Sdi Share Discussion Threads

[rivaldo] 01/3/2021 10:22

Indeed. SCSW are only saying that in the context of the "breathtaking" 710% rise since they tipped SDI, and to raise a bit of cash for their portfolio by top-slicing.

Some of us have been here since 8.5p/9p and are still holding confidently.....

[steeplejack] 01/3/2021 10:03

Thats whats known as a 'brokers benefit'."Top slice your holding old boy,its had a good run and i'll get a bit of commission".

[mysteronz] 01/3/2021 09:46

Amazing the power of tips/sell recommendations. Like lemmings.

Ah well short term noise, im sure there have been many reasons to take a partial profit at and point from 20p...!

[kenmill1] 01/3/2021 09:28

drop today probably due to SCSW suggesting it was inclined to take a part profit, although still in their growth portfolio

[krutt] 25/2/2021 10:58

Nice trend in the last two years!!!!

[ayl30] 25/2/2021 08:52

Nice trend in last two weeks

[grabster] 24/2/2021 18:47

Thanks to its recent rise this has grown to be the biggest holding in my portfolio. An imbalance that I am happy to allow.

[krutt] 24/2/2021 17:07

My best performing share in my portfolio, it never disappoints and seems to be going from strength to strength. Hopefully this will continue its upward trajectory - No reason it shouldn't!

[hastings] 24/2/2021 16:03

I think we're just very well set Pug, ATIK obviously continuing to be a star, other parts of the business moving ahead too and don't forget Synoptics of course which is transformed and performing strongly and given its various offerings plenty of upside there. Then of course another acquisition or two likely, what's not to like!

[pugugly] 24/2/2021 15:29

Bounce today been generated by Atik camera article or something else?

[hastings] 23/2/2021 12:46

Nice to see that the Opus Instruments arm has solved a mystery!

[tomps2] 19/2/2021 09:56

SDI (SDI) on the Stockopedia / Piworld February 2021 StockSlam. Rebecca Stewart & Tamzin Freeman’s thoughts from 36:07.

Video -

Podcast -

[thewheeliedealer] 17/2/2021 21:32

Hi everyone,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast last week and part of our discussion includes SDI which looks like it has more legs to me.

As always we also chatted about loads of other Stocks and Ideas for research and a fair bit of educational stuff with regards to Investing and Portfolio Management. We also start off with quite a bit about the overall Markets and where they are most likely heading.

Anyway, if you use Youtube, Apple, Audioboom, Overcast, Google+ or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 42) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Cheers, WD
@wheeliedealer

[fillspectre] 16/2/2021 20:14

bdroop - thanks for the direct reply. Very valid points - awareness of being cash rich might mean sellers drive harder bargains - and lost rigour. I have seen a CEO with plenty of lost rigour almost compulsed to acquire every six months to keep up the news feed. Eventually the rest of the board have taken over following the CEO departure and instantly halted on the acquisition trail. Instead they are consolidating, paying down debt and trying to find the promised synergies. I just don't see Mike Creedon dropping his whole modus operandi and his guard like that. At the moment everything appears to be working. I was just wondering if as we come out of Covid restrictions there might be on offer a lot of family owned quality businesses - where the owner / manager has found the last year too stressful and they are ready to retire / sell. Might it be the time for Mike Creedon to have a little more to play with? Fils

[bdroop] 16/2/2021 18:24

Not sure. Depends if there’s more opportunities out there than cash on hand, impressions to date are that this might not necessarily be the case. When people think you’ve got lots of money to spend then prices go up accordingly? When you have cash burning a hole in your pocket then it’s tempting to lose some of your “old” rigour? There’s some contra thoughts anyway. I’ve held this share since March 2017 and not ever been tempted to top slice or sell a share on the back of the existing approach and a small number of share issues within that time. A while ago now though..2021 increase and awareness has been a delight though, of course.

