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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Cyanconnode Holdings Plc | CYAN | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
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|---|---|---|---|---|
| -0.25 | -2.22% | 11.00 | 09:07:04 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 11.25 | 11.00 | 11.25 | 11.00 | 11.25 |
| Industry Sector |
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| TECHNOLOGY HARDWARE & EQUIPMENT |
| Top Posts |
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Posted at 18/1/2025 11:45 by gotterdammerung hxxps://simplywall.s |
Posted at 04/12/2024 07:23 by multibagger Good morning TF and all :)It has always been about the "macro" picture - as in investing if one gets the macro trend right, you de-risk very significantly. "A rising tide lifts all boats" and all that.... for me the biggest macro trends relating to CYAN are 1. India - the most populous country on earth currently estimated 1.4 billion and growing, average population age is around 28.4 yrs. Much more protected from global geopolitical headwinds due to massive domestic market. 2. India is by far the biggest digital services leader/provider to the Global South and is rapidly ramping up its presence and offer - again a couple of billion people and new markets to go after 3. Smart metering as a concept - underpinning the gas, electricity and water sectors 4. Energy underpins and is a foundation stone for economic growth which is happening at a much higher pace than in the "west" and water is one of the major determinants of life A couple of observations from the recent GIC deal to take a majority stake in Calisen 1. The big 3 (Blackstone, Mudabala and Goldman - no mugs themselves !) bought CLSN for circa £1.4 Billion in early 2021 and have now sold it for about £4 Billion....so quite a RoI to say the very least. It could be that the former CLSN has significantly grown as a company in the interim to justify the huge uplift in valuation but that seems unlikely as smart metering rollouts are typically slow. I think that there is a big "financial goodwill element" priced in for GIC to establish a bigger footprint in the energy smart metering sector. Bodes well for our CYAN India AMISP business and valuations. 2. In terms of ballpark valuations per smart meter (end to end including meter, hardware, comms and entire software platforms ), I don't think we can extrapolate at £220 to India as it is at a different price point. From Industry sources, I hear that AMISP bids are in the region of £80-100 per smart meter over contract lifecycle. So I take a more conservative valuation of what our CYAN AMISP could be worth in India - but nevertheless it would be mega/huge. It appears that there could be just under 200 million smart meters still in play in India which have not got the SI element/comms element nailed down. Plenty to play for. There is more talk about expansion of the RDSS smart metering programme from 250m to 330 million or thereabouts to meet the population/buildings expansion In India since the original smart metering project was envisaged - though these things may take time given the financial outlay. Good luck all :) |
Posted at 02/12/2024 10:07 by inthetin Cash is extremely hard to come by in the infrastructure space ATM - there's no visible exit for the 'money'.From memory, the SPV idea was being spun by Cyan as a 50% / 50% partnership (i.e. party puts up the cash for their 50% and Cyan provides the tech etc for their 50%). No chance. The 'money' will want a bigger slice of the pie, leaving Cyan with the crumbs (again). That's the way I see it. |
Posted at 08/11/2024 11:59 by multibagger Hi DTB :)The reality of India is its truly enormous scale - a population of 1400 million ! 28 States and 8 Union Territories in a loosely federal kind of government. Hence elections will be happening somewhere several times in the year and CYAN is working across at least 10 states in India. Elections are staggered over 2-3 months due to the logistics involved - that is the reality. So the issue of delays due to "elections" is more understandable than "leaves on the tracks" kind of excuses we hear. On the flip/positive side - we have about 14% of the total smart meter market and 42% of the RF market and have won 25% of the volumes announced in India and clear indication that there is more to come. We have heard of continuing to expect to meet market forecasts of about £34mish - which is not far off 100% growth in revenues YoY and an improvement in our gross margins to 41%. I think there is an expectation gap in terms of investing IMHO as a generic issue and the structural problems with the UK economy, stock markets and budget has a lot to do with the uncertainty. If investors want dividend income/profitability I wonder if anyone has checked how long it took for the likes of Amazon or Uber to become profitable ? |
