Dialight Share Discussion Threads

[km18] 16/2/2022 17:39

...from last year...

Company overview:Dialight is the world leader in LED industrial lighting technology, with more than 50 years of history, currently operating in more than 10 countries. The company has 2 business lines- Lighting, and Signals and Components. The former is focused on LED solutions and industrial applications, and the latter on status indication components for OEM, industrial,  automotive and traffic signals markets. Dialight’s ambition is to provide the most energy-efficient and reliable LED solutions on the market. The company operates in specific niches where hazardous location certifications are required. Recent estimations give DIA the highest market share in industrials at 32%. Expectations are that additional £2bn market can be reached by segmentation of market and development of new products. The presence of one acquisition over the past 5 years and high levels of CapEx are clear sign of organic growth.
Dialight has had rough 2 years, with net losses at the end of both 2020 and 2019, due to lower revenue and litigation issues with former outsourced partner. In addition, gross profit margin for 2020 was also down compared to 2018 and 2019, caused by the pandemic environment. 2021 started on a more positive note, with their first update in May stating trading is line with expectations and orders are actually ahead. They increased inventory foreseeing material shortages. In their latest trading update, DIA is confirming an order growth of 23% and revenue growth at 17%. More good news come from the fact that company has returned to underlying operating profit of £1.5m for the H1 2021 and is looking forward to two new product launches in H2. Expectations for the full year are not changed, which is something to be aware of, as trading is obviously good....from WealthOracleAM

[tradertrev] 01/9/2021 08:05

The chart looks great, but this company needs to change its status as a serial disappointer for many years now.

[davr0s] 31/8/2021 18:51

Nice move today

[bountyhunter] 30/8/2021 08:03

Added the latest Dialight price at the top of the thread - which will update during trading hours.

[kaffee] 03/7/2021 07:33

For those of you that like this sort of thing... isn't that one eff off bowl forming on this chart from 2017 highs?

[typo56] 03/6/2021 18:18

I see DIA is being kicked out of the SmallCap index. Lack of liquidity?

[gswredland] 03/6/2021 10:27

Thanks sphere
The tone of announcements from them has been changing recently and could bode well

[sphere25] 02/6/2021 12:23

Watched DIA for years and they have a knack of disappointing - Profit Warning Central.

That said, some interesting activity here and it looks like some keen buyers in the market who have just picked up the full 8.8% position of DBAY.

Normally that kind of buying is a precursor to a pop higher, but you can never be sure with the likes of DIA.

Still, it is something of note for anyone watching or any holders (speculate away) - DIA can move 20p in either direction on nothing volume so any short term traders beware too!

All imo
DYOR

[thewheeliedealer] 26/5/2021 19:41

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and DIA was one of the Stocks we discussed, and I think it has a lot of potential as a Recovery play, although neither of us hold it at the moment.

We also discussed a lot about Markets and the outlook for Summer and into the Autumn, and as always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management (and without doubt some important psychology stuff always creeps in).

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify, Podchaser etc. you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 49) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, with the intent being that it is like you are eavesdropping on us having a chat down the local boozer.

Cheers, WD
@wheeliedealer



And you can hear it on YouTube here:

[sharw] 14/5/2021 10:08

Yellowstone - it is easier to change before posting - just capitalise one of the first five letters thus:



Thank you for making the recording available - I missed the first 7 minutes because it took me that long to access zoom because it was, as usual, a pain - kept on putting me back a screen at the password stage. I don't know what Tomps uses for PIWorld but it is much better than zoom.

[onjohn] 14/5/2021 08:23

varies30 Mar '21 - 13:13 - 3366 of 3372
0 0 0
It is difficult to find much encouragement here and the dreadful Covid figures for Mexico make our prospects worse.
I wanted to watch the Video presentation for the full year results but found myself watching that foe the first half year instead. Behind the figures were images of cardboard boxes stacked in a warehouse and a curious film of rubble being poured over an electric light.
I had hoped for images of a manufacturing process. I found the CEO uninspiring.



Lol

[yellowstoneadvisory] 14/5/2021 08:17

Here is a link to the recording

hxxps://youtu.be/8K9Wb0U4nhA

And there is a write up here

hxxps://www.yellowstoneadvisory.com/post/dialight-turnaround-story-gathering-momentum

[pugugly] 14/5/2021 07:43

Looks as though the webinar had as much oomph as a sack of wet cow dung - share price falling back again.

I was unable to access - Can anyone who listened able to comment?

[yellowstoneadvisory] 12/5/2021 06:32

Looking for a turnaround story? Then come along to the #DIA webinar today at 5pm. The chair and CEO will talk through the recently released results (30/3) and the strategy to improve profitability.
Register: hxxps://us02web.zoom.us/webinar/register/5816170860545/WN_GytV-Z6wRaaVa9wBGEVoPg

[yellowstoneadvisory] 10/5/2021 10:44

Reminder - webinar this Wednesday at 5pm

hxxps://us02web.zoom.us/webinar/register/5816170860545/WN_GytV-Z6wRaaVa9wBGEVoPg

[yellowstoneadvisory] 12/4/2021 10:51

Chair and CEO at Dialight will talk through FY results (released 30/3) and the turnaround story. Its been a trick year but costs have been taken out and they are seeing a post Covid pick up in sales. It’s a largely fixed production cost base so incremental sales drop through to profits pretty quickly. Plenty of time for Q&A
Register: hxxps://us02web.zoom.us/webinar/register/5816170860545/WN_GytV-Z6wRaaVa9wBGEVoPg

[varies] 01/4/2021 10:12

For better or worse I have sold most of my shares at 258p.
I see better prospects elsewhere.

[varies] 30/3/2021 12:13

It is difficult to find much encouragement here and the dreadful Covid figures for Mexico make our prospects worse.
I wanted to watch the Video presentation for the full year results but found myself watching that foe the first half year instead. Behind the figures were images of cardboard boxes stacked in a warehouse and a curious film of rubble being poured over an electric light.
I had hoped for images of a manufacturing process. I found the CEO uninspiring.

[mach100] 30/3/2021 08:07

Ohh a jump this morning which can only be a relief one. Maybe a ray of light for holders?

[mach100] 30/3/2021 07:08

Agreed Pug. The Board are a bit dim tbh. Gonna torch my holding as after every update it seems more gloomy. The debt reduction is good of course. On the face of it I best cut and run while there is still some battery life left in my holding.

[pugugly] 30/3/2021 06:17

Yet another disaster - This is like watching a house crumbling as built on sand - slow and progressive -



Can anyone see light at the end of the tunnel?

[pugugly] 19/3/2021 19:05

Mach100 - Just dropped into their website to see if I was wrong re 3360 = Site review totally endorsed above opinions - One of the worst self puffery ones (imo) that I have come across recently -
Board is missing the key position that every company should have -SALES and or MARKETING Director/s

Also no reference that I can find to analysts that cover the company - nor any reference to brokers - OK Not an AIM stock so not subject to AIM regulations BUT,,,,,,,,,,,,,,

[mach100] 09/12/2020 09:58

Agreed Pug. Can't be long before the lights go out on this one. It seems unable to manage events and I doubt we will see 6 quid again not to mind 12 pound. Gloomy.

[pugugly] 09/12/2020 09:35

Yet another poor trsding update = Come vulture fund and put this manky dog out of its misery