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

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Many thanks Rhomboid for sharing your insights
AGM notes previously shared on Twitter but for completeness i’ll Post them here too Random notes Overall business is trading well....Acquisition strategy is delivering cross company sales opportunities, lots of knowledge sharing They are Brexit impacts of note anticipated Acquisition pipeline is strong..more businesses are being offered to them as they are seen as ‘good acquirers’ ...looking after the people & growing the business & retirement sellers typically are staying involved/invested Those just acquired are integrating well with no unexpected issues..important to note they acquire cash generative, profitable businesses with market leading niches...many sell globally Acquisitions are small ..but have mgt in place that simply need guidance, back up, & the eagle eye of Mr Creedon who is in perpetual motion 🙂 Geographic spread is relatively tight ...Stansted to Lisbon flights apart Atik cameras are moving to new premises being fitted out now...50% bigger capacity..since acquisition staff numbers have gone from 6 to 30 with more on the way New OSI higher price product about to hire Atik Sales Director Jason Evans was present at the AGM & the opportunity seems to have him motivated Jon Abell CFO is recruiting a senior Financial Controller with commercial instincts..that will help future acquisitions & their bedding in process 5% organic growth is atypically low..(due to timing of acquisitions/calendarisation) I’m fully expecting a higher figure going forward Martin @privatepunter will no doubt be along shortly to pen something...but a v positive AGM & I envisage holding SDI shares for as long as I’m drawing breath 🙂
More wise words. Should sell these NOW. buywell325 Sep '19 - 08:44 - 3098 of 3098 buywell makes it a point to NEVER invest on anything that has a NEGATIVE tangible value per share common sense really
Agreed my take too rivaldo.Hopefully learn a bit more at the AGM later.
Very similar statement in Sept 2017 and 2018. And in each of those years, they went on to beat thereafter, and that was ex acquisitions. They display what I like in a mgmt team - they set expectations conservatively and hence follow the route of underpromise and overdeliver Today's RNS also derisks the acquisitions made last year quite nicely and shows for the first time (though still not 100% certain), that the acq strategy is not creating operational hiccups. Which is a pretty important positive
Agreed, absolutely fine. The key point here is that SDI are "comfortable" with both current trading and expectations at this early point, suggesting that they're pretty relaxed about being in line and may well do a degree better than that assuming things continue to go well.
AGM trading statement out and absolutely fine. In line with expects and new year off to a good start. Happy with mkt expectations which are for revenues of £23.2m (+33% y/y, 5% org), and adj. EPS diluted of 3.57p. Rolling 12m fwd P/E is 14x Look forward to any comments AGM attendees may be able to share later today or tomorrow!
AGM Trading Update The Group has made a good start to the new financial year. Despite the potential for economic headwinds, the Board is comfortable with current trading and in delivering financials in line with market expectations for the year. The Group continues to perform well and we look forward to updating the market further with our half year results in December 2019.
