gordon geko
- 18 Jan 2006 13:23
target price 35p three months and to double end of 2006 and treble end of 2007
only floated dec 05
cannot post full article for obvious reasons but good news flow expected in
next few weeks/months
got in today they have good recent record of 20-30% in few months and give regular updates and exposure
certianly one to watch and plenty of buyers today
Confidant
- 18 Jan 2006 15:14
- 2 of 42
Have a look through the history of the management here. Nice story but is this at the third attempt ? What is so different this time ?
gordon geko
- 19 Jan 2006 13:40
- 3 of 42
dont know you tell me I'm new to this company and got in on the basis of the whatshot tip no more no less
goldfinger
- 19 Jan 2006 23:14
- 4 of 42
What does it do Gordon?.
cheers GF. NB, big support for this one on the finfoex site.
gordon geko
- 20 Jan 2006 12:52
- 5 of 42
microchip technology tools
gordon geko
- 20 Jan 2006 12:57
- 6 of 42
From
http://www.cyantechnology.com/
eCOGCOGToolsEnvironmental PolicyTCP⁄IP NetworksMultiple UARTsOperating SystemAsset TrackerCamera and JPEGShare Price & RNSInvestor AlertRegistrar & FAQSImportant DatesAdvisersInvestor ContactsPress PackEurope MapAsia MapNorth AmericaCorporate NewsCyan in the NewsEventsEnglish Press ReleasesFrench Press ReleasesGerman Press ReleasesItalian Press ReleasesSpanish Press ReleasesWelcomeCompany HistoryBoardTechnologyStrategyGovernanceDocumentationApplication NotesTechnical NotesSoftware DownloadsFAQForumContact SupportProduct RegistrationApplications EngineerField Applications Sales Applications Finding CyanMailing CyanE-MailWebsite CommentsSite MapPrivacy PolicyCyanIDEDevelopment KitEvaluation KitParallel Port DongleUSB DongleAsix Programming SolutionProduction Programming SoftwareuIP StackCMX TCP⁄IP StackPicOSChronOSEuropean DistributorsAsia DistributorsArchives HomeNewsCorporate NewsCyan in the NewsEventsEnglish Press ReleasesFrench Press ReleasesGerman Press ReleasesItalian Press ReleasesSpanish Press ReleasesArchives Cyan announces Intention to Float on AIM - 14th November, 2005
Cyan Holdings plc, the fabless semiconductor company specialising in the development of low powered, configurable microcontroller chips, today announces its intention to seek admission of its ordinary shares to trading on the Alternative Investment Market ("AIM") of the London Stock Exchange. Collins Stewart is acting as Nominated Adviser and Broker to Cyan. Dealings are expected to commence on AIM on 5th December 2005.
Cyan is an electronics company which specialises in the design, sale and support of a range of 16-bit and 32-bit general-purpose low power microcontroller chips ("MCUs"). These chips are integral components used in nearly all electronic products, ranging from mobile phones and washing machines to toys, televisions and motorcars. Consumer entertainment markets require more powerful processors and are usually based on 32-bit chips which Cyan is developing to serve this market segment. Cyan is based in Cambridge, UK and, since it operates in a worldwide market for microcontrollers, has identified Europe and South East Asia as the largest markets for its products. As such, Cyan opened a sales and technical support office in Hong Kong in May 2005.
Originally Cyan was a spin out from Cambridge Consultants Limited to use its 16-bit core, the same core used in CSRs first Bluetooth chips. Since Cyan was founded in 2002, it has achieved 75 design wins for its initial eCOG1k product and is expanding the range of the patent-protected eCOG1 family.
The Company has introduced design integration support software, CyanIDE, to support the Companys entire range of current and future microcontrollers. The software makes chip integration into customers products vastly more simple, quick, reliable and hence less expensive while dramatically reducing development time. Although the Directors believe Cyans range of MCUs to be competitive, they especially regard the Companys proprietary design integration software, CyanIDE, to be a key factor in the Companys success. Cyan created CyanIDE to avoid relying on standard tools from third party suppliers.
Paul Johnson, CEO of Cyan, said: "Cyan has pioneered the idea of an integrated development of software support tools with the design of the microprocessor unit. We have developed a software development tool, CyanIDE that automatically writes the difficult but necessary configuration software, perfectly matched to the product range it supports.
