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Daegis Inc Message Board

friendofthetrend 164 posts  |  Last Activity: 13 hours ago Member since: Jan 5, 2001
  • Reply to

    Open letter to..........

    by steves528100 Apr 19, 2016 9:46 AM
    friendofthetrend friendofthetrend Apr 21, 2016 10:40 AM Flag

    Don't feel bad. Hemingway Fitzgerald, Keats, Faulkner, Austen, Einstein,Churchill, JFK, Da Vinci, Yeats, Franklin.--they would all tell you, when assessing intelligence, don't put much too steak in spelling, because they were all poor spellers.

  • Reply to

    Today's call

    by halevay Apr 20, 2016 11:06 PM
    friendofthetrend friendofthetrend Apr 21, 2016 10:06 AM Flag

    I just did --as a trade. Just sold but kept a little-- so it's as if my PPS is $3. Could be a turnaround story.

  • Reply to

    Rothchild Law Suit

    by iddoc60 Apr 20, 2016 3:14 PM
    friendofthetrend friendofthetrend Apr 20, 2016 6:48 PM Flag

    Thank you!

  • friendofthetrend by friendofthetrend Apr 20, 2016 8:52 AM Flag

    CCS's net income increased from $68 million in 2014 to $87 million in 2015 (28% increase)
    CCS increased the generation of specified tax credits by 66% for the CCS owners' accounts from $47 million to $78 million
    Lease payments made by tax-equity investors remained consistent in 2015 at $3-to-$4 per ton; however, distributions were lower as capital was strategically used to 1) generate tax credits on five retained refined coal ("RC") facilities, 2) install eight additional RC facilities, and 3) fund working capital needs to assure adequate supplies of key chemical additives for future operations
    CCS increased production of RC by 35% and the number of installed RC facilities by 38%
    Expanded market coverage through new broker network in mid-2015 and built a more robust and sustainable sales approach to attract new tax-equity investors
    Expects at least $650 million in tax equity investor payments between 2016 and 2021 based exclusively on the 12 RC leased facilities in place today and assuming no modifications of contracts, non-renewals or early terminations

    Key 2015 Accomplishments

    delivery of 41 equipment systems recognizing revenues of $59 million and mitigating potential financial exposure to warranty and other performance obligations

    closure of its McKeesport, PA fabrication facility to better focus its Emissions Control product offerings
    Eliminated or tabled speculative R&D investments and expenditures such as Clearview Analytics, liquefied natural gas flaring capture, and post-combustion CO2 capture
    Developed a more efficient and effective organization in key functional areas, such as accounting, compliance and sales
    Implemented a cost containment strategy including headcount reductions in 2015 and announced new initiatives this month to reduce costs further in 2016
    Current on filing its financial statements and expects to file its first quarter 2016 Form 10-Q on time on May 10, 2016
    Began process for re-listing on The Nasdaq
    http://finance.yahoo.com/news/advanced-emissions-solutions-files-2015-233000507.html

  • Reply to

    Greywolf files SC 13G

    by friendofthetrend Apr 19, 2016 8:42 AM
    friendofthetrend friendofthetrend Apr 19, 2016 12:02 PM Flag

    Dumb mistake. Thanks.

    I thought I had screened the search for articles within last week and didn't even notice.

  • friendofthetrend by friendofthetrend Apr 19, 2016 8:42 AM Flag

    April 15, 2015
    NAME OF REPORTING PERSONS

    Greywolf Event Driven Master Fund

    AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    2,100,000


    PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    9.66%

    ***
    This was a newly disclosed position for the hedge fund .The filing was required due to activity on April 15, 2015

    ***

    So BlackRock wants a 19% piece because the 11% they had in 2013 was apparently not enough. That's interesting, given the timing-- before today's ER.

    ***

    I bought on the chart; it's very good but not exactly a perfect screaming buy. I went over the last investor presentation and I can't tell if it's ingredients for chicken soup or chicken s***. It's downright scary.

    I hope BlackRock and Greywolf did some homework.

    Also Tricadia Capital Management LLC added +1,204,264 shares recently to take 5.47% stake. Wellington reduced but still is holding just over half of what they had.

    Overall, there is somewhat less sweat on the rosary beads because institutional activity is really quite comforting. It makes it seems like a listing on Nasdaq is realistic--soon. I hope they give some more confirmation on that scenario.

    Just my 2 cents.GLTA

  • Reply to

    Chart not looking too bad 4 a trade

    by friendofthetrend Apr 18, 2016 12:07 PM
    friendofthetrend friendofthetrend Apr 18, 2016 1:48 PM Flag

    Why the heavy volume and the big" up days" one month before this report ? Then no real selling 2-3 days ahead of the ER, even though there's been a run up.

    Maybe it will be, as you say, "news driven" but recent action could be the result of people who don't have to wait for the news. Maybe they already have a pretty good idea of what it will be and have positioned for it and driven the price higher about a month ago. Hope so. Just bought a little.

  • friendofthetrend by friendofthetrend Apr 18, 2016 12:07 PM Flag

    ...pre earnings. Hope it works. I'll find out soon enough. Seems to have completed a bottoming process after December 31, 2015 when Blackrock reported upping it's stake to 19%.

  • Reply to

    DYSL need some news

    by declaes Apr 13, 2016 5:11 AM
    friendofthetrend friendofthetrend Apr 18, 2016 8:30 AM Flag

    DYSL has hit the doldrums. May and June should have news. As you say, ER and new web site in about a month. $7M in funding should come around a month later.

    Funding for Xcede, a small profit, a nice increase in Optics revs. CLYC is in 3 OEM products. Another one would be good. Some deals out of DichroTec would be nice. The backlog number and any mention of progress on new DYSL products would be good.