Posted at 28/10/2024 07:16 by multibagger Good morning Daddy Warbucks and all :)Excellent news as it is expansion and repeat business in an area where we have established a new office...sticky customers is what we want ! RNS Number : 7727J CyanConnode Holdings PLC 28 October 2024 Contract in the Middle East and North Africa (MENA) CyanConnode Holdings plc (AIM: CYAN), a world leader in narrowband radio frequency ("RF") mesh networks, is pleased to announce that it has received a follow-on order with a value in excess of $1 million for cellular gateways in the Middle East and North Africa (MENA) region. This contract builds upon the initial MENA order for this project, which was announced by the Company on 4 August 2022. -------------------- For convenience initial RNS from 04 Aug 2022 is below 04 August 2022 CyanConnode Holdings plc ("CyanConnode" or the "Company") Order for New Product in the MENA region CyanConnode Holdings plc (AIM: CYAN), is pleased to announce that it has received an order for Cellular Gateways to provide smart communications for an Advanced Metering Infrastructure (AMI) project located in the Middle East and North Africa (MENA) region. The order is for a new cellular product which is to be fitted to existing smart electricity meters and is worth USD 2.5 million. Delivery against the contract is expected to commence during this financial year, following an initial stage of obtaining certifications, and deployment is expected to be completed within 18 months. John Cronin, Executive Chairman, commented: "We are delighted to have received a further contract from our customer in the MENA region, in line with management's targets, and I look forward to growing the relationship with them to develop our business in the region." The full order is scheduled for delivery, with revenue also recognised, within this financial year, which ends on 31 March 2025. John Cronin, Executive Chairman, commented: "We are delighted to have secured this follow-on order, which builds on our previous successes in the MENA region. This order significantly strengthens our relationship with this valued customer, further supporting our global business expansion and enhancing our revenue visibility." |
Posted at 29/8/2024 06:43 by multibagger Good morning dumper1 and all :)Excellent find ! "....RNS Number : 9115Z CyanConnode Holdings PLC 28 January 2022 CyanConnode Holdings PLC ("CyanConnode Holdings plc" or the "Company") Director dealing The Company has been informed that, as result of a distribution made to beneficiaries of an estate that David Johns-Powell, a Non-Executive Director of the Company, is an executor of, there has been a change in his beneficial interests held in CyanConnode Holdings plc. 3,176,656 ordinary shares of 2 pence each in the Company, have been transferred to other beneficiaries at a price of 28.3 pence per Ordinary Share. Post this transactions, David Johns-Powell has an interest in 16,117,360 Ordinary Shares, representing approximately 7.26% of the Company's total voting rights...." Worth noting my emphasis in bold: 1.A transfer to beneficiaries is not a real sale in my book - probably assets being passed on within the family for various tax planning and business reasons. Assets being relocated into other younger family member portfolios often following a bereavement and execution of a Will - yes, we are all mortal - people die and assets get re-distributed. 2. Holding 16m+ shares and being one of the largest private shareholders in the company is worth noting. Not exactly selling out or sold out. 3. Not sure how many on here have actually met the gentleman and understood the nature and extent of his business interests.....I have several times. His initial £1m investment in CYAN was to take advantage of an EIS offer.... 4. Posting material on a public BB that could be potentially construed as libel or slander can be very expensive to defend against a "Lloyd Name".....yes, the BoD do read this and other boards. |
