Cyanconnode Share Discussion Threads

[lwaxf13] 31/3/2017 09:06

Oh, past history eh?!! But how so? This is a world leading company!!! In the future we should be like Intel except with more shares in issue than an Intel chip can calculate ;-)

[dreamtwister] 30/3/2017 23:10

i have just returned from the future, and cyancannnode is a reflection of cylux past history !

[runthejoules] 30/3/2017 16:26

Rival (in the first world perhaps): hxxp://www.pocket-lint.com/news/139489-what-is-google-wifi-and-how-does-the-mesh-router-work

[dreamtwister] 28/3/2017 13:09

timbo

the dcu is mentioned in one of the presentations,

[lwaxf13] 28/3/2017 09:29

Well fingers crossed in the new tax year a white knight comes along and buys this company.

[cpap man] 28/3/2017 06:53

chipperfrd27 Mar '17 - 09:33 - 2814 of 2817 1 0

Perhaps there is a degree of 'end-of-tax-year' portfolio adjusting going on. It is fairly normal on the LSE at this time of the year. If so, it will all end soon.
Chip

[multibagger] 27/3/2017 23:18

Many thanks timbo003 - your time and effort to post a summary is much appreciated :)

[johnwall] 27/3/2017 22:17

timbo003 - many thanks for the write up.

[timbo003] 27/3/2017 20:16

Thanks for that dreamtwister, I have found one DCC in Basingstoke:


but it seems to be a different to the DCC connected to smart meters:


I have searched around a number of times to try to locate it, but with little success, perhaps it's a virtual centre?

[dreamtwister] 27/3/2017 18:37

india will be the salvation !

[dreamtwister] 27/3/2017 18:33

china....brasil...iran....ireland....russia...africa....thailand...cambrigde...not-spots.....2009 ...2017 contracts flooding the love shack. c u @ o.o16

[dreamtwister] 27/3/2017 18:26

time to fill your boots, buy. buy. buy the more you buy the quicker you will break away or break even.ps the data control unit is in bassinstoke hampshire.

[bilbosenior] 27/3/2017 14:21

Thanx timbo003, your efforts much appreciated.

Earwax, nice summary (not) ...give it a rest will you!!

[lwaxf13] 27/3/2017 13:58

Same old PowerPoints. Same old big jam tomorrow numbers. Same old no comment on further dilution. They can invest in cyan until the cows come home but so far those investments have been very misjudged. I would imagine their priority is to get their money back. In summary - same old.

[multibagger] 27/3/2017 10:00

Slide 8 from MSI Presentation on 25.03.2017:Upbeat and focussed presentation clearly setting out the stall and highlighting the skin in the game for Directors.


Interesting that the "last mile" opportunity was noted to be a key USP in the presentation and one that I had listed as an item of interest to any acquirer....

Current installation: 34,000 units = £1.5m
Rollout opportunity (short to medium term) with our existing customers : 6.2 million meters
Even if we get 10% of that = 620k meters

Apply a significant volume discount and you are still left with a very healthy revenue stream....
... and that is just the very tip of the iceberg and in one single country, albeit a massive one !!


2. CYAN focussing on a range of communication options (to suit various markets and legacy systems) to solve the "last mile" connectivity issue which is what any sensor networked system such as IoT relies on. And the list of sensors will proliferate exponentially and infiltrate our homes and businesses in the years to come, whether we like it / want it or not.

So far so good, but countries will surely start taxing the so far "free to air" sub Ghz spectrum before long - it will be too good an opportunity to miss. But, we should be entrenched enough to be able to pass on that cost / share the cost with our customers.

Subtle but strategically very important statement / shift in our business model IMHO....very interesting :)

Good luck all !

[inthetin] 27/3/2017 09:28

The PowerPoint is out:-

hxxp://cyanconnode.com/wp-content/uploads/2017/03/CyanConnode-Master-Investor-2017-Presentation-Final.pdf

[dwall] 26/3/2017 13:21

Thanks timbo003

Would appreciate that.

[timbo003] 26/3/2017 12:51

Simon gave the talk yesterday at the Master Investor show, unfortunately I missed it as it clashed with two others which I wanted to see. I did however spend some time at the Cyan stand later on in the day where I picked up a few interesting factoids. I will write up a few notes and post either today or tomorrow.

[sabre6] 26/3/2017 10:51

empty I agree
No one would buy at a slightly lower price just for the sake of it, and certainly not if they thought the company was going to go tit`s up.

[emptyend] 25/3/2017 19:11

Looking back a few weeks, I'm wondering if this might be more significant than it appeared at the time?http://www.investegate.co.uk/cyanconnode-holdings--cyan-/rns/new--5-4-million-purchase-order-in-bangladesh/201702090700083868W/A few weeks later they get approached by existing shareholders offering more money.......why at that time?Does anyone know what other deals this new partner is pitching for? And what scale?

[dreamtwister] 24/3/2017 16:10

bellend raise your stoploss @ a penny above the bid price & f/o (y)

[emptyend] 24/3/2017 14:57

My mistake. It seems to be both that are required.

[bilbosenior] 24/3/2017 14:24

Unbelievable England tawk