, the contracts, the RNS etc some people mis-read and choose to mis-interpret anything they do read !! "....John Cronin, Executive Chairman, commented : "We are delighted to have secured this LOA, building upon our previous success in 2022, where the delivery of cellular hubs to connect up to 1 million Omnimesh cellular communications modules in the MENA region has been accomplished successfully. This contract significantly enhances our relationship with this important customer, which continues to strengthen as we further develop our business in the MENA region, and enhances our visibility over revenue...." Some miss the wood for the trees.....we need to remember that we have an MoU with Al Fanar who have a huge presence in MENA and winning contracts to build a track record is an important part of market positioning ! From Al Fanar RNS 03 April 2023 "...3 April 2023 CyanConnode Holdings plc ("CyanConnode" or the "Company") CyanConnode and Alfanar Sign MOU for AMI projects CyanConnode Holdings plc (AIM: CYAN), a world leader in narrowband radio frequency (RF) mesh networks, is pleased to announce that it has signed a Memorandum of Understanding (MOU) with Alfanar, a leading engineering, procurement, and construction (EPC) player, to explore joint investment opportunities in Advanced Metering Infrastructure (AMI) projects. The MOU sets forth the intention of both parties to establish investments in AMI projects on an opportunity basis, leveraging the core strengths of both companies at the group level. CyanConnode and Alfanar will jointly review tenders across targeted geographies and, subject to a positive outcome, establish joint ventures for the implementation of AMI. This collaboration aims to facilitate and expedite activities related to project investments, in compliance with existing policies, rules, and regulations in the targeted regions. Both CyanConnode and Alfanar will invest in the projects upon satisfactory techno-commercial due diligence. While the MOU does not create a binding commitment, it is anticipated that a definitive agreement outlining the terms and conditions of the collaboration will be signed by both parties in due course. John Cronin, Executive Chairman of CyanConnode, commented: "We are delighted to enter into this MOU with Alfanar, a company that shares our vision of harnessing technology and innovation to drive sustainable growth. This collaboration presents a unique opportunity for us to combine our expertise and resources to make a significant impact on the global AMI market." Mohammed Irfan, Chief Executive Officer, Alfanar India, commented: "The unique partnership approach with CyanConnode will enable us to evaluate and strategically tap into new markets, especially on the global landscape for increasing our spectrum of service offerings. We are confident that our joint efforts will lead to the successful implementation of AMI projects, ultimately benefiting our customers and stakeholders." This collaboration between CyanConnode and Alfanar reflects their shared commitment to explore new opportunities for expanding the global footprint in the smart grid sector. Working together to assess potential projects, both companies look forward to a fruitful partnership that drives growth and innovation in the advanced metering infrastructure industry...." |
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