"Cyan is a fabless semiconductor company meaning that chip manufacture, assembly, testing and shipping is completely outsourced, eliminating the need for manufacturing capital costs. Therefore we can enjoy very low capital intensity."
Paul Johnson, the founding director and CEO of Cyan, gained a Ph.D in Electronics from Bradford University. His industrial career started at Cambridge Consultants Limited where he primarily worked on high-speed analogue to digital converters, sonar and imaging systems. Paul went on to found one of the first Cambridge companies involved in personal computing in the early 1980s.
Dr John Read will join Cyan Technology as non-executive upon admission to AIM. John brings a wealth of experience to Cyan, with a career spanning 30 years in the semiconductor industry. He began as Director of Engineering in 1973 with US-based Honeywell Solid State Centre and has since held senior positions at Texas Instruments, STC Telecommunications, Marconi and latterly as Joint President at GPS Plessey Semiconductors.
Professor Mike Hughes, Chairman of Cyan, previously of GEC and CEO of Midlands Electricity PLC, commented on Johns appointment: "I am extremely pleased to welcome Dr John Read to the Board. He has considerable experience in the semiconductor industry, start-ups and PLCs which will be invaluable to our strategy. When I joined I was very impressed in general with the expertise and capability of Paul Johnsons team."
Commenting on the decision to float on AIM, Paul Johnson, added: "This is an extremely exciting opportunity for the Company. Having achieved a number of design wins for the first product, the flotation on AIM should provide Cyan with the opportunity to expand its product range and exploit the high-growth semiconductor market in which it operates. We believe our combination of ultra low power flexible microcontrollers and software development toolkit sets Cyan apart."
For further information:
Cyan Holdings plc
Paul Johnson, Chief Executive Officer
Tel: +44 (0) 1954 234 400
www.cyantechnology.com
Collins Stewart Limited
Stephen Keys, Corporate Finance
Tel: +44 (0) 20 7523 8312
www.collins-stewart.com
Media enquiries business and finance press:
Abchurch Communications
Heather Salmond / Tania Wild
heather.salmond@abchurch-group.com
Tel: +44 (0) 20 7398 7700
www.abchurch-group.com
Media enquiries technology and trade:
EML
Andrew Shephard
cyan@eml.com
Tel: +44 (0) 20 8408 8000
www.eml.com
Photography
Photographs of Paul Johnson (Chief Executive Officer) are available from cyan@eml.com.
goldfinger
- 23 Jan 2006 01:51
- 7 of 42
Thanks for that Gordon.
cheers GF.
gordon geko
- 02 Feb 2006 16:26
- 8 of 42
i hear some news due 14/2 ? but some good volume today
expect the tip to be recycled via uk analyst soon??
gordon geko
- 03 Feb 2006 13:42
- 9 of 42
some momentume now has it had a metion anywhere ????
gordon geko
- 03 Feb 2006 13:42
- 10 of 42
some momentume now has it had a mention anywhere ????
gordon geko
- 03 Feb 2006 13:42
- 11 of 42
some momentume now has it had a mention anywhere ????
gordon geko
- 08 Feb 2006 09:19
- 12 of 42
from uk-analyst.com plenty of buyers today but not much price movement?
Buy Cyan Holdings at 25.25p
Says Luke Heron of Watshot.com
Based near Cambridge, Cyan was established 3 years ago by CEO Dr Paul Johnson to snap up the intellectual property, licences and agreements necessary to go ahead with the manufacture, distribution, sale and support of the company's eCOG1 product. In January 2004, Cyan raised circa 1 million pounds of new funding, which was later followed by a fundraising netting a further 2.2 million pounds in May of this year and a further 3.25 million pounds last month at 22p. Concurrently, the company appointed various distributors, began product evaluation sales and won its first design wins. What lies ahead now is a potentially massive ramp up in sales and revenues.
The value of investments can go down as well as up. Investing in equities can lose you part or all of your capital. Smaller company shares can be relatively illiquid and thus hard to trade. And that makes such investments more of a high risk than larger company shares. Watshot.com is owned by t1ps.com Ltd which is authorised and regulated by the FSA and can be contacted at 49 Rivington St, London EC2A 3QB or on 0207 033 9389
So what, prey tell....
