Cyanconnode Share Discussion Threads

[lwaxf13] 27/2/2019 17:13

Getting close now to the all time low. Come on JC. Show us your special skills and how only an expert can drive it lower. Bonus time anyone?

[mtw] 27/2/2019 14:51

Chunky sells to be followed by news of fund raise maybe.

[lwaxf13] 27/2/2019 07:29

That might have been a smart (no pun intended) move given the never ending amateur performance of this crock of a company.

[orange1] 26/2/2019 22:03

Somebody sold today at 7.8p a share. They clearly haven't been reading this thread.

[lwaxf13] 20/2/2019 17:16

Another small order. I wonder if it is for real money or just PowerPoint :-)

[mtw] 20/2/2019 13:05

Omnimesh is a cant do without solution in the same way that the magical cyan chip was. It never ceases to amaze me that some believe this tripe as gospel.

[bscuit] 20/2/2019 10:10

Though curiously I got an IC alert of a trade @8.01.Selling into uplift?

[insanity99] 20/2/2019 09:13

Nice stamp of approval from L&T.

[smithless] 20/2/2019 08:25

I have been negative on this stock for as long as I can remember, but I think it is now beginning to turn the corner. The order book(actual) is looking real and accelerating. Development cost have all but finished and cash burn will fall massively in 2019. Worth a punt IMHO

[multibagger] 20/2/2019 08:02

Hi John, Agree that the contract size per se, is not huge. It is the demonstration of billing efficiency to the discoms and their learning from that insight and implementing change, is what is a very interesting development to me. Others will soon follow suit - I imagine it is a small world in the energy sector in India and people will be talking and learning from each other. A very positive development !

[johnwall] 20/2/2019 07:56

Small but welcome increase in revenue but I thought the most interesting point concerned the “dramatic improvements in billing efficiency” seen as a result of the current installation. I know this has long been touted as an advantage of smart meters in India (and other places where there are high ‘non-technical losses’) but is this the first time it’s been demonstrated in practice?

[lwaxf13] 13/2/2019 16:36

According to some geezer over at the glee club Omnimesh has got the industry excited. Cyan has the industry excited?!! Of course they do. Google, Amazon other household names with real iot products and leadership must be shaking in their boots.

[tightfist] 09/2/2019 07:35

Thanks davep4, the last few lines go some way towards addressing my fears about IP leakage to BI and also ceding our SEAsia market potential to them.At the highest level I see statements that the Chinese are suddenly transforming to a culture of IP-integrity; sorry, their cavalier attitude is totally ingrained IMHO.Cheers, tightfist

[cumnor] 08/2/2019 22:19

9-5 clerical job bit unexciting iwax? Look forward to the Fri night excitement of posting on Cyan like clockwork? Takes all sorts.

[lwaxf13] 08/2/2019 22:06

Oh my. Thought I would look in on this just now and it’s good to see that this world leading crock is doing its special world leading thing. Down we go. Good news is that no one from the world leading Team Cyan is sacked for this train wreck. Must be time soon for bonuses or time for more options?

[cancun tango] 08/2/2019 12:56

What's that they say about pride? No one gets away with being smug here for long.

[davep4] 07/2/2019 17:32

I believe that all the asymmetric key does is to identify the module to the head end software, which will, in turn, verify the qty of modules manufactured by BI. There is no IP in the modules, it all in the headend software, which is under the control of CC.

[bscuit] 07/2/2019 16:10

One presumes this asymmetric key is meant to reassure Cyan directors/shareholders that there is an element of oversight about technology transfer? In practical terms, it must surely be feasible to take the technology and engineer around the asymmetric key?

