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SDI Sdi Group Plc

63.00
0.50 (0.80%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Sdi Group Plc LSE:SDI London Ordinary Share GB00B3FBWW43 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.50 0.80% 63.00 62.00 64.00 63.00 62.50 62.50 125,523 15:29:17
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Coml Physical, Biologcl Resh 67.58M 3.87M 0.0372 16.94 65.55M
Sdi Group Plc is listed in the Coml Physical, Biologcl Resh sector of the London Stock Exchange with ticker SDI. The last closing price for Sdi was 62.50p. Over the last year, Sdi shares have traded in a share price range of 59.50p to 179.50p.

Sdi currently has 104,050,044 shares in issue. The market capitalisation of Sdi is £65.55 million. Sdi has a price to earnings ratio (PE ratio) of 16.94.

Sdi Share Discussion Threads

Showing 1501 to 1522 of 4050 messages
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DateSubjectAuthorDiscuss
28/1/2019
21:57
Why would you want to be taken out at 60p?

SDI is always compared to JDG - I bought that at £1.40 average, still hold now.

The power of this business model can be very strong if executed well.

cockerhoop
28/1/2019
21:08
From Annual Report dated 27th july 2018

Number of ordinary shares/Percentage of share capital

Business Growth Fund 10,769,231 / 12.01%
Octopus Investments 7,706,430 / 8.60%
Miton Asset Management 5,089,930 / 5.68%
Berenberg Wealth and Asset Management 4,658,873 / 5.20%
Canaccord Genuity Group 4,081,834 / 4.55%


But I see no mention of SDI in the current BGF portfolio



BGF dropped to 10% 17-Aug-2018



I think BGF have sold their holding ... IMO some entity has acquired probably their 10% and maybe the whole 12% plus another , 2.2% from Octopus and , 1.8% from Miton

Circa 16% of SDI ... no RNS

Due to recent price action and volumes and certain RNS's, IMHO :

Scientific Digital Imaging (SDI) is now 'in play ' I think they are going to be acquired themselves this time. Before the next set of results is published ... ie we don't ever get to see that Turnover got to north of 16.5M and record EPS of over 2.82p hit.






PS

Which is a shame as they are doing so well and IMO would have made 100p within 3 years as of now .

Others have seen their potential .... with a weak GBP , I expect the acquirer will be likely either German or American ... as I have eluded to before.

buywell3
28/1/2019
20:24
18% traded since Dec 1st 2018

Trade volumes have ramped up exponentially from ,
Nov 2M ,
Dec 4M ,
Jan 12M, so far

buywell3
28/1/2019
19:09
13.5% traded so far in Jan
buywell3
28/1/2019
10:04
Can't keep a good stock down :-)
cheshire man
28/1/2019
09:32
Yup - looks like Friday's huge volume has cleared out the seller.
someuwin
28/1/2019
08:46
I'll echo you on both counts rivaldo.
hastings
28/1/2019
08:44
Overhang cleared perhaps....great to see you buying in here as ever GHF.
rivaldo
25/1/2019
19:56
4% of the company traded today
buywell3
25/1/2019
14:52
Welcome GHF, a small position for me but one I'll build upon if things go well
jamielein
25/1/2019
13:47
SDI is a new purchase for me. Forgot to post over my tweet to ADVFN.

SDI (SDI Group PLC)
*New Buy

After freeing up some funds following sales in DRV & AVG...next small purchase is SDI.

Shares down (-20%) since Nov 2018 despite v strong interims. Thanks to @private_punter & @EricUKinvestor for flagging.

Summary of my positives & negatives👇🏻

SDI
32.75p
M/Cap £30.3m
EV £29.4m
SR 86

FY19e (Apr-19)
PBT £2.6m
Cash £1.7m
EPS 2.4p
Prosp PER 14


Positives


* Strong FCF +5.4% in H1 2019 with cash generation +103% in H1 2019 to £1.5m (vs. £750k H1 2018)

* Rising EBIT Margin in H1 2019 was 18.6% (vs. 17.4% H1 2018)

* Strengthening ROCE of 14.1% in 2018

* Geographical diversification - split of revenue by destination mitigates downturn in any one area or any Brexit related impact (per 2018 A.R. - note 5) = 33% UK / 21% Europe / 19% USA / 23% Asia / 4% ROW

* Positive Organic Rev Growth of 11% in H1 2019

* Strong PTB growth +42% H1 2019

* Positive outlook, “comfortably in line” for FY19

* Likelihood of further earnings accretive acquisitions - No potential acquisitions in current forecasts but a reasonable assumption that any acquisition(s) will be accretive to earnings as previously.


Negatives


* Brexit - per finnCap, “Despite strong interims, we leave forecasts unchanged, mindful also of the potential for Brexit-related turbulence despite (SDI) having prepared for a hard Brexit.”

