Thu, Jan 29, 2015, 6:41 AM EST - U.S. Markets open in 2 hrs 49 mins


% | $
Quotes you view appear here for quick access.

Daegis Inc. Message Board

friendofthetrend 204 posts  |  Last Activity: 20 hours ago Member since: Jan 5, 2001
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • He was wrong.

    The new CEO is selling us the idea of a stumble, a fall and a turnaround. If he's right, the money comes back. If wrong , what remains disappears.

    This is now a turnaround story being sold, imo.

  • friendofthetrend by friendofthetrend Nov 6, 2014 8:11 PM Flag

    MITK) ended FQ4 with 3,026 financial institutions licensed to use its Mobile Deposit solution, up from 2,571 at the end of FQ3. The company estimates Mobile Deposit is now used by 33M Americans.
    FQ4 software revenue +17% Y/Y to $3.84. Maintenance/professional services revenue +53% to $1.7M. Costs/expenses -4% to $5.6M, thanks to declines in both sales/marketing and R&D spend.
    Shares now +52% since the USAA deal was announced.

  • Bottom is in. No doubt.

  • Reply to

    .25 eps x 25 multiple = $ 6.25/share

    by jdberwanger Nov 7, 2014 4:59 PM
    friendofthetrend friendofthetrend Nov 9, 2014 12:01 PM Flag

    Growth curve just hitting the exponential phase- long predicted, long anticipated.

    Three mos. ending 3-31-2013 revs. were $3.224M (10Q filed 5-8-2013).

    Compare that to three mos. ending 9-30-2014, $13,587.

    Under all the cacophony of trash talk is the muffled sound of explosion---with no end in sight.

    Stock has to go up, as revs justify.


  • Reply to

    Same Old Fellers

    by bob.canterbury Nov 9, 2014 6:45 PM
    friendofthetrend friendofthetrend Nov 9, 2014 9:11 PM Flag;_ylt=AhR3oXKDNnRiC1smPzK.OMXeAohG;_ylu=X3oDMTB2Z2ZpNzZwBHBvcwMxNgRzZWMDTWVkaWFNc2dCb2FyZHNYSFJVbHQ-;_ylg=X3oDMTBhYWM1a2sxBGxhbmcDZW4tVVM-;_ylv=3?&bn=1f8d87e1-161a-368b-81ba-ce188a1ec624&tid=1408371285083-d667c6c7-138d-4c78-9157-10874c0447cf

    Bottom is in with reverse head and shoulder slowly forming. My advice: go long.

  • Reply to

    Same Old Fellers

    by bob.canterbury Nov 9, 2014 6:45 PM
    friendofthetrend friendofthetrend Nov 10, 2014 10:01 AM Flag

    They produced 18% growth over last Q. If next two Q's equals that, anything could happen. Any 60-100% yearly growth WILL affect PPS. It could keep up for a few years.

  • Has failed to trade this high in all of 2014 but today it succeeded. Ate through overhead supply. Very significant break through! Thank you, ARIS. Good progress. Keep up the good work!! This is a pretty darned well managed company. Needs to have it's price target raised by analysts.

  • friendofthetrend by friendofthetrend Nov 10, 2014 4:41 PM Flag

    * a jump in message traffic with AIS.
    * over 13 million AIS messages from more than 130,000 unique vessels per day, surpassing all other AIS networks and service quality.

    * more frequent refresh rates
    * average wait and see has been cut in half, a tremendous improvement.
    * large trials with U.S. Coast Guard, Alaska District 17 and the Governments of New Zealand.
    * Had just over a $1 million AIS revs in Q
    * "We expect strong growth in the AIS business, now that OG2 is here."

    Service revenues up 10% year-over-year, benefiting from increases in our core network revenues, including AIS and from increases in solution services.

    * "interests from customers and OEMs for our future OG2 services remain strong".

    * "Demand for the several new products are gaining momentum"

    * Gross profit increased by $1.8 million, or about 17.4% due to increased sales.

    * Expect 4 Q, $28 million to $30 million, record quarter in revenues driven by improved service with the help of six OG2 s...and record product shipments for our solution services.

    * we are going to ship 17,500 devices hopefully in Q4, if not, we’ll finish the rest up in Q1 but it gives you a feel for some of the demand that’s out there.

    * M&A: "many topline synergies" "They distribute in places that we’re not there, they are selling to security, marine, we selling to cargo and heavy equipment" Skywave: "both growing at pretty good rates, but I think with the collaboration of both, it should pick up even more" Analyst "congratulations on a very, very nice quarter and certainly the acquisition of SkyWave" SkyWave has a real-time solution. it'sabout 15 seconds,and four times faster than the other large MSS networks.

    * larger customers now getting more comfortable getting into faster deployments

    * OG2 satellites: "extremely happy with how they are performing " they weren’t put into service until the last two weeks of Q3. ..."should drive higher revenues in Q4"

  • Reply to


    by friendofthetrend Nov 10, 2014 4:41 PM
    friendofthetrend friendofthetrend Nov 11, 2014 7:26 AM Flag

    This happened before with an ORBC offering and the stock recovered nicely. The upshot from the CC is large investments made in 2013 are beginning to pay off in what management believes will be a large way. Big ROI and ROA is a always a good thing for stock price.

