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

results out 21st fingers crossed

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.

AIM Investor: Buy Cyan Holdings at 17p

KD.

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?

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.

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

;-0

bag a poo

That don't mean it won't go up!! ;-)))

yip it might but will be shorting it anywhere between 16-20p level

results due 29/03 dont expect much from the numbers but hoping for news of shipments and contracts before that

was hoping for shipment news is it time to bale out with results not that far away no news is bad news for cyan ?

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

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

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.

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 - - - -

fingers crossed we get some shipments in 2008 ???????

the curse of death, aka a tip by wotsnothot?!

They dont count their losers do they?

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.