Buy
Sell
Share Name Share Symbol Market Type Share ISIN Share Description
Dialight Plc 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
  0.00 0.0% 258.50 250.00 267.00 270.00 268.00 269.00 3,698 16:35:09
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 151.0 -12.5 -49.8 - 84

Dialight Share Discussion Threads

Showing 2926 to 2948 of 3550 messages
Chat Pages: Latest  118  117  116  115  114  113  112  111  110  109  108  107  Older
DateSubjectAuthorDiscuss
21/1/2015
12:59
cellars: Thanks for input. I cannot fault you (also agree with your last paragraph - I bought back in April 07 so I suspect you bought some 25-30p better than I. However we have both seen them substantially higher - I always have to kick myself to sell if I suspect the share price is going to continue falling and remind myself to lock in a profit (if there is one !! or minimise the los !!) The problem with DIA as we have both identified is that while revenue is growing profit growth is not as fast and competition in LED is increasing. Hence my difficulty in trying to assess a fair value and p/e - I suspect given pressure in the market place a forward p/e in the region of 14 might be more appropriate which if eps estimates for 2014 are correct would imply a share price closer to £5.80 - £6.00 (edited to correct based on refs 2014 estimated eps of 38.4p) .
pugugly
19/1/2015
18:41
Shorters taking advantage of a downgrade? About 4.5% of shares shorted by Ennismore, Blackrock etc.
tompion
19/1/2015
17:41
All looking good here.....led market has not even scratched the surface yet and dia are in a very highly regulated market place. Not sure about the last trade 19 shares a negotiated trade @742p your having a laugh.
beeezzz
19/1/2015
16:12
I meant PER of 16 in my last post
imranawan
19/1/2015
16:11
Not a current holder of Dialight but have been watching the share price for a while. I agree the current PE is too high at 20, but I think this should be in the bag based on the TU issued on Friday. Consensus broker forecasts for 2015 suggest 48 EPS which would bring down the EPS to around 16. I think any upside in share price is based on them increasing EPS by around 30%. Whether this is achievable or not I don't know, but I agree operating margins seem to have been squeeezed considerably in recent years.
imranawan
19/1/2015
15:24
Trading update not encouraging (imo) - Like the stripper what is revealed is interesting - sales up - but what is concealed is critical - MARGINS - CASH FLOW - POSITION OF ORDER BOOK - The question that needs asking is "Why have these been omitted" Consensus eps for 2014 Refs dec is for 38.4p which at 740 19.8 p/e is (imo) too high for a coy where margins seem to have fallen significantly- Why do i say that - Last year (2013)revenue £131m - From RNS Lighting revenues grew by 50% at constant currency. Within Signals, Obstruction returned to growth, with revenues up 22% year on year, similarly at constant currency, driven primarily by the US telecoms market. However (assuming my maths etc correct) and if profits in line with estimates (refs consensus eps 38.4p) profit only up by a maximum of some 26-28% Can anyone double check this guesstimate ? If correct imo historic p/e of about 20 is too high for a coy facing increased margin pressure and I would suspect a futher fall in sp (imo dyor etc) Declaration still hold some having sold most higher up - was thinking of getting back in but now on wait and see list.
pugugly
19/1/2015
14:19
Oriel cut their EPS forecasts by 15% and 25% for 2015 and 2016 apparently. They changed their minds quickly. Only initiated with a buy in December.
megabear
19/1/2015
10:20
Cut from Buy to Sell at Oriel this morning.
megabear
16/1/2015
13:02
31p to 39p eps I think
gnomet2
16/1/2015
12:57
but the spread of broker forecasts is tight so it may be that the company feels the market is already well informed.
cellars
16/1/2015
12:01
Revenue growth as usual but marked lack of detail compared to last year - specifically net cash and profit guidance figure.
gnomet2
16/1/2015
07:25
Trading update - things going well - will meet market expectations for 2014.
tompion
05/1/2015
23:08
Yes, and they gave full year profit guidance then too - so useful.
gnomet2
05/1/2015
16:55
Very quiet board at the moment - I think there was an update on 8th Jan last year - may be an update this week??
tompion
18/12/2014
12:56
I used to hold DIA which is why I read this article. May be of interest to some here. hTtp://www.shareprophets.com/views/9611/dialight-here-we-go-again
v11slr
10/12/2014
15:15
hTTp://www.intercooleronline.com/stocks/dialight-plc-earns-buy-rating-from-oriel-securities-ltd-dia/153086/
beeezzz
26/11/2014
16:22
Nice 60k trade @759p someones got some cash is that hvs sold up your CAR.
beeezzz
24/11/2014
20:15
£ 247 market cap. U has to be JOKING. Watch out.
hvs
24/11/2014
20:13
OK. I think I’ve managed to work out what is going on – As at 31/12/12 they had net cash of £15m. During 2013 they generated £6.3m cash from operations and £1.3m from disposals (add to the original £15m and that gives you £23.2m) and spent – £9.3m capital expenditure (of which £4.4m was product development) £2.2m tax £4.6m dividend Leaves £7.1m cash reported H1/14 During H1/14 they generated £7.3m operating cash (add to £7.1m existing gives £14.4m) and spent – £3.2m working capital £1.8m tax £3.3m capital expenditure (of which £1.5m was for product development) £3.1m dividend Leaves £3m cash (£2.8m after exchange rate adjustments) We are told in the last IMS that there was net debt of £4.2m. The fact is, they’ve burned the best part of £40m cash over the 22 months from 31/12/12 to 31/10/14. That’s around £1.8m per month. Yes, a proportion of that is capital expenditure but, even then, a slug of that is for ‘product development’ which is presumably an ongoing requirement if they want to keep ahead of developments in the lighting market and the more they grow, the more ‘working capital’ they need. If they carry on at this rate, it seems to me that they’ve got to add around £20m/year of operating cash to existing income to sustain this level of cashflow. Something has to give.
jeffian
24/11/2014
17:19
LOok out halfwit is back....I'll set the dog on you hvs if you continue. Tom... Couldn't agree more...well run company that continues to innovate and keeps up with modern technology like the cloud.
beeezzz
24/11/2014
17:00
It dont look good.
hvs
24/11/2014
16:54
People misunderstand, or pretend to misunderstand, that DIA makes high-end LED lighting assemblies and not 5p LEDs. These products are for a highly regulated market where they are market leaders. Thus the striking year on year growth in this area of their business which should drive the share price over next few years.
tompion
24/11/2014
15:40
Do you lot actually read the RNS or not it states quite clearly where the funds have gone. Moving on up!!!!!!!!!!! "The Group's net debt at the end of October was GBP4.2m compared with GBP1m of net cash at the same stage in 2013. The absorption of cash reflects higher working capital due to our growth in Lighting and the increased investment highlighted above." I think the Ford deal is quite significant, will be a good sales example of the companies superb products. IC..... I thought you were an idiot and you have proved me right.
beeezzz
Chat Pages: Latest  118  117  116  115  114  113  112  111  110  109  108  107  Older
ADVFN Advertorial
Your Recent History
LSE
DIA
Dialight
Register now to watch these stocks streaming on the ADVFN Monitor.

Monitor lets you view up to 110 of your favourite stocks at once and is completely free to use.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P: V: D:20210227 22:48:12