Cyanconnode Share Discussion Threads

[multibagger] 26/11/2024 12:06

Hi DTB :)

There seems to be an almost "matched" trades situation - Miton/other funds are happy to sell around 10p and another/Axia is willing to buy around 10p - both are swiping right in true Tinder style !

Both entities are currently alive, though in a while you may need to summon spirits and necromancy to communicate with MINI :)

[derek ten bag] 26/11/2024 11:22

Morning Multi and all. The activity involving Axia and the MINI stuff, where it seems one has been unloading and the other loading, has rather distorted the pricing. Can anyone explain why, as of this moment, the offer has remained at 10.5p when most of the trades, yours included Multi, have been taking place around the 10p mark. Necromancy, or what?

[multibagger] 26/11/2024 09:38

Hi TF :)

I gather there are 4 Miton funds or so, there is one which is winding up as it is no longer thought to be "viable" from a financial standpoint of view.

As an hypothetical example, if someone wants to sell a certain number of shares say 1m and partial sale of that amount drops their threshold below say 6%, and they are yet to sell 400k shares then they can wait till they complete the 400k sale before having to report that they have fallen below 6%.

So this is consistent with your view that "short term trading action" can be completed.

It is a issue for Miton how it meets it redemption requests - so those in profit are the ones they will sell first and as they picked up in the Sep 24 fund raise, they are still making a decent profit (about 1p) for a 2 month holding period.

[inthetin] 26/11/2024 09:24

Perhaps Mr TU (or should we rename him Mr Downbeat) will agree to have an interview where he explains to the audience his reasons for offloading while hitting the buy button.

[tightfist] 26/11/2024 08:58

Hi MB, from my (limited, DYOR) understanding a holder does not have to issue a TR1 the instant they go past a threshold, optionally the short term trading action has to be complete too. Otherwise how come you sometimes get TR1's that show holders sailing through the thresholds?.The point I was making is that until the MINI Shareholders meeting how will the definitively know what they are to execute ?

[multibagger] 26/11/2024 08:45

Hi TF :)

From what I know, if the selling by MINI is complete that they will have to issue a TR1 once they hit the thresholds. Restructuring of their Funds and their interactions/decisions by the Board/fund holders are an independent matter.

[multibagger] 26/11/2024 08:37

Hi Marking Time,

It looks like I may have been saved from some posts - probably from conspiracy theorists or the paranoid ones on BB filter !! Who is the Viles you are referring to please ?

[tightfist] 26/11/2024 08:33

I am not sure you will see a definitive TR1 until the MINI reconstruction is over, after the shareholder vote? They are looking topossibly slide some of the holdings over into other Milton Fund(s). Worth keeping an eye out for other MINI RNS's

[tightfist] 26/11/2024 08:24

I attached initially attached no significance to the Chinese aspect, except in an investing context..On further thought I do believe some years ago Cyan certified some alternative Chinese chip suppliers - has the recent relationshipwith Silicon Labs eclipsed that?

[markingtime] 26/11/2024 08:13

Viles is Managing Partner and a Wharton MBA. No mug. The Chinese link is interesting, given Cyan's footprint elsewhere in Asia

[inthetin] 26/11/2024 07:57

I note that it has proved impossible for anyone to supply a link to an article about Cyan from any reputable source (newspapers or shares magazines etc), even if you go back 10 years.

Why is that?

Too toxic? The writers want/need to keep their readers.

[multibagger] 26/11/2024 07:44

Good morning all !

Another TR1 showing an increase in holdings.....coupled with the news below would make sense to the logically minded ones.



I gather that Miton has another circa 26m shares in another fund.

Let's hope the selling by Miton is finished - phew !!

Good luck all !

Edit: Axia have picked up a total of 11,363,659 shares from Sep to date. Looks like we can expect to have a TR1 from the seller (s) in the near future, as there could be other funds like Crux also facing redemptions ?

[inthetin] 25/11/2024 07:54

IMO, you would be wise NOT to interpret the last trade on Friday as a buy signal.

[indiestu] 24/11/2024 15:56

hTTps://www.transparency.org.uk/partners-in-crime-UK-LLP-Limited-Liability-Partnership-money-laundering-press-releaseNo more to add

[nick the greek 1] 24/11/2024 14:39

Hi Indiestu

Thanks for the links.

I don’t understand why a family firm based on Hanover Square would be seen as “another massive red flag” though?

They seem pretty much exactly as I thought they would and as has been earlier represented on here to me!

Personally I’m more interested in knowing what they know about CyanConnode and why they’re so keen on purchasing our stock.

There must be a “personnelR21; link I would guess somewhere.

I’m on the same page as tightist in that our new NED is likely their “jockey”.

