Sdi Share Discussion Threads

[dr biotech] 30/7/2019 22:51

Buywell believes 5G causes cancer. He is gullible. Hope he hasn’t got WiFi as his tin hat won’t save him.


If I was conducting a trial for the dangers of BSE (and had no morals) I’d dose a large amount of people with contaminated beef and observe the consequences. Our farmers did this for us in ‘86 and it showed us the peak incidence of cjd was about 14 years after dosage. It peaked at 29 (approx 1 per million) Terrible for those that had it, but not an epidemic. Negligible cases since then.

Same re mobiles. About 1bn have used them and have we seen significant increase in cancers? No. Buywell likes to point at websites by conspiracy theorists pretending they know what they are doing. Probably has his own.





buywell2 - 26 Jul 2019 - 14:45:32 - 36530 of 36733 THE VODAFONE THREAD - VOD
.............. 5G A WHOLE NEW CAN OF WORMS ...............



It does not or will not surprise me to see VOD spin off a new Tower business.


Because 5G is a very different animal to what has gone before.

A much higher frequency in the RF Band of frequencies , far higher than that of 2G,3G and 4G

One that will need more towers and more transmitters than ever before and one that will come with UNKNOWN risks for humans.

Brain tumours , cancers and skin cancer are a real possibility with 5G

buywell thinks the risk is so bad that many companies might separate the parent company from a spin off so as to try to avoid contagion in the event of cases of human cancers being caused by 5G RF radiation at close proximity to transmitting towers or base stations.

dyor

[rivaldo] 30/7/2019 13:55

Excellent results as expected whilst I was away on hols, and particularly the comments re the encouraging performance so far this year.

Interesting to see post-results Ken paying almost 55p to top up his stake, and also the CFO buying another £21k's worth.

Happy to continue holding long-term as I have since 8.5p-9p. The share price will fluctuate up and down, but I have confidence in management and their strategy.

[buywell3] 26/7/2019 06:48

Prion-like Molecular Mechanisms in Alzheimer Disease:


July 19, 2019


Page 2


'' Implications of the expanded prion paradigm

Experimental and iatrogenic evidence for the seedability of AB aggregation is a reminder that surgical instruments ''

[buywell3] 24/7/2019 07:08

POST REMOVED

[buywell2] 23/7/2019 08:08

Which makes buywell3 comment read not too bad about a merger

However he was low on a combined profit number for next year

Such a combined profit would IMO be over 20M and that is a number that ABC could sure use on there next set of results

[tudes100] 23/7/2019 03:02

David Cicurel of JDG was asked directly at the last Mello conference in May about whether SDI would be attractive to them. He said he liked SDI (to the extent where he bought shares in them a number of yrs ago & then sold too early) but he felt their valuation would be a little too lively for JDG now. He was looking for better value, smaller companies and was prepared to be patient for them to become available.

[block4gooner] 22/7/2019 17:41

"Will JDG and SDI marry and become one ?"Who buys who?What in it for shareholders at SDI?I only have about 10k of shares but would like a nice rise please :)

[wilmdav] 22/7/2019 17:24

I have just updated the SDI pages of my website to include recent preliminary results. Also included are forecasts updated by Sharepad. If anyone has access to finnCap perhaps they would check the various forecasts, particularly eps against the levels shown on the bar charts.
To access the charts, click on the sheet tabs at the bottom of the screen.
I think SDI do themselves a disservice by not converting their adjusted profit into adjusted eps (a la JDG). On the basis of quoted forecasts, which I have little doubt do make the conversion, P/Es of 14.1 and 12.7 do not look expensive to me.

[iotasteem] 22/7/2019 12:57

In a recession most companies will tank so acquisition's will be cheaper, clearly benefiting SDI?

[mrnumpty] 22/7/2019 10:54

Buywell , I am one of those who appreciates your comments , together with the time and effort which you devote to them , even if a lot of it is rather above my head . Unlike far too many comments on share chat sites , your posts are always intelligent and designed to share your knowledge . You have just referred to our comparator company , Judges Scientific , and I enquired here on 18th July here whether anyone might be able to make any comment comparing the two companies . Might you be able to enlighten us ? I note that , whilst Judges are now about £ 35.00 , three years ago they were £ 13.87 , and ten years ago they were £ 0.97 !!!

