Sdi Share Discussion Threads

[rivaldo] 11/8/2020 13:44

New feature on Atik Cameras' usage in testing for COVID-19: Https://www.atik-cameras.com/news/testing-for-covid-19-atik-cameras/ Conclusion: "We now have thousands of cameras installed in diagnostic machines around the world, with these machines themselves undertaking thousands of tests per day. However, this merely scratches the surface of what our cameras can do in OEM applications, for more information about what our cameras can do for you please get in touch, and be sure to subscribe to our OEM newsletter to be the first to learn about our events, white papers, and cameras." And more news re development of a new camera to be for sale by the end of the year: Https://www.atik-cameras.com/news/the-atik-roundup-july-2020/

[rivaldo] 10/8/2020 08:58

Techinvest had an introductory feature on SDI in this month's issue, in the "Market Miscellany" column. Above all, they conclude that SDI are a Buy - and that they will "write more next month". There's nothing that's new to long-term holders here. But they note that SDI are well positioned to benefit from "the global expansion of automation and in-process instruments, as well as medical and pharmaceutical research". And that they like buy and build models like SDI's, which offers strong potential growth as a consolidator in a targeted niche.

[arregius] 07/8/2020 20:46

+ acquisitions quickly change TP

[greg the grinch] 07/8/2020 18:16

I also have no TP. I'm going to see where sittin and waitin takes me.

[arregius] 07/8/2020 16:41

No target price for me. This a longterm hold so I dont think 70p or 90p is relevant short term.

[greg the grinch] 07/8/2020 15:58

Sittin and waitin... 70p target way too low IMHO Was 90p and good news since then. GLA

[bisho4] 07/8/2020 13:05

SDI has good management and a solid foundation to its business. It was unfairly hit by Covid, and has been slow to recover, but a slow and steady recovery is fine by me. It will get back to 70p+ in the not too distant future. There's plenty of upside and not much downside, so buy-and-holders will be rewarded.

[alphabeta4] 04/8/2020 11:14

Suspect various global manufacturing PMI beats yesterday bodes well. Maybe price starting to recognise this?

[hastings] 04/8/2020 10:32

Good to see some moving forward here again.

[bramble13] 04/8/2020 10:29

Lets split the difference.

[johndoe23] 04/8/2020 10:09

Mine is 72p, so we are in similar ball park!

[bramble13] 04/8/2020 09:57

My share price projection is 70p, in the short term.

[tomv33] 04/8/2020 09:36

It's really a waiting game now

[johndoe23] 04/8/2020 09:35

Final results were last month, which on my view were very good. Interims December

[tomv33] 04/8/2020 09:17

When will this recover back to 90p? When are the next results?

[bramble13] 03/8/2020 17:32

Break out is eminent. Buy for a good upward trend.

[jaknife] 03/8/2020 17:12

Arregius, FWIW I was bid by the market for stock today. JakNife

[arregius] 03/8/2020 15:50

Decent buying today

[robow] 29/7/2020 09:32

thanks Rivaldo for link to presentation

[rivaldo] 29/7/2020 09:22

The InvestorMeet presentation from 24th July is online and can be listened to here: Https://www.investormeetcompany.com/investor/meeting/final-results-for-the-year-ended-30th-april-2020 A few interesting points I jotted down: - re COVID, MPB increased flow meter output from 150 per day to 500 per day at peak output for a large order fulfilment in July - Atik Cameras' camera to detect COVID in labs will start shipping this month - Atik have diversified away from astronomy with "significant growth in life sciences" - hopeful for new new acquisitions this year from a large pipeline. Could make a smaller one from current resources, or a larger one might be part-financed by equity - acquisitions have got to be profitable and cash-generative, with a strong management - Mike is on the road this week looking at acquisitions. SDI acquired Chell Instruments after being appointed the preferred bidder from a list of ten interested parties - an unusually high deferred tax charge disproportionately affected EPS growth last year

[investorschampion] 22/7/2020 12:32

The shares remain 36% down on January highs when all was going well and look interesting at current levels. Read more in our daily update on the impact of the coronavirus on SDI and other stocks we follow here: Https://www.investorschampion.com/channel/blog/coronavirus-impact-21-july-we-comment-on-an-aim-newcomer-and-other-news

[trident5] 21/7/2020 18:22

GtG - I think three have P/E ratios of about 30x: they seem to be good long term holds, but are not cheap.

[greg the grinch] 21/7/2020 17:40

Trident5: Your biggest positions have some interesting pe ratios? Comment? My general point was, this was at 90p before the recent crash and if you look at SDI's portfolio of companies, I fail to see why CV will destroy earnings - in fact thay are making stuff that should be in high demand. Regardless of the economy, money will flow into this sector because we need to build out our medical/high tech sector. GLA