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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
  -0.90 -1.67% 53.10 52.20 54.00 54.00 53.10 54.00 110,801 11:55:02
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 17.4 2.1 2.1 25.3 52

Sdi Share Discussion Threads

Showing 2026 to 2046 of 2525 messages
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DateSubjectAuthorDiscuss
23/7/2019
08:08
Which makes buywell3 comment read not too bad about a merger However he was low on a combined profit number for next year Such a combined profit would IMO be over 20M and that is a number that ABC could sure use on there next set of results
buywell2
23/7/2019
03:02
David Cicurel of JDG was asked directly at the last Mello conference in May about whether SDI would be attractive to them. He said he liked SDI (to the extent where he bought shares in them a number of yrs ago & then sold too early) but he felt their valuation would be a little too lively for JDG now. He was looking for better value, smaller companies and was prepared to be patient for them to become available.
tudes100
22/7/2019
17:41
"Will JDG and SDI marry and become one ?"Who buys who?What in it for shareholders at SDI?I only have about 10k of shares but would like a nice rise please :)
block4gooner
22/7/2019
17:24
I have just updated the SDI pages of my website to include recent preliminary results. Also included are forecasts updated by Sharepad. If anyone has access to finnCap perhaps they would check the various forecasts, particularly eps against the levels shown on the bar charts. To access the charts, click on the sheet tabs at the bottom of the screen. I think SDI do themselves a disservice by not converting their adjusted profit into adjusted eps (a la JDG). On the basis of quoted forecasts, which I have little doubt do make the conversion, P/Es of 14.1 and 12.7 do not look expensive to me. Http://www.david-wilmshurst.co.uk/sdi/sdi_data.htm
wilmdav
22/7/2019
12:57
In a recession most companies will tank so acquisition's will be cheaper, clearly benefiting SDI?
iotasteem
22/7/2019
10:54
Buywell , I am one of those who appreciates your comments , together with the time and effort which you devote to them , even if a lot of it is rather above my head . Unlike far too many comments on share chat sites , your posts are always intelligent and designed to share your knowledge . You have just referred to our comparator company , Judges Scientific , and I enquired here on 18th July here whether anyone might be able to make any comment comparing the two companies . Might you be able to enlighten us ? I note that , whilst Judges are now about £ 35.00 , three years ago they were £ 13.87 , and ten years ago they were £ 0.97 !!!
mrnumpty
22/7/2019
07:53
Yes I like you too Some BOD buys announced today Plus ADVFN have finally got the turnover number correct Which means the P/E is correct and is still 2 less than JDG Who today announced a new joint broker to join NOMAD Shore Capital Their chart has been performing very well recently
buywell3
22/7/2019
07:40
Good to see a few Director purchases.
hastings
22/7/2019
07:32
POST REMOVED
buywell3
21/7/2019
15:05
I hope you are learning something dr quack from reading my posts As you have been for the last few years now Some of it should have sunk in I hope I don't key these scripts for pleasure in case any reader should wonder: Only to elucidate the less advfn fortunates like yourself
buywell3
21/7/2019
10:11
Organic growth about 5%, PE ratio 24. Brexit worries flagged by the board and some think we are heading for a global recession. If true this is going to tank. End of.
dr biotech
21/7/2019
09:30
Some folks have raised the 5% organic growth number as an issue in these results. buywell would like to add his six pennyworth From the results: Adjusted Operating Profit Digital Imaging ... 2019= 1,954M ... 2018= 1,041M ( buywell= over 90% better ) Sensors & Control . 2019= 2,165M ... 2018= 2,007M ( buywell= only 8% better ) Other ............. 2019=(1,017)M .. 2018= (702)K ( buywell= loss 45% worse ) From this it seems obvious that currently the Digital Imaging segment is way out performing the Sensors & Control part of the company. A) Why is that ? Should future acquisition investment not be targeted here until Sensors & Control orders pick up. B) What is Other ? This was loss making in the 2018 results at 702K and has worsened to over 1,017M pounds which has in fact dented profits, now becoming an obvious concern. From the results: The Digital Imaging segment incorporates the Synoptics brands Syngene, Synbiosis and Synoptics Health, the Atik brands Atik Cameras, Opus and Quantum Scientific Imaging, and the Fistreem, Ionscope and Graticules Optics businesses acquired during the year. These businesses share significant characteristics including customer application, technology, and production location. Revenues derive from the sale of instruments, components for OEM customers' instruments, and from accessories and service. The Sensors & Control segment combines our Sentek, Astles Control Systems and Applied Thermal Control entities, and the Thermal Exchange and MPB Industries businesses acquired during the year. All of these businesses enable accurate control of scientific and industrial equipment. Their revenues also derive from the sale of instruments, major components for OEM customers' instruments, and from accessories and service. Now from the above clearly company organic growth slowed to 5% mostly in the Sensors & Control segment It grieves me to say it , but this is mainly due IMO to a previous star buy Sentek , which in previous years had scored stellar growth of well over 20%. Sentek have signed LONG TERM contracts of several years with BIG companies to achieve better visibility of earnings ... BUT ... at a lower price. This is IMO what has dropped the previous great organic growth %ages . What worries buywell now is that once this price cutting starts with a BIG company/s to gain long term contracts ... it is a slippery path for smaller companies ever being able to raise prices again. Sorry but IMO in this instance I think the BOD have dropped a clanger. Such moves make smaller companies too DEPENDENT on bigger companies for work. They then become worker bees for the bigger companies , I hope that the BOD return to their older successful pricing models that were working very well indeed. dyor
buywell3
20/7/2019
09:39
Usually, yes. If it happens part way through the year, its slightly more complicated, but the principle remains the same
pireric
20/7/2019
09:27
Eric can I ask a question too, sorry for methering youAt what point does revenue from an acquisition become organic growth. Is it the year following the year of purchase ?
