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Itron, Inc. Message Board

javaxbean 48 posts  |  Last Activity: Sep 26, 2010 10:09 PM Member since: Jan 1, 2007
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  • javaxbean javaxbean Sep 26, 2010 10:09 PM Flag

    Not sure how to respond to a ding dong response, why don't you just go over to the Silver Springs board
    and be done with it.

  • javaxbean javaxbean Sep 26, 2010 10:05 PM Flag

    Thanks grybuck for sharing the email.

    Non-disclosure agreements makes sense, at such a pivotal point they cannot publicize anything until contracts are signed and official.

    At least others, like power-gen worldwide are following their work and progress..

    I think it is good for CONC to get some article coverage.

    Not sure about the share thing, but my understanding is that they can pre-authorize shares but not neccessary sell them on the open market yet,
    so no realized dilution until sold.

    The outstanding shares still remains the same, reflecting the market cap.

    I'm here in the West Coast PG&E territory, they installed smart meters here with a GE label and Silver Springs Network on top.

    * General Electric and Landis+Gyr electric meters, as other vendors.

    * Aclara - RF [radio frequency] technology for the gas [meters], and we're doing daily reads on the gas [using technology from Aclara]. ... The gas technology works great. [Ed. Note: PG&E does not replace its gas meters with new meters.

    On another note..

    "California utility’s strategy is to wait for the Open Smart Grid group to come up with a standard interface for energy management software before it decides to sign up for Google’s PowerMeter, Microsoft’s Hohm, or similar offerings from other companies.."

    Article: http://www.smartmeters.com/the-news/572-pgae-waiting-for-smart-grid-standards.html

  • javaxbean javaxbean Sep 26, 2010 5:35 PM Flag

    Well, PG&E primarily operates NorCal and SouthCal, California only - hence Pacific Coast.

    Does Silver Spring serve all 5+ million meters for PG&E? Answer: NO

    * There are more than 3,273 traditional electric utilities in the United States

    * There are 210 investor-owned electric utilities, 2,009 publicly-owned electric utilities, 883 consumer-owned rural electric cooperatives, and 9 Federal electric utilities

    * There are approximately 1,738 nonutility power producers in the United States.

    Here read the article again:
    http://www.powergenworldwide.com/index/display/articledisplay/1096490029/articles/powergenworldwide/t-and-d/smart-grid/2010/09/are-intelligent_networks.html


    I will have to say this though, it has been painfully slow for CONC to market with all the
    R&D, FCC certifications, expo etc. - known as barrier to market entry.

    But, hopefully GNF will open more doors and perhaps other United States utilities as well once the
    turnkey system and manufacturer is ready/finished - 500 meter pilot run.

    My opinion, this is critical path for CONC at this stage to make it or break it with GNF..

    Yeah, you got my name right with your post on Javaxbean by grybuck1/grybuck on IHub

    At least you liked the last article I found re: Nicaragua, Signs Deal


    So, what did the new CTO have to say with your email correspondence?

  • javaxbean javaxbean Sep 26, 2010 1:15 AM Flag

    who's pumping ding dong, just what the article says.

    keep bashing 24/7 on your ihub thread
    with your buddy garybuck

    if the article is not accurate why don't you go bash power-gen worldwide for publishing it, duh.

  • Published: September 22, 2010
    Power-Gen Worldwide.com

    ..mentions CONC as an intelligent network technology.."such networks as the future key for the distribution of energy."

    ..rivals Silver Spring Network: http://www.silverspringnet.com/

    ..and Google???

    ..mentions The Nobel Peace Prize winner of 2007

    ..all in the same article.



    Hmmmmm



    http://www.powergenworldwide.com/index/display/articledisplay/1096490029/articles/powergenworldwide/t-and-d/smart-grid/2010/09/are-intelligent_networks.html

  • I wonder if CONC will eventually get involved with this..

    Their meters are geared for Solar and Wind according to presentation..

    $44 Million seems like a drop in the bucket in comparison to this.


