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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Lazarus who wrote (24528)	8/4/2006 2:18:55 PM
From: bruwin	Read Replies (1) \| Respond to of 78751

Thanx for the Report on DYSL, Lazarus. I'm not exactly sure why you've sent it to me. Have we discussed this company in the past ? I'll assume you've sent it to me for comment. My initial comment regarding DYSL is that it's a fairly small company at this stage. There have been some improvements in its numbers, especially with regard to Turnover. However, personally, I don't like the level of Long Term Debt on its Balance Sheet. This is currently adding an expense which is the equivalent of 15.5% of its Bottom Line. In addition, I'd also like to see a greater return on Capital. But being a smallish company, some of the critical ratios may be more exaggerated. So if it was me, I'd be keeping an eye on its future results in order to confirm that there was continuing improvement.

To: Lazarus who wrote (24528)	8/6/2006 8:02:29 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78751

DYSL - being in the industry myself somewhat i have a hard time seeing a manufacturer a commodity like fused silica blanks prosper. Lot's of larger competitors out there - Corning, Schott and a couple of Japanese suppliers - all of them being 100x or more larger. Looks like they are serving niche markets or reselling and finishing stuff from above companies. I never really heard about this company before. Maybe the Optometrics business will do what their core business can't.