Cyanconnode Share Discussion Threads

[bilbosenior] 10/4/2017 15:33

Whoops! Sorry multibagger, poor spelling on my behalf, spelt your nom de plume incorrectly. See 7 of 9

[multibagger] 10/4/2017 14:01

Thanks guys...

With regards to CYAN...I feel that the next couple of years are going be very big in terms of growth and credibility....so I have acted accordingly :)

Good luck all :)

[lwaxf13] 10/4/2017 13:34

Has cyan seen a penny from Iran yet? Are they likely to see a penny? All these deals look great on PowerPoints but if the cash is not in the company bank account then I remain 100% cynical that the money will ever materialise. One would think that with sterling at lows that there must be an incentive cyan could offer these "customers" to pay in advance then call off the product/service.

[dreamtwister] 10/4/2017 13:19

middle east tensions iran backing syria/russia will the west impose santions on iran ?

[lwaxf13] 10/4/2017 12:56

Let me get my sombrero ;-)

Whatever it is people think is going to happen here it isn't going to happen IMO. Look at the pathetic history of this company and the shameful award of low bar options. This is IMO not one for widows and orphans unless you like PowerPoints and brr productions.

[dreamtwister] 10/4/2017 12:16

whilst on holiday,i raised a question about india & smart meters to the curry house owner,he laughed and replied on the other side of the equator & in my country we have a lot more sunshine and daylight hours, why would we need a smart meter when we can have a solar pannel and the sunshine is free ?...but i replied it will be accomodated with smartlighting & smart meters for the internet of things for smart city`s.....my friend he replied tata power are building solar micro grids and the streetlighting will be powerd by solar.

and t/days rns informs us the shares issued was not brought on the open market,so mates rates it is in eis

[stupidboypike] 10/4/2017 10:54

Nice work multibagger. Keep thinking about adding here but really i'm fully loaded for a small company like this. I really do like the prospects over the next few years though.

Best regards SBP

[bilbosenior] 10/4/2017 09:57

Thanx mulitibagger.

[lwaxf13] 10/4/2017 09:51

I shall keep this board active with only positive comments about cyan in which case there will be very little to write about on here ;-)

[lynxboy] 10/4/2017 07:16

Well at least the inevitably more likely war between USA and Russia, given the characters involved, will provide a sideshow whilst we a e waiting! Very troubling times with our present main players, the share price will be the least of our probs should they not get it sorted out fairly soon!

[multibagger] 09/4/2017 19:04

Thanks guys :)

Let's hope so lynxboy !

[lynxboy] 09/4/2017 17:08

thanks for a good thread Multibagger, nice to have everything in one place,lets hope it matches your username!

[bscuit] 09/4/2017 16:52

Good idea, given yet another change of USP.

[multibagger] 09/4/2017 16:00

Started a new thread to link in RNS feeds and embed relevant/recent videos.

Also to capture the subtle but important shift from smart metering to narrowband RF solutions in the context of Smart cities and IoT.

Good luck all :)

[multibagger] 09/4/2017 15:56

Premier Miton Gervais Williams 23 Jan 2024: 16:50 min onwards

!YOUTUBEVIDEO:Rdk7az1bdqo:

Latest Investor Presentation 01 Aug 2023

!YOUTUBEVIDEO:UO8BQTWhbn4:



Smart Metering in India : A Critical Assessment Revision Oct 2023






Key Points as of 17 April 2024:

* Market cap is about £ 27 million currently

* FY end March 2024 unaudited ("materially exceeds market expectations" RNS out on 16 Apr 2024)
* FY end March 2025 expected revenue is about £35m (about 12 months time) - 80% revenues in the bag already

* Board of Directors have decent skin in the game

* Exec Chairman John Cronin has a track record of 5 exits with $600 million returned to share holders

* CYAN has won about £24m/$30m in orders won in calendar year 2023 with 60% revenue to be recognised in 12-18 months.

* A further about £18m/$22.5m in orders in calendar year 2024 RNSed so far - Montecarlo, Thailand and Intelllismart

* CYAN currently has about 25% current market share in India and 40% contract win rate in Tenders with 25% volumes

* Order pipeline in India : 6.6 million units = approx $103 million or £82.5m

* Backlog yet to be delivered in India: 3.8 million units = approx $59 million or £47.8m

* Currently bidding for about 178 million units in India - multiple shots at goal

* Each unit (smart meter) is worth about £12.50 to CYAN over the typical ten year life of the contract.

