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Daegis Inc. Message Board

friendofthetrend 152 posts  |  Last Activity: Aug 27, 2014 11:09 AM Member since: Jan 5, 2001
  • friendofthetrend by friendofthetrend Aug 27, 2014 11:09 AM Flag

    The list of institutional investors seems to keep growing.

    GTT has a better debt and warrant situation to point out and a history of great M&A results. The analysts seem to appreciate the business model, growth aspects of the market , ramping of sales effort and the impact on the stock price that should result as goals of $400 million in revenue and $100 million in adjusted EBITDA are attained.

    I anticipate that the presentation will be well delivered and received.

  • friendofthetrend by friendofthetrend Aug 25, 2014 8:13 AM Flag

    M&A announcement could launch longs to new highs.

    The funnel is full, according to CC and they are due for an announcement.

    As a rule, based on past history, they don't make announcements that don't launch the stock price higher.

    So I'm sitting tight, hoping for any pullback to buy more.

  • friendofthetrend by friendofthetrend Aug 25, 2014 7:39 AM Flag

    Check Canaccord Genuity 34th Annual Growth Conference by clicking link on PR of 8-7-2014.

  • friendofthetrend by friendofthetrend Aug 22, 2014 6:48 PM Flag

    Experts predict this kind of technology will be "digitally desired" by smartphone users. In fact, a survey found 28 percent of consumers between the ages of 26 and 34 say they'd be likely to change banks to gain access to mobile photo bill pay.

    "Photo bill pay is really in its infancy. It's a big thing you will see increasingly rolling out in 2014, 2015 and beyond. It's going to become a staple," said Mark Schwanhausser with Javelin Strategy and Research.

  • Reply to

    375K shares traded and closes up 7.69%.

    by friendofthetrend Aug 20, 2014 6:20 PM
    friendofthetrend friendofthetrend Aug 21, 2014 4:34 PM Flag

    I just think it could be the insider buys and that it reached an oversold bottom.

    The company got off to a rocky start with hiring sales people and getting anemic sales results at first. Investors probably understand the products are good but when the stock was drifting lower as a result of the rocky start, they were waiting for lower entries and creating some pent up conditions.

    The latest results indicate that it's gaining some sales momentum.They are always on the road at events and talking to doctors who might go out a purchase the stock if they like what they hear.

    There had to be some short covering. Nice follow up day on almost 4X avg vol.

    I'll probably add on any pullback from an overbought condition.

  • friendofthetrend friendofthetrend Aug 21, 2014 12:33 PM Flag

    It's high debt. But it's tapping a big market with a brand new product just getting sales momentum. .

    If you want a tiny micro with no debt check at all, try ITI. I have no position until they report their delayed filing. Seekung Aphla (can't post real name) has couple of articles. Balance sheet is clean.

  • friendofthetrend friendofthetrend Aug 21, 2014 10:50 AM Flag

    Thanks for the post and enthusiasm.

    For now, the market has to decide upon how to take the good with the bad on the CC.

    IMO, they did warn on a few short term things. But, IMO, for every warning there's a silver lining down the road that, if it pans out, dwarfs the warnings. Meanwhile no one can deny the turnaround is a given.

    The stock has to digest it's gains from $.50. The chart looks to be in a good uptrend- without giving me altitude sickness .

    I have no idea, but couldn't FDA approval be as much as two years away?

    I think a more immediate catalyst will be securing a partner. They say outright that they are in talks. So something like that could hit the news any day, serve to bolster the stock and fan the flames of speculation.

    You'd have the narrative of the Mayo partnership , expanding Optometric revenues, the human pending trials , new markets opening due to the M&A deal-- Then add to that- a new partnership--Seeeking alfa would be all over it.

    OT: If you have the inclination to check another micro cap, I'd be interested to hear comments on AXGN. It's a sleeper still in a slowing downtrend but recent volume is picking up radically.

  • friendofthetrend by friendofthetrend Aug 21, 2014 10:11 AM Flag

    Top Image Systems Ltd. (NASDAQ: TISA) said it has announced a long-term transaction-based deal with Allied Payment Network to implement MobiPAY, TIS´ self-service mobile bill payment application, within PicturePay, Allied´s mobile photo bill pay solution.

  • friendofthetrend friendofthetrend Aug 21, 2014 9:38 AM Flag

    I hit on some of your same points but here's a further recap:

    After the M&A ,Dynasil's coating capabilities are "among the most extensive in the U.S." This opens up markets to us which we have simply not been able to address. They now have the "capacity to double", if we can capture the revenue opportunities available to us.

    "$33 million backlog and have a goal of keeping this at the 18 month level".

