Cyanconnode Share Discussion Threads

[stupidboypike] 19/2/2021 14:22

Thanks MB, very interesting. Does anyone know anything about Hardman in connection with Cyan? Do they have a fund that owns CYAN shares? Are they paid by Cyan?

Best regards

SBP

[multibagger] 19/2/2021 13:52

The Technology Mega-Trends for 2021 and beyond with Hardman & Co Tech Guru Milan Radia

London South East met up with Milan Radia, an experienced fund manager and now Technology Analyst at Hardman & Co. Long term technology trends is the topic of conversation and Milan runs us through what he thinks are the key tech trends investors should be aware of in 2021 and beyond.

CYAN mentioned around 11m:20 onwards



Post edited and added: 0805 hrs /Sat 20 Feb 2021

[sabre6] 19/2/2021 11:40

Multi
Inclined to agree with you as I new this would come good one day. This is just the beginning

[multibagger] 19/2/2021 07:00

Good morning beeezzz(and all),

Interesting to see the Arden report (and as from the House Broker and therefore not independent), still makes for very good reading if you are a share holder.

The revenue to end Mar 2021 appears to be estimated at about £5.8m, which is about £500k higher than what I and (tightfist) anticipated. So good news there and seems to indicate a significant increase in modules being shipped...wonder if that the shipping ramp up of modules has plateaued or whether the "hockey stick" that tightfist alluded to is still on the upward path.

So a part of me wonders if we could even exceed the £5.8m to end 2021 (dare I say) !!

Another para talks about 12m modules (my calculation of 12mx $28 per module = $336 million in total) across different countries being bid for/in the tender process...which is very substantial even if we get just 20% of those deals.

So it appears that the market is beginning to take notice and hopefully the buying and news flow will trigger a re-rate !

On another note, ITM has revenues of about £4.4m a year, hugely loss making and market cap is over £3 billion....just because it is in the currently "fashionable" hydrogen sector. Though the hydrogen economy will/may mature in the years to come, the current valuation of ITM is tesla-esque and completely detached from financial reality.

So begs the question as to how much of a revenue or other financial metric multiple the market would be willing to attach to CYAN in the near future ?

I am an optimist and have a positive outlook in general and it has served me very well !

Good luck all :)

[beeezzz] 17/2/2021 22:17

AIM companies are notorious for promising the earth and delivery SFA, maybe this time they could be getting some traction....

[tightfist] 17/2/2021 11:40

Wait and see Fred; still a lot to play for - the Fat Lady hasn't Sung - yet. The technology has had to evolve considerably alongside the Asian market requirements - whilst the Indians had to achieve a SM funding model that works alongside cash-skint DISCOMS.

[fred splange] 17/2/2021 09:02

Wonder how much that report cost cyan? PR gloss to distract some from the failure to land new contracts. JC's always been handy with the smoke and mirrors, explains how he's got away with this impressive record of failure:HexingEESLExpected to be ordered in coming weeksOptimal impairmentSMETS2 500000 licenses/2024 target LOLx2MPWZL&T 5000 Tata MumbaiIndoreBeijing InstrumentsDS Tech - UAE and BahrainVodafone teamingAdtel$3m Letter of intent40 prospects in China lightingEppixBangladeshIranUkraineEnzen irish bidNewcapec5,000 units for a total requirement of 160,000 lampsa large public utility in the north of IndiaEcolibriumNoidaAskaPondicherryPGCLRetrofitIlumaticShanghai yamingTNEB12,000 cylux modules, for a project which has now grown to over 220,000 units in a single cityElSewedyAdencoXlink$1m order capital powerNobre de la torreInnologixDinsmoreGridsense

[tightfist] 17/2/2021 07:28

On the other hand, would't issuing a new note and restating a target price 81% above the latest close suggest there are prospects here!

[cancun tango] 16/2/2021 19:30

Wouldn't keeping the target the same suggest no significant news coming?

