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Daegis Inc. Message Board

friendofthetrend 105 posts  |  Last Activity: Apr 16, 2015 1:41 PM Member since: Jan 5, 2001
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  • 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

    Some nuggets

    by bob3434mid Feb 17, 2015 6:07 PM
    friendofthetrend friendofthetrend Feb 17, 2015 7:07 PM Flag

    I cannot tell you how #$%$ off I am that my post never made it to the board. In short, you must listen to the road map laid out by the CEO in the Q&A. Too much for me to re-post.

    As early as 2-26-2015 there may be more specifics about "dividending out" Xcede. CEO believes government contract to be solicited "soon" and they are "hopeful" (Thermo) DYSL's OEM will get the contract which will supply "healthy revenues for years to come". There is a pipeline regarding filling the DichroTec chambers. Sounds like they are sending bids and proposals.

    I was disappointed with Q over Q sequential revs and the loss. But back off non recurring and it's close to B.E.

    My post that never made it to the board explained it all. I'm not going to try to post it. I'm #$%$ about that beyond belief. IMO. Just hold or add. CEO is going from generalities to specifics and I was delighted by that.The road map to growth was laid out.

  • friendofthetrend by friendofthetrend Mar 5, 2015 9:22 PM Flag

    http://postbulletin.typepad.com/kiger/2015/03/three-local-biotech-start-ups-win-funding.html

  • friendofthetrend by friendofthetrend Feb 9, 2015 2:59 PM Flag

    http://sbirsource.com/sbir/people/316-dr-vivek-nagarkar

    This closed after the fiscal year ended September 30, 2014 and just a few days before last CC. However it was never mentioned there or in a PR. Except, possibly this: "We also have some exciting projects within RMD which can also result in commercial joint venture licensing opportunities for us in the long run. "

    I suppose it's too small to be mentioned and it's spread out till 2016. However it's interesting in that there could be commercial applications in addition to the actual $1.44M

    $1.4MM
    Period of Performance: 10/27/2014 - 09/20/2016
    the proposed effort will transition the ultra-fast X-ray imaging technology, developed by Radiation Monitoring Devices (RMD), Inc., under Small Business Innovation Research (SBIR), into greater capability for the warfighter by enabling dynamic imaging of denser hypervelocity objects and impact analysis. The key component of such a system is a fast scintillation screen \

    In addition to the aforementioned DOD application, the proposed scintillation imaging system would find widespread use in applications where high resolution, fast readout x-ray detectors are used. These include numerous other defense applications, medical functional imaging, structural biology, microtomography of teeth and bones, polymer processing, x-ray astronomy, nondestructive testing, and basic physics research. Ultrahigh frame rate detectors are also of vital importance for dynamic compression studies which are of critical importance for developing advanced materials to effectively withstand shockwaves. High-resolution digital x-ray imaging detectors currently have a large commercial market, significant fraction of which represents area where the proposed scintillator and the detector will have immediate impact. http://sbirsource.com/sbir/awards/152600-ultra-fast-x-ray-imaging-detector

  • Monsanto’s acquisition [of Climate Corp.] opened investors’ eyes about the value of data in agriculture. AgTech is like the next Facebook. It’s the a-ha moment when you realize that data in agriculture is worth so much.– Lance Donny, CEO of OnFarm Systems

    " Today an estimated 2.6 billion people—40 percent of the global population—are small farmers"

    "Agriculture exists in almost in every country and civilization along the world and as such opportunities are tremendous for climate and soil condition information provided by ClearPath Ag"
    **
    I just want to correct my statement about ITI wanting to become a strategic partner to take ClearPathAg world wide. It's open for interpretation. Here's what was said:
    **

    "We have ... identified six individual and immediate opportunities for us to pursue including additional ClearAg opportunities in BASF’s U.S. Crop Organization.

    "We intend to pursue additional opportunities with BASF and our intent is to become a strategic partner, which should allow us to transition our agreements into a global enterprise wide licensing model."

    .. we are in discussion with them[BASF] to expand...so that relationship initially is in U.S. and then we intend pursue expansion of that globally."

    ***

    The ClearPath mobile API MAY be in Beta, imo, and go world wide via F4F.

    "F4F has established itself as the premiere...platform for the exchange of information up and down the agricultural supply chain and we work with the majority of the leading businesses in the industry.

    The potential for this service is huge as F4F extends its reach into Precision Agriculture in order to support the initiatives of its customers the need for the real time processing massive volumes of data will be paramount.F4F is in the process of setting up its first pilot projects in order to help benchmark some of the opportunities in the crop, seed and fertiliser sectors.

  • Reply to

    "some bipartisan support."

    by friendofthetrend Feb 6, 2015 8:58 PM
    friendofthetrend friendofthetrend Feb 9, 2015 3:15 PM Flag

    February 9, 2015

    Sen. Barbara Boxer is teaming with potential Republican presidential candidate Rand Paul to promote a plan they say will fix crumbling roads

    Boxer’s plan is gaining momentum.