* Static EPS growth in FY19 - Tax rate has now normalised from 5.7% in 2018 to c.17% in 2019 resulting in minimal EPS growth in 2019 (est.+0.2%)

* Lower Margins in Sensors & Controls (46% revs) - OP +14% to £0.9m BUT margins declining 2.9% to 24.9%. (NOTE : finnCap, “There were no specific reasons identified to account for this fall, and is understood to relate to slightly lower margins on Sentek as a result of 5-year OEM contracts.”).

* No Dividend (makes complete sense with current acquisition strategy)

* Normal Company Risks - Standard risks concerning reliance on key distributors, competition & currency risks. Plus of course, the standard risks concerning an acquisitive model surrounding integration & cost

Kind Regards,
GHF

glasshalfull
25/1/2019
12:47
Personally don't think Octopus is clearing out completely, we will see!
hastings
25/1/2019
12:40
MM's playing games- will not budge from 34p - but looks as though Octopus_ if they are the sellers sill have several millions to clear so could this be a mark up to get PI's to rush in on the "last line of stock clearing"? But possibly (imo) new stock being deliver Monday - Have a great weekend everbody.
pugugly
25/1/2019
12:33
Big trade (960,000+) gone through
someuwin
25/1/2019
11:18
Can get an online buy quote for £5k. But not for £6k
someuwin
24/1/2019
15:48
Which means lots of sells also

I wonder how low Octopus will go

All the way to O ?

You never know

They just might be pulling in their tentacles

buywell3
24/1/2019
12:25
Lots of buys going through today
someuwin
24/1/2019
08:18
Why would G4M influence them re SDI??
garbetklb
20/1/2019
19:02
News in today about unusually high incidence of Alzheimer's in Kern County California USA


...... Alzheimer's and the dumping of sewage waste called biosolids THE LINK .....


It's not rocket science ... if prions are present in people who have a form of CJD and many are carriers ... or present in Cattle carrying BSE , then contamination of sewage via drains carrying blood from homes,hospitals farms and slaughter houses ... carry prions to the sewage works where prions remain unaffected by the sewage works processes ... and come out as biosolids which are spread on fields to produce crops.


A case in point in Kern County USA California where cases of Alzheimer's have rocketed in recent years ... WAY above the USA (already high/ 2nd in world) national average of Alzheimer's sufferers.

Alzheimer's Association bulks up presence in Kern County amid rise in cases

21st Jan 2019

'the number of people 65 and older in Kern County estimated to have Alzheimer’s disease in 2030 is 19,726, an 85 percent increase over 10,645 people in 2015.'





Why so many ?



City of L.A. Secures Trial Decision Striking Down Kern County Biosolids Ban



''The City of Los Angeles led a coalition of Southern California public agencies, farmers, and contractors in the lawsuit against Kern County to protect their long standing use of biosolids as a fertilizer and soil amendment on farms in Kern County. The City owns a 4,700 acre farm in Kern where it has grown feed crops with the aid of biosolids for over 20 years.''



Prions cause Alzheimer's ... it's a prion disease ... it's transmissible

Which is why it is now raging out of control in the USA and even worse in Finland

Yes Finland .. the country with the highest rate of Alzheimer's on the planet

Do they use lots of Biosolids on their fields and crops ? you betcha they do




''Finland and Sweden are top offenders in Europe regarding sewage dumped inappropriately. People there live and play near the Baltic Sea, which is one of the most polluted bodies of water on the planet. Sewage mismanagement generates most of that pollution. Sewage is polluting their food and water supplies. As a result, Finland has the highest rate of Alzheimer’s deaths in the world. Sweden is third. Norway just became the first nation in Europe to detect chronic wasting disease in wildlife. The entire Baltic region is a sewage nightmare.''

buywell3
20/1/2019
01:36
Here is the situation in France NOTHING like it has been done to my knowledge in the UK NHS or otherwise (private practice)

Published online 2018 Apr 25.

Observance of Sterilization Protocol Guideline Procedures of Critical Instruments for Preventing Iatrogenic Transmission of Creutzfeldt-Jakob Disease in Dental Practice in France, 2017



''The aim of this study was to evaluate, in accordance with the WHO guidelines, the observance of sterilization procedures for preventing iatrogenic transmission of Creutzfeldt-Jakob disease, including of reusable instruments in actual conditions of care in French dental practices.''

''Despite the emergence of recent studies, evidence remains limited on the quality of implementation of sterilization procedures in dental practices [26].

This is one of the few recent surveys conducted on this topic in French dental practices and specifically focused on sterilization processes of instruments.

As a rule, the overall adherence level to procedures was unsatisfactory for most of the 179 dental practices.

The percentages of practices correctly performing over 80% of the procedures ranged from 6.6% to 45.7% in the four groups.''



Conclusions

In conclusion, the practitioner is obligated to provide results regarding sterilization.

The practitioner, and no one else, is responsible for health safety and for infectious risks in his dental office.