[buywell3] 22/7/2019 07:53

Yes I like you too


Some BOD buys announced today

Plus ADVFN have finally got the turnover number correct

Which means the P/E is correct and is still 2 less than JDG

Who today announced a new joint broker to join NOMAD Shore Capital

Their chart has been performing very well recently

[hastings] 22/7/2019 07:40

Good to see a few Director purchases.

[buywell3] 22/7/2019 07:32

POST REMOVED

[buywell3] 21/7/2019 15:05

I hope you are learning something dr quack from reading my posts

As you have been for the last few years now

Some of it should have sunk in I hope

I don't key these scripts for pleasure in case any reader should wonder:











Only to elucidate the less advfn fortunates like yourself

[dr biotech] 21/7/2019 10:11

Organic growth about 5%, PE ratio 24. Brexit worries flagged by the board and some think we are heading for a global recession. If true this is going to tank. End of.

[buywell3] 21/7/2019 09:30

Some folks have raised the 5% organic growth number as an issue in these results.

buywell would like to add his six pennyworth

From the results:



Adjusted Operating Profit



Digital Imaging ... 2019= 1,954M ... 2018= 1,041M ( buywell= over 90% better )

Sensors & Control . 2019= 2,165M ... 2018= 2,007M ( buywell= only 8% better )

Other ............. 2019=(1,017)M .. 2018= (702)K ( buywell= loss 45% worse )



From this it seems obvious that currently the Digital Imaging segment is way out performing the Sensors & Control part of the company.

A) Why is that ?
Should future acquisition investment not be targeted here until Sensors & Control orders pick up.

B) What is Other ?
This was loss making in the 2018 results at 702K and has worsened to over 1,017M pounds which has in fact dented profits, now becoming an obvious concern.

From the results:

The Digital Imaging segment incorporates the Synoptics brands Syngene, Synbiosis and Synoptics Health, the Atik brands Atik Cameras, Opus and Quantum Scientific Imaging, and the Fistreem, Ionscope and Graticules Optics businesses acquired during the year. These businesses share significant characteristics including customer application, technology, and production location. Revenues derive from the sale of instruments, components for OEM customers' instruments, and from accessories and service.



The Sensors & Control segment combines our Sentek, Astles Control Systems and Applied Thermal Control entities, and the Thermal Exchange and MPB Industries businesses acquired during the year. All of these businesses enable accurate control of scientific and industrial equipment. Their revenues also derive from the sale of instruments, major components for OEM customers' instruments, and from accessories and service.



Now from the above clearly company organic growth slowed to 5% mostly in the Sensors & Control segment


It grieves me to say it , but this is mainly due IMO to a previous star buy Sentek , which in previous years had scored stellar growth of well over 20%.

Sentek have signed LONG TERM contracts of several years with BIG companies to achieve better visibility of earnings ... BUT ... at a lower price.

This is IMO what has dropped the previous great organic growth %ages .

What worries buywell now is that once this price cutting starts with a BIG company/s to gain long term contracts ... it is a slippery path for smaller companies ever being able to raise prices again.


Sorry but IMO in this instance I think the BOD have dropped a clanger.


Such moves make smaller companies too DEPENDENT on bigger companies for work.


They then become worker bees for the bigger companies , I hope that the BOD return to their older successful pricing models that were working very well indeed.


dyor

[pireric] 20/7/2019 09:39

Usually, yes. If it happens part way through the year, its slightly more complicated, but the principle remains the same

[ronwilkes123] 20/7/2019 09:27

Eric can I ask a question too, sorry for methering youAt what point does revenue from an acquisition become organic growth. Is it the year following the year of purchase ?

[pireric] 20/7/2019 09:21

Hi buywell

The digital imaging was much better in part because that's where the big acquisitions were this year + Atik is performing very well. While the likes of MPB and Thermal Ex will fall into Sensors & Control, MPB was acquired really late in the year so wouldn't have been included in the numbers for a long period of time at all.

The other is almost certainly centralised unallocated overhead. Last year was 4.8% of sales, this year 5.8%. Nothing too major IMO

Eric