Cyanconnode Share Discussion Threads

[derek ten bag] 29/2/2024 09:28

Since it's not drawn to scale, the graph suggests a steady increase in deliveries when, in fact, the rate of delivery is increasing. That would have been a bit more instructive. The next point on the chart will be interesting. We have orders for about 6.3m nodes as I recall, so hopefully these are being punted out as we speak. But otherwise, ITT, I agree - as I'm sure we all do - that we really do need to hear about new orders which should be materialising by now. Time for a decent update from John and/or Heather. It's all getting very tiresome.

[inthetin] 28/2/2024 22:59

1.5M nodes dispatched in the last three years (an average of 500K per year) is hardly setting the world on fire.

I really don't care about what they've been doing for the last 10 years (that's just fulfilling historical orders), what about winning some new orders that would make one or two new investors sit up and take notice.

Enough of all this patting each other on the back - that can wait until they've dispatched ten times more than they already have.

Going for growth? Really? Let's see the proof.

[derek ten bag] 28/2/2024 15:48

We seem to be the only ones around these days ITT. Even the other site is very quiet, although you do get the odd nuggets on there to keep us informed. I think that CCIndia may have had another emanation but since I am not on Twitter (or whatever it's called these days), I have to rely on picking up crumbs from others tables. Poor show really. These informal updates should be on the website. Very, very disrespectful to investors who don't do social media.

[inthetin] 28/2/2024 08:55

Hi DTB

I never like it when there's no appetite for Cyan shares. The max that you can sell automatically via AJ Bell is 12,500 shares (£1,600).

Personally, I'm not that interested in Thailand. For me, this is an India play and until it is proved that Cyan has a decent role, we're stuffed and will continue to yo-yo between 10p - 13p, unless we get some unwelcome news.

Beginning to struggle to believe this delayed subbies being told of their involvement spin.

Cyan said in one of its news releases that subbies should hear within 6 months of the main contractor winning the contract. That obviously isn't the case. IMO, Cyan needs to explain this miscalculation.

[derek ten bag] 28/2/2024 08:12

Morning ITT. I fear your prediction of a retreat is likely to come to fruition. News management on here is very disappointing. On the bright side though, with regard to the recent Thailand order, Vas posted info on the other thread regarding not just the MEA but also the MWA, in respect of smart water meters. The word used in our RNS was 'significant', so perhaps a harbinger of things to come. Hopefully in the current millenium.

[inthetin] 27/2/2024 12:41

Same old same old.

[inthetin] 26/2/2024 17:57

Hi DTB

I agree with you.

We were here less than a month ago (i.e. 14p) and then retreated again. Obviously, it'll do the same this time unless an order or three arrive.

GL

ITT

[derek ten bag] 26/2/2024 16:58

Hi Lawson27, I'm sure I've heard you saying that before and it's come to nowt. But I suppose a stopped clock is right once every 12 hours, so fingers crossed. My view is that it should have been moving up last week but seemed to be being held back (if that's even possible). Nice move today though and a lot of buyers. Given that, I suspect, most long-termers are already fully invested and sitting on their hands, are those new investors or even institutions licking up bits and pieces? News of new orders tomorrow would be most agreeable. GLA.

[fxl5] 26/2/2024 15:16

Agree there will now be sustained heavy buying ahead of obvious march contract news.

[lawson27] 26/2/2024 14:22

She's about to pop, GLA

[pillow] 25/2/2024 10:01

It introduced its first RF Chip in late 1999. Since 2012, Silicon Labs has been increasingly focused on developing technologies for the evolving IoT market. On April 22, 2021, Silicon Labs announced the sale of its infrastructure and automotive business to Skyworks Solutions Inc for $2.75 billion.

[major courtenay] 23/2/2024 23:17

Extraordinarily, in the silicon labs q&a, Cyan is mentioned no fewer than four times and in relatively glowing terms.

whether or not it’s a fluff piece, it’s still good to get a good supporting role. All grist to the mill. Now where are those orders?

[inthetin] 23/2/2024 14:20

Hi DTB

It always feels like this share is being held back for one reason or another. Even when the news is positive and the share price shows signs of life, more often than not, our own BoD seem to do something daft to scupper us.

Have a fun weekend.

Cheers

ITT

[derek ten bag] 23/2/2024 13:30

Multi, your insight is sorely needed. Are we being played here? Even on today's trades the share price should be up. Very suspicious.

[derek ten bag] 23/2/2024 11:58

Agree ITT. As for a takeover, not until we are way higher.

[daddy warbucks] 23/2/2024 11:33

Be nice to think they are in non disclosure talks about a takeover.Well I can dream! ;0)

[derek ten bag] 23/2/2024 11:16

Totally agree ITT. As I've said many times, the information management has been pretty poor. Even on the basis of our orders to date, my feeling is that the share price should be much higher than it is at the moment. And when you add in all the positive analyst comments and articles like the one you have posted, to be languishing at these levels is really not very good. It may of course be that the company wants to keep itself under the radar until such times as (we hope) game-changing orders arrive, to deter predatory interest, but if we are going to be predated then I want it to come when we are orders of magnitude higher than we are now. For me, as a non-social media user, too much comes out via X on the CC India thread. Sections of the website that should be full of current news is woefully out of date. Not good enough and reflects a lack of respect for long-term investors like ourselves, which is a shame, because I am sure JC and HP do care about their small investors, at least from my personal experience. Anyway, the trading over the past week does offer a hint of things to come, so fingers crossed for news next week. GLA.

[stupidboypike] 23/2/2024 10:40

itt,

Thanks for the link. I think this is significant too:-
"CyanConnode, a global leader in the development of Narrowband RF mesh networks, ..."

When we say it it is blah blah blah, but when other large industry players say it - WOW!

Best regards SBP

[inthetin] 23/2/2024 10:29

For us to be trying to gain some encouragement from the share price moving between 11p & 13p is ridiculous. WTF is the share price doing at these levels anyway? The BoD have a lot to answer for on that front, whatever happens from here.

[gleach23] 23/2/2024 09:59

Hi DTB...I was expecting a tick up on the back of the trades too. That said, there has been a late reported sell this morning of 116k shares which has been absorbed.

The headline market share price may be unchanged but the underlying share price has been firming. For example, that 47k @ 12.61p reported as a buy is a sell and despite that one can sell 50k @ 12.625p currently so the share price has firmed even on the back of that sell which is very encouraging. As is the fact that one cannot currently get a quote for buying 50k.

All subject to change of course :)

[johnwall] 23/2/2024 09:39

ITT - thanks for the SiLabs Q&A link - very interesting

[derek ten bag] 23/2/2024 09:28

Is the share price being manipulated at the moment. Yesterday's trading suggested to me that we should have finished at around 12.75p or 13p. Today, a trade has gone through at 13p and yet the offer price hasn't budged. Summat odd going on methinks.