  • Reply to

    Pumps and dumps?

    by pndxtr1 Oct 7, 2014 4:04 PM
    friendofthetrend friendofthetrend Nov 11, 2014 8:06 AM Flag

  • friendofthetrend friendofthetrend Nov 11, 2014 8:15 AM Flag

    November 07, 2014
    WHO Updates Guidelines for Reducing Opioid-Related Deaths

    Google it

  • Reply to

    Pumps and dumps?

    by pndxtr1 Oct 7, 2014 4:04 PM
    friendofthetrend friendofthetrend Nov 11, 2014 8:40 AM Flag

    from mnkd

    our supply agreement with Amphastar
    France Pharmaceuticals S.A.S., or Amphastar, on July 31, 2014, which contains
    annual minimum purchase obligations of an aggregate of approximately
    #$%$120.1 million in calendar years 2015 through 2019; the entry into the Sanofi
    License Agreement, under which we are responsible for 35% of worldwide losses
    with respect to AFREZZA; and additional contractual obligations pursuant to the
    Sanofi Loan Facility.

  • Reply to

    What's up?

    by jb9466 Nov 10, 2014 5:48 PM
    friendofthetrend friendofthetrend Nov 11, 2014 10:29 AM Flag

    I added yesterday.

    Typical action for a stock like this. Runs up till it runs out of buyers and falls back to where it runs out of sellers.

    Long term, just watch for sequential Q growth. As long as that happens, the stock will trend up. At some point it could grow Q over Q for quite a stretch - as the products becomes the new, preferred treatment for specific types of peripheral nerve damage.

  • friendofthetrend by friendofthetrend Nov 11, 2014 10:32 AM Flag

    Nice runup from under $2.50 , 9-2014 !!

  • “There’s no plateau,” according to Doug Brown, a senior vice president ... FIS. “We see steady growth in mobile.”

    ...after the platform has been up 18 to 24 months, one-quarter to one-third of [members] are active in mobile.

    “We see a little over 30% of mobile users using MRDC”... – that is very fast adoption.

    “I think 39% is high, for a technology that is so young.” Added Andrew Tilbury, chief marketing officer at Henderson, Nev.-based fintech provider Bluepoint Solutions. “To see MRDC take off at the same time check usage is declining says quite a bit.”

    Alan Bernstein, president of ...CUSO Vertifi, offered that numbers to prove the point that mobile banking is on the rise.

    “Across hundreds of credit unions, our most current stats demonstrate year-over-year growth in registered and active – active equals one or more deposits per month – service users in the 100% and 80% ranges, respectively,” he said. “This is down from the previous five years when year-over-year growth across both categories averaged 150%. I would not characterize these growth rates as stalled. Surely, the product is maturing.”

    At mobile app developer Malauzai:
    “Ninety days after introducing the app, we are at 15% of members. That’s a consistent stat.

    After 12 months we are 25% to 30% of members. Thereafter, we see 3% to 5% growth per month. Our best in class financial institutions already are at 50% of members on mobile banking,” he said.

    Gaynor summed up: “We are seeing really, really healthy growth in mobile.”

    Linda Armyn, senior vice president ... at the $5.7 billion Bethpage Federal Credit Union:

    We quickly achieved a 49% adoption rate, and it has kept pace with new checking accounts. Now we hover around 50 to 51%,” she said. “In order to increase the usage, credit union.

  • Reply to

    Aris is on the launch pad.

    by friendofthetrend Sep 10, 2014 6:11 AM
    friendofthetrend friendofthetrend Nov 11, 2014 10:52 AM Flag

    lift off is good!!

  • friendofthetrend friendofthetrend Nov 11, 2014 11:14 AM Flag

    Law suit settlement was big too.

    The increase in revs, sequentially, if it keeps up for a stretch, will impact pps even more because high margins bringing it to bottom line and because of the fact that it's going from a loss to a profit.

  • friendofthetrend by friendofthetrend Nov 12, 2014 7:47 AM Flag

    Raymond James has upgraded to Strong Buy, and First Analysis has upgraded to Overweight.

  • Reply to


    by friendofthetrend Nov 12, 2014 7:47 AM
    friendofthetrend friendofthetrend Nov 12, 2014 3:27 PM Flag

    This company is transformed fro where it was a year ago. No one really knows what they got as far as earnings capacity goes. The stock 57 Chevy just got an Edelbrock fuel injected 383 stroker, dart heads, 6 speed tremec manual trans and hasn't even been taken out on the strip.

  • Reply to


    by friendofthetrend Nov 12, 2014 7:47 AM
    friendofthetrend friendofthetrend Nov 12, 2014 5:43 PM Flag

    Good point. Always helps when prospective customers get a boost in cash flow and surely they have gotten that.

    If the market can see exactly how all the new moving parts will generate more revs., the market will price it all in. But there have been so many changes lately, in terms of new equipment, new products, new partnerships and M&A synergies, it may not be appreciated until revs start to be reported over 2015.

    Management has been pretty emphatic about saying all these investments will pay off, so it should be interesting and hopefully profitable for longs.

0.6952+0.0253(+3.78%)Jan 28 3:34 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Facebook, Inc.
NASDAQWed, Jan 28, 2015 4:00 PM EST
Nokia Corporation
NYSEWed, Jan 28, 2015 4:01 PM EST