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Daegis Inc. Message Board

friendofthetrend 197 posts  |  Last Activity: Jan 26, 2015 2:49 PM Member since: Jan 5, 2001
  • Reply to

    All aboard the MITK Train is leaving soon!

    by futurenest Jan 26, 2015 12:15 PM
    friendofthetrend friendofthetrend Jan 26, 2015 2:49 PM Flag

    If it is one thing that bugs me on these message boards is how many people do not know the difference between the words "loose" and "lose".

    IMO, that should be restated, at least to this:

    If it is one thing that bugs me on these message boards, it is how many people do not know the difference between the words "loose" and "lose".

    Or perhaps this: If there is one thing that bugs me on these message boards, it is how many people there are who post, yet they do not know the difference between the words "loose" and "lose".

    Or maybe this is best: If there is one thing that bugs me on these message boards, it is the fact that many people do not know the difference between the words "loose" and "lose".

    Those statements would be proper, gramatically, wouldn't they?

    But not this: If it is one thing that bugs me on these message boards is how many people do not know the difference between the words "loose" and "lose".


    But noone is perfect. Lol! Can't tell you how many times I've seen that one. I mean, it's two words, folks!! Does it look right as one word?

    Their are many ways to bug people,lol. As many ways as their are people on message boards who can't get there, they're and their straight, lol...just kidding.

    To, too and two are also confused a lot. Making unnecessarily long posts bugs people to, I suppose. Lol, I meant "too". And don't get me started about starting a sentence with "and" or about the difference between "well" and "good".

    All due respect to fellow posters; apostrophes, commas,spelling, typos and grammar aside, MITK seems to be headed up today! No time to proofread.Or is that proof read? Proof-read?How about read and red. Anyone red so far?

  • friendofthetrend friendofthetrend Jan 26, 2015 1:44 PM Flag

    There are no specific plans to acquire anything that I know of. The divestiture does not mean they changed their overall strategy for growth. That strategy still includes acquisitions. Before the divestiture they couldn;t acquire but now they can. And we saw how quickly after DichroTec.This is from their FAQ on investor web page.

    Dynasil plans to identify – and invest in – those products and technologies with the greatest revenue and growth potential in our markets.

    To achieve that goal, the Company will focus on:

    Building a strong team ... penetrate new markets and increase our presence in existing markets....enhancing our intellectual property estate through the filing of new patents...
    Executing a focused acquisition strategy which complements our existing businesses.

    Since 2004, Dynasil has made a successful transition from a single-product line optics company to a combined contract-research/commercial optics and photonics company focused on commercializing its own products, patenting its own innovations and advancing its own technologies. The initial acquisitions of Optometrics, Evaporated Metal Film and the Precision Optics Corporation filter line product enabled the Company to substantially increase revenue and profitability. This growth positioned Dynasil to make the acquisitions of RMD Research, its sister company RMD Instruments, Hilger Crystals, and Dynasil Biomedical, transactions which represent transformative opportunities for our Company.

    Dynasil’s recent acquisition of vacuum coating chambers from DichroTec Thin Films LLC significantly increased our coating capacity. This allows our EMF subsidiary to consider large optic, film, fuel cell and heads up display opportunities not previously available to EMF. In addition, Dynasil’s RMD subsidiary has a proprietary process for manufacturing thin film scintillators for digital radiography. Such products can also be coated in these chambers.

  • friendofthetrend friendofthetrend Jan 26, 2015 1:09 PM Flag

    Yes but DYSL does not own XCEDE entirely.I f it were to be sold, proceeds would go to other stakeholders too, I think.

    I could see ARTH shares going to $.40 pretty quickly if they even announced Human Trials are ongoing. And a lot higher upon successful trials.So I could see that comparable doubling in value. We can speculate but the upshot is, there's a potential and unlocking it would be a catalyst for PPS.

