Cyanconnode Share Discussion Threads

[stav5001] 18/1/2017 19:43

Keep going guys, CYAN needs new blood!

The old guard are exhausted, too many trips down the back of the sofa to top up.

[lwaxf13] 18/1/2017 18:23

Early stage? How many years are people prepared to give this lot? Seriously if I could get paid as much as they do for non delivery I would jump at a job like that. If their current performance is an indicator of the future then this company is ... IMO,

[zengas] 17/1/2017 20:36

For that matter look at Asos - floated at 20p in 2001, dropped and stagnated to 2-3p.

There was a core of stale investors who said it would never come good. Internet business selling fashion etc and would be beaten by any number of the big high street outfits who would develop their own sites having mega multiples of ASOS' cash to beat it into oblivion or be trashed by Amazon and more than easily replicate their business model.

I bought in at close to the lows and sold after holding for a long time when I made a few pence/share on it but the level of negativity from the 20p buyers was enough to put anyone off and played a big part in me not holding longer.

It did nothing for 4 years other than drop from its 20p listing to 2.5p before climbing to £70 (no consolidation of any kind) in it's first 11 years.

This is a multi billion pound revenue segment and still gathering momentum.
There are other competitors. We've won orders and if we can win one for £10m I believe there's every possibility we can and will win more of that size and much larger. These kind of stocks are ones to be ultra patient with. You only have to see the UK delays in meter rollout never mind India or further afield in terms of volume so there's much that is beyond the company's control imo.

[emptyend] 17/1/2017 19:38

Tesla spent about $500mn and ten years making losses before they earned their first quarterly profit. Their shares flatlined from IPO to the point of their first profit, then went from $20 to $270 in the next 18 months - despite immediately lapsing back into another three years of losses.I don't expect that scale of move here......but if and when 2-3 decent orders get strung together, then there will be a major re-rating. They have enough "irons in the fire" to do this.....as you know, they've had plenty of trials....

[dreamtwister] 17/1/2017 17:56

April 11th, 2011, 04:07 AM
Re: CYAN -Cyan Holdings

Significant Initial Orders in New Territories

Cyan Holdings, the integrated system design company delivering mesh based flexible wireless solutions for lighting control, utility metering and industrial telemetry, is pleased to announce two new orders that will see Cyan's 'CyLux' lighting control systems installed in two new geographical regions and market segments for the Company.

As part of today's agreement, Cyan has received an initial order for 10,000 units of CyLux, which the Company understands will be installed in a new vapour sealed HID lighting product to be used on gas and oil installations in India and the Middle East.

In addition, Cyan has received the first order for a CyLux installation in Europe. LED lighting, monitored and controlled by CyLux wireless lighting control systems, is to be installed into a road tunnel in Italy.

CyLux is suitable for new lighting installations or can be retrofitted to existing systems. Indeed, through two of Cyan's partner companies, CyLux modules are being installed into ballasts for HID and HPS lights as well as drivers for LED lights. This eases the adoption of CyLux monitoring and control for lighting manufacturers as they can now simply install 'Cyan-Inside' ballasts or drivers to make CyLux enabled lighting products. The Company believes this factor will lead to a rapid rise in CyLux shipments.

Kenn Lamb,CEO, Cyan commented:
"These customers are installing our products within early stage projects and we expect high levels of follow on orders as their projects unfold. Initial orders, therefore, represent a small fraction of the much larger opportunity with each new customer".

"Today's announcement is significant in that it is taking us into new world markets beyond our existing reach as a business; principally Asia. It is pleasing to see our hard work leading to expansion into other geographical regions, which could well be the turning point for the Company".

[dreamtwister] 17/1/2017 17:27

EARLY STAGE GROWTH COMPANY ? take note of the date ! footprints in the sand !

29 December 2009

Cenkos forecast Cyan (CYAN.L)

2010 to be breakthrough year Cyan’s recent trading update has been largely overlooked by the market despite its very positive message. Having waited so long for the company to deliver volume orders we understand the market’s scepticism but we do not share it. As detailed in Decemberâ̈́4;™s statement, Cyan’s products have been in field trials with a number of very significant potential customers for more than a year.

Encouragingly, Cyan’s solutions are delivering the promised component savings and meeting the technical specifications in every case. The company has successfully completed c.10 field trials and we believe that the weight of evidence has now built to such an extent that volume orders are highly likely. The great difficulty is in predicting the timing of these contracts. The announcement that Kenn Lamb (CEO) and John Read (Ch) both added modest amounts of stock to their holdings yesterday suggests that the team remains confident of a positive outcome in 2010.

Sufficient cash resources
We believe that the funds raised in November 2009 (£1.8m net of expenses) provide Cyan with enough cash to cover c.18 months of cash burn in the absence of meaningful volumes. We are optimistic that material orders will be received well within this timeframe. Furthermore, the tie up with Future Electronics announced in July 2009 has transformed Cyan’s financial and operational credibility with the companyâ€;™s pipeline and gives us confidence in Cyan’s ability to deliver upon orders once received.

