Cyanconnode Share Discussion Threads

[multibagger] 23/10/2019 06:36

Welcome Kilij ! Hope your buying brings on a few RNS announcements !!

[kilijarslan] 22/10/2019 13:25

Got in for a few this morning ?

[profit7] 21/10/2019 16:22

News any day now

[multibagger] 21/10/2019 15:37

Welcome aboard and Salamat Datang profit7 :)

[profit7] 21/10/2019 15:33

12p 12 month high Could rise on good contracts news

[profit7] 21/10/2019 15:33

12p 12 month high Could rise on good contracts news

[multibagger] 21/10/2019 11:15

Some buying interest continuing from Friday and let's hope that at least this time it pre-sages some real good news !

[multibagger] 20/10/2019 06:44

According to this article...India is planning to spend $1.4 Trillion dollars on infrastructure over the next 5 years. Https://www.businesstoday.in/current/economy-politics/india-to-spend-14-trillion-on-infrastructure-in-next-5-years-fm-nirmala-sitharaman/story/385687.html

[multibagger] 18/10/2019 19:21

Approx 2 working weeks to expected contract announcements as per RNS of 04 Sep. Will there be any announcements at all ? Some buying interest and share price upward movement on tiny volumes...clutching at straws maybe :)

[multibagger] 07/10/2019 16:49

Interesting chatter on the other thread, as to whether the EESL tender is a retendering exercise or a new procurement - 5.5m meters being tendered this time. There was information presented at the London Investor meeting in March 19, where it was apparent that the EESL tender had failed virtually totally (it was a multi-million smart meter tender).

[cancun tango] 27/9/2019 08:12

 'The Company is working on several large tenders, both in India and the rest of the world, which the Board believes will result in significant new orders in H2 2019 which the Company hope to announce before the end of October 2019.'So, at least two new 'significant' orders in less than 5 weeks time. It'll be interesting to see how they define significant. And even more interesting to see how long after the announcements comes the placing. 

[multibagger] 24/9/2019 11:43

Thanks tightfist for your valid observations that there are different possible revenue models depending on when and where they are in play. What I have mentioned is the most recent indicative figures that I have been able to glean from various sources as to what CYAN component of revenues are and are pertinent to most Indian contracts. The figures mentioned do not include the cost of meter or other hardware equipment etc as it is not really relevant to us per se. I appreciate that there may be other revenue models in the RoW / Nordics etc. Sorry if I was not clear about this in my earlier post. In my tunnel vision re CYAN revenues, Indian revenues are really what I am banking on - anything over and above from RoW or the UK would be a very welcome bonus.

[tightfist] 24/9/2019 10:24

Hi MB,I acknowledge that you follow CC a lot closer than me, but please can you check your unit revenue figure? The scope-of-supply is surely critical and they have encompassed complete meters (early on, proof of concept), to comms cards, and now towards licences - accompanied by a range of maintenance and AMI communications/billing arrangements.And they all have their own cash flow characteristics, some spanning many years forward.....Cheers, tightfist

[multibagger] 23/9/2019 07:33

Each smart meter is worth about $25- 30 for us - I imagine for large orders there is very likely to be a volume discount. There is a US dollar forex volatility element as the electronic components for the Network Integration Card (NIC)- which the communication part of the meter (is what connects the smart meter to the RF mesh.) Components are sourced from Taiwan apparently. The Contract Equipment Manufacturer (CEM) absorbs upto 5% of forex volatility, but anything more we'll have to absorb. Typically, 55% revenue in the first year 25% in the second 5% per year x 4 In India, all our payments/receipts are in denominated in Indian Rupees, but converted to USD for consistency across global revenue streams. So hopefully, if we have a RNS or two landing, we have a ball park figure handy as to what the contract(s) maybe worth.

[multibagger] 20/9/2019 08:57

29 working days till 31 Oct by my reckoning...so maybe next week ? Good to see tight liquidity and small purchases moving the share price - if and when there is a good commercial RNS, the buying activity should propel the share price upwards quickly. We'll need a few of those to break even though.

[tightfist] 20/9/2019 08:28

Absolutely! - but not an RNS I am looking for this side of Xmas!

[multibagger] 20/9/2019 08:17

Couple of early morning decent buys 250k and 149k and about £20k in total. Annual ISA purchase ?? If it is, then a sign of confidence ! Here's hoping :)

[cancun tango] 20/9/2019 07:23

Would you count a placing RNS as a game changer?

[multibagger] 20/9/2019 06:47

Good morning tightfist and all :) Let's hope the share price rise earlier this week on small volumes, indicates a cautious return to the market by some and the first signs of a subtle shift in market sentiment. A RNS or two/more would be most welcome !

[tightfist] 19/9/2019 22:02

Very sensible, it would require a massive climb-down to introduce CC in the north - lots of egg on Arqiva face!Fingers crossed that we get at least one game-changing RNS in the next six weeks....... but definitely not holding my breath!

[tightfist] 19/9/2019 21:58

That makes sense - after all, the idea is that you no longer need to look at the actual meter! But the in-house usage display - that's a different story.

[emptyend] 19/9/2019 14:32

Just to be clear, there was no mention of NPower that I could see on the SKU2(? I think) meter itself but it came with NPower leaflets and an NPower-branded consumer display.

[cancun tango] 19/9/2019 11:05

You've had the pump.....