Photonstar Led Share Discussion Threads

[chrisdgb] 28/2/2011 13:47

I missed the 200- go through at 10.5p on Friday, more volume today..

Some decent newsflow will see a good rise here..I added last week..

[battlebus2] 28/2/2011 10:51

Good find Chris still shows this is a hot sector which PSL has a part to play inn.

[chrisdgb] 28/2/2011 10:31

Interesting deal in the sector today, once again highlights the potential:

FRANKFURT -(Dow Jones)- Siemens AG (SIE.XE) said Monday its Osram unit is acquiring Siteco Lighting GmbH from Barclays Private Equity for a low three-digit million euro amount.

MAIN FACTS:

-Siteco is a leading European lighting company with a worldwide workforce of 1250 and 2010 revenue of around EUR220 million. It supplies luminaires and lighting systems for urban infrastructures such as public and commercial buildings, streets, tunnels, airports and sports stadiums.

-More than two thirds of the global lighting market is covered by luminaires and lighting systems. "With this acquisition, Osram is addressing this key market. As a leading manufacturer of lighting components, we are now also further expanding our competencies in the solution business. This applies to conventional energy-saving lighting technology and in particular to LED-based luminaires and systems, where we are expecting the greatest growth", says Martin Goetzeler, CEO of Osram.

-The transaction remains subject to approval by the relevant antitrust authorities. The parties have agreed to keep the purchase price undisclosed.

-Siteco produces luminaires in Germany and China and has over 15 sales companies in Europe, as well as a global sales network.

-The demand for innovative, energy-efficient lighting solutions continues to grow at a rapid pace. The entire market for components, luminaires and lighting systems is estimated by analysts Monday at around EUR45 billion, over two-thirds of which is accounted for by luminaires and lighting systems.

-Driven by semiconductor-based technologies such as LEDs and OLEDs (organic light-emitting diodes), the total market is likely to grow to around EUR65 billion by the year 2016.

[chrisdgb] 25/2/2011 12:56

Stock moving up now, I think they are a bit short on the books..??

[chrisdgb] 25/2/2011 08:49

Another very positive piece on the sector, wake up to the potential investors!!:

Strategies Unlimited's LED Luminaires, Market Analysis & Forecast includes nine LED lighting application segments and analysis for the period from 2008 to 2014. According to this forecast, the global market for LED luminaires is expected to grow from $3.8 Billion in 2010 to $8.3 billion by 2014.

Rapid improvements in performance and price of commercially available high brightness LED packages, heightened awareness about energy efficiency, phasing out of incandescent bulbs, and fiscal stimulus undertaken by countries around the world, created conditions for adoption of white light application of LED technology, which otherwise would have faced the low-volume-high-cost conundrum.

Quality issues that affected the market penetration of previous energy efficient lighting technologies continue to affect this market but the resolve to reduce energy consumption is likely to propel this technology to be widely commercialized and adopted by the market.

Being the most efficient light source technology for applications requiring a directional beam of light and batteries, consumer portable applications were the largest segment of the LED luminaire market in 2010. The quality of LEDs has improved to a point that performance is no longer an issue. The issue now is the price of designing LEDs into luminaires.

Color and color-changing application in architectural and entertainment applications together had revenues more than $1 billion in 2010. Residential lighting - the fastest growing segment of the market - starting from a small base, is forecast to grow at a CAGR of 44% through 2014. Global revenues for LED luminaires in commercial/industrial applications are expected to be more than $1 billion in 2011. The outdoor area lighting applications, which benefitted from fiscal stimulus and the need for energy conservation, are expected to grow at a CAGR of 38% through 2014.

Solar powered lanterns will be a low margin-high volume application assisted by NGOs and governments trying to save fuel subsidies. The revenues for this sub-segment are forecast to grow at a CAGR of 58% for the same period. LED exit signs have become a mature market in the U.S. and are in the initial stage of market penetration in white light application in egress signage lighting outside the U.S. China is the largest market as well as the largest supplier of LED luminaires.

This report is the latest in a series of reports on LED Markets. This follows the market research reports on HB-LEDs (June 2010), HB-LEDs in Lighting (March 2010), LED Lighting Fixtures (January 2009) and LED Replacement Lamps (June 2009).

