Cyanconnode Share Discussion Threads

[multibagger] 07/10/2024 16:14

Hi Daddy Warbucks,

The way I see it is not a zero sum game. The Indian smart meter programme is huge and can accommodate a number of large players. Our communications tech is meter agnostic so can work with a range of different vendors and customers. We are already working alongside a number of B2B customers and Intellismart taking a stake in Indian CYAN won't change that IMHO. Genus Power Infrastructures is already part of an AMISP (with GIC Singapore), but also supplies meters to other successful bidders in RDSS contracts - so it is not "all or none".

Think of CYAN along the lines of "Intel inside" as a business model - Intel forms an integral part of a number of competing computer brands but is not tied to any one brand exclusively.

[derek ten bag] 07/10/2024 16:08

Good question DW. I think an answer to that would be of great help. JC?

[daddy warbucks] 07/10/2024 16:02

Are some of the companies that Cyan are hoping to get contracts from, direct competitors of Intellisnart?Would they want to know what is going on before handing out a contract that could potentially end up with one of their competitors?

[derek ten bag] 07/10/2024 15:45

PS: That 70,000 looks suspiciously like a buy. Perhaps gl23 might enlighten us.

[derek ten bag] 07/10/2024 15:44

I think your handle, Multi, was better chosen than mine. My near namesake could be getting his jotters sometime soon. As for the signs and lead indicators flashing green and the stars aligning, let's hope we actually see the green light and start to accelerate forward. I get the sense that things are a bit 'on hold' while the corporate stuff, whatever it might be, is worked through; but, as I've said before, I would like to hear more on orders from ROW. Thailand has been in progress for a very long time now but seems to have stalled in terms of the order stream. Do you have any insight into things out there. I'm sure I recall them saying that some of those orders are at the Go-Live stage. Whatever. GLA.

[multibagger] 07/10/2024 14:39

I guess I would be a rich man if I had been able to trademark it ! My ADVFN handle goes back to 2001 !

Looking forward to CYAN becoming a high multiple multibagger in due course - all the signs and lead indicators are flashing green and hopefully the stars are aligning :)

[stupidboypike] 07/10/2024 14:27

mb, you should have trade marked the name!!! Nice to see. Best regards SBP

[multibagger] 07/10/2024 14:14

A post from Mr Anil Rawal, CEO of Intellismart from 19 May 2024

Couldn't help but notice, the use of the term "multi-baggers" :)

[derek ten bag] 04/10/2024 12:24

I'm assuming everyone who wants to sell has sold, and everyone who wants to buy has bought. Is there a remote chance of good news this coming week. There must be some business being transacted. Surely.

[derek ten bag] 03/10/2024 15:59

Let's just hope someone's minding the shop while all the 'behind the scenes' activity is going on. We have business to run. Still the same six vacancies on the website as we've had for ages. We could do with news of orders from other sources than the last one (wherever that came from). GLA.

[fxl5] 03/10/2024 13:39

Indeed, top up time before next leg of journey. Close period only 3 weeks now with major corporate activity going on behind the scenes. Big deals pending.

[gotterdammerung] 03/10/2024 12:25

Opportunity knocks as sellers dry up.

[dumper1] 02/10/2024 10:30

I think it’s good to see a bit of a retrace, it will all get a bit precarious without imo

[inthetin] 02/10/2024 08:56

I'll be adding a few more later today when this month's cash lands in my SIPP account.

[inthetin] 02/10/2024 08:11

Hi DTB

As we know from experience, orders don't have the expected impact on the share price

I think that is because the market is not convinced that the existing business model cuts the mustard.

Therefore, the 'corporate noise' is exactly the thing that is going to change all that. We have two major events on the horizon:

1. IntelliSmart negotiations.
2. SPV creation and then a contract win as main contractor.

However, both of these things could take months and won't necessarily go our way anyway.

We're bound to have a bit of profit taking after the month we've had.

GL

ITT

[derek ten bag] 02/10/2024 07:47

Poorest start to the day for a little while. As has been said by many recently, we need news of orders more than anything else. The big order that doubled our order book was all well and good but we have multiple partners who must have orders pending, both in India and elsewhere. Must be due to hear from them sometime soon. I just hope all the 'corporate' noise isn't getting in the way of things.

[daddy warbucks] 01/10/2024 16:10

Bskiny, JC stated he had spent £1.32 million to buy his shares and as alluded Toby some, was 5his sending out a message to someone?

Are we seeing a friendly approach or is JC getting frustrated by the value being attributed to the company? Could we expect a hostile takeover approach?

JC has hinted at behind the scenes information. Does he come out and say they are in j/v or takeover talks and l3t 5he mark3t decide 2hat we are worth?

[bskiny1] 01/10/2024 15:08

Daddy...it would not look good if it was too quick....although that is what we all want...GLA

[dumper1] 01/10/2024 14:48

What we need is a nice chunky bit of news and the 20s will be in sight again!

[pillow] 01/10/2024 13:01

Atomic batteries to power..Turbines to speed....

[daddy warbucks] 01/10/2024 12:52

With JC having bought more shares on the 26th September, what do people feel is a decent time before any news would be announced?He also has an average around 23p, so any corporate action by others, I feel, will need to take that into consideration.Let's hope the share price continues to rise.

[multibagger] 01/10/2024 12:06

Strong positive share price price action backed by above average volumes = powerful bull signal in my book. All we need is some game changing news and then the boosters will be well and truly lit :)

[gleach23] 01/10/2024 12:03

Agree with that MB, although we do seem to have a seller at 12p for the moment.

Looks like we're on course for a 7th consecutive trading day of >1m shares traded.

[multibagger] 01/10/2024 11:27

There appears to be a fundamental change in the way the share price is behaving post the fund raise - it seems to indicate very tight liquidity and a lack of sellers.
We have moved up +0.5p on about 390k trading volume today....which is about 0.10% of the total equity. It is probably indicative of what could follow on significant commercial or corporate developments.....good luck all :)

[rivaldo] 01/10/2024 09:17

Nice - surpassed the first couple of peaks from early this year. Hopefully on to 13p-14p or thereabouts now.