    Maybe they will sell a segment or sell some patents I don't know, but they mention coming up with a "strategic plan through 2020." So the web site will probably tie into that. I hope they can generate a little enthusiasm among the shareholders. 2020 is just short of eternity. Dead money is not good. Let's stoke the interest with some tangible sense of a bright future.

    It costs money just to keep up a 60 patent portfolio and RMD can't shrink too much, so I hope they review it all and keep shareholders informed.

  • Reply to

    patent suit seeking alpha states

    by steveanastasio Apr 12, 2016 1:15 PM
    friendofthetrend friendofthetrend Apr 14, 2016 8:09 AM Flag

    Interesting Seekingalpha take out today on RPXC and patent trolls

    "it appears that Congress has finally had enough of the patent troll problem, and has introduced a litany of patent reform bills."

  • friendofthetrend by friendofthetrend Apr 13, 2016 10:06 PM Flag

    04/13/2016 | 07:40am EDT
    By Targeted News Service

    ALEXANDRIA, Va., April 13 -- Iteris, Santa Ana, California, has been assigned a patent (9,311,605) developed by two co-inventors for "modeling of time-variant grain moisture content for determination of preferred temporal harvest windows and estimation of income loss from harvesting an overly-dry crop."

  • friendofthetrend by friendofthetrend Apr 13, 2016 4:02 PM Flag

    just before earnings. Bought for a trade.

  • Reply to

    patent suit seeking alpha states

    by steveanastasio Apr 12, 2016 1:15 PM
    friendofthetrend friendofthetrend Apr 12, 2016 1:32 PM Flag

    The author was completely unaware that the suit is old news. Read the comments.Great buying opportunity. Get greedy. IMO.

  • friendofthetrend friendofthetrend Apr 12, 2016 1:00 PM Flag

    Loading up here! Patents are solid as a rock,imo.

  • friendofthetrend friendofthetrend Apr 10, 2016 7:32 AM Flag

    Addressable market is 17 AMS sites plus 67 other designated cancer centers. If 50% opt Mevion and 30% of those opt AMS that's around 12 sites generating maybe $4m in operational profits each. The sales cycle is slow and it's a year or two to prepare sites and ramp the revs.

    But revenues will be predictable since the customers lock in ten year contracts for the right to use the Mevion and the landlord model is scalable. Unlike a manufacturer or distributor, incremental revenue do not require a lot of additional, costly activities, marketing shipping, receiving, storage,returns, inventory write -offs and so forth. The same 10 people -- maybe a few more could handle it.

    So revenues should be good quality, go to free cash flow and a good multiple should apply for eps or whatever metric you want to apply. But we won't know anything firm until a year from now. So it's a gut feeling investment for now.

  • Reply to

    I did my part this past Q

    by rosplockt Apr 2, 2016 9:22 AM
    friendofthetrend friendofthetrend Apr 8, 2016 1:20 PM Flag

    ...been in MITK even longer than you've been in AMS. Just a short while a lot of the Yahoo statistics were negative because earnings were negative. MITK always had quality, growing revenue with good margins and locked in customers(banks and FI's) Just had to come to reach critical mass with MD reload velocity and come to scale.

    So too I'm hoping the Orlando site puts AMS over the top.We'll see.

  • friendofthetrend friendofthetrend Apr 8, 2016 11:44 AM Flag

    ...in other words, it'll be $300 to find out what you have to say...lol!!

    I'm adding on pullbacks. Once Orlando ramps and we see how the incremental revs go to earnings, that will have to be priced in, along with any deals they may announce for the two remaining protons.
    That and going on the road to investment community, could make a big difference on PPS.

    I think they have 19 sites, including Orlando. Mathematically, the first 17.5 sites are for BE and the rest are free to go to bottom line a lot more directly.The quality of revs should be good and decent multiples should follow.

    ****
    The game has been going on for hours. Some fans are a little weary. Some went home. It's still tied, zero, zero. It's the bottom of the 9th. A runner has walked, took second on a balk and stolen third.

    The coach looks at Mevion Orlando and says, I'm going to call a suicide steal. Can you lay down a bunt? Mevion says , "Yes, coach I think I can".

    The runner sprints toward home. Mevion pivots to face the pitcher--- in an open stance. He's flawlessly laid down bunts 99% of the time-- in games and practice. But his heart is beating. The pitcher throws a curve. Mevion LOVES curves. The coaches heart is beating. Everyone's heart is beating like crazy. GLTA

  • April 6, 2016 – Mevion Medical Systems is celebrating the first patient treated on its newest MEVION S250 proton therapy system. Today, 36-year-old Rhea Birusingh, a new mother with a brain tumor near her right eye, successfully received proton therapy at the Marjorie and Leonard Williams Center for Proton Therapy at UF Health Cancer Center - Orlando Health. Birusingh’s son Zane was born on February 18, and the opening of the first proton therapy center in Central Florida means she didn’t have to travel far from home to receive her care.

    Rbea Birusingh"I am incredibly grateful and excited that I can receive this treatment, by an expert team of professionals, right here in Central Florida where I live," said Birusingh. "As a mother of a newborn baby, this allows me the opportunity to be treated without leaving my family and to treat this tumor effectively so that I get to savor these precious moments with my son."

  • friendofthetrend friendofthetrend Apr 6, 2016 11:57 AM Flag

    oops...and end up with less.

  • friendofthetrend friendofthetrend Apr 6, 2016 11:55 AM Flag

    Exactly. If you don't like the idea of a smaller investment going to one that is 20X's larger, don't check out DYSY. Buy a larger amount of of a utility stock and watch the grass grow over there. And up with less.

DAEG
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