Cyanconnode Share Discussion Threads

[dwall] 09/12/2016 19:18

It will be a lot less depressing on here if he does stop posting!

[puffintickler] 09/12/2016 18:14

lwax

If this is the most depressing share you have come across you must be doing much better than me!

[sabre6] 09/12/2016 14:41

Iwax
I think you have just got out in time as I think the share price will be over 1p this time next year.
We were told some time ago that when they come the orders will be small to begin with and much larger later.

[lwaxf13] 09/12/2016 09:06

Right life's too short and I have decided I will no longer post on this dog. It is without doubt one of the most depressing stocks I have had the misfortune to come across. Eveh more so that people are rewarded for years of failure. I can only see this ending one way and it ain't pretty.

I think I will get myself along to the next shareholders meeting and ask when JC and SS will do the decent thing and make way for people who can grow this business for shareholders.

Rant over. GLA, you need it here with the years of pathetic performance.

[multibagger] 09/12/2016 08:53

Chartists may notice a pennant forming and often sets the scence for a breakout in due course - not that I am a chartist myself.

[cpap man] 09/12/2016 08:00

CyanConnode Holdings (CYAN.L, 0.20p) – Speculative Buy

CyanConnode, the world leader in narrowband RF networks for Omni Internet of Things ('IoT') communications, yesterday announced a purchase order for a Panmesh smart metering pilot project in Sweden from E.ON, as well as a new order worth EUR230,000 from Landis+Gyr for a project in Finland. The order is comprised of CyanConnode gateways to enable its IPv6 6LoWPAN Panmesh solution in Hyllie, a new sustainable city district of Malmö, Sweden. CyanConnode's standards-based solution will support the initial pilot implementation of 400 smart electricity meters across the district. Panmesh is designed to support single and multi-application networks, delivering a versatile solution for current and future customer needs. As part of the Hyllie project, E.ON plans to add other smart city services to the pilot implementation, for example smart lighting control, environmental sensors and waste management solutions to become a full IoT implementation. E.ON is responsible for the distribution of power, gas and heat, serving about 1 million customers in Sweden.

Our view: Traction continues to grow internationally for smart metering! CyanConnode has been working with giant utility E.ON in Sweden since 2006, delivering a robust communication solution, based on the legacy C3 product, capable of meeting all Service Level Agreements. This Panmesh pilot project is the first one where the customer will deploy the full CyanConnode IPv6-based Panmesh solution as an evolution of their existing C3 deployment. Sweden is a leader in sustainability, with focus on supporting customers and communities to regulate their own energy consumption. This implementation is further evidence of the suitability of CyanConnode's offering for the European and global markets, with potential for a significant customer roll-out. In 2011, the City of Malmo and E.ON signed a Climate Contract for Hyllie under which they will jointly undertake to lay the foundation for Hyllie to become the Oresund region's most climate-smart city district and a global benchmark for sustainable urban development. When Hyllie is fully developed around 2030, the area is intended to comprise around 9,000 homes and nearly as many workplaces. CyanConnode's narrowband RF mesh technology provides E.ON with a complementary solution to support cellular networks as well as a city-wide network to connect multi-application devices at a low cost of ownership. Beyond this, the new order from Landis+Gry is for a legacy C3 solution, which has already been rolled out in volume at a large utility company in Finland since 2009. The order will commence delivery in early 2017, with all completed by the end of the first half of 2017. Recognising the global need for a rapid deployment of smart meters, CyanConnode has positioned itself to offer its benchmark solution to a very large number of large, long-term, truly international and exceptionally sticky customers. Recent equity issuance has built-up working capital that will be called upon by the Group in the coming months as it captures and facilitates larger contracts, such as the £10m initial order from Iran. 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] 08/12/2016 15:31

up date on brr media



when the numbers stack up it will put some meat on the bones of the sp

[nilli] 08/12/2016 15:30

Its clear that unless Cyan can announce a large order(£10M+), I cant see the share price going much higher from here. The initial Iran contract shows that its quite possible to get this kind of orders but patience is required, possibly of a saint.

