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Daegis Inc. Message Board

friendofthetrend 135 posts  |  Last Activity: Jul 9, 2014 8:35 PM Member since: Jan 5, 2001
  • Reply to

    Now 5% below BV

    by o08o.ugh64w Jul 9, 2014 5:40 PM
    friendofthetrend friendofthetrend Jul 9, 2014 8:35 PM Flag

    On 6/27 I commented extensively about this delay over on the orbc board.

  • Reply to

    negative SeekingAlpha article out

    by dbtunr Jul 3, 2014 2:48 PM
    friendofthetrend friendofthetrend Jul 3, 2014 8:14 PM Flag

    The Q&A after the article is interesting.

    Author seems to be giving his honest analysis, has lot of good things to say, is not panning the company, seems to love the AIS business potential, says Orbcomm has "tremendous potential" but has reservations about buying the stock before OG2 is successfully deployed and until there's evidence customer base is dramatically increasing or debt is reduced and there is solid profitability.

    CEO says:
    We are now an integrated multi-network provider of complete telematic solutions, well poised for continued growth and success using our constellation as a key enabler. Another way to say it, we have invested millions of dollars in 2013 that we think will result in significant increases in market share going forward. And we are confident that those investments were the correct course of action.

  • Google the article. Discusses the tracking market (33% of carriers without a trailer tracking system are interested in having one) and various solutions(Cellular vs. Satellite), battery life( Orbcomm’s solar GT 1100), cost of satellite tracking (going down) and OG2 (30 times the bandwidth -lower cost than OG1).

  • friendofthetrend by friendofthetrend Jul 1, 2014 9:10 AM Flag

    Quoted from a reviewer of Mr. Thompson's book:

    When most people are asked to name corporate CEOs, celebrity names come to mind: Jack Welch, Warren Buffett, Bill Gates and the late Steve Jobs. But what about the other 5,000+ leaders of public companies? Who are they, and why don't we hear about them? These men and women run companies every single day - day in and day out. Some of them are millionaires, but many are not. They keep a low profile, growing their companies, building shareholder value and doing the right things for their employees.

    H. Brian Thompson is one of these people. Son of an Irish immigrant labor leader, Thompson epitomizes America's real CEOs. He's not flashy, and, unlike many celebrity CEOs, he admits to successes and failures. He comes from modest means, and still considers himself a working person who builds prosperous companies, provides employment and wants to leave a legacy for his community and his family. He's an ethical person who doesn't believe that business is just about money but helping people achieve goals they thought were unattainable.

  • Small-cap index funds benchmarked against the Russell 2000 will buy these stocks, typically increasing demand and prices.

    My Googling of the subject indicates that stocks added to the index outperform, according to a Schwabb statistical study.

  • friendofthetrend by friendofthetrend Jun 29, 2014 2:54 PM Flag

    The Kopin number, 9 Million, is large enough to be one leg of the expected Trifecta of Night Vision Contracts slated for eMagin this year

    Google the above.

  • Reply to

    ITI Long term Chart

    by bullit_freerider Jun 23, 2014 2:56 PM
    friendofthetrend friendofthetrend Jun 29, 2014 2:34 PM Flag

    The long term chart indicates it's following it's 200DMA and is in the stage of being a more or less forgotten stock, IMO.

    This is a very interesting stage to be in.

    There could be significant upside, given the irons in the fire and what "being discovered" could do to the price per share. However, they need to report soon, with good numbers(at least some sequential growth Q over Q)

    I expect a nice move up if all is well.

  • friendofthetrend by friendofthetrend Jun 29, 2014 2:24 PM Flag

    CCOI, perhaps best comparative is 15.86(Yahoo statistics).

    GTT is 11.84. (Yahoo statistics).

    However take last Q Adj. EBITDA of $8.4 (see PR on last earnings release) X4= run rate of over $33M.

    EV for GTT is $324.26(Yahoo statistics) / $33M= UNDER 9.82!!. Sweet! 38%less than CCOI.

    The stock could rise 38% from here and the EV/EBITDA would still be less than CCOI's. (That's because total EV includes liabilities, not just market Cap of Equity.)

    So based on this significant metric, valuation is getting darn close to the avg. price target of $16.

    *********************

    "We are seeing significant client wins" (see PR on last earnings release)

  • friendofthetrend by friendofthetrend Jun 29, 2014 1:21 PM Flag

    Google it. 5-14-2014 article

  • friendofthetrend by friendofthetrend Jun 29, 2014 12:52 PM Flag

    As a precaution, I cut my position with ITI. I have been unable to post on this board over the last few days. My attempts were deleted. After ITI reports, I may reload, even if it means buying back at higher prices.

  • friendofthetrend by friendofthetrend Jun 27, 2014 5:51 PM Flag

    O.K. if it drops below $8.28 for a bit of time but needs to close above that number to stay good from a technical standpoint. Cannot figure what is going on with big volume and heavy volatility.

    It's like some institution bought big in May to start this recent rally and sold big too today. But can't really tell.

    If there is a down move, I'll have to see what kind of volume it produces. If it closes above $10.49 that would be quite bullish.

  • Google it for infoabout why ther was no webcast.

  • Reply to

    I think we test the $2 level today!

    by tradingjunk123 Jun 27, 2014 9:08 AM
    friendofthetrend friendofthetrend Jun 27, 2014 11:15 AM Flag

    Excellent point, even if it sounds sick to say,"I like his package."
    If we can hold above $1.90 on volume, it's a significant breakout.
    OT: Check RMGN, looking to bust above it's 50dma and no real resistance for a while...