Interesting and thank goodness their with us or the share price would be getting decimated as we’ve said before with Miton unloading just after Crux doing the same.

[indiestu] 24/11/2024 14:28

hTTps://en.m.wikipedia.org/wiki/DoxaChoose the Greek, Hebrew or Russian origin for the word Doxa. All of them send shivers down my spine and the last places on earth you would choose to park your hard earned cash. None of the origins have any relationship to Chinese religions. Nothing adds up with these guys.

[indiestu] 24/11/2024 13:48

hTTps://uk.linkedin.com/company/doxa-research-ltdI'm guessing people have researched Doxa Partners LLP. The three partners are Zeng, Wang and Wing. The London office is a townhouse and Axia are registered in the Cayman Islands with no company website. A shady Chinese partnership. Come on, would you trust your money to these guys? Screams boiler room operation. Another massive red flag.

[inthetin] 24/11/2024 11:58

If JC ever gets Cyan written about in the Investors' Chronicle or Shares magazine, I will believe that he is genuinely attempting to find new investors in our company.

MB talks about SALT and the company that owns 70% of it (i.e. TEK). TEK (market cap - £18M) has raised money recently at 10p and 7.5p and pretty much gets mentioned in IC on a weekly basis.

You can only go back 8 years on IC and there isn't one sentence written about Cyan. Why is that?

Can anyone find anything written about Cyan anywhere (shares mags or newspapers - not industry articles)?

[multibagger] 23/11/2024 18:57

Good evening Major Courtenay and all :)

The current Indian PM Modi and Govt of India is looking at growing the economy to become $5 Trillion GDP by 2025 and a $10 trillion dollar economy by 2030.



India has become a key foreign inward investment destination following the cooling of relations between China and USA. Vietnam and Philippines are also benefiting from this development. In business, manufacturing industries use the phrase "China+1" to signal their intentions to move manufacturing away from China in the medium term. Apple is already doing this in Tamil Nadu and Indian infrastructure is scaling rapidly to try and make it easier for global majors to do business in India - but it will take many decades, if at all to catch up with Chinese export infrastructure. There is a (what a find a pretty sycophantic) book called "Modi@20 - Dreams meet Delivery " which highlights developments across various development and other metrics.

Following supply chain disruptions during Covid and beyond involving China and further due to border disputes between India and China (which led to India banning Chinese goods and digital services, apps etc), India has embraced the need for "self reliance" and slogans such as "Make India" and "Make for the World" are mainstream in Govt and bureaucratic circles. This could be mis-construed as being "inward looking" but it is a long term objective to move away from China mainly for imports.

CYAN is virtually seen as an Indian company within India and increasingly we seem to be moving our operations to India as it is a much lower cost base and closer to our biggest and most important market. Energy and in particular electricity in the current era is key for economic growth anywhere in the world, and it is worth remembering that we currently have a 42% market share of RF Mesh and a 14% overall smart meter comms tech in India ! So I believe that CYAN is in a strategic sweet spot in terms of the Indian growth story and we will strongly benefit from it.

I foresee the Indian economic model being increasingly outward looking and becoming a leader for digital and associated services for the Global South - where the vast majority of the world's population live anyway. With its software expertise and relatively less restrictive digital privacy regulations coupled with very high levels of smartphone penetration, makes it an ideal hub for AI development. The Reliance group of Mukesh Ambani is already onto this amongst others. The Indian Unified Payment Interface (UPI) and digital stack is streets ahead of our UK set up and India is exporting these technologies to the Middle East and in neighbouring countries.



So from various visits to India over decades, I see a very radically different, rapidly evolving and confident India - like any country it has its problems and issues, but its outlook and prospects look a whole lot brighter than where we are sat !

[major courtenay] 23/11/2024 13:15

Likewise, have much appreciated the last few days messages, pro and con. I’m still hoping for us to be an “overnight success twenty years in the making.” Equally, lingering doubt about extracting true value; I have also heard that a recently resurgent India has an exclusively patriotic approach to wealth creation. Time will tell if they can be persuaded of the merits of internationalism.

GLA.

[tightfist] 23/11/2024 12:58

Beeezzz, definitely fingers crossed; the H1 back-log/pipeline and tone of confidence, combined with the activities of Axia and LF seem to bode well - just maybe CC is finally turning the corner.......

[beeezzz] 23/11/2024 12:05

Tightfist - Much apprieciated, fingers crossed, in the black is the only way to kill shorting off.

[inthetin] 23/11/2024 11:45

O/T

Hi DTB

Enjoy tomorrow's game.

Although I can't see it, bookies have Scotland as ever so slight favourites. Australia have been a great watch so far this autumn and will take some stopping (IMO).

Have fun.

ITT