Cyanconnode Share Discussion Threads

[larryparker] 06/6/2021 20:03

15.3 by 11am, not been this excited by an upcoming days trading in months. Just a shame the rest of my portfolio isn't moving at the same speed

[multibagger] 06/6/2021 15:59

Well done dogwalker - top marks for honesty !

Virtually all of us here want the share price to go up...

Sabre6, your guess that the share price may go up past 30p sooner than we expect looks probable on the back of some strong commercial news. I think that even this coming week is going to be interesting in a positive and beneficial way for us.

[dogwalker] 06/6/2021 15:24

What we really need is a touch more positivity here. More ramping please, esp by anyone who's first post it is on ADVFN.
I think the share price should be a lot higher since Thursday morning because of the successful fund-raising, for whatever.
There, I've done my bit.

[sabre6] 06/6/2021 12:42

CC consolidated at 30p so maybe more to go above 30p
You may be on the diet sooner than you think.

[major courtenay] 06/6/2021 12:32

I will Sabre. When the price reaches c.30p, I’ll start shedding a few “pounds” here. But I’m in no hurry to lose all the weight. Once the holding becomes morbidly obese, I’ll go on a crash diet and shed the lot - Mr Creosote style! ;)

[sabre6] 06/6/2021 12:03

Major C
Would suggest you go on a diet if you are fairly overweight

[gleach23] 06/6/2021 11:53

Yes ITT it's funny how such share price performance has so many coming out to reveal holdings.

Interesting post from nick the greek, particularly as their profile was only created yesterday.

[inthetin] 06/6/2021 11:23

I'd imagine that one or two on here have seen the 1967 Mel Brooks film The Producers, where Max Bialystock sells 25,000% of the play to his regular investors.

When you read the various Cyan BBs, it's starting to remind me of the film. If you were to tot up everyone's 'holdings', I'm sure that you'd get to a similar percentage.

Looking forward to the ride from here, now that I've got a substantial safety net.

Cheers

ITT

[nick the greek 1] 06/6/2021 10:03

Has something significant changed at Cyanconnode!?

From what i understand….

The recent placing was a professional (Arden) led raise. It was carried out very quickly (3 days?). There were no “city rounds” by the BOD. Very few private investors were asked.

New and existing institutions were all of a sudden very keen to take part, It was heavily oversubscribed (3 - 4 times?). I would like to think K Potts was again part of this.

The company had a certain amount of shares they could issue without shareholder approval and when approached these were sold to institutions quickly to hopefully hold and not not flip, thus not only increasing the security of the balance sheet but also creating more tightly held stock.

The rise on Thursday was again likely led by institutions continuing to buy, having not had their fill in the placing (block purchases now showing from Thursday alight to this perhaps?).

Arden state fair value is way above the placing price for contracts that are already in place and more importantly (considering the history here), currently being monetised. This would be a good incentive for investing alone though plenty of similar opportunities are around so unlikely to be just this.

So what makes Arden all of a sudden so confident to bring in their trusted associates and also at a premium to recent trading, (admittedly only 2% but this being at the top of a recent pi led trend and lets face it, a premium on a placing for Cyanconnode is not the norm….!)

It has to be the likelihood of the companies “potentialR21; now looking far more likely to come to fruition and this has to be the recent tie up with Intellismart imo.

With a potential legacy of 10m meters of which Hardman suggest we could get 3m?

Why - presumably because these are the areas in which GPRS has failed from the current orders and so they need a replacement proven mesh solution - we have the only proven, full works RF mesh option from what i understand.

Intellismart would want this new alliance to be known before they issue large orders imo.

So lets pull in a little background information and blend it with some of my thoughts for a little fun - it has been mused for a long while that the EESL large orders (2 x 5m?) were not being successfully implemented. They therefore needed a successful proven RF option that could be rolled out in bulk and rolled out quickly. The GOI directive of installing 250m meters was stalling badly (elections included) and as EESL are part funded by the GOI? this both politically and economically had to change.
Cyanconnode are very well respected in their field in India (believe it or not!) and have a proven flagship model at Indore so one could see that they may well be considered at some point to join the party!?
Why not earlier one may ask!?
Enter stage right Ajoy Rajani and exit stage left, Anil Daulani.
The latter had carried out a reasonable job as a corporate salesman but was rumoured not to get on well with EESL?
The former comes on board as MD and CEO India bringing with him two more well respected players to make up an evolving and new “Cyan India”.
Ajoy Rajani being more of an entrepreneur, businesman as opposed to corporate salesman and indeed being extremely well connected in the smart metering world in his homeland.
He was in fact i believe an investor in Connode (India) way back in the day when Cyan took over Connode, whilst he then worked for Reliance.
He has therefore had a further 5 years not only monitoring progress but also watching someone else put all the time and money in necessary to get it to where it is now before joining as CEO India instead of buying it earlier himself in one form or another!
My guess is that he is now here for the massive opportunity that is presented by coupling Cyans now proven tech with his own entrepreneurialism and connections.
Cyanconnode recognised this potential too i guess.
Also dont forget the technical side of the Anil Daulani partnership ie Gautam Kumar left the co at the same time as Anil and is now CTO at Intellismart!

