Sdi Share Discussion Threads

[davr0s] 24/2/2020 20:42

In your opinion

[dan_the_epic] 24/2/2020 18:42

Still overvalued by 15%. Wait until the UK infected coronavirus headlines hit

[martinthebrave] 24/2/2020 17:23

More to do with the structure of the Share base IMO. This is a PI favourite & PI's panicked today. I Added a quite a lot more at a slither under 70p. In 6 months time today will be seen by some as a positive event & by others as a missed opportunity.

[edscoville] 24/2/2020 15:17

Doesn't matter whether most factories are in the UK, their components and raw material supply chains will have overseas dependencies.

[fozzie] 24/2/2020 15:11

Portugal had no cases of C last time I looked. Savage mark down here, its only a month since we were mid 90's ffs.

[ihatemms] 24/2/2020 15:01

All factories in UK apart from 1 in Portugal.

[alphabeta4] 24/2/2020 14:38

Looks a lazy read across - from the finals only 1/4 on revenue is from Asia (is in the notes) and whilst I didn't manage to find all the factories all the last 4 acquisitions were all from the UK.

[tomv33] 24/2/2020 14:28

This seems to have been hit the hardest

[jaknife] 24/2/2020 12:52

Nothing specific, lots down on wider market concerns, mainly focused on corona virus.

[mobtheplod] 24/2/2020 12:51

Read across from JDG, issued statement re Coronavirus.

[rob762243] 24/2/2020 12:44

Any reason for this?

[arregius] 17/2/2020 09:36

Thanks. If we are to plce more shares does it mean we are not buying cheaply anymore? Making bigger acquisitions comes with a cost. Hopefully we can manage it

[garbetklb] 14/2/2020 01:28

Thanks JakNife - really helpful

[rivaldo] 13/2/2020 14:07

Cheers JakNife, thanks.

[glaws2] 13/2/2020 11:50

Thanks JakNife

[hastings] 13/2/2020 11:17

Thanks appreciated.

[jaknife] 13/2/2020 10:43

hastings, I was there, nothing new in particular was mentioned. The CEO ran through an explanation of each and every company, confirmed that all of them are profitable and that they never look at blue-sky cash burners. A question was asked about the treasury function which the CFO confirmed is the only part of each acquired business that is centralised, with treasury being transferred to a HSBC platform and run from head office. They noted that they may place to raise funds for the next deal and it was highlighted that (a) there should be an option for existing shareholders to participate, and (b) Primary Bid is *NOT* such an option because that's not specific to existing shareholders and works on a first come first served basis. JakNife

[hastings] 13/2/2020 09:18

Anyone see SDI at Sharesoc last night?

[capitalist] 10/2/2020 11:57

I actually find that quite reasuring. Sounds like there is a planned phased restart to the Chinese economy going on.

[fuji99] 10/2/2020 11:11

Is this why it continues dropping (China negative effect) ? Volex PLC Statement Regarding Current Situation in China 10/02/2020 9:57am UK Regulatory (RNS & others) Volex (LSE:VLX) Intraday Stock Chart Today : Monday 10 February 2020 Click Here for more Volex Charts. TIDMVLX RNS Number : 4764C Volex PLC 10 February 2020 10 February 2020 Volex plc ("Volex") Statement Regarding Current Situation in China Volex, the global supplier of complex assemblies for performance critical applications and power products, today provides an update on the current situation in China. As a result of the outbreak of Coronavirus in Wuhan, all major operations in China have been subject to an extended and mandatory closure over the Chinese New Year holiday period. The welfare of our employees continues to be the top priority for Volex. Over the past week we have been working closely with local government agencies in China to implement certain precautionary measures to allow our employees to return to a safe work environment. Volex has 14 manufacturing plants across the globe, four of which are in China. Three facilities are located in Guangdong province, Southern China, approximately 1,000km from Wuhan and one facility is located in Jiang-Su province, Eastern China, approximately 600km from Wuhan. As of today, one of our four sites in China has resumed operations at a reduced capacity. The other sites will follow once the necessary approvals are received from the Chinese authorities.

[bookbroker] 10/2/2020 11:03

Benny the Dip!

[dan_the_epic] 10/2/2020 11:00

China worries hitting volex. 26% of revenues for sdi came from asia last yr