[davep4] 07/2/2019 15:53

https://cyanconnode.com/wp-content/uploads/2019/02/CyanConnode_BI_Newsletter_Feb19.pdf Strategic Partnership With Beijing Instruments In December 2018, CyanConnode was delighted to announce that it had signed its first Licensing Agreement with a Chinese Partner, Beijing Jingyibeifang Instruments Co Ltd (Beijing Instruments), for the manufacture of Advanced Metering Infrastructure RF Modules and Gateways. The RF Modules will be incorporated into Beijing Instruments’ next-generation smart meters, which will offer an IPv6 standardsbased solution for international markets. The Licensing Agreement was a milestone for CyanConnode, resulting in a strong partnership that will present opportunities for the commercial rollout of CyanConnode’s technology in new territories. Due to its structure, the Licensing Agreement will have minimal impact on CyanConnode’s cash outlay. Who are Beijing Instruments? Beijing Instruments was established in 1977 and was one of the first manufacturers of watt-hour electric meters that were supplied to state-owned enterprises. Beijing Instruments is located in the Daxing Industrial Development Area, where it has a 30,000 square metres facility with around 400 employees, and it also has a joint venture in Bangladesh. Beijing Instruments has been a main supplier to the State Grid Corporation of China since 1998 and has won contracts in Beijing, Henan Province, Hebei Province, Xinjiang Province, Gansu Province and Hubei Province, as well as overseas contracts in Nepal, Bangladesh, Indonesia and Sri Lanka. Revenue Model Revenue from the agreement will come from three streams: 1. Income from the manufacture of hardware: The hardware manufacturing license gives Beijing Instruments the right to manufacture a specific, limited number of RF Modules and Gateways. A royalty will be paid per unit of hardware manufactured and the value of the agreement relating to royalties equates to approximately $4m, over a 2-year period. When the specified number of RF Modules and Gateways have been manufactured, it is the parties’ intention to enter into a further royalty agreement. CyanConnode will also provide Beijing Instruments with design and manufacturing support services, that will result in additional revenue. 2. CyanConnode will also receive revenue from perpetual and/or term software licenses, as structured under its existing business model. For security and the integrity of the system, when each RF Module is deployed there is a unique handshake that identifies it to the CyanConnode headend software. The handshake is a unique asymmetric key, which protects both Beijing Instruments and CyanConnode’s business model.

[davep4] 07/2/2019 15:44

https://cyanconnode.com/wp-content/uploads/2019/02/CyanConnode_BI_Newsletter_Feb19.pdf Strategic Partnership With Beijing Instruments In December 2018, CyanConnode was delighted to announce that it had signed its first Licensing Agreement with a Chinese Partner, Beijing Jingyibeifang Instruments Co Ltd (Beijing Instruments), for the manufacture of Advanced Metering Infrastructure RF Modules and Gateways. The RF Modules will be incorporated into Beijing Instruments’ next-generation smart meters, which will offer an IPv6 standardsbased solution for international markets. The Licensing Agreement was a milestone for CyanConnode, resulting in a strong partnership that will present opportunities for the commercial rollout of CyanConnode’s technology in new territories. Due to its structure, the Licensing Agreement will have minimal impact on CyanConnode’s cash outlay. Who are Beijing Instruments? Beijing Instruments was established in 1977 and was one of the first manufacturers of watt-hour electric meters that were supplied to state-owned enterprises. Beijing Instruments is located in the Daxing Industrial Development Area, where it has a 30,000 square metres facility with around 400 employees, and it also has a joint venture in Bangladesh. Beijing Instruments has been a main supplier to the State Grid Corporation of China since 1998 and has won contracts in Beijing, Henan Province, Hebei Province, Xinjiang Province, Gansu Province and Hubei Province, as well as overseas contracts in Nepal, Bangladesh, Indonesia and Sri Lanka. Revenue Model Revenue from the agreement will come from three streams: 1. Income from the manufacture of hardware: The hardware manufacturing license gives Beijing Instruments the right to manufacture a specific, limited number of RF Modules and Gateways. A royalty will be paid per unit of hardware manufactured and the value of the agreement relating to royalties equates to approximately $4m, over a 2-year period. When the specified number of RF Modules and Gateways have been manufactured, it is the parties’ intention to enter into a further royalty agreement. CyanConnode will also provide Beijing Instruments with design and manufacturing support services, that will result in additional revenue. 2. CyanConnode will also receive revenue from perpetual and/or term software licenses, as structured under its existing business model. For security and the integrity of the system, when each RF Module is deployed there is a unique handshake that identifies it to the CyanConnode headend software. The handshake is a unique asymmetric key, which protects both Beijing Instruments and CyanConnode’s business model.

[lwaxf13] 07/2/2019 08:01

Maybe they could use that as vindication of their world leading business expertise at the future dog and pony shows to lure in mug punters. Big PowerPoint slide “We have an investor who is in profit”

[davep4] 07/2/2019 00:25

Wow! £920 of stock.