I doubt this involves "Echelon-Holley", though ... One may assume that Echelon's chief pumpsty would have announced by now if "Echelon-Holley" OSGP modules were involved in Foxytech ... So, I suppose this means Echelon with Mitsubishi Meters will compete with the metering components of it's own JV partner Holley in Poland ... nice.
Foxytech , a new company formed by Sonel and Chinese Holley Metering , will be the results of the Polish manufacturer of meters in subsequent years - analysts predict .
The company will start the production of the so-called . electricity smart meters in the next few months , and tenders announced by energy companies its greatest asset is to be a low price . Analysts point out, however, that the larger tenders can be resolved until next year .
- This year we do not assume any effects arising from Sonel entry to the market of smart meters . Expenditures are low, reaching far about 1.5 million zł , and the effects are potentially more than 70 million zł sales and nearly 4 million zł net profit in the perspective of 2015 - Krystian Brymora estimates of DM BDM on the basis of the statement by the company production . However, the company aims above . As announced Sonel , the target production capacity of the new company is to be , depending on the market demand for Polish and EU - from about 250 thousand . to over 700 thousand . devices.
Sonel has 80 percent . Foxytechu shares . Świdnicka company produces various kinds of meters for years, but so far has not had a current portfolio of smart meters . Thus, cooperation with Holley Metering - corporation with annual sales exceeding 1 billion. The Chinese partner will bring to the new company the experience and technology , and also provide components at attractive prices .
That's very good NEWS NEWS for the ELON hopefuls .... geez, elonverylong2, what's up, are you sleeping?
So, it's IDIS (Landis/Iskraemeco) versus OSGP (Echelon) .... I suppose both will get a share of the pie.
March 3, 2014 he was declared the National Appeal Chamber judgment concerning Appeals: KIO 191/14, KIO 192/14, KIO 200/14, KIO 202/14, KIO 205/14 lodged in the framework of public procurement for implementation of smart metering AMI TAURON Distribution SA Stage 1 Smart City Wroclaw.
Tauron Sentence: ordered to repeat the steps testing and evaluation of proposals, taking into account, inter alia, exclusion Consortium Sagemcom Poland, Sagemcom Energy & Telecom SAS, APATOR APATOR RECTOR [PRIME].
In the Fight for Intelligent Wroclaw are:
Consortium of S & T Services Poland, Ubitronix System Solution, Energoplus [OSGP]
Consortium Landis Gyr, Landis Gyr Oy, Iskraemeco, Cube ITG [IDIS]
LG CNS Consortium Co.LTD, WorldIT Systems, ELTEL Network Olsztyn, ELTEL Networks [OSGP]
Do IDIS will be better and beat OSGP?
It's all PRIME .... in Poland ..... hmmmm
Smart-grids dot pl reports about tender prices between 150 (single-phase meter) to 230 (three-phase meter) Polish Zloty, which at todays FX rate equals to ~$49 and $76 per meter ....
Published 23 January 2014
Sagemcom will supply around 450,000 Prime smart meters and associated data concentrators in the framework of a contract signed with ENERGA-Operator.
The contract was awarded by ENERGA-Operator to a consortium led by Elgama.
The smart meters supplied under the contract are expected to be deployed in compliance with the requirements of the Energy Regulatory Office.
Sagemcom Energy & Telecom deputy CEO Eric Rieul said the contract from an important utility such as Energa is an early mover for smart metering in Eastern Europe.
''It expands Sagemcom's footprint to a key country in Europe which should be an example to neighbouring countries in the Eastern region,'' Rieul added.
Covering the area of operation of Energa-Operator, the installation of equipment is anticipated to commence in the second quarter of 2014.
"... Dolp, there is a more recent post on the site(hardbto find look at bottom) that suggests it id narrowed down to four. ..."
Which site are you talking about? I am getting my Tauron info mainly from "smart-grids dot pl" ... and the last I saw about decision making at Tauron "Stage 1" was that the next hearing occureds on Feb 26 (see below) .... I did not see any info about the outcome.
"... ron touched on that as well saying that many tenders of poland would be split between two companies. ..."
Yes, that's what will happen. IDIS and Prime communications are offered by multiple competing vendors though, but AFAIK OSGP "communication" only by Echelon ... in essence, Mitsubishi would stick Echelon's OSGP modules into their meters.
From a technical point of view, I'd be surprised if Tauron went with multiple communications standards (like IDIS and OSGP), but there's much politics involved in these decisions, including personal agendas, so it might not be too surprising after all ....
There are five _major_ utilities in Poland, of which RWE goes with Landis, Energa with Prime, and EDF presumably with their own G3 standard ... and then there is Tauron and PGE, the latter is the biggest one. Obviously, there are a host of smaller utilities, but many of them look to their bigger neighbors/partners for solutions.
