Share Name Share Symbol Market Type Share ISIN Share Description
Dialight LSE:DIA London Ordinary Share GB0033057794 ORD 1.89P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +18.50p +2.80% 678.50p 652.00p 690.00p 690.00p 650.50p 650.50p 8,738 16:35:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 182.2 -3.8 -8.4 - 220.66

Dialight Share Discussion Threads

Showing 3326 to 3350 of 3350 messages
Chat Pages: 134  133  132  131  130  129  128  127  126  125  124  123  Older
DateSubjectAuthorDiscuss
01/11/2017
22:38
He seems like a good guy but he decided a strategy and then used data to support his plan. Shocked that the Board allowed him three years in a market that is growing like gangbusters. They may miss the market completely. Strongly agree with other post that the bigger competition is coming back strong with broad line. Dialight needs to change direction fast or they will be uncompetitive. Can’t outsource production and improve margins unless they have bloated costs and they don’t. Dislight produces in Mexico now.
ledguy
01/11/2017
22:00
I bet the CEO is an accountant....as the saying goes, accountants know the price of everything and the value of nothing..
beeezzz
31/10/2017
22:33
exactly ledguy that is correct. In addition the big players are coming up as competition. What many investors don't understand is that DIA is just a niche player in the market for explosion protected equipments. They were just a boiler and PC board LED and Traffic light company only a few years ago before they ventured into explosion protected lighting. They disrupted the market at the time, when the big players were not yet ready with LED lighting products But that has changed dramatically and is getting continuously worse for DIA Players like STAHL, Eaton, Glamox all coming to the market with COMPLETE product portfolios i held DIA for a couple years becsuse i figured they would surely be a takeover target. Then the incoming CEO shocked the market with obscure messages about the business model of the company and the stock price tanked. i got out. some investors may have applauded that talk as decisiveness. i just saw it as a trick for him to shine in apparently, repeat apparently, rebuilding and improving the company. He has been spinning the news ever since. But truth will reveal itself. Mark my words: DIA will not grow
koreaman
31/10/2017
22:30
exactly ledguy that is correct. In addition the big players are coming up as competition. What many investors don't understand is that DIA is just a niche player in the market for explosion protected equipments. They were just a boiler and PC board LED and Traffic light company only a few years ago before they ventured into explosion protected lighting. They disrupted the market at the time, when the big players were not yet ready with LED lighting products But that has changed dramatically and is getting continuously worse for DIA Players like STAHL, Eaton, Glamox all coming to the market with COMPLETE product portfolios i held DIA for a couple years becsuse i figured they would surely be a takeover target. Then the incoming CEO shocked the market with obscure messages about the budiness model of the company and the stock price tanked. i got out. some investors may have applauded that talk as decisiveness. i just saw it as a trick for him to shine in apparently, repeat apparently, rebuilding and improving the company. He has been spinning the news ever since. But truth will reveal itself. Mark my words: DIA will not grow
koreaman
31/10/2017
15:00
Outsourcing strategy is going to kill the company. You can't outsource and improve margins or respond quickly to market demand. They make 10,000 skus in low to moderate volumes. This is a disaster unfolding slowly in a fast paced market. If demand for LED lighting wasn't so strong, they'd die faster. Just wait until Sanmina starts raising prices once they have a lock on production.
ledguy
25/10/2017
16:32
Beginning of the year optimism evaporates - These three turn around is certainly draining the coffers, £16.5m + £5m redundancies. CEO like most of them are greedy and try to run before they can walk, how much business has been lost to competitors due to problems with manufacturing. [...]
beeezzz
24/10/2017
07:52
bbbbb, 1H18 results were always going to be the key for me on this stock (once they had migrated production and we could see the impact of this and the other growth drivers). Seems high risk to me - H1 is historically the weaker half so if the production issues continue to 18H1 at all then 18H1 is likely to be below 17H1 - particularly since the FX tailwind in 17H1 looks like being a headwind in 18H1. Remember that the trading statement yesterday was warning on EBITDA which is a measure companies have a lot of freedom to report e.g. it excludes both capitilised development & ammortisation of capitilised development! Given the history of the company in asking investors to use heavily adjusted figures in their analysis of EBITDA it seems the cookie jar really was empty this time. So what happens if 18H1 comes in below 17H1 and the market sees this as a declining trend? If the company lost it's growth rating and returned to a EV/EBITDA of say 5 that would be a shareprice of around £2. Say however they return to growth and the shareprice increases 50%. That would require a multiple expansion to a further 25x EV/EBITDA. This is the sort of rating of the likes of Ocado, Abcam & Zoopla. To me that risk reward of hoping for a 18H1 rebound doesn't look good.
dangersimpson2
24/10/2017
01:53
The way i see it this CEO has been spinning the results all along. Separating out "non-core expenses", "core profit" etc. etc. they have used every accounting trick in the book to make the business look profitable. But You can only do that so long. Truth catches up with You in the end. Truth is major competitors Eaton, Stahl, Appleton, Glamox etc. are all developing better and better LED lighting for hazardous areas, and have significant synergies with non-lighting portfolios Truth is also that production outsourcing to Sanmina makes You depend on that company and gives away control of the production operation and profits I know this industry and the company. The stock will drop to less than LBP 4 and the CEO will move on in another year or two, mark my words
koreaman
23/10/2017
21:04
He has transitioned before in previous role which makes these delays that bit more disappointing. The dividend restoration comets are the attempt to reassure the markets that this is short term and they remain confident.
bbbbb
23/10/2017
20:12
Has the CEO made the right decision, regarding manufacturing changes, has quality been compromised. He needs to reassure the market he knows what he is doing, this is a solid business... Looks like many small investors were stopped out today.
