Cyanconnode Share Discussion Threads

[gizmo 555] 25/10/2024 20:28

Hi Derek .....new energy nexus STELCO post .......as is Google search .... simplified cryptic..🙂👍

[derek ten bag] 25/10/2024 19:32

Good evening Gizmo 555. Just seen another couple of your super-crypto posts on the other site, regarding the Nomura Investment Fund. I'm afraid my brain lacks the capacity to interpret them and I would be most grateful if you could, perhaps, provide a bit of elaboration, for the intellectually challenged, like myself. My thanks in anticipation.

[gizmo 555] 24/10/2024 18:12

Slippage .some pairs will be slightly different...occasionally..which then indicates direction of travel ....🙂 maybe

[derek ten bag] 24/10/2024 15:34

PS: Can someone explain these (-)negative trades? Pairs of trades, one positive, one negative?

[derek ten bag] 24/10/2024 14:47

If it wasn't for that late trade yesterday at 12.85p, which was a bit of an outlier, I believe today would probably be in the blue. Was that trade a reflection of the difficulty of getting hold of that volume of stock (175,000) in one fell swoop? So far, been very quiet today.

[markingtime] 24/10/2024 07:30

You'd think we're at the end of the pre-Budget manouvreing at this point.

[multibagger] 23/10/2024 17:56

Looks like you are on the money bunlop - 50/200 Golden Cross - a strong bullish signal. It would have been even better with higher than average volumes !



'CyanConnode 3 month Share Price chart'

[bunlop] 23/10/2024 17:23

Is that a golden cross I see on the chart?

[skinny] 23/10/2024 16:39

Yes the uncrossing trade 175,000 @12.85p.

[multibagger] 23/10/2024 16:38

A very warm welcome to the BB Gizmo555...a highly regarded researcher who posts on LSE and often comes up with cryptic clues/short phrases ! We don't have a character limit on posts so please feel free to add your thoughts/opinions as well :)

Welcome once again !

[pillow] 23/10/2024 15:58

Interesting late trade at highest price could be news incoming tomorrow / friday.

[daddy warbucks] 23/10/2024 15:39

Where did that come from?Not complaining though.

[stupidboypike] 23/10/2024 14:15

Well found Gizmo - things are hotting up!

hxxps://tradebrains.in/features/smart-meter-stock-in-which-nomura-investment-fund-bought-fresh-stake-in-q2/

Best regards
SBP

[gizmo 555] 23/10/2024 14:02

Noruma fund genus

[tightfist] 23/10/2024 13:48

Anyone who has been involved in selling-in to Japan can probably vouch how tough that really is; I tried three times - and failed three times, and I have boundless patience. IMHO you cannot underestimate what you are taking on; the games that are played, one is up against Japan Inc.

[stupidboypike] 23/10/2024 12:25

DTB, I just got the Japan info from this thread (post 8923 ) and the link within it.

Best regards SBP

[derek ten bag] 23/10/2024 11:23

I stand corrected. I have retired to the naughty step and am currently having a lunch of pie (humble, of course) and watching PMQ's. At least the Rayner/Dowden interchange had a bit of spark and humour to it. Let's hope we still have something to smile about after RR has delivered her budget. Won't be putting money on that one. Thank you for reminding us of the numbers, Multi. Always good to see a succinct and informative summary of where we are now. And I do apologise for allowing my impatience to float to the surface. I have spoken on many occasions of my admiration for JC and HP (and the others) and I certainly hope that they (and all on here) get the rewards for their unstinting efforts. GLA

PS: That's it, had enough PMQs. Going over to Homes Under the Hammer.

[multibagger] 23/10/2024 10:49

I fully agree SBP - it was a single 6.5 million meter order and definitely over £100m in revenue...maybe thin gruel for the likes of Mr Musk but for CYAN and us as average punters overindulgent 12 course meals over several months !

For perspective (from header)

* A further about £115m/$152.5m in orders in calendar year 2024 RNSed so far - Montecarlo, Thailand and Intelllismart and "the whale contract"

* CYAN currently has about 30% current market share in India in RDSS contracts and about 26% if taking into all smart meter communications contracts in India.

* Order pipeline in India : 13.1 million units = approx £198m / $262m

* Backlog yet to be delivered in India: 9.9 million units = approx £150m / $198m


Our overall employee headcount is circa 130 - most of them technical or involved in implementation support.

I seem to recall our RoW business team is/was about 3-4 person strong at best - so bandwidth is limited to pursue every opportunity in the RoW. It is not just looking at bidding for contracts which are often several hundred pages long with appendices, declaration, bank guarantees but also have to take into account working capital, on site demonstration of technical specifications, bespoke requirements for the project, engineering and CEM capacity etc.

Just dealing with the Indian tenders given their scale is equivalent to getting contracts from 30 or 40 other countries.

Good luck all :)

[derek ten bag] 23/10/2024 10:42

I totally agree with that SBP, but I would like to get a sense of orders, even quite modest ones, coming from multiple sources to support the idea that there is a broader global market out there, as John alluded to in the the Q&A. I'm not sure I even expect 6m orders every year, never mind every week! The recent 6.5m order was brilliant and for many of us on here would have been the stuff of dreams not so long ago. I have to say that the pace of things in Thailand has been rather disappointing, to say the least. Still, we are, I feel, in a good place and hopefully we will hear some news soon. If you don't mind me asking, where did you get the info about Japan? That would have been a good market to crack (assuming we're not involved).

[stupidboypike] 23/10/2024 10:23

DTB,

Not sure I agree with your "thin gruel" summary, if we had had 6 orders for a million or 3 for two million spaced out it might have felt better, but same net effect as one 6 million. We can't expect 6 million orders every week!

Best regards SBP

[derek ten bag] 23/10/2024 10:19

The radio silence is deafening here. Apart from the recent order from whoever, this year has been pretty thin gruel, order-wise, when you think about it. Hopefully the improved IR will put some meat on the bone. If it ever kicks in, that is.

[derek ten bag] 23/10/2024 09:47

Hopefully our VP International Sales is on the case. Was there an article on it, SBP? And what stage are they at? Of course the Japanese are pretty hot technologically, so they may have used their own in-house companies. If not, I would be surprised and disappointed if we had not, at some stage, taken an interest in getting involved.

[stupidboypike] 23/10/2024 08:32

It's a shame that we don't seem to be involved in the huge RF rollout of smart meters in Japan, unless anyone knows different?

Best regards SBP

[multibagger] 22/10/2024 06:54

Well spotted Skinny - the ADVFN website is having a number of glitches....it looks like the developers are experimenting, or creating more problems in trying to sort out the issues they have !

Edit: A bit like the Kessler effect !