Domino Printing Sciences Share Discussion Threads

[spinkydink] 09/8/2006 17:31

Good day after the XAR effect!

[cambium] 20/7/2006 22:33

Tghis is getting ready to pop!

[jungle jim] 30/6/2006 07:10

Whoops.

"We have invested further during the first half year in both our research and
development capability and our Track and Trace business, the activities of which include the deployment of RFID. We are encouraged by progress and in the full year expect to spend the additional #2.5 million that we set aside at the start of the year for these activities."

From this weeks 'Computing'



Tesco takes stock after RFID trials hit problems
Nationwide rollout to be delayed by several years

Dave Friedlos, Computing, 29 Jun 2006

Limitations with radio frequency identification (RFID) technology have delayed a nationwide rollout at supermarket giant Tesco by several years.

Tesco had planned to install RFID tags and readers in 1,400 shops and 30 distribution centres by the middle of this year, but has so far completed just 40 stores and one depot.

Instead of tagging individual products, it will now permanently tag transport items such as cages and trolleys and install the technology over several years.

'We only got so far with the trials, but it proved RFID works. The new phase will build on this,' said a Tesco spokeswoman.

The supermarket says it has struggled with radio frequency standards, a high concentration of readers in the warehouse that affect performance, slow read speeds and low tag quality.

Peter Harrop, chairman of RFID research specialist IDTechEx, says Tesco may have bitten off more than it could chew.

'A lot of rollouts have had problems with one reader interfering with another because retailers are using UHF bands that are not as efficient,' he said. 'Europe also has hostile radio regulations.

'Tesco was a market leader, but they are backing off and other companies like Marks & Spencer are roaring ahead,' he said.

An Asda spokesman says it is taking a cautious approach to RFID after recognising the challenges of launching it in Europe.

'The initial implementation will be within our own four walls,' he said. 'No suppliers will be involved at this stage.'

[wcjan25] 28/6/2006 08:38

angora- technically speaking (i'm a chartist), now would be the wrong time to sell i think (subject to whether the entire market craters) - after a long period of consolidation, it looks like breaking out of a rough cup-with-handle formation. this should see a move of 50p to about 330p

stick your limit sell there

[angora7] 27/6/2006 11:56

Thanks for input wc, will look into the rfid aspect, but on top line results, how can you say decent growth? 9% rev growth, of which 4% came from currency fluctations, and 2% from an acquisition; that only leaves 3% for organic lfl, or am I missing something? I'm getting a bit frustrated with this share, bought in 16 months ago thinking they might be another XAAR and am now sitting at break even(+ whatever the yield is). And I haven't understood the share price movement in the last 16 months. ATM just looking for the right time to exit so that I can use the money elsewhere.

[wcjan25] 27/6/2006 11:23

angora

no sign in the results in any slow-down caused by RFID eroding core demand, which is one of the reasons dno shares have not broken higher

quality company. decent growth for this p/e. no debt. decent yield. looking like a good one to me

[angora7] 27/6/2006 10:28

Well, market seems to like results but I can't figure out why. Maybe they were expecting a decline???

[cambium] 27/6/2006 09:43

yep.

"Demand for our products remains strong. We expect to enhance our product range
further in the second half of the year. We are well placed in our markets and we look forward with confidence."

[wcjan25] 09/6/2006 08:33

amidst the market turmoil,dno is builing a nice chart

looks set to break out soon with target +50 points

[angora7] 30/5/2006 17:39

Interims Results should be out soon. Last year notice was given on 13 June and interims were out on 28 June, so not long to go now.

[maxwellman] 07/4/2006 11:18

anyone got a target

[grigor] 22/3/2006 20:08

Domino Partners With SYSTECH International To Deliver Full Track And Trace Capability For Pharmaceutical Manufacturers

21st March 2006 - World-leading ink jet and laser manufacturer, Domino Printing Sciences plc and SYSTECH International, the leading provider of Packaging Performance Management solutions have announced an agreement that will combine Domino's marking and coding solutions and SYSTECH's TIPS Serialised Product Tracking solution.  As a SYSTECH International Authorised Solutions Provider, Domino will provide pharmaceutical manufacturers with a comprehensive end-to-end solution to combat counterfeit product and increase patient safety.