So If, as per the indication in the Hardman note, the 3m legacy orders ever land on our doorstep (i would predict the next month to six weeks will be very telling in this) then things will change very significantly here very quickly.

That, imo, is what all the fuss over the recent placing and extended buying was all about.

Were that 3m order to land it would not only give us revenue way beyond current forecasts but it would also show that EESL are indeed now proving these orders and will likely continue to put some our way.

Hardman suggest 3m meters will very conservatively create £50m of revenue?

What will that do to the SP?

Indeed what will the more realisable potential of 20 - 30% of the full 250m offering do to the SP? Even 10% of 250m @ 25m meters - 8 x 50m (Hardman) @ £400m revs!?

“Inflection point”!?

I doubt Ajoy Rajani is here for a salary.

This is just for India dont forget, EESL backed orders would give sound credibility to ROW potential…R30;.

Historically credibilty is not something Cyanconnode is well renowned for from a private investor perspective and thus a very low share price has presided however again i ask -

“Has something significant changed at Cyanconnode!?”

If i am correct and largely for the reasons stated above, it certainly has, time will tell.

All of the above are purely my own thoughts, come with the usual caveats and are my opinion only.

I also now hold a large stake in the company.

GLA.

[multibagger] 06/6/2021 09:26

Good morning all :)

We may see more coverage in tip sheets/broad sheets today...I think tomorrow will be a positive day for CYAN share price - CYAN blue as our BB thread here has seen a fair bit of activity.

The Flag Counter background has been matched with the CYAN logo blue...#009FE3, if one must ask !

[larryparker] 05/6/2021 15:24

Everybody get on the YouTube and vote vote vote, knock Omega off the top spot. Buy Hold Sell with Damian ?

[the chairman elect] 05/6/2021 14:32

Thanks Lorryporker

[larryparker] 05/6/2021 14:22

Sorry , Active energy, not Ative

[larryparker] 05/6/2021 14:01

Hey guys if anyone is looking for a penny stock that may explode in the coming weeks, take a look at Ative energy group, AEG, many long suffering shareholders in this one, me included, things are starting to happen, very very cheap atm, could go boom could go bust, not a tip but worth some research.

[larryparker] 05/6/2021 13:11

Damian has just put Cyan up to be voted for on his YouTube Chanel, the vote is between 4 companies, winner get to be covered in his next Video which air's on Thursday, we are currently 2nd behind Omega diagnostics, the channel is ( Buy hold sell with Damian)

[skinny] 05/6/2021 12:06

Having first purchased these in 2010, maybe finally.....

[multibagger] 05/6/2021 11:58

Link to the article mentioned.....can't understand why the author says that the reason for the fund raising is vague ? Anyway will garner attention...

[multibagger] 05/6/2021 11:50

Thanks so much Larryparker...keep putting the word out...I am as well :)
I am sure if Damian covers it in his Channel, then we will garner more buying = an increase in SP, which is what we all want :)

[larryparker] 05/6/2021 11:40

I was speaking to a guy that has a YouTube stocks and Shares channel, ( buy hold sell with Damian), very good watch and a growing following, I mentioned Cyan to him before it exploded, now it really has got his attention and he assures me that he is going to put on his list to cover, He does a fair analysis, well worth a look.

[multibagger] 05/6/2021 11:35

Excellent news Sabre6....more the word gets out, better for us holders :)
May trigger a buying mini-stampede on Monday ? :)

[sabre6] 05/6/2021 11:22

CC gets a mention in todays Daily Mail under the small cap section.
Nothing we don`t already know but good to get a mention and put the spot light on CC

[volsung] 04/6/2021 23:03

I love shares that have been languishing a long time like CYAN. They have survived and will prosper. This reminds me of OXB and ARM