[multibagger] 16/2/2021 15:53

Many thanks timbo003 for kindly sharing !

15p is almost double the share price from the 8p we are currently at !!

Looks like there is some significant news on the way which may explain the reinstatement of the Buy rating and a target 15p share price from the house broker !

Good luck all :)

[tightfist] 16/2/2021 15:47

Edited with a tease - TP 15p!

[timbo003] 16/2/2021 10:58

Arden: Renewed Momentum – Reinstating Buy Rating (February 16th 2021)

[sabre6] 07/2/2021 17:20

Nothing happening on Monday 8th February regarding Cyan

[multibagger] 05/2/2021 19:34

Hi tightfist,

Thank you for sharing...could well be !


Have a good weekend and let's hope we get some juicy news next week....a poster on the other thread thinks Mon 08 Feb 2021 may be a day with some CYAN news.

Not sure how he reached the conclusion though....

[beeezzz] 04/2/2021 21:43

Thanks for the info tightfist and multibagger.

[tightfist] 04/2/2021 20:34

Is this our man, S Chari subject of Cyan holding RNS's?
.
I researched " Seshachari aka "Chari" .S " a business consulting & advisor in Digital Practice / IOT & Analytics at a company called Innovation Scale-Up Advisors Pvt Ltd in Chennai, India.
2018 Publication:
.
7 THINGS INVESTORS WOULD LOVE TO SEE
.
Clearly this S Chari is has the eye of a shareholder.
.

Draw your own conclusions! DYOR! tightfist
(edited - less is more)

[major courtenay] 04/2/2021 10:39

While I am optimistic for this share, I have been in another where a private investor took a double digit position, with relatively disastrous consequences. I’m not suggesting it’s the same here, just that having the resources to take a large position shouldn’t be confused with acumen. We all know this, but worth a reminder now and again. (I hope he’s right though!)

[multibagger] 04/2/2021 06:07

Good morning beeezzz,

According to the RNS the holding is 12,034,762 shares or 6.44% - so over 12 million shares...as you have observed it could be construed as confidence. Time will tell and good luck to S Chari !

I reckon it is a tad more than beer money. Some will go along with the old adage goes..."follow the money"...but each must be solely responsible for their financial decisions and in the stock market there is no easy money to be made. More money is probably lost, than made by the impatient trader/investor, so each to their own.

CYAN has had a long and chequered journey, but hopefully we will be in the sunny uplands soon...joining the dots can be creative,imaginative and fun !

Good luck all :)

[beeezzz] 03/2/2021 21:30

What's that over 9m shares for Mr Chari, blimey that is confidence...

Very persuasive argument for buying some more....

[multibagger] 03/2/2021 17:37

Hi gleach23,

A likely inference that can be drawn is that S Chari recognises the prospects of the company and sees CYAN as undervalued - 3rd Holdings RNS and now at 6.44% and may not be finished as yet ? A strong vote of confidence and fair to say that probably does not think the Company is going bust (as some are certain) !

The good news for existing holders is that the free float is diminishing (I am estimating free float at less than 50%) and leaves the share price poised for a sharp spike on any significant commercial news.

Roll on news ! Surely can't be long now and here's hoping !!

[tightfist] 03/2/2021 16:54

He probably knows more than me.......

[sabre6] 03/2/2021 15:45

Bleach
What does that tell you then?

[gleach23] 03/2/2021 14:50

From the RNS just out it looks as if it was our friend S Chari buying in recent days, up from 5.08% to 6.44%

[multibagger] 03/2/2021 07:12

Good morning all :)

Well spotted beeezzz...2 trades - one for about 389k and another for 404k and probably buys in my reckoning given the price action. When scrolling through the trades, there were a few more chunky ones...free float getting tighter it would appear !

Hi tightfist !

Particularly liked your phrase"...However meanwhile the volume ramp looks like a hockey stick - and Cyan have suggested it will continue at pace through Q4....."


Waiting and watching :)