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Daegis Inc. Message Board

friendofthetrend 295 posts  |  Last Activity: 11 hours ago Member since: Jan 5, 2001
  • Reply to

    I need some DYSL action. Please

    by declaes 12 hours ago
    friendofthetrend friendofthetrend 11 hours ago Flag

    Looks to me like it held the 200 dma(exponential) pretty nicely. Seems like no one willing to sell in 1.60s any more but not too many buyers @$1.75. It was a good time to buy more,imo.

    Xcede news should be coming in Q1. No telling where it may trade then. Could explode rediculously high. Hoping it starts to get back to old highs even without Xcede news.

  • friendofthetrend friendofthetrend Nov 22, 2015 3:32 PM Flag

    Mitek is getting paid for this deal through their partner Ensenta.

  • friendofthetrend friendofthetrend Nov 22, 2015 2:08 PM Flag

    Mitek owns MD.

    99.9% of anything MD traces back to MITK.

    When something good happens with MD it's good for MITK.

    Reduction in fear of fraud is good.

  • Google it.

    Fear of fraud was a big deal. So if this article is true, it's a big deal.

  • friendofthetrend by friendofthetrend Nov 20, 2015 10:54 PM Flag

    I like to be in companies with rising backlog. Backlog hit $30m a few mos. ago and is up to $35 now. That is just Contract Research, I now realize. RMD is in Contract Segment.

    They don't give Optometrics backlog numbers. But that has to be up too, with the new contract from Hilger. So Optometrics is growing and Contract Research backlog stopped falling and is actually rising. This is good.

    The company is showing a $.5M increase in inventory suddenly. If they were a retail company that might be a red flag that they might have to write down inventory. But they only carry inventory that they know they need in order to satisfy their contracts, such as the new CLYC products. Either that or the DichroTec deal is paying off with deals coming through the pipeline.Check that inventory bulge. It's there for a reason, I would assume.

    This is what the analyst sees: New products that are selling. The L3 contract was for patented products. CLYC is patented too probably.

    This is guesswork on my part but I'm getting a positive vibe here and some of that vibe seems justified.

  • friendofthetrend by friendofthetrend Nov 20, 2015 10:28 PM Flag

    if this company has been able to legally bill some expenses ,like office space or something associated with Xcede to the US government. Strictly conjecture but in any case they have brought it a long way with very little expense and losses on the books. I don't know how they have done it so far.

    Human trials coming. Q1 we may have some deep pockets partnering on Xceed. I read tehy Bios on some investors. Their credentials are exemplary.

  • Griffin securities did a full write up and the stock closed over $5. It hit $7. Nothing dumped. Zero. Insiders never sold. That's what my research shows. DYSL misfired but regrouped over the years. This is a new company. Another CEO. They had a lot of consultants come in at a big expense but it appears to be paying off.

  • friendofthetrend by friendofthetrend Nov 20, 2015 10:02 PM Flag

    They never sold when the stock went up in the past. They have money on the line here and in Xcede.This company is humble and small for now but the recent contracts show that they are for real. All the longs here are long time posters with Yahoo. Shorts? Well, not so much.

  • friendofthetrend by friendofthetrend Nov 20, 2015 9:55 PM Flag

    CFA analyst researches them and issues strong buy. In my experience, when a micro cap goes from no coverage to coverage it's usually a really good thing. Sorry. It just is, Even if the analyst's firm is not a big fry. This coverage is good!!

  • friendofthetrend by friendofthetrend Nov 20, 2015 9:42 PM Flag

    Check it out. Have a number draft pick for NFL as Business Development Mgr. They say they work with a lot of institutions and distribute research across major institutional platforms and media. They indicate they have a lot of Wall Street connections.

  • This humble $30M company finds itself with a shot at having possibly the best product around in a $5B market. Call me a pumper but to read the analyst, Eric Turner's comments is thrilling. This could be another great American rags to riches story on a heavy magnitude--in the making. From a going concern warning in 2014 to who knows where in 2016- 2017. Glad I loaded.

  • Google that. Analyst Eric Turner says DYSL is undervalued. Likes the new products. Likes Xcede.

    Sentiment: Strong Buy

  • Reply to

    Analyst: Price Target $3.06 Strong Buy

    by friendofthetrend Nov 20, 2015 8:15 AM
    friendofthetrend friendofthetrend Nov 20, 2015 1:09 PM Flag

    Just want to point out that I'm not able to find out the details on this analyst. Nothing. I assume Yahoo vets before they post new coverage.

  • friendofthetrend by friendofthetrend Nov 20, 2015 8:15 AM Flag

    See Yahoo "Summary" and analyst opinion. I posted about this and where it came from but Yahoo insists on deleting the info. Maybe later tonight I'll have something more to say about this.

