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
  -11.00p -1.52% 715.00p 715.00p 754.00p 715.00p 715.00p 715.00p 40 09:34:43
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 182.2 -3.8 -8.4 - 232.52

Dialight Share Discussion Threads

Showing 3301 to 3324 of 3325 messages
Chat Pages: 133  132  131  130  129  128  127  126  125  124  123  122  Older
DateSubjectAuthorDiscuss
08/9/2017
17:33
Wonder if they are in cahoots with Ennismore....looks rather suspicious, target price is low for new coverage....
beeezzz
08/9/2017
14:53
echo that Chad..
bbbbb
08/9/2017
10:05
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
19:07
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
17:15
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
15:36
Interesting purchase announced... https://uk.advfn.com/stock-market/london/dialight-DIA/share-news/Dialight-PLC-Holdings-in-Company/75560621
bbbbb
30/8/2017
13:12
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
16:51
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
16:28
Why is the spread so big; is this to deter buyers? Anyone got level 2?
tom89
24/8/2017
15:59
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
24/8/2017
15:30
You could be right, however, it also depends on contracts signed, a major company with many plants could affect earnings, when you think that one steel mill has installed 5000 LED's, its a tough call...either way.
beeezzz
24/8/2017
12:51
On what metrics? Still on 22x fwd adjusted earnings for 3% constant currency growth. And they are asking for £4.4m of exceptional costs to be ignored in FY17 to get to the adjusted earnings. With both their manufacturing currency the peso & reporting currency GBP having strengthened against the USD since the start of the year then their is still a risk they could miss the FY IMO.
dangersimpson2
24/8/2017
12:35
Ennismore increased short on 24 July...which has had and adverse affect on share price IMO. They are obviously trying to reduce their loses....or increase gains. hTtps://shorttracker.co.uk/company/GB0033057794/ Still a huge market for LED lighting and ones that require high levels of regulatory testing.....like DIA produce...
beeezzz
24/8/2017
11:48
Seems cheap to me
robow
17/8/2017
12:50
Thanks beeezzz. I really like this company so why shares so weak? Down 4% to 825p today. Outlook for second half and next year looks increasingly positive. Strong balance sheet + cash generative. Results conference call was good. IMHO a quality company with substantial growth prospects thanks to leading expertise in dangerous environments. What's not to like about LED lighting? My electrician can put it up in my house but need DIA to install down a mine, steel works etc. Surely cheap if falls below 800p?
chasbas
07/8/2017
11:58
Thanks...bbbbbbbbbbb hTTp://www.ledsmagazine.com/articles/print/volume-14/issue-6/features/industrial-lighting/steel-mill-blasts-away-lighting-maintenance-worries-with-led-conversion.html
beeezzz
07/8/2017
11:49
Nice write up.. hxxp://www.ledsmagazine.com/articles/print/volume-14/issue-6/features/industrial-lighting/steel-mill-blasts-away-lighting-maintenance-worries-with-led-conversion.html
bbbbb
01/8/2017
17:46
There has definitely been a historical H2 weighting to both sales & EPS so it will be interesting to see if that saves them from the currency headwinds. Although I'm unsure why they have such a strong H2 weighting. They are after all selling industrial lighting not Christmas lights :-)
dangersimpson2
01/8/2017
17:41
My money is on Ennismore
bbbbb
01/8/2017
16:41
SP gets over exaggerated in both direction due to very little stock available. I'll wait and see how YE pans out, summer time bit of book keeping end of month, who knows.
beeezzz
01/8/2017
16:31
As I say you either buy into the change (which is underway but not complete) or you don't. We will know the answer by or before y/e 2018. I agree with you on the currency impacts but am more positive on EPS give the track record, and the new product lines which I expect to drive GP as well as revenue. EPS.... 1H... FY 2015 5.4p 13.3p 2016 7.8p 26.9p 2017 12.8p 35-38p The big issue, as you say has been the 'one off' costs over the past in large part product write downs. The restructuring is to fix this and whilst we still have had 'one-offs' relating the restructuring (closures, severance, and re-engineering, etc) I'd like to think that these will by and large be closed out this year.
bbbbb
01/8/2017
15:56
The problem is the numbers don't really back up that management positivity. - 3% constant currency revenue growth. - Cost headwind from recent dollar weakness against peso. - Translation headwind from recent pound strength. - More one off costs that we are asked to ignore as non-recurring. - Positive cashflow is all from reducing inventories & a one off sale of fixed assets. There is a limit to how much you can reduce your inventories no matter how much you optimise the supply chain. - With H1 adjusted EPS of just 12.8p they have a long way to go to hit N+1 Singer's 38.7p for the full year. - Consensus EPS for FY17 has come down slightly from 36.1p pre H1 results to 35.2p today so clearly not every broker is taking N+1 Singer's rosy view. In a lot of ways I think the new management have done the right thing - outsourced the manufacturing, driven better supply chain discipline, focused on the higher margin business. But you can't get round the fact that the cumulative profit after tax - cumulative exceptionals - cumulative capitalised development has been negative over the last 5 years. Even at £8 you are paying £260m for a company that has generated no real return for shareholders for 5 years on the expectation that future returns will be stellar. Only 3% real revenue growth raises the risk that the future for may be closer to the last 5 years rather than the future that N+1 Singer think may happen.
dangersimpson2
01/8/2017
15:12
Tom, I can understand why you might say that if you only look at the numbers. However 2H is typically much stronger for DIA. Plus there are some other significant factors.. For a YoY comparison 1H in lighting (approx 80% of Dialight business) saw revenue +23% and GP +47%. Perhaps more significantly two of their major products lines (accounting for 60-70%) of the business have been redesigned, re-featured and are in the process of transitioning to Sanmina (Dialight's outsourced mfg partner). This transition has resulted in customers deferring their orders to benefit from the upgrades. The transition of all products will complete between now and y/e so I believe we will see a 2H boost from those deferred (as well as new) orders in 2H, with the major benefits flowing through in 2018. N+1 described the results as solid and lifted its price target to £11:00. I guess you either buy into the company restructuring roadmap, which is halfway through, or you don't. My view on seeing the results was 'I'd rather be sitting long approaching 2018 that short'. Ennismore are the only declarable shorter at the moment and they have sat on that position for 2 years this month, as all others made for the exit. I find it interesting that they have taken a further 0.3% short last week (and I suspect more today) driving the share price down. Either they don't believe in the turn-a-round story or they are taking the price down as part of a plan to reduce their exposure and limit their losses. It would not be the first time they have 'flipped' (see below) Short Position Ennismore Fund Management Limited 1.82% 28/07/2015 Ennismore Fund Management Limited 1.97% 10/06/2015 Ennismore Fund Management Limited 2.12% 02/06/2015 Ennismore Fund Management Limited 2.04% 26/05/2015 Ennismore Fund Management Limited 1.81% 19/05/2015
bbbbb
01/8/2017
14:49
IMHO management's H1 audiocast was very positive hxxp://edge.media-server.com/m/p/uo6hck2m N+1 Singer EPS forecasts are: 2017 38.7p. 2018 50.8p, 2019 61.3p PERs at 850p are: 2017 22x, 2018 17x, 2019 14x IMHO the fundamental growth story is very good, strong cash generation and balance sheet. Also looks low risk. Weaker US dollar a small negative. Annual results in Jan 2018 likely to be very positive. Plenty of scope for upgrades next year + div and/or buy backs. Maybe not cheap as chips....but you have to pay up for quality.
chasbas
Chat Pages: 133  132  131  130  129  128  127  126  125  124  123  122  Older
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