Buy
Sell
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
  0.00 0.0% 8.30 8.10 8.50 8.30 8.30 8.30 34,883 08:00:00
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

Showing 24401 to 24421 of 25450 messages
Chat Pages: Latest  982  981  980  979  978  977  976  975  974  973  972  971  Older
DateSubjectAuthorDiscuss
30/7/2019
20:56
Apple is a world leading company just like Cyan. Both operate in the tech space as major global players. Apple just announced quarterly revenues of $53.8 billion with a nice profit in that. What’s the guess here on Cyans next 3 months revenue? £1? £2? £10?£53.80? I hope the Cyan world leading management team are not poached by Apple for their special talents.
lwaxf13
25/7/2019
20:55
So whilst watching paint dry...hopefully quicker in this 36c weather :) Round 2 of the "Guess when the RNS will be out" game - referring to commercial contract information. India: 2nd week of August 2019 RoW: 3rd week of September 2019 Good luck all !
multibagger
25/7/2019
20:49
Hi tightfist, Thanks for the context. BI has tied up with us for the purposes of securing Omnimesh and RF mesh/NB-IoT technology (as I understand it) as their current communication specification/product offer is PowerLine Communication (PLC). Apparently PLC is the standard communication technology in China and already the smart meter market there is considerably more mature than in most parts of the world - one of the benefits of a command economy as you put it. BI is not planning to sell our tech in China, as far as I know. However, BI wants to have a suite of communication technologies which it can call on to bid for contracts globally - this is where our IP comes in and what they are willing to pay us for. The manufacturing facility is in Bangladesh for some reason. China's economic reach and influence is many parts of the world is far greater than what we enjoy. There was talk of places like Nepal, Kenya, Sri Lanka etc being in the frame as potential markets, but don't know if BI is pursuing them with vigour. Hence, BI could become a big global player in smart metering, given that they are a massive player in China already. I get the impression that the next "white label" deal(s) will be structured differently with some money coming up front...lesson learned from the first deal, it would appear.
multibagger
25/7/2019
07:10
Hi, FYI the Investors Call recall is now available on the website. I think the key word is possibly "capability"..I have worked within multiple licence agreements in the past and the information, specifications, know-how, training etc to achieve the capability phase was quite valuable and recognised with multiple substantial milestone payments - I remember the delivery pressure! But I don't know if this is the structure of the first Cyan license agreement; I was just pondering about how they are going to RECOGNISE £6m total revenue in H2..After proving capability, it is surely worth noting that BI is an established meter player and that China is a command economy, hence roll-out might be more assured; no pauses for elections there!?.Cheers, tightfist
tightfist
25/7/2019
06:18
re post 698 I did not get the impression that BI was ramping up production...they are going to start production in the latter part of H2 2019. But unless BI have a ready offtake of the manufactured NIC cards from contracts that they have won and are ready to install, I am not sure we will see any money from BI this year. I could be wrong of course as it just my interpretation of what was said and my take on things.
multibagger
25/7/2019
06:06
Good morning tightfist and all :) Joined in on the Conference Call the other day and looks like we have bid / bidding/imminently bidding for contracts around 780k smart meters in India recently. Based on what was said at the Investor Meet on 15th May 2019, it looks like we may have already well exceeded bidding for over 1m smart meters in India this financial year. Anil was hoping to land 1m smart meter orders this year (as opposed to revenue from 1m smart meters this year) - so we may be on course. Any idea as to how long the typical bid process takes from announcement of tenders to award ? I guess the recent elections etc has prolonged the procurement cycle significantly, but should revert to norm in the near future. Also energy sector changes that were announced in the recent Indian budget should speed things up. Conference call - they sounded quite confident that £7m will be achieved this year and profitability in 2020. Contingency planning for funds through invoice financing, secured or non-secured loans seems prudent and though may be more expensive in the short term, a more palatable option than an equity raise in my view. The "Opex model" raised by JC referring to the manufacture and leasing of smart meters over a 10 -15 year period in return for monthly payments (similar to the Secure Meters model in the UK) was interesting and a mechanism to break the current high initial / upfront costs for utilities/governments. Looks like Cyan are talking to Macquarie amongst others....though these kind of discussions can take time as typically you are talking about the likes of Macquarie putting up £250-500m to finance the manufacture, installation and ongoing maintenance of equipment.I guess Macquarie will be looking at the uptake of smart metering and type of technology, before setting up a fund and £250-500m is relatively small beer for them, but they like the revenue stickiness, visibility and predictability of solid infrastructure project funding. Now back to waiting for news.....
