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Daegis Inc. Message Board

friendofthetrend 299 posts  |  Last Activity: May 13, 2015 5:57 PM Member since: Jan 5, 2001
  • friendofthetrend friendofthetrend May 13, 2015 5:57 PM Flag

    Sounds like they are ramping up for some anticipated production at Hilger. So I would be expecting a ramp up in sales from Hilger in the next CC.

    Also CLYK is kicking in. They are expecting an additional $1M in 2015 and to produce a $.5M CLYC backlog. Good to get some ROI in CLYK. CEO indicated that the Thermo Fisher orders will be coming in steadily for a long time to come- years.

    Dichro is progressing with ongoing integration, so there's been some $$ going in to that but they are expecting it to pay off. Maybe next Q we'll get some specifics like they just reported with CLYK

    I think CEO said "very soon" regarding an announcement of some sort on Xcede. So I would expect that as a catalyst to come in before next CC.

    The govt. sequester is a headwind right now for the Contract segment. But on the bright side, the backlog grew big time from, I think, $28M to $36M. They already did some downsizing of expenses.

    And Optometrics is going real strong.

    Revs grew sequentially but margins were lower. However Sully expects the margins to go right back up.

    There were no questions but it seems to me they are progressing real well overall.

    They have over $3m in cash and some credit availability. Xcede is a drain for now and there is no visibility in Contract segment due to sequester but they seem to have enough to keep charging forward.The "integration investment" in Dichro should be near completion I would think.

    They are not firing on all cylinders due to govt spending slow down. But that can change there is some healthy progress going on, IMO, in a lot of areas.

    Next couple of Qs should be good!.

    Oh! They got a patent for Xcede. So this would mean that the value of Xcede is higher as a result of that, I would think.

  • friendofthetrend by friendofthetrend May 11, 2015 8:57 AM Flag

    Nothing new but it provides a good recap.

  • friendofthetrend by friendofthetrend Apr 16, 2015 1:41 PM Flag

    We have some good posters here and new ones coming aboard.

    Appreciate the info on the deal whereby Entine got a tax break, a charity got some cash (and some shares) and Sulik ended up buying shares from the charity at a good price for himself, so that he may soon sell them much higher!!


    My recent research from 10K indicates some "hidden" assets.

    "We own a two-story, 44,000 square foot manufacturing and office facility in Ithaca, New York. We own a two-story, 17,000 square foot manufacturing and office facility in Margate, Kent, in the U.K.

    The New Jersey, New York, and U.K. properties are collateral against notes payable to banks."

    So there must be some Assets in the form of property equity there that's really not in the financials directly.


    I also noticed that Xcede competitor, J&J now touts that their product, Evarrest , is recently approved for use on the liver.

    April 6, 2015 /PRNewswire/ -- the U.S. Food and Drug Administration has approved an additional indication for Ethicon's EVARREST® Fibrin Sealant Patch, as an adjunct to hemostasis for control of bleeding during adult liver surgery.

    They have a uploaded a recent video. If you listen to the warnings about the product, you may notice the Xceded patch might be preferable.


    IoT may help thin film business:

    NanoMarkets believes that the deployments of sensors and processors for the Internet-of-Things (IoT) are creating huge new opportunities for manufacturers of power source devices. Because of IoT, power devices such as thin-film and printed batteries, energy harvesting modules, small flexible photovoltaics panels and thermoelectric sources, which have enjoyed marginal revenues up to now, may begin generating hundreds of millions of dollars in annual revenues.

  • I want more. They are executing really well. Higher prices coming, IMO.

  • friendofthetrend friendofthetrend Apr 9, 2015 10:38 AM Flag

    I'd be more excited if they were buys on the open market."B"

  • friendofthetrend friendofthetrend Apr 9, 2015 10:32 AM Flag

    Were Suliks140k shares acquired on the open market or awarded? The abreviation is "A".

