Share Name Share Symbol Market Type Share ISIN Share Description
Cyanconnode Holdings Plc LSE:CYAN London Ordinary Share GB00BF93WP34 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.15 4.84% 3.25 3.10 3.40 3.25 3.10 3.10 524,736 10:36:31
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 4.5 -6.3 -4.3 - 6

Cyanconnode Share Discussion Threads

Showing 25001 to 25022 of 25025 messages
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DateSubjectAuthorDiscuss
16/1/2020
17:11
How's Thailand doing? on holiday, and these things matter:)
fred splange
16/1/2020
15:29
India jumped from 1 to 4 on the flag counter, hopefully the start of a growing interest from the subcontinent.
tonys8
16/1/2020
12:17
Fred old boy you have got it wrong his name is Multibagger not Hilarious
sabre6
16/1/2020
11:50
Saved a copy of this to requote to you. Hilarious.
fred splange
16/1/2020
10:50
My post on LSE thread about acquisition valuation: I don't have a market figure in mind that would reflect the potential of CYAN at this point in time but it would be way above £30m. Therefore, considering a market cap of about £30m as being "fair value" for an exit would be premature IMHO. Once we get to roll out / implementation in scale with the prospect of a recurrent, embedded revenue stream with solid margins in a country as big as India...people will come knocking to buy us up. That is the way it goes. Acquirers value companies from different angles - financial metrics such as Discounted Cash Flow, Revenue/EBITDA multiple etc (I am no accountant) are just one aspect in the mix. They also take into account Intellectual Property, Brand Strength, Geographical footprint, market share, growth potential, existing partnerships and customer stickiness apart from quality of the management team. So the "intangibles/goodwill element" could form a big part of any acquisition of us, when the time comes and £30m won't touch the sides in my view. On the CYAN website it is stated that JC has exited 4 or 5 companies, returning about £600 million + to shareholders. That would give him a solid track record, experience and expertise in this M&A area in my opinion. So personally, my view is £30m is too low and the figure would be higher, much higher in a few years time. I invest from an owner mind set and having to wait another 3-5 years is fine by me :) I suppose people will be posting that by then the company won't exist by that time - but I am willing to take my chances :) I can see your thinking/argument that given our market cap of about £5.5m, a figure of £30m would offer a return of 5.5x return and there's no shame in that. A profit being a profit and all that. But to me it would be akin to selling the family heirlooms and silver to pay for the weekly shop !
multibagger
16/1/2020
07:22
This could get very interesting - Sabre6 you are on the money ;)
multibagger
16/1/2020
07:21
Https://www.livemint.com/budget/expectations/budget-may-announce-2-86-trillion-electricity-distribution-scheme-11579026978411.html I have been thinking about this Rs.2.86 Trillion and that equates to about £31 Billion (Rs.92 = £1GBP) according to the internet. What CYAN have stated in past Investor Presentations is that Aggregate Technical & Commercial (AT&C) Losses in India is in the region of about $32 Billion A YEAR. Now if you look at this massive Rs. 2.86 Trillion / £ 31 Billion number in that context - it makes eminent sense and essentially a "no brainer" to invest £31 Billion upfront - as this investment will pay for itself in a couple/few years, if makes a big dent in the reduction of AT&C losses - which seems to be what the Livemint article says is the main purpose. I am of the view, that our Indore project (over 100k smart meter installations) which is the largest in India and a Reference site / Centre of Excellence has demonstrated that installing smart meters with "CYAN Inside" has increased revenue collection in the region of 25% or thereabouts from memory. This information was presented at last years Investor Evening. Check with CYAN, if you need to. Maybe I am being over enthusiastic in thinking that the evidence and results from Indore re +25% revenue collection for utilities in Indore may have led EESL to think again. This could have led to the invitation to the IntelliSmart JV and the conference in November 2019. The Indian Govt after trying out a number of different models/partners/technologies, think that they have hit upon an ideal hardware + technical solution, which had so far evaded them. This is my opinion. Also why the "planted leak " from the Budget proposal - Electrama Conference is BEFORE the Feb budget from LTIs post. So I would read it as a "coded message" to the Electricity Sector, that be ambitious in your forward planning and investment, as the Govt. is going to commit "helicopter money" in this sector. They don't want such an immense networking opportunity to be wasted. Such a massive rollout, in such a short time to have some prospect of working out will only come about, if the Govt is able to offer financial measures and incentives to rapidly increase capacity - across the whole Electricity sector including smart meters. All my opinion and speculation. Even if out of this potential £31 Billion, we are told about, 50% is allocated to Smart Metering Roll Out, then we are looking at £15 Billion for starters in this segment of the whole Electricity Infrastructure project in India. And of course, to remind ourselves, that our OEM partnership is with the 3 of largest meter manufacturer in India who control about 50% of this market share. So we are potentially in play for about £7.5 Billion over the next few/several years - a huge number, but not an unreasonable extrapolation in my mind or opinion, but I am sure you and others will form their own opinions.
