Cyanconnode Share Discussion Threads

[realist1950] 01/2/2018 08:18

The upside is if something extraordinary happens, like a major cash generative deal. But given that CYANs model is to transition away from initial hardware sales into instead to achieve revenues over a period of time, via licensing of software (3 - 10 year deals) I personally do not think any initial chunks of money (for hardware) arriving at the company will be sufficient enough to ward off another fund-raising.

I might be wrong of course.

But people will have to decide in the meantime whether they want to bottom fish this one in the hope of something big happening.

Personally I prefer to let them prove it first and then buy, with risk reduced.

Other people may wish to propose a bull perspective. Other threads are available!

LSE has several people encouraging each other to buy week to week.

[realist1950] 01/2/2018 08:14

30, 50 and 90 MA lines point the way imo.


free stock charts from uk.advfn.com

[realist1950] 01/2/2018 07:51

I think without any news relating to significant revenue generation CYAN will drift to breach 10p....although I concede there may be a few spikes or areas of uplift before the stock gets there.

10p would equate to a market cap of around 12 million, which to me at least, feels more sensible in relation to the volumes the company is actually selling. Remember that cash burn continues apace too. Currently cash levels are about £4.5M (my estimate only - may be more, or less) so if no decent sales have come in by April, it will all but be depleted.....unless they review their spending. Paying their director's hefty (imo) fees in shares wont help, as we've seen, because considerable cash is taken from the business to facilitate their purchase (no shares in reserve or treasury I believe)

Remember 2016 FY loss was c.£7.5 million, and in 2017 we already know that H1 results showed a loss of almost £5 million.....so the company looks as though it may be about to turn in it's biggest loss to date.

And if no significant revenue is achieved imminently I think the company will place before April / May.

Going purely on past form, if the company does indeed need to place again, I would think they will aim to issue something upbeat prior to stimulate interest.

Just the way I'm calling it. I may be wrong of course and others may think differently.

The less risky way is to let CYAN prove it's business model FIRST and then buy into a thriving, growing company that is generating cash (both from initial sales and recurring software licenses). Albeit that will be at a higher share price, but with much of the risk then vastly reduced. If the target markets are are 'oooge' as the CEO lauds, then there should be ample time to jump on and enjoy some of that growth / success.

In the meantime, I see it as being incredibly uncertain and all bit of an AIM gamble imo.

AIMO. ADYOR.

[realist1950] 01/2/2018 07:47

Chart say's 'no', greenelf. (imo)


free stock charts from uk.advfn.com

[greenelf] 31/1/2018 15:40

Maybe it is time to bite the bullet and rebuy..

[cancun tango] 31/1/2018 15:23

I bit the bullet and sold. It's now down 33% since then!

[dreamtwister] 31/1/2018 14:57

cancun tango
29 Jan '18 - 10:53 - 1993 of 2035
0 1 0
The picture looks to me like a disgraceful multi year destruction of wealth. And sill people cling to hope here. mental

cancun tango
29 Jan '18 - 22:30 - 2000 of 2035
0 0 0
Hi STAV

Hope you're well. I decided to bite the bullet here recently. It's down 25% since I sold.

[cancun tango] 31/1/2018 14:01

You should all listen to old wotsit1950, he/she knows a bit better than most what he/she's talking about.

[greenelf] 31/1/2018 12:40

Of course the fuddy duddy pre internet codger has an agenda. Laughable.

[cancun tango] 31/1/2018 11:16

Knock it off now realist, look what your comments have done to the share price It's all your effing doing, nothing what so ever to do with the fundamentals here. This is a effing fantastic company, just clear off won't you and then we'll see an uplift. Hopefully

[realist1950] 31/1/2018 10:35

dwall - the fact that you're deluded over my identity makes me question your judgement elsewhere.

Anyway.

Have a good day.

Rgds.

[dwall] 31/1/2018 10:32

davep4

Here, here!

Thats my hope based on looking at the company over a very long time too.

Steady you'll be accused of irrational thought by Nick the accountant who is short like hell from Wales!

lol

[realist1950] 31/1/2018 10:31

davep - there's a lot of hope in there.

If you want to invest on hope, that's fine.

[johnwall] 31/1/2018 10:24

realist1950 - of course it's your right and prerogative to post whatever you like, within the law. Your initial complain, which initially led me to respond, was that no-one here would engage with you.

Having now engaged with you, it seems to me that all you seem to be saying, IMO in a rather long winded way, is that -

1. CYAN is a high risk investment
2. It's trying to make inroads into difficult markets
3. It's still not cash positive
4. It might have to raise more money
5. The management are well-remunerated

Speaking for myself, at least, I'm very well aware of all those points but thanks for your dispassionate and disinterested concern for CYAN shareholders who might be less insightful than yourself.

