Sdi Share Discussion Threads

[arregius] 27/2/2020 14:31

Mike said that to me, i am not making things up

[fuji99] 27/2/2020 14:25

The domino effect on the markets is taking everything with it. The supply chain will hurt many industrials directly or indirectly because China economic stagnation will slow the global economy. If the global economy slows, there will be less orders to businesses. The other factor that will trough negativity into the market is when the US heavyweights start piling in profit warning after profit warning "due to the corona virus". Markets will drop and this may continue for the rest of the year. I think the DOW may easily drop to below 20.000 taking everything with it. IMO going into cash then pick all the best stock cheaper may be the best option.

[trident5] 27/2/2020 13:31

"Coronavirus has had minimum effect on the business".

It's just not credible to say that.

SDI may not sell much to China. China may not be part of SDI's supply chain.

But the virus and China may be having a big impact on SDI's customers in ways we just can't see or understand at this stage.

[arregius] 27/2/2020 12:51

I am aware that SDI was advised by finnCap that no release is necessary at this stage. Coronavirus has had minimum effect on the business. SDI will discuss again with the brokers to determine whether action needs to be taken.

[johndoe23] 27/2/2020 08:16

As I thought, dead cat bounce yesterday, indices tumbling again today. No reflection on SDI as think they are a well run, good company. Cash is king for me at the moment...

[leopoldalcox] 26/2/2020 20:33

Seems like a well timed buy! Nicely done

[mrnumpty] 26/2/2020 15:13

I agree with what the other sceptics write here , regarding Dan the Epic's -prognostications . It would have been more convincing if he'd looked into his crystal ball a couple of weeks ago , when the share price was 90p . With regard to Alphabeta4 , my impression is that Judge's has fallen far less than SDI , with Judges showing an abrupt drop yesterday morning , but only from £ 56.60 to £ 52.20 , whereas SDI have fallen from 82.80p on Monday morning to 67.98p now ( a near-18% drop ) , with the price appearing to be slightly recovering . With regard to any potential problems concerning possible interruptions to the international supply chain caused by the Wuhan virus , surely Judges would be just as much , or as little , susceptible as SDI Group . Although we use the much larger Judges as a comparator here , my totally unscientific glance at the share prices of other Aim and small-cap stocks is that they all dropped abruptly yesterday morning , but that they are all showing a cautious recovery . A gut-wrenching time for investors , but I'm holding on to my SDI shares as I happen to believe that , unless the entire capitalist world is about to collapse , we might look back in a few years and see SDI at a markedly higher level . I distinctly remember that it was at this time of the year , after the new head of The US Federal Reserve , Jerome Powell , had made comments which were construed as indicating that he would put up interest rates , that world stock markets hit a nadir , from which they fully recovered . I'm certainly not a virologist , but I've just checked stock markets , and they are starting to show a bounce ( hopefully not the deceased cat type ) : Dow Jones + 1.05% ; Nasdaq + 0.98% ; FTSE 100 - 0.37% ; FTSE 250 - 0.95% ; CAC and DAX flat . Do your own research , and good luck .

[alphabeta4] 26/2/2020 10:11

Agreed - looking at JDG off 13% vs 33% here suspect an overreaction due to the low mcap.

[johndoe23] 26/2/2020 09:17

I believe this could be similar to end 2018

[tomv33] 26/2/2020 09:15

I sold half of mine, hmm how long will the markets keep downm

[johndoe23] 26/2/2020 09:14

Stopped out at 65

[farnesbarnes] 26/2/2020 09:08

cheeky buy limit on here

[johndoe23] 26/2/2020 08:29

Sell or add, that is the question...

[petewy] 25/2/2020 19:20

Dan-the -epic is a serial downer. See all his posts Filtered iggied

[tomv33] 25/2/2020 10:31

A shorter now present here... did you come from phd?

[davr0s] 24/2/2020 20:42

In your opinion

[dan_the_epic] 24/2/2020 18:42

Still overvalued by 15%. Wait until the UK infected coronavirus headlines hit

[martinthebrave] 24/2/2020 17:23

More to do with the structure of the Share base IMO. This is a PI favourite & PI's panicked today. I Added a quite a lot more at a slither under 70p. In 6 months time today will be seen by some as a positive event & by others as a missed opportunity.

[edscoville] 24/2/2020 15:17

Doesn't matter whether most factories are in the UK, their components and raw material supply chains will have overseas dependencies.

[fozzie] 24/2/2020 15:11

Portugal had no cases of C last time I looked. Savage mark down here, its only a month since we were mid 90's ffs.

[ihatemms] 24/2/2020 15:01

All factories in UK apart from 1 in Portugal.

[alphabeta4] 24/2/2020 14:38

Looks a lazy read across - from the finals only 1/4 on revenue is from Asia (is in the notes) and whilst I didn't manage to find all the factories all the last 4 acquisitions were all from the UK.

[tomv33] 24/2/2020 14:28

This seems to have been hit the hardest