"Combining SYSTECH's TIPS Serialised Product Tracking solution with Domino's core marking and integration capabilities provides customers with quality solutions that can be delivered on a global scale," says Simon King, director of Domino's Integrated Solution Group. "The comprehensive solution will allow pharmaceutical manufacturers to significantly increase patient safety and combat counterfeit and diversion challenges."

Various coding formats are supported, ranging from bar code and Data Matrix to RFID.  The addition of in-line verification and tag reading capabilities, coupled with failsafe data and product tracking control ensures that customers are presented with secure systems representing the best technologies available for application at the point of manufacture.

"The partnership is a natural fit for both Domino and SYSTECH," says Robert DeJean, president and CEO of SYSTECH International. "The agreement leverages Domino's expertise in coding and marking technologies with our track and trace technologies to deliver an integrated solution that enables pharmaceutical manufacturers to authenticate product across their supply chains."

Both companies have deep experience within the pharmaceutical industry, providing solutions that are fully compliant with the requirements for 21 CFR Part 11 and further supported with GAMP validation packages.

[shuisky] 21/3/2006 20:24

I've no idea what's been going on in the share price movements of DNO recently, it is extremely bizarre. I would only speculate that the recent sharp one-day slides followed by one day sharp spikes have MM shake out written all over them.

Today we saw a host of small sells followed by a couple of large (for DNO) volume-weighted trades before the close. I'd say the 25k @ 282p trade was defnitely a buy. As for the 38,705 trade, I dunno.

[rrogans] 21/3/2006 13:53

Anyone using this board at the moment? Interested if there are any views on the recent strength of the price. I held until today since my target had been reached, but I have always considered DNO to be a possible take over target.

Volume was high yesterday - although not so great today. I suppose that could point to an institution taking a position.

[cambium] 03/3/2006 13:24

The following awards of Domino ordinary 5p shares ('Domino shares') have been
made to the Directors under the Domino Long Term Incentive Plan (LTIP).


Nigel Bond 31,127
David Cope 15,564
Andrew Herbert 15,564
Garry Havens 15,564


These shares will be held in trust until 2009.

[shuisky] 20/2/2006 17:44

yes i hold, but then i have done for years. I simply do not accept that the share price reflects the track record of this company, nor the free cash flow that it generates. There are exciting growth drivers for this business, and you simply do not find growth companies generating this kind of free cash flow.

Normally, when you find a growth stock, it's loaded with debt, makes no FCF, and has unproven management. This stock has 'cash cow' characteristics with growth prospects, and is rated too cheaply, IMHO.

[maxwellman] 17/2/2006 16:14

bit more volume today - any other holders out there?

[maxwellman] 17/2/2006 14:16

large buy 881,966 @£2.70 = £2.3m --- does someone know something?

[maxwellman] 17/2/2006 13:44

slowly rising - are there any truths in a potential take over bid - all buys today although small amounts

[grigor] 06/2/2006 21:05

Fighting fake viagra!

[grigor] 03/2/2006 19:39

DIS to deliver tailored integrated solutions

With the launch of its Integrated Solutions Group, Domino Printing Sciences has signalled its intention to win a significant share of the fast-expanding worldwide market for product and asset traceability systems, including RFID (Radio Frequency Identification) and other related coding technologies.

Operating on a worldwide basis, the Domino Integrated Solutions Group will provide manufacturers with a complete range of services to integrate track and trace technology into the supply chain, including total turnkey solutions combining RFID and composite coding with existing manufacturing and distribution systems. The emphasis will be on helping companies assess what RFID and related technologies can offer them to deliver tailored solutions: Domino Integrated Solutions Group customers will have access to consultancy, project scoping, definition, design and management, networking and data management, and hardware/software installation and support.

...

[cambium] 29/1/2006 19:27

XAR or DNO that is the question

[grigor] 27/1/2006 21:31

Harris Associates up to 3.21%

Value investors

[cambium] 26/1/2006 14:59

Not so flattering article in the FT yesterday