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
  -0.325 -10.92% 2.65 2.60 2.70 2.975 2.60 2.98 2,684,656 12:36:25
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 4.5 -6.3 -4.3 - 5

Cyanconnode Share Discussion Threads

Showing 25001 to 25022 of 25050 messages
Chat Pages: 1002  1001  1000  999  998  997  996  995  994  993  992  991  Older
DateSubjectAuthorDiscuss
22/1/2020
16:25
Didn’t move when I bought 10k worth recently so more to it I think
bscuit
22/1/2020
15:49
Somebody purchased £10,000 worth of shares this morning bodes well!
sabre6
22/1/2020
11:29
Something happening? up 10% today so far.
bscuit
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
Chat Pages: 1002  1001  1000  999  998  997  996  995  994  993  992  991  Older
Your Recent History
LSE
CYAN
Cyanconnod..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20200224 19:27:56