    Source: Government of Australia
    Posted on: 11th September 2010

    http://www.thegovmonitor.com/world_news/europe/union-fenosa-to-invest-484-million-for-wind-farm-in-australia-38328.html


    http://www.evwind.es/noticias.php?id_not=7317

  • ..I wonder if CONC will get this contract, Phase I - $30.5 Million?

    Caracas, Saturday September 18,2010

    Spanish Firm, Nicaragua Sign Deal to Expand Electricity Coverage

    http://www.laht.com/article.asp?ArticleId=365836&CategoryId=14510

  • javaxbean javaxbean Jul 28, 2010 10:40 PM Flag

    (Adds detail, CEO and analyst comments, updates share price)

    By Bernd Radowitz Of DOW JONES NEWSWIRES MADRID (Dow Jones)--

    Spanish energy company Gas Natural SDG SA (GAS.MC) Tuesday said it expects steady growth in its annual net profit through 2014 and it will accelerate planned investments over the same period.

    Gas Natural expects a net profit of EUR1.5 billion in 2012, rising to EUR2 billion in 2014, as it plans to expand its core gas distribution activity, grow in renewable energy production and expand its Latin American business, it said in its 2010-2014 strategic plan.

    Last year, the company had a net profit of EUR1.2 billion.

    The company now plans to invest EUR5.3 billion through 2012, it said. It had previously earmarked between EUR3.8 billion and EUR4.8 billion in investments for that period.

    Gas Natural also said it expects to invest between EUR9 billion and EUR13 billion from 2010 to 2014.

    The company had estimated investments of between EUR8 billion and EUR9 billion in the 2008 to 2012 period.

    Gas Natural also said its net profit rose 74% to EUR467 million for the second quarter of this year, after its full takeover of Union Fenosa last year boosted earnings.

    A slowing electricity and gas distribution business in Spain and diminished profits after asset sales, however, dented results. Second-quarter results also were distorted by a series of asset sales.

    Gas Natural Chief Executive Rafael Villaseca in a conference call said the company had already achieved 98% of EUR550 million targeted in costs savings, revenue and capital expenditure synergies after the Fenosa takeover.

    The company expects to achieve another EUR200 million in such savings as a result of the Fenosa takeover, Villaseca said.

    Gas Natural expects its net debt to be between EUR15 billion and EUR16 billion in 2012, and between EUR13.5 billion and EUR17.5 billion in 2014, it said. That's down from a net debt of EUR19.7 billion at the end of the second quarter this year.

    Second-quarter results weren't directly comparable with the same period a year earlier. That's because the company only consolidated Union Fenosa in its results fully in May 2009. Also, the consolidation of Fenosa helped increase revenue and earnings before interest, taxes, depreciation and amortization, or Ebitda, but also increased the company's exposure to volatile Spanish electricity prices.

    Gas Natural's second-quarter Ebitda rose to EUR1.09 billion from EUR878 million a year earlier, while net revenue rose to EUR4.35 billion from EUR3.28 billion a year earlier.

    Second-quarter results were solid in overall gas distribution and in Spanish power generation, but the electricity distribution in Spain is stagnant, Banesto analyst Antonio Cruz said. Banesto rates Gas Natural at buy, with a EUR18.33 target.

    Gas Natural shares fell 1.8% to EUR13.02 at 0941 GMT Monday, and are down 8.3% this year to date amid regulatory uncertainty surrounding Spain's energy sector.

    Company Web Site: http://www.gasnatural.com

    -By Bernd Radowitz, Dow Jones Newswires, 34-91-395-8125, bernd.radowitz@dowjones.com

  • Reply to

    Gas Natural Fenosa promotes energy efficiency..

    by javaxbean Jul 5, 2010 11:27 PM
    javaxbean javaxbean Jul 7, 2010 6:32 PM Flag

    These postings are all verbose from the MR, PR and quotes & unquotes..nothing more
    - if you re-read each you will know that.

    If what you say is true, then why do you have such a large position in CONC?

    Grybuck1, "This isn't personal at all so grow up.I've been at the trading game for 20 years.I have a large postion in Conc with an avg below .01.It's not about the money it's about the COMPANY."

    Well, I do know this. Microsoft, Hewlett Packard, and Apple all started out in a garage somewhere..and so have many other large companies - R&D.