[stav5001] 08/12/2016 15:18

tightfist

Sadly, I doubt that that kind of detailed information is in the public domain.

I doubt CYAN's hit rate would look good.

[lwaxf13] 08/12/2016 14:47

Should have learned lessons ... I think they just flip flop from one failing strategy to the next. I hold very little (none really) confidence in the bod. They can bang on all they want about how great they are at dog and pony shows but the share price says it all. Fail.

[tightfist] 08/12/2016 13:20

Hi STAV,Do you have info on what deals the competition are closing? I would like to understand relative closure hit-rates in both developed economies and also in the more price sensitive developing markets.Thanks, tightfist

[stav5001] 08/12/2016 12:07

Sales......

Does anyone at CYAN understand sales and closing?

I have been saying this for ten years plus, way before JC came aboard!

We need closers not more bean counters and technicians. YES, Of course they have their place, but without real sales, this will continue to bleed cash, as we are diluted to kingdom come.

CYAN should have learned lessons. The Indians hung their "sales" team out to dry for years.

ACTION!

[lwaxf13] 08/12/2016 11:24

Rerate? For what? They sold a handful of widgets in a market with potential for sales of millions.

[tightfist] 08/12/2016 11:16

Hi Mikeroot,Thanks for the link to TraderTim not come across that one before. Do you rate their findings?Regarding a potential re-rating, volume this morning is surprisingly low so far? I do wonder whether investors have yet got their heads into the developments from the Connode business or whether most eyes are still awaiting news from India, Iran, Thailand, etc. More stale bulls rushed for the exit at 08:03. What we really need is new money to start arriving.....Cheers, tightfist

[mikeroot5] 08/12/2016 09:24

Cyan gets a mention this morning.

Seems generally positive about it. Surprise we haven't seen a re-rate in the share price here.

[dreamtwister] 08/12/2016 09:10

well done multibagger on your recent purchase &the recent news is welcomed congrats to the lths and may the new year bring further news.

[tightfist] 08/12/2016 09:05

We are gradually building support at this level. A close above 0.25p during the next three months will be good enough for me.Cheers, tightfist

[cpap man] 08/12/2016 08:52

Hopefully i am not sat next to you in my local over Chrimbo!!!!

[lwaxf13] 08/12/2016 08:49

Market will eventually wake up? To what? A business haemorrhaging cash? I think it has already woken up hence this thing is the pitiful share price that it is.

Holding on for £1.25.

[multibagger] 08/12/2016 08:35

Cheers chaps - agree with tightfist,activeservo and duxy786 posts.

Patience is key...market will eventually wake up...till then it is time to add !

Good luck all :)

[duxy786] 08/12/2016 08:12

...and whilst they dont, we in the LTHs category can continue adding at these ridiculously low levels

[activeservo] 08/12/2016 07:50

Agreed. Once people start looking forward at potential, rather than dwell on the past, then this should be a great investment.

This isn't even "grass roots" yet so patience is needed, which doesn't come naturally with AIM punters. Maybe this time they'll stop grabbing at tiny profits and splurging them down the pub and actually start achieving some wealth.

[tightfist] 08/12/2016 07:40

Encouraging news - and a great reference site to showcase. The 2030 endpoint (even in Sweden let alone Asia) also underlines that this is a long haul and patience is paramount!Cheers, tightfist

[multibagger] 08/12/2016 07:29

Good news of progress - though not a massive order, it validates the concept and demonstrates that we are making slow progress across a range of countries and with varying technical requirements. This is not at all unusual for new technology adoption and implementation. We are staking our territory and gaining market awareness and market share.

I am really pleased with Scandinavian validation as I see it as a more technically and demanding market. If we can make inroads there, then we are home and dry.

Guess the market will add another 0.001p to the share price today - good luck all :)