    Republicans are desperate for a way to replenish the Highway Trust Fund, set to run out of money at the end of May, without raising the gasoline tax.
    Sen. Barbara Boxer is teaming with potential Republican presidential candidate Rand Paul to promote a plan they say will fix crumbling roads

  • Reply to

    Some are buying cheap shares behoren THE NEWS

    by declaes Feb 19, 2015 3:43 PM
    friendofthetrend friendofthetrend Feb 19, 2015 9:15 PM Flag

    It's not just Xcede as a potential catalyst. A CLYC contract would be, pretty much, pure profit for DYSL. No need to take a loan ramp up manufacturing and hiring like they did with L3. It's the OEM, (Thermal Fisher) that would do that. Then Thermo sends checks to DYSL, pure and simple. The L3 contract would most likely be tiny compared to a DNDO contract.

    We do not know if a contract will be issued. However, IMO, when the company with William Hagan on the BOD says..."we believe that the government is going to be issuing a contract (for funding of the next generation of nuclear radiation detectors) soon", I'd take that pretty seriously.
    **

    William Hagan, Ph.D.joined the Dynasil Board of Directors in July of 2012. Dr. Hagan was the Acting Director of the Department of Homeland Security’s Domestic Nuclear Detection Office (DNDO) reporting to the Secretary of Homeland Security from December of 2009 until August of 2010. Before serving as Acting Director, Dr. Hagan was the DNDO’s Acting Deputy Director and Assistant Director for the Transformational and Applied Research Directorate during four years of service at DNDO.

  • friendofthetrend by friendofthetrend Feb 6, 2015 10:27 AM Flag

    We intend to pursue additional opportunities with BASF and our intent is to become a strategic partner, which should allow us to transition our agreements into a global enterprise wide licensing model.

    At these levels of service enterprise account revenue for these strategic account in the plant protection and plant nutrient industries are expected to be in the range $1 million to $5 million per account.

    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 rollout 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 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.

    we are very optimistic about the growth opportunity presented in precision agriculture marketplace. We plan to capitalize on our new customer relationships in 2015 and remain committed to continue growing our profitable core business segments and maintain our strategy of self-funding a strategic investments and deployment of iPerform.

    Q when you look down your list of prospects, how many do you think there are – that has a potential to be attracted to this type of big data capability for Ag analytics.

    A.
    Several dozens and we are pursuing many more. Our goal really is within the next few years to have over $40, $50 million worth of software sales
    http://seekingalpha.com/article/2891296-iteris-iti-ceo-abbas-mohaddes-on-q3-2014-results-earnings-call-transcript?page=1

  • Reply to

    Earnings this week?

    by declaes Feb 9, 2015 9:43 AM
    friendofthetrend friendofthetrend Feb 9, 2015 11:45 AM Flag

    Hoping for some top line growth and more specifics on how they are progressing with human trials. We are all wondering how possible deals may be firming up in connection with ongoing talks regarding Xcede. Then there is the DichroTec integration and getting those 14 new chambers cranking out some thin coat business.

    Also, is the government funding going ahead, so that CLYC may quite possibly be getting an onslaught of orders via Thermo Fisher, in connection with the long anticipated upgrade and replacement of detectors?

    While we await these future developments, the company after divestitures, is experiencing organic growth at a 10% YOY rate, so the results and CC should be good.

  • A few months ago it would have been a pipe dream. Now, the CEO is talking about taking ITI and ClearPathAg world wide via BASF. How can this be?

    The $.9 B purchase of Climate Corp was seismic, I believe. BASF may want to respond to that and the paradigm shift in big data in precision ag.

    Finding a stable company with years in data analytics, software solutions and a staff of ,meteorologists and agronomists might be interesting to them as a part of that strategic pivot.

    You don't just call the CEO of BASF in Germany and say," Hi! this is Abbas. I think I can help BASF with a part of it's overall strategies". You start with hail-in the USA- and go from there.

    ***
    In its 2013 annual report, Monsanto blamed lost profits on knowledge gaps about both the climate and its customers' farming practices

    “Monsanto is betting that tapping vast databases to help farmers increase their
    production will be one of the fastest-growing areas of agribusiness in coming
    years.”

    “I could easily see us in the next five or 10 years being an information technology company.”Robb Fraley, Monsanto's chief technology officer.
    ***

    Congrats to ITI for the BASF deal!! This is a foot in the door, an audition for a really big role,imo.

  • friendofthetrend by friendofthetrend Feb 6, 2015 8:58 PM Flag

    2-5-215
    The White House also announced a $478-billion public-works program to fund new roads, bridges and highways, paid for by a one-time tax on corporate profits held overseas. That idea has some bipartisan support.