Cyan is a fabless semiconductor company that designs, sells and supports a range of 16-bit and 32-bit microcontroller chips. Alongside these chips, the company has developed a revolutionary software tool for chip integration into customer's products, which itself allows a vastly more simple, quick and reliable alternative to existing systems, preventing the need for weeks in development time & cost. On a conservative basis, a well-informed brokers note prepared by Collins Stewart for institutional investors has forecast that Cyan could capture 1% of the microcontroller market by 2010.
Before we all get lost in the myriad of technological detail in my latest pearls, some basics are required. Microcontroller chips are general-purpose digital semiconductors used in almost all electronic products. A microcontroller is essentially a computeron-a-chip used to control electronic devices and contains all the memory and I/O interfaces it needs on board. They are the vast majority of all processor chips sold.
The group's first product, the 16-bit eCOG1k microcontroller, has already been successfully completed, has a patented core and has a number of customers in production. Crucially, and this is where it begins to get really interesting, an independent report produced by Innotec found that eCOG chips offered more memory, processed faster and offered better real-world power consumption than the market-leading Texas Instruments range. Now make no mistake, just because Cyan has a kick-arse product, doesn't necessarily mean it is going to kick Texas Instrument's butt, however it is a great start. The seductive power that Cyan has over its potential customer base is its revolutionary CyanIDE development software, which ingeniously, is offered free of charge with their chips. The CyanIDE product essentially allows the customer's software engineer the ability to configure the microcontroller graphically by drag and drop and click in as little as a few hours. This is an attractive option for a process that with any other product would take several weeks of programming and development time.
You can obviously understand that with a product of this nature, distribution is key. Thankfully, whilst the buffoons on the management team may be useless when it comes to conversing with top tipsters; it pains me to admit that these chaps know their market and their product. Furthermore, I am pleased to say that Cyan is currently focussing its efforts on technical distributors to market their products. This gives the company a scalable cost base whilst also allowing it access to a very wide range of potential customers, reducing time to market and a broader spread of risk.
Cyan is a business that has secured a remarkable 75 design wins, a level of success which is simply unmatched by any other company at its stage of development. In short, it is virtually unprecedented for a semiconductor company at such an early stage of development. You don't need to take it from your resident tipster however, the Innotec Experts Report also states "At this stage of development of the company, this is a very good order book."
As the manufacturing, assembly, testing and shipping of the chips are each completely outsourced, the requirement for manufacturing fixed assets and stock is virtually eliminated. This allows Cyan to enjoy very low capital insensity. As the route to market is via technical distributors, as is the case in the electronic devices market, Cyan does not have to develop its own extensive sales network, but yet it still gains access to the world's key electronic-product design & manufacturing companies.
Management
Indeed, the company clearly benefits from a team with extensive knowledge and experience of the entire electronics value chain. Both CEO Paul Johnson and the sales director, Paul Barwick have been involved for many years with research, development, manufacture, sales, marketing and distribution in this sector. Having founded one of the initial Cambridge companies involved in personal computing in the early 1980s, Johnson is a man that is used to moving ahead of the pack. He is very highly regarded indeed in his industry and is widely regarded as a prolific innovator with commercial awareness. Paul Berwick, is the perfect choice for sales director at Cyan, having worked in the electronics sector all his working life. Berwick has considerable experience in building up sales having led teams at both Jermyn Electronics and latterly at Hawke Components. Former GEC technical and managing director, Prof Michael Hughes heads the board as chairman.
Numbers and a conclusion......
By 2008, and on conservative assumptions, I have been presented with a highly plausible case that would see EBIT of 6.5 million pounds, producing earnings of 7.4p per share. For a company that has netted the number of design wins as this one, this shouldn't prove a problem. Neither Collins Stewart nor Innotec seems to think so in any case. Anyway, in the meantime, we can expect losses somewhere of the order of 2.588 million pounds on sales of 1.856 million pounds. Collins Stewart is going for a profit in 2007 of 613,000 pounds at the pre-tax level on revenues of 10.58 million pounds. Quite some jump, but at this stage of the company's growth story, it is eminently achievable.
