Share Name Share Symbol Market Type Share ISIN Share Description
Cyan Holdings LSE:CYAN London Ordinary Share GB00BF93WP34 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 17.50p 17.00p 18.00p 17.50p 17.50p 17.50p 211,791 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 1.8 -7.9 -0.1 - 20.76

Cyan Share Discussion Threads

Showing 22601 to 22625 of 22625 messages
Chat Pages: 905  904  903  902  901  900  899  898  897  896  895  894  Older
DateSubjectAuthorDiscuss
18/1/2018
23:17
The perfect analogy: https://www.youtube.com/watch?v=HZCaSyid4m0 Meanwhile.... September October November January.. opps sorry, forgot December. So, erm, that's 5 months of cash burn. Some say you can still hear Simon Smith's words whistling in the wind....'but we've only just placed!!! :(' Maybe the market is waking up, John? Wait for the next upbeat "contracts received but not yet delivered" RNS a breath or two before the next placing. Short term jump, long term sub 10p. All without prejudice and just my opinion. ADYOR.
threadworm
15/1/2018
10:11
.....the management will not walk. given the structure of the board and shareholding structure there is no mechanism for them to go.....this is very much their train....with john cronin and co having built a familiar and compliant team around themselves... it's pretty much their ship until they think otherwise... look at the most recent rns detailing their 'pay' in shares.... this 'pay' is effectively in insulator or buffer against the further dilution which has become systemic at cyan....it is not a generous or charitable act by the management because we can see in john cronin's case he is still taking much cash out of the business via consultancy fees and the annual bonus which together equate to a considerable sum... so....there are still cash outgoings to the management AND a good dose of shares each month, dressed as 'pay'....best of both worlds... disgraceful. everything written is without prejudice and my opinion only..
threadworm
15/1/2018
09:46
Talk is cheap and cyan have that down to a fine art. Way way in over their skill sets here IMO. They have trousered enough. Time to move on, let someone who knows what they are doing have a go at delivering for shareholders before more damage is done.
lwaxf13
15/1/2018
02:43
Love the 12 year chart. It brings a tear to my eyes, no need for clever words, welcome to a CYAN LTH's world. Truly World Class. Hard lessons on AIM.
stav5001
14/1/2018
19:27
I'm new to discussing CYAN, but not new to the company. And the fact that I'm 'new' does not weaken any of my arguments or make them any easier for you to deny. Read the original admission document and was on first names with Kenn Lamb (a good man). Have not said much for many days. My urge to post this evening was piqued by a very relevant and good link posted above.
realist1950
14/1/2018
19:23
Your starting to sound a bit desperate though.
dwall
14/1/2018
19:23
I could deny lots that you have written since you very recently started posting on Cyan and nothing else but have no wish to aide your cause, your doing it very well to date by yourself. I believe you and several others already have open short positions in the market. I wish you luck with that, i really do.
dwall
14/1/2018
19:20
The company may announce a new contract tomorrow for all I know, the point I'm making is that, in that eventuality, from an INVESTMENT point of view, when the model is still so adrift, the company would still face considerable challenges before it is sustainable and capable of delivering meaningful value. In other words, I'm saying that I think shareholders will be funding growth for some time to come. With the uncertainties over the UK roll out and delays faced on one of their larger overseas projects, I don't think it's unreasonable to suggest further dilution and a short position to be rewarded. Just my opinion. ADYOR.
realist1950
14/1/2018
19:12
You can not deny anything I've written dwall. It's an accurate, unemotional and frank appraisal. Anyone with a long-term position at CYAN has been done. Anyone with a short would have done exceedingly well. Maybe you should look at management's renumeration package vs company performance vs recent company announcements. I think it leaves a lot to be desired. We are all trying to look into the future and stating future risks through the lens of past performance is wholly sensible. Rgds.
