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Daegis Inc. Message Board

friendofthetrend 220 posts  |  Last Activity: 19 minutes ago Member since: Jan 5, 2001
  • Reply to

    Meet the new Axogen

    by culleraa Nov 14, 2014 10:49 AM
    friendofthetrend friendofthetrend Nov 19, 2014 9:31 AM Flag

    So, looking at burn rate vs. rev growth and refinancing terms, they seem to be on a sustainable path to profit.
    Half of sales reps have over a year and the rest will gain experience just as more and more awareness is generated by the increasingly attended forums. Also, ongoing studies seem to be adding to validity of the products all the time.

    I'd just like to add comments from last CC:
    "it is going to substantially reduce yearly debt payments compared to the prior deal...that has better positioned the company. So that is the biggest benefit to the new financing that we have done with Oberland. I will say that it is a six year deal that’s interest on[ly]. The principal is due at the end of the six year term and we have the ability to prepay which we didn’t have before and they have also then taken an equity position what we think is also favorable in supporting AxoGen and its future prospects."
    Next Q's rev. should average about $4.5 M in order to reach stated goal of $16M. So quarterly sequential growth seems to be coming.
    From CC
    "burn rate declined from $1.1 million per month in the first quarter to $900,000 per month in the second quarter to $800,000 per month in the third quarter. We ended the quarter with $11.8 million in cash. "

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  • Reply to

    WSJ article today re plane tracking

    by dbtunr Nov 17, 2014 2:35 PM
    friendofthetrend friendofthetrend Nov 17, 2014 9:21 PM Flag

    Iridium's NEXT sats:

  • friendofthetrend by friendofthetrend Nov 16, 2014 9:28 PM Flag

    This is one of the iperform products

    I noticed they offer a white lable and a "ClearPath Ag Value Added Reseller Partner Program"

  • Reply to

    Credit facility increased by $2 mil.

    by jon83mck Nov 14, 2014 10:11 AM
    friendofthetrend friendofthetrend Nov 16, 2014 3:30 PM Flag

    Keep in mind the book value of this company is over $3 a share. Chairman is putting his money where his mouth is.

  • friendofthetrend friendofthetrend Nov 16, 2014 3:26 PM Flag

    Looking at another stock own, AXGN, they are bringing a mededical solution to market too - but with huge costs and enormous debt- even a sales force and cash burn with losses. DYSL will participate in the profits but will not incur a similar burden. Nice business model in that respect.

  • friendofthetrend friendofthetrend Nov 16, 2014 3:18 PM Flag

    That's even better. I was going by the comments by CEO in last CC.

  • friendofthetrend friendofthetrend Nov 16, 2014 3:13 PM Flag

    It's still a way off from FDA approval and monetization. This is not a well known company to investors. There is not, imo, going to be a blow out Q for any time on near horizon.

    But with no real medical training, I can still see why, if Xcede stops internal organs in an animal from bleeding, it will be a matter of formalities of trials to verify scientificaly that it will work in a human. A tourniquet or suture works on an animal, just as a human. It's tissue with arteries, capillaries and blood pressure.

    So we could see this patented patch addressing a $5 to 10B market in 2016 or so, maybe earlier I would think.

  • Reply to

    Credit facility increased by $2 mil.

    by jon83mck Nov 14, 2014 10:11 AM
    friendofthetrend friendofthetrend Nov 16, 2014 2:59 PM Flag

    RMG's Executive Chairman esentially put $2M into RMG.
    "Prior to the amendment, the company's prior senior lender, Comvest Capital, sold its interest in the credit facility to a new lender group that includes an affiliate of Gregory H. Sachs, RMG Networks' Executive Chairman.

    Sachs commented, "We continue to see tremendous long-term potential in RMG Networks and this amended credit facility will provide the Company additional resources to continue to realize that potential. The financing reaffirms my support and commitment to the Company and its long-term strategic growth plan. In combination with strict cost controls, I believe this financing provides the bridge RMG needs to become cash flow positive and self-sustaining."

