Cyanconnode Share Discussion Threads

[lwaxf13] 17/11/2016 19:14

Not long now. Counting down to the much waited sales news this side of 2017. Will it be game changing or another non event? Assuming of course that there will actually be news. With cyan one learns to be 100% cynical of anything the company says ;-)

[dreamtwister] 17/11/2016 18:18

hxxp://telecoms.com/173322/uk-smart-meter-network-based-on-ipv6-wireless-mesh-tech/

just some old new`s to get the tart`s in the blue frock`s, in to rampant moods with their toshiba strap on`s

Telefonica’s proposed communications solution for the smart metre network is based on its existing cellular rollout, supported by Connode’s IPv6 based wireless mesh solution which will connect meters in areas without cellular coverage.

The UK’s Smart Meter Implementation Programme is a major national infrastructure project that will involve the roll out of 53 million gas and electricity meters across the UK by 2020. Telefónica217;s UK unit, O2, will serve two of the project’s three regions, catering to the Central and Southern sectors. The deal is valued at £1.5bn over a 15-year lifespan, the operator said, and remains subject to contracts being agreed.

[lwaxf13] 16/11/2016 15:43

If they had been privy to inside information that influenced a decision to invest in cyan then I would have an issue with that. Information that might influence investment decisions or the share price should be in the public domain and not shared privately with other parties. I think there are rules in place to keep companies in check on that. Can you imagine if there was information made available to a third party that influenced them to buy shares that then sky rocketed off that news? Existing investors would rightly be calling for blood as they were denied the information and opportunity to invest further if they wished.

Btw I am not suggesting any third party has any information that is not already in the public domain.

[zengas] 16/11/2016 15:23

What would be wrong with JST having inside knowledge to be worried about ?

Aren't they our distributor for that specific part of the world as well as being a strategic investor, so I would assume they will be likely to bring deals to the table or be associated with them.

From time to time people are made insiders. There's nothing wrong in that.

[tightfist] 16/11/2016 14:42

Agreed lwax. Can anyone technical offer thoughts on my post 673, please, regarding next generation UK home communications. Thanks.

[lwaxf13] 16/11/2016 13:50

If JST have inside ( meaning local ) information to markets in their region then I would see that as a positive and very encouraging in view of recent investment in cyan.

If JST have inside information from cyan that is not in the public domain ( and I am not saying that they do ) then I would consider that as very worrying and it could leave individuals open to regulatory investigation and penalty.

I am all for the former. Totally opposed to the latter.

[tightfist] 16/11/2016 12:22

Fozdad,I hope there is no question that JST have inside knowledge, at least pertaining to the Thai (and adjacent) markets.Cheers, tightfist

[lwaxf13] 16/11/2016 11:45

IMO £1,029M or £1 billion is not that mind boggling in revenue terms for a tech company. Other tech companies (mainly US based) do this and no one bats an eyelid. If Cyan achieve £1 billion in annual revenue they will be re-rated. I would expect a share price of at least 4p on this revenue. If they are making a profit on this as well then I would expect much higher than 4p. Possibly higher than 10p. As much as I would like to see this level of revenue it's all a bit pie in the sky based upon past performance.

GLA

Holding on for £1

[fozdad] 16/11/2016 10:56

Hi Tightfist,

The JST investment is certainly interesting, they are our partners in Thailand and it begs the question whether they have inside knowledge that contracts are around the corner.

ps I see that Beaumont are also blinded by the light from the >500% increase in turnover to a mind boggling £1.029 million whilst ignoring the >800% increase in cost of sales! Or are they trying to blind others with this statistic? Surely not!!!

[tightfist] 16/11/2016 09:46

Hi fozdad, empty end,I can empathise with a lot of your comments, especially JC's habit of creating massive percentage changes generated mainly based on a minimal denominator! Hopefully they can keep raising fresh money at at least the current share price; I am reasonably comfortable they can achieve that, at least for the time being. I find the increasing share ownership by distributor JST and associates very helpful in building credibility, especially pending (hopefully) large contract award wins.Whilst digging around on DCC I found this info on the emergence of a new UK Dual Band Communications Hub to assist in creating a HAN for gas meters and IHD's, a Zigbee Alliance 868MHz is creating a new radio standard. (I believe Cybit is 865MHz). Can anyone interpret how this fits into the UK jigsaw for CyanConnode both technically and commercially:Hxxps://www.smartdcc.co.uk/media/406005/dbch.pdfCheers, tightfist

[cpap man] 16/11/2016 08:20

Broker note this morning on CYAN from Beaufort Securities....



