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[buywell3] 03/5/2019 16:23

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[alter ego] 03/5/2019 15:49

thx pireric, look fwd to it.

[pireric] 03/5/2019 15:43

I'll try and create a bridge for H2 EPS when I get a moment either this weekend or mid next week to set out what we could expect. As I say, I'm very confident they'll be ahead of expectations... And doesn't take a genius to come to that conclusion... As I'll hopefully present. Actually comes down to how far ahead they are

[petewy] 03/5/2019 15:14

Much App GHF

[hastings] 03/5/2019 13:19

Also a big thanks to GHF. I would hazard a guess we are looking mid to the end of the month going by that and what I previously learnt. Either way, nobody needs to be concerned imo, it'll come when it comes and I'm sure most of us are happy with that.

[pireric] 03/5/2019 12:40

Appreciated, thx GHF!

I'm personally expecting a beat of expectations and so for that to be the next catalyst. They did 1.38p adjusted diluted EPS in H1 and the FY forecast is 2.50p, and they've made acquisitions in the second half which mildly help the H2 figure. Plus Finncap explicitly said their forecast baked in Brexit disruption towards the end of the year, which is unlikely to have materialised. So the base forecast looks conservative to me.

So I'm pretty confident we'll be looking at an ahead of expectations statement before too long, and possibly as much as 10%-12% ahead if Q4 was strong

2 cents while we wait ;0)

Eric

[glasshalfull] 03/5/2019 12:25

Afternoon guys,

I had a call with both the CEO & FD yesterday. SDI are of course in a close period following their year end which occurred only a few days ago. As I understand, there is no rush to release a trading update, especially following 4 x acquisitions that occurred between Jan-April 2019 & the accountancy work required in light of this.

Hope to meet a few SDI holders at Mello2019. Believe that Mike Creedon, CEO will be attending & presenting on Thursday PM (16th May).

Hope that assists everyone...especially those eagerly watching the 7am RNS feed :-)

Kind regards,
GHF

[rhomboid] 03/5/2019 12:12

O/T
Hi Garbet

I’m at the AIEA AGM next week...are you attending?

Like the look of your portfolio..v high Quality 🙂

[hastings] 03/5/2019 07:38

Cheers rhomboid it'll be good to catch up, you too Garbet.

[buywell3] 03/5/2019 07:00

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[garbetklb] 02/5/2019 22:13

And I'm going to be at Mello - maybe worth getting together for a quick chat? My top 10 positions, which I believe overlap a bit with some people :
ABDP, SDI, BVXP, AIEA, NMRP, SOLI, DTG, IGR, LTHM, JDG.
Andy

[rhomboid] 02/5/2019 20:07

I’ll be there too Martin...happy to buy you a beverage for all your excellent work over the years covering SDI👍

[hastings] 02/5/2019 19:11

I'll be attending Mello myself Eric, so along with others I'll also add what I can.

[buywell3] 02/5/2019 18:20

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[pireric] 02/5/2019 17:32

Pure guess, but I'd imagine next week or early the week after. Then as Hastings has alluded elsewhere, they'll be presenting at Mello on May 16th which should help spread the story. Know a number of private investors are attending so should get some feedback

[ronwilkes123] 02/5/2019 15:35

Trading update tomorrow ? Was on a Friday last year I think

[rivaldo] 02/5/2019 12:35

There's now 3 separate threads going here, so I thought I'd bring this best one back to the top!

[buywell3] 02/5/2019 07:45

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[buywell3] 02/5/2019 07:07

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[discodave4] 01/5/2019 21:10

One that has got away!Good luck holders.Message to oneself - be more decisive and believe!.

[pireric] 01/5/2019 19:56

Small point, but noticed Fistreem has been consolidated as part of Synoptics on updated charts on SDI's website

[hastings] 01/5/2019 12:12

Good post rivaldo. Dentistry would seem like an obvious setting for ProReveal, perhaps they could target Bupa which has over 300 practices via its purchase of Oasis!

[rivaldo] 01/5/2019 12:00

The April '19 issue of Dental Nursing magazine discusses ProReveal re infection control - £25 for full access if anyone wants to subscribe....(OT: realised I posted this in error on the old thread, apologies!):



"Dental Nursing VOL. 15, NO. 4 | Infection Control normal
The power of pre-treatment forumlations
Peter Bacon
Published Online: 1 Apr 2019

Abstract

Peter Bacon reports on a study proving the positive effect of pre-treatment formulations on re-usable surgical instruments by reducing residual protein before steam sterilisation"

"....the ProReveal system to ensure freedom from any detectable protein residues to confirm the suitability of the preparation process. After the protein had been ..."

[rivaldo] 01/5/2019 09:33

The April '19 issue of Dental Nursing magazine discusses ProReveal re infection control - £25 for full access if anyone wants to subscribe....



"Dental Nursing VOL. 15, NO. 4 | Infection Control normal
The power of pre-treatment forumlations
Peter Bacon
Published Online: 1 Apr 2019

Abstract

Peter Bacon reports on a study proving the positive effect of pre-treatment formulations on re-usable surgical instruments by reducing residual protein before steam sterilisation"

"....the ProReveal system to ensure freedom from any detectable protein residues to confirm the suitability of the preparation process. After the protein had been ..."