The numbers are not solely what will take this share higher however. Indeed, if they were, I fear it might be quite some time until we got some action. Neither is the scoop published a few weeks ago regarding the major product launch next month, though that will clearly help in my opinion. It is a combination of its technologically advanced status, its high quality product that cuts weeks of development time down to hours, it is the inevitable design wins that will make their way onto the newswire, it is the potential for new products in the pipeline and also the very potential that lies in an undiscovered and undervalued situation in a sexy sector that I believe will explode in interest over the coming months. The total microcontroller market in 2005 is thought to have been worth some $13.7 billion, up 12% on 2004. Indeed, the market has a long history of growth having grown at a compound rate of 9% a year since 1990!.
I concede that the marketplace for microcontrollers is very competitive and that Cyan's products will compete directly with some of Texas Instruments, as well as those of the other major players' products. However, Cyan's product offers more flash memory, processes faster and has lower real power consumption versus competing microcontrollers so are likely to be able to compete successfully in market niches where high performance and high-specification are critical. It is Cyan's technological advantage and the very fact that this cannot remain hidden from investors indefinitely that will excite the punters. Ultimately, in the very long term, whether Cyan becomes a true, big player is irrelevant as it is the dream of it in the months that follow that will dictate the direction. At this moment in time, there is no risk of this dream dying with a kick-arse set of technologies, cash of some 4.6 million pounds and an unrivalled number of design wins for a company of its size.
At 25.25p, the stance is "buy".
Key Data
EPIC: CYAN
Price: 24.5 - 26p
Market : AIM
Luke Heron edits the small cap share trading site www.Watshot.com. It costs as little as 73 pounds a year to access tips from Luke Heron on the site. For more details click here.
gordon geko
- 08 Feb 2006 12:19
- 13 of 42
still not reacting to the split of buys/sells fell as though talking to myself ??
gordon geko
- 14 Mar 2006 09:17
- 14 of 42
results out 21st fingers crossed
KEAYDIAN
- 21 May 2006 17:28
- 15 of 42
The Business
SEMICONDUCTOR designer Cyan Holdings is an undiscovered and undervalued gem at 16p as it looks to replicate the success of giants such as Texas Instruments, CSR and Wolfson with its market-leading microcontroller chips.
KD.
KEAYDIAN
- 21 May 2006 17:29
- 16 of 42
AIM Investor: Buy Cyan Holdings at 17p
KD.
hangon
- 21 Aug 2006 19:12
- 17 of 42
This stock received much excitement when launched and for some there was a peak to 30p. However, if you ignore this, the trend has been gently south from launch.
So I think "Confident" may be right..."What's different this time...?" - and it seems, not a lot.
A couple of points mentioned here should not go unnoticed:
1) -"...They are fabless therefore less capital..." .is perfectly true....that's why Semiconductor firms use specialists...it is the Norn to be Fabless, IMHO.
Even die-testing equipment is very specialised.
2) "Market-leading" - well, blow me! So the whole Market is trying to catch Cyan in England? I don't think so, it's true that CYAN is specialising in "high-end" devices......but I doubt that Intel, Motorola, or AMD will lose much sleep.....and in the (small) controller market, Microchip is still making a good living,,,,,,,so this has to be seen as a bit of ramping/Advertising Puff.....
I'm not aying they aren't good devices, Oh No! - they are quite good enough to meet the requirements of their customers - but that's the problem - there are too few customers and this means turnover is likely to be "lumpy"....perfectly OK in boom times but slightly risky about now...er, IMHO.
Their "Tools idea" is great, but in reality no-one will invest in designing a chip-product that is different from software they use - hence CYAN "has to" offer some cross-development aides......good idea sure.....but one from necescity.
The CYAN sp says it all.......I wait for the bottom to be declared.......who thinks it will not reach 10p (in a steady Market)? .... I guess that below that figure there will be plenty of interest.......but this is not Wolfson, who were particularly lucky to be at the start of iPods (for example)....good businesses make their "luck" - don't they? Is CYAN into a potential Boom-Time consumer product - someone here may know......but it's unlikely I guess.
Feeling a bit blue?
hangon
- 23 Aug 2006 10:34
- 18 of 42
Oh Dear, oh dear...has my comment resulted in a c.20% fall in just two days.....?
I doubt the Market gives a stuff what I think esp as I have no CYAN stock. My comments were IMHO having considered the investment a few weeks ago. Certainly "now" at 11p(buy) it looks a lot less risky - BUT and this is a big BUT - the Trades show more Sells - but not enough to cause -20% (So is there some Stock News comming? OR has one of their customers begun a cut-back which may filter through......however, that may be the case CYAN strike me as being straight and would have made an Ann already.
