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
  0.00 0.0% 1.80 1.70 1.90 1.80 1.80 1.80 334,096 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 4.5 -6.3 -4.3 - 3

Cyanconnode Share Discussion Threads

Showing 25026 to 25049 of 25075 messages
Chat Pages: 1003  1002  1001  1000  999  998  997  996  995  994  993  992  Older
DateSubjectAuthorDiscuss
30/1/2020
12:33
Anil Daulani has posted on Twitter about Project Kickoff meeting of Tangedco rollout of 142k smart meters on 29 Jan 2020. Looks like it will be 200k roll out in 15 months according to the tweet. https://twitter.com/DaulaniAnil/status/1222832139558735873?s=09 So we now have confirmation of both Thailand and Tangedco launch events.
multibagger
30/1/2020
07:30
Re Thailand MEA launch event...looks like a high profile event which took place on 20 Jan 2020. https://twitter.com/cyanconnode/status/1219236014234927104?s=21 https://twitter.com/cyanconnode/status/1219246961720811523?s=21
multibagger
28/1/2020
07:27
Https://www.youtube.com/watch?v=cXMmK1R7Vcg&feature=youtu.be Voiceover: Rough summary from Hindi speaking colleague (E&OE): 2 high ranking officials from the African nation of Ghana visited the Indore Smart Metering Project on Monday. Apart from drawing national attention, now the project is gaining international attention. The delegates were given a Powerpoint presentation by Mr Vikas Narwal at the Indore Polo Ground. He told them about the key facts and benefits of smart metering including improving revenues, disconnection and re-connection. --------------------------------- This showcasing to other developing countries like Ghana with a population of around 30 million is hugely positive. I imagine that the issues/challenges that India face in terms of energy won't be too far removed from what Ghana are experiencing. Hence, seeing successful implementation of technology in a developing nation to address these challenges would be welcome and something that could be seen as transferable. So part of the strategy for the Intellismart JV with EESL and other Indian players in the sector for growth, could be "knowledge and technology transfer" to whole plethora of developing nations. India seem to be on the move with their plans to maximise their learning and dissemination from the Indore project - for commercial benefit eventually I would surmise. They seem to have made a start with Bangladesh and now Ghana.
multibagger
27/1/2020
08:30
But didn't they alter the end of year by three months specifically to obfuscate the cash position?
fred splange
27/1/2020
08:18
On the other thread, the hardcore naysayers and prophets of doom appear to be beginning to acknowledge that CYAN maybe onto something. This is the equivalent to Richter Scale 9.9 recording in terms of a seismic event extrapolated to a BB. The CYAN tectonic plates are moving, the only question is how big will the impact on the share price be ? And when will it occur ? We need a solid RNS with clarity on funding - that will be absolutely key.
multibagger
27/1/2020
08:10
Morning sabre6, If you are referring to the 3x 100k, then they are not huge trades in the context of CYAN trading IMHO. For me anything above 500k-600k+ shares, either as a buy or sell, could be a signal. The rest I would tend to interpret/process as just regular trading - someone with a HMRC bill to pay given the time of the year perhaps ? We are interestingly poised....let's see what the week brings :)
multibagger
25/1/2020
10:24
3 very large sells Friday any ideas as to why?
sabre6
25/1/2020
07:05
Https://twitter.com/DaulaniAnil/status/1220619643624124416?s=09 Anil tweeting with more detail on the Indore Project particularly with regards to revenue enhancement on a monthly basis apart from benefits to the Consumer, Discom and the Govt of India. The expected Return on Investment (RoI) is about 2 years from award - so even much better than what I thought. I get a strong sense that Anil is making a point to someone the tweet is directed at (? @ EESL) !! Also found this presentation from Vikas Narwal, Indian Administrative Service (IAS) and head of the Indore presenting at the Regional Cooperation for Modernization of Power in South Asia earlier this week. Https://youtu.be/AF5dI0iZBGc Starts of in ? Hindi (but there is a segment from 1:13 onwards in English) for a fair bit and then reverts. Looks like delegates from the USA, Maldives, Bhutan, Nepal, Bangladesh and Sri Lanka were also there. So I am speculating that the Intellismart JV with EESL is mapping out its geographical footprint for expansion...here's hoping anyway ! And it looks like our Indore is the flagship project - fantastic publicity and recognition ! Fantastic work and congratulations to Anil and the CYAN team !
multibagger
23/1/2020
08:04
Good spot. The point with India is that proven tech, coupled with very swift payback on investment, is going to drive volumes. Supply "losses" in much of India are a serious problem - and one that managements will be pretty keen to address.
emptyend
23/1/2020
06:42
We are making excellent progress in Indore as per the following article from today - keynote address by Mr. Vikas Narwal Http://epaper.freepressjournal.in/2522169/Free-Press-Indore-Edition/23-Jan-2020#page/3/1 1.2 Lakh or 120k smart meters installed in just ONE YEAR based on RF technology - not GPRS ! Estimated savings of Rs. 40 crores in a year, on an overall project base cost of about Rs.96 Crores (from memory) Which reflects a phenomenal Return on Capital/Investment - the savings alone will pay for the entire project cost in about/less than 2.5 years. And then of course, ongoing savings from stopping AT&C will actually generate additional revenues on a recurrent basis in the years to come. A total "no brainer decision" for anyone having to make an infrastructure capital investment decision - and no wonder the Indian Govt is showcasing this as a testament to their Government's achievements. What will be the RoI on Heathrow 3rd Runway or HS2 ? - will help put Capex investment decisions in perspective. What is also highly pertinent is that this achievement was announced at an event jointly organised by US AID (US Aid for International Development) , World Utility Summit and the Govt.of India. This ties in nicely with a plausible explanation as to why the GoI may be in a tearing hurry to proceed with (what Tilly has posted) in terms of upcoming tenders in Madhya Pradesh of 2 tenders x Rs 236 crores = Rs. 472 crores or approximately £52.44 million. It is my opinion that the massive, well publicised success of the Indore smart metering project has revitalised and rejuvenated the whole Indian smart metering ecosystem. Indore has been the test bed for implementation on a large scale and lessons would have been learned in terms of barriers and workarounds for installation issues. Given that Indore is effectively a reference site, Discoms from all around India will have ready access to a tried and tested formula/roll out plan to implement smart metering. Why would any bureaucrat be bold enough to try an "untested" solution - as he /she would have a difficult case to answer if things don't work out ? There was an old adage of the 1980/1990s amongst the IT/Software guys that "Nobody got fired for buying IBM" - IBM was virtually the default hardware equipment anywhere and everywhere they used computers. In my opinion, we are not far off seeing a similar kind of governmental mindset developing in terms of the technology adoption behind smart metering rollout in India with CYAN. Play safe, and stick with a tested recipe ! " CYAN inside" Genus, L&T and HPL meters control approx 50% of Indian market share and about 250 million smart meters needed in due course ! Either way, CYAN are on the move in India IMHO much to the chagrin, denials and discomfort of resident corporate archaeologists/ex- Chief Editors of Pravda (pre Glasnost/Gorbachev) who are going to be in for a rude shock....
multibagger
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
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