    Nothing we can do but wait:


    In prepared remarks on last CC:

    We are actively looking into creative financing options for this entity, which could include finding a way to spin it off to our shareholders. As previously disclosed, we are also in discussions with large biomedical companies about the technology, have expanded the management team, are actively recruiting additional expertise for the Xcede board, and are developing the protocols and the plan for first in human trials.

    In Q&A:

    We are actively looking at ways to finance this such that we provide adequate liquidity into Xcede and we figure out a way to have it not necessarily affect Dynasil’s performance going forward and we figure out a way to get the ownership of it into the hands of our shareholders. It's not an easy solution to come up with, but we are working on some ways -- actively working on ways to try to do it.


    So anyway, DYSL has a cap of $23.74M and revs of $42.31. Seems undervalued. Also, They have a history of making acquisitions that add to shareholder value. There'll be more because M&A is a part of their growth strategy.

  • friendofthetrend friendofthetrend Jan 26, 2015 11:27 AM Flag

    Human tests should be 6 to 12 months away.

    Some past quotes Re Excede: "we need to get additional funding in Xcede'[I think the just got some but there may be more]. "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".

  • friendofthetrend friendofthetrend Jan 26, 2015 11:15 AM Flag

    I do not think that that amount is unattainable at some point along the post incubation period, if all keeps going well from a competitive standpoint and the product continues to satisfy a long list of design criteria and it proceeds with success of human trials.

    Keep in mind the path ahead to the really huge money would be fraught with many obstacles, possible delays and pitfalls, I surmise. Also there are other players for sure:

    "StartUps and Emerging Competitors in Surgical Sealants, Glues, and Hemostats
    Gecko Biomedical
    Arch Therapeutics
    Medical Adhesive Revolution
    Xcede Technologies


    DYSL's Xcede division is in talks with large biomedical companies regarding the patch tecnology, according to CEO's statements.

    It may be somewhat tricky trying to cash in on this at this early stage. But be mindful, any profits from Xcede will be apportioned out to all the stakeholders including the Mayo investmant arm. I'm not sure how the pie will be sliced or at what point along the incubation period it may be spun out to DYSL shareholders.

    The enterprise value of ARTH is $14.53M according to Yahoo Finance " key statistics". ARTH has a similar product already through pre clinical trials. They have zero sales.The value is based upon hope, at this point.

    But J&J paid a huge sum for a comparable technology ,actually in use today. $448M.

    IMO, Xcede is way better, if you read the patent app. J&J is building an entire plant in Ireland mainly to produce their sealant product.

    This is a pretty big deal and the beauty is, we can participate in profits without all the debt associated with most biomed startups. DYSL has a diferent model.Unlike ARTH shareholders, we don't have to worry about huge burn rates.

    My hope is there will be some upside. How much and when is the question in my mind.Could be a bunt single or bases loaded, game winning homer at any given time,IMO.

  • friendofthetrend by friendofthetrend Jan 25, 2015 10:01 PM Flag

    01/23/2015 | 08:50pm US/Eastern

    Patent Issued for Bicycle Presence Detection in a Roadway Using Video Data Analytics

    By a News Reporter-Staff News Editor at Information Technology Newsweekly -- Iteris, Inc. (Santa Ana, CA) has been issued patent number 8933818, according to news reporting originating out of Alexandria, Virginia, by VerticalNews editors.

    This patent was filed on March 13, 2013 and was published online on January 13, 2015.


  • friendofthetrend friendofthetrend Jan 25, 2015 9:52 PM Flag

    As farmers are increasingly under pressure to squeeze out
    profits and comply with burdensome regulations, they
    search relentlessly for operational efficiencies. To satisfy
    this escalating demand, established agriculture and technology
    companies and a host of startups are bringing
    innovative products and services to the agriculture arena,
    focused on helping farmers close that gap. This emerging

    Precision agriculture is thought by many to be the biggest
    technological change in agriculture since the introduction
    of hydraulics in the 1940’s.

    Advanced sensors and Big Data.

