Sdi Share Discussion Threads

[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.

[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:



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

[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

[ssahoy18] 21/7/2020 16:02

trident, what are your biggest positions? asking as genuinely curious, i like people who give the the middle finger to adjustments

[trident5] 21/7/2020 15:32

I don't use it because it's, er, adjusted.
Why do you use it?

[trident5] 21/7/2020 14:39

Hastings - I'm using SDI's eps as in the accounts - should be the most reliable place to go.

You can of course adjust this upwards when promoting it to others.

[hastings] 21/7/2020 14:32

I'm using the FinnCap numbers 3.4p and 4.1p which is what the vast majority appear work on, you obviously do not.We will leave it there though and beg to differ, good luck what ever side of the fence you sit.