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Daegis Inc Message Board

friendofthetrend 3444 posts  |  Last Activity: Jul 11, 2016 1:07 PM Member since: Jan 5, 2001
  • Reply to

    What a run!

    by biotechisfun Jul 8, 2016 11:51 AM
    friendofthetrend friendofthetrend Jul 11, 2016 1:07 PM Flag

    The company was off radar and the investor presentation was to say " consider reassessing the value here that a successful ClearAg unit would have on the business model".

    Now keep in mind that any roll-out of a $1m revenue deal takes time to actually become$1M in recurring rev. They will be losing money for a while as they ramp up sales initiatives. I believe you could pay too much for this and let the dust settle, buy more on the pullback and in time the stock could go double digits as fundamentals , cash flow EBITDA keep improving.

    ClearAg seems to be part of the wave of the future for Ag. Growing population and limited land demands a response based on squeezing more productivity out of less land and input. All PLCs go from early adoption to maturation. The product life cycle is very early. The best protection from a downturn in the economy to have low debt plenty of cash and a built in growth driver as the product keeps going from adoption to a mature market. Big customers are quite locked in. Food never goes out of favor.

    ITI is leveraging the purchase of Meridien, 6.5 years ago. They have been working over the last couple of years to address the wave of the future in Ag. People will starve and prices will go way up unless something happens.

    Think of cars built without wind tunnel data. The cars of the 50"s were not wedge shaped. The market demanded wind efficiency. The wedge shape was engineered in response. Low hood high trunk. Once you know what is needed you will never build any other way. Ag must be more efficient. Companies like ClearAg are here to stay.

  • Reply to

    What a run!

    by biotechisfun Jul 8, 2016 11:51 AM
    friendofthetrend friendofthetrend Jul 11, 2016 6:45 AM Flag

    I'm only speculating here but let's look closely at the exact comments made in CC:'"I don't want to get ahead of myself, but I hope we'll have some things to comment on in the not too distant future. But there are other things like some of the significant crop protection deals that we think can really move the needle and we're working hard on this."

    Say they announce something like a BSAF contract to offer the full ClearAg suite across the board in all countries for internal and external use to all it's customers ---and without being bought by BASF-- ITI becomes a full strategic partner on the scale of Climate Corp and Mansanto's relationship.

    Remember the first BSAF contract was very limited --to internal use in one country-- and specifically for weather conditions involving hail. So we all know Climate Control was bought for about $1B. This would be big enough to push ITI higher.

    But if any such deal is announced there might be some selling into the announcement. That's because I've seen that happen before with ITI and --as great a deal as this would be--the ramp to big revenues would take a long time.

    So the Relm buying may be behind recent move or it could be something like the scenario I just described.

    What also may be happening is the market is recognizing that there is a new and wonderful change surrounding ITI because ClearAg is new and wonderful. So there is a spike in PPS. No one gets in at a low price anymore. You pay high and wait for ClearAg to slowly build the kind of value that warrants such a spike.

    Perhaps people are finally looking at Clear Ag as the asset it is. For the last few years it's been off the radar, or treated with skepticism, looked upon as a gamble at best and a big expense at worst. The investor presentations may be resonating well-- causing reassessment of the value of ClearAg as a free standing entity and simply making the case that the company as a whole is pretty solid with a lot of growth drivers coming to fruition.

  • Reply to

    Couple of questions for long term holders

    by spal4000 Jul 10, 2016 2:49 PM
    friendofthetrend friendofthetrend Jul 10, 2016 10:40 PM Flag

    http://www.scoutfin.com/document?id=5716f8e6c1db942d32ad8922

  • Reply to

    What a run!

    by biotechisfun Jul 8, 2016 11:51 AM
    friendofthetrend friendofthetrend Jul 8, 2016 12:31 PM Flag

    Yes. Finally!! Some appreciation by the market!! Whoopee!!

  • friendofthetrend by friendofthetrend Jul 7, 2016 5:13 PM Flag

    Up 7.87% today on 4X avg. vol. Up 14% on 12X avg vol, last 4 days. Looking good!!

  • friendofthetrend by friendofthetrend Jul 7, 2016 11:13 AM Flag

    And congrats to all longs. The trading range has begun to adjust ---in recognition that the Ag strategy is about to bear fruit for a long time to come.

    Long term charts are reflecting that too. Bullish crossovers. DAY IN THE SUN IS slowly COMING. Finally.

    I will be buying the pullback.

  • Reply to

    Relm Wireless wants "in"

    by friendofthetrend Jul 6, 2016 8:46 AM
    friendofthetrend friendofthetrend Jul 6, 2016 9:18 AM Flag

    Yes, I remember your comments from before. It seems the only thing we can do is sit back and watch or buy 5% and join the party, LOL!!

    I've lightened a bit for now and will probably buy any pullback. Really nice to see the run up. I'm in a lot of cash lately. GLTA!!

  • friendofthetrend by friendofthetrend Jul 6, 2016 8:46 AM Flag

    I don't know fully what to make of this so please comment. It seems Relm has a big interest in the company and ITI's growth opportunities.

    BRIEF-Relm Wireless in talks with Iteris for potential board representation for #$%$ Iteris's board - SEC filing

    July 5 (Reuters) - Relm Wireless Corp (RWC) :

    * Discussing with Iteris Inc (ITI) potential board representation for Relm Wireless (RWC) on board - SEC filing

    * Does not intend to change management of Iteris (ITI) and would desire for company's current CEO to continue serving on the board

    * On July 3, co submitted nomination notice to Iteris Inc (ITI) for seven directors to be nominated at Iteris's (ITI) 2016 annual meeting - SEC filing

    * Reports 5.5 percent stake in Iteris Inc (ITI) as of July 3 Source text (http://bit.ly/29whakm)

  • Reply to

    Website

    by friendofthetrend Jun 20, 2016 8:56 AM
    friendofthetrend friendofthetrend Jul 5, 2016 9:10 AM Flag

    It's a risk but ASHS says that after the impairment charge they just took on Mevion, they remain confident that it's a good investment going forward.

