Cyanconnode Share Discussion Threads

[multibagger] 13/9/2019 20:40

Hi tightfist,

I'm not expecting too much in the near term from the UK SMETS2 rollout revenues - for me the jewel in the revenue crown is definitely India. Any other revenues that come out of RoW, White label etc is a real bonus.

I too would be hugely disappointed if we are taken out early, but agree that JC and DW-P will hold out for a significant multiple of revenues. In my mind that event could be when we reach a market cap of at least £100-150m plus. Though this sum may seem hugely far fetched at this time, it is not at all inconceivable in the next few years. I am very much an optimist in CYAN and have bought accordingly.

We are awash with companies losing hundreds of millions of dollars every quarter and with no stated real prospect of making a profit, being market capped at tens of billions.

Something in the trading in the last few days strikes me as unusual...the movement of the share price upwards on small volumes, augurs well in my opinion.

Let's hope we are delighted shortly with some juicy contract news....

[tonys8] 13/9/2019 20:19

Approximately 300 visitors to this BB today, usually around 100. Maybe there's been a leak and we are to be part of the solution to Northern SMETS problems. Monday could be interesting. Have a good weekend everyone.

[tightfist] 13/9/2019 19:21

I am really concerned about the prospects for a low-ball bid. If one sells-off (values) the SMETS2 cash flow what is the IP valued at by the market - diddly squat at present!However I think DJ-P and JC would be a big obstacle to striking a deal unless the price was several multiples.....?

[tightfist] 13/9/2019 19:17

Yes and No - I am concerned about the public image being created of Smart Meters? SMETS1 wasn't great....

[multibagger] 13/9/2019 18:41

Another strong blue day !

[mtw] 13/9/2019 12:19

Is JC oiling up the placing machine ?

[emptyend] 13/9/2019 11:37

Strongly doubt any leak, but undeniable that there is a chance for a major customer to pick up the tech that gives their products a competitive advantage....and relatively cheaply too!Getting bought out "too cheaply" has been a concern of Cyan management for the last 18 months...........though doubtless most shareholders would be less concerned! :-)

[multibagger] 13/9/2019 08:10

Unusually for CYAN, we are seeing "blue" 2 days on the trot...feels like there is some leak, somewhere ?

Also share price moved up almost 12% on circa £20k of transactions yesterday...clearly been oversold in my view and some up picking up largish trades(relative to CYAN).

Good luck all :)

[emptyend] 13/9/2019 07:47

Interesting news this morning, suggesting that SMETS2 meters are not being installed in the north of England because the comms network is unreliable. Thats the part of the country that isn't covered by contracts connected to Cyan's technology.......another piece of proof for buyers and perhaps a market opportunity??

[emptyend] 12/9/2019 21:26

I'm having one put in next week.....

[hamidahamida] 12/9/2019 17:45

Placing Ahoy

[multibagger] 10/9/2019 16:05

UK SMETS2 rollout update - crosses 2 million mark :)

09.09.2019 2,001,486

[lwaxf13] 09/9/2019 17:16

That chart should be put up at cyan dog n pony shows with a government health warning :-) seriously as said before you need special talent to get things so wrong with such consistency. It really can’t be easy getting it wrong again and again.

[cancun tango] 09/9/2019 11:41

That is quite an impressive performance. Well done JC & co

[cancun tango] 09/9/2019 11:40

Look like transfers to me, disguised by MMs to look like buys.

[buywell2] 09/9/2019 11:14

They say a picture paints a thousand words

[multibagger] 09/9/2019 10:44

Flurry of rapid, biggish trades this morning...a sign of confidence by one/some ? RNS of news before end Oct 19, being acted on, it would appear.

[lwaxf13] 06/9/2019 18:50

I think we all should have taken a lead from JC. He is on the inside and knew how fantastically things were going at cyan in a world leading kind of way. So when he was buying up shares we all should have been following the smart (no pun intended) money. Even remortgaging the house to follow the smart money. Think how richer you would be if you had followed the insider smart money. World leading rich!!! That’s filthy rich IMO!!!

[cancun tango] 06/9/2019 16:05

Got to admit, I hadn't, but from his own post's, mb has a significant holding.

[buywell3] 06/9/2019 14:58

Ha Ha

Bet you do


How about explaining this for starters





multibagger 6 Sep '19 - 14:55 - 734 of 734
0 0 0
Buywell3 appears as the cavalry to support Buywell2 !!

And so too, the method of marking up Buywell2 posts and vice versa !!

I am so, so glad that the brothers Buywell follow your own thinking and your posts reveal the depth of your incisive thinking and insights and lack of capacity to be intellectually challenged - best not to follow numpties like me or read my posts.

Now it becomes clearer as to why you are trolled and marked down all the time. Good luck with your investments in SUN, OPTI and Woodford - I am sure that they are hugely well considered.

Not going to waste any more time responding to you.

Filtered :)

[multibagger] 06/9/2019 14:55

Buywell2/3...unable to handle valid observations on LID thread and appear back on here !

Buywell3 appears as the cavalry to support Buywell2 ! And so too, the method of marking up Buywell2 posts and vice versa.

I am so, so glad that the brothers Buywell follow your own thinking and your posts reveal the depth of your incisive thinking and insights and lack of capacity to be intellectually challenged - best not to follow numpties like me or read my posts.

Now it becomes clearer as to why you are trolled and marked down all the time. Good luck with your investments in SUN, OPTI and Woodford - I am sure that they are hugely well considered.

Not going to waste any more time responding to you.

Filtered :)

[buywell3] 06/9/2019 14:36

I think his point was you might have been pointing him to a pig in a poke

6.75p to 3.75p in a few weeks ain't good pointing is it


14th june 2019 to the present




It could be construed as like trying to lead a lamb to a slaughter don't you think ?

Not a good look IMO and zero credibility IMO if true




multibagger - 14 Jun 2019 - 08:11:53 - 631 of 730
Cyanconnode: Intelligent Solutions for Smart Cities - CYAN

Welcome to the BB Buywell2 !

I don't know enough on the technical question you have asked...but to me the UK SMETS2 contract is an "add on" revenue stream (though undoubtedly welcome). The Cyan story is largely a take on the Indian smart metering story in my view and will be the workhorse for revenues.

Any other contracts coming off, is a real bonus. Share holders have been hugely disappointed before with virtual contracts and virtual revenues from round the world, so I am more cautious about this bit.

If I were you, given what has gone before and where we are currently poised, I would think that this is a very good entry point. G

Good luck if you choose to invest !