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
  +2.00p +0.30% 672.00p 664.00p 672.00p 672.00p 672.00p 672.00p 4,546 12:08:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 182.2 -3.8 -8.4 - 218.54

Dialight Share Discussion Threads

Showing 3351 to 3372 of 3375 messages
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DateSubjectAuthorDiscuss
12/1/2018
14:00
the market is keen on them at the moment, they're almost back to the level they were when the first profits warning was announced. the new CEO is clearly liked, and the director purchases (!?) were supportive. a lot to prove going forward tho.
frazboy
09/1/2018
14:47
Have you looked at the margins? Dialight would print money a few years ago. Ebitda is a fraction of what it was. This is a market with prices constantly declining and now they have a supplier that will keep increasing costs. They burnt too much cash to move and it would cost twice to move back. The market is now dominated by the big guys who have caught up with product and have the channels to market.
ledguy
09/1/2018
14:47
Have you looked at the margins? Dialight would print money a few years ago. Ebitda is a fraction of what it was. This is a market with prices constantly declining and now they have a supplier that will keep increasing costs. They burnt too much cash to move and it would cost twice to move back. The market is now dominated by the big guys who have caught up with product and have the channels to market.
ledguy
09/1/2018
14:11
Only hope is to sell the company. Brought in Finance guy to put lipstick on this pig. They spent a ton of cash to migrate to Sanmina now they are stuck with low margins and slow delivery response. Stick a skewer in them.
ledguy
08/1/2018
15:24
still on at moment hvs, and burning surprisingly brightly.
frazboy
08/1/2018
15:08
Did someone turn the lights out ????
hvs
08/1/2018
15:06
Did someone turn the lights out ????
hvs
08/1/2018
14:55
new CEO showing some faith (~60ks worth), i look forward to the next update
frazboy
08/1/2018
08:35
thanks fb, I'll take your word for it, I guess IAE always did have a habit of under-delivering - although often not their fault - and nothing may have changed there!
bountyhunter
08/1/2018
08:27
interesting update - confirmation that the problems will run through into H1 2018 (expect those results to be poor too), that the product delivery issues are still very much prevalent, and that the CEO is out the door (which many long term holders will be grateful for?) muted share price reaction, I expected it to open down a bit but has held steady, I guess the talk of a dividend is still supportive, and the activist FM may be increasing their stake? possibly... next update 26th Feb ps - bountyhunter - yes, i'm sure check the DECC production data, and PFC news releases (where they admit that the Stella Profile isn't all they hoped it would be)
frazboy
05/1/2018
13:29
i'm thinking of it more as a short than a long to be frank, as the downside risk does look greater than the upside (as other posters here have flagged) even from the current share price i'm also thinking that the problems that "surprised" the management team at the Mexican manufacturing facility are likely to rumble on and effect H1 2018 numbers, at the very least. plus, having reread that annoucement there is no mention of deferral of sales to H1 2018 which is perhaps a little surprising? does this mean the customers went elsewhere? and would the revenue not already have been booked for those sales? ps - totally off topic bountyhunter, but did you ever bother to go back and check production from the Stella field - it has not sustained even half the plateau rate the company were aiming for. Delek paid too much...
frazboy
04/1/2018
21:25
I'm reading your posts frazboy; however must admit I bailed out ages ago but still monitoring. The shorting you mention above doesn't exactly inspire any renewed confidence however! :-(
bountyhunter
04/1/2018
20:22
... I'll continue to speak to myself Correction to post 3192: I was missing the "Unallocated Overheads" so EBIT was more like £6.5m in 2017 H1, and thus it'll need to be in excess of £2.5m in 2017 H2. This requires something along the lines of a 10%+ drop in sales, and 500 basis points drop in margin.
frazboy
03/1/2018
21:28
And, whilst I'm here, anyone know anything about the Activist Fund Manager who has taken the 7% stake? JP Morgan and Ennismore are short to the tune of 3.81%. IIRC Ennismore have a pretty good track record, not sure about JP Morgan
frazboy
03/1/2018
18:15
Anyone got a feel for what 2017 H2 sales will actually be? In the Trading update the company stated that EBIT for 2017 would be no less than £9.0m. Which is fine, but EBIT in H1 was £9.1m. So, what they're actually saying is that EBIT in H2 (the stronger half?) will actually be approximately zero. So, assuming that overheads decline by say 10% (due to the lower sales) and a reduction in the Gross Margin of 750 bps, then you need approximately a 20% decline in sales (in sterling terms) in H2 vs. H1 to get a zero EBIT for H2... Furthermore, are we to assume that non-recurring item (of £6m) is a cash compensation for customers who didn't get their deliveries? Thoughts welcomed on the above. Edit: I think this explains £4.4m of the £6.0m of non-recurring cost: “In the first half, we incurred costs of £2.4m relating to the transfer of lighting assembly to our manufacturing partner. These related to set-up costs, project management and dedicated engineering time. This transition has suffered some delays due to the quantum of the transfer but is still expected to be completed in the year. We expect further costs of up to £2m to be incurred in the second half.”
frazboy
14/12/2017
17:22
Dialight will continue to decline with the current outsourcing strategy. Gross margins will continue a downward spiral as they outsource production. Wait for big dips in price and hope they get bought by one of the larger competitors for a nice payday.
ledguy
14/12/2017
13:47
ouch... the current share price is only at approximately the level following on from the last profits warning. you can understand why investors may be less than 100% confident in the medium and long term projections of the board
frazboy
11/12/2017
20:50
Typical erratic small volume bs. Company is in trouble and running out of time to change course.
ledguy
11/12/2017
20:28
small volume but big rise ??!!
9degrees
27/11/2017
10:51
DIA sounds like "dire"! Used to be in these but DIA has lost its' way & I agree with those who say it's overvalued. AVOID.
napoleon 14th
23/11/2017
21:27
I don't think it matters whether he is good guy, there are plenty of good people. More importantly can he run a hitec company that is the ?. I have my doubts, when other LED companies are moving to China, Dia is moving to California, maybe a good strategy if US keeps it policy of buy home made for principalities.
beeezzz
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
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