[battlebus2] 23/2/2011 16:45

Pugugly nobody said this would be a quick fix and fluctuations in the shareprice are only to be expected.. I'm here for the long term which will be rewarded. Not under any illusions fundraising etc as to what is needed to put this company on track.

[chrisdgb] 23/2/2011 16:24

nice buy ticked through, watch for the upside..

[pugugly] 23/2/2011 08:29

Or poor news and fall - Market very thin and does not appear to be able to handle volume

[chrisdgb] 23/2/2011 06:20

Lost in a vacuum at the moment, really need some decent news and we will quickly move back towards the 14p level..

[pugugly] 22/2/2011 16:56

Continuing to fall back - Now below the rights price. No news from the companies. Very quiet thread - Has everbody moved on ?

[pugugly] 18/2/2011 14:54

empirestate:> I cannot see why there should be any support. Both companies were loss making prior to the reverse takeover. Given the running rates of losses at Enfis there must be significant rationalisation costs to be incurred and (at this stage no indication that the products can be turned round to produce bottom line profits)PLUS maybe some of the old Enfis holders may want out ay any price.

OK ProtonStar has some very nice products but they are selling into the new build and refurbishment markets which so far as I can see from most announcements in that area are suffering severe cut backs in budgets PLUS major companies eg Connaught and Rok going into liquidation.

We should also be due an IMS - in fact I think it might be overdue but have lost track as to when it should be due given the corporate activity.

Any other thoughts ?

[empirestate] 18/2/2011 14:20

blimey , this is looking pretty sick, reminds me of the STEL graph last year. looks like there is no support yet.

[battlebus2] 14/2/2011 11:48

More 50k trades today.

[chrisdgb] 08/2/2011 08:55

will have a look for the article....Liberum traded 625,000 in total yesterday...nice platform to move upwards..

[husbod] 07/2/2011 17:41

At least we are getting some volume now and the spread is much healthier.

Can't seem to get much out of that earlier link but would be interested in knowing the identity of the top 4 growth companies chrisdgb - could I trouble you to mention them.

Reckon DN is far too busy with IQE at the moment Mike_F but if this share performs half as well as IQE I reckon we will all be pretty happy.

[chrisdgb] 07/2/2011 12:31

Another big chunk just traded, Liberum doing the business....

[chrisdgb] 07/2/2011 10:40

decent 50- buy just gone through, long overdue a decent bounce here....

[chrisdgb] 04/2/2011 09:31

I hadn't realised from the Real Business post earlier that the company had been voted NO 5 in Top 25 growth companies....I see from the website that they are also recruiting sales personnel..

[mike_f] 03/2/2011 15:01

I wish Drew Nelson would focus his attention here a little more, it seems to be all IQE over the previous months/years. Maybe that will change from here on in?

[pugugly] 03/2/2011 11:35

Price being walked down - Looks as though MM's either have some placing stock on their books and want to clear or they know of a big overhang, possibly an Institution trying to clear their old Enfis holding. - Impossible to call (imo) Any views ?

[chrisdgb] 03/2/2011 09:35

nice narrow spread should encourage some buyer...!!

[chrisdgb] 02/2/2011 16:23

Topped up today, price movement is just like the good old days...!!

Some contract announcements would be good..

[chrisdgb] 01/2/2011 15:11

Thanks for the post, better volumes here today..

[garbil] 01/2/2011 14:57

From Real Business WebMag


THE GROWTH ELITE

PhotonStar

Romsey-based PhotonStar, set up by physicists James McKenzie and
Majd Zoorob in 2007, designs and manufactures eco-lighting. Its Light
Emitting Diode (LED) products are an environmentally friendly alternative
to light bulbs and fluorescent tubes; they can last as long as 100,000 hours and can be up to 20 times more efficient as ordinary light bulbs. Sales at PhotonStar have increased by a factor of ten over the past year.

Analysts' forecasts reckon that global LED product sales will
reach $22bn in 2009 and $33bn by 2013, so this is a market worth gunning for.

[battlebus2] 30/1/2011 19:26

Pugugly i was told that Enfis was on track to return to a small profit in fy 2011 not withstanding market conditions. That was ofcourse before Photonstar but i would expect the combined company to certainly show a loss for fy 2011 but to be in a position where current trading will be in profit. Time will tell.