Cyanconnode Share Discussion Threads

[cpap man] 31/12/2017 13:44

CYAN

22p

Reason: recent RNS's have been extremely bullish by the CYAN directors including director buying at CYAN

If they are right [and not full of BS] and some of these £100M PLUS orders start to roll in then 2018 could be a great year to be a CYAN shareholder

Some ifs and buts at CYAN - having said that CYAN could easily [on some of the above happening] be a star performer in 2018 with a 100% share price rise [and perhaps a lot more]

HOUSE STOCKBROKERS - FINN CAP have a share price target for CYAN of 125p

[lwaxf13] 30/12/2017 22:12

Only 1,785,714?!! What on earth is going on?!! Surely we need to maintain a reputation for share dilution on a biblical scale. This won't do. We need more and more dilution. It's the way to run world leading businesses :-). Are we still world leading or have any other companies knocked us from that spot?

A preposterous new year to all :-)

[threadworm] 30/12/2017 21:46

lol. 10th April? You're optimistic! :)

[dreamtwister] 30/12/2017 16:42

prosperous new year to all,

In addition it is expected that 1,785,714 Subscription Shares will be admitted to trading on AIM on or around 8.00 a.m. on 10 April 2018.

[inthetin] 30/12/2017 06:51

Sorry, you know what I mean.



ITT

[inthetin] 30/12/2017 06:45

Hi Iwaxf13

You're not wrong there.

Pot building up nicely in some quarters:-

hxxps://s3-eu-west-1.amazonaws.com/document-api-images-prod/docs/S8dtV1QNER3n0R9fE6dsmUgZopKWJ_l4bDBvpxXgmm0/application-pdf?AWSAccessKeyId=ASIAIDISWRFFSPRME2PQ&Expires=1514616156&Signature=J4D6SW8h3RpotmgIZvKK0OrWxI4%3D&x-amz-security-token=FQoDYXdzEMz%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaDD32%2FGNEcxTIfJjC%2FiK3A5edgMqQ72jnbk99npfhR%2FGlMclfZRmyA98fOx53Uu%2F9hMG0gaLaYIj2T4tcmxyKp4YR7C%2B%2FG1g4ZBsS%2F98PcKXQbpvIhNVk3mViM8SS8WegPL3R%2FH4MF7fwgVN3jaj0%2FtRBi%2F%2F6uzAibNFMwlKerQ8%2BgJtoMuQwflDHRYyb29hs91urxIwhJ%2F9cjPtiKUF%2F7o7%2BQCYn1r6N%2FFozzvNu8YwTJz9Xiz72k7DqBNc3e21V6FDx3giMEIDhOFu%2B6x%2Bv6HTmTbI7d3johOrzZbJwONVyIjHUJbR%2Ff7wgWSbFJ8%2FnxOqMsOKDGJE597rjkxVZjKbsXpiT%2BhgssEi6HvG9X7SK9dXRCHWX1Vuxe27dPLTSmEhiEPdURGNCx1oo5sDapq%2BWpIaopfxsyjbh5S%2B0crXdS2oHSmw8BgbvstXTi1fDe9Y3dtxvtN%2FO%2FpF4v9irXEtSwo3GJaptiJlSxuYBV5ZlxhqHNBerWPV0%2BRUAl08PlReoJfS2oN3LwFZDIiY3CvSGyRyBOHgKQWU0%2BY5dePEs%2F1pCLRNgOibPesM6KAHlM%2BDiKmUH6PSkvHSyru%2FShgztzA9hzgMoioqc0gU%3D

Happy New Year.

ITT

[last chance 191] 29/12/2017 16:39

Gotta laugh at the lse board it looks as tho someone is having conversations with themselves on two separate names which always appear together and no one seems to notice! Must really want it down to spend so much time on it? seems like a waste of life to me but hopefully they are making money

[lwaxf13] 29/12/2017 14:50

Nothing ever seems to go their way. Specialists in failure as someone recently very aptly described them over on the other board. That about sums them up. They can beat their drum, pump the stock with references to "best thing since sliced bread" but let's face it success is not Cyans forte. They fail. It's what they do and handsomely rewarded for it too.

[threadworm] 29/12/2017 11:25

...Given today's news The Economic Times, I'm surprised CYAN haven't dropped through 20p.

I interpret the news as cyan having missed out on a chunk of the Indian meter market due to GPRS (SIM in the meter) solution being favoured over CYAN's offering (mesh radio and SIM in the DCU).

I may have misinterpreted it but on the face of it, the news doesn't look good to me.

No advice intended and ADYOR etc...

[threadworm] 28/12/2017 10:21

Well, the selling continues, albeit light volume. I'm amazed the mm's were offering a premium to the quoted bid.

Love the rhetoric and energy of the management who are forever banging the drum but you can't escape the reality:

H1 losses running at almost 5 million sterling.

Hefty cash burn.

Purported delays in UK smart meter roll out.

Business model in no way yet proven.

