Sdi Share Discussion Threads

[nw99] 06/4/2019 21:38

Great week again here

[hastings] 06/4/2019 11:03

Buywell, I was referring to my taking a decent position in SDI, which was indeed when the shares had slumped to circa 8p. This followed the failed reverse takeover and my subsequent interview with Mike Creedon and Ken Ford for the Cambridge Business Magazine. I was impressed with the strategy outlined to me, hence my buying in, although SDI had been on my radar as per previous coverage in my weekly slot.

As others have seen, they have done a great job thus far and hopefully there is much more to come.

[buywell2] 06/4/2019 10:24

............ Slow Stochastics and SDI ..............

This is a TA (technical analysis) indicator , there are many..... Anyway lets have a butchers.

The Slow Stochastic Oscillator is a momentum indicator that shows the location of the close relative to the high-low range over a set number of periods. The indicator can range from 0 to 100. The closing price tends to close near the high in an uptrend and near the low in a downtrend.

The stochastic oscillator is calculated by subtracting the low for the period from the current closing price, dividing by the total range for the period and multiplying by 100

buywell has questioned the logic of both Miton and Octopus selling SDI before when it was around 34p.

I still do ... hindsight showed that their decision making was very flawed , if anyone knows the real reason why they did ... please do tell.


Still on the Slow Stochastic chart their actions showed as their selling dropped the momentum of SDI into stall mode ... even now rather surprisingly ... the Slow Stochs for SDI indicate that there is indeed further to go thanks to their selling actions.

Unless of course they decide to exit completely stage right ... who knows the vagaries of Institutional decision making these days.

Short termism I guess ... a panic Brexit exit



This looks very good for some more short termism of a positive kind this time round IMO


SDI slow stochs now sits at 40

SDI slow stochs has been over 80 5 times in the last 6 months

[buywell2] 06/4/2019 10:05

When you say here hastings your first post was on Feb 5th 2013 and to be fair SDI did not get going till 2016 from a low of about 9p


hastings - 05 Feb 2013 - 12:42:07 - 11 of 1666 SDI - Global & Niche imaging portfolio for scientific & medical users - SDI
hxxp://www.cambridge-news.co.uk/Business/Private-Punter/Keep-a-close-eye-on-imaging-specialist-SDI-05022013.htm


The share price of SDI was 20p not 8p



However I do concur that SDI should deliver further gains in due course

As my next post with chart of TA shows









hastings6 Apr '19 - 09:30 - 1665 of 1665

Tend to agree with you on the first point pireric, I too can’t really see that happening. As for your concerns on the acquisition pace, whilst I can see your point, I’m not concerned on this front as I think they’d had these companies on their radar for a while and probably still have others in sight. As for bedding in, equally again I’m not concerned as the structure of these businesses effectively carry on as they have been, as SDI don’t go charging in and changing things.
They really just enable to run as they have been but seek to leverage them via opening new doors!
My guess and it’s only that, is we will see another buy sometime in the next six months, which one would hope is again achieved at a decent price.

The Brexit fiasco could of course throw up further opportunities and SDI is extremely well placed to make the most of anything that comes up.
The pre-close next month should be interesting and I’m hopeful that we may see a beat on current forecasts.
In short, having been here since the 8p days, I’m now very relaxed with my investment and can see the shares delivering further gains in due course.

[hastings] 06/4/2019 09:30

Tend to agree with you on the first point pireric, I too can't really see that happening. As for your concerns on the acquisition pace, whilst I can see your point, I'm not concerned on this front as I think they'd had these companies on their radar for a while and probably still have others in sight. As for bedding in, equally again I'm not concerned as the structure of these businesses effectively carry on as they have been, as SDI don't go charging in and changing things.They really just enable to run as they have been but seek to leverage them via opening new doors!My guess and it's only that, is we will see another buy sometime in the next six months, which one would hope is again achieved at a decent price. The Brexit fiasco could of course throw up further opportunities and SDI is extremely well placed to make the most of anything that comes up. The pre-close next month should be interesting and I'm hopeful that we may see a beat on current forecasts.In short, having been here since the 8p days, I'm now very relaxed with my investment and can see the shares delivering further gains in due course.

