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Daegis Inc. Message Board

friendofthetrend 260 posts  |  Last Activity: 5 hours ago Member since: Jan 5, 2001
  • friendofthetrend friendofthetrend Feb 17, 2015 9:19 PM Flag

    Back in 2011 ITI bought Meridian. Way back in 2009, Meridian had been hiring meteorologists and they sold subscriptions for WeatherPlot™ which was developed exclusively to serve the needs of agribusiness. ITI paid $5M for the entire Meridian deal which included 511 traffic info and MDSS enabling the efficient maintenance of roads and highways- such as snow plows- while optimizing resource use and reducing costs for gv't agencies.

    The ClearPath Ag product seems to me to be the upgrade of WeatherPlot™.

    Senior Online Editor for the CropLife Media Group has posted a prediction that "Revenue from precision ag services will reach $250 million" in 2015 after already growing by 32% from 2013 to 2014.

    Abbas has predicted, in a sense, that iPerform will have $40 to $50M in revs- as a goal over next few years.

    So this purchase of Meridian plus $6 to $8M investment by ITI may turn out to be , say $45M yearly return on a $14M investment. They would have bought it for .31 X revs.!!. High margin, recurring revs. sealed in contract.

    None of this is factored in to the price of ITI. If there were a Meridian today with an updated Ag product and a deal with Agrian , F4F and BASF do you think the selling price would be the $3m or so ITI has put into ClearPath plus the $5M??No. Back when the deal was made, Precision Ag was a tiny market. So Meridian was priced appropriately to the times.

    So if ITI were sold today, somewhere along the line their would be a premium just based on the BASF et,al. and the coming to age of Precision Ag- an era ushered in by the AHA! moment when Monsanto bought Climate Corp.

    There is a video where Climate Corp discusses the $1.1M buy out. One year before there was a video of them celebrating a measly $50M seed money. That tells me how things can change. And their model doesn't sound that much different than ITI's ClearPath, except for the crop insurance, which was just a way to get it monitized while they sent salesman door to door to farmers.

  • 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.

  • Reply to

    ER

    by friendofthetrend Feb 17, 2015 8:05 AM
    friendofthetrend friendofthetrend Feb 17, 2015 5:42 PM Flag

    I was unable to listen to CC. Stuck in traffic.Will listen to replay.

  • Reply to

    ER

    by friendofthetrend Feb 17, 2015 8:05 AM
    friendofthetrend friendofthetrend Feb 17, 2015 4:11 PM Flag

    I wanted to see more on the top line but we'll have to listen to CC.

  • friendofthetrend by friendofthetrend Feb 17, 2015 8:05 AM Flag

    Sully hinted that DichroTec investments will cause a temporary hit on profit. So that info should be "sold" and priced in as a non recurring expense. Going forward, DichroTec should be accretive so that and any other enticing news divulged in the CC, should lift DYSL. IMO.

  • friendofthetrend friendofthetrend Feb 16, 2015 5:53 PM Flag

    With ever-tightening control over Helium-3 (meaning high prices and low availability), look for more activity in new scintillating materials, especially CLYC

  • Reply to

    Home run potential Pt 1

    by friendofthetrend Feb 15, 2015 10:34 AM
    friendofthetrend friendofthetrend Feb 15, 2015 11:04 PM Flag

    This company ran in to some problems that have been addressed. I believe they can return to the growth trajectory they had enjoyed for quite some time.

    Found this older article on Dynasil's Hilger.

    X-rays leave an afterglow that blurs the image and Hilger, with Kent U. had a solution:

    *********************************

    "Only a few crystal growers worldwide have been able to achieve this and it has given the company a competitive advantage. This has allowed Hilger to expand its market and seek customers in high-end applications of X-ray imaging such as air transport and sea cargo screening and medical diagnostic devices

    As a result of the new product, derived from the collaboration with the University, the company has recruited new staff, including one new research scientist as well as other high-quality technical staff- a key requirement for future growth. The new material enables great market penetration for high-performance end sales to X-ray imaging companies throughout the world.

    All of the company’s current customers are located outside the UK. Hence, all sales are export sales, mostly to the USA. The new material increased the annual sales turnover by c.£45k the first year it was launched in 2012 and is projected (based on past experience, by the company) to improve the annual sales turnover in the next three years’time to £250k, which corresponds to about 35% of the company’s annual export volume.

    file:///C:/Documents%20and%20Settings/Administrator/My%20Documents/Downloads/University%20of%20Kent%20-%208%20%20-%20Crystals%20for%20National%20Security%20and%20Biomedical%20Diagnostics.pdf

    From recent CC:

    One of the success stories of 2014 is that the lost revenue associated with these products was ultimately replaced by revenue from organic growth across our other commercial companies. For 2014, three of our companies, Optimetrics, EMF and Dynasil Fused Silica had record revenue results and Hilger had the largest revenue year under our ownership

  • Reply to

    Home run potential Pt 1

    by friendofthetrend Feb 15, 2015 10:34 AM
    friendofthetrend friendofthetrend Feb 15, 2015 11:27 AM Flag

    http://www.thestreet.com/story/13045639/3/3-electronics-stocks-moving-the-industry-upward.html

  • 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.

