Cyanconnode Share Discussion Threads

[larryparker] 24/6/2021 10:58

I don't think hiring Elon Musk would have made much difference to the SP, obviously solid contracts is what is needed, luckily I got out at 13.50 with a tidy profit when we started to stall, hopefully come back around 9/10 if something concrete happens. Good luck all

[homebrewruss] 24/6/2021 10:02

Here's the Linkedin page for Rajiv Kumar (including CV on his previous job post)

[bscuit] 24/6/2021 09:52

My reaction was and is positive.

[multibagger] 24/6/2021 08:45

I agree SBP ! I thought I was possibly reading too much into this but feel that I am possibly not the only one whose corporate instincts are picking up some interesting vibes...is the drum beat changing to something even bigger ? Who knows !

Let's hope we are onto something significant :)

[tightfist] 24/6/2021 08:41

Hi MB,.As you comment, interesting to see the ongoing interchange of very senior personnel between some key Indian SM market players, but particularly this one from Intellismart into Cyan. IMHO too, this bodes well..Regarding your comment on potential income stream, maybe take a refresher? on the drivers of who participated in the NIIF fund-raising last Autumn. Once one has invested/installed circa 250 million meters across the entirety of India, that surely has very considerable life-expectancy until obsolescence creeps in? Medium-term the Cyan maintenance legacy (cash-cow?) could become very valuable..Strategically the relatively low-hanging fruit of substantially reducing "non-technical" losses will already have been harvested, so the threshold IRR for the next disrupter (ie SM replacer) will become pretty challenging..... but DYOR! IoT ultimately becomes a significant facet?.Cheers, tightfist

[stupidboypike] 24/6/2021 08:38

mb, When I saw "RNSNON Strengthening of India Team" I thought how boring, then I read the RNSNON. For those that can read/understand this is big. For those who can't - wait a year or so!!!!

Best regards SBP

[multibagger] 24/6/2021 08:14

Hint: The shift to Opex models in India offers clear visibility on revenues for 7-10 years...a steady, predictable, guaranteed income stream for Pension Funds/Income Funds and something that may pique private equity interest.

CyanConnode India Private Ltd is a 100% fully owned subsidiary of CyanConnode (UK AIM listed CYAN)...so one can speculate what corporate options may develop from such a holding structure.

A part of me instinctively feels that the announcement today of personnel movement may be an early indicator of things to come ?

I admit I could be reading too much into this...so make your own minds up :)

Good luck all !

[multibagger] 24/6/2021 08:05

An interesting and possibly significant development in my view as it seems that we are working on the broader strategic/relationship issues in India, strengthening the operational and supply chain management and simultaneously creating a Vice Chairman for India post.....whilst having the funds to pursue the opportunities.

There seems to be a fair bit of senior personnel movement between the various stakeholders in the smart meter rollout in India which could be read as a positive sign (if one is so inclined) as it could/would strengthen existing cross-organisation relationships.

Something positive brewing in the medium term I think...good luck all :)

[multibagger] 24/6/2021 07:58

24 June 2021

CyanConnode Holdings plc

("CyanConnode" or the "Company")

Strengthening of CyanConnode India Team

CyanConnode Holdings plc (AIM: CYAN), a world leader in Narrowband Radio Frequency (RF) Smart Mesh Networks, is pleased to announce management changes to CyanConnode India, which it believes will strengthen the team as it continues on its growth path.



Rajiv Kumar has been appointed as Managing Director and Chief Executive Officer of CyanConnode India, while Ajoy Rajani takes the role of Vice Chairman of CyanConnode India, where he will focus on the strategy and key partnerships of the Company.



Rajiv Kumar is a dynamic professional with twenty-five years experience in digital energy for transmission and distribution utilities. He joins CyanConnode from Intellismart (Intellismart Infrastructure Private Limited), where he managed one of the largest smart meter deployment programs in India in his role as Chief operating Officer, a role he held since Intellismart was set up in 2019. He joined Intellismart from EESL (Energy Efficiency Services Limited), where he was responsible for driving the Smart Meter National Program under the Ministry of Power, Govt. of India. Prior to EESL, Rajiv's experience included more than a decade working for Schneider Electric, both internationally and in India in strategic roles in their digital energy business, and a decade working for Powergrid Corporation of India.



