Sdi Share Discussion Threads

[gdjs100] 21/10/2021 11:17

Please stop.

[hastings] 20/10/2021 12:36

Agreed Trident. Been here some years now and Mike and Ken have been straight, direct and delivered. The last update, which wasn't long ago was positive enough for me.I'm pleased that when it comes to acquisitions they are doing what they have previously done, that is lining up the ducks first!

[trident5] 20/10/2021 12:27

You're twitchy. They're a small company making a small number of acquisitions - just do the maths - there will inevitably be periods where there is no M&A activity - suggests some discipline and would be v worrying were it otherwise.

Maybe they're too busy running the company to tweet about what they had for breakfast.) Edit - this was a reply to SU's now deleted msg)

[petewy] 19/10/2021 15:45

Thanks Kaffee

[arregius] 19/10/2021 14:47

Almost 400k shares at 183p went through

[kaffee] 19/10/2021 13:46

Petewy..... re Techinvest... I subscribe. Editor has a very very cautious approach to their Trader Portfolio 5 investments in my view.

Editor is obviously of the opinion a shotgun approach will yield better results so he's committing around 3% per trade.... I don't know if that's what he used to do but I'm struggling to see how he is going to replicate previous portfolio success with that approach......but WTFDIK. Could be market conditions I guess.

Rough rule of thumb for tip sheets is normally to commit 10% per trade in the early days of a new Portfolio.

[hastings] 18/10/2021 20:25

To be fair, he doesn't appear to have stayed very long at his previous places of employment!

[sweetunicorn] 18/10/2021 20:18

I hope SDI management finally realises the importance of a high quality incentive system and how important it is to turn managers at all levels into long-term SDI shareholders through an intelligent bonus system. SDI management should look at the incentive and bonus system of Volex PLC and Constellation Software.

10 months without relevant M&A action and executives leaving the company after a short time.

SDI is a great company but there is some room for improvement and some opportunities to develop further. I hope Mike and Ken have the vision needed to keep SDI on the growth path for the long term.

If the FCF continues to rise, it will be necessary to develop the structures further.

I know critical words are not welcome here but I think one should not only sing praises but also be able to address risks.

10 months without M&A action and high-quality executives who cannot be retained are a sign of the beginning of structural problems that need to be recognised and addressed.

My last contribution.


No investment recommendation.

[arregius] 18/10/2021 17:37

We wanted to get in touch to let you know about some changes to the team here at Atik Cameras.Sadly, Jason Evans (Sales & Marketing Director) will be leaving the business at the end of the month to pursue a new position outside of imaging. We'd like to take this opportunity to thank Jason for his hard work and dedication throughout his time with Atik. Whilst sad to see him go, this has provided opportunities for other positive changes within the business, with Dr Panos Kapetanopoulos stepping in to the role of Director, Atik Cameras (UK). As such, Panos will now lead both our R&D and Sales & Marketing teams from our UK facility. Panos is a veteran of the imaging world with experience in both developing new products, alongside forging lasting partnerships with customers old and new.We're pleased to say that your key contacts remain in place. Team members including Frederico Dias (Key Account Manager) and Julie Payne (Dispatch & Invoice Clerk) continue to be available to support your every need. Whilst you can always reach us via our website contact form, we have included the key contact information for you at the bottom of this message.There are many exciting plans in the pipeline, including new product development and launches, so please do keep in touch and don't hesitate to contact us via your normal channels should you have any questions or projects that need our support.Many thanks,The Atik Team

[petewy] 17/10/2021 13:13

I bought in SDI when it was tipped by Techinvest, more than five years ago at about 20p.I am thinking of using Techinvest again.
Any opinions on its standard now. It was excellent.

[glaws2] 15/10/2021 14:41

Yup - up from 3% to 7% in six weeks

[sweetunicorn] 15/10/2021 13:33

Danske bank has done it again

[sweetunicorn] 11/10/2021 08:09

Seasonally difficult environment and massive outflows from UK equity.

Partial explanation for ignoring great fundamental developments in #SDI and other great UK stocks.

"UK equity funds suffered second-worst month for outflows on record in September"

[...]

[sweetunicorn] 05/10/2021 12:11

"We are a division of the Synoptics Group, founded in 1985 by imaging experts from the University of Cambridge. Synoptics is owned by SDI Group plc."