Sitting in KIO continues
Created: Thursday, 20 February 2014 16:24 Views: 145
Friday's meeting of the KIO could not due to pending appeals brought under the public contract for the implementation of smart metering AMI TAURON Distribution SA Stage 1 Smart City Wroclaw.
The next hearing as early as Wednesday, 26 February 2014 at 9:00.
It seems 8 consortia battle for Tauron. Would be interesting which consortia are actually bidding with OSGP/Echelon meters. One may assume S &T Services with Ubitronix, but Schneider/Telvent and Eltel are obviously possible candidates as well.
Since Landis/Iskraemeco have already piloted a Gridstream/IDIS solution at Tauron, I'd be surprised if they didn't get a significant piece of this pie.
Eight consortia have submitted applications to participate in the offer by Tauron Distribution proceedings on implementation of smart metering in Wroclaw.
According to information from the operator, to participate in the proceedings " Implementation of smart metering AMI TAURON Distribution SA Stage 1 Smart City Wrocław" requested consortia :
- Schneider Electric with Telvent Energy Poland ,
- S & T Services Poland with Ubitronix System Solution and Energoplus ,
- Landis Gyr Landis Gyr Oy together and Iskraemeco d.d. and Cube ITG
- Sagemcom Poland with Sagemcom Energy & Telecom SAS and Apator , Apator Rector and SOGEC Industrial,
- Hewlett -Packard Poland together with T -Matic Systems and PowerCom LTD,
- Elektrotim of Elmess Metering ,
- Eltel Network Olsztyn LG CNS Co.LTD , WorldIT Systems and Eltel Networks A / S,
- Control Process with Shenzhen Kaifa Technology.
We remind you that the tender for the implementation of smart metering in Wroclaw was announced on November 14 . As part of the operator wants to install new meters allow remote reading , among other things , more than 330,000 customers . Program implementation of smart meters is expected to begin in mid-2014 and take two years.
The first is to cover customers Distribution Region Wroclaw .
"... I was referring to just Tauron, not all of poland, and probably distributed over 2-3 years ..."
Echelon was referring to "all of Poland" in their $35 to $45 guesstimate. So, let's take $5 to $10 million worth of revenues a year starting 2017. Obviously, when Sege talks about "deployment in 2015 through 2018," he must think about pilots in 2015 and 2016, which is the case at Tauron....
And, let's not forget, Landis has already conducted a pilot program at Tauron with their IDIS-based meters in 2011, which Tauron specified besides Prime and OSGP as acceptable standards.
- Q1/13 CC: Sege: “… In 2013, we expect 3 significant RFPs to be issued, where we have already won small pilots. We hope to capture a substantial share of this market through the sales of our complete NES system and through partners via our subsystem strategy. These deals in Poland could total as much as $35 million to $45 million for us over time. …”
- Q3/13: "… believe that pilots and awards will be made throughout 2014 for deployment in 2015 through 2018, in that market of about 16 million meters. ..."
"... it appears the deals are worth 10-20 million. ..."
Do you think these $10 to $20 million will be distributed over 5 or 7 years?
Actually, Echelon expects $35 to $45 million from Poland. So if we take $45 million, I suggest we distribute them over 5 years ... or 20 quarters ... starting say late 2016 ... plus $2 to $3 million worth of pilots until late 2016.
"... Are unexpected announcements about to be released just prior to CC that will drive stock price thru resistence levels of $3.50 and have us on our way to $5 next 6 months?...maybe he believes we drop back to $1.84...lets see what he says.. ...."
Some things apparently never change .... these "$5 next 6 months" sure were a gutsy prediction ....
In my mind, little has changed as regards Echelon's finances. I do like the FT 6000 series and IzoT, but I certainly don't look at it as a killer app, which you pumpsters wish to portray, but rather as a technology that can counter the decay of revenues in pure LonWorks infrastructures and grow from then on.
Since you asked, I still believe ELON can become a solid stock in the $3's as soon as they can demonstrate earnings break-even within the next two years ... unfortunately, so far ELON failed to do that. As you know, I was optimistic about break-even and therefore the $3's mainly because of a possible large-scale Wien Energie contract, but with the Austrian regulatory delays all this is up in the air again .... Poland is long-term and piece-meal ... Norway is nice if they get the Hafslund deal ... ELON is mum about Russia and ELO ... and refuses to talk about China ...
For me, the potential reward is still too low when I look at it under the light of the looming risk of ELONQ and/or a reverse split. So, yes, as we speak my next evaluation point is in the high $1's ... and please don't get too hung up on the $1.84 ... you understand, you can't enter "high $1's" into your order form ... it's got to be precise ... you understand, don't you?
That's the Polish "Tauron" pilot announcement that Sege was talking about.
"... 15 November 2013 .... Tauron Dystrybucja, the second biggest energy holding in Poland, has announced a tender to implement advanced metering infrastructure (AMI). A new system will be launched for more than 330,000 customers in Wroclaw.