  • friendofthetrend by friendofthetrend Feb 15, 2015 10:34 AM Flag

    tried to post link but couldn't.
    1/01/201
    A LOW-PRICED CLASSIC
    Subscribers who’ve been around for a while may recall we started out with a $3 share-price ceiling, which I gradually raised to $10 due to my sense that we had run out of decent-quality ideas in the below-$3 end of the market. Looking back, I definitely believe that was the right way to go but I can understand a lingering wish that we could still find interesting opportunities to get in at the lower-end of the single-digit price range.

    Dynasil (DYSL), may be an opportunity for just that. I introduced it on 5/1/4. Since then, it’s down about 2% versus an 8% gain for the Russell 2000. That doesn’t sound so exciting, but remember, as poorly-correlated as the under-$10 segment of the market may be with well-known indexes, the under-$3 portion is probably more so. And besides, the information inefficiency of the under-$3 group is in play here: The market seems to have missed a very noteworthy event: DYSL, formerly in default, is now fully compliant with the terms of all borrowings.

    Essentially, DYSL is a technology incubator. It gets paid to do research, mainly by the federal government but also by the SBIR (Small Business Innovation Research) program. Moreover, DYSL gets to retain intellectual property and, hence, has opportunities to commercialize for its own benefit technologies it develops. The good news is that as small as DYSL is (market cap: $23.5 million), it’s actually pretty big in terms of specialized expertise in sensing and measuring radiation, light or magnetism for use in security, industrial or medical applications. The bad news is, or rather was, that DYSL had in the past allowed itself to get stretched by ventures beyond its core area of expertise (which led to the financial strain).

    Continued next post

  • friendofthetrend by friendofthetrend Feb 13, 2015 6:19 PM Flag

    5Yr. chart shows DYSL at inflection point for 50MA crossing over 200DMA. If ER is good,DYSL could get the crossover and a real bullish chart.GLTA

    http://finance.yahoo.com/echarts?s=DYSL#%7B%22range%22%3A%225y%22%2C%22lineType%22%3A%22candlestick%22%2C%22indicators%22%3A%7B%22sma%22%3A%5B%7B%22id%22%3A%22sma50%22%2C%22name%22%3A%22sma%22%2C%22params%22%3A%5B50%5D%2C%22lineType%22%3A%22line%22%2C%22color%22%3A%22%2338761d%22%2C%22weight%22%3A1%7D%2C%7B%22id%22%3A%22sma200%22%2C%22name%22%3A%22sma%22%2C%22params%22%3A%5B200%5D%2C%22lineType%22%3A%22line%22%2C%22color%22%3A%22%23cc0000%22%2C%22weight%22%3A1%7D%5D%2C%22stoch%22%3A%5B%7B%22id%22%3A%5B%22%22%2C%22stoch_k%22%2C%22stoch_d%22%5D%2C%22name%22%3A%22stoch%22%2C%22subLines%22%3A%5B%22%22%2C%22k%22%2C%22d%22%5D%2C%22lineType%22%3A%7B%22k%22%3A%22line%22%2C%22d%22%3A%22line%22%7D%2C%22color%22%3A%7B%22stoch_k%22%3A%22%23e69138%22%2C%22stoch_d%22%3A%22%2300ff00%22%7D%2C%22weight%22%3A%7B%22stoch_k%22%3A1%2C%22stoch_d%22%3A1%7D%2C%22params%22%3A%5B14%2C1%2C3%5D%7D%5D%7D%2C%22scale%22%3A%22linear%22%7D

  • Reply to

    Volumne !

    by neilneiluhuhuh Feb 12, 2015 4:53 PM
    friendofthetrend friendofthetrend Feb 12, 2015 9:23 PM Flag

    I think neilneiluhuhuh has been posting for years... and on DYSL

    http://finance.yahoo.com/mbview/threadview/;_ylt=AoautFS_DohaYOTMFyOSuTveAohG;_ylu=X3oDMTB2Z3R0cmk0BHBvcwMxOARzZWMDTWVkaWFNc2dCb2FyZHNYSFJVbHQ-;_ylg=X3oDMTBhYWM1a2sxBGxhbmcDZW4tVVM-;_ylv=3?&bn=380912be-c3fc-3777-b5b2-9c1c85441749&tid=1202997642000-f38c4f60-1263-3c78-947a-c28504472657

  • friendofthetrend friendofthetrend Feb 10, 2015 9:11 PM Flag

    Some more backdrop. The highly qualified Iteris executive, IMO, most likely behind the BASF deal. Check the extensive high level employment history in precision ag.

    https://www.linkedin.com/pub/jeff-keiser/3/b24/32b

    He was Past Board Chair, Executive Committee of AgGateway’ Organization
    More than 225 companies are now members of the organization, which is focused on eBusiness and precision agriculture.

