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DYE, DYESOL LIMITED
nipper
post Posted: Feb 17 2014, 08:24 PM
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In Reply To: fletty's post @ Feb 17 2014, 05:41 PM

this may explain a few things with DYE

QUOTE
GAVIN Bell, joint chief executive of Herbert Smith Freehills, has paid tribute to Fiona Gardiner-Hill, a partner at the firm who died on Monday after suffering a brain aneurism.

"Fiona was a close friend and an inspirational and caring colleague to many in our firm. Her passing has been very strongly felt and for many of us leaves a big hole in our lives," Mr Bell said.

Ms Gardiner-Hill, who was a member of the Takeovers Panel, joined the firm in 1986.

"She built a career here since starting as a graduate and has been one of our senior and highly regarded corporate partners for many years. "She was a devoted wife and mother of two beautiful daughters - our thoughts are with her family," Mr Bell said.

Ms Gardiner-Hill was 51. She is survived by her husband, Richard, and teenage daughters Zara and Catie.


Richard is Richard Caldwell, executive chairman and CEO of Dyesol



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"Cause they told me everybody's got to pay their dues
And I explained that I had overpaid them"
- Rodriguez

"What a deplorable existence I lead in this absurd climate and under what frightful conditions! How boring! How stupid life is! What am I doing here?"
- Rimbaud 1884 (Aden)
 
fletty
post Posted: Feb 17 2014, 05:41 PM
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Can't help feeling there's something rotten in Denmark. The DYE directors have put the cart befor the horse and now we shareholders are being asked to ratify this steal by the 3rd of March. Tasnee's return for a $4m redeemable loan note is 23.8% of DYE @ 18c a share. How is that? Right when DYE is on the cusp of success. Doesn't anyone care.

 
arty
post Posted: Feb 6 2014, 06:31 PM
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In Reply To: arty's post @ Feb 5 2014, 10:45 AM

Not wishing to influence anybody either way, but I'm off again with a small profit.
The expected high-volume price push failed to materialise; under different circumstances, I'd be more patient and stay put. After all, it is still moving up.

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However, I'm about to take a couple of weeks holiday to sample some wineries between Denmark and the Porongurups.
Therefore, I rather offload anything uncertain, while there's a chance that the proceeds could help replenish my Shiraz stocks tongue.gif



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
arty
post Posted: Feb 5 2014, 10:45 AM
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In Reply To: arty's post @ Jan 31 2014, 10:16 AM

Turkey takes up DSC technology: http://www.asx.com.au/asx/statistics/displ...;idsId=01489077
Will that be better than Pilkington? One can only hope.

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I'm picking a few swingers around these levels. Will add if it breaks above 29c.



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
arty
post Posted: Jan 31 2014, 10:16 AM
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Quarterly Report released today: http://www.asx.com.au/asx/statistics/displ...;idsId=01487279
Although I no longer hold DYE, I still remain interested in its progress. At a quick glance, it appears they have enough cash reserves to fund another quarter. Therefore, the Tasnee connection will be rather important, even if the cash injection at 16c (is it?) will lead to a hefty dilution. On the plus side, one would hope that the Saudis are seriously interested in the technology, and won't follow nastier precedents set by "Lenders of last resort".



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
arty
post Posted: Nov 28 2013, 10:31 AM
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In Reply To: arty's post @ Nov 22 2013, 02:21 PM

http://www.asx.com.au/asx/statistics/displ...;idsId=01470941
Tasnee get them at 18c (subject to EGM approval).

"Sold the fact"

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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 


arty
post Posted: Nov 22 2013, 02:21 PM
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Dyesol "Coolest Company": http://www.asx.com.au/asx/statistics/displ...;idsId=01468856

Oh puh-leeze! Whom do the Marketing people try to impress with that kind of inanity? What next? "Australia's got Talent"?



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I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
triage
post Posted: Nov 18 2013, 11:15 AM
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In Reply To: mercury's post @ Nov 18 2013, 08:13 AM

merc

My guess is no.

The smart alec reasoning would be that Dicky and the current crew have done just dandy in making no progress in commercialising the technology over the last 5 or 6 years so why would Tasnee want to risk that run of underperformance...(boom, boom).

But more seriously, all the indications are that the current Saudi Arabian regime knows how fortunate they were in being able to simply put a few shallow holes in the ground and come up with oodles of high quality oil for decades on end and they also know that those days are gone. Even if they can continue to produce similar volumes of oil as in the good old days they cannot do it for $10 a barrel like back then but rather they need to sell their oil for about $100 a barrel to pay the bills. If the straight line extrapolations continue to hold for oil being extracted from US shale and or the Iranians and the West kiss and make up then there is a fair chance that the Saudis will not be able to sell much of their oil at break even prices.

In short Saudi Arabia has to diversify, have to plan for the day when they can get by on just selling oil. Evidently one opportunity they see is to get into the solar energy game.

And it is not as if Dyesol have full control of the technology anyway. There are a number of other players all trying to open up the market for building materials to carry solar cells. Even if Tasnee could manage to thwart Dyesol that would only open up opportunities in that niche for others.

On balance I would see Tasnee taking a about a third of Dyesol a good thing, or at least were Tasnee to walk away from the deal then things would very quickly get grim for Dyesol imo.






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"The market can stay irrational longer than you can stay solvent." John Maynard Keynes

"The crisis takes a much longer time coming than you think, and then it happens much faster than you would have thought." Rudiger Dornbush

"It is the mark of an educated mind to be able to entertain a thought without accepting it." Aristotle

Said 'Thanks' for this post: arty  stezz  macduffy  
 
mercury
post Posted: Nov 18 2013, 08:13 AM
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In Reply To: arty's post @ Nov 15 2013, 09:00 AM

would the Saudis use there board room power to slow development so that more oil could be sold for higher prices. ?




Merc




 
arty
post Posted: Nov 15 2013, 10:29 AM
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In Reply To: triage's post @ Nov 15 2013, 10:14 AM

Thanks Mate,
Great to hear you're going to the AGM; you're welcome to have my cuppa too wink.gif
As you probably know, I've had a long-standing intense interest in DYE, both from a technology pov and as a future growth stock.
That may even have blurred my vision and led mt to react a little late to adverse price moves. But I still have my eye on them and hope they succeed. The big problem is, they're up against "conventional" interests: big oil and gas multis, who hate it when anybody gets energy for free. It reduces their ability to profit from people's need for heat and power...

anyway, the Market seems rather non-committal after trading resumed this morning:
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--------------------
I trade daily, but I am not a licensed adviser. Whether you find my ideas reasonable or not: The only person responsible for your actions is YOU.
I follow two rules: (1) There are no sacred truths. All assumptions must be critically examined. Arguments from authority are worthless. (2) Whatever is inconsistent with observed facts must be discarded or revised. We must understand the Market as it is and not confuse how it is with how we wish it to be. (inspired by Carl Sagan)
 
 


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