beeezzz
23/10/2017
13:56
Share price maybe down 16%, but the market is still valuing the business highly. Here’s why: Investors may not realise this, but between 2000 and 2004, their average market capitalisation was £50m when average profit was £10.5m. Contrast this to the past four years, their average market capitalisation is £230m with an average profit of £3.5m. So, between 2000-04, Dialight average PER is 5 times, whereas 2012-2016 gives a PER of 75 times. For more and other companies’ analysis, click http://bit.ly/2z1DYXs
walbrock82
23/10/2017
12:39
1H18 results were always going to be the key for me on this stock (once they had migrated production and we could see the impact of this and the other growth drivers). This announcement is disappointing and whilst they have made progress with production migration since August I note that they are no longer saying it will complete by y/e ('in coming months' - which is a bit 'slack', to say the least) so it's possible, if not likely that these issues may also impact on 1H18. We knew there were issues with the migration and it's not rocket science which makes it worse. What I don't know is whether there is any legal redress against Sanmina (if that's where the issue lies) or how much the true impact of these issues is reflected in the EBIT numbers. All may not be lost however as the announcement comes on the day one of their major product lines, which has recently migrated, is made available for 'fast-ship' from their REXCEL distribution channel, so we could yet see a pick up between now and y/e in the numbers.
bbbbb
23/10/2017
11:16
Got to agree with that view.
meijiman
23/10/2017
10:26
Profit warning today: https://www.investegate.co.uk/dialight-plc--dia-/rns/trading-update/201710230700032649U/ EBITDA £13.5-15.5m. Taking the mid point of £14.5m I reckon that means underlying PAT of around £9m compared to consensus of £11.4m. It means that 17H2 PBT will likely be below 17H1 and well below 17H2 where H2 is usually seasonally stronger. Even after today's fall this puts it on 16x adjusted EBITDA & 25 P/E. Still seesm to high to me since: - no growth in adjusted PBT. - exceptional costs & provisions excluded from these figures - they capitilise a lot of development expense - main historic cash flow form working capital management not trading. The potential of a small dividend doesn't overcome the high rating for a company not growing profits imo.
dangersimpson2
06/10/2017
14:55
Share price is weak. Anybody think of any reason? OK, rating maybe a little high for 2017 but 2018 prospects look strong. No interesting newsflow that I can see though they are presenting at exhibitions etc.
chasbas
08/9/2017
16:33
Wonder if they are in cahoots with Ennismore....looks rather suspicious, target price is low for new coverage....
beeezzz
08/9/2017
13:53
echo that Chad..
bbbbb
08/9/2017
09:05
IMHO 620p is extreme so help please anyone. I'm looking forward to full year results in Jan showing a stronger H2 plus exciting prospects for 2018 onwards. Strong balance sheet and cashflow. Strong fundamental growth prospects. Am I mad?
chasbas
07/9/2017
18:07
Anyone seen the berenberg note? Interested to know if they are bearish on the sector or Dialight in particular - due to declining competitive position, increasing costs or accounting issues etc.
dangersimpson2
07/9/2017
16:15
Berenberg Bank began coverage on shares of Dialight Plc (LON:DIA) in a research note issued to investors on Wednesday. The brokerage issued a sell rating and a GBX 620 ($8.01) price target on the stock. hTtps://www.dispatchtribunal.com/2017/09/07/dialight-plc-dia-receives-new-coverage-from-analysts-at-berenberg-bank.html
beeezzz
01/9/2017
14:36
Interesting purchase announced... https://uk.advfn.com/stock-market/london/dialight-DIA/share-news/Dialight-PLC-Holdings-in-Company/75560621
bbbbb
30/8/2017
12:12
DIA Dialight.......very interesting chart with with 2 Gaps down in 2015 and a gap up in 2016 filled on a candle wick. Certainly one to watch closely from here onwards. 6 month chart Outlook We are focused on executing the Group's ambitious growth strategy as we seek to capture the opportunity in the industrial LED lighting market. The transformation to a robust and scalable manufacturing platform has advanced significantly in the period. We have completed platform engineering, and nine out of twelve product lines have transferred to our manufacturing partner with the final three lines to be completed by the end of the year. We remain excited by the Group's prospects and remain confident of delivering continued growth and shareholder value. Our expectations for the second half of 2017 remain unchanged.
3rd eye
24/8/2017
15:51
Investors follow institutions that short companies, which in the end puts more pressure on ~SP. Very illiquid stock to with very little volume MM's like to make their cut, not sure a how many brokers run book on DIA...
beeezzz
24/8/2017
15:28
Why is the spread so big; is this to deter buyers? Anyone got level 2?
tom89
24/8/2017
14:59
Bit of a dip today...missed 720 but will buy more if it appears again. I expect them to make their numbers this y/e irrespective of the peso, the $/£ rate is more significant to the books, but again I still expect numbers to be at least met. The significant time for these shares will be 1H 2018 results. The manufacturing transitioning, certification and restructuring issues should fully close out before this y/e. This will see them go into 1H 2018 with superior product lines, lower costs, higher GP and an enhanced value proposition for the customer. 1H 2018 is the first point at which we can make a credible judgement on how the end to end turnaround is performing. For my part I believe it will happen, I was a little disappointed that there were still some sizable volumes of product to transition to Sanmina and I'd like to have more clarity on what they will do with cash in bank and future dividend. As the man said 'you pays your money and takes your pick'...
bbbbb
Chat Pages: 134  133  132  131  130  129  128  127  126  125  124  123  Older
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