Posted at 28/8/2024 06:30 by apotheki Major New Contract For 6.5m Omnimesh ModulesCyanConnode Holdings plc (AIM: CYAN), a world leader in narrowband radio frequency ("RF") mesh networks, is pleased to announce that its subsidiary, CyanConnode Pvt Ltd, has received a Letter of Award ("LOA") from a global partner for six and a half million Omnimesh Modules, together with Advanced Metering Infrastructure, Standards-Based Hardware, Omnimesh Head-End Software, Perpetual License, and a Support and Maintenance Contract. The LOA relates to various smart metering projects in India, with supply of Omnimesh Modules expected to commence during H2 of FY2025. The installations for each project will then be completed within 27 months and followed by a 93 month Support and Maintenance Contracts, which will commence upon completion of the installation phase. Approximately 70% of the contract will be paid during the installation phase. The remaining 30% of the contract will be paid for in equal monthly instalments over the duration of the Support and Maintenance Contract period. John Cronin, Executive Chairman of CyanConnode, commented: "I am delighted to announce CyanConnode's largest order to date from a global partner, with whom we have successfully collaborated on various projects over the years. This order nearly doubles our order book for India, increasing it from 6.6 million units to 13.1 million units, and solidifies our position in India's nationwide smart metering rollout." |
Posted at 27/6/2024 06:10 by multibagger Good morning all :)Further evidence of excellent strategic positioning ! RNS Number : 1207U CyanConnode Holdings PLC 27 June 2024 Empanelment Of Digismart Networks For Cellular Deployment In India CyanConnode Holdings plc (LSE: CYAN), a global leader in Narrowband Radio Frequency (RF) Smart Mesh Networks, is pleased to announce that DigiSmart Networks Private Limited (DigiSmart), a wholly owned subsidiary of CyanConnode Private Ltd, has now been certified to deploy Cellular technology as an Advanced Metering Infrastructure Service Provider (AMISP). This new certification complements the Omnimesh RF Network certification obtained on 22 May 2024. The certification issued by REC Ltd, (formerly known as the Rural Electrification Corporation Limited which is ultimately owned by the Ministry of Power), is valid until 23 June 2028. This certification recognises DigiSmart's adherence and compliance with the stringent specifications set out in the Request for Empanelment, enabling DigiSmart to bid directly as an AMISP under the Revamped Distribution Sector Scheme (RDSS) for smart prepaid metering in India on a Design, Build, Finance, Own, Operate, and Transfer (DBFOOT) basis. This additional certification substantially strengthens CyanConnode's strategic position in India, enabling broader participation in the national smart meter rollout The certification allows the Company to offer a variety of technologies, including third-party cellular and hybrid models tailored to each deployment. With over 3 million Omnimesh Modules already deployed across India, CyanConnode, through its subsidiary DigiSmart, is now positioned to bid directly for major projects throughout the country. John Cronin, Executive Chairman of CyanConnode, commented: "We are extremely pleased with DigiSmart's latest certification which enables CyanConnode, through Digismart, to directly bid for smart metering projects across India. This achievement is a testament to our commitment to providing cutting-edge technology solutions and reinforces our strategic position in the Indian market. With 15 years of successful operations in India and a robust order book, CyanConnode is uniquely positioned to drive the evolution of smart metering systems and thereby support the Government of India's vision for energy modernisation. Certifications for both RF and Cellular technologies uniquely position us to directly bid for significant projects across India, and provide the technology best suited to each project." |
Posted at 22/6/2024 06:54 by multibagger Good morning DTB and all :)The CYAN AMISP announcement came as a hugely pleasant surprise to me but the "dots" were there if one thinks about it (with the benefit of hindsight). The scale of CYAN recruitment which we kept hearing about, Wi-SUN alliance, ongoing R&D, the development of a full "C" Suite team etc - all indicated there was a step change in ambition and scale for CYAN. It was the case of paddling furiously whilst the surface appeared calm and RNS news flow/comms dried up as the senior team were focussed on the developing the business and much to the chagrin of retail investors and BB posters. On reading the Q&A and reading between the lines, I get the feeling the CYAN team are thinking of preparing the company for an Indian IPO in due course - they have not denied it either. To build a market and appetite for CYAN to enter the the red hot Indian stock market, the growth story has to be proven and demonstrate a strong pipeline of potential contracts both in India and abroad. Winning a few large, multi-million smart meter flagship RDSS contracts