May 11, 2010 - Dais Analytic Corporation (DLYT.OB) – This nanotechnology business is an emerging one to watch. It has developed a proprietary technology upon which it is commercializing applications into energy efficiency, water treatment and desalination and energy storage. It just began shipments on a $48 million component order for a water treatment plant in China. Trading at an $8 to $9 million market cap, and assuming that operating expenses remain at about $4 million or so, with 30% gross margins, the $48 million deal alone should drive about $10 million in EBITDA to the business over the next 12 months (management expects to book the $48 million over that time frame). So the stock is currently trading at about 0.2x the forecasted revenue of the deal, and about 0.9x the forecasted EBITDA of the deal. Both metrics point to some serious upside in the stock, in our opinion. Our partner, Aspire Clean Tech Communications, represents the company so if you have any questions about its prospects, please call 760-798-4938.

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