    Cheers

  • Reply to

    Gas Natural Fenosa promotes energy efficiency..

    by javaxbean Jul 5, 2010 11:27 PM
    javaxbean javaxbean Jul 6, 2010 10:17 PM Flag

    First of all, I am not a paid pumper as you rudely imply consistently
    and persistently.

    Secondly, the due diligence is for other readers who are interested not
    just for you. People, make their own decisions..and, yes GNF is very relevant
    to CONC at this point. You obviously, can't read.

    Thirdly, the universe does not evolve only around grybuck1 who is obviously
    a disgruntle investor whom only bashes CONC and other posters for grybuck1.

    Fourth, you must be a paid basher and project all your negative sentiments
    to make yourself feel better about all you innate anger on to the boards..

    Fifth, you may in my opinion, keep all your bashing, mocking, condescending statements
    to yourself. Just because you wake up every morning obnoxious doesn't mean the rest of
    us need to hear about it 24/7.

  • Published: Barcelona, 16 June 2010

    "..the electricity system in Spain must evolve towards a more efficient model.."

    http://portal.gasnatural.com/servlet/ContentServer?gnpage=3-10-1¢ralassetname=3-NOT-160610-UIMP¢ralassettype=Noticia

  • Published: Barcelona, 11 June 2010.

    AMR/AMI smart meters?

    "Gas Natural Fenosa today signs up for a 450 million euro loan with the EIB to finance electrical system investments in Spain "

    "The loan granted by the European Investment Bank (EIB) will be devoted to financing the investment plan for the electricity transmission and distribution system in Spain."

    http://portal.gasnatural.com/servlet/ContentServer?gnpage=3-10-1¢ralassetname=3-NOT-110610-BEI¢ralassettype=Noticia

  • Reply to

    Gas Natural Fenosa's first..

    by javaxbean Jul 1, 2010 6:27 PM
    javaxbean javaxbean Jul 1, 2010 6:32 PM Flag

    Gas Natural Fenosa's first corporate advertising campaign following the launch of its new brand to start on Friday

    · The aim of the campaign is to reinforce GAS NATURAL FENOSA's image in the energy sector, focusing on the qualities which are intrinsically associated with the brand, such as well-being, warmth, and closeness.

    GAS NATURAL FENOSA is to launch the first corporate advertising campaign featuring its new brand on Friday. The campaign, designed by the Contrapunto agency, focuses on differentiating GAS NATURAL FENOSA's brand in the energy sector and highlighting qualities which are intrinsically associated with it, such as well-being, warmth, and closeness.

    The multimedia corporate campaign will be broadcast on Spanish and regional television and radio channels, with advertisements in the paper and on-line press. With the slogan "Happiness begins at home", the advertisement and other publicity materials highlight values such as optimism, closeness and comfort.

    The GAS NATURAL FENOSA advertisement uses fresh, friendly language to tell the story of the daily lives of a couple who share a positive outlook on life. Starting at night, the images move back in time through the day, revealing that the characters' happiness has its roots in the comfort and convenience of their home.

    The rewind effect of the story going back in time gives the TV advertisement a distinctive touch, while the music (Josh Rouse's fresh, upbeat song, Quiet Town) reinforces the friendly, positive tone that is the hallmark of all the items in the campaign.

    Strong support from social networking activities

    GAS NATURAL FENOSA's new corporate campaign will be backed by activities on social networking sites, with open profiles on Facebook, YouTube, Spotify and Twitter, which users can access through the micro-site felicidad.gasnaturalfenosa.es. Users will be able to share their moments of happiness through messages, videos and songs.

    This campaign forms part of the communication programme launched in 2010 to spread awareness of the new GAS NATURAL FENOSA brand and the company's business plans following the merger and consolidate the group's position in the energy market. In April, GAS NATURAL FENOSA began a sponsorship programme of Spain's 3D cinemas, and launched the first advertisement in 3D by an energy company.



    Barcelona, 9 June 2010.

  • Published: Barcelona, 9 June 2010.