    Weather and soil data
    can be coupled with real time plant health data from
    aerial imagery (satellites and the emergence of drones)
    and on-the-ground sensors for in-depth analysis. This
    analysis supports real time predictive decision-making
    to drive lower costs and improved yields. Real time sensors,
    mounted on fertilizer application equipment, allow
    farmers to vary the application of fertilizer as the equipment
    passes over the crops.
    Return on investment realization. Increased functionality
    and expanded offerings of precision agriculture
    devices, integrated software, analytics, and cloud services
    have improved potential ROI’s to farmers. Anecdotal
    success stories are spreading through the agriculture

    This growing awareness, coupled with the demographic
    shift to younger, technologically-savvy farmers, has
    many pundits predicting a dramatic increase in the rate
    of growth of precision agriculture.
    Current estimates show the size of the precision agriculture
    market in the U.S. is between $1.5 and $2.0 billion1
    It is estimated to grow in the U.S. over the next 5 years
    at a 13% percent growth rate to reach $3.0 to $3.5 billion1

    Many of these smaller [start up]companies will be bought as they
    gain momentum and provide unique products and services
    that larger companies can leverage into their current customer

  • friendofthetrend friendofthetrend Jan 25, 2015 9:40 PM Flag

    Some interesting news regarding human trials
    First I found this:

    May 18 14
    Xcede Technologies, Inc. Presents at 13th Annual MedTech Investing Conference, May-21-2014. Venue: Graves Hotel, 601 First Avenue North, Minneapolis, MN 55401, United States. Presentation Date & Speakers: May-21-2014, Allen J. Berning, Executive Director.http://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=248337060

    Then, going to the MedTech conference I found this:

    Xcede is in the selection and approval process for first human trials with 2 European clinical research centers.


  • friendofthetrend by friendofthetrend Jan 25, 2015 3:18 PM Flag

    Spent quite a bit of time explaining exactly why I'm recently psyched about ITI.

    The precision Ag market is for real and I say this- not only based on googling around- but I had some first hand encounters with people who happened to be at a hotel Agro convention while I was there on other matters and according to them it's the place to be.

    Anyways, it's best to save posts when you include a link because Yahoo is heartless when it decides to delete.Poof!! Your work is gone.

  • friendofthetrend friendofthetrend Jan 25, 2015 2:40 PM Flag

    "For 2014, three of our companies, Optometrics, EMF and Dynasil Fused Silica had record revenue results and Hilger had the largest revenue year under ourownership. This is a significant accomplishment, given our liquidity situation."

    So the sale of the divisions results in lost revs. You have to do a bit of research to find that nearly all this lost rev has been offset by the growth in the remaining divisions. You can't just do a stock screen for growth in revs and come up with DYSL.

    However, you cannot buy low and sell high if EVERYONE knows exactly how much the company is growing. So in this sense, it's good that it's disguised a bit by the divestiture.

    Once they have some positive Q's behind them and the DichroTec deal shows some signs of paying off, I'm hoping they start to take the story on the road and do some investor presentations. That would seem to me, to be coming in 2015, but we'll see.

  • Reply to


    by friendofthetrend Jan 8, 2015 7:16 PM
    friendofthetrend friendofthetrend Jan 25, 2015 2:27 PM Flag

    ".5 million rev per quarter" Yes, correct.

    According to Capt'n Sully, the goal is to squeeze "2-3 times current EMF" division's revenue revs with this single, fairly low cost acquisition. This will take a few years, if all goes as they plan. To keep it real, the expertise of the former owners couldn't seem to get Dichrotec to more than $2M a Yr. in revs, so we hope some synergies tilt things more favorably for the DYSL shareholders.

    Just to get a feel for what Dynasil bought, you may want to check the pics on facebook. One is of a HUD in an automobile, which, as I ponted out, is a possible high growth area to address.

    Dichrotec produced the special lighting for Dancing With The Stars and the 2012 London Olympics.

    They are located in Rochester NY, home of Rochester Optical Manufacturing Co who had a PR about doing some of the HUD for Google Glass. So the field is interesting.