Good post - looking back through JDGs organic growth trends is quite interesting in that most years we are talking about around mid single digits So I've come around to the mindset that I'm absolutely fine with low to mid single digits here as what really drives the share price growth story is the inorganic aspects. I.e. SDIs growth I imagine will be more like 25-50% organic going forward on average depending on how much M&A per year That said, of course we'd like to see at least mid single digit to reflect that there are real operational improvements happening at the holding companies, and I think that's where JDG has really excelled in recent years. While it has done less M+A than 3-5 years ago and that really worked for shareholders, organic growth on revenues, but more importantly at the profits level has been really impressive. Hence I definitely appreciate the anecdotal holding company operational improvements SDI is giving at results releases (e.g. around capacity increases at Atik)
Wednesday's AGM will be interesting. I'm not going but am looking forward to reading the regular contributions from those bulletin board members that do attend. Certainly looking like interest is stirring again in SDI as the share trading volume is beginning to get back to the daily numbers we were getting used to in early 2019. The five new Companies purchased Winter 2018 through to Spring 2019 hopefully are being embedded nicely into the SDI larger organisation. I like the fact a full six months has gone by without further acquisitions as sometimes a pause is necessary for Management to catch up with the assimilation. Plus we need concrete evidence that the selection of these Companies for their immediate Group profit enhancing ability is being validated by the numbers. The organic growth wasn't great last year at 5% - there is nothing wrong with the buy and build model as long as the buying is without exception smartly done. Fils
We have a growth company seminar on the 15th October in Manchester with Scientific Digital Imaging lined up to present. This may be of interest to potential investors or current shareholders. More details and registration can be found here: hTTps://
Tinypic has shut down so need to find an alternative image hosting service that works with ADVFN!! Have reposted the current forecasts above, and the current next 12 months P/E ratio I'm not expecting fireworks with the SDI AGM but quiet progress and usual comments on political stuff. But time to overweight this is between accretive acqs and when share price is at a low ebb IMO. So have taken this back to 30% of folio again this morn at ~51p. ~13.6x NTM P/E. What also helps is that, from acquisitions already concluded in the last financial year, they should be able to deliver >30% revenue growth this year, and forecasts are for c. 18% adj. EPS growth (higher tax holds back %). And that should screen well for a lot of investors
Time looks opportune IMO for another acquisition/s With the GBP now as cheap as chips Buying decent profit making UK unlisted companies makes sense Sense that means SDI Group gets bigger and will attract a bid from overseas at a discount of around 20% to what it was 1yr ago , 30% to what it was 2 yrs ago , and 50% to what it was about 5 yrs ago. If it means taking on another 2M to 3M bank debt ……. rates are low for say 3 yr to 5yr deals Brexit one way or another will soon get sorted ……. so IMO the time is right to buy
2019 AR
Thanks Rhomboid. Will look out for them this week.
HTTPS:// 2018 AR...2019 not yet published..will no doubt be this week to allow time for perusal before the AGM in 3 weeks
Has anyone seen the full annual accounts to April? Had a look on their website but couldn't find a copy to download.
How many other meat cutting plants are doing the same = more vCJD cases are still very much a possibility ---------------------------------------------------------------- 23rd Aug 2019 A meat cutting plan has been ordered to pay out over £60,000 after it failed to ensure the removal of specific animal parts from its meat. Specific animal parts must be removed before they enter the food chain to reduce risk from brain diseases that cattle, sheep and goats are vulnerable to. These include BSE in cattle, which has been linked to human diseases such as Creutzfeldt-Jakob disease (CJD). htTps://
Follow up from the above post 15th August 2019 Critics warn of 'totally unacceptable' risk to humans after meat from 21 tainted elk herds enters food supply hTtps://
The link below is to a letter signed by a large number of learned , well respected , highly qualified individuals , recently sent : June17, 2019 To the URGENT attention of: Rt. Hon. Prime Minister Trudeau Hon. Marie-Claude Bibeau Hon. Ralph Goodale Hon. Ginette Petitpas Taylor Hon. Catherine McKenna Hon. Carolyn Bennett Hon. Seamus O’Reagan Hon. Jim Carr Hon. Bill Morneau Government of Canada House of Commons Ottawa, Ontario K1A 0A6 Dear Rt. Hon. Prime Minister Trudeau, and Honourable Ministers, htTp://
Remember ProReveal made by SDI can detect residue prion protein on cleaned surgical instruments . CWD is the deer/moose/elk prion disease equivalent of Mad Cow disease BSE Another Province in Canada looks like it will soon have to announce CWD is present--British Columbia (BC) hTtps:// In the USA where 26 states already are affected by CWD , two more states are very likely to announce that they too have CWD present as the spread of that disease continues unabated --- Kentucky and Indiana It is buywell's opinion that once a new piece of CWD test equipment becomes available that will be able to detect CWD in live animals MANY more CWD cases will be announced across many states as yet officially affected as having the disease hTtps:// buywell sees this as a parallel development with a new piece of test equipment for detecting Alzheimer's in live humans Both are in the process of development Both should be ready within 1 to 2 years time.
Excellent NC, drop me a line if you fancy hanging around for a bit afterwards.
Yep 23rd Sep iirc - hoping to see you there. Never been to Cambridge before believe it or not!
norbert colon
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