Time will Tell.
But don't think I caused it; if my timing looks a tad suspicious....er, sorry guys.
Treblewide
- 29 Aug 2006 13:46
- 19 of 42
they are in the high volume no margin game with a 16 bit Harvard architecture that some of the big boys have had for years...looks like a good short on any strenght to me
Big Al
- 29 Aug 2006 15:30
- 20 of 42
;-0
Treblewide
- 29 Aug 2006 16:19
- 21 of 42
bag a poo
Big Al
- 29 Aug 2006 16:23
- 22 of 42
That don't mean it won't go up!! ;-)))
Treblewide
- 29 Aug 2006 16:26
- 23 of 42
yip it might but will be shorting it anywhere between 16-20p level
GordonG
- 20 Feb 2007 10:40
- 24 of 42
results due 29/03 dont expect much from the numbers but hoping for news of shipments and contracts before that
gordon geko
- 07 Mar 2007 15:04
- 25 of 42
was hoping for shipment news is it time to bale out with results not that far away no news is bad news for cyan ?
gordon geko
- 07 Mar 2007 16:47
- 26 of 42
why has he bought 9M of Cyan ????????
Cyan Holdings Plc
07 March 2007
Press Release 7 March 2007
Cyan Holdings Plc
('Cyan' or 'the Company')
Holding(s) in Company
Cyan Holdings plc, the fabless semiconductor company specialising in the
development of low powered, configurable microcontroller chips, has been
notified by letter dated 6th March 2007 that Mr John Peter Lobbenberg has a
direct or indirect interest in 8,200,000 shares representing approximately
9.632% of the issued share capital of the Company.
Details of this shareholding and the basis of Mr Lobbenberg's interest in these
share is set out below:
Mr Lobbenberg is the registered owner of 500,000 shares (representing
0.587% of the total issued share capital).
Roldvasian Ltd ('RV') is the registered owner of 1,500,000 shares in the
Company (representing 1.762% of the total issued share capital). Roldvasian
Ltd is owned 50% by Mr Lobbenberg and 50% by Mr Lobbenberg's wife, Naomi
Lobbenberg. Both of them are directors of Roldvasian Ltd.
Hans Lobbenberg Settlement ('HL Settlement') is the registered owner of
3,550,000 shares in the Company (representing 4.170% of the total issued
share capital of the company). The Hans Lobbenberg Settlement is a
discretionary trust of Mr Lobbenberg's family, Mr Lobbenberg is one of the
trustees.
JPL Portfolio Management Ltd ('JPLPM') is the registered owner of 250,000
shares in the company (representing 0.294% of the total issued share
capital). JPL Portfolio Management Ltd is owned 90% by Mr Lobbenberg and 5%
by Naomi Lobbenberg.
Mr Lobbenberg is the principal beneficiary of a self-invested pension plan
('SIPP') which, through its nominee Ferlim Nominees Ltd, is the beneficial
owner of 2,400,000 shares in the Company (representing 2.819% of the total
issued share capital). The trustees of the SIPP are Alliance Pension
Trustees Ltd
gordon geko
- 26 Apr 2007 10:18
- 27 of 42
5% up today on this news ???
Cyan Hldgs says China plan to roll out tax control terminals is positive for co
AFX
LONDON (Thomson Financial) - Cyan Holdings PLC said a recent decision by the Chinese Government to implement plans to roll out electronic tax collection terminals in 2007 is a 'positive' for the company.
AIM-listed Cyan, which specialises in the development of low powered, configurable microcontroller chips, said the company's CEO Ken Lamb and Paul Johnson would now extend a scheduled trip to China in May to identify the implications of the announcement.
tf.TFN-Europe_newsdesk@thomson.com
slj/nes
COPYRIGHT
gordon geko
- 03 Jul 2007 16:39
- 28 of 42
this DOG might get its day wasn't one of the T1ps stable best tips.......
Cyan Holdings says receives China Telecom order for less than 10,000 chips
AFX 03/07/07
LONDON (Thomson Financial) - Fabless semiconductor firm Cyan Holdings PLC said it has received its first production order for eCOG1K chips for a new pay-phone being launched by China Telecom.