  • friendofthetrend friendofthetrend Nov 16, 2014 2:30 PM Flag

    PR:11-4-2014 Dynasil Announces Completion of Xcede Technologies' $2 Million Convertible Note Financing

    In the CC of 8-20-2014, they said the Xcede Patch (for sealing internal wounds to stop internal bleeding) has been tested extensively (70 to 80 studies)on animals but not yet on humans. They said, at that time, they will need funding for that and expect human trials to start in a 6-12 mo. time frame.

    That would put human trials starting between 1-2015 and 6 or 7-2015.

    So the human trial funding seems to be on track and appears to be associated with the above mentioned PR. But more funding will be coming including equity financing.

    The market it adresses ( $5 to 10 billion) is much larger than anything Dynasil has previously addresses.

  • friendofthetrend by friendofthetrend Nov 15, 2014 6:09 PM Flag

    Iteris been investing in this for a long time. Developing products and hiring many people.

    Anyone long has time to accumulate, it seems to me.

    IMO, after listening to CC-- with customer discussions, deals and trials going on --with over 50 prospective companys including some of the largest fertilizer companies (think Dow, Monsanto,Dupont and the likes)and the CEO's mention of SAAS subscription services at $100K per mo. per customer-- the big money to be made will be 2016. Stock price should start going up due to anticipated iPerform revs in about 6 - mos.

    Meanwhile the buyback puts a floor on PPS.

    I perform revs must start appearing the second half of 2015 and should be sustantial thereafter- 2016 and beyond with higher margin, recurring rev model the kind analysts love.

    There should be some new product announcement in Dec if everything is on track. That product will help with the "value proposition."

    Take it from me, in July 2013 CC, they promised substantial i perform revs in 12 to 18 mos. So it's on the long end of that and going a bit longer. I think the big investors will have patience until 2015 and revs. will beging appearing on the financials around then.

    Someone like Monsanto could even buy out the segment.

  • Reply to

    insider buy

    by ifarmer56 Nov 14, 2014 6:11 PM
    friendofthetrend friendofthetrend Nov 15, 2014 8:08 AM Flag

    If it can close over 50 DMA of $1.74 that bodes well for a golden cross (50DMA crossing up over 200DMA). That would put the stock in solid bullish tecnical mode. Glad I rebuilt my position.

  • Reply to

    Meet the new Axogen

    by culleraa Nov 14, 2014 10:49 AM
    friendofthetrend friendofthetrend Nov 14, 2014 10:25 PM Flag

    Refinancing is a game changer,imo.

    Last two Q's total rev was $8.87M, compared to the two previous Q's totaling $6.13.M
    That's a 45% difference from 6 months ago

    So maybe it's just starting to show signs of balooning.

    They are going in the right direction for increasing shareholder value. More revs. Better Balance Sheet. Coming through with their guidance for the year.

  • friendofthetrend friendofthetrend Nov 14, 2014 9:59 PM Flag

    They have a portfolio weight of .33 DYSL. Not too shabby.

    This is a partial list of stocks that Finemark holds ALL a LESS % of their portfolio than DYSL

    EMC EMC Corporation 0.31
    Kraft Foods 0.31
    BAC Bank of America Corporation 0.30
    WMT Wal-Mart Stores 0.29
    LOW Lowe's Companies 0.29
    CELG Celgene Corporation 0.29
    IJR iShares S&P; SmallCap 600 Index 0.29
    SNY Sanofi-Aventis SA 0.28
    CSJ iShares Barclays 1-3 Year Cred Bd Fd ETF 0.28
    CVS CVS Caremark Corporation 0.27
    MYL Mylan 0.27
    COF Capital One Financial 0.27
    Actavis 0.27
    CAT Caterpillar 0.26
    GIS General Mills 0.26
    DVY iShares Dow Jones Select Dividend 0.26
    Express Scripts Holding 0.26
    D Dominion Resources 0.25
    AMGN Amgen 0.25
    Nxp Semiconductors N V 0.25
    GLW Corning Incorporated 0.24
    PPG PPG Industries 0.24
    RTN Raytheon Company 0.24
    KMB Kimberly-Clark Corporation 0.23
    UN Unilever N.V. 0.23
    Ingersoll-rand Co Ltd-cl A 0.23
    ALL Allstate Corporation 0.22
    ORCL Oracle Corporation 0.22
    MU Micron Technology 0.22
    FFIV F5 Networks 0.22
    USB U.S. Ban 0.21
    INTC Intel Corporation 0.21
    IWO iShares Russell 2000 Growth

  • Reply to

    Wow great Qtr and money to Boot

    by long_nwac Nov 13, 2014 4:39 PM
    friendofthetrend friendofthetrend Nov 13, 2014 6:20 PM Flag

    Financing is a big deal! This will really help cash flow untill sales gain more traction. Got about $2.58 a share as part of the transaction/ agreement so that's not a bad number at all for shareholders.

