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Share Name Share Symbol Market Type Share ISIN Share Description
Cyanconnode Holdings Plc LSE:CYAN London Ordinary Share GB00BF93WP34 ORD 2P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.05 -0.61% 8.10 8.00 8.20 8.10 8.05 8.10 87,833 15:54:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 2.5 -6.2 -3.3 - 15

Cyanconnode Share Discussion Threads

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DateSubjectAuthorDiscuss
23/11/2018
11:31
See text in H1 results, Cyan’s contract is in the Southern regions only and SMETS2 only. SMETS2 delays were caused by DCC being behind schedule: A close collaborative partnership between CyanConnode, Telefónica and Toshiba resulted in a solution for second generation smart meters (SMETS2). Telefónica, (appointed as the preferred SMIP communications service provider for two thirds of the UK), promoted CyanConnode's narrowband RF mesh network technology to extend the reach of its existing mobile (cellular) network, into locations where cellular signal was not available ('Not-Spots'). Embedding Cyanconnode's Technology into the Toshiba SMETS2 Telefónica Communications Hub has enabled smart meters to be located in 'Not-Spots'. Anthony Shaw, Telefónica UK Smart Metering Director said, "CyanConnode is one of the very few suppliers globally that has the experience and leading-edge technology to support Smart Meter deployment in areas where there is no cellular coverage." In June 2018, Secretary of State for Business, Energy and Industrial Strategy (BEIS), Greg Clark, announced that 1,000 SMETS2 devices had been installed and that the figure was a "significant milestone because it represents the beginning of the roll-out of the next generation of meters". CyanConnode's contract is with Toshiba for its SMETS2 Telefónica Communications Hub and consists of software license and support fees. The Toshiba contract was originally calculated to deliver GBP24m of revenue based on the assumption that 10% of SMETS2 meters would be located in 'Not-Spots'. However, Energy Suppliers are now finding that dwellings with thick walls, or in blocks of flats, or in areas with poor mobile signal, are contributing to one out of three meters being located in 'Not-Spots'. Consequently, if the percentage of meters located in 'Not Spots' is more than 10%, then CyanConnode's revenue expectations from the contract will increase on a pro-rata basis. CyanConnode expects the roll-out of SMETS2 meters to gain momentum in the third quarter of 2018.
davep4
23/11/2018
08:14
Cyan already involved ( you know that right?) yet, 'Just 3,000 of those second-generation meters have been installed in the north of England because of technical problems in the region.'
fred splange
23/11/2018
07:58
Fred .. what they need is is a cheap and proven solution that can penetrate concrete walls and be used in tower blocks and rural not spots, easily facilitates change of suppliers and has been security tested by GCHQ. Anything come to mind ... Cyanconnode to the rescue :-)
tonys8
23/11/2018
07:55
Just 109,000 such SMETS2 meters have been installed so far, rather than the 23m expected by now.
fred splange
23/11/2018
07:41
https://www.theguardian.com/environment/2018/nov/23/smart-meters-rollout-labelled-a-fiasco-as-consumers-face-extra-500m-bill
fred splange
22/11/2018
23:50
Time will tell!
davep4
22/11/2018
23:36
I'd say that "uniquely suited" is pretty clear. ie.....technically superior without material peers.Of course if remains to be seen if that can be turned into cash.....but its better than having inferior tech!
emptyend
22/11/2018
17:04
The PowerPoint orders :-) I doubt anyone believes a word this lot say. Could be another distribution relationship worth ten tenths of nothing again.
lwaxf13
22/11/2018
16:39
Maybe it will be one of those Cronin specials... you know the ones... the "orders" which don't actually put any cash in the bank. The revenue forecast will be met of course... it has to be... the bonuses depend on it.
mtw
22/11/2018
16:31
Maybe Cyan might sell something here but then again I know that Is a tall ask for them :-(
lwaxf13
22/11/2018
15:24
Exactly my point! In which case they would have hardly been 'displaced'.
realist1950
22/11/2018
15:13
Maybe the competitor's solution didn't work or was too expensive!
davep4
22/11/2018
14:53
"DS Technology is delighted that it can now offer its customers CyanConnode's RF Mesh Networks and Ominmesh solutions, which are uniquely suited for our regional utilities" If Cyan's solutions are UNIQUELY suited, this would imply the competitor Cyan "displaced" was not actually suitable in the first place!? Just an observation. lol.
realist1950
22/11/2018
10:29
Thanks for kindly sharing your research davep4 - much appreciated :)
multibagger
22/11/2018
10:03
It also appears Silver Spring has been bought: https://www.silverspringnet.com/article/press-release/itron-acquire-silver-spring-networks-accelerate-smart-grid-smart-city-innovation-growth/
davep4
22/11/2018
10:00
multibagger: Silver Spring no longer appear as a partner on the tpfz website: http://www.tpfz.com/partners.html
davep4
22/11/2018
09:51
If we have indeed displaced Silver Spring, then it is a massive vote of confidence. In cost insensitive countries (relatively speaking) like UAE, I would imagine that they would place an emphasis on reliability and future proof technical specifications meeting high global standards. Also though the CYAN emphasis so far has been on smart metering for electricity, we do have the products and technical ability to deliver on gas and water metering as well. So given the pressure on water resources in the dry parts of the Middle East, we could find ourselves possibly getting involved in these areas as well ? Just a thought....all very interesting :)
multibagger
22/11/2018
09:46
Hi cpapman, My gut feeling (nothing more) is that we could possibly make $5-8 per meter with these distribution agreements in Phillipines/UAE/Bahrain (when compared to about $25-30 I am led to believe that we make per meter over a 5 year period for smart meters in places like India). Maintenance agreements are in the range of $2 per meter/year it would seem after the 5 yr period....so in these Phillipines and UAE/Bahrain agreement could be about 50 cents/each/year possibly ?
multibagger
22/11/2018
09:34
Maybe the displaced competitor is mentioned in this press release: http://www.tpfz.com/article.html?id=38
davep4
22/11/2018
08:57
Another slot in another sales catalogue will no doubt make the happy clappers hands sore...
mtw
22/11/2018
08:15
Another thought multibagger is that even if these DA's made CYAN self financing with enough left over to go and pursue certain other lucrative deals that would be no bad thing eh?
cpap man
22/11/2018
08:13
There's the RNS I mentioned yesterday. There may be another. But the price will continue to slide imo.
realist1950
22/11/2018
08:13
Which significant competitor has been displaced? “Under the terms of the Agreement CyanConnode displaces a significant competitor.”
davep4
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