Pipeline
Given the difficulty in predicting the timing of contract announcements, we are yet to produce forecasts for the company. We envisage issuing 2010 estimates after Cyan receives its first meaningful order.

That said, we have included the table below to demonstrate the magnitude of the opportunity faced by the company:

Market Prospects 2010 Gross Profit (£m) Prospects 2011 Gross Profit (£m)
Metering ..........3.0m.............9.0.............7.5m ..........22.5
Demand Control ....1.5m ............4.5.............3.0m ...........9.0
Street Lighting ...2.5m.............7.5.............7.0m.......... .21.0
Source: Cenkos securities estimates, company data

As the table demonstrates, Cyan has a visible pipeline of prospects that amount to c.7m units for delivery in 2010. We believe that gross profit of $3 is feasible per unit. Against annual running costs of c.$4.0m, there is clearly the opportunity for Cyan to become materially profitable on a monthly basis during 2010. Cyan is only capitalised at £12m which offers significant upside given the opportunities above and the high operational gearing. Given up to 18 months of cash, we believe that the rewards far outweigh the risks at current levels

[stav5001] 17/1/2017 17:07

At this rate the bod will be of retirement age before this finally takes off!

And... They are not the only ones!😂ԅ17;😀

The only big numbers we have had announced here over the many years are the exponential increase in issued shares as LTS are diluted out of existence. At least this one area where it seems the sky really is the limit!

Sooner or later there will be an inevitable and very large share consolidation, and that rarely bodes well on AIM.

Empty, you may be lucky if you invested at such a Low SP, but for LTS it's just our pockets that are empty.

Wax on! I like your commentary!

[lwaxf13] 17/1/2017 16:47

Early stage growth company??? Lol - are we talking about cyan? how many years does a company need to be in operation to fall under the definition of early stage? Do you really think the growth label applies to cyan?

[emptyend] 17/1/2017 15:31

No early stage growth company makes money initially, especially those that are developing technology. The "no revenue, no profits, constant dilution" argument can be levelled at them all. Of course some companies never turn the corner. But many do - and prosper mightily..........but, by the time they do, the investment opportunity has usually disappeared.My advice is not to listen to what the board says......but to watch what it does. Taking shares instead of cash is a good indicator I think. I suspect the corner may be turned this year.

[stav5001] 17/1/2017 07:46

Yes the posts are negative, but also the bitter reality of LTS of CYAN.

Our "hard nosed" brusque CEO was appointed to bring a sense of reality to CYAN, rather than The late Kens hopes and aspirational dreams. Well we now know how that turned out.

Perhaps we should only consider pilots with companies that actually want to implement instead of acting as free R and D facility for people that are playing around with the idea. We have been hung out to dry more than once and guess who is paying for it. I know I have never been given free options for sticking it out.

[dreamtwister] 16/1/2017 23:07

the truth hurts when somebody has a different view,the tarts in blue frocks gang bang with the power of tick down"type finger shaking"but they dont defend with a reply just shoot the messenger,if you do not like what is typed scroll on by...simple !

new investors doing their due dllligence observe, fact & fiction,

impo i would not recommend this company until orders with substance,consolidation of share`s plus further placings.are out of the way!!!!

long term holder cgt exempt on nothing,yes one day del boy one day ?

[lwaxf13] 16/1/2017 21:17

Which bit of massive share dilution, a lack of sales, relentless operating losses, no return for shareholders is drivel? The facts are what they are. This company does not make money, it burns through cash, it dilutes.

Please someone post why this is a good investment and please nothing about potential this and potential that and trials here and trials there and what great sales people they have etc. Where is the money??? That's all that matters.

[spike_1] 16/1/2017 19:57

emptyend a really excellent post - thank you.

Best wishes - Mike
p.s. I've been investing here since (?) can't remember but if I recall correctly, the max price I paid was around 21p a share.

Ho hum ;0)

[dwall] 16/1/2017 19:25

Iwaxf13 promised to shut up but he still bangs on with his relentless drivel unfortunately

Zzzzzzz

[multibagger] 16/1/2017 17:40

Good post emptyend - I use the filter button so as not to have to read the utter drivel of some disillusioned and seriously embittered investors. Sell up or shut up is good advice !

Pertinent points re director taking shares instead of salaries - a very strong vote of confidence. I am quietly confident as I have a 3-5 year time frame and came in only in April 2016 after the announcement of the Iran deal, which I feel de-risked the share considerably. Then we have had the Connode deal - another cracking deal.

It'll come good IMHO - but as you say some people may have been "sectioned" by then...

Good luck all :)

[cpap man] 16/1/2017 12:36

Strange thread this one as nearly every poster is FILTERED!!!!

[runthejoules] 16/1/2017 12:18

Up again today. Anything in the wind or could I just use this an excuse to sell at a smaller loss?