John Cronin, Executive Chairman of CyanConnode, commented:

"We are delighted that Rajiv has joined us as Managing Director and Chief Executive Officer of CyanConnode India. His background and experience will be of great benefit to CyanConnode at this exciting time and I look forward to working with him. I'm also pleased to announce the change in Ajoy Rajani's role to Vice Chairman of CyanConnode India where he will continue to develop and maintain our key partnerships."



Rajiv Kumar, Managing Director and Chief Executive Officer of CyanConnode India, commented:

"CyanConnode India is a business which I believe has great potential during this exciting time in the Indian power sector, and I'm pleased to be joining it as MD & CEO. I believe my experience in this industry can be of great benefit as the Company continues on its path of growth"

[tinker10] 24/6/2021 07:09

Sounds like a positive appointment. He should know the right palms to grease.

[multibagger] 17/6/2021 08:04

Good morning beeezz and all :)

Agree that we could reasonably expect good commercial news given we have so many irons in the fire across the world and the money to pursue opportunities and secure supplies as needed. It is a matter of waiting a bit longer for the cogs of Govt machinery and the procurement processes to turn.

Much as we all would love to see it happen - I am not sure about the virus going away in the next few years though...it is a question of learning to live with it and getting on with our lives, jobs, economies etc in the meantime. It is the "new normal" albeit a very challenging and difficult one for most IMHO.

Good luck all !

[beeezzz] 16/6/2021 19:25

MB...

Yes good to see share price holding new levels, should get some news in coming months which brought on board our new investors, could be transformational year for CYAN once we kick this virus into touch..No money worries for sometime either.

[multibagger] 16/6/2021 09:51

Further consolidation/accumulation going on.

Looks like the sells are being absorbed quite comfortably so far....maybe another TR1 Holdings notification may work its way through ?

Good luck all :)

[multibagger] 11/6/2021 07:36

Good morning all :)

7 open positions at Cyan across UK and India.....an addition of 1 further position since I last looked.



Most would agree that a company that is actively recruiting to business/commercial facing positions is a good sign...

It's Friday and hopefully we hold the share price gains we have made over the week :)

Good luck all !

[larryparker] 10/6/2021 19:43

Don't forget to vote for Cyan on the YouTube channel let's knock Omega diagnostics off the top, there're going under anyway. Chanel is called Buy hold sell with Damian, well worth a watch. Get voting guys

[larryparker] 10/6/2021 17:05

At least we stayed solid, if money sleeps on a Friday I suppose it must be getting pretty tired by Thursday. Good luck peeps

[multibagger] 10/6/2021 08:06

Katie Potts from Herald Investment has also increased her Fund Holding

08 June 2021: From 12,401,579 or 6.64%

09 June 2021: To 15,243,684 or 6.93%

An increase of 2,842,105 shares

Significant increase.... but because the her overall share holding has not crossed the 7% threshold it did not trigger a Holdings RNS...

[multibagger] 09/6/2021 21:59

Many thanks Skinny...I guess many of us would benefit from a bit of narrative and key points as you see it from a charting/technical perspective and learn from your knowledge...your time and effort would be hugely appreciated TIA :)

[skinny] 09/6/2021 19:38

Post 1753 updated to reflect EOD volume.

[multibagger] 09/6/2021 17:33

Another good day finishing on blue :)

[larryparker] 09/6/2021 17:15

Good day at the trading table Guys creeping up nicely. I can slide the stop loss up a bit more

[stupidboypike] 09/6/2021 14:46

Hi John,

Nice to see you still here, looks like it might finally(!) be coming good. Best regards, Danny

[johnwall] 09/6/2021 14:31

Good to see the institutional holdings. On the subject of whether their shares were obtained via the placing or in the market, the RNS announcing the result of the placing said -

"It is expected that Admission will become effective and dealings in the Placing Shares and Subscription Shares commence at 8.00 a.m. on or around 8 June 2021."

Both today's holdings announcements state the relevant date as being 8th June so I think it's possible that they were bought in the placing, though that doesn't rule out the possibility of them topping up in the market.