Dialight Share Discussion Threads

[beeezzz] 29/10/2013 17:29

3d....I agree....day chart shows theres still buying after lunch, maybe US seeing greater opportunities here. The lower the share price goes the greater chance of being taken over.

[3dwd] 29/10/2013 11:42

No room in this mktfor disappointment ... I maintain my view .. 33 x is too high .. Selling more

[beeezzz] 29/10/2013 11:06

Standard Life Investments Ltd adding, somebody has faith in the company, whether it drops out of 250 or not. Even if private investors do not, wouldn't surprise if MM are lowing the price to pick up cheap stock to fill the order.

[beeezzz] 27/10/2013 22:07

3d....Not sure about strong sell, out of 5 brokers 4 strong buy and 1 neutral. You have to remember DIA are at the cutting edge of LED design, and are in a niche highly regulated sector, which means less competition and higher margins. Unlike the big players who are going for high volume low margin consumer products.

330k of shares is a lot for the market to soak up, but when there gone getting in could be far more expensive, with only 33m shares available.

[wylecoyote] 27/10/2013 14:22

3dwd,I could have said the same about ocdo and asc. However the growth story here was actually underpinned by growing earnings. Yes, they appear to have hit a plateau. 600.0p seems a little excessive when taking into account their track record. A range of 800-1000 seems sensible until there is more clarity.

[3dwd] 27/10/2013 13:11

Strong sell....7th November ...shareprice is far too high...33x ... put it on 12 x ...600p .. fair value ...will sell more tomorrow.. ozram ..GE ..Philips lighting all entering their space ... hmmmm ...

[wylecoyote] 26/10/2013 16:41

Beeezzz, I completely agree but looks as though the market is turning against Dia.. However, I am gearing up to take advantage on favourable news, etc.

[beeezzz] 26/10/2013 11:44

WyleC....I think your right, looks like falling out of FTSE 250, tracker funds selling early. It will take a major order for them not to fall out.

Will consider my position after end of month, which tends to distort the market, sitting on a large profit here, been star performer in my SIPP so reluctant to sell. LED market is still buoyant, companies are not grasping the real benefits IMO.

[bones] 25/10/2013 22:10

Decided to let go of my "half-sized" holding. Bought speculatively as it showed interest at £12 a couple of weeks back but it's fizzled away in a strong market. Maybe it wasn't helped by the less than inspiring outlook by Cree Inc yesterday which cut 15% of that stock's price, albeit they are targeting the general public through Home Depot rather than hazardous industrial environments!

I still like the LED story here but there is too much uncertainty with the timing of the turnaround of the obstructions business. I'll wait for clarity.

[beeezzz] 25/10/2013 14:12

Dialight shorted by 5 fund managers.

[wylecoyote] 25/10/2013 11:23

beeezzz,

that must have been a sell?

[beeezzz] 24/10/2013 16:40

Nice trade 335k @1193p

[phoenix1234] 21/10/2013 08:05

evil again...

www.shareprophets.advfn.com/views/2074/evil-knievil-horsey-triumphs-avanti-and-dialight

[beeezzz] 16/10/2013 11:46

Well amazing how one article makes some investor head for the exit, Hmm.. although at this Mcap they certainly will be dropping out of the ftse250, that maybe what they are betting on.

[tompion] 15/10/2013 18:42

..the story says the bear raider Evil Knievel is shorting with the target and Share Prophet's commentator agrees.

[dahhad] 15/10/2013 17:20

Negative comment in Share Prophets with a short target of 600!

[beeezzz] 15/10/2013 16:38

Up down up down, maybe a big seller today double average volume traded.

[dahhad] 15/10/2013 16:29

Lights out!

[beeezzz] 14/10/2013 11:44

MM's must have shifted all the sells after IMS, very little stock around will squeeze this higher.

[dewtrader] 14/10/2013 10:11

once u pop u cant stop

[dewtrader] 14/10/2013 10:03

kiss £13 soon enuf boney

[bones] 14/10/2013 08:37

Based on the action of the tape, I've dipped back in here at £12 with a half sized position for me. I'll add more when some more positivity turns up on obstruction!

[dewtrader] 14/10/2013 08:33

here comes the honey

[beeezzz] 12/10/2013 16:49

Biggest problem is where else do you put cash, if you want some form of return, better left in a dividend paying cash rich growth story, this is just a hiccup.

Dew...I agree these companies have few options with which company they go with due to the regulations governing the industry, so 2014 should be far better.