    They cannot disclose the recently noted L-3 contract revenue but it is "significant to that company’s annual volume".

    Regarding RMD product referred to as Click: Market not as big as previously expected but "there are signs that it may start to expand".They are "very pleased with the performance of the material" and" should the market demand materialize",they "stand ready to supply it.

    Regarding RMD: government "beginning to show signs of returning to the market".
    They are "reaching out to some commercial customers for contract revenues and is very encouraging".

    Re Excede: we need to get additional funding in Xcede. Human tests should be 6 to 12 months away. Sounds like it will require sale of more stock. "It’s a wonderful opportunity" "What it ultimately will result in isn’t clear at this point but we all feel pretty good about it."

    "We’re talking to companies" and "whoever it is we likely partner with would be the company that would take that product through FDA approval and to the market".

    Comment by Van Clemens Capital:

    I just like to commend you... for getting a profitable and restoring financial order and ... for having significant amount of your money invested in the company, that’s refreshing. ...and putting your money where you where your mouth is.


    So, imminent news that may propel the stock may be , IMO, the announcement of partnership with whoever will take the patch product " through FDA and to the market". Then with announcement of successful human trials the stock should go wild but that's a way away.

  • friendofthetrend friendofthetrend Aug 20, 2014 11:02 PM Flag

    Sounds like a whole new market of customers may be opening up with the ability to utilize these machines. They got 14 used machines for the price of one new one.

    For a fairly small investment, they seized the opportunity to open up a potential for good future streams of rev. But, right now, revs are $2m a yr and it will take while before this comes to the bottom line. So there will have to be some patience on the part of stockholder as far as that goes, IMO.

    There was another mixed bag- but it wasn't too bad- with Optometrics gains much larger than the reduction in Contract Research. The good thing is that they can reduce the expenses in order to offset the the expected future reduction in the latter.

    They do not expect human trials on the Xcede patch for 6 to 12 mos. However their business model is to profit as an early stage developer and the goal / model is not necessarily to take the product all the way to production. In their model they seem to focus on their core expertise and utilize others to do a lot of the heavy lifting required to go all the way to market.

    They "have their money where their mouth is" as one analyst on the call commented- so that's always a very good sign of good things to happen. It's a comment worth remembering with regard to the patch product.

    Financially they have really cleaned things up. They have some pretty exciting irons in the fire. The patch puts them as a competitor in a larger overall market than they have ever been in. The DichroTec deal itself may one day be a real game changer for the company yet they bought it for a pittance. It could one day, in and of itself, improve the overall ROA for the entire company, from the sound of it.

    Bottom line is they turned from loss to profit and they have two potential game changers DichroTec and the patch warming up in the bullpen.

  • friendofthetrend by friendofthetrend Aug 20, 2014 6:20 PM Flag

    Nice follow through and the big volume day, 8-15. AXGN is higher now than just before the last Quarterly earnings and it's also higher than just before the previous report.

    This will take some time but, if and when the revenues show the type of improvement that's been hinted at in the last couple of CCs, we should see significantly higher prices. IMO.

  • friendofthetrend friendofthetrend Aug 19, 2014 9:42 PM Flag

    There is a new article published on Tue, Aug. 19, 4:57 PM ET

    Dysl a bargain, trading at $1.70/share.

    management team ...has returned DYSL to increasing revenues and earnings, and decreasing debt.