    I also noticed Iteris is attending two agricultural events just in Feb 2014. Interesting to see how they have ramped up attendance at Ag conventions. They had attended none prior to 7-2014.

    I also noticed they are looking for an executive VP Corporate Development and they want some M&A experience. this leads me to suspect M&A may be down the road.

    I also noticed Iteris partner Agrian has introduced, February 9, 2015,

    " its secure, cloud-based ag data management platform. Several new capabilities have been released, all of which are designed to help growers, crop advisors, ag retailers and food processors manage, share and leverage farm data simply and efficiently."
    However, still don't see anything about weather that could indicate Iteris's ClearPathAg.

    Also noticed Monsanto's Climate Corp PR, December 9, 2014

    Climate Corp. Acquires 640 Labs“Turning that data into valuable tools for farmers requires a combination of top software engineers, statisticians and specialized disciplines, from agronomists to climatologists. The 640 Labs team brings a combination of engineering and agricultural expertise that will complement and enhance the capabilities of our existing team.

    I'm expecting some sort of deal with Iteris and Monsanto. They were mentioned in the Needham presentation.

  • friendofthetrend friendofthetrend Feb 10, 2015 7:35 PM Flag

    Some backdrop to the Iteris/BASF deal:

    June 12, 2014 3:24 p.m. ET

    BASF SE is considering alliances with technology companies to strengthen the chemical maker's push into data services for farmers, senior executives said Thursday.

    BASF, the world's largest chemical company, aims to launch in the coming years a broader range of high-tech tools that will help farmers identify and stop crop disease outbreaks and better manage data on seeds, pesticides and machinery.

    "The modern farming operation as a whole has grown in complexity," Nevin McDougall, senior vice president of North America crop protection for BASF, said in an interview with The Wall Street Journal. "Our objective is to provide a service to growers to help them understand what all this data means."

    BASF, among the world's biggest suppliers of pesticides to farms, said Thursday it will launch this fall a new, web-based platform for farmers in Canada to manage data on crop performance, pesticide use, grain prices and other aspects of their operations. The BASF platform, called Clearpoint Advanced, also will be able to incorporate data generated by farm equipment. BASF expects to eventually expand it beyond Canada.

    BASF is evaluating a range of different companies with which it could team up to offer new services, Mr. McDougall said. One potential service would use infrared imaging to detect early signs of disease afflicting crops, producing an alert via BASF's system that would recommend a fungicide or another product to stop the problem before it destroys the crop, he said. Mr. McDougall didn't identify potential BASF partners.

    DuPont Co. , among the world's largest seed suppliers, estimates that farm-data services will generate $500 million a year in revenue for the company over the coming decade. Last November, Monsanto Co. spent $930 million to buy the Climate Corp., a weather-data analysis firm, which Monsanto has expanded with a range of planting services and technology.

  • Reply to

    Earnings this week?

    by declaes Feb 9, 2015 9:43 AM
    friendofthetrend friendofthetrend Feb 10, 2015 1:11 PM Flag

    http://finance.yahoo.com/q/mh?s=ITI+Major+Holders

  • friendofthetrend friendofthetrend Feb 10, 2015 11:36 AM Flag

    BASF deal goes a long way to validating their strategy,imo. Higher margins overall and adding $40-$50M revs. in a few years has been mentioned. I think, with the right partners and products, they are aiming at getting a reliable, niche in precision Ag.

    There is competition for sure but I'm hopin, there's still plenty of room for Abbas to capture a niche and the timing is good to establish themselves with the right organizations.

    The Monsanto deal with Climate corp is the shot heard 'round the world for Precision Ag.
    Farmers are opening to the idea of "actionable data firms" helping them in the real world of farming. There is a buzz going around. Abbas should be quite energized about now.The field is for real.

  • Reply to

    Earnings this week?

    by declaes Feb 9, 2015 9:43 AM
    friendofthetrend friendofthetrend Feb 9, 2015 9:07 PM Flag

    Q1 2015 Earnings Call Tuesday, February 17, 2015

    see investor information,Events & Presentations

    *****
    Dynasil will host a conference call for investors and analysts at 5:00 p.m. ET on February 17, 2015. The call will be hosted by Chairman, CEO and President Peter Sulick and Chief Financial Officer Thomas Leonard.

  • friendofthetrend by friendofthetrend Feb 9, 2015 3:24 PM Flag

    February 9, 2015 – SkyWave, an ORBCOMM (Nasdaq: ORBC) company, announced today that its SCADAconnect application has received the 2014 IoT Evolution Excellence Award from IoT Evolution Magazine

    ***********

    SCADAconnect is an application providing connectivity between remote SCADA PLCs and enterprise systems for the oil & gas, utilities, heavy equipment and industrial automation markets.

    SCADAconnect provides a secure wireless communication link for efficient, low-latency periodic and exception-based reporting of real-time mission-critical data from remote sites—all while reducing the costs, development time and risks associated with remote SCADA connectivity implementations.

  • 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

  • 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

DAEG
0.65+0.0100(+1.56%)Feb 26 3:27 PMEST

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