    ..corporate advertising campaign following the launch of its new brand..

    http://portal.gasnatural.com/servlet/ContentServer?gnpage=3-10-1¢ralassetname=3-NOT-090610-PUBLIFELICIDAD¢ralassettype=Noticia

    Strong support from social networking activities

    GAS NATURAL FENOSA's new corporate campaign will be backed by activities on social networking sites, with open profiles on Facebook,
    YouTube, Spotify and Twitter, which users can access through the micro-site felicidad.gasnaturalfenosa.es. Users will be able to share
    their moments of happiness through messages, videos and songs.


    gasNatural fenosa...video

    http://81.93.221.225/clientes/gn/nueva_marca/video_esp.html

  • ..was expected, according to the last MR 5/19/10 - as CONC already stated, and as GNF requested.

    They mentioned to start, but no less than 16,000 per annum, which means months 3 to 12 they may scale to 1,000 to 1,500 meters per month. Or on the average = 1,333 meters per month.

    Needless to say, "The rollout pace and strategy will be at the discretion of GNF." - obviously.

    From this point on, I would expect at least one PR per month on each release phase or contract signed to meet the estimated 16,000 per annum scheduled or more for Managua, Nicaragua as stated in last MR.

    Revenue based on "Volume Pricing" with service charges of $1.50, an estimate for these scheduled contracts totaling 16,000 units per annum is approximately:

    $295,200 per month

    Or

    $3,542,400 per annum


    Their objective, well stated in the PR is 150,000 units, "to save GNF approximately $43 million per year or $640 million in the next 15 years in Managua, Nicaragua." - region alone. With the ability to scale up to 600,000 units, impressive I thought.

    Not to mention, "The H-Net™ BaseStations and intellectual properties are wholly owned and maintained by ConectiSys..will maintain its monthly service fees per month per meter during the purchase period and throughout the life of the meter." - fairly negotiated I thought, as part of the lease purchase -recurring standard industry revenue $$$$$

    -----------------------------------------------------------------------------

    My guess, is that there will need to be a PR regarding whom the manufacturers contract will be in Costa Rica, to mass produce any large scale rollout of meters, at the pace and strategy discretion of GNF.

    At 150,000 units would mean a 40 Million plus venture as stated in the PR for Managua, Nicaragua region alone..the question is, how fast can they scale, produce, and install the necessary meters each month = manpower. GNF, obviously has the financial resources to do so..

    What if CONC gets all 600,000 units?!

    -----------------------------------------------------------------------------

    Also, "Opportunities may open immediately in Panama, Costa Rica and Columbia."..what would Panama, Costa Rica, and Columbia be worth in
    those GNF regions alone? I wonder..

    Plus, "GNF has requested a joint venture option which is currently being reviewed.", according to last MR.

    A joint venture, will certainly expedite a large scale rollout of 150,000 to 600,000 units in Managua, Nicaragua alone - not to mention other regions of GNF.

    As Robert Spigno, ConectiSys CEO stated, “The future of ConectiSys and Gas Natural Fenosa has begun. We believe that we are strategically aligned to rapidly expand throughout all coverage areas (see more about Gas Natural Fenosa) and intend to pursue contracts in each. The company continues to obtain interest of utilities in South America, domestically and abroad.”

    How many GNF doors will open..

    Spain - ?
    France - ?
    Italy - ?
    Moldova - ?
    Brazil - South America entry ?
    Argentina - South America entry ?
    Colombia - New opportunity, NEXT..
    Panama - New opportunity, NEXT..

    Nicaragua - CONC right now - AMR, Contract initiated, engaging in 40 Million plus venture..

    Guatemala - New opportunity, NEXT..
    Cost Rica - New opportunity, NEXT..
    Mexico - ?

    -----------------------------------------------------------------------------
    If CONC can achieve at minimum 16,000 units per annum for each open GNF regions, that will be worth based on "Volume Pricing": 11 x $3,542,400 per annum = $38,966,400 - alone.
    -----------------------------------------------------------------------------

    Other Countries and Domestic:

    Australia - ?
    Germany - ?
    United States - ? "..obtaining interest of utilities..domestically" - finally?


    STAY TUNE..

ITRI
41.38+0.09(+0.21%)Aug 21 4:00 PMEDT

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