  • Reply to

    ClearAg mobile Beta launch

    by friendofthetrend Apr 8, 2015 9:32 AM
    friendofthetrend friendofthetrend Apr 8, 2015 8:23 PM Flag

    Will there be a reiteration or downplaying of the $40 to $50M goal or anything to indicate the strategy is changing in any way. Is there "business as usual", continued focus on Ag products? Do they still expect subscriptions to start coming in as implied before?

    I won't buy any more till I have confidence that it was NOT any iPerform strategy delay or failure (or further accounting problems) that caused the CEO to depart. You'd be nuts not to wonder why the CEO might leave on the cusp of these strategies paying off.

    However the fact that the PPS has held up so well indicates good reason to feel reassured.

    So I have a wait and see attitude. The temporary CEO is being paid quite a bit, I think, but he's good.

    A new, permanent CEO being hired would probably help the PPS right away if it's someone with impressive credentials.

  • Reply to

    ClearAg mobile Beta launch

    by friendofthetrend Apr 8, 2015 9:32 AM
    friendofthetrend friendofthetrend Apr 8, 2015 6:13 PM Flag

    Yes. It went nowhere. They went nowhere based on the old ITI and quite a while ago that old ITI began shoveling cash into the hopes of a new ITI.

    The new ITI would have a major business segment with a different business model (Saas, repeating rev. streams) yielding higher margin, with products being accepted by the market and brought there via relationships and deals with the right channels (BASF, Agrian, Monsanto, Bayer, Crop Science, Syngenta and others).

    This segment might do the trick of getting the stock up to 10X higher if they can get the $50M in revs from it. This is what they are aiming at.

    In their SEC filing they state that they expect market acceptance of the new iPerform products. With acceptance, the new ITI would still be be shoveling cash but into the bottom line.

    Anyway, that is the plan. However it's a long term play and all long term plans have a lot of '"ifs'". I'm waiting on the next CC to get a feel for how things are going without Abbas.

    The successes of the past never translated to higher stock prices because they sold their Lane Change Warning device which they developed from scratch and bought Meridian. Then they left a big chunk of cash on their books lying idle while commandeering operating cash flow for investment in R&D and for iPerform.

    Meridian is about to be leveraged because the timing seems exactly right for their new generation Ag and weather products.

    They are using operating cash flow (and not even a small amount of their cash from the successful sale of their Lane Change Warning device) in order to buy back shares which they must think will go up in value. This use of cash flow will end and the subscriptions will hopefully begin rolling in.

    The chart only tells part of the story. I'm trying to tell you the real back a story. It's not about some sort of perpetual failure but it's the story of a choice being made about of what to do with their success. Put $20M on the books in cash and develop iPerform.

  • friendofthetrend by friendofthetrend Apr 8, 2015 9:32 AM Flag

    From CC:

    "Through these numerous partnership opportunities and our turnkey ClearAG product and services we believe there’s an immediate opportunity for iPerform to grow through subscription based revenues.

    We expect these opportunities to continue t expand as we roll out new product offerings and API, such as ClearPath mobile app. This new ClearAg application is currently in private beta testing and is excepted to be release to outside customers including leading crop protection manufacturers, Ag retailers and to system integrators later in this quarter.

    And we aren't the only ones bullish on this opportunity. According to Ag Wire the precision Ag marketplace is expected to increase nearly 150% from today to $3.7 billion by 2018. This is not only expected to be the largest components of our $8 billion targeted addressable market, but we believe it is also our fastest growing market."

    So the goal is to get $40- $50M or so slice of a $8B market- 0ver next 2-3 years.

    While the vast majority of the upsurging market may go to many other big players, a small slice would finally propel the stock out of it's lackluster range and into high teens.

    I suspect the people posting silliness about IBM's interest in the huge market will hate to hear that right now, but that's what would transpire.

    From CC:

    "Our goal really is- within the next few years- to have over $40, $50 million worth of software sales. I mean, that’s our plan...