He is responsible for permanently establishing proof of his actions.

These standard recommendations—simple, basic—may reduce the risk of CJD infections during care, but they must be impeccable in their implementation.

Following the discovery of the tasks not being carried out according to the guidelines in force, it is urgent to anticipate and propose alternative measures, compulsory or not, for the near future.




buywell says ... well done you frogs ... the above conclusion means that cleaned instruments need TESTING for protein residue ie 'obligated to provide results regarding sterilization.'

However the general results from the survey IMO does NOT fill one if french with any bonne confiance ... more regulation and compliance visits/audits needed.

dyor

buywell3
20/1/2019
00:57
IDH and My Dentist
Are owned by the Carlyle Group and it has previously been rumored as being readied for a LSE listing at around 1 Billion pounds

It has had a lot of money spent on getting it ready

Investment rationale

The UK NHS dental market was worth approximately £2.5 billion and demonstrated stable annual growth rates of 3-5%, but was highly fragmented, with only 5% of the 11,000 practices owned by corporates. ADP, as one of the only sizable players, was identified as an ideal platform with which to drive the consolidation of the market.

Value creation

M&A: At the end of 2010 Palamon partnered with The Carlyle Group to acquire competitor IDH.

In 2011 ADP and IDH were merged to form the largest dental corporate in the UK.

Diversification: Built leading market position in supply of consumables and equipment repair to UK dental practices through the acquisitions of dental buying group (2013) and Dental Directory (2014).

Strengthened management team: new CFO and new COO and appointed a new non-executive Chairman.

Completed £400m HYB issue in 2014 enabling the Company to refinance all the senior debt facilities and provide capacity for acquisitions.

Repositioned the practice network to the {my}dentist brand in 2015.

Completed a £515m refinancing in July 2016.

Today

{my}dentist is by far the largest dental corporate in the UK, with over 650 practices nationwide and serving more than 8 million patients per year.




IMO I imagine being able to say that it was the only company put patient safety first by putting into place the BEST cleaning/testing processes possible to ensure their dental instruments always complied with the latest HTM 01-01 Guidelines and thus patient safety; through clinical effectiveness; and the optimum patient experience was achieved by the use of ProReveal and Alphasonics Medstar Ultra Sonic washers.

Which both comply with HTM 01-01(2016) ,a much clearer and recent HTM Document than HTM 01-05 (2013) regarding the residual protein left on the surfaces of cleaned/washed/sterilized dental instruments : would help because :-

HTM 01-01 updated 2016 guidelines regarding

Introduction

This HTM supersedes the Choice Framework for local Policy and Procedures (CFPP) series,which was a pilot initiative by the Department of Health.

The CFPP series of documents are reverting to the Health Technical Memorandum title format.

This will realign them with HTM 00 – ‘Policies and principles of healthcare engineering’ and

‘HTM 01-05: Decontamination in primary care dental practices’

and the naming convention used for other healthcare estates and facilities related technical guidance documents within England.

It will also help to address the recommendation to align decontamination guidance across the four nations

HTM 01-01 forms a suite of evidence-based policy and guidance documents on the
management and decontamination of reusable medical devices.

Purpose

The purpose of this HTM is to help health organisations to develop policies regarding the management, use and decontamination of reusable medical devices at controlled costs using risk control, which will enable them to comply with

Regulations 12(2)(h) and 15 of the Health and Social Care Act 2008 (Regulated
Activities) Regulations 2014 .

This HTM is designed to reflect the need to continuously improve outcomes in terms of:
• patient safety;
• clinical effectiveness; and
• patient experience.



Note

This guidance remains a work in progress which will be updated as additional evidence becomes available; each iteration of the guidance is designed to help to
incrementally reduce the risk of cross-infection.


The last bit is where I see more updates as more data regarding prion diseases is published.

Prions in dentistry: A need to be concerned and known



CONCLUSION

Recently, there has been an increase in scientic and public awareness about prion disease.

The precise nature and structure of prion and the risk of transmission of prion disease through dental treatment points to the importance of maintaining optimal standards of infection control and decontamination for infectious agents, including prions.

In addition, the dental professionals should have up-to-date knowledge about transmission, diagnosis, infection control and decontamination procedures regarding prion diseases



patient safety is paramount
dyor

buywell3
19/1/2019
23:55
Some big names mentioned here re consolidation of Dental Practices



Bupa
Jacobs
Partick
Gensmile
Smile Clinic Ltd
Portman
Rodericks
CBPE
Avsan
Metro Dental
Dentex
Michael & Margaret Naylor
Genesis Dental Care

Integrated Dental Holdings IDH

IDH has around 550 dental practices and 10 million patients across Britain, primarily as part of the UK’s publicly funded National Health Service (NHS).

Lots more Dentists contacts via people involved with IDH



Also the My Dentist chain

buywell3
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