Cyan Holdings (CYAN.L, 0.20p) – Speculative Buy
CyanConnode, the world leader in narrowband RF networks for Omni Internet of Things (IoT) communications, yesterday announced the winning of two Frost & Sullivan best practices titles in the 2016 awards. The Group was awarded the Global Smart Meter Growth Excellence Leadership Award and the Award for Best Practices in Enabling Technology Leadership in Smart Lighting Control for the Public Lighting Industry. These awards recognise CyanConnode's consistency in delivering innovative technology and customer value across the global smart metering and smart lighting industries. Previous recipients of Frost & Sullivan best practice awards include Huawei Technologies Co Ltd, Intel Corporation, Tata Communications Ltd, Vodafone Group, and Cisco.

Our view: With more than 500% growth in revenues for the first half of 2016 alone, CyanConnode recorded a quite exceptional growth rate in the global smart meter market. And this heralds just the beginning of a long-term, global sector expansion. Through the effective leverage of the Company's technical competence, along with its ability to forge strategic partnerships with leading industry participants and a customer-centric approach, CyanConnode is successfully deploying smart metering solutions in highly competitive business environments. It has built strong partner ecosystems within its target markets, which has helped maintain their position at the top of the industry as well as attract new customers. In addition to its organic growth strategy in rapidly developing economies, Cyan acquired Connode in July 2016 to build its brand and presence within developed markets as well, adding a fully compliant standards-based smart metering technology platform to the Company's pre-existing well established mesh based flexible wireless solutions. These opportunities have been detailed in a major report from Beaufort, which provided a comprehensive review of the role that Cyan Holdings has carved out for itself in this booming sector. The note points out the World Bank’s extraordinary demonstration that it is three-times cheaper for utilities to save 1kWh of electrical energy by improving network efficiencies than investing in new generating capacity. Such losses in developing regions, along with the need for much better demand response in developed territories, are now the single most pressing issue for utility groups worldwide. The note goes on to show that a comprehensive and cost effective solution can be found through the implementation of sophisticated smart metering programmes, such as that offered by CyanConnode. As such, the report concludes this now represents a giant, unfulfilled, scalable and truly global growth opportunity with the potential to attract large, long-term and exceptionally sticky customers. Recent equity issuance ensures the Group is equipped for the build-up in working capital that will be required by the Group in the coming months as it captures and facilitates much larger contracts, such as the £10m initial order from Iran, with much of the new capital taken up by into firm, long-term related and supportive partners. Beaufort’s assessment of the enlarged, post-raise, post-acquisition Group now suggests a valuation of some £125.3m. Accordingly, it keeps the shares on a Speculative Buy recommendation with a price target of 0.6p/share.

[dreamtwister] 15/11/2016 17:20

the dcc live...... 2m in the bank.....37m southern not spots plus 50m nothern not spots contracts pending and the tart in the blue frock touting for buisiness in the cambridge not spot want`s a curry with her cyan chip`s.

[lwaxf13] 15/11/2016 12:15

Increasing awards and increasing share dilution. creating share holder value appears beyond the skill set of this lot. Never mind. We are a world leading company. If it wasn't people's real money invested here it would be laughable. Roll on the next dog and pony show.

[dreamtwister] 15/11/2016 11:10

BYPL partners with global firm to reduce power theft



16:21 HRS IST

New Delhi, Seeking to reduce power theft, data loss and improve billing and collection processes in the national capital, an Indian discom has signed an agreement with a global supplier of smart metres at the ongoing India-UK Tech Summit here.

"BSES Yamuna Power Ltd (BYPL) has signed an agreement with Sensus, a Xylem brand, and global supplier of smart meters and utility-grade communications systems," an official from the power company said.