According to Tauron, AMI infrastructure should be installed among customers of C1x and G tariffs in Wroclaw, who are connected to MV/LV transformer stations. The contract will include a supply of 212,000 single-phase meters and 116,500 three-phase meters supporting PLC technology, according to IDIS, OSGP or PRIME standard. Moreover, Tauron does not exclude and option to increase a number of ordered meters by up to 20%. The main aim of the project is to optimise power distribution and improve the efficiency of data management and customer service. The project will be carried out in 2013-2016, however, the first AMI installation is planned for Q4 2014. ..."
Do you see a problem?
330K pilot finished by 2016 .... likely split between three suppliers .... meaning, maybe, 110K meters for Echelon .... by 2016 .... and since this is only involves subsystems for Mitsubishi ... for ~$10 to $15 each ... Echelon may get from this, maybe, $1.5 million ..... by 2016.
".... You're more of a dreamer than me. ...."
I think all your dreams must have come true when Google acquired Nest, causing this ripple effect reaching Echelon. Without it, I am almost certain, ELON would be in the high $1's by now. As it stands, ELON's PPS is way above what I'd be willing to pay for this stock to make a decent profit given the risk ....
In general, our difference seem in valuing what Echelon these days hypes as their IoT portfolio. While I do appreciate all the efforts that have culminated _so far_ into the FT 6000 series and IzOT, which IMO can indeed counter the decay of Echelon's pure LonWorks sales, starting say mid 2015, and even grow from then on, I do not see it as _this_ massive game changer that the pumpster monkeys on this board wish to project. But it can stabilize this important area of ELON's high-margin revenue stream, IMO, which is necessary for ELON to break-even and thus maintain a solid PPS in the $3's and move into the $4's.
As regards the Q4/13 CC,
- On the positive side, they excelled in cutting OPEX again ... down to $12.6M .... thus perhaps pushing 2014 OPEX below $50M .... outstanding.
- On the negative side, subsystems without Enel (that's the IoThing) continued to decay significantly y-o-y, Austria fell off Sege's comments (although I am still optimistic that this may become one day the $100M contract moving things sustainably), no mention of Brazil and China anymore, no more system-level sales (data concentrators) to Enel in 2014, etc.
So, Sege mentioned Poland (Tauron) as the closest contract opportunity - he said something like they were shortlisted for a pilot. What do you think is the potential there in terms of $$$ in the long run?
maybe tomorrow .... on the other hand, they might have a good reason to stay on the sidelines this time .... they really looked bad with their silly $12+ mean target, which they maintained long after the Duke debacle, Europe's financial crisis, and the transitioning of smart meter communications toward IPv6-based protocols.
Well, in this mean PPS target of $ 3.25 PPS, break-even is already included, and for that Echelon still lacks $40 million in revenues, at least.
"... Dolphinoo said a month ago to look out below $1.84... ..."
Well, I said. look out for the high $1's .... would be totally justified without the Google hype .... just look at the book value .... ~$1.84 would have been my entry point as a LONG given that contracts forthcoming and ELON might cut the corner into profitability ....
well, we are talking here about a ZERO EPS ..... and you might not believe me, whatever multiple you apply, it's still ZERO .....
"... Well, a loser lost 50% of his investment while the market doubled. Is that You?" ..."
Just pulled up the Echelon stats .... looks like you are down 60% since Jan, 2011 and not 50%.
Amazing Pump ongoing .... reminds me of the Ambient pumpers who drove AMBT up into the $9's .... talk to poorfarm and dc10 .... they know all about it .... it's back in the low $2's again.
"..... They already got lots of capital, why this investment shouldn't have any surprises. ..."
You kidding? Can you do your math for me.
This would like result in some earnings dilution for the shareholders, but IMO it would be beneficial for the company to get them through this.
"... No answer dolphinooodumper?..."
I try to answer each and every call of you .... but I guess sometimes I miss out.
"... Must be Piper Jaffrey according to dolphindumb because he claims they are liars and stupid, ..."
Well, in this case, one really wonders what the SEC is doing .... they prognosticated an average of $35 per end point, ~50% market share in Brazil, $1.2 B over ten years, talked to ELO and Brazilian regulators, according to you face2face .... gee .... and that just before the regulators announced they would cancel the mandatory rollout. .... given that this PUMP only worked for 1 day, they then tried it then with an acquisition rumor (because ELSTER was just sold at that time) .... didn't work out either .... and the stock plummeted to $2.7.... a year later the pulled the plug on ELON and took it off their coverage ....
but RJ sure has a better STORY for their PUMP than the Piper dudes..
"... Tell us dophindumb...should we buy..or...sell ..."
You lost so much .... you better don't touch anything.
"... BbBBBbWWWAAAAA!!!! What a loser...LOL ..."
Well, a loser lost 50% of his investment while the market doubled. Is that You?