realist1950
14/1/2018
19:09
“Could be a red hot short” Lol Amazing how some spend their time looking after others interests
dwall
14/1/2018
18:59
An interesting and sober report, dreamtwister (good post) which only serves to illustrate just how problematic and prone to delays such a roll-out can be - even in more mature, stable and relatively established western markets. It also points to the many twists and turns CYAN can expect in trying to implement this technology in the more unreliable and challenging developing markets they champion. As recently announced, there is already a delay on one of their flagship/large overseas contracts - not at all good when your cash-burn is running at such a high rate. The most 'recent' cash-call back in September does indeed seem like a distant memory. I can imagine half (at best) of that money is already burnt. Certainly a few million of it must have gone. The management at CYAN have often pointed to the 25m in revenues expected from UK rollout as some kind of 'underpin' but as we can now see it's by no means a given. Even this project is facing delays and now behind schedule....and now the cost of the project is to be investigated by the governments spending watchdog. Any announcement that the Government is changing tack, or dramatically reviewing it's roll-out targets and I think it will certainly impact CYAN's share price An interesting note / observation here is that recently a colleague had the misfortune of having part of his business affected by a fire. The fire (on a business park) burnt through a room which housed the electricity meters of 4 businesses. Since then a new location for the meters has been found and the electricity companies have fitted new meters. Not one of them were the new smart type (and two energy companies were involved). Just an observation. I think CYAN will win more 'business' but lets be realistic about the revenues achieved to date: contrasted with the rhetoric of the management the figures are just awful (more in line with a paid trial rather than the beginning of a meaningful roll out). The phrase of 'purchase orders received but not yet delivered' is becoming increasingly meaningless......payment is on delivery and many of the contracts are phased over many many years. H1 losses were running at almost £5 million and it will not be long before the company is forced to issue it's fy results. CYAN will fundraise yet again in my opinion - probably after a 'contract win' of sorts but don't be fooled. The company is a million miles from a proven business model, able to self fund without the need to return to the market time and time again. There will be spikes and uplifts along the way, but the downtrend is firmly established and with future cash-calls on the horizon don't be shocked to see these sub 10p again. Could be a red-hot short if the UK project is re-thought in any way or if projects in foreign territories face delays, or if business is switched to GPRS options. We will see what happens. AIMO. ADYOR.
realist1950
13/1/2018
13:14
hTTp://www.dailymail.co.uk/money/bills/article-5262757/Cost-rolling-smart-meters-investigated-NAO.html the data control system has not gone live yet ! goverment report conclude in the summer !
dreamtwister
12/1/2018
11:21
... and still no one is sacked. Luckily Cyan is a not for profit business or people would be sacked ;-)
lwaxf13
12/1/2018
10:14
Imagine what the bonuses would be if this wasn't at an all time low ;-)
mtw
11/1/2018
11:23
Ground effect!
skinny
11/1/2018
11:13
0.085p bid in old money. Not far from a new all time low or is this an all time low? I bet those who recently chucked millions into this are kind of having WTF moments as they watch this pitiful performance :-)
lwaxf13
10/1/2018
23:47
Lol!!! Completely unrelated. Very funny.
lwaxf13
10/1/2018
23:34
A completely unrelated video: https://www.youtube.com/watch?v=6zbsUtQL4nY
threadworm
10/1/2018
23:31
...and the options of course. Mustn't forget those.
threadworm
10/1/2018
23:29
...that's his pay you'll understand. Payment in kind. For services rendered. ..it's illustrative of his confidence in, and commitment to the company. ..Very reassuring.
threadworm
10/1/2018
23:27
....And of course his payment in shares. mustn't forget those...
threadworm
10/1/2018
23:27
..No..let's recap...my errors... ..the salary is £12,000 ..the bonus is £120,000 and the consultancy fee is £223,000.. yes, that's right...all correct and done.
threadworm
10/1/2018
23:26
Sorry my mistake....the consultancy fees are £22,300.
threadworm
10/1/2018
23:25
And the consultancy fees are £223,000.
threadworm
10/1/2018
23:24
Sorry, no my mistake, the bonus is £12,000....and the salary is also £12,000.
threadworm
Chat Pages: 905  904  903  902  901  900  899  898  897  896  895  894  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:43 V: D:20180118 23:44:01