Cyan said that although the initial quantities are modest, at less than 10,000 units, these will be delivered monthly, representing the first three months of a production ramp that commences in September.
CEO Kenn Lamb said the company is encouraged by this first production order and is working with its customer on the development of next generation pay-phone systems, which offer a greater range of revenue generation opportunities for China Telecom.
The company added that it is making progress towards delivering steady and stable growth and that the fall in its share price since its AGM does not reflect this progress.
It said that its current market capitalisation is more suitable to a development-stage firm that has yet to complete working silicon, for example.
'Cyan, by contrast, has a new microcontroller family being actively marketed and an existing product which has achieved revenues,' the company said.
TFN.newsdesk@thomson.com
rsh/pmi/cm2
COPYRIGHT
Copyright AFX News Limited 2007. All rights reserved.
The copying, republication or redistribution of AFX News Content, including by framing or similar means, is expressly prohibited without the prior written consent of AFX News.
hangon
- 05 Dec 2007 21:18
- 29 of 42
5p today, as December markets don't like small caps and foreign currency profits. Also, I wonder if the Market is worried with the prospect of more finance? Pse DYOR.
= This is not looking so rosy (or cyan), as in the recent past.
Plus ca Change - - - -
gordon geko
- 08 Jan 2008 13:09
- 30 of 42
fingers crossed we get some shipments in 2008 ???????
notlob
- 08 Jan 2008 15:58
- 31 of 42
the curse of death, aka a tip by wotsnothot?!
halifax
- 08 Jan 2008 16:09
- 32 of 42
They dont count their losers do they?
hangon
- 15 Feb 2008 13:16
- 33 of 42
I thought one tip had been projecting in excess of 1
Even ARM is down "lots" - I expect a slowdown in iPods and so on.
hangon
- 15 Feb 2008 14:35
- 34 of 42
.
notlob
- 15 Feb 2008 14:36
- 35 of 42
another classic Luke Heron top tip!
leicesterunited
- 25 Apr 2008 16:19
- 36 of 42
todays news looks a bit positive ??
profitmaker
- 30 Apr 2008 12:13
- 37 of 42
Sounds good. What does this order equate to in s? I can't find that info.
Wathot diown their bad tips like bastatrd sons. They refuse to acknowledge them. For those of you who get the daily stockmarket report, Cyan got a mention. Did they mention that Watshot had tipped it at 23p. No way. I did reply asking about this. surprise, surprise no reply.
halifax
- 30 Apr 2008 12:46
- 38 of 42
Nor do they tell you their overall performance which the like t1ps.com used to persuade investors to subscribe to their tip sheet. What happened to Luke Heron is he living in Monte Carlo on the subs?!!
hangon
- 27 Jun 2008 17:38
- 39 of 42
I think we should "only" invest in businesses we understand - my backgrould is close to "chips" . . . . and it's Bargepoles for me. These prices are too low to demonstratre long-term business plan. This is a risky business. There are plenty of chip-designers about and millions of cheap chips to choose from - if you just want choice.
Ipods and so on are tried to Wolfson....Cyan is a small-player unless they strike lucky and WE won't hear too soon.
Tipsters:
They need to tip successes to maintain sucscriber numbers - punters are greedy and think "someone " will give them a 10k-tip for the price of a decent meal - no they won't ..... any "tip" is out of date by the time you get it....but the "research" is useful if you can't be bothered...but you need to hold-off buying until the excitement drops.
Does anyone think CYAN is a Buy, now?
- & - Can you justify any valuations?
Etc.
EDIT: 31 July08-
25% drop on zero volume - the RNS says change of adviser - er, is that so negative? . . . Is there a Big Seller out there?, -otherwise this is MM's Game-play, IMHO. What this Co. needs is a big success - (In these Shoes?)
hlyeo98
- 26 Feb 2009 19:50
- 40 of 42
This is one of the typical companies that (((tips.com))) would strongly recommend...now 0.4p.
Those tips are really BULLSHIT.
Should change their name to bullshittips.com
Gausie
- 28 Jul 2010 15:24
- 41 of 42
now now yeo - that's a little strong.
required field
- 28 Jul 2010 20:58
- 42 of 42
Another CYAN thread...this is nuts....