  • friendofthetrend by friendofthetrend Jun 27, 2014 9:00 AM Flag

    I got some people into the stock from GTT board.

    I've been trying to post on ITI but I've apparently been flagged as a spammer. I'll try to re-post here, what I attempted yesterday.

    As long as this delay was caused by the filing taking too long, due to the change in auditors, as management says, everything should be fine, IMO.

    However, researching this today, I note that in 2005, Iteris had to reclassify items and restate, after changing auditors, I believe. Now they change auditors again, according to the recent PR and there is a delay. It's also worth noting that in Oct. 2013, I believe, Iteris's CFO left. So the question is, are the auditors being fired and/or leaving due to their refusal to push the envelope or see eye to eye on something?

    So for me, these COULD be red flags. I cut my position today. I'd rather try to buy it back back higher if everything is good when they report. It's just a precaution.

    The accounting and governance of Iteris, according to reports I get via my broker indicates that this company is the best rated of all my small cap holdings. More than likely, this postponement is for reasons stated. The company and CEO have been purchasing shares and so has this is a real positive to consider.

    But if the auditors were pressured and balked at the last minute, there could be such a PR issued -as we have seen -in order to work things out and make sure everything is in compliance. So this PR could be truthful but omit the details about any pending crises or disconcerting back story. To me, it's better to bow out and let them take the time they need and report.

    Must say, I was blindsided by this. All of this represents my own honest analysis and nothing more. The stock is holding up pretty well in the face of this and may continue to do so for a while, IMO.

  • Reply to

    NEWS...NEWS NEWS

    by declaes Jun 27, 2014 4:38 AM
    friendofthetrend friendofthetrend Jun 27, 2014 8:27 AM Flag

    Dynasil is truly transforming itself under the new CEO. It's a new ball game.

    The company being acquired was a spin off, of sorts, from Bausch Lomb back in 1971. The business seems aligned to enhance the core strengths of Dynasil. If it's at a good price, accretive and adding to EBITDA and revs this will contribute to the improving metrics Dynasil should already be gaining after recent divestitures.

    There should be synergies, in terms of cost savings for facilities etc. They had 27 employees back in 2013 when Empire State Development issued a PR where DichroTec got a contract for $250K.

    It will take a while for the deal to integrate and for a while the financials will be hard to understand, I think. But with 43% of shares in the hands of insiders you have to have some faith that they want those shares to go up. One way to insure that it goes up rapidly is to do a synergistic acquisition that improves financial metrics and allows the company to present more value to the market place. So hang tight! IMO.

  • Worldwide Cloud Adoption Trends

    Companies Embracing Cloud Need Reliable Integrator Reveals Worldwide Survey

    Google either of above.

    Imagine you are a salesperson offering integration. Over half of all new CIOs you call on want an integrator. For over half the new calls you make, you don't have to explain why they need it. They know. They just want to know how good you are at integrating. They aren't even that concerned over price. The ROI is completely evident.

    This may be why CEO, R. Calder, says the biggest limiting factor to GTT growth is just getting a trained and qualified person to call on these CIOs. And GTT is hard at work getting those additional sales people out there.

    IMO, this is a buy the dip situation.

  • Reply to

    FUNDAMENTALLY THIS IS A GOOD INVESTMENT!

    by bernie02 Jun 20, 2014 2:13 PM
    friendofthetrend friendofthetrend Jun 26, 2014 1:16 PM Flag

    It's setting up to be a growth stock at a value picker's dream price. IMO.

  • Reply to

    Book Value $4.52/share...

    by friendofthetrend Jun 25, 2014 7:34 AM
    friendofthetrend friendofthetrend Jun 26, 2014 1:11 PM Flag

    Just to keep it real, they have to execute and possibly do some financing. But dang-- the upside potential for at least a 4 bagger is pretty evident.

    Over time there is potential to go even higher than $11. This company has never been "designed" to be a small player. I believe they are going for the throat, as far as their position in the industry and their targeted markets go.

    It's a good, growth market to take a leadership position in. Pretty wide open for expansion if they can execute. But no more mistakes for a while would be appreciated.

    I like the fact that their employees post really good things about the company on glass door. In fact, better than all my other small caps. If employees are happy things can happen. They can pick themselves up from a slip at the starting gate.

    Investors may use that slip as an entry point into something that has big upside potential.

    ALL IMO. GLTA.

  • friendofthetrend friendofthetrend Jun 26, 2014 12:22 PM Flag

    OT: As a precaution I did cut my exposure to ITI.

    If everything is as management says, however, all should be fine.

    Myself, I'm wary any time there's a postponement. So we'll see what happens when the make their release. I've been trying to post on the ITI board all day but once you try to quote an article and it's rejected as a post, you can apparently be flagged as a spammer and be unable to post for the day on their board.

    Now I've seen some companies delay and provide no reason at all, so at least they mentioned the new auditors.

    Doing a little furher research I notice that in 2005 they were forced by auditors to restate some items, so I'm being cautious and will wait for the release.

  • friendofthetrend friendofthetrend Jun 26, 2014 9:05 AM Flag

    Right now you may be right to remain cautious on ITI. The delayed earnings announcement came out of the blue and blindsided me when I woke up this AM. Hope their explanation for this is accurate.

DAEG
1.22+0.02(+1.67%)Jul 11 4:00 PMEDT

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