ronwilkes123
20/7/2019
09:21
Hi buywell The digital imaging was much better in part because that's where the big acquisitions were this year + Atik is performing very well. While the likes of MPB and Thermal Ex will fall into Sensors & Control, MPB was acquired really late in the year so wouldn't have been included in the numbers for a long period of time at all. The other is almost certainly centralised unallocated overhead. Last year was 4.8% of sales, this year 5.8%. Nothing too major IMO Eric
pireric
20/7/2019
09:01
I won't post very often on this thread so don't worry: And buywell notes zero mention of ProReveal in the results; buywell can read between the lines better than most. I will pass comment on the results just this once , regarding a couple of points which those people talking to members of the BOD might seek clarification on, Namely: Adjusted Operating Profit Digital Imaging ... 2019= 1,954M ... 2018= 1,041M ( buywell= over 90% better ) Sensors & Control . 2019= 2,165M ... 2018= 2,007M ( buywell= only 8% better ) Other ............. 2019=(1,017)M .. 2018= (702)K ( buywell= loss 45% worse ) From this it seems obvious that currently the Digital Imaging segment is way out performing the Sensors & Control part of the company. A) Why is that ? Should future acquisition investment not be targeted here until Sensors & Control orders pick up. B) What is Other ? This was loss making in the 2018 results at 702K and has worsened to over 1,017M pounds which has in fact dented profits, now becoming an obvious concern. From the results: The Digital Imaging segment incorporates the Synoptics brands Syngene, Synbiosis and Synoptics Health, the Atik brands Atik Cameras, Opus and Quantum Scientific Imaging, and the Fistreem, Ionscope and Graticules Optics businesses acquired during the year. These businesses share significant characteristics including customer application, technology, and production location. Revenues derive from the sale of instruments, components for OEM customers' instruments, and from accessories and service. The Sensors & Control segment combines our Sentek, Astles Control Systems and Applied Thermal Control entities, and the Thermal Exchange and MPB Industries businesses acquired during the year. All of these businesses enable accurate control of scientific and industrial equipment. Their revenues also derive from the sale of instruments, major components for OEM customers' instruments, and from accessories and service. So buywell says: IMO .... Other .... needs explaining in more detail dyor
buywell3
19/7/2019
18:04
Will update the header over the weekend. On the calcs Ron; H1 the year prior, they haven't disclosed the organic growth, so actually much harder to figure out than I thought - If I recall, they had some big deals in Q4 of that year though, which makes me think that organic growth will have been at least to a degree H2 skewed even if total growth was flat between the halves Total organic growth for the year prior to last was c. 11%. So quite possible once you start putting in seasonality into that (i.e. H2 likely stronger), that there would have been a 3-5 point swing in growth rate comparatives. Still, to go from 11 to 5 implies pretty much no growth in H2 last year so won't account for the whole slowdown. So looks to have either been some underlying slowdown, or the comparative was much tougher in H2 the year prior than just 3-5 points, or there was some non-recurring revenue in the prior year H2 (which does somewhat correlate to what they've mentioned in the past). Stepping back a level, 5% for the year is good and absolutely happy to take that year in year out, but the phasing of 11 in H1 down to 5 for the full year is clearly the small negative within that, esp when now up against a strong 11% organic comparative this year That potentially poses a challenge for the share price over the next 6 months IF we were to believe SDI don't do any acquisitions, but that seems unlikely. And combined with a pretty low rating here, I think it's fine on balance, but probably do need an acq to get the share price recognised again.
pireric
19/7/2019
11:18
Actually rebought a few days later for a trade on results which failed - my posts were frustration led yesterdayApologies
ronwilkes123
19/7/2019
11:15
This you Ron? Comments on #SDI & #DRV (11th March) coincide with ones you made on these boards. HTTPS://twitter.com/RyanWilkes20 Sold SDI on 8th July? ronwilkes12319 Jul '19 - 10:57 - 154 of 155 0 0 0 I’d repurchased in the last few days, as a trade on the results. At 53p, so I’m now stuck in. I should really take the loss. I probably will. Yesterday I let frustration get the better of me apologies all. Ryan Wilkes ‏ @RyanWilkes20 Jul 11 More Looking like an excellent move to sell down #sdi recently, now back under 50p with a 10-20k block seller 1 reply 0 retweets 0 likes Reply 1 Retweet Like Ryan Wilkes ‏ @RyanWilkes20 Jul 8 More Sold #SDI lack of any positive movement week before finals means I’m out - may return but under 50p 0 replies 0 retweets 1 like Reply Retweet Like 1 Ryan Wilkes ‏ @RyanWilkes20 May 29 More #sdi those who bought at 64p now selling at 51p silly imho
buywell3
19/7/2019
11:01
We all get frustrated here at times (BUR has been doing my head in), so no worries on that account. Always happy to read a contrarian view when well argued.
xajorkith
19/7/2019
10:57
I'd repurchased in the last few days, as a trade on the results. At 53p, so I'm now stuck in. I should really take the loss. I probably will.Yesterday I let frustration get the better of me apologies all.
ronwilkes123
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