Cyanconnode Share Discussion Threads

[johnwall] 24/7/2016 11:28

Multibagger - thanks for the link - here it is in clickable format -

[multibagger] 23/7/2016 22:08

Interesting info on the IoT....

Article in the latest "The Economist" (23-29 July)... page 51...The great Convergence...China aims to lead the world in connecting the factory

..." Huawei's push into the IoT got a boost in June when a new protocol it helped develop known as "narrow band IoT", was approved as a global standard...."

Not sure if this CYAN presentation link from the company website has been posted....presentation at the S3 Summit on 18 July 2016

[sabre6] 22/7/2016 15:20

After yesterdays price movement I thought we may be due a RNS but obviously not.
Watch the share price during next week for any indication of news.

[lwaxf13] 22/7/2016 12:44

Here here. I second that. Only positive comments on this board please and no reference to reality.

[spike_1] 21/7/2016 19:15

Well said!

[ascov] 21/7/2016 18:40

For IOT , Look at Telit. Despite recent recovery, still well priced. Re a wide variety of negative posts on this Cyan BB . If you really hate them and don't like risk, sell them and go and be miserable somewhere else.

[moormoney] 21/7/2016 18:02

Great finish today 😃

[multibagger] 21/7/2016 12:46

Tightfist,

I have bought & read the following books on IoT and related areas

1. The Internet of Things, Samuel Greengard
2. Fast Forward (Technologies and companies shaping the future), Jim Mellon and Al Chalabi
3. The Second Machine Age, Brynnjolfson & McAfee
4. The Silent Intelligence, Daniel Kellimereit and Daniel Obodovski
5. Superintelligence - Bostrom ( I found this quite dense and difficult to read in parts)

In terms of technology adoption cycles, Carlota Perez has written some good stuff. I also read a book called Widening the Lens (?) - about the need for an ecosystem for innovation to flourish....all interesting areas that touch upon what CYAN does.

Crossing the Chasm by Geoffrey Moore is another interesting book - it has opened my eyes in terms of the the barriers/chasm from technological innovation to commercial adoption. I'm not surprised it has taken CYAN 14 years to get where we are now !

I feel the related area that will go apace with IoT is cybersecurity - so I have taken a decent stake in ISPY (Cybersecurity ETF). Though big data is an area that I would like to get a stake in, I haven't looked hard enough as yet.

Good luck :)

[tightfist] 21/7/2016 10:32

MB,It's the potential in that last mile (or last 20 metres!) that intrigues me, coupled to a mesh network. If we can replicate that presence in lots of other nations, (and get paid recurring revenues for it!) that would be immensely valuable - lots of "If's" but SMIP is not a bad place to start and gives Cyan time and alternative roll-outs whilst the Indian saga meanders on and on.What is the best paper published on IoT and the various facets, Technology and Commercial? Where may ARM fit in, apart from their brand and customer channels? The functional requirements seem a long way from fast and clever graphics? Or is it their considerable intellect to be applied in a different field of data concentration?Just musing! tightfist

[emptyend] 20/7/2016 15:32

Surely the point here is that Cyan is in a tunnel of uncertainty, where it is pretty dark and no-one can be certain whether it will eventually emerge blinking into the sunlit uplands or stay underground in perpetuity.If the latter, we all know how that will end. But, if the former, then the scale of upside could be quite substantial. I have to leave it to others to assess whether their IP package stacks up in an evolving marketplace - but, ultimately, contracts and deals don't lie. Another 2-3 contracts (like the Iran contract) before the end of the year, and the shares should start to motor. And the recent fall in GBP shouldn't hurt.

[stav5001] 19/7/2016 18:06

Iwaxf13

I am with you, only I am in the 95% club, because having taken very heavy losses elsewhere on AIM since 2010, I have not had the courage to average down here.

I have always believed in the cutting edge tech, but its CLOSING deals that PAY that count, not partnerships and "POTENTIAL" something that seems to have escaped CYAN over the long years, as we have regularly been sheared like sheep / diluted out of our holdings.

Some good comments made on this BB, more recent entrants are lucky at these price points.

Its never over until its over, but for LT's it has not been a pleasant ride.

[multibagger] 19/7/2016 07:44

Iwaxf13, you are entitled to your views and I respect them.

Good luck :)

[lwaxf13] 18/7/2016 19:20

I don't refute the potential. The potential is huge!!! The IoT and smart metering market will make billions for the winners. I just don't see Cyan getting any significant piece of it. For years they pursued a strategy of going after emerging markets and relied upon fund raising and dilution and now suddenly the strategy has changed. It does not fill me with confidence. If I am proven wrong then my opinion will have been wrong. Let's see where they are in 6 - 12 months.

[lwaxf13] 18/7/2016 19:09

Seriously, Good luck with the 63M shares. I have just shy of 13M and am currently around break even. If I was sitting on a big loss I can take it on the chin.

