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
  +6.00p +1.27% 480.00p 476.00p 480.00p 480.00p 473.00p 474.00p 33,531 12:51:11
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 181.0 3.0 4.8 100.0 156.10

Dialight Share Discussion Threads

Showing 3351 to 3373 of 3375 messages
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DateSubjectAuthorDiscuss
15/5/2018
16:01
And the share price is back to whence it came. No surprise there, without some form of corporate activity to give some support
frazboy
10/5/2018
16:34
Someone drank the coolaid and bought 2m shares? Wow. The outsourcing actually hurts their ability to be sold. Cost to pull out of Sanmina would be significant and cause more delivery/inventory issues. This is a long haul stock!
ledguy
10/5/2018
15:54
Fair point ledguy, but there were 1.93m traded yesterday which is far, far above average. Agree, they're expecting a brighter second half, but the first half will be rough, cash outflow, and possibly an operating loss. And a currency heading of perhaps ~8% too. "Expect to limp along until bought by a larger company": Possibly a bid candidate?
frazboy
10/5/2018
15:31
If I buy 100 shares for twice the price, does that mean the stock is up? Look at volume also as well as price. Very little trading = volatility. Recent news shows nothing new to fix problems. Same strategy that didn't work two years ago and they are still looking to outsource. Platform engineering is a lot of BS. Can't standardize in the market they are in. They win business by making specials and reacting quickly! Expect to limp along until they are bought by larger company. They lost their technical team and key personnel, so no doubt the overhead is down and profit improving but for all the wrong reasons!
ledguy
10/5/2018
15:06
7.5% up on the day, anyone know why?
frazboy
17/4/2018
08:50
nothing too noteworthy in the update this morning, except perhaps the build up of inventory ("During this period of transfer we will be holding higher inventory levels to support the business") and no mention of the company's cash situation, which typically, they state is good. could just be an omission though, but, i can't help but feel that this company's share price has held up remarkably well.
frazboy
26/2/2018
20:20
Presentation now available at: hTtp://edge.media-server.com/m/p/eps7a8rm Quite upbeat about it being a solvable problem with detail of action being taken - possibly analysts' reaction to this has helped the turnaround from negative first thing to up at the close.
sharw
26/2/2018
15:59
Mach - and the most remarkable thing is, the shares are now up! I was previously considering this company for a short, but the appearance of the activist investor has put me off. Once I've listened to the webcast I may change my mind.
frazboy
26/2/2018
09:11
Good summation Frazboy. I am surprised they didnt sink further. I bought in at 600p recent;y for a punt in the hope the bad news was in the price. 'Fortunately' they didnt pay a divi last year either or the share price would have been hammered on the back of a dividend cut I feel. The CE hasn't had long to get to grips with this but is at least putting his boots on the ground. NOthing in today's results lends me any confidence that we won.t have a PW for H2 and that must be a huge cloud over the share price
mach100
26/2/2018
07:53
FY results today, nothing too surprising in there in terms of the numbers, but the tale of woe from the transfer of the manufacturing facilities is perhaps even worse than anticipated, and they are planning to move a couple of the lines back to their original manufacturing plant in Mexico: "the second key step is the removal of complexity from our manufacturing partner by transferring the more complex product types back to our Ensenada, Mexico facility, where we have retained assembly capabilities. We feel this will significantly help the overall production throughput at our manufacturing partner" Guidance is... well, vague, pointless almost, they're merely saying H2 will be the stronger half (surprise, surprise). Notably the results say nothing about being cash flow positive only "cash positive" (I need to reread though) I would expect the shares to open down - the purchases by the activist share fund, and the directors are a little bewildering.
frazboy
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
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