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
  -1.00p -0.29% 341.50p 333.00p 350.00p - - - 25 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 169.6 7.4 16.4 20.8 111

Dialight Share Discussion Threads

Showing 3301 to 3325 of 3500 messages
Chat Pages: 140  139  138  137  136  135  134  133  132  131  130  129  Older
DateSubjectAuthorDiscuss
23/10/2017
21:12
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
14:56
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
13:39
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
12:16
Got to agree with that view.
meijiman
23/10/2017
11:26
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
15:55
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
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
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