  • friendofthetrend by friendofthetrend Feb 9, 2015 11:05 AM Flag

    New Rule Will See Expanded Use of AIS for Safety & Security
    February 4, 2015 By Andrew_Loretta
    By Andrew Loretta

    The rules around Automatic Identification System (AIS) have once again changed.

    Satellite AIS White PaperLast week the U.S. Coast Guard formally published its final rule for the extension of carriage requirements that is intended to expand the use of AIS to improve the safety, security and efficiency of US waterways.

    Starting March 2, 2015, the new rule will require more commercial vessels to properly install and operate either a USCG type-approved Class A or Class B AIS transceiver. Owners have until February 2, 2016 to comply or face a fine.

    Andrew Loretta is Director, Maritime Business Development for ORBCOMM.

    ***
    This should be a nice tailwind for AIS. Get the service or pay a fine.

    It is expected that more than 5,000 vessels will be affected by the new rule

  • friendofthetrend friendofthetrend Feb 26, 2015 7:54 PM Flag

    Check pg 32 "An Industry with Momentum-Hemostat/Sealant Market is Flush with Acquisition Activity ".

    Xcede is probably worth around $20M just based on the patent. It may cost another $15M and take a good year or more but If they can get it through FDA approval, they could probably sell it for over $100M, if you read info on other acquisitions. Look at the amounts and figure it out. It's worth a lot.

    The more immediate concern is the cash plus borrowing reserves. Xcede can stay afloat for at least 6Mos. (if, as expected notes are not called in) and then they have to get more funds.

    DYSL needs to de-consolidate Xcede to remove the Bio segment's expenses from DYSL's consolidated financials. Expenses for Xcede WILL be increasing as it moves to trials. DYSL cannot support that. They have $2.5 M left plus $1.3M available credit. So it seems like they need a big investor or money from somewhere or the music would HAVE to stop.

    But this Xcede Patch is for real. Saw the video. It is an Evarrest killer if I ever there was one. As I posted a month ago, J&J paid $438M for Evarrest. Just read pg.32. $438M!! But J& J also is building a multi $M facility in Ireland just to produce Evarrest. Xcede WILL beat the incumbents, according to the presentation.

    Just telling it like it is. DYSL is cutting it pretty close but within 3mos., they should have this "Xcede caused" -cash- shortage- situation resolved with an announced deal. That's what I got out of last CC. A lot is on the line here. Within 3 months, we should have deal.

  • Reply to

    Earnings this week?

    by declaes Feb 9, 2015 9:43 AM
    friendofthetrend friendofthetrend Feb 9, 2015 1:01 PM Flag

    Long and strong on DYSL!!! Just bought more a few days ago.

    Also liking ITI more and more and may add. Recent deal with BASF validates their strategy to become "big data" vendors, increase margins and revs via business model change of one of it's segments (to Saas).

    They've been positioning for quite a while but rather suddenly, they are in a hot new sector. Precision Ag. Check them out and check my posts.

    It's still in an investment cycle, a relationship forming stage but it's self funded and they are keeping zero debt and expecting nice fruition in 2016 and beyond.

    There is no real downside. Company is buying shares. Like DYSL ,core business is growing YOY and it comes loaded with possible catalysts.

    Of course nothing with the explosive potential of an Xcede deal or a huge CLYC or L3 re-order but a steady rise in margins and revs could be the attraction there.

  • 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 friendofthetrend Apr 9, 2015 10:38 AM Flag

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

  • 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 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.

  • friendofthetrend by friendofthetrend Mar 4, 2015 7:44 AM Flag

    The Department of Homeland Security won't run out of money anytime soon.

    The House cleared legislation Tuesday that will keep the agency operating through the end of September after a standoff last week threatened to shutter the agency and furlough thousands of workers.
    CNN

  • friendofthetrend by friendofthetrend Feb 15, 2015 10:35 AM Flag

    The best news is that a new C.E.O. who came aboard in 2012, disposed of most non-core businesses and the one that really did seem too promising to fully part with, a hemostatic patch for use used when conventional sealing techniques are inadequate or impractical during general or cardiovascular surgery, was contributed to a joint venture, Xcede Technologies, 90% owned by DYSL and 10% owned by the investment arm of the Mayo Clinic. If this succeeds, which is possible considering its very large addressable market, DYSL may eventually spin its equity interest off to DYSL shareholders. As to the DYSL core operations, revenues actually grew enough in the latest quarter to almost offset the revenues eliminated through the divestitures, and the company was able to acquire a business that would expand capacity at its optics unit, a move that would have been unthinkable a year ago. With the company having moved from survival mode to growth mode, the income statement now near breakeven on an operating basis, and with a 0.57 price/sales ratio (versus a 1.51 industry median) DYSL seems to offer prospects for the home-run potential many cherish among sub-$3 stocks, and, of course, accompanied by the risks, less risk than a year ago, but still noteworthy given the embryonic state of DYSL’s commercial operations.

DAEG
0.705-0.075(-9.62%)May 5 3:44 PMEDT