"The agreement will enable BYPL to use FlexNet, Sensus' advanced metering infrastructure (AMI) solution, in BYPL, Delhi Service area on a trial basis. This technology trial will start in the next three to four months and will simplify installation and commissioning of the Sensus FlexNet AMI solution in BYPL, Delhi," an official statement said.

BYPL is a distribution company and a joint ventures between Reliance Infrastructure Limited and Delhi government.

The India UK TECH Summit 2016, country's largest knowledge and technology conference and exhibition, is being held in New Delhi from November 7-9.

"The FlexNet long-range radio technology has exceptional penetration and reach to enable a simple and robust architecture for all applications. It will also help BYPL, Delhi to reduce power theft, data loss and improve billing and collection processes," it said.

"I am pleased to see the partnership between UK firm Sensus and BYPL on smart meter solutions. It is a step towards meeting India's target of 'power to all'," said St John Gould, Director of UK Trade and Economics, India.

[puffintickler] 15/11/2016 09:21

fozdad

Agree.

These awards are completely meaningless from a shareholder perspective.

In fact I generally regard them as negative bling, they distract management time from the business and give them a dangerous feeling of success without the need to actually sell anything.

[emptyend] 15/11/2016 08:53

I have some sympathy with the critical comments about the news of awards etc, though I suspect that in this business these things really do matter in generating street cred with customers.However, everything depends on ultimately winning, signing and delivering on orders. And the first order helps win the second, which helps with 3rd, 4th etc. The difficulty for investors is guessing when that virtuous circle of commercial activity will pick up pace and get critical mass.This really is a binary play. Either they will get into that virtuous circle and the share price will take off to the stratosphere, or they won't. In 5 years time the shares will either be much lower or very much higher.....or, of course, someone with greater cred with potential customers could take them out and take the rewards. Whatever the outcome, the share price won't continue to be in the current tight range for much longer, IMO.

[fozdad] 15/11/2016 08:34

Am I alone in becoming increasingly fed up of these self-congratulatory news releases?

I'm sorry, but a 555% rise in turnover based on a starting point of sweet f.a. is not something to be proud of when the chairman has been claiming for years that we are the world leaders in a multi billion pound industry!

I note that there is no mention of the fact that whilst turnover went up by a staggering £872k, the cost of sales went up by £810k or to use the JC favoured percentage.....870%. What as the outcome of all this? Net losses increased by 25% to over £2.8 million.

Less time spent in meaningless award ceremonies and writing look how good we are news releases please Cyan and more time spent winning contracts and installing systems. It's now over 9 months since we won any new orders, despite having a huge pipeline!

Whilst I'm on my soap box, the Connode transaction looks like it is a good deal, but it also VERY conveniently hides a number of cracks. The cash raised for working capital of the "enlarged group" masks the fact that we would have needed to raise cash regardless of the Connode deal because there was hardly a bean left in the kitty. Also, it will be interesting to see if the next accounts provide any segmentation between business completed by old Cyan and old Connode. I suspect that old Cyan's figure for the second half will be poor and the management will be hailing themselves again by claiming the old Connode's turnover as proof of organic growth.

This self proclaimed world leading business is certainly in the right space at the right time and may have the right products to capitalise, but if we don't start to win business soon, it will all have been for nothing.

[multibagger] 15/11/2016 07:12

CyanConnode Wins Two Frost & Sullivan Awards

Tue, 15th Nov 2016 07:00

RNS Number : 1038P

CyanConnode Wins Two Frost & Sullivan Awards for Excellence



Cambridge, UK: CyanConnode, the world leader in narrowband RF networks for Omni Internet of Things (IoT) communications, has won two Frost & Sullivan best practices titles in the 2016 awards. The Company was awarded the Global Smart Meter Growth Excellence Leadership Award and the Award for Best Practices in Enabling Technology Leadership in Smart Lighting Control for the Public Lighting Industry. These awards recognise CyanConnode's consistency in delivering innovative technology and customer value across the global smart metering and smart lighting industries.