multibagger
24/7/2019
07:00
My interest here has waned But GLA
buywell3
24/7/2019
06:51
Hi there Buywell,.Maybe you were dialled-in to the investor call yesterday. IMO they seemed confident of hitting £7m this FY; obviously the questions were largely focused on validating the underlying enablers......There was brief mention that BI were planned to ramp-up production capability later this year and one wonders about the $4m revenue recognition (see Dec 2018 RNS) belatedly clarified with the auditors - and cash flow. IMHO (and licensing experience) one would expect a hefty up-front % element to supporting that capability?.Just maybe this is a significant part of their anticipated FY revenue? tightfist
tightfist
22/7/2019
16:03
Still working off hope then, multibagger?
realist1950
22/7/2019
10:22
India successfully launches Chandrayaan 2 - Moon lander earlier today according to news reports. Let's hope for news from India that will give CYAN share price escape velocity in the near future. Good to see another of my big holdings LTG doing just that today :)
multibagger
18/7/2019
17:25
It's been pretty scary for several years and, agreed, the chart looks disastrous. On the other hand the BoD and DJ-P in particular have a lot of skin-in-the-game - all it needs is Anil to deliver a couple of SUBSTANTIAL orders in the next few months and it's game on - is India advancing sufficiently and nearly able and ready to commit? The ultimate Risk-Reward play!
tightfist
18/7/2019
12:07
When is a business not a business...... When it's in a bit of a mesh
owenski
18/7/2019
11:41
Too little turnover for me to buy.
escapetohome
18/7/2019
11:27
Go back to school.
realist1950
18/7/2019
11:26
head in hands.
realist1950
18/7/2019
11:17
Correct me if I am wrong but this should have read Cash burn seems to be around 2.2M in 6 months Cyan have 3.2M left due to the 0.8M tax credit 6 Month turnover is surprisingly small at 1M from the update Looking at recent contract wins is it reasonable to expect the next 6 months turnover will be double that of the 6 months 1M in the update ? What does seem a problem is that if the cash burn carries on at current rates in another 6 months there could only be 1M cash left However I assume they have some credit facilities in place , so perhaps not a reason for too much negativity by some posters. There may well also be further tax credits to come.
buywell2
18/7/2019
11:06
And that's quite conservative for him! He is utterly clueless.
realist1950
18/7/2019
11:03
Tonyj over the road thinks it's worth 50p, and he's a holder!!
fred splange
18/7/2019
10:54
How anyone can watch the FY results video/interview on the homepage of CYAN and invest, is beyond me. Dreadful. But some buy it.
realist1950
18/7/2019
10:49
Don't think this is necessarily cheap after the recent fall. Always look at the mkt cap vs the reality of the companies finances and it's ability to actually generate cash. This has a long way to fall from here in my view.
realist1950
18/7/2019
10:44
This has a long way to fall from here imo. Extra funding is, once again, more or less a certainty in my view........but I did tell you that.....and last year....and the year before.....and the year before that.......well for around 10 years actually.
realist1950
Chat Pages: Latest  982  981  980  979  978  977  976  975  974  973  972  971  Older
ADVFN Advertorial
Your Recent History
LSE
CYAN
Cyanconnod..
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210224 22:00:28