Densitron Tech. Share Discussion Threads

[woodcot] 06/8/2010 19:11

I thought Pixi post came straight to the point...no pun intented.

[lcd interest] 06/8/2010 16:48

just seen this Pixi,


Maybe South African's don't have the internet yet?

If they do, they will quickly spot Densitron products = re badged far eastern me too displays.

If they don't have internet then they might sell some.

Stick eye 200% markup gameshow

[heartylaugh] 06/8/2010 16:29

Pixi

Aside from your purile comment about sticks, I think the other posters were suggesting there would be no Densitron sales to South Africa. Because, if I understand correctly, this 'deal' would do nothing more than agree that one distributor could buy from another distributor.

Or perhaps there is there some reason why the Electrocomp company can not buy directly from the Far Eastern manufacturers?

[pixi] 06/8/2010 10:43

LCD

Sales in South Africa are better than a poke in the eye with a sharp stick.

[woodcot] 05/8/2010 09:35

LCD

I took the article off their website, it may or may not be financially beneficial but I don't believe it will cost the company money and may be the backdoor into a market which appears to be hard to penetrate.

I'm looking forward to the interim results in Sept, hoping to see more progress.

Regards
W

[lcd interest] 05/8/2010 08:58

It is laughable when you see things like this I agree Woodcot!

''recognized market leader in the distribution of electronic components. Electrocomp's main strength remains in the small to medium O.E.M.s, in the South African market.''

Interesting scenario, Densitron UK Distributer buys it's OLED from XYZ in China's agent, sells to South Africa, who sell to their customer.


''These clients demand a high level of stock availability and a fast efficient service.''

Reword

''these clients demand a product with 5 layers of distribution margin, slow lead time, and minimal sample holding''

[woodcot] 04/8/2010 22:37

Just noticed this, may open up a new geographical market!

London, Tuesday 27 July 2010: Densitron Display Solutions (Europe) is pleased to announce the appointment of Electrocomp Holdings as its distribution partner in South Africa. The distribution agreement provides Electrocomp with access to Densitron's wide range of display technologies, and custom and Engineering Design offerings that cater for the needs of the industrial market place.

With their dynamic and committed sales team and value-added engineering capabilities, Electrocomp will significantly boost Densitron's presence in the strategic South African marketplace. "We are pleased to join forces with Densitron, a reputable solutions provider of display technologies. Their in-depth expertise and comprehensive range of products will enable our clients to significantly reduce their development time whilst adding value to their products' interactive display capabilities," said Fernando Da Silva, product line manager of Electrocomp.

"The Electrocomp agreement allows us to start to penetrate the South African market which is an exciting market to be in with various industries available that are well suited to our offerings," said Chris Goodhall, channel sales director of Densitron.


About Electrocomp Holdings
Electrocomp Holdings is a dynamic technology driven South African group of distribution companies focusing their activities on Semiconductor & IPE product sales and support, with strong engineering value added capabilities. The company was established in 1980, and has become a well-respected, recognized market leader in the distribution of electronic components. Electrocomp's main strength remains in the small to medium O.E.M.s, in the South African market. These clients demand a high level of stock availability and a fast efficient service.

[pixi] 29/7/2010 23:59

This is the best performing share in my portfolio, up 67%, which I bought following a Motley Fool tip.

[pixi] 28/7/2010 15:38

And up again today.

[arab3] 28/7/2010 13:04

think i still hold these from 2000
the year that is !

[wakeland] 28/7/2010 13:00

Mkt Cap still tiny.

[pixi] 27/7/2010 22:45

This is trending up nicely, shame I cannot say the same about my other stocks!

[woodcot] 27/7/2010 20:17

Haven't seen any volume go through on the websites I look at.
But know when I've bought in the past that not all trades are shown.

[cockneyrebel] 27/7/2010 18:31

chart in a nice uptrend now

CR

[callumross] 27/7/2010 18:30

there was 37500 bought on plus at 8p, woodcot.

[woodcot] 27/7/2010 16:22

Another little move up today, with no volume showing MM's must be after stock...you can get 7.71p for 100k.

[arthur_lame_stocks] 26/7/2010 06:55

Heartylaugh

I thought the playing field, or what's left of it was worth £1m as it is, maybe £5m or more with planning. That's on top of the £1.2m they've already received for it.

Evervision looks like paying out another £500k, on top of the £1.2m they received a year or so ago and it's profitable and still very cash rich.

As for the displays business I understand that they add value through design and engineering for companies that don't have or require the scale to do their own for their displays. They're not simply a distributor.

At least that's my understanding. 7p a share is potenially very, very cheap.

Whatever displays does, they do appear to be doing it profitably and growing at the moment.

[heartylaugh] 25/7/2010 18:05

"The present share price only is reflecting the progress in the Display's business".

Indeed. So at 7 pence per share is pathetic. I have repeatedly asked what Densitron manufacture and the answer appears to be nothing.

"Also they will look at acquisitions" - where will the money come from for that?

Anyway, acquisitions of what? More school playing fields which are unsellable perhaps? I remain unclear as to why it would be prudent to buy shares in Densitron - despite the obvious 'ramping' on here.


Let's make it easy:

1. What incentive is there for anyone to buy shares or even the company?

2. What does Densitron do for a living?


H.L.

[woodcot] 25/7/2010 17:32

LCD

My understanding is a 3 year plan has been put together to grow the Display's business and they appear to have started 2010 well, and they stated they're ahead of their internal forecasts. Also they will look at acquisitions to grow the business but only for the right price, if and when they come along.

Broker forecasts for this year and next show substantial growth, of course the company have to hit the targets but they're moving in the right direction.

I'm not saying DSN will ever be a footies 100 company but could end up to be a profitable company in its own right which has been lacking in the past
.
In my opinion the upside in the share price could be substantial if they grow the business, get annual payments off Evervision or sell the stake and obtain planning on BH. The present share price only is reflecting the progress in the Display's business.

Regards
W

[woodcot] 23/7/2010 08:57

Barclays online service, you can get 7.3p for 50k and 7.21p for 100k, still will only let you buy 1000 at 7.49p.

There must be a buyer(s) around looking for stock at a given price.

If the interim statement is any like the AGM statement, I believe we will see another positive jump in the SP

[gingerplant] 21/7/2010 19:21

heartylaugh

Click on any of the links:

[heartylaugh] 21/7/2010 17:45

So they are manufacturing phones?

[woodcot] 21/7/2010 16:02

Yes, you could be right about the planning.

Still believe these have a fair way to travel on the Displays business alone.