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Daegis Inc. Message Board

friendofthetrend 175 posts  |  Last Activity: Apr 16, 2015 1:41 PM Member since: Jan 5, 2001
  • 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

  • Reply to

    Earnings this week?

    by declaes Feb 9, 2015 9:43 AM
    friendofthetrend friendofthetrend Feb 9, 2015 2:06 PM Flag

    Google Top 10 Stocks Held By Marxe Austin W & Greenhouse David M

    #2 is KOPN. I also have a little of that.

    I used to follow Austin & Greenhouse's purchases, as a sort of stock screener to find small caps. You cannot get too concerned if they sell some though. They sold some of their GTT at $3 and a few months later it's at $12. Glad I held. They also lightened on ITI but means nothing, IMO.

    Wynnefield Capital Management is one I more recently might follow.

    They have ARIS, a nano cap stock I like a lot.

    As long as interest rates don't clobber Small Caps I'll be happy. I'm hoping the sector can recover from the correction it's had.

    *****

    Feb. 1, 2015 4:41 p.m. ET

    The markets are thinking small.

    Investors are showing renewed enthusiasm for stocks of small U.S. companies, driven by the belief they will benefit from a growing domestic economy.

    For many of those betting on small-company stocks, the optimism is rooted in the group’s close ties to the U.S. economy. That is especially the case for companies that can benefit from U.S. consumers having more money in their pockets thanks to falling gasoline prices.

    “Small-cap consumer [stocks are] the sweetest spot in a way,” said Benjamin Nahum, portfolio manager of Neuberger Berman’s $313 million Small Cap Intrinsic Value fund. “That’s where you get your full bang for record consumer confidence.”

    About 81% of sales among companies in the Russell 2000 come from the U.S., data from Bank of America Merrill Lynch show. By contrast, 65% of revenues from large-cap firms are domestic.

    In addition to most small companies simply having a greater share of their business in the U.S., positioning firms to benefit from the U.S. economic recovery, their profits are also less likely to be hurt by a stronger dollar.

  • 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.

  • 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

    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.

  • 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

  • Reply to

    More on CLYC

    by friendofthetrend Jan 5, 2015 10:45 AM
    friendofthetrend friendofthetrend Feb 8, 2015 12:40 PM Flag

    Agree. The DichroTec hit to profits is well telegraphed and priced in, IMO too.
    Economy is slowly picking up over last few years.Small caps got overvalued so that's the bigger picture,imo. There's been a correction in micro caps and the economy continues to improve at a slow rate. Hence I'd expect resumption of Bull Market.

    Take it from friendofthetrend, The trend is your friend, LOL!!

    The DNDO does studies on radiation detectors. Then they pass these studies on to other agencies. If the DNDO studies support CLYC as a viable replacement for hand held pagers, then Sully might be be aware of that (especially with a former acting director of DNDO on the DYSL board)and he might say something like he said the""hopeful of a break out year in 2015" comment that intrigues longs.

    In that context, this is interesting:

    Written testimony of DNDO Director Huban Gowadia for a House Committee on Homeland Security, Subcommittee on Cybersecurity, Infrastructure Protection, and Security
    Technologies hearing titled “Protecting the Homeland from Nuclear and Radiological Threats”

    to date, we have conducted more than 100 test and evaluation campaigns at more than 40 laboratory and operational venues, and evaluated systems including pagers, handhelds, portals, backpacks, and vehicle-, boat-, aircraft,- and spreader bar-mounted detectors, as well as next-generation radiography technologies. To ensure the equipment is evaluated in the manner in which it will be used, these test campaigns are always planned and executed with operational users. In addition, we include interagency partners and use peer-reviewed processes. The results from DNDO’s test campaigns have informed federal, state, local, and tribal partners on the technical and operational performance of detection systems, allowing them to select the most suitable equipment and implement the most effective concepts of operation.

  • friendofthetrend by friendofthetrend Feb 7, 2015 6:53 PM Flag

    http://digital.itsinternational.com/2014/gulftraffic/day1/digital.html

  • Reply to

    The new cash crop is data analytics

    by friendofthetrend Feb 7, 2015 8:48 AM
    friendofthetrend friendofthetrend Feb 7, 2015 6:24 PM Flag

    I was going from memory that 80-85% of revs would go to operating profits. However I cannot find a specific link to that information. I may have to contact IR.

    I also want to point out that the CEO had said that iPerform Revs would possibly rival other segments in 2 or 3 years. The other two segments are in the area of $30M. To be exact a $34.7M run rate for Roadway Sensors and $30.3M for Transportation Systems.

    In the latest CC Abbas mentioned the $30 to $40M BUT within "several years"- as a goal. So that is a larger , more specific amount but less specified and longer time period. BUT he was talking non scripted in both instances. I'm hoping after some deals start to coalesce he will begin putting these goals in the scripted presentation.

    I also went over the Needham presentation and F4 and BASF were both mentioned in the written presentation. These two deals came to fruition. Monsanto and Farm Bureau Insurance were also mentioned.
    Iteris also bagged Agrarian.

    Saas in general usually has gross margins 60% to 95%. ClearPath Ag is Saas. But it requires Agronomists and weather people as support.

    I'm glad you asked the Question because maybe I jumped the gun by going from memory. Maybe the margins are lower.

    According to the Needham presentation Q&A after 24 Months the $6 to $8 M they are investing in iPerform will stop.

    60% of $40M is $24 in operating income. Add $6. Take out maybe $2 $4M other expenses. Before tax $ 25M going to before tax bottom line roughly. That's at 60%. I still seem to remember it was higher but I'll try to find out.

    I want to see if institutions respond to the investor presentations and the BASF deal by buying. So far they have not. If they do the stock price will go up, imo.

  • friendofthetrend by friendofthetrend Feb 7, 2015 8:48 AM Flag

    See my last post.
    ***
    Sorry, in my last post I meant to say the $.9B purchase of Climate Corp BY MONSANTO was seismic.

  • 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.

  • Reply to

    CC transcript

    by friendofthetrend Feb 6, 2015 10:27 AM
    friendofthetrend friendofthetrend Feb 6, 2015 8:45 PM Flag

    Just realize that timing is everything. No revs coming for a while. By end of 2015 they should trickle in. If institutions become interested in the ClearAg story and they start accumulating we could see a run up.

    We are definitely ahead of that-if it should happen.

    But this could be a boring investment for quite a few months.

  • friendofthetrend by friendofthetrend Feb 6, 2015 8:30 PM Flag

    Still a big ROI for farmers.

    From last CC:

    Our current ClearAg APIs products include our ...global soil APIs ClearAg Prime. ...

    ClearAg Prime our sole API product launched in December is the first of our field level advisory services. The ClearAg solution combines the power of big data and analytics with the season experience of our in house’s staff of growers, agronomous, atmospheric and data scientists.

    ClearAg products are designed to help optimize crop production for leveraging Iteris’s history of precision weather and global soil content with real time land surface and plant help modeling services.

    *****

    A possible business model:

    An extra $100 per acre in profit
    Monsanto’s Climate Corp., for example, offers a suite of decision support tools known as Climate Pro designed to help farmers increase yields, decrease costs and save time. One of those tools is Nitrogen Advisor, which tracks the available nitrogen at the field level and offers projections, alerts, and recommendations. Priced at $15 per acre, Climate Pro can offer as much as $100 per acre of increased profits, the company says.

    http://fortune.com/2014/05/30/cropping-up-on-every-farm-big-data-technology/

DAEG
0.7751-0.0049(-0.63%)Apr 24 3:31 PMEDT