    Hope it pays off, over time, for shareholders. A nice $1 or 2M manufacturing sub contracting from someone like Rochester Optical would be nice. Not sure if such a thing is remotely possible but I'm sure deals of some sort will be coming in, in time.

    What it is, is large volume. In Rochester, you compete on price, quality and service. The Ithica plant, on the other hand, is about customization. Of couse, if the thin film job is for many items of particularly large size, Rochester has a sort of monopoly on being able to do that, because of the 96" chamber. Not too many places around the hemisphere can do that. Or so it is, I'm slowly learning.

  • friendofthetrend friendofthetrend Jan 25, 2015 1:43 PM Flag

    Securing the L3 contract had to do with Dynasils patents for the desired product, I believe. This is an instance where the research hand fed the manufacturing hand. It's an affirmation of their companywide strategy. It's a sort of vertical integration of their past acquisitions, coming together to produce synergies and growth. This is from CC:

    "Optometrics is now able to meet the current customer demand for this [patented] product and has the capacity to double production if demand increases."

    So the possible inference is this: Dynasil chose to scale up beyond what is necessary to meet the contract. They scaled up to account for a double

    Another higher margin, $3 or $4M in top line revs?

    It's tanatalizing to even think about this. A combined total of $7 M in revs is about 30% of the entire market cap. PPS would HAVE to again explode.

    However, to keep things grounded, the other deal, the Dichrotec deal, will dampen profits for the next report.

    But again, looking beyond THAT bit of headwind means opening up to ANOTHER tanatalizing price appreciation catalyst:

    Here's how the CEO put it:

    "DichroTec was losing money and it will take us part of 2015
    to turn it around. Hence we will incur an operational income loss during part of 2015 necessary to fix this operation.

    We believe with this capacity [ i.e.,Dichrotec's 14, large coating chambers], we can grow this business to 2-3 times current EMF revenue over the next few years."

    Look as I may, I'm unable to determine what EMF's revs are now but it's a sure bet that doubling or tripling them will be ANOTHER good thing for PPS.

  • friendofthetrend by friendofthetrend Jan 25, 2015 1:00 PM Flag

    “Farmers around the world are challenged to make key decisions for their farms in the face of increasingly volatile weather, as well as a proliferation of information sources,” ... “the ability to turn data into actionable insight and farm management recommendations is vitally important for agriculture around the world and can greatly benefit farmers, regardless of farm size or their preferred farming methods. Monsanto shares this important vision for our business and we look forward to creating even greater experiences for our farmer customers.”http://news.monsanto.com/press-release/corporate/monsanto-acquire-climate-corporation-combination-provide-farmers-broad-suite

    Iteris's thoughts on Precision Ag( from SEC filing):

    "through investments in research, development, sales, and marketing, we are entering into new commercial markets, in particular the agriculture industry, offering our ClearPath Ag hyper-local weather information solutions and we expect positive market acceptance in upcoming quarters."

  • friendofthetrend by friendofthetrend Jan 25, 2015 12:55 PM Flag

    Market cap is $55.35M. Cash is $22.39M. Receivables plus cash is $41.9.

    They are cash flow positive. Lots of IP. Little downside. Risk to reward looks real good, imo. Book Value is $1.75/ share.

  • Iteris's Business Outlook statement on SEC

    "we continue to remain cautious about our overall business."


    "we are entering into new commercial markets, in particular the agriculture industry, offering our ClearPath Ag hyper-local weather information solutions and we expect positive market acceptance in upcoming quarters."

  • friendofthetrend by friendofthetrend Jan 23, 2015 8:50 PM Flag

    Jan. 21, 2015
    "we see a wide array of opportunities moving forward"

  • Reply to


    by friendofthetrend Jan 8, 2015 7:16 PM
    friendofthetrend friendofthetrend Jan 23, 2015 7:28 PM Flag

    Our 2014 acquisition of the assets of DichroTec Thin Films LLC significantly increased our optical coating capacity, opening up large optics, HUD and other markets to EMF.

