Cyanconnode Share Discussion Threads

[lwaxf13] 16/9/2019 11:52

Is something fishy going on? This share is up the past 3 trading days which is very out of character for this world leading company. A big plus from this is it is now only down about 93% since JC arrived. A great performance.

[cpap man] 16/9/2019 07:20

KAV v.interesting RNS @ KAV this morning including a potential JV with a MAJOR

[multibagger] 14/9/2019 05:42

Good morning Bscuit (and all)! Longer suffering than I - my commiserations ! But the tide is about to turn I hope, given all the false dawns we have had :)

[bscuit] 13/9/2019 20:56

Multi, LOL.I have been here since before listing, indeed I played a major role in the listing as NED of an investment company that was the only initial insti and originally.wasn't going to convert warrants till I persuaded them to do so. I still have lots, but offloaded some at higher levels.

[multibagger] 13/9/2019 20:39

Welcome onboard bscuit - yes I agree that it is a welcome 30% share price improvement, but a lot, lot more needed for LTHs. I remain confident though :)

[bscuit] 13/9/2019 20:33

From recent trough to today peak in 3 days is unusual by Cyan standards,so big visitor increase is.no surprise. 3.9 to.5.4 is over 30%. But for LTH probably.too little etc!

[multibagger] 13/9/2019 19:42

Hi Tony8 - welcome onboard ! I recall JC saying that CYAN were approached with regards to the Northern territory of the smets2 rollout, as the contract holder was struggling to deliver. Whether that actually came to anything I don't know - but unlikely. I am keeping my eyes peeled on news from India :) Edit: 335 visits from 51 unique visitors according to Flag Counter - but hardly any posts. Mostly lurkers (as usual).

[multibagger] 13/9/2019 19:40

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 19:19

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 18:21

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 18:17

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

[multibagger] 13/9/2019 17:41

Another strong blue day !

[mtw] 13/9/2019 11:19

Is JC oiling up the placing machine ?

[emptyend] 13/9/2019 10:37

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 07:10

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 06:47

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 20:26

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

[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.