multibagger
15/1/2020
17:48
Https://www.livemint.com/budget/expectations/budget-may-announce-2-86-trillion-electricity-distribution-scheme-11579026978411.html
multibagger
15/1/2020
17:14
Having seen my stake whittled down to nearly zero I have decided to buy a bit more. More in hope than expectation but I would really hate to see a big recovery back to a 50% loss unless I had topped up.
puffintickler
15/1/2020
16:30
Mark my words. We are about to have BLAST OFF
sabre6
13/1/2020
15:34
-7.8% looks like a movement of sorts, lol
fred splange
13/1/2020
14:52
900k+ sell and no share price movement....I guess delayed
bskiny1
11/1/2020
15:25
CYAN closed up 8.47 percent on Friday, January 10, 2020, on 51 percent of normal volume.Up 3 Days in a Row Strength https://twitter.com/smallcappick
stockstracker
11/1/2020
10:12
Realist The thoughts are once Cyan reach break even and the orders start to come in Cyan will start to look attractive. The former I don't think is to far off. I say this as I have been invested in this company since the days of Ken Lamb and like most are showing a considerable paper loss. All in my opinion but hopefully back in profit over the next two years, as always DYOR.
sabre6
10/1/2020
09:38
...perhaps they are....????
emptyend
10/1/2020
09:23
Can someone please enlighten me, as to why no other business has come in and made a predatory bid for cyan, given that in recent times they regularly touted an order book of some £100M ? I appreciate that order book has recently fallen back to £40M (cough!) but you'd still think what with SMETS2 here in the UK that someone would be snapping up this company, would you not!
realist1950
10/1/2020
09:05
Amazing isn't it....just amazing....HOW that rate of cash burn has somehow miraculously slowed when it has really HAD to ?! Has this new and prudent management of resources coincided with a probable failure to successfully raise via the regular route (ie the market). I don't know the answer to that, I'm just posing the question. Funny how the company recently boasted how the staff numbers at the company had swelled yet somehow it is able to go on, week to week, on a shoe-string. All in my opinion. ADYOR.
realist1950
10/1/2020
08:56
The financial details in that recent contract win are sobering, CYAN, caught between a rock and a hard place, needing guarantees just to buy the bloody stuff. Nightmare. They said - "as they move towards breakeven" - really? in what universe.
owenski
10/1/2020
08:23
Further contract news coming
intheknow69
06/1/2020
10:40
Realist1950 - Of course you are not answerable to me or to anyone else on a public BB. You post as, how and when you please... you don't need anyone's permission. Carry on with your observational case study of CYAN in its AIM habitat and firm hypothesis that it's financial microclimate is leading to its inevitable and early extinction, despite being on life support/persistent vegetative state over the last 15 years. As with any good scientific study, there has to be a hypothesis and an end point and scientists are not prone to reporting results of every observation, but of course there are exceptions. So I'll leave you to it and I shall look forward to reading all about in Nature in due course !! Kind regards and best wishes :)
multibagger
06/1/2020
10:00
multibagger - Firstly, I'm not answerable to you.... But I'll say this.... Whether invested or not, it's my prerogative to continue to monitor this company and make comment as I see fit. And I'm glad I have: CYAN has taught me more about the market and the psychology of the average retail investor than any other stock (and I've been involved with markets longer than many of you, I'd imagine). This has a massive value in itself. To see this 'story' unfold (or not), to gauge the reaction of the market, to see the arrival and departure of waves of investors over the years (and to note their sentiment - good replaced with bad, bad replaced with good), and to observe how retail investors react to market news and indeed each other has been somewhat fascinating. You yourself (a single player within the larger context) are part of these observations. This view goes back over 15 years, when the company was being managed by another CEO, who made similar 'on the cusp' style promises. It's a psychologists dream really and would make a very good study. The echo chamber. The confirmation bias. Denial. And so much more. As an investment, the stock owes me nothing. So it's not a case of sour grapes. More an ongoing lesson which is proving to be highly valuable. Most interesting has been to witness how the market itself has sustained this company over so long and how it has managed to inspire fresh waves of capital, as older investors tire and move on. Only for those fresh investors to eventually follow suit. It is only by watching such a business for so long that you see, in the fullness of time, true patterns emerging. All of that is a valuable lesson as it's surely replicable elsewhere in the market and it can only help one to become a sharper stock picker elsewhere. Regards.
realist1950
06/1/2020
09:44
KilijArslan6 Jan '20 - 09:30 - 1073 of 1074 0 2 0 Taken from a trusted source. It's easy to see who when you look into other bb's ..................... Bull sh*t.
realist1950
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