[buywell2] 06/4/2019 08:55

………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;……………….
………;……̷0;……. THE DEER ARE DYING IN THE USA ………;……̷0;……R30;.
………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;……………………………;……̷0;……R30;……230;……………….

The deer are dying in the USA
Nothing gets said by the FDA
Every week,month,year and day
Deer are dying in the US of A


The deer are dying in the USA
Zilch nada zippo from the EPA
Government isn't showing the way
So deer keep dying in the USA


Why are deer dying in the USA
I heard some caring person say
They're all catching that CWD
Chronic Wasting Disease to you and me


The deer are dying in the USA
Also Elk as well as Moose
Prion disease is on the loose
Why is that I here you say


The deer are dying in the US of A
Prion bone-meal deer fed each day
From farm to wild its found a way
So the deer keep dying in the USA



A poem by buywell what he wrote in:
The year of your lord AD 2019

[pireric] 06/4/2019 07:55

I'm not sure I see the logic in a predator buying out SDI to be honest. Buy and builds don't typically get bought out in my experience, mainly because they are the ones doing the B+B! Theoretically, a player like Judges could, but the end private market is so fragmented, and the integration risk of buying another B+B potentially outweighs. I.e. easier to integrate one end company, than one which is formed of 10+ component parts.

I'm very happy with the progress SDI is making.

Best,
Eric

[buywell2] 06/4/2019 07:40

Several months ago buywell suspected that a predator might be lurking taking a look at SDI.

SDI was and still is small potatoes to most bigger companies.

I urged the BOD on this thread to put 'the pedal to the metal' regarding acquisitions.

The reason being let SDI beef itself up ASAP if what I suspected might be true to beef up any offer that might be made.

Sensible I think … but the flipside of that is SDI is going to achieve in two years what I thought it would do in three years with the:

SDI accelerated strategy for Growth model

4M profits on the way and a Mkt Cap of over 50M … Mkt Cap should be over 60M by this xmas IMO after the next results and further market update/s.

Once SDO hit a Mkt Cap of over $100M or over €100M a certain group of predators will take a look … that is the figure that they work with.


Likewise certain Fund managers … rules in some have been made that prevent investing until certain market caps are exceeded.


I have no qualms about the rate of the acquisitions:


a) SDI have been looking at lots of good opportunities over the last couple of years and a list has been made.


b) With Brexit now worrying some on the list the price can be negotiated down


c) If a company on the list is offered at a bargain price … buy it … before someone else does , a bargain never sits for long.


d) Just about every acquisition has had some or most of its management kept in place ie they carry on business as per usual UNTIL SDI works out the improved strategy for growth with them. This could be some new equipment to replace old equipment , more staff to meet orders, developing a new model that needed finance, and most importantly looking at all the cross selling opportunities that have arisen for both the acquisition and other members of the SDI Group. New clients are added to the ever increasing SDI Client list.

e) Plus the Distributors and Countries sold into expands yet again so more cross selling opportunities there also.

f) SDI BOD are getting very good at this acquisition lark
They have it nailed down … it works … success breeds success … they are NOT taking risks by buying a $10M plus company in the USA. They are cherry picking good UK small caps ( ATIK being the exception which turned out a cracker), which are ALL profitable at the time or acquisition and SDI expect to add monies into the SDI pot at the first year of asking.



Relax and enjoy the ride as long as it lasts ie till SDI get bought out for a quid a share ie a 40% premium to the share price at the time the offer will be made.


dyor
GLA

[shauney2] 06/4/2019 07:17

I tell you what OnJohn,i will pay for your ticket and all your other usernames as well.I make that about 500 quids worth.Nice work David.

[davidosh] 05/4/2019 23:21

Another good announcement and the company is going to have a full house at both of their presentations for sure. Just to remind you all that SDI will be exhibiting and presenting at the Mello2019 event on Thursday 16th May



They will almost certainly be doing two presentations so one in the morning and one afternoon.

More info and tickets here...