    The sequential Quartery growth is impressive this time around.

    "We remain focused on executing our plan and are now more confident than ever we will exceed our revenue target of $16 million while maintaining gross margins of at least 75%"

    Management is delivering. That's always a good thing.

    Have to listen to the CC.

    This is appears to be the best report they've had as long as I've owned the stock.

    But I'm still hoping for assurances for more Quarterly future growth in revs. -which will mean even higher PPS.

  • Reply to

    Good call

    by o08o.ugh64w Nov 12, 2014 5:18 PM
    friendofthetrend friendofthetrend Nov 12, 2014 10:46 PM Flag

    It took a failure to file to get the stock that low. They just beat by .5M on revs so I'd be surprised if it ever goes that low ever again. ...unless I'm missing something. There IS a lot of short interest. I don't know what to make of that.

    I would think it goes to $2.00 real soon, based on a quick look at the results .

  • Reply to

    Help me understand TISA vs MITK valuation

    by wcw1068 Nov 12, 2014 5:56 PM
    friendofthetrend friendofthetrend Nov 12, 2014 10:42 PM Flag

    Good point about the analysts. But at first they were too optomistic and then last q they were too low.

    I'm thinking of that the Mobile Deposit adoption rate /curve and the lifting of deposit limitations. The curve itself hits an area where it should really be accelerating.

    Think of an express train going zero to 30 mph in 30 seconds, 30 to 60mph in 15 seconds and 60 to 120mph in 7 seconds and 120 to 240 in 3.5 seconds. At some point along the graph of distance covered there's a lot of ground travled.

    The uptake in smart phones, the signings, the launching of the service and eating through the blocks all has to produce accelleration in revs, imo. Revs at some point are tied into this, it would seem to me.

    I think from the start, the analysts had the train going zero to 30 in 15 second, 30 to 60MPH in 30 more seconds and doubling every 30 seconds. This isn't how it will work IMO.

    It's just an analogy but the analysts were wrong and this exponential growth - slow at first, real fast later - is what they may be missing, imo.

  • Reply to

    Help me understand TISA vs MITK valuation

    by wcw1068 Nov 12, 2014 5:56 PM
    friendofthetrend friendofthetrend Nov 12, 2014 6:22 PM Flag

    You have to look at cost of revenue for TISA.

    (Click key statistics.Compare to MITK. MITK has way, way lower cost of REVS as a percent. MITK has real high margins . Also the higher growth rate for MITK is being factored in to the price/revs. )

    I just hope MITK PPS doesn't go too far too fast. If they meet $5.5M next Q or higher, a nice boost in PPS is well warranted. That $5.5M they got last Q was a really big sequential increase.It's surely gotten the market's attention.

    The market tries to go to where the revs will likely be and not to where they are now.

  • Reply to

    Shortest Conference Call in history.

    by pndxtr1 Nov 12, 2014 5:49 PM
    friendofthetrend friendofthetrend Nov 12, 2014 6:00 PM Flag

    Q3 EPS of -$0.07 beats by $0.02.Revenue of $59.7M (+0.6% Y/Y) -from seaking alfa.

  • Reply to

    Good call

    by o08o.ugh64w Nov 12, 2014 5:18 PM
    friendofthetrend friendofthetrend Nov 12, 2014 5:53 PM Flag

    FQ2 EPS of -$0.01 in-line.
    Revenue of $18.55M (+8.9% Y/Y) beats by $0.51M.

    Chart shows flag pole with a pennant so could break out to a hair over $2. Good cause I bought more today.

    Have to listen to CC later.

0.66-0.03(-4.33%)Jan 30 3:58 PMEST

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