    One or Two new protons may be announced, hopefully, within the next 5 months. ASHS says proton is a big part of the future. Single room/cost effective is the space to be in. That's where Mevion is. So that's where it stands.

  • Reply to

    Quite a new site, I will start to nibble again

    by hv_128kv Jun 30, 2016 3:48 PM
    friendofthetrend friendofthetrend Jun 30, 2016 8:14 PM Flag

    Much improved!!!

    Interesting tidbit of information I just gleaned from the site:

    a new RIID (radiation isotope identifier detector), completely based upon 2” x 2” CLYC crystals, is being readied for release by Target in Germany.

  • Reply to

    Website

    by friendofthetrend Jun 20, 2016 8:56 AM
    friendofthetrend friendofthetrend Jun 30, 2016 7:52 PM Flag

    I just know that in the last CC they mentioned there could be one or two protons announced, hopefully in 2016. #2 and #3.

  • friendofthetrend by friendofthetrend Jun 29, 2016 11:21 AM Flag

    I'm raising a little cash but I'm hoping to use it later for more ITI.

    Have aris ams slv mitk axgn dysl gtt some psq. Brexit buying opportunity could be coming in USA stocks-- best place to be.

    Will have a good core position in ITI.

    This may be a run up that is in anticipation of events that will begin to unfold 6 months from now, namely, increasing revenue overall and the very slow but steady ramping ClearAg revenues. That ramp could go on for years and tend to make any pullback a reason to buy more.

    This is the way my mind wants to see it and this is how I make sense of the buying activity at these higher levels.

    When the investor presentations start to resonate-- well it's a beautiful thing that can really push PPS.

  • Reply to

    more insider buys

    by friendofthetrend Jun 23, 2016 9:08 PM
    friendofthetrend friendofthetrend Jun 27, 2016 8:13 AM Flag

    I have an obsessed person who went to my 10 most recent posts and gave them a thumbs down. Who that person is or what sets him off, I don't exactly know and could care less.

    Some observations:
    *recent insider buying is a good step but not impressive in amount
    *Orlando is ramping.
    *Two to four new sites may be signed in next 6 mos.
    *17 sites to 22 sites is 29% increase in sites.
    *Icon and Proton are new to the equation so PLC is new (product life cycle) so we have a favorable, lasting, fundamental change in the macro.

    Some sites could come "off- line" ; there is a long gestation period from sales prospect to actual revenues. That said, given a small base of profit and small base of EPS, these important metrics could easily triple with even a 20% increase in top line.

    (The math works like this:
    If you spend a fixed $9 to make $1 from a top line of $10 and the $9 you spend remains fixed, a 20% increase in top line means bottom line triples.)

    Google: Brexit may make health care stocks a good defensive play Published: June 24
    Google: Ralph Acampora Godfather of T/A twitter. "The US market is the safest, globally. Wait 'til the dust settles to buy." June 24

    Recommendation for this stock's health and prosperity: sign two to four new sites, ASAP and call me in the morning.

  • ..with Nasdaq off by 2.69% right now ITI's sector is off by less than a percent. So it appears to be a good sector to be in during current market uncertainty.
    https://biz.yahoo.com/ic/841.html

  • friendofthetrend by friendofthetrend Jun 24, 2016 10:27 AM Flag

    Medical Supply and Equipment down a whopping....
    oops... UP .55%!!

    http://finance.yahoo.com/q?s=^YHOh791

    So this and biotech seems to be a good place to be.

  • Reply to

    Add now or wait for lower?

    by friendofthetrend Jun 23, 2016 10:37 AM
    friendofthetrend friendofthetrend Jun 24, 2016 9:22 AM Flag

    I didn't see that coming. Brexit.

    Usually the betting markets are right. Pivit.oi is the site I use and it was leaning the other way.
    Oh well! It's always interesting.

  • friendofthetrend by friendofthetrend Jun 23, 2016 9:08 PM Flag

    6 buys by 6 insiders for 500 shares each.

  • Reply to

    Add now or wait for lower?

    by friendofthetrend Jun 23, 2016 10:37 AM
    friendofthetrend friendofthetrend Jun 23, 2016 10:39 AM Flag

    meant to say 14Qs of consecutive Rev/share. The winning spre started 12-2012.

  • friendofthetrend by friendofthetrend Jun 23, 2016 10:37 AM Flag

    NOW.

    14 months in a row growth in Revenue Per Share. Was $.35, now $.95.

    Market is finally waking up to the reality.

  • AxoGen, Inc. (NASDAQ:AXGN) announced the acceptance of four presentations at the Congress of the Federation of European Societies for Surgery of the Hand (FESSH) related to use of Avance® Nerve Graft, including data from the RANGER® Registry. The data to be presented highlights that sensory and motor recovery outcomes from Avance® Nerve Graft repairs, in this group of patients, were found to compare favorably with autograft (nerve transplanted from the patient’s own body). The data contained mixed nerve injuries up to 70 mm repaired with either Avance® Nerve Graft or autograft and both reported outcomes with greater than 85% meaningful recovery.

DAEG
0.800.00(0.00%)Nov 20 3:44 PMEST