Cyanconnode Share Discussion Threads

[hamidahamida] 12/9/2019 16:45

Placing Ahoy

[multibagger] 10/9/2019 15:05

UK SMETS2 rollout update - crosses 2 million mark :) 09.09.2019 2,001,486

[lwaxf13] 09/9/2019 16:16

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 10:41

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

[cancun tango] 09/9/2019 10:40

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

[buywell2] 09/9/2019 10:14

They say a picture paints a thousand words

[multibagger] 09/9/2019 09:44

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 17:50

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 15:05

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

[buywell3] 06/9/2019 13:58

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 13:55

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 13:36

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 !

[multibagger] 06/9/2019 13:01

Your point being buywell2 ??

[buywell2] 06/9/2019 11:02

Re on 14th June 2019 ''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'' On 14th June the share price had just risen to nigh on 6.75p NOY in buywells view a good entry point at all. Just as well as buywell did not take any notice of what you thought 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 !

[multibagger] 06/9/2019 10:50

Hi tightfist, I am no accountant, but if the JC has RNSed to that extent, wouldn't any material change to that forecast have to RNSed ? Also that they don't need to issue equity, but are exploring other debt options as a matter of abundant financial prudence. The investor slide deck also mentions the various Chinese partners by name for the first time....so there appears to be a palpable shift in the emphasis/confidence....hopefully it is not a sign of desperation !! Something is cooking one way or the other, but with time on our hands we can only speculate. Calm before the storm ?

[tightfist] 06/9/2019 10:35

Hi MB,I noted #3269 on the other thread that implied Market Expectations were £7m which Stockopedia also quote as the 2019 REVENUE forecast. As many have experienced here before, Orders is one thing, auditable Revenue (R) is another, and received and audited Cash in the bank is almost the ultimate..It is Cash we need to survive, let alone prosper. I suppose I will rest-easy with O>R in 2019, just wondering how Cyan are credibly going to get to R with only 16 weeks to go.......It it is truly to be R then a licence fee package, or similar, is the only way I have experienced. I must listen to the webcast and see if I can foresee the prospect of a virtually instant Revenue stream through a financing initiative? Maybe CJ has been up this road before at ARM?.Cheers, tightfist

[multibagger] 06/9/2019 09:17

Hi tightfist, Anil stated he was confident of securing 1 million smart ORDERS in the current financial year and at the time of Investor meet had already submitted bids for 1.935m with several more in the pipeline. He clearly made the distinction between orders and revenue. Also he seemed confident of securing further 2m smart meters orders year on year - a very conservative annual target, given the overall Indian smart meter market being in the region of 230-250m. The Indian elections put paid to virtually most of our Indian H1 revenues - given the pre-election "code of conduct/purdah period" and the long duration of phased Indian elections and announcement of results on 23 May 2019. I believe that the order announced in Sep 2018 (Genus) had been stalled by a new state government (state govt and central govt being two different entities in a federal system of Indian govt) and I got the impression that implementation resumed in the latter part Q2. So I guess that this order could be the one that is expected to bring in most of the Indian H2 revenues. Anyway just trying to piece various bits of the revenue puzzle....

[tightfist] 06/9/2019 07:40

Hi MB,Just seen your post. Unbounded scepticism is the norm, which is entirely understandable. IF there is to be a turning point then we need to be alert to the signals. Like you I was struck by yesterday's declared timescale - not so much by the date but by the style of communication. IMO JC's credibility was shredded a long while ago - but DJ-P and HP (also CJ) remain and IMO wish to protect their credibility and the entire BoD must have signed-off to yesterday's RNS..But how are they going to deliver REVENUE of £7m (not just mere orders, but actually delivered the contract DELIVERABLES) or is there hidden meaning in the word OUTCOME (which the sceptic would say is orders received but deliverables to follow - maybe!)..IF you believe in AUDITABLE REVENUE there should IMO be a transformational event pending?.Food for thought! tightfist

[cancun tango] 06/9/2019 07:08

MB, You ought to know better by now, there's enough previous:Street lighting in ChinaLetter of intentBrazilTNEBIranUkraineBangladeshUK incomeBI incomeEmail about the $11m your uncle who died in a car crash in Nigeria left you.

[cancun tango] 06/9/2019 06:51

Maybe And if it's won, and there's a placing shortly after, what are the timescales for never hearing about it again?

[multibagger] 06/9/2019 05:52

Re Post 706 from 02 Aug 2019 I wonder if the next RNS from India would be regarding Jharkhand contract for about 360k smart meters ? The timelines involved could indicate the confidence for announcement before end Oct 2019.

[realist1950] 05/9/2019 21:01

December 2017: realist195014 Dec '17 - 22:02 - 1765 of 3282 Edit 0 1 0 Reading between the lines and in my opinion only, here is the risk to near-term speculators and punters: As noted above, as the interims show such poor financial performance and such a hefty loss, should H2 (soon to finish) show in any way similarly weak TRADING (that is monies received, banked) CYAN will be producing their worst set of FY results to date. Yes there has been 'progress' in the year just about to end, but the numerous 'orders' are only monetised when actually delivered. They are, to quote JC himself: "purchase orders received BUT NOT YET DELIVERED". Further, many of the 'orders' that make up the much lauded $100M are for numerous roll outs over several YEARS. Further to that, on average, c.50% of the total revenue is from software licensing for the LIFETIME of the contract i.e. deliverable (and thus payable to CYAN) long after the initial deployment on hardware, which in itself I would imagine will take a couple of years to implement. So whilst the order book looks good, remember that the value will not be fully realised until the lifetime of the contract is complete (and that could be many years from now). Also recognise that some of those 'purchase orders' may (or may not) fall through. Nothing is guaranteed.....particularly in the tech space, where things chop and change frequently. I think this is why the BOD talk of improving shareholder value only in the longer term ie, quote Harry Berry: "over the coming years". Has there been slippage on the delivery (and thus payment) phase of the recent orders of the past 16 - 18 months? I don't know the answer to that but as CYAN are, by their own words, waiting right until the end of the financial year before providing any trading update, it's my personal view that H2 figures are again weak and they are waiting for every last £ to come in before saying anything else. I may be wrong on that, but a realist would pause to consider it. This is the near-term risk of speculation here imo. If not much has been delivered in H2, the FY results are going to look rather poor.....and of course that recent cash raise will be eaten away. All imo. DYOR etc. realist195015 Dec '17 - 08:06 - 1769 of 3282 Edit 0 0 0 Good morning. I take your views on board. I think if CYAN are to progress and ultimately succeed, there will be ample chance to buy in and enjoy some of that success. But I question the rush to acquire stock here and expose oneself to all the uncertainty in the meantime. Several years ago cyan won a contract for £1M and it was never delivered and subsequently (and quietly) fell off the books. I'm not saying all recent contracts will follow suit, but there is many a slip twixt the cup and the lip. I would have hoped 'about to enter' (the delivery phase) would have occurred by now (especially for earlier contract wins). After all it'll be two years this coming spring (which is really very close) since the Iranian deal. But this is the nature of the beast with emerging tech and emerging markets. An interesting space for sure, but risk mitigation until it comes good would seem prudent.