IMO They can have the best technology in the world in a market that is going nuts but if they cannot get the sales then it is of no interest to shareholders. I remain optimist a buyer will come along and offer a bit more that they are today because I have zero confidence that the crew at Cyan have what it takes to deliver. I base that upon history which is usually a good guide to the future. This is not a reflection on the technical guys at cyan. They clearly are on the ball.

I remember Apple only too well. Over 20 years ago I had 1,000 shares at $20 and thought I did great getting out at $40. A profit is a profit.

[multibagger] 18/7/2016 18:28

Iwaxf13, fair comment.

However, in business and most things, you need to look forward not backwards and sometimes you can be too far ahead of the curve. Innovation does not occur in isolation and needs an ecosystem to support it. In terms of CYAN, the world is now ready for smart metering across a range of utilities, smart cities and IoT - we have all these areas to compete in, grow with and profit from. We are not going for world domination in any field - a mere fractional percentage point of any these sectors will see us upwards of £500m in market cap.

We are nicely positioned and pointed towards where the world is heading - we are not selling coal fired steam locomotives to the Japanese or for that matter trombone oil !

Haven't some household company names gone through a journey when they were either loss making or close to bankruptcy ? Remember Apple in the late nineties / early noughties ?



I sense you have held CYAN for a very long time and in significant loss with CYAN - but though that may colour your perspective, surely you cannot refute the potential ? I took a £178k loss on VIY (now NIPT) - ground breaking tech lured me in, close to notifiable stake, held for over 12-13 years and joined the 95+% loss club.

Older and wiser, solvent and undeterred with over 63m shares in CYAN and counting...adjuaces fortuna juvat :)

[moormoney] 18/7/2016 17:42

History is not good and I did not do well when holding years ago. Cyan has good tech and has spent those years building the opportunities, with a little bit of luck it's all coming good! IMO

[lwaxf13] 18/7/2016 17:35

Cyan time approaches yet again lol. Yeah right.


Does anyone really think cyan can compete and become a growth business in s sector full of much bigger players with deep pockets and top flight management teams? Hellooo, check out the performance history here. It is not pretty despite a stream of partnerships to die for :-)

[moormoney] 18/7/2016 17:29

I agree it looks as though adding to my holding now is a good idea! Cyan time approaches IMO.

[multibagger] 18/7/2016 16:46

Tightfist, I am attributing the ARM takeover news at a very significant premium for our shareprice rise today (atleast to a degree). Softbank has been an asute player in the tech space for a long time and it is good to know that they are betting a decent sum on increasing likelihood of significant IoT trend.

As discussed before the presence of chips (with our IP) and communication options could make us a very big player in the delivery of "last mile" tech. Not long before we become attractive takeover target ourselves, once we get some decent revenues and recurrent profits from sticky customers.

In no particular order, I would think that Siemens, GE, Honeywell, IBM, Tata, Reliance, L&T could be potential suitors.....at a significant premium to share price at that time.

Today has been important in that sense - some may have woken up to the realisation that there is more to CYAN than just smart metering and worth salting away a few shares :)

Good luck all !

[moormoney] 18/7/2016 13:02

Cheers tightfist!! 😄

[tightfist] 18/7/2016 12:55

Ping! The mention of IoT technology in the ARM acquisition won't do any hARM at Cyan.MB, Doing business in India takes inordinate patience, but at least if/when there is a deal it stands a good chance of being adhered to. I agree about the massive market potential; they would not leap into a "sticky customer" deal with a Cambridge technology minnow without a vast amount of commercial checks and balances.Cheers, tightfist

[moormoney] 18/7/2016 11:57

Ping! Interest returning.

[multibagger] 18/7/2016 06:49

Cheers tighfist - thanks for the info. Though India is taking a long time to move on with contracts etc, the sheer scale of population and the demands on electric and other essential infrastructure is massive. So IMHO the extra time that we are "investing" and doing "groundwork" etc to make and strengthen our presence in this market is imperative. Like many Eastern cultures, there is a strong element of business done with "people you know" rather than just a contract being signed off, so this adds time as well.

Interesting that they are paying a lot of attention to the funding model and I am sure that we will benefit from the same...and we have so many other potential customers we are talking to....patience is key !

Good luck all :)

[cumnor] 17/7/2016 22:13

Not sure (if it is so complicated) then they are bothering with India-it could use up too much resource and there is plenty of scope to concentrate on less tedious and potentially more lucrative markets. (The bottom line is sales and profits and not bureaucracies which pay lip service to potential contracts yet offer them in the end to their own vested interests). Times today article on smart meter company (I never heard of) company float with possible mrkt cap of 1 bln-shows the potential. Cyan is too small and should focus more on real contract wins rather than blue sky tenders. imo