re: Ann: Strategic Vision - Buildings as Powe... Spot on, oreo. I'd also add another reason for the SP decline:
Since the heady days of April 2010 (when the Pilkington deal was announced) DYE hasn't really made any significant announcements. It's essentially created an information vacuum.
At the end of the day, DYE's going to make its money from providing commercial quantities of dyes, pastes, inks etc. But in the last 12 months or so, there's been almost no announced progress in this area - just an LOI with Umicore (no definitive agreement reached as far as I'm aware) and an offer of £2M from the WAG (no confirmation that it's been accepted). Sure, Tata's announced that it's going commercial, but DYE itself hasn't made any announcement about commercialisation and/or how it intends to supply the inputs. That's something we can look forward to in the very near future imo.
Markets don't tend to respond well to information vacuums - especially in times of uncertainty.
GSL Price at posting:
43.0¢ Sentiment: Buy Disclosure: Held
