Sdi Share Discussion Threads

[bookbroker] 05/2/2020 08:43

Ken Ford done a huge job here, and backers very well rewarded, inevitable that some retrace likely, trebled in values over three years, and he has found nice acquisitions to complement one another. Hard to keep finding them, but whose to say he might use the valuation to raise some cash now to fund bigger bites, time right now while momentum there!

[johnv] 05/2/2020 08:38

BGF reduce their holding a few times recently 27th & 31st, could be reducing even more.

[biteherbutt] 05/2/2020 08:35

Added a few

[ayl30] 05/2/2020 08:32

Blue is a much nicer colour than that ghastly red stuff we have seen Of late

[rivaldo] 05/2/2020 08:29

Nice start - should be an easy bounce here. Anyone looking at the long-term chart should be reassured.

The above posting re SCSW is incorrect. SCSW needed to raise some cash in its Growth Portfolio to buy some new investments, and since SDI was a 344% gainer it merely top-sliced a third of its holding. There was NO advice either way.

In addition, I would have thought the coronavirus would only INCREASE demand for a number of SDI's products - around the world - given the need for analysis, testing etc!

[someuwin] 05/2/2020 08:12

Bought more.

[bluebelle] 05/2/2020 07:53

I suspect anyone who sold JDG on a similar correction 5+ years doesn't think that, in hindsight, it was the best decision they ever made!

[pastybap] 04/2/2020 21:36

2 possible reasons for the drop - 1. Apparently SCSW advised holders to top slice. And 2. There are concerns the supply chain might be disrupted because of the coronavirus.

[hsduk101] 04/2/2020 21:11

Not sure it's completely this as the price has gone up at a steady assured rate for the last 2 weeksI've sold my shares as fell back to only a 5% increase. Sorry everyone, hoping this crashes another 20% so i can buy back cheap!

[davr0s] 04/2/2020 19:11

It's called a retrace - it's perfectly normal price action for a stock like this

[arregius] 04/2/2020 16:34

I am waiting still to add at 73. 17x earnings is ?

[hsduk101] 04/2/2020 16:14

No news looks like it's just panic selling, as its dropped 17% in 5 days. Strange. Could slide further? What's suggest price rate, where this becomes priced correctly?

[alphabeta4] 04/2/2020 15:30

Dipped my toe in here - 20% pullback looks enough to me for a nice entry into a well run company.

[norbert colon] 04/2/2020 13:11

https://www.aerospacetestinginternational.com/features/ten-facts-about-rolls-royces-massive-new-engine-testbed.htmlChell provided a large amount of kit to this "worlds biggest" facility.

[johndoe23] 04/2/2020 11:03

Ideal time to top up!

[edscoville] 03/2/2020 16:31

There's a few pressures on the price. The PE, PEG and sales to price ratios are high suggesting it may not be of the good value it used to be ... or the price has factored in and relies heavily on the expectation of future growth. Secondly, it's main group earners are in goods with electronics manufacture and are exposed to supply chain issues from the China situation. Hence, future growth could be more difficult ... or at least investors are possibly taking defensive action in their portfolios.

[adibadi] 03/2/2020 16:09

Tree shake in my opinion.. we'll see

[johnv] 03/2/2020 15:01

Let's see where it settles.

[tomv33] 03/2/2020 14:44

None that I can see, good buying opportunity

[hsduk101] 03/2/2020 14:18

Hefty drop today. Any news?

[fillspectre] 27/1/2020 22:53

Another big share volume and the share price above 90p as well. Looks like the 90p level isn't going to be just gained and then rapidly lost. Do we (the collective board) think the Autumn/Winter/Spring period 2019/20 has at least one more acquisition in it for SDI? Chell was a biggy but they usually make more than one acquisition through this period - only to bed them all in over Summer/ Early Autumn. Fils

[petewy] 20/1/2020 14:00

Thanks Riv

[rivaldo] 20/1/2020 12:28

Nice round-up of 2019 by Opus Instruments, including:



"What a year it has been here at Opus Instruments! The biggest change to our products was made as a result of the continuing success of the Apollo camera, which compelled us to release a software update that saw significant improvement in areas such as image stitching and acquisition, in addition to improving the overall image quality through enhanced calibration adjustments."

"Looking Ahead

Looking forward to 2020, it promises to be another big year for Opus instruments as our production team in Lisbon are set to move into larger, state-of-the-art premises which will allow the team to further increase productivity and take advantage of advanced production techniques."

And Atik are introducing a new CMOS camera:



"Introducing ACIS – Advanced CMOS Imaging Systems
By Lewis Brown on January 8th, 2020

The newest camera range in the Atik portfolio is the ACIS – Advanced CMOS Imaging Systems – which is set to launch shortly with the ACIS 7.1. Following on from the success of our Horizon range, we have extended our portfolio of CMOS cameras with this new addition.

The ACIS 7.1 is our fastest camera ever with it being capable of a rapid 28 frames per second in full 7 Mega Pixel frames.

etc"