Sdi Share Discussion Threads

[petes5] 27/11/2021 07:30

Only if they have friends or relatives there.

[alphabeta4] 26/11/2021 21:15

If I was a government right now I'd be wanting to buy some of SDI's equipment to help with sequencing cases.

[hastings] 26/11/2021 08:40

Very interesting to see the progress that ATIK has made and continues to do so.
Once concentrated on and largely serving the astronomy market, it now has seemingly numerous areas across life sciences and industrial sectors for further growth.

[arregius] 26/11/2021 07:40

New variant NU is coming.This company showed me how well prepared is to navigate this environments.Happy to hold many years

[trident5] 21/11/2021 08:34

Never knew that a company name could belie a nimble management strategy.

[rivaldo] 21/11/2021 07:29

Nice plug for SDI in this week's What Investment magazine, as one of JP Morgan UK Smaller Companies' most successful investments:



"A snapshot of the future

The first is SDI Group (Scientific Digital Imaging), a manufacturer of scientific products for use in life sciences, healthcare and astronomy applications.

The JPM team first identified the company when it was a small, £50m company. Following the company’s progress, they eventually bought shares in the AIM-listed firm in August 2019.

SDI’s slightly generic name belies a nimble management strategy that has enabled it to grow at pace. The company has expanded through the acquisition of other small, niche operators which are strategically complementary to SDI, often holding a dominant position in their fields within the larger imaging and sensor sectors.

These operators include a company supplying infrared cameras for art restoration, another whose imaging helps identify leftover proteins on surgical equipment and a third that creates electrochemical sensors for food testing.

The diversity of fields in which its sub-companies operate has proved useful for SDI, meaning that it has been more resilient to market shocks – such as a global pandemic.

Since the JMI team bought it in August 2019, SDI’s share price has risen from 50p to 200p."

[pyemckay] 19/11/2021 17:21

strong last few days. Is it a bit leaky/ possible aquisition next week.

[fillspectre] 19/11/2021 08:52

Interesting start to the day's proceedings. Fils

[rivaldo] 18/11/2021 13:45

New article about Atik and how their cameras can be used, particularly in the booming Life Sciences sector as well as in Industrial applications:

[fillspectre] 16/11/2021 23:16

I know arregius and I am long term here. It is just that I appeared to have tempted fate with the share price dropping to the £2 mark day after my post. Fils

[arregius] 16/11/2021 19:18

Traders come and go, investors stay for the long run and wait

[fillspectre] 16/11/2021 17:57

I think I won't comment in future :-( Fils.

[fillspectre] 15/11/2021 22:57

Fairly significant volume today with the price over 205p. Stabilising above £2? Fils

[rivaldo] 12/11/2021 07:31

Investor presentation on Investor Meet on December 10th after the interims:

[rivaldo] 11/11/2021 08:10

SDI are one of Shares Magazine's three main "Great Idea" tips at 216p in today's issue. They conclude:

"Shares previously said SDI represented a multi-year growth story with the potential to add substantial value to retail investor portfolios and that optimism remains undimmed now.

SHARES SAYS:  SDI remains a great growth stock to own."

[arregius] 10/11/2021 15:19

https://monmouthscientific.co.uk/monmouth-scientific-appoint-new-managing-director/

[norbert colon] 10/11/2021 14:57

Monmouth Scientific Limited are pleased to announce the appointment of new Managing Director Alan Holcombe. Officially commencing his role from 1st January 2022, Alan will work closely with founder and outgoing Managing Director David Pomeroy from 1st December 2021. Alan said: "I'm delighted to be taking over as Managing Director of Monmouth Scientific Limited at such an exciting time for the business, with the imminent relocation to our new facility in early 2022". Alan has many years of experience in senior management, including significant roles as Managing Director for several large multinational organisations. In addition to his leadership qualities, Alan also brings extensive senior level experience in several functional areas including Operations, Sales & Marketing and Purchasing. David will remain available to Monmouth following his departure as he will advise & assist the Company with their relocation project and consult back to Monmouth as required. In addition, David will work with Monmouth's parent Company, The SDI Group PLC, on future company acquisitions.

[fillspectre] 07/11/2021 08:58

I suppose we need prospective selling owners to be interested in what SDI has to offer the business - in terms of growth & nurture particularly for what they might consider their loyal employees. I know all is fair in love and war but for some of these owners it won't just be about price. SDI are not asset strippers. Look at what is happening over at Monmouth. Fils.

[hastings] 07/11/2021 08:41

It'll be interesting to see just what Mike comes up with next. We've had some good cross overs and synergies with a few acquisitions so far, although it's not a prerequisite.

[cockerhoop] 06/11/2021 23:19

Fils,

I think the problem that both JDG's & SDI encounter is that above £1m operating profit private equity starts to get interested and pushes the price up above the 4-6x Ebit they both like to pay.

[fillspectre] 06/11/2021 11:04

Hastings it certainly has been happy hunting territory for Mike Creedon. With £30 million in his purse - Mike could be shopping for multiple acquisitions simultaneously. We don't want to be bidding for companies in competition with the likes of Judges Scientific. Fils.

[hastings] 06/11/2021 08:05

Acquisitions to continue in the same mould which suits me. No targeting something much larger, rather, as previously completed the subjects will be niche businesses in the same price bracket as others purchased.I guess that is anything in the £2m-£8m range.

[fillspectre] 05/11/2021 09:00

Hardly surprising given that Mike Creedon, our personal smart cookie, is sat atop a £30 million war chest targeting life science companies. A market he knows well - proof provided by his track record. It is tantamount to being able to invest in and out of a private equity firm. Fils

[bigbigdave] 05/11/2021 08:42

Chart Breakout!