Dialight Share Discussion Threads

[pugugly] 06/4/2019 11:20

Competiton is far more intense that it was back in their glory days and their customers having now trialed new suppliers, having been let down by DIA, may well not return - A classic example (imo) as how diabolical (with hind-sight) managment decisions and failure of the then managment to comprehend the execution risk and keep on top of it brought a potential world leader down.

[napoleon 14th] 06/4/2019 01:46

SCSW waxing lyrical about DIA today...

Not unreasonable as the problems are being addressed.
DIA's main market is in US$ ( far from Brexit ).
LED market in a fast growth phase for a few years yet.
They could well recover to what they were IMO.
I don't hold any for now.

[beeezzz] 01/3/2019 20:59

Dividend might help...

[napoleon 14th] 28/2/2019 18:01

N1Singer had a note out on DIA this morning, maintain buy with tp 525p.
They have eps = 34.8p this year, 48.6p in 2020.

[pugugly] 25/2/2019 07:38

p/e still over 20 - Making progress but slowly - rating still too high (imo) Growth of competitors and difficulty (again imo) of regaining the trust of customers lost to competition.

[cottlet] 21/12/2018 19:06

tick up today
I wonder why?

[pugugly] 06/12/2018 13:50

Trading update - We are still in a mess - Do not know when we will have sorted out the supply chains - Not sure how much business we have lost permently to competitors - Will probably not meet market forecasts plus potentially a heavy hit on pensions

Anyone any idea when this will be investable again and at what SP? A forward p/e of 10 feels about right (imo)

[beeezzz] 09/11/2018 22:00

Where is the share price going in the mean time..that's the ???

[ledguy] 09/11/2018 01:07

Tough situation. Correcting a bad strategic decision will take time and effort. And profits for some time. Still has great potential.

[beeezzz] 08/11/2018 21:29

CEO has made a complete bulls up of a well run inventive company, I assume he is an accountant...good with spreadsheets, no understanding of engineering.

Expect he'll get his bonus for being useless like most CEO's rewarding failure seems the norm...

[pugugly] 07/11/2018 08:49

They seem to have taken their eyes off the 3 key points - R&D, production and sales -
Could this be long term TERMINAL?
The market is very very competitive and they seem to be falling behind in all areas -

Declaration - Held but fortunately got out soem time ago as lost confidence in the then management -

[dexdringle] 07/11/2018 08:32

The amazing thing about DIA is not that they are now £3.50 a share - it is that they were £10 a share less than 18 months ago.

What a shambles.

[ledguy] 28/9/2018 11:36

They went in the wrong direction by outsourcing but now pulling back. Might take a few years to get back to where they were but no choice. A lot of infrastructure was destroyed in the process and margins took a huge hit. BOD was sleeping while this took place! Not a quick recovery but good 2-3 year bet!

[dexdringle] 28/9/2018 08:24

Honestly. These people couldn't run a bath.

[napoleon 14th] 27/9/2018 22:46

Give the new CEO time to kick out the jams, brothers & sisters.....

Not pleasant if you bought on Monday, as I did, but that was only a sliver of shares - c. 1% of my PF, so I won't panic even if things are rocky early doors.

Next results/progress report might well show this business is being kicked into shape at last. Here's hoping they get it back to how it was five years ago, & if it takes a year or two, that's OK.

[bookbroker] 27/9/2018 20:22

Out of hours update never received well, dump in the morning despite statement suggesting a more secure supply chain!

[kemche] 27/9/2018 19:08

No one looking o'clock RNS - bodes well.

[napoleon 14th] 24/9/2018 17:11

Bought a few - I like the chart's potential which should happen if improvements really follow.

[bountyhunter] 30/7/2018 11:39

sub 400 for that, not convinced yet but may be heading back in the right direction before too much longer

[volsung] 30/7/2018 09:33

Maybe a buy around here. Double bottom anyone?

[cascudi] 19/6/2018 14:11

Big trade today

[frazboy] 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