    ...many of those would come through enterprise organizations, large BASF, but also some of them would come through other organizations retailers from Bureau insurance organizations."

  • Reply to

    T.V. announcement

    by neilneiluhuhuh Apr 2, 2015 9:04 AM
    friendofthetrend friendofthetrend Apr 6, 2015 10:33 AM Flag

    I'll caution that, imo, there is downside if the deal is not consummated within a few weeks or so or by some definite date.

    This is because of a drain on DYSL's already limited cash- which will be needed to support the very existence of Xcede. If they can't find a bigger firm with resources to back this, then I don't see how they can keep Xcede going.

    I'm not a corporate financial wizard but my point seems to have been made by the CEO in last CC. Shareholders have been bravely waiting for a deal which has been- pretty much- promised by end of this Q.

    Spin offs usually DO mean a pop in price. The reason you don't see a lot of them is because they are not that easy to do.

    "splitting up a company can involve complicated and tedious surgery"
    Article By CONRAD DE AENLLE OCTOBER 15, 2014
    “Spinoffs can take a year or two,”
    “You have to disentangle the ‘spinee’ from the ‘spinor,’ and there are documents to be filed” that are similar to those for an initial public offering. “You have to determine what activities specifically you’re spinning off and create operating models for both entities. In the world of transactions, this is on the higher end of complexity.”

    But you get a pop in price and research shows the companies "experience superior stock performance for as much as three years, because of improved financial results as well as a tendency for Wall Street analysts to see companies in a new and more flattering light after the deals have gone through."

    I'll be holding what I have now till this is resolved- hopefully to the extreme upside.

  • friendofthetrend by friendofthetrend Apr 6, 2015 9:40 AM Flag

    First and foremost, there IS no lawsuit and never will be one,imo.

  • Reply to

    T.V. announcement

    by neilneiluhuhuh Apr 2, 2015 9:04 AM
    friendofthetrend friendofthetrend Apr 5, 2015 8:04 PM Flag

    There ARE other products. I saw one on TED TALKS a couple of months ago. A gel put on a profusely bleeding animal part done right on stage...

    Dynasil intends to market a high-strength, fast-acting, combination hemostat/ sealant device. The Xcede device can be stored at room temperature, under a minute preparation time, and it has 4x stronger adhesion to tissue. It leverages technologies developed at the Mayo Clinic.

    I would not be too concerned about another product usurping and obviating Xcede. For me it's not the issue right now. The challenge is that they need to announce a deal to get this off their consolidated financials.

  • Reply to


    by zxqwertas Apr 1, 2015 2:21 PM
    friendofthetrend friendofthetrend Apr 2, 2015 9:37 AM Flag

    As filed with the Securities and Exchange Commission on April 1, 2015

    Form S3

    3,910,43 shares self offering $5.73 a share

    " for general corporate purposes, which may include, among other things, future acquisitions as part of our strategy to pursue grown opportunities, debt repayment, stock repurchases, working capital and/or capital expenditures"

  • friendofthetrend by friendofthetrend Mar 27, 2015 9:09 PM Flag

    ...The Internet of Things connects smart devices with Farm Suppliers and Service Providers allowing exchange of high amounts of data for better decision making and more precise farming. But how can digitalization of farming - often called precision or smart farming –become real?

    At aPrecision Farming summit held by SAP and F4F recently at SAP´s headquarter with around 50 decision makers from 30 companies we presented a show case where data from 3 different farm management systems were taken and mixed with weather, geo and soil data to provide decision support for farmers. The concept proved that F4F easily connect and integrate with various farm management systems and Service providers such as Iteris to get all data assembled for meaningful precision farming analytics, which was executed on SAP´s real-time platform HANA making use of geo-spatial data and visualization tools from Disy. So four companies collaborated successfully to show exemplary the solution for a farmer´s Problem – and that is the future to be successful in Agribusiness. Working together to serve the farmer, which is in the middle of this industry.