[fillspectre] 16/2/2021 17:28

Does anyone else feel like me? - that they would be quite happy for SDI to raise some capital now to fund further acquisitions? Seems to be a lot of money on offer at the moment. How about some on the bet that Mike Creedon and team can keep coming up with value adding acquisitions? Just as long as a large war chest doesn't cause the control of the purse strings to slip a little. Fils

[our haven] 16/2/2021 10:19

The 515 000 at the same price is helping it northwards now. Shaping up for a promising day Rivaldo.

[rivaldo] 16/2/2021 08:05

Nice 15,000 opening buy at 165p - 1p above the 164p published full offer price.

[hastings] 15/2/2021 17:05

Great spot riv and a good read.

[rivaldo] 15/2/2021 15:16

Impressive stuff from Chell Instruments:



"08.02.21
Chell Instruments Celebrate Smallest, Fastest and Most Accurate Range Ever

World-renowned gas measurement and control experts, Chell Instruments, have announced their MicroDaq, nanoDaq and nanoDaq-LT range now features the smallest, fastest and most accurate pressure scanners available on the market.

With over 25 products, Chell’s range now features products which they believe achieve the highest specifications in many categories. With more than four decades of development, the full scanner range has been designed to meet pressure scanning challenges in industries including aerospace and motorsport.

Nick Broadley, Managing Director of Chell Instruments, says “We’re thrilled to have developed our complete scanner range to include the smallest, fastest and most accurate pressure scanners on the market. All our products are designed for the very best performance and manufactured right here in the UK. It’s a testament to our engineering team that we’ve developed such a comprehensive range of products which lead in so many areas!”

Chell’s nanoDAQ-LTC-16 is the smallest available on the market. The compact pressure scanner measures only 50mm by 23mm by 9mm but has the same advanced calibration and thermal compensation as the rest of the nanoDaq-LT range. The intelligent scanner’s compact size means it can be used in challenging applications and environments with limited space and access.

Chell’s nanoDAQ32 holds the prestigious accolade of being the fastest pressure scanner available on the market. The miniature pressure scanner can produce fully compensated engineering unit data at a frequency of 4kHz per channel. Combined with its compact size, it makes it a powerful tool for dynamic applications such as wind-tunnel testing.

In addition, Chell’s microDAQ is still the benchmark for high accuracy pressure data acquisition. The ‘single box solution’ provides complete pressure scanning with outputs of over Ethernet and CAN. However, it does so with an accuracy level of better than 0.05% of full scale.

etc"

[bluebelle] 11/2/2021 09:29

Energeticbacker
JDG has always been my benchmark for SDI, not least in convincing me to hold on during the dips. So many sold out of JDG at a profit but missed out on the bigger returns later.

[energeticbacker] 10/2/2021 17:24

Investor's Champion - SDI is one to watch in 2021 - Judges Mk2

[rivaldo] 10/2/2021 15:25

Cheers hastings, an excellent summary.

Apart from everything else, the AutoCOL colony counting system from Synoptics sounds particularly exciting, with "interest from 4 of the top 10 Pharma companies".

And the Uniform Engineering acquisition is yet another example of how SDI are not just a buy and build operation, but use their acquisitions to turbo-charge organic growth:

"Within the group we have four businesses that use metal fabrication which is part of the virtual chain, so it makes absolute sense to use our own facility, whilst also extending its reach”".

[hastings] 10/2/2021 14:59

Comment hopefully of interest to other holders. Https://martinflitton1.wixsite.com/privatepunter/post/sdi-group-in-rude-health-10-02-21

[rivaldo] 10/2/2021 10:58

For the record, another update, this time from Progressive Equity Research. No price target like Finncap's 180p. They see 7p EPS for the coming year, just below Finncap's 7.1p EPS



"In our view, this major follow-on order for Atik Cameras highlightsthe considerable organic growth potential that can exist within SDI Group’s operating businesses. The resulting substantial upgrades to our forecasts serve to reinforce the assertion that the group’s growth strategy is not dependent purely on acquisitions, but that two complementary drivers exist which provide SDI Group withthe potential to deliver significant growth."