Sdi Share Discussion Threads

[steeplejack] 30/6/2022 08:34

That's a good appointment.

[rivaldo] 22/6/2022 09:42

Cheers - here's a direct link:



"The debut of ChemiMOS at Analytica in Munich, has so far been an exciting success. The Atik team are looking forward to plenty more discussions over the coming week."

This is the new product for "for long stare scientific imaging":

[arregius] 22/6/2022 09:03

Exactly. I put it in twitter. Check #SDI

[norbert colon] 22/6/2022 08:19

Analytica show in Munich - LinkedIn

[alter ego] 22/6/2022 07:48

Arregius, could you divulge the source of that piece of info please?

[arregius] 22/6/2022 07:15

Atik is still doing awesome. New product was a success

[martinthebrave] 15/6/2022 16:14

Bought back in earlier 150p (& a bit!). Great "Materially Ahead) 6th May. Has dropped back quite a bit, so hopeful!

[arregius] 15/6/2022 12:48

https://news.lifesciencenewswire.com/newsroom/atik-cameras-launches-chemimos-a-new-cooled-cmos-camera-optimised-for-long-exposure-imaging

[rivaldo] 14/6/2022 11:03

Good news flow from Monmouth and Chell as below (OT : CLX recently advised that profits for the coming year would be "materially ahead of current market expectations". With the prospects for CLX in data centres, 5G, cloud computing etc looking brighter than ever CLX is imo likely to issue further such positive statements, not least at the upcoming AGM).

Monmouth are busy:



And Chell have used the current component supply situation to review their operating procedures and component supplies and "have ended up improving not only supply, but also functionality and future capabilities":

[petewy] 13/6/2022 14:29

Agreed Riv. The FTSE is doing the damage. It has been overvalued above 7300 and when it gets down to 7150(my beliefs) then we have a level playing field. I sold my holding at 170p and will buy in again when I feel the FTSE is at a its lowest point.(Longterm holder since 55p)
SDI is a part of ptfolio which is non div shares which the FTSE often crucifies when it falls e.g. SDI, ZOO. CLX is about to be battered. OMO

[steeplejack] 13/6/2022 10:21

Babies and bathwater......

[rivaldo] 13/6/2022 09:59

The price is down 3.6% today on just £42k of trades! Sellers are getting mugged by thr MMs.

Based on Edison's forecast 8.4p EPS this year SDI are now on a current year P/E of only 17.6, which is tremendous value in SDI terms.

Especially as (1) we know that SDI guide their broker forecasts very conservatively, and (2) only last month SDI said:

"we expect FY2023 to be the Group's best year yet, also ahead of current market expectations".

I note that JDG now trade on a current year P/E of 28.2. If SDI were on the same rating the share price would be 237p.

[rivaldo] 31/5/2022 11:15

FYI Techinvest advised to continue buying SDI at 171p in their last but one April issue after the acquisition of Safelab.

They concluded:

"The acquisition of Safelab is another step in SDI's growth strategy, and the second significant acquisition of the financial year, demonstrating again the opportunities to acquire in sectors related to the group's existing portfolio.

We believe there are many further opportunities for SDI to consolidate the highly fragmented markets that the company targets. Results with acquisitions so far have been exemplary, delivering strong financial returns and useful operational sunergies. Continue to buy."

[davidosh] 15/5/2022 21:47

Mello2022, the popular three-day Investor event takes place on 24TH-26TH MAY at the Clayton Hotel & Conference Centre, Chiswick, W4. The breakdown of the three days is as follows:
Tuesday 24th May, 9am - 6pm - Mello Investment Trusts and Funds
Wednesday 25th & Thursday 26th May, 9am - 6pm - Smaller Growth and Mid-Cap Companies

WE ARE GIVING AWAY 20 FREE TICKETS TO THE T&FS EVENT on the 24th May. THE FREE CODE IS FIRST20TF.

Just to let shareholders and prospective investors in SDI know that I will be interviewing Ken Ford the very successful SDI chairman at the two day company event. There will be 60+ LSE Small Cap and AIM listed companies attending. There will also be keynote speakers such as Lord John Lee, Andy Brough, Rosemary Banyard, Clarke Carlisle and Gervais Williams.

Tickets for 1 day are £115 and tickets for 2 days are £189. To get 50% off, use code MMTADVFN50.

For more information, please visit the event webpage:

[arregius] 15/5/2022 07:54

Tx Rivaldo Appreciat it

[rivaldo] 13/5/2022 10:41

SDI were one of the "Great Ideas" in yesterday's issue of Shares Magazine, but I suspect today's bounce is more a reflection of the better markets and people taking advantage of low prices given the superb recent news flow.

Here's the article anyway....

"HAVING DRIFTED LOWER amid a wider sell-off for growth and technology stocks, a stellar trading update on 6 May has helped give science kit maker SDI (SDI:AIM) a boost.

SDI is a collection of businesses which design and manufacture sensing, digital imaging and control equipment used in sectors such as life sciences, healthcare and art conservation.

In a record result for the business, sales are expected to be approximately £49 million for the year to 30 April 2022, versus £35.1 million in 2021. SDI is guiding for organic sales growth in excess of 20%, which would be an improvement on the previous year’s 19% organic growth.

Adjusted pre-tax profit is expected to be at least £10.5 million, up from the previous year’s £7.4 million. Analyst consensus estimates stood at £9.65
million adjusted pre-tax profit on £46.65 million revenue in advance of the update.

FinnCap responded by raising its 2023 revenue and adjusted pre-tax profit estimates by £2.5 million and £1 million, respectively.

SDI expects another record year in the 12 months to 30 April 2023, also ahead of
previous expectations.

SHARES SAYS: 
The recent share price performance does not reflect how well the business is doing. Keep buying."

[bigbigdave] 13/5/2022 08:24

Hello, tipped anywhere this morning?

[rivaldo] 12/5/2022 12:21

Listened back to the Mello presentation - nicely summarised and certainly convinced the fellow presenters!

Here's a new article about SDI from the Armchair Trader, with an interesting perspective on the continuing potential for Atik's PCR testing going forward.

In these markets SDI are looking even better value now considering they're trading ahread of expectations and have already upgraded expectations for the year to April'23:

[arregius] 10/5/2022 11:42

I wish It was Sell. Because i want to buy more

[fillspectre] 09/5/2022 21:52

Davidosh - what was tonight's verdict? Fils

[davidosh] 09/5/2022 16:34

SDI will be featured on the Mello BASH (Buy Avoid, Sell or Hold) tonight

[rivaldo] 08/5/2022 07:49

Cheers hastings, great write-up. It's great to hear that SDI have "a foot in the door with new potential OEM’s regarding Atik's cameras"....

Plus SVS which was making £0.7m EBIT on recent acquisition is already potentially making £1m profits now.

And SDI "have a number of potential buys in the frame" using their cash.

These guys do not let the grass grow under their feet for long.

Here's a direct link:

[hastings] 07/5/2022 18:16

Catching up with management, brief write up for interest.Https://martinflitton1.wixsite.com/privatepunter/post/cash-in-the-atik-07-05-23