  • friendofthetrend friendofthetrend Nov 19, 2015 12:21 PM Flag

    Don't be sorry.ithought they would have stronger results.I sold my piddling right after reading ER. For me, it was not quite strong enough in predicting positive EBITDA.

  • friendofthetrend friendofthetrend Nov 19, 2015 9:53 AM Flag

    I need to see an up day on above average volume as follow up to 11-16 which was up but on about avg. vol.

    Once this move from the highs is over I will have way, way more shares then I've ever had. So I tend to" post verbose on the ones I own the most".

    It will probably take till 1-2017 or beyond to really start challenging old highs.

    Q4 should be decent but there should be some excitement about Q1. Xcede should be near to funding for human trials.

    I think now is the time to hold and accumulate more, should it go a bit lower.

    The metrics and ratios are at a sort of tipping point where any new contract could have a big effect. The ratios are at O.K. but a hair, a measly contract or two away from Wow!

    Fear can help drive spending in DHS and Paris attacks are the keeping USA from falling back to a pre 911 mind set. We have to stay vigilant but if they mess with the USA I do think it will be the end of ISIS holding any territory.

    And that will not be the end to terrorist attacks but it will be the end to the exponential growth of recruitment into their "end of the world- find meaning in religion- last chance to join the Caliph" cult mentality.

  • friendofthetrend friendofthetrend Nov 18, 2015 10:18 PM Flag

    I like the chart long term as an entry. Been buying a lot too for the following fundamental reasons.

    Backlog had dropped from $38M, down to $33M at the time of the Bowser Report interview in 7-2014, then to $30M as the stock has drifted for a few Qs after the L3 announcement.

    But it was up to $35M in Q3 and Q4 it should exceed $38M, possibly even over $40M. So I'm expecting good progress and numbers by 12-29 and maybe some comments about how the DichroTec is fully integrated and deals are getting inked in.

    Operating cash flow was good but it was set back by $.5 M with build up of inventory in Q3. Maybe it's set to rip in Q4. Add that inventory build up back in to OCF and you maybe get a run rate of $9M yr for a multiple of 3.6. Even if it falls short of that, FLIR is trading over 13 times OCF.

    The Hilger contract and possibly other Optometrics Segment deals may have neccessitated the inventory build up. Any such contracts will begin creating bigger backlog in Q 4 and solid revs in Q1, due to the timing. Last CC was about a week BEFORE the Hilger deal and CEO said he expected Optometrics growth in Q4.

    For some reason the stock got to be oversold in spite of how significant the contract Hilger seems to be.

    ROA, ROE, PE, PS, EV/EBITDA, a lot of improving metrics should be coming due to the Hilger deal. It's also better for the USA because it helps secure cities against nuclear materials without depleting rare Helium.

    Bigger backlog and improving metrics means the company can plan better and get better financing terms. It's just better for the stock but it's not baked into the price right now, I don't think. Fair value would seem to be a lot higher than presently trading.

  • friendofthetrend friendofthetrend Nov 18, 2015 7:30 PM Flag

    Inventory 3,419,000 3,010,000 2,941,000 2,954,000

    Above is inventory with last Q listed first. As you can clearly see there is a bulge last Q.

    Seems to me the only reason to increase inventory is to complete contracted sales.

  • friendofthetrend by friendofthetrend Nov 16, 2015 2:34 PM Flag


    Expansion Of Securing The Cities Program Announced By DHS

    Also Google older article:

    Frost & Sullivan Commends Thermo Fisher Scientific for its Astute Expansion Strategy in the Challenging Radiation Detection Equipment Market

    Dynasil CLYC product is in the equipment named as the "front runner" in the Securing The Cities" program by DNDO.

    If you need verification I can provide it. If you read the last CC, this is all hinted at. Many cities in the USA will roll out.

    CEO commented about this steady CLYC rev stream. So this is probably the underlying reason for it.

  • friendofthetrend by friendofthetrend Nov 16, 2015 1:26 PM Flag

    Last big contract was announced right after last CC. Revs will come in a bit from this in Q4 but in full force Q1.

    It's normal for stocks like this to go a little too far too fast but DYSL has never traded at these levels AND ALSO be flashing signs of being oversold. It's normal for a stock like this to get way oversold.

    We had a bullish golden cross and this is the best pullback to buy that I've seen since being here.

    Expecting solid progress will be reported before 12-29 and they will have a very good outlook for 2016 with funding for Xcede in Q1 coming.

    Sold a lot of ITI, have been adding to DYSL and will add more tomorrow.

0.800.00(0.00%)Nov 20 3:44 PMEST