Yeah, radio silence doesn't give investors confidence, are we due any scheduled updates.. |
And....whatever machinations are going on behind the scenes in terms of corporate activity, I can't fathom why they are unable to realise that investors need some kind of contact with regard to the ongoing business progress. Have we had NO orders over over the past three or four months? Strange, given the number of territories we are supposed to be involved in. Not really good enough. They don't all operate on 'India time'. |
My apologies TF. Thanks for that reply and yes, very apposite. I'm not entirely clear how the various big beast AMISPs relate to one another, size-wise and ambition-wise, but I get the sense the Intellismart, Genus and Esyasoft all have vaulting ambitions, along with some other big players. If they are to move at the pace Modi is looking for than I would hope we'll be a lot faster than fifteen years. We have been out there for that already as I recall. Are you in India at the moment? If so, hope you are enjoying your trip. |
Hi DTB, surprised you have not responded to #9587. A very relevant India insight IMHO - it can be done - we just expect it to be done on modern day steroids! |
You seem to have been abandoned on here today ntg. All still incredibly quiet. You seem to have a more informed suspicion of what's 'brewing' than most of us, so I for one put a lot of faith in your posts. Some of the other big beasts of this site have, as you have said, gone very quiet (for some time now). Your detailed post of the other day was very welcome and set out (as with the one above) some tantalising hints. I sincerely hope you are correct in your musings. Fingers crossed we get news very soon. Good to see some blue on the board today anyway. Thanks for your posts. Much appreciated, as always. |
Another .5p on the offer and we’ll be in “warrant”; territory.
Not than any holders will be exercising at that price but I have a suspicion that they’ll go higher with what’s brewing and then people will exercise (I will anyway).
That may all well be part of the plan.
Or am I being too optimistic.. |
There’s a few on the “other side” imo.
Including 1 or 2 often on here imo.
Elecrama would be an obvious time to have something new and significant to talk about. |
That's broadly my understanding of the Miton proposal with MINI also.
He must have discussed about 20 stocks, the majority being in the top 20 for MINI.
A few miners, but not SRB that I can recall. |
Not wanting to get carried away with the whole 'smoke and mirrors' vibe with such a prolonged period since an update, but I watched an interviews with Gervais Williams who's recently been doing the rounds, and I don't think CYAN was mentioned once in that hour. That's top 3 or 4 holding in his small cap funds.
Giving airtime to other holdings or something he wasn't at liberty to discuss?
BTW - fair play to others that have CYAN as a very chunky position - I'm clearly too lily livered! |
Good question! There is a great comparator in the global Bosch organisation, that was known in India as MicoBosch (at least in automotive) until recently. .Fifteen years ago they were the diesel industry system gorilla with a majority market share, supplying many whole goods competitors. I guess they may still be today. But it took time to reach that position, starting many decades ago..IMHO that exemplifies the trusted industry position that Intellismart now aspires to in SM/AMI technology - it may need enduring partnerships to get there, such as Esysoft IMHO |
Some excellent posts over the weekend, so many thanks to all for that. Apropos ntg's informative comments, one thing that has puzzled me since the rumours last Autumn about Intellismart wanting a stake in CC India is that we have tie-ups with several of the big players over there, notably Intellismart, Genus and Esyasoft. How can they finesse a deal (whatever it may be) which satifies each of these groups without alienating any of them. I'm assuming it's the designing of such a deal that is causing the long pause since the last update. Can't be easy. Are there precedents from other companies which have faced the same dilemma? Just curious. |
SBP: Respect!
I’m a little under 25% here, which gets galling for the same reason you state. But it would also therefore be great if NTG is right. I just don’t see the likelihood atm. “Stale bull” is I think the technical name for me.
NTG, I think there are still lurkers here like me, but without the will to post. If we make 30 the next few weeks, I’ll be asking the name of your favourite charity.