[davep4] 31/1/2018 10:19

Hopefully, (i) the delayed cash arrives very shortly, (ii) win 75% of tenders in the next 9 months, (iii) don’t need to raise cash until the end part of the year and (iv) sold next year to a trade buyer for 100m+. Not too much to ask.

[realist1950] 31/1/2018 09:53

Johnwall - there's another one.

Apparently I'm called Nick now.

Complete fiction.

Why don't they instead drill down into looking at the business?

Have a good day.

[realist1950] 31/1/2018 09:53

johnwall -

A very good example of the outspoken bull, shuttering out rational dialogue I mentioned above can be seen on the LSE this morning: poster 1967SWB911S.

That post is pure, pure, pure fiction and bears no relation at all to reality. I can tell you it's utterly delusional.

This is what I refer to as morbid fascination.

Apparently the share price is on it's backside because of me and I'm working for some firm. It's complete fantasy.

The blinkers are so tightly in place has he/she not paused to look at the realities of the business, what its costs are, what it's bringing in.....not to mention a major fund selling out?

If a company is healthy and it's prospects good the share price will follow.

Cyan has dropped for a long time and this is because it has issued shares, spent a lot and failed to earn much.

This is the harsh reality but instead of that, the best that person can do is invent a conspiracy.

Regards.

[dwall] 31/1/2018 09:47

Realist 1950

Or perhaps I should say Nick!

How’s life in the valleys this morning?

When you gonna start closing your short we’re all wondering?

[realist1950] 31/1/2018 09:33

johnwall - - because it's my right and prerogative.

I love the markets. I love analysis and I love the challenge of predicting future events for any given company....whether they are ultimately good or bad.

I have been in the markets since pre-internet days and I have followed CYAN like a hawk since it floated.

I have seen it drift and morph in its intentions from one thing into another and under multiple management personel.

In fact, I know the company and understand the realities of it better than many a 'shut down', outspoken holder. I have also watched waves (almost generations now) of holders arrive here with fresh hopes, turned on by the words of rhetoric-rich CEO, only to see them turn bitter and dismissive of any bear perspective....and eventually, for the realists among them at least, to see bull turn bear.

It's this (sometimes) morbid fascination of observing the market - and in particular those who play with it, and sustain it, and sustain individual companies that retains my interest in certain businesses, regardless if I'm ever going to buy into them or not. You could say there is an element of theatre in watching it unfold and, it's interesting to see if ones thoughts were proven right or wrong; very useful in the continued learning process.

Of course, In the meantime I trade elsewhere and make a good living.

Like or dislike what Cancun Tango says, he/she has been absolutely right. And they have been observing CYAN for many, many years. I have seen him/her 'shut down', shouted off threads. But ultimately they have been right.

And no, we're not the same person.

It's interesting that bears are often accused of deramping even though, more often than not, they offer reasoned and rational points to support their view. Because they do not hold, they write saying what they think will happen, not what they necessarily hope will happen.

I maintain that it's easier to keep a clearer view of a company when one is not financially committed and for this reason, internet investment bb's should learn to tolerate such posters.

I haven't seen a reasoned and compelling bull post for cyan, with any decent analysis, for some considerable time.

Anyway.

Regards.

[lwaxf13] 31/1/2018 08:53

I see our very own hapless PM is on a jolly to China. I can think of no one better qualified to lead any representation or negotiations on behalf of the UK than our dithering, appeasing PM. Hope she mentions CYAN to the Chinese. The next INTEL :-)

[greenelf] 31/1/2018 08:42

I just had a smart meter installed for free last week. It is great, replaces the 1970's old meters I had. No more manual reading submissions for me.I think CYAN has been oversold to this point. Seller now gone, delays news digested. Yes, the company has issues and a LOT to prove. BUT they do have contracts and a healthy order book and cash currently. I think this will go up in due course, but may have one more retest of bottom? Any good news (eg new contract) from here on will boost the downtrodden share price

[cancun tango] 31/1/2018 08:05

Excellent summary realist.Based on previous, I'd expect the delayed customer order to be quietly forgotten. I take the lack of any reassuring noises on iran revenue to mean the same there.in the UK, the Times link I posted earlier in the week shows how unpopular smart meters are here.  In my experience, these articles are used by govt to foreshadow their intentions.  The anticipated savings aren't there for the consumer, I expect the rollout will be curtailed. All told, its no wonder we're at 0.7p old money. My estimate on burn was slightly more than £1m/m, so placing end of April, wonder at what price? For some reason,  masochism maybe, long termers here are a viciously loyal bunch.  By pointing out the weakness of cyan as an investment, you'll get the anger directed at you that should rightly be aimed at the BOD who have repeatedly and continually let them down over the years.  Good luck with it though, you might save a few people some dosh