So Gallenkamp is now the fifth division of Synoptics.

Syngene
Synbiosis
Synoptics Health
Fistreem
Gallenkamp

Synoptics / SDI also acquired Ionscope in 2019 via an Asset Purchase Agreement (APA) where it is not clear exactly what happened to it.

I'm not sure as of now Synoptiks looks like a pretty confusing jumbled up box to me.

Synoptiks was always a problem child of SDI and had to struggle with declining sales for a long time. This effect could be reversed through acquisitive growth through the integration of Fistreem and Ionscope and moderate organic growth.

I wonder whether it would not be better for Synoptiks, instead of more and more nesting through more and more divisions, to clean up and eliminate inefficient, unnecessary structures through an intelligent optimisation programme and thus streamline the cost base and make the structures more efficient and direct.

Do you need an additional division that requires additional staff and costs for marketing and administration to offer the products?

Monmouth already has a product marketing platform for scientific instruments as a separate division.



I hope SDI does not get too bogged down in non-essential structures to chase scalability and synergies and neglect its focus which should be on M&A.

I would be more interested to see SDI optimise and expand its M&A structures to build an M&A pipeline that allows for 3-5 acquisitions per year in the medium to long term.

This would require implementing an M&A structure that allows it to generate M&A targets predominantly from its own resources without having to resort to marketers.

SDI also seems to be using the same M&A marketer as JDG, which I don't find particularly advantageous.

More than 9 months without any relevant action on the M&A front should give reason to review the M&A structures of a serial acquirer.

Growth thrives on optimisation and improvement as well as striving for greater things. A rolling stone gathers no moss.

SDI will grow and thus the M&A wheel will have to turn faster to keep M&A growth high. Therefore, the focus should be on optimising the M&A structures and acquisitive growth.

[rivaldo] 05/10/2021 11:27

SDI has revamped and improved its heritage Gallenkamp lab equipment brand which it acquired via Fistreem, and relaunched it as follows, with a new web site etc:





"Gallenkamp Launches Smart New Website and Brochure
Thursday, 30 September 2021

Making it Quicker and Easier to Obtain High-Quality Laboratory Equipment

CAMBRIDGE, UK, September 30, 2021 / B3C newswire / -- Gallenkamp, a long established supplier of high quality laboratory equipment for scientific applications, is pleased to announce its website www.gallenkamp-labs.com and product brochure are now live. These easy-to-use on-line tools will make it quicker and simpler for scientists to access a range of robust laboratory equipment, as well as special offers from just one supplier.

Comprising six easy to navigate sections, the new Gallenkamp web site includes information about available products and where to purchase them, as well as a handy search facility to check for types of products. In the product range section, ranges are grouped by application in 12 areas. There is a life sciences section which contains all the equipment required to run and image DNA and protein gels, as well as transfer proteins to Western blots. The other areas have details about laboratory staples such as ovens and vacuum ovens, lab chillers and coolers, lab stirrers and shakers, safety cabinets, water baths, autoclaves, and temperature control products, making it easy for scientists to find the right equipment for their laboratory.

etc"

[fillspectre] 28/9/2021 20:36

You need pricing power. The more specialist the manufactured product the greater the pricing power. So does SDI have it. Fils

[ymaheru] 28/9/2021 19:57

A few manufacturing stocks have been smashed. I think fears are inflation will knock the world economy and so demand.
Even Halma has dropped 10% in last few days.

[fillspectre] 28/9/2021 18:58

Is this another one of them thar tree shakes. It dipped suddenly a while back to 160p. Or is this just the doldrums as the autumnal weather finally lands, the nights lengthen, furlough ends and we all have to look into a new reality. Nothing in the last week suggests the investment case for SDI changes. I am not aware they are a significant energy consumer, they don't surely use haulage any more than the next company. They produce high value items many of which are not necessarily bulky. Fils.

[steeplejack] 28/9/2021 16:03

Given recent update,i would think its general profit taking.A lot of 2021 winners are falling back today.

[trident5] 28/9/2021 13:46

Something bad by the looks of it.

[fozzie] 28/9/2021 13:37

10%+ gone in a blink, thoughts anyone?

[fillspectre] 24/9/2021 19:37

Looks like there has been a chunky £167K purchase today @ 209p plus another not unsubstantial one. A good read across from Judges Scientific interim results today? Fils