Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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If last summers AGM is anything to go by shareholder apathy is clearly evident. A friend went to this poorly attended gathering and this was just after two share drops of over £2 in quick succession and the CFO falling on his sword with a handsome payoff. Not one question from the floor to the BOD regarding these issues and the BOD clearly delighted with their efforts!! They get paid handsomely for success or failure it would seem ,so is the share price of concern to them? The plan seems to increase the size of the company. Is bigger always better and more profitable?
They did draw down 8m of a 25m banking facility earlier this year, so this may account for the net debt of 4m vs. net cash of 1m this time last year, however, looking at the half year report, gross profit increased less than sales, admin expenses went up by a massive 1.4m of which there is no explanation for and 700k was spent on severance or restructuring costs. Seems they like spending the cash at the moment! Overall Basic EPS was down too, I thought it was amusing how they promote underlying EPS in the headline of the report. I have invested here before as I really like the product, the numbers just aren't doing it for me and as you said, £7 is nearly here, not sure if I'll invest again until I see the next set of numbers.
Time to leave I fear.Two years ago share at £14 with lots of cash in the bank, now heading for £7 with over £4 million of debt.Something is wrong somewhere. A vanity project run for the benefit of the board. Very disappointing
DIA managed 8 straight days achieving -12% in that time
http://www.pddnet.com/news/2014/09/ford-invests-future-new-led-lighting-manufacturing-plants Good endorsement for dia
Faraday just published a research note on DIA. I think their research is applicable to PPIX, which I think is a cheaper stock to take advantage of improving LED market.. PPIX results due tomorrow could prove just their point in improving LED market..tomorrow could show possible break-even, or profits.. check this out http://goo.gl/fevhPI
Also check this site out as it has access to 2 million members if the idea is taken on, the gov, epetition doesn't have enough publicity at the moment, to get a viable number of signatures. http://38degrees.uservoice.com/forums/78585-campaign-suggestions/suggestions/6122384-petition-government-to-ban-short-selling-of-uk-lis
http://www.marketwatch.com/story/dialight-launches-new-low-profile-led-linear-luminaires-2014-07-08 Dialight Launches New Low Profile LED Linear Luminaires New Low Profile Linear Now Available for Industrial and Hazardous Locations FARMINGDALE, N.J., July 8, 2014 /PRNewswire/ -- Dialight /quotes/zigman/325210/delayed UK:DIA +1.54% , the innovative global leader in LED lighting technology, today announced a new low profile LED linear luminaire for use in applications requiring greater clearance levels. Impressively, this new linear is nearly 60% slimmer than previous versions and delivers up to 7,000 lumens at 106 lumens per watt. With its reduced profile and weight, the new linear is even easier to install, and its new through wiring capability opens new applications previously unavailable. Featuring Class I, Div. 2 and Class II certifications, the new low profile linear represents the ideal solution for hazardous applications such as onshore and offshore drilling rigs, platforms and other oil, gas, chemical, petrochemical and hazardous locations facilities. The luminaire's T4a temperature rating for ambient environments between -40°C and 65°C enable the fixtures to be used throughout a facility, while the luminaire's L70 lifetime of more than 100,000 hours and 5 year full-performance warranty drastically cuts maintenance and the safety risks that come from accessing difficult to reach applications. The availability of secondary retention provides additional safety and peace of mind. "Dialight is constantly looking to improve product offerings to address the needs of our customers," said Roy Burton, Dialight's Group Chief Executive. "With the LED linear's new slim design and reduced fixture weight, it is not only easier to install but also suitable for areas where greater clearance levels are required to avoid obstructing ongoing processes." Dialight's low profile LED linear is available in both 33W and 66W options and represents an ideal retrofit for existing HID and fluorescent luminaires. The new low profile linear is IP 66 rated and suitable for wet locations. For more information about Dialight's complete industry-leading line of LED lighting solutions for industrial and hazardous locations, including IES files, LM-79 reports and technical datasheets, visit www.dialight.com . SOURCE Dialight Copyright (C) 2014 PR Newswire. All rights reserved
http://www.connectingindustry.com/ElectricalEngineering/dialight-releases-first-atexiecex-led-streetlight-with-7-year-warranty-improved-safety-reliability.aspx Dialight releases first ATEX/IECEx LED streetlight with 7 year warranty, improved safety & reliability 10 June 2014 New Third-Party certified StreetSense® fitting is designed using ATEX/IECEx Ex nA protection method to meet and exceed the needs of electrical engineers seeking roadway and area lighting for Zone 2 hazardous areas Dialight (LSE: DIA.L), the global leader in LED lighting technology, has unveiled its latest innovation in LED hazardous area lighting. With options of 10,900 lumens (131W) and 20,250 lumens (252W), Dialight’s new StreetSense® LED fitting carries a seven-year full performance warranty and provides excellent quality of light for facility roadways in oil, gas, chemical, petrochemical, pharmaceutical and other hazardous applications.
I agree with Markson I am holding QPP and down 50% and it will as far as i can see a long road back, this was caused by one company posting negative comments , gla.
Hi all You want to stay on track and let the business do the talking then consider this.... http://epetitions.direct.gov.uk/petitions/62851 This is an e petition asking for the banning of shorting to be debated and passed in Parliament... As our so called regulators appear to be unwilling to act, then maybe other methods should be used and this is one.. Investors should be protected from this practice which involves the loaning out of your shares to be then sold back Into the market with the aim of destroying value and manipulating the market particularly on AIM which the government is offering incentives for ordinary investors to invest in... Risk is fine but manipulation by a small number of wealthy individuals and hedge funds is unacceptable when there is a simple solution to stop it, it is unacceptable in what is supposed to be a market for supporting business and growing the wealth of the nation... Risk should equate to an investment that the individual investor owns in any business.
A quarter without a profit warning - hopefully a signal that we're back on track !
Forgot to say IMS due this month too which should give us an update on progress.
Nice steady progress here. Seems to be on a gentle uptrend, looking forward to continued recovery.
Hey folk my first post... How are people seeing future growth of DIA, I have seen a nice profit here, think they are in a good space for continuing, would value others thoughts?
of buys today !
Market doesn't seem to be able to make its mind up on this one...props if you bought in at 682 this morning !
All moving averages are now looking good for upswing.
Final results are to be published on Monday - I expect there will be some kind of trading update with this for Jan / Feb as well as projections for the year ahead. Perhaps the recent rally in SP is anticipating positive news. Anyone have any thoughts?
The fall in share price was, according to the company due to shortage of cash by government and quasi-government bodies resulting in defferal of new contracts. Basically the company is highly experienced in this field and is well ahead of most of the competion. its big advantageis tat it has had highly reliable units installed which can be seen by potential customers. I remember Harry Tee coming into an AGM, many years ago, carrying an object shaped like a Christmas tree, warning us to look away, then turning on this blinding array of LED lights which were to be installed at the top of an American skyscraper. I sold some, on the bad news, to get more QPP but I'm getting back in again now.
article on the future prospects for LED lighting: http://www.businessgreen.com/bg/opinion/2326305/led-poised-to-become-clear-winner-in-race-for-better-lighting
Two I can think of a few off the top of my head: - There are strict safety standards that need to be achieved on industrial lighting products and any incumbent would have to invest to ensure these are met. - High investment in R&D is required each year to advance lighting technology on offer. Essentially DIA currently has top of the range products that meet these safety standards so would take a huge investment if a competitor wanted to seriously enter the fold.
Not sure about the barriers to entry in this business.
Schroders increased their stake to over 5% last week. Mulling over doubling up here, LED lighting is the future and DIA is well placed to continue growing.