Share Name Share Symbol Market Type Share ISIN Share Description
Sdi Group Plc LSE:SDI London Ordinary Share GB00B3FBWW43 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  -8.00 -4.44% 172.00 1,102,168 16:35:09
Bid Price Offer Price High Price Low Price Open Price
170.00 172.00 177.50 163.50 176.50
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Electronic & Electrical Equipment 24.50 3.26 2.66 64.7 169
Last Trade Time Trade Type Trade Size Trade Price Currency
17:08:18 O 130,000 175.00 GBX

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Sdi (SDI) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-03-01 17:15:00175.00130,000227,500.00O
2021-03-01 17:08:18172.0044,60076,712.00O
2021-03-01 16:35:09172.0012,99722,354.84UT
2021-03-01 16:29:32172.00402691.44O
2021-03-01 16:19:59170.00482819.40O
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Sdi (SDI) Top Chat Posts

Sdi Daily Update: Sdi Group Plc is listed in the Electronic & Electrical Equipment sector of the London Stock Exchange with ticker SDI. The last closing price for Sdi was 180p.
Sdi Group Plc has a 4 week average price of 113p and a 12 week average price of 98.50p.
The 1 year high share price is 185p while the 1 year low share price is currently 34p.
There are currently 98,259,264 shares in issue and the average daily traded volume is 376,220 shares. The market capitalisation of Sdi Group Plc is £169,005,934.08.
fillspectre: RE: Acquisition of Uniform Engineering. Not the most exciting in SDI's history. However, one assumes the business purchased includes some capital equipment and some ongoing orders / customer contacts. It probably secures supply for Monmouth Scientific and possibly allows several cross-selling opportunities around the SDI Group. If the supply of these enclosures is crucial to Monmouth then one presumes that the offering is quite unique - so SDI inherit the kernel of an interesting business. I wonder who they will put in charge. Given that the owner / manager was a sole trader - will SDI have inherited the business with some existing employees? Fils
sev22: Aim's magnificent seven quality shares. London's junior market leads the way in this month's Alpha quality screen. February 1, 2021. By James Norrington, Investors Chronicle. Aim stocks are once again scoring the best against our Alpha quality screen rules, with 37 companies passing at least 7/9 tests of which seven companies scored 9/9. This month’s magnificent seven includes SDI Group (SDI), a company which manufactures niche scientific and technology products. The dream company... The holy grail for buy-and-hold investors is to find a business that is capable of generating high returns on its capital and is able to reinvest all its profits for decades to come, while maintaining those returns. The compound-ing effect of such an investment is what every long-term investor’s dreams should be made of. A company making a consistent 15 per cent post-tax return on its equity and reinvesting all its profits would experience a near-30-fold (28.6 to be precise) growth in its equity base over 25 years, and after 50 years it would be a mind-boggling 1,084 times bigger than when it started. For a patient investor convinced that they have found such a situation, valuation should not act as a major impediment to a purchase. Unfortunately, this kind of dream company is extremely rare and stock screens are too crude to provide the depth of analysis needed to provide confidence that a business may be the real deal. In particular, it is inevitable that some of the shares highlighted by our Alpha Quality screen will be cyclical companies that are enjoying a good run rather than companies that are well placed to sustain high returns through many business cycles to come. What our screen does do, however, is attempt to find pointers for companies that may have the potential to go some way to filling the dream brief. What’s more, buying shares in companies that look attractive based on quality metrics can often prove a profitable strategy, even if many of the shares picked fall short of the buy-and-hold ideal. Our Alpha Quality screen uses two key measures of quality: operating margins and return on equity. We are mindful that debt can flatter a company’s return on equity, so we aim to reduce this risk from the screening results by introducing interest cover tests, to eliminate companies that are aggressively gearing up their balance sheet. The screen uses two key measures of quality, which are operating margins and return on equity (RoE). The advantage of using RoE to measure the quality of a company is that it focuses on the returns that are ultimately of most significance to shareholders: after-tax earnings. However, RoE can be boosted by a company if it increases the amount of debt it carries. That means a high and rising RoE can sometimes simply reflect a reduction in the quality of the company’s balance sheet and little improvement, or even a deterioration, in the quality of its operations. The screen attempts to counter this with its interest cover test, which should help it avoid companies with very aggressively ‘geared’ balance sheets. Focusing on operating margins also provides an assessment of quality at the operating level – i.e. before the impact of debt. ● An operating margin higher than the median average (mid-ranking) stock in each of the past three years (i.e. quality that shows some signs of persistence). ● A return on equity (RoE) higher than the median average (mid-ranking) stock in each of the past three years (i.e. again, quality that shows some signs of persistence). ● RoE higher than it was two years ago (i.e. quality is improving as well as persistent). ● Operating margin higher than it was two years ago (i.e. quality is improving as well as persistent). ● A dividend-and-debt adjusted price/earnings growth (PEG) ratio below the top fifth of stocks screened (ie stocks must not be too egregiously expensive for the growth on offer). ● A price/earnings (PE) ratio above the bottom 10 per cent of stocks screened and below the top 10 per cent (i.e. not a suspiciously cheap or dangerously expensive valuation). ● Interest cover of more than five (i.e. high RoE is not overly dependent on the use of debt). ● Forecast earnings growth for each of the next two financial years. ● Positive forecast free cash flow. Not many stocks pass such a stringent list of criteria. The ones that pass all the tests are listed at the top of the table (SDI is at the top), followed by those failing one test, then those failing two tests as detailed in the ‘Tests passed’ column. All stocks must pass the test for three-year, higher-than-average RoE and margin to feature in the table. While the primary ranking of the stocks is based on the number of tests they pass, inside each of these groupings stocks are ordered according to their attractiveness based on operating margin and three-month share price momentum (applies to SDI).
rivaldo: Excellent bounce back. Which hopefully bodes well for the rest of the week! I get the feeling SDI is a long-term hold for many people here. At this m/cap SDI should now be attracting even more institutional investment, adding to the already impressive investor register and reducing the available supply of shares. There's no reason imo why the share price shouldn't continue to consolidate and rise steadily into the next trading update in April/May, even without any further acquisitions, overall markets allowing. Particularly with regard to the gap to be closed to the valuation multiple which sector peer JDG is currently trading at.
rivaldo: JDG are on around 34 times 2021 earnings at 6400p according to WH Ireland. SDI are on a P/E to March'22 of only 22.9 per Progressive Equity Research (which is conservative imho). If SDI were on the same P/E the share price would be at 163p. It seems to me that JDG remain on the far higher multiple, and that SDI deserves to be closing that gap.
rivaldo: Impressive new 37 page note just out on SDI from Progressive Equity Research: Https:// They've taken my comparison to JDG and run with it :o)) "Valuation at a discount to closest peer Based on our forecasts, SDI Group is trading on EV/EBITDA multiples of 15.7x for FY22, and 14.4x for FY23, and P/