  • friendofthetrend by friendofthetrend Aug 19, 2014 7:06 PM Flag

    & Date Reported
    Date Company Symbol Insider
    Relationship Shares
    Traded Average
    Price Total
    Amount Shares
    Ownership Filing
    Purchase 2014-08-15
    07:44 am AxoGen, Inc. AXGN Gold Mark Stephen
    (Director) 20,000 $2.29 $45,800 302,971
    (Direct) View
    Purchase 2014-08-11
    1:15 pm AxoGen, Inc. AXGN Gold Mark Stephen
    (Director) 11,000 $2.31 $25,410 282,971
    (Direct) View
    Purchase 2014-06-10
    5:15 pm AxoGen, Inc. AXGN Johnston Lee Robert Jr
    (Chief Financial Officer) 10,000 $2.576 $25,757 10,000
    (Direct) View
    Purchase 2014-06-04
    3:54 pm AxoGen, Inc. AXGN Zaderej Karen L.
    (Chief Executive Officer
    Director) 5,000 $2.43 $12,150 334,056
    (Direct) View
    Purchase 2014-06-04
    3:53 pm AxoGen, Inc. AXGN Freitag Gregory Gene
    Director) 5,200 $2.446 $12,718 29,518
    (Direct) View
    Purchase 2014-05-22
    5:56 pm AxoGen, Inc. AXGN Schiaparelli Jill F
    (SVP, Bus. Strategy&Marketing) 2,000 $2.63 $5,260 12,750
    (Direct) View
    Purchase 2014-05-13
    10:55 am AxoGen, Inc. AXGN Zaderej Karen L.
    (Chief Executive Officer
    Director) 5,000 $2.7 $13,500 329,056
    (Direct) View
    Purchase 2014-05-08
    5:20 pm AxoGen, Inc. AXGN Gold Mark Stephen
    (Director) 1,977 $2.6 $5,140 271,971
    (Direct) View
    Purchase 2014-03-17
    7:34 pm AxoGen, Inc. AXGN Zaderej Karen L.
    (Chief Executive Officer
    Director) 1,500 $3.489 $5,233 136,874
    (Direct) View
    Purchase 2013-08-30
    1:47 pm AxoGen, Inc. AXGN MCCARREY SHAWN F
    (SVP of Sales) 25,000 $3.206 $80,151 30,000
    (Direct) View
    Purchase 2013-08-27
    1:24 pm AxoGen, Inc. AXGN MCCARREY SHAWN F

  • friendofthetrend by friendofthetrend Aug 19, 2014 6:46 PM Flag

    Updated: 07/29/2014

    Iteris is partnering with Satshot, Inc., a provider of satellite and aerial imagery, to provide multispectral images for assessing crop growth and deficiencies on fields through the Satshot user interface.
    Through this partnership, Iteris' ClearPath Ag weather content system will be incorporated into Satshot's mapping and remote sensing imagery system

    See Iteris web site news

  • Reply to

    Growth market for cargo tracking

    by friendofthetrend Aug 19, 2014 9:42 AM
    friendofthetrend friendofthetrend Aug 19, 2014 6:36 PM Flag

    * 1.5 million tracking devices globally in Q4 of 2013.

    * expected to increase to a staggering 4.1 million by the year 2018.


    almost 3 X devices in 4 -5 years.

    I think we could extrapolate from this to at least 2-3X revs. Keep in mind the devices each device is exchanging more and info and the client pays for the info.

  • friendofthetrend by friendofthetrend Aug 19, 2014 9:42 AM Flag

    Aug 6, 2014

    According to a new research, the number of active tracking devices deployed in cargo loading units, reached 1.5 million globally in Q4 of 2013. Currently, the cargo industry is growing at a compound annual growth rate (CAGR) of 22.3 percent.

    Recent regulations...have created a significant impact. Many countries around the world have introduced programs related to cargo security, tax collection and the handling of special cargoes, such as food, animals and hazardous goods. As the industry grows, smarter tracking solutions can help businesses, and stakeholders comply with a wider range of regulations and programs.

  • friendofthetrend friendofthetrend Aug 19, 2014 9:33 AM Flag

    Xcede has "tremendous upside potential" and the ingredients needed to revolutionize [a ]$4.5 billion global,” CEO, Dynasil

  • Mr. Sacks manages Grand Slam Asset Management, a registered adviser specializing in small and micro-cap value investing. Sacks experience in management, operations and finance allows him to identify undervalued and mispriced companies.

    His experience:

    *nine years at TSR Wireless, the largest independent wireless retailer, Chief Executive Officer.

    *mergers and acquisitions, private equity and debt financings.

  • Reply to


    by jpnmqrtn Aug 18, 2014 8:39 PM
    friendofthetrend friendofthetrend Aug 18, 2014 11:48 PM Flag

    He and the Thornton's had millions of shares at one time and have liquidated an alarming amount. I would by if they buy. But myself, I would not buy a single share if they don't.

    I find it's just a glaring amount of no confidence in the company. Then the CFO quits. It's disconcerting.

    The stock should bounce soon, however.

    Look at axgn if you want a low priced stock with a patented, game changing product just starting to sell. Insider action is way, way more favorable there.

    I know people will hate me for saying this but the facts indicate Debello and Thornton made millions and they are leaving relatively little on the table.

    Why would they blatantly do that???

  • Reply to

    LOOK at CFO Salary. That is 1.2% of total sales.

    by aliveinsf Aug 12, 2014 6:43 PM
    friendofthetrend friendofthetrend Aug 18, 2014 11:04 PM Flag

    Cole received $399,216.36 as consideration for the 22,222 shares of Symon Holdings owned by him at the effective time of the Merger.

    Cole's annual base is $225,000. The total of over $6K includes a one time buy out of his Symon shares .

1.0399+0.0129(+1.26%)Aug 29 2:47 PMEDT

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