    A head-up display or heads-up display—also known as a HUD—is any transparent display that presents data without requiring users to look away from their usual viewpoints. The origin of the name stems from a pilot being able to view information with the head positioned "up" and looking forward, instead of angled down looking at lower instruments.

    Although they were initially developed for military aviation, HUDs are now used in commercial aircraft, automobiles, computer gaming, and other applications.

    Global Head-up Display Market to Surpass USD5 billion by 2019,The defense sector is expected to continue dominating the market due to increasing military spending, globally, coupled with growing demand for airplane, helicopter, land vehicles, etc. The automotive sector, which accounted for second largest market sharein 2013, in revenue terms, is also forecast to witness significant growth over the next 3-4 years. Moreover, the launch of affordable HUDs is anticipated to see the surge in demand for these devices in low and medium segment cars.

  • friendofthetrend by friendofthetrend Jan 22, 2015 8:42 PM Flag

    Posted by Shane Hupp on Jan 21st, 2015

    Canaccord Genuity restated their buy rating on shares of ORBCOMM (NASDAQ:ORBC) in a research note issued to investors on Wednesday. The firm currently has a $10.00 pricetarget on the stock.
    Shares of ORBCOMM (NASDAQ:ORBC) traded up 0.50% on Wednesday, hitting $6.05. The stock had a trading volume of 323,576 shares. ORBCOMM has a 52-week low of $5.40 and a 52-week high of $8.21. The stock’s 50-day moving average is $6.32 and its 200-day moving average is $6.24. The companyhas a market cap of $334.4 million and a price-to-earnings ratio of 200.67.

    A number of other analysts have also recently weighed in on ORBC. Analysts at Northland Securities initiated coverage on shares of ORBCOMM in a research note on Thursday, January 8th. They set a market perform rating and a $7.00 price target on the stock. They noted that the move was a valuation call.

    Analysts at TheStreet upgraded shares of ORBCOMM from a hold rating to a buy rating in a research note on Monday, November 10th. Analysts at Raymond James upgraded shares of ORBCOMM from an outperform rating to a strong-buy rating in a research note on Tuesday, November 11th.

    Finally, analysts at First Analysis upgraded shares of ORBCOMM from an equal weight rating to an overweight rating and set a $8.00 price target on the stock in a research note on Tuesday, November 11th. One investment analyst has rated the stock with a hold rating, seven have assigned a buy rating and one has issued a strong buy rating to the company’s stock. The company presently has a consensus rating of Buy and an average target price of $9.79.

  • Reply to

    Looking to get into DYSL

    by superhenderson13 Jan 21, 2015 5:15 PM
    friendofthetrend friendofthetrend Jan 21, 2015 8:26 PM Flag

    It's a radiation detector. I tried to post the link but couldn't.

    Google : Dynasil helps Thermo Fisher deliver radiation detection, identification

  • Reply to

    Needham presentation

    by o08o.ugh64w Jan 15, 2015 4:57 PM
    friendofthetrend friendofthetrend Jan 21, 2015 7:43 PM Flag

    I notice he is mentioning possible iperform partners/ customers by name. If ITI no longer has to invest $6M or so a year in iperform and gets $20M in revs from these new investments in iperform and gets 80-85% margin on those revs and you run the numbers, the EBITDA per year could be close to the entire EV right now.

    But this is what they envision over next 2 or 3 years. They are hoping for revs that rival other sectors of business which run about $30m.

    So this stock could be dead money for a while. It could really be "watching grass grow" test of patience. But if it should happen to unfold as they hope it will , it could start earning $.70 a share as opposed to the .01 they have been making recently. Could go to $18, imo. And precision Ag and weather analytics is faster growth for forseable future.

    My hope is that in about 6mos the PPS starts climbing decently.

    They are still quite reliant on Gv't spending. ITI has to evolve into something new. Otherwise it will always have fairly growth, fairly limited margins be a $2.00 -3.00 stock at most. I'm hanging in there. CEO says BOD is behind the startegy and the company is buying it's own shares.

    If I see insider buying or institutional interest soon I will probably double my shares. Otherwise I'll stand pat.

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