GLA and a good w/e. |
Elecrama gamechanging deals and news. |
Next two weeks will be VERY Significant. :-)) |
Blimey I’ll join that ‘me too’ group sbp I even went to the Cambridge agm |
Off topic.
SBP - just to make you feel even more frustrated I had a LinkedIn profile sent to me the other day re someone in the Pharma world by the name of Steve Martin....
I,ll get my jacket! |
 FWIW
1. If Q4 numbers come in at anything like what is predicted by the BoD (to the market and which have been approved through their nomad) we will be one of the fastest growing companies on AIM!
2. If we go into profitability as of the above we will attract imo, a completely new set of institutional and private investors.
3. If something large comes out of "left centre" which I think it might, we will be in an even larger position than that of 1. above, exponential even.
4. If 3 happens above, (which I am not prepared to say on here what I think that is at present before I am asked), then the impending Indian IPO in my opinion, will be a lot more likely and will take place with gusto!
5. If any of the above happen, then I would anticipate that our need for placings, for cashflow purposes, will be negated.
6. I have researched Axia quite extensively and am happy their here for the right reasons, in fact, were very lucky to have them and their "potential" deep pockets, clout.
So : -
With regard to 1, above - remember we have not been told any different yet and the company must have good sight now of Q4 revs especially with only 6 weeks to go AND they will be being watched closely by our nomad.
With regard to 5. above, most on here were predicting a placing by the end of Q3 and here we are with still no cash call requested.
There has been no news for about 3 months, our new NED has said nothing yet and he came on board specifically (I am told) to promote I R.
Their waiting for something before some/all of the above are definite imo.
Or it could all just be completely as most are expecting, a complete load of bosh!
G L. |
I for one am glad that the number of posts has reduce. Many of them were highly tangential to Cyan's prospects, written in riddles, or speculation based on a nod or a wink. What we need is a great deal more clarity/data from the people who are apparently running this business. If they can't or won't then I suspect most sensible shareholders will move on. Many already have. |
Hi SBP, nice to know there is someone more committed (aka madder) than me - I thought today's 14% portfolio weighting is a bit edgy..... Cheers! |
Ntg, many thanks and I agree with you on all points. I won’t be rushing to reduce but cyan is around 60% of my portfolio, which really is a bit ridiculous.
Best regards sbp |
tightfist, dumper, SBP
Hello again!
SBP - I understand your sentiment entirely, I really do but maybe hang on in there for a while now you’ve come this far!?
PI sentiment is appalling and yet the price is still rising (fast and so far holding ish) and we clearly (to me) still have a large seller so imo it’s not rising as much as it would have been if that seller wasn’t present.
There’s no one around on this board at present to try and “squash” the negativity or indeed install it further, which I find interesting.
If I was a gambling man (which I am) I would be placing a lot of my “gambling̶1; money on the price being a lot higher by the end of March, maybe even February, though this thought started when we were around 9p.
This stems from an opinion I voiced in several posts a while back which I still think will likely come to fruition albeit with much, much more foundation than I feared at the time.
If I’m correct in what I believe to be the strategy now (which again, is very similar to what I thought before but with a much stronger hand from our side) then our position is much stronger than I gave the company credit for although I did say at the time (I think!) that much would depend on J C,s negotiating skills.
SBP - If you stick to your word in the above post then in my opinion only, you’ll possibly be selling some of your holding by the end of March!
Good luck. |
ntg, I suspect many, like me have become totally weary of the wait. I expected this share to come good at least 2 years ago. I'm still holding, but frankly I am craving some serious news here that gets the share price back above the previous high of 26p, and frankly I will probably reduce my holding at the point to reduce risk. I would still hold a good portion until the company is bought out or becomes a big success (hopefully!) but the lost opportunity of the money tied up here over the last 3 to 5 years is wearing. I had thought the price action last week was good news leaking and that may still be the case, but as usual with Cyan, EVERYTHING takes longer than you think it will.
Best regards
SBP |
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