would catapult CYAN into the Indian Business TV News Channels spotlight and prepare the ground for an Indian IPO. I think the Dubai Office also adds value that we are an "international company" and winning contracts in that region would also burnish our credentials - Dubai, Abu Dhabi and the Middle East have a reputation as a land of "riches" to many Indians as they form a large part of the expatriate population there. So a narrative and story is being woven backed with evidence that we are a serious player internationally in the smart meter space with more to come in the forms of gas, water, EV charging, IoT etc . The fact that we are now hearing of a VP for PR (edited) in India is no accident....but a part of brand building and moving from being a B2B player to enter the consciousness of the Indian investor (B2C in some way). The Indian stock market is rapidly moving from a FII majority held to an Indian retail investor base and the scale of digitalisation and selling smart phones with stock trading apps pre-loaded and KYC being centralised means nearly every Indian could become a stock market investor. This is a veritable tsunami of people which could make the likes of the US Gamestop/Reddit gains being chicken feed ! The Indian retail investor stock market audience needs to be worked on from a CYAN reception perspective - as there are already literally hundreds of Indian companies offering 100% stock market gains year on year recently ! I have some excellent inputs/research into learning and understanding the bigger India picture and hence a strategic decision to spend more time on that front - in essence all economic growth and development is based on energy one way or the other and it is CYAN are at the very foundation of this Indian growth story. To paraphrase, "India was not built in a day" :) Good luck all ! |
Posted at 22/5/2024 07:09 by multibagger Good morning all :)Fantastic news ! A step change in ambition, scope and scale and looks like CYAN would have tied up the funding in principle ? The Standard Bidding Document required various financial criteria to be met before REC empanelment. So looks like we may have gained some strong financial backers/institutiona Let's see what the market thinks ! Good luck all :) RNS Number : 3725P CyanConnode Holdings PLC 22 May 2024 Empanelment of CyanConnode India Subsidiary as an AMISP CyanConnode Holdings plc (LSE: CYAN), a global leader in narrowband radio frequency (RF) smart mesh networks, is pleased to announce that the wholly owned subsidiary of its Indian entity, Digismart Networks Private Limited (Digismart), has qualified and been certified to participate in the upcoming smart metering tenders as an Advanced Metering Infrastructure Service Provider (AMISP). Following a rigorous testing process, Digismart has successfully demonstrated an end-to-end Advanced Metering Infrastructure (AMI) prepaid solution on its Omnimesh RF network. The certification, valid until 13 May 2026, was issued by REC Ltd. (a Public Sector Undertaking under Ministry of Power, Govt. of India) in recognition of Digismart's adherence to the specifications outlined in the Request for Empanelment. This certification enables Digismart to bid directly as an AMISP under the Revamped Distribution Sector Scheme (RDSS) for smart prepaid metering in India on a Design, Build, Finance, Own, Operate, and Transfer (DBFOOT) basis. This certification provides a strategic boost to CyanConnode in India, which is steadily increasing its footprint as the nationwide rollout of smart meters continues to gain momentum. CyanConnode's current order book stands at 6.6 million units, of which 3 million have already been dispatched. Through Digismart, the Company would be responsible for the end-to-end execution of smart metering projects, from meter supply to Meter Data Management (MDM). This empanelment allows Digismart to engage directly in significant projects, further integrating CyanConnode's advanced RF technology into critical infrastructure projects across India. John Cronin, Executive Chairman of CyanConnode, commented: "The AMISP certification for Digismart is significant for CyanConnode as it puts us at the forefront of India's rapidly evolving smart metering landscape. Having been active in India for 15 years, and executing our first project a decade ago, we understand this country exceptionally well and are ideally placed to execute projects and meet the vision and standards set by the Government. We are now well-positioned to contribute to the modernization of India's energy management systems and further strengthen our presence in the market." |
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