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
  0.00 0.0% 70.00 69.00 71.00 70.00 70.00 70.00 93,696 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 17.4 2.1 2.1 33.3 68

Sdi Share Discussion Threads

Showing 2151 to 2174 of 2200 messages
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DateSubjectAuthorDiscuss
07/11/2019
08:33
Looks like there is a bit of resistance at ~63.8. What are your opinions on this? Personally I'm going to hold as I think the price will eventually rise further.
adibadi
06/11/2019
14:12
https://www.syngene.com/news/syngene-sponsors-tufts-launchpad-biolabs-to-support-biomedical-innovation-in-boston/
hastings
05/11/2019
11:55
Cheers melody9999.
rivaldo
04/11/2019
00:03
Here is the conclusion Riv SDI Group is smaller than Judges Scientific and is cheaper on a range of metrics, including Slater’s PEG ratio - a classic measure of how much investors are paying for the promise of future growth - and it is when viewed as a ‘growth at a reasonable price’ stock that SDI looks most attractive as an investment. In terms of financial strength, acquisition track record, free cash flow generation and overall quality, it does not quite live up to JDG’s exacting standards - yet - but management appears to have done a good job so far, and the group has ample time and opportunity to prove itself. That said, history is littered with value-destroying acquisitions. Buy and build strategies can go wrong, so it is not without risk. One point that clearly differentiates the two companies is their attitudes towards shareholder dilution. While Judges keeps a tight rein over its share count, SDI has nearly quadrupled its number of shares in issue over the past five years. In fairness, the funds raised have helped drive the company’s strategy and consequent share price growth. It would be positive to see SDI kick on from here and continue to scale up with minimal further dilution. Another positive sign would be to see the board increasing their own holdings in the company. SDI is bigger than it was five years ago, with a stronger balance sheet, a more diversified revenue stream across multiple geographies and has a more liquid shareholder base. Its subsidiary companies continue to establish a track record of profitable growth, which should translate into more free cash flow. All of these factors make SDI an attractive acquirer, which bodes well for its stated strategy and gives this stock the potential to be a high QM compounder.
melody9999
03/11/2019
23:33
Cheers Norbert - unfortunately I'm already subscribing to Research Tree, SCSW, ADVFN etc etc and really don't fancy adding more and more!
rivaldo
03/11/2019
08:58
Strongly recommend subscribing Rivaldo - lots of great content and tools and a team that cares about private investors. I'm not on the payroll btw!
norbert colon
03/11/2019
07:41
Cheers Norbert - but subscriber-only. Perhaps someone could copy the content after a suitable interval.
rivaldo
31/10/2019
07:22
Name change! 'SDI Group' - I suppose it better represents the broad range of companies now under their umbrella.
mr doughnut1
30/10/2019
08:14
Looks like it wants to go higher.
someuwin
29/10/2019
10:34
Bid now 61p Tipped somewhere? or MM/s just short of stock?
pugugly
29/10/2019
08:41
Yes, looking good rivaldo!
hastings
29/10/2019
08:16
Good to see 20k just bought at 59p - a full 1p above the current 58p published offer price.
rivaldo
28/10/2019
09:13
Fair enough my friend 🙂 We’ll have more insights when we see the next deal from both companies..incidentally SDI were using the same independent ’scout’ to source deals as JDG ..indeed he was at the AGM before last so maybe his absence this year was a sign that conflicts of interest are an issue now..not sure🤔
rhomboid
28/10/2019
09:01
I maintain there is an overlap, both companies would happily snap up a niche scientific business producing 750k ebitda with a good growth runway. JDG's largest current profit producers were picked up in this area. They may not overlap on a scientific sector basis but Mike recently stated they are not constrained by current areas of operation. As hastings said there are plenty of businesses in the arena to allow both JDG & SDI to thrive. I hold both.
cockerhoop
27/10/2019
22:37
Evening CH...I’m pretty sure Judges are targeting bigger businesses now...I’m also pretty sure they alluded to that in their last results Q&A ...it’s an inevitable consequence of their increasing success/size ,possibly that has been part of the reason why no deals have emerged in the last 12-18months...itR17;s illogical to suppose SDI & JDG are targeting similar size acquisitions given both are looking for a balance of materiality vs execution risk Best Regards 🙂
rhomboid
27/10/2019
21:32
Rhom, Actually the last 3 JDG's deals were companies in the £0.5m to £1m ebitda range which is exactly the area that Mike recently described to be SDI's current sweet spot size of target businesses. Saying that it seems clear that SDI have a specific target that they expect to acquire this financial year going by both Ken & Mike's recent comments.
cockerhoop
27/10/2019
18:00
Good evening elglanto It’s an interesting point you make ....actually the reverse situation is true, JDG are an excellent business but now need to acquire larger businesses to grow...in a market where targets are large enough to attract private equity competition SDI are still in the lower leagues so deal sizes are really too small for private equity, you make a good point re share issuance I’m instinctively opposed to it but recognise that thus far all issuance has been cumulatively value accretive & has accelerated growth & value accretive but I’m expecting FCF & the enlarged bank facility with accordion to be the primary funding for acquisitions going forward
rhomboid
27/10/2019
13:52
Why would Judges have any impact on SDI's acquisition programme?We are talking about a very fragmented space with some 2k businesses that fit the bill.I think we we will have another decent purchase concluded in the coming months and I remain a firm holder.
hastings
26/10/2019
22:16
Thanks for the answer. While I do agree that the share price increased quite a bit as well as the earnings, the revenue per share actually decreased since 2015 (however, the net earnings still grew). Also, pireric mentionned that: "The increase in shares was necessary because the company was coming from a very low market cap, and so taking on leverage at those levels to make the acquisitions probably would not have been available or have made sense" While I do understand this point from the earlier days, SDI issued shares earlier this year for another aquisition. However I would think that now, having some leverage would have been fine and could have lead to more value for the shareholders in the future than with a share dilution that I more see as a short term solution. What would be your opinion on that? Finally, there is another UK company named Judges Scientific PLC which is also in the Buy and Build strategy in the scientific domain. Judge has now a much larger size than SDI and therefore more "acquisition power". So as anyone here studied the possibility that Judge might prevent or limit SDI growth/acquisitions?
elglanto
25/10/2019
14:36
The Scientific Digital Imaging presentation from our recent Manchester company seminar can be found in our members area here: hTTps://sharesoc.ning.com/xn/detail/6389471:Comment:54429 To access the presentation, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here: hTTps://www.sharesoc.org/membership/ Once you've joined, you'll receive an invitation to register for our "members network" private social network, from where you'll be able to access the presentation (and presentations on 100s of other meetings). If you're already a member and have any difficulty accessing the report, please do not hesitate to contact us here: hTTps://www.sharesoc.org/contact-us/
sharesoc
18/10/2019
11:46
Bought some. Stockopedia.co.uk has it at around 14.5 times pe which looks very good value. And share price is breaking north of recent trend range point to 60p and new highs imho GLA
solooiler
17/10/2019
20:39
Not a huge amount of additional detail to be honest but maybe I'm throwing stones from a glass house! Added the cube article to the header etc.
pireric
17/10/2019
13:03
fyi - Very recent company https://beta.companieshouse.gov.uk/company/11921999/filing-history PLUS of course annual subscription to their publication Annual membership to AIM Investor is £495 per year, Anyone any experience of the publication?
pugugly
17/10/2019
11:34
i couldn't get that link working so i called them and they gave me the correct one... Https://regency.capital/l/aim-investor-the-secret-science-penny-share/?identity=SecretSciencePennyShare
staples2308
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