[pireric] 05/4/2019 19:09

Another nice acq :0) , share price has done v well YTD.

Have done quite a lot of acqs recently, all v good for accretion etc, so just need to make sure that all is in hand

Eric

[pshevlin] 05/4/2019 16:54

buywell "but thus far I have yet to find one better over the last 3 years"

Try VRS the only company in the WORLD to have certified Graphene and which has upscaled to commercial levels. May explode.

[buywell2] 05/4/2019 10:35

Threw a few others at it to see if they could do any better




HUR came close but today SDI pulled ahead , PURP for a while did even better when mug punters piled in ... but thus far I have yet to find one better over the last 3 years

[buywell2] 05/4/2019 09:35

Remember Ashley James ?

He was my mentor ... crossed swords on another website before advfn was born when I was just a big-headed young upstart.

I learnt a lot from Ashley and though we argued a lot ... I liked and respected his views ... even when he was wrong , hahaha Ash. Unfortunately he is no longer with us so today I have tried to help those less savvy investors on some other threads ... like Ash helped me ... by asking them to open their minds to looking at quality UK Small Cap Stocks , well managed , and with the right growth strategy in place.

''Dividends are NOT the be all and end all'', I have argued.

''Using company cash to buy more profit making company's is a better way'', I have said.

I used a 3 year comparison chart of SDI V their company

Barclays Bank, Lloyds Bank, Aviva, BP , and Glaxo Smith Kline were my choices

All FTSE 100 stocks ... all paying dividends ... and in a mix of sectors seen as safe ... by some ... not me I would add.


It was a NO CONTEST ... and SDI was a winner by knockout in each and every case

Here it is in one picture





Lovely don't you think

[owenski] 05/4/2019 09:12

Asset acquired from existing cash resources, not overpaying either. Quality outfit, I know of their products. Good news.

[buywell2] 05/4/2019 08:36

Finncap up their target to 55p .... how effing brave of them

Probably get hit today at this rate


Like Twain said '' they don't impress me much''

Behind the curve as per usual .... target should have started with a 6 .... need to grow a pair

[buywell2] 05/4/2019 08:35

Another good fit and well done SDI BOD

One would hope to see the sales of MPB rise to ROW rapidly as the existing network of SDI Distributors is updated on their complementary offerings to existing SDI products they already sell.

60p by Xmas 2019 looks a cert iMO

Unless SDI itself gets acquired ... MUST now be on bigger company's radars ... flashing ... revenue rising ... profits rising ... market share rising .... warning warning warning.

[shauney2] 05/4/2019 08:33

Finncap up their target to 55p from 48p

[buywell2] 05/4/2019 08:31

FinnCap might raise guidance by a penny then

[cheshire man] 05/4/2019 07:55

SDI just keeps doing the right thing :-)

[hastings] 05/4/2019 07:35

£4m pre-tax for next year now pencilled in by FinnCap.SDI is well on its way and one would assume the share price will follow.

[soundbuy] 05/4/2019 07:31

Daniel Coatsworth
‏ @Dan_Coatsworth
5m5 minutes ago

Scientific Digital Imaging has bought MPB Industries.

FinnCap reckons it will boost #SDI's earnings per share by 8% in FY 2020

[rivaldo] 05/4/2019 07:20

Agreed, another excellent value acquisition, and highly earnings-enhancing having been paid for from cash.

A £1.59m price for £0.31m of PBIT is pretty cheap, especially with the usual SDI synergies and cross-selling opportunities.

I'm particularly liking this client list from their web site:



"Major clients include Siemens, Rolls-Royce, BAE Systems, Edwards, BP and Shell"

and the emphasis on growing sectors like pollution, water treatment etc:

"Formed in 1986, MPB Industries supplies process control instrumentation throughout the world and has found successful applications in power generation, gas and oil production, human medical anaesthesia, aviation, pharmaceutical, water treatment, pollution control, scientific analysis, educational and many other areas"

[hastings] 05/4/2019 07:04

Great news this morning, another acquisition and interestingly located very close to Graticules. Well done SDI.