Cyanconnode Share Discussion Threads

[gleach23] 14/9/2017 17:37

anyone have any idea when the Interims announcement might be?

22 Aug last year

[yump] 13/9/2017 09:27

That's not what they said in the acquisition announcement. They mention Connode sales since 2006, the possibility for new territory growth etc. Presumably as a justification for the purchase. There is a mention of acquiring standards, but its not detailed.

£7mln is a lot to pay if its just for IP - unless they've explained that value somewhere later ?

[davep4] 13/9/2017 00:14

SBP - Cyan didn't buy Connode for the order book, it was for the IP.

[dreamtwister] 12/9/2017 20:56

implant the cyan chip up the rampers a#### and when it is ramping artificial intelligence the signal goes back to the cambrigde not-spot warning a surge in share trade volumes,so the cyan bod can issue more shares to supplement the demand,then sell your holdings on the spike & take advantage of capital gains exemption on nothing !

just a thought !

[lwaxf13] 12/9/2017 17:18

Other uses for the tech. You have to laugh out loud. They clearly have the global smart meter market saturated so now to focus on other uses.

Seriously though with all the self promotion where is the money befitting such a world leader? What they lack in money they make up for in PowerPoints ;-)

[dreamtwister] 12/9/2017 15:05

the article highlighted other uses for the tech !

[rochdale] 12/9/2017 14:54

I suspect that has been placed by Cyan.

[lwaxf13] 12/9/2017 11:06

When it comes to cyan I am 100% cynical about everything they say and do. The cynic in me wonders is that page 2 piece 100% independent or did Cyan have a hand in writing it and/or somehow pay for it?

[chezt] 11/9/2017 17:41

Dreamtwister: Excellent find - keep up the info!!

[yump] 11/9/2017 17:19

SBP

Perhaps they'll break down how these orders are likely to come out as revenue at some point. I'd have more confidence then. I am out atm as had not done enough research on first purchase, although impressed by the tech. and orders, so cashed in and struggling to get an idea of actual revenue visibility vs order book. I thought they've give some guidance by now - went looking - couldn't find any.

[multibagger] 11/9/2017 17:13

Check out the August edition of

hxxp://www.indiasmartgrid.org/newsletter.php

Page 2 has a write up about Cyan - looks like an advert/technology placement but does not specify it as such. Interesting to see that we are adding health, banking, weather, environmental sensors etc to our product portfolio and applications.

Good luck all :)

[lwaxf13] 11/9/2017 16:41

lol - you hard work ramping this share?!! I would hate to see your ramping on a bad day ;-)

Keep up the ramping.

[stupidboypike] 11/9/2017 16:13

yump, I don't believe they bought Connode for the historical sales, rather the forward order book and the technology.
e.g.:-

"The order book, representing the value of purchase orders received but not yet delivered, grew significantly over the six month trading period from GBP13.0 million to GBP20.1 million, which is in addition to the expected GBP25.0 million of software licence and support fees from the UK smart metering contract."

Best regards SBP

[ny boy] 11/9/2017 15:59

Yawn, ignore the noise, happy accumulating, I was told to buy by a shrewd old owl down at Canary Wharf.

Patience required, will check back on progress before Xmas.

[yump] 11/9/2017 15:37

I guess I don't buy it. If that transition was planned at the time of taking over Connode, then the Connode model was in effect legacy and Cyan paid excessively for a revenue that was certain not to happen.

[dreamtwister] 11/9/2017 14:26

read page 2

this has been hard work ramping this share, as i was running out of good things to say !

[stupidboypike] 11/9/2017 10:36

yump,

Here is the management explanation:-

Revenue for the period was in line with management's expectations at GBP0.6 million as the revenue mix transitioned from low-margin third party electricity meters, delivered to a specific customer in India in the corresponding period, towards the more regular revenue mix of CyanConnode hardware, software and professional services.

You either buy it or you don't. I continue to give them the benefit of the doubt.

Best regards SBP

[yump] 09/9/2017 12:47

"Junk that's posted."

You can't filter yourself can you ?

[multibagger] 09/9/2017 11:01

Hi Sabre6 !

I am delighted with your success with IQE and long may that continue. With regards to IQE I did not act at an earlier point - was on my radar from the 18p range and to my loss - never mind as there is plenty more to come ! Nevertheless,I have made amends and taken a little over 210k shares in IQE and comfortably into 5 figure paper profits now. My £ stake in CYAN is much bigger and I fully anticipate it coming good and the trolls on the thread are no deterrent to my own experience or decision making !

Have some posters on filter so I don't know and hence don't respond to all the junk that is posted...

Good luck and enjoy your weekend :)

[davep4] 09/9/2017 08:54

Yes the facts speak for themselves.

[davep4] 08/9/2017 23:54

With regard to India, I believe Cyan is partnered with 4 out the 5 approved smart meter manufacturers so their tech should be in the majority of the 35 million meters being rolled out by 2019.

[sabre6] 08/9/2017 15:43

Funny you should say that as I purchased shares in IQE at 27p several years ago and 14p on latest rights issue and am still holding.
I hope you are right

[dreamtwister] 08/9/2017 14:12

low volumes t/day with a stagnant share price ! just a taste of what is to come when the consolidation rot sets in,but our savvy bod can exercise their low ball options whilst the pi has a blood transfusion

the focus cyan has been india electric smart meters.but the iot is gathering a fast pace in the world of technology,in regression cyan rose from the ashes of cylux smart lighting and had healthy order book from china,but sadly they had all their eggs in one basket and the share price cracked,a repeat performance could happen,




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