Business, at the last count, wholly unsustainable without the support of further fundraisings (and by that token, shareholder dilution).

As ever with Cyan, until significant revenues actually arrive - banked - it's the case of jam tomorrow (and further cash calls).

Given years of dilution you can hardly blame the market for now holding back.

[lwaxf13] 21/12/2017 21:05

I would think the directors would love to be the hell out of this crock they are in charge of and just get their money back. Their low bar options should help them :-)

[threadworm] 21/12/2017 15:37

...as I said, lock in the profit imo. I have. Looks like it's coming back this afternoon ahead of Christmas.

Directors are not allowed to trade in or out of a stock close to any significant news anyway....

[lwaxf13] 21/12/2017 14:54

Happy Christmas everyone and let's look forward to another year of nothingness from Cyan. The world leading gravy train. Let's hear it for what has been another milestone year for cyan, a new all time low achieved. Long may the train keep rolling :-)

[ricardox] 19/12/2017 20:42

so that's a short position taken then?

as forward order books go, I'd say it wasn't bad and I work for a rapidly expanding co, with a 200m market cap.

[threadworm] 17/12/2017 22:01

yes...controlling the greed is key, agreed. some stocks one buys for the longer term of course but the reality is this approach has never paid at cyan. perhaps this is down the fact that they are an emerging tech company working in regions where the very roadmap is still being drawn up. many unknowns. The delays and inevitable r&d costs spiral. In a way, they came to the market far too early for it to have been a compelling investment case. But given the volatility of this 'journey' the opportunity to trade has been there...

just been reading this article from last week..

hxxps://www.cleanenergynews.co.uk/news/efficiency/government-set-to-review-smart-meter-rollout-as-scheme-enters-crucial-period

That tells you quite a lot about the uncertainties that can arise with emerging tech - and that's right here in the UK, with perhaps the most mature and established roadmap......let alone the task of dealing in countries like India...with all of the obstacles and uncertainties...

[gleach23] 17/12/2017 21:50

I've had some success trading in and out here threadworm so I'd tend to agree with you although it's easier to say with hindsight. What has worked for me here is keeping an eye on stock availability when the share price plunges for no apparent reason and when it's tight I've bought. I've then had some luck in that directors have bought stock just after me, both in the summer and this month, but I've then sold for decent short term gains without being too greedy.

[threadworm] 17/12/2017 18:44

not till next year imo

suspect slippage on delivering orders in H2 (and thus getting paid) - have posted on the other thread reasons why...

[hamidahamida] 17/12/2017 18:40

Should get trading update soon

[threadworm] 17/12/2017 18:15

if a profit is there....take it....esp in the case of cyan.

[lwaxf13] 17/12/2017 17:10

No need to trade in and out when investments come with free low bar options that can be repriced to safe guard against any personal loss. Nice investing model. I hope it catches on for Joe Public trader. I'll have some of that myself :-)

[threadworm] 17/12/2017 13:03

dont post much but my 2p worth..yes perhaps slippage on delivering orders in h2....just read the h1 report which was released in mid seprember - 3 months into h2 - and even there jc is saying " We believe that deployments, which are set to commence during the second half"....so still talking of a future date despite being half way through the period. Much earlier in the year he was talking of order delivery imminently as the co. moves INTO h2. so looks like they are squeezing every last opportunity for revenue from h2 to arrive before saying anything....

As at today..17 December, I do think order delivery is beginning happen or 'about to happen' - as they recently said - but somewhat delayed. So FY figs when combined with v weak h1 (c. £5M loss) may well sour things..

Holding on to stock has never been the right option with CYAN. fact. graph bears that out. Everyone and all who did that will have lost out. You have to be 'active' here and be prepared to trade in and out and lock in profits when they are there. That's what I have done anyway and am not out of pocket as a result. Each to their own approach tho..

[hamidahamida] 17/12/2017 10:25

John Cronin commented: "The CyanConnode order book has grown very significantly this year to $100 million through new contract wins in multiple territories. With several of these contracts now in, or about to enter, the delivery phase, we are in the strongest position in the Company's history. I am pleased to further invest again to add to the substantial share purchases I have made since my appointment."Simon Smith commented: "Having completed a GBP8.6M fund raise only three months ago and with customer payments on existing contracts now starting to flow, I was surprised to see the share price fall last week. I decided to again demonstrate my support to the Company, and our commitment to deliver a strong result for all shareholders, by purchasing more CyanConnode shares in the market."

[hamidahamida] 17/12/2017 10:24

Harry Berry commented: "When I moved from Non-Executive Director into an Executive role as COO in July, we recognised the importance of converting the order book into successful customer deployment projects and this has been my primary focus. The order book has now grown very substantially since then and shareholders should take comfort that this will provide CyanConnode with significant revenue growth over the coming years together with a corresponding creation of shareholder value."

[hamidahamida] 17/12/2017 10:23

Directors are piling up before the takeoff