* Also already operating in Dubai, Abu Dhabi, Thailand, Sweden, Finland, Nigeria and India.

* Acquisitions in the sector such as previously AIM listed Calisen (CLN) and Smart Metering Systems (SMS) have been at over 50% of share price premium

DoI: I am an optimist and an investor with very long investment horizons and decent sized positions in the companies I invest in.

I have been invested in CYAN since 2016.

Good luck all !

[multibagger] 09/4/2017 15:09

If anyone is interested...I have set up a new CYAN thread with RNS feed and relevant/recent videos embedded :)



Good luck all :)

[multibagger] 09/4/2017 14:42

!YOUTUBEVIDEO:PE3ytd_gnqQ:


!YOUTUBEVIDEO:j8ol6TVhyas:


Company Website:

Major shareholders:

[lwaxf13] 07/4/2017 23:23

Or put another way "in effect you can be rewarded for taking the share price down circa 50% from where it was the day you arrived". I wonder what criteria they use at cyan to measure success ;-)

[multibagger] 07/4/2017 20:33

All of us who have been in the market long enough - have had our share of "dogs". That is life. That is reality.If your timing is bad in entering or exiting a stock, then tough. Even the likes of Buffett and Soros have had their dogs/made the wrong calls.

I have lost £100s of thousands of pounds on the market, but made a lot more from the lessons I have learnt. Being bitter about it won't change a thing other than make you unwell.

Reflect and learn from the lessons and move on. If you don't like a stock or can't trust the management, sell.

I have learnt not to buy into tech companies until they are derisked. To me that de-risking of CYAN occurred in April 2016 after the Iran order. So after being on my radar for a few years, I piled in. I am in the rose tinted camp.

Each to his own - nobody forces anyone to buy, hold or sell. You make your investment decisions and take the risk as in any other walk of life.

Good luck all !

[stav5001] 07/4/2017 19:39

Talk is cheap.

I was a hard-line LT CYAN fan, now I am a reformed ROSE tint, so I am with IWAX until I see some real money!

"So in effect you can make money by failing to get the share price above where it was the day you arrived. Nice work if you can get it. Where do I sign up for a job like this where I can set the bar so low that I should make money?"

The Dilution at CYAN is on such an epic scale it deserves a regular mention, surely Consolidation must come soon, before we can no longer comprehend the interstellar numbers.

Nice to buy in on those terms!

If we really do get bought out in future, who will really benefit, will it be the Pi's who paid and made it possible for CYAN to get to that point?

[emptyend] 07/4/2017 00:09

Hi Bscuit,IMO it is very largely a smaller company issue. This situation is relatively exceptional, I think......there are not many businesses where NEDs can add material value through deal-doing, but I do think this is one. I also think that the quantum of the options isn't massive and the conditionality isn't unreasonable.As you indicated, the important point is that the company really may get somewhere if they can leverage all the talents and contacts.......and if they can't harness them, they may fail to get to the tipping point the company needs to reach.re dilution, this is always an issue - until the point where shareholders can see the payoff. I'm a NED elsewhere at a company where (mostly for execs) there was a big options award 10 months ago (after years of no incentives) and, since then, shareholders could have made nearly a seven-fold gain. Strangely there have been no complaints in recent months about dilution......;-)

[bscuit] 06/4/2017 23:51

EE,

I agree that my view is probably too theoretical for a small company and that the directors have worked hard , especially by taking share based remuneration, tho' I know from conversation with one director that they have had grief over the dilution issue.

I'll be happy if they really get somewhere and I can take significant profit at very long last as now looks a better prospect than for many years!

[emptyend] 06/4/2017 19:45

Bscuit,From my knowledge of this company and its NEDs, the NEDS are not seen as salaried milk-monitors. Instead they are seen very much as deal-doers, bringing their skills and contacts to help the company position itself as a market-leading "must-have" in its tech space. The Connode deal is a case in point - and the NED most involved has followed his initial investment with fresh money.It is wholly appropriate for people who are expected to do value-added deals to be remunerated with material equity. If you set the bar for getting the equity too high, then the behavioural consequence will be one of two things: taking on too much risk - or not busting a gut to progress the company. Neither are in shareholders' interests.