With more than 500% growth in revenues for the first half of 2016 alone, CyanConnode has recorded the highest growth rate in the global smart meter market. Through the effective leverage of the Company's technical competence, along with its ability to forge strategic partnerships with leading industry participants and a customer-centric approach, CyanConnode has successfully deployed smart metering in highly competitive business environments. The Company has built strong partner ecosystems within its target markets, which has helped maintain their position at the top of the industry as well as attract new customers. In addition to its organic growth strategy in next-generation economies, Cyan acquired Connode in July 2016 to build its brand and presence within developed markets as well, adding a fully compliant standards-based smart metering technology platform to the Company's pre-existing well established mesh based flexible wireless solutions.



John Cronin, CyanConnode Executive Chairman, commented: "Design, quality and service are at the heart of what we're trying to achieve at CyanConnode. We take an enormous amount of pride in consistently delivering high levels of value through strategic partnerships which transfers skills and generates wealth for our local partners. In a highly dynamic global market, it is a great achievement for our team to be recognised for its commitment to innovation, leadership and for staying ahead of the competition."



David Frigstad, Chairman of Frost and Sullivan, commented: "To achieve leadership in growth is never an easy task, but it is one made even more difficult due to today's competitive intensity, customer volatility, and economic uncertainty-not to mention the difficulty of innovating in an environment of escalating challenges to intellectual property. Within this context, CyanConnode's receipt of this award signifies an even greater accomplishment. We believe that such an achievement should be acknowledged and celebrated."



Rajiv Kumar, Senior Analyst at Frost and Sullivan, commented: "The Company's focus on delivering a powerful and energy-efficient smart lighting system based on narrowband RF mesh network wireless communications, which can be further scaled up for various IoT applications, can be expected to revolutionise the smart lighting market. The capability of Ultimesh to work with any lighting technology and Web applications can expand the potential of Ultimesh lighting control on a global scale. With its strong overall performance, CyanConnode has earned Frost & Sullivan's 2016 Enabling Technology Leadership Award."



Previous recipients of Frost & Sullivan best practice awards include Huawei Technologies Co Ltd, Intel Corporation, Tata Communications Ltd, Vodafone Group, and Cisco.

CyanConnode provides narrowband RF mesh technology worldwide. Its solutions provide narrowband mesh technology, optimised for exceptional performance and total cost of ownership. Smart metering is part of a country's critical infrastructure, and CyanConnode recognises that its work is of national importance. The company, therefore, works in partnership with local suppliers and manufacturers worldwide and has developed an approach that explicitly seeks to transfer skills and knowledge, establish local ownership, and generate local wealth.

[lwaxf13] 14/11/2016 20:45

To lighten things up a little and take this board off life support lets have a little survey. Fingers on buzzers ... Do you think if we came back here in 4 years time or how ever long it is that JC has been here that

A) the share price will have gone ballistic and we will all be multi millionaires with shares in the next Intel.
B) the share price will have plunged another 50%.
C) the company will have gone the way of so many AIM stocks to stockmarket heaven.
D) we will have diversified into a profitable line of business with a string of gentlemens clubs.
E) we will have been bought out for £1 a share ;-)

Vote now. I vote A. No, maybe B. No, C. No, E. I prefer E.

[lwaxf13] 11/11/2016 09:23

Hear hear!!! Everyone lets ignore the derampers.

Btw since when does buying a complimentary business equate to future success? IMO it's a pitiful reflection on a failing Cyan strategy that they had to buy another business. Let's see how this pans out over the next 6 months and importantly where the share price is then.

[cpap man] 11/11/2016 08:25

Well said ZENGAS - now please ignore the de-rampers!

[zengas] 11/11/2016 08:24

I don't disagree with you re long term investors dreamtwister but to newer investors at these levels it is a more attractive proposition. The fact is they are further down the development chain, bigger orders and have acquired a complimentary business with existing sales/orders.

[lwaxf13] 11/11/2016 08:02

Sounds like a fair assessment and understandably I have zero confidence in the bod. IMO They do not appear to be up to the job. This is why I prefer a takeover or clean sweep of the bod with people who can actually deliver real value for shareholders.