  • friendofthetrend by friendofthetrend Mar 26, 2015 12:34 PM Flag

    Upcoming for publication on: April 08, 2015

    The Global Traffic Management Systems Market is expected to grow rapidly during the forecast period, posting a CAGR of around 38 percent. The majority of the demand for Traffic Management Systems comes from North America, followed by EMEA, APAC, and Latin America. The report presents the changing investment trends and emerging markets.

    Some of the Leading Companies Operating in this Space Include:

  • friendofthetrend by friendofthetrend Mar 22, 2015 10:05 PM Flag

  • friendofthetrend by friendofthetrend Mar 20, 2015 3:15 PM Flag


    One of the world’s leading Intelligent Transportation Systems (ITS) and weather information services companies, Iteris, has made two changes to its management following the resignation of its president and chief executive officer, Abbas Mohaddes, last month. The company has promoted Ramin Massoumi to the new position of senior vice president and general manager of Transportation Systems. Massoumi joined Iteris in 1998, focusing on the application of advanced technologies in the traffic management market, and has led projects throughout the USA. He continued to expand his role within the Transportation Systems division and served as the company’s vice president of business development from June 2011 to March 2015. In his new role, Massoumi will oversee the strategic growth and operations of the Transportation Systems business unit, covering 19 offices and 120 associates.


  • friendofthetrend by friendofthetrend Mar 16, 2015 1:04 PM Flag

    If you want to get rich, cultivate it. Give of your gift and one day you can put a price on it. But timing can be an act of God and that can be the missing part of it. Nothing much we can do but wait. A whole bunch of things are planted and being tended. While wating, wax poetic.Lol!

    No one wants to sell, for fear of missing a big move should a positive annoucement be made regarding Xcede or CLYC.

    So Emily Dickenson cultivated a gift and put it on pages bound and sown with thread, placed in a drawer, gently closed, where no one ever goes till it's discovered after they cover her up with buttercups and lower her into the garden bed.

    So DYSL has to hang in there and vindicate itself with the plan outlined so well by the CEO in last CC.
    CLYC is about 4 years old. Xcede too. DichroTec deal may be about to bear good fruit. DYSL has to make some good news and take their story on the road to the investment community.

    e3 e 3 Wow!! Watch out if that should happen!!!

    I'm holding!! GLTA!!!

  • friendofthetrend by friendofthetrend Mar 6, 2015 9:25 PM Flag

    AR paying $5000 a month, 6 mo. trial. Missouri and other states using it

  • Reply to


    by friendofthetrend Mar 5, 2015 9:22 PM
    friendofthetrend friendofthetrend Mar 6, 2015 6:57 PM Flag

    TMO sells thin film spectrometers and would seem a candidate to buy DYSL.
    For $13M they recently (7-24-2012) acquired a company a bit like DYSL but DYSL has 5X Revs.

    Princeton Security, a Nevada corporation founded in 2005, develops,
    manufactures and markets a line of detector products, including x-ray and
    gamma-ray detectors, spectroscopy systems, and radioisotope identifier
    products. Our products are used for industrial, commercial and security
    applications ranging from the homeland security need to detect concealed
    radioactive material to silicon wafer fabrication companies that use our
    products and components to analyze silicon wafers for defects. We
    manufacture individual detection units and component parts for larger
    units manufactured and sold by third parties.

    Thermo Fisher will acquire all the outstanding shares of Princeton for $0.89 per share in cash, in a transaction valued at approximately $13 million.

    Revenues were $5M

    from Princeton SEC:
    The bid on April 13th, 2011, was $0.25
    The bid on April 13th, 2011, was $0.25

    Princeton utilizes a 13,000 square foot facility for the manufacture of gamma-ray and X-ray detection equipment and associated electronics.

    We believe our main competitors are ICX Technologies , recently acquired by a publicly held US company Flir Systems Inc.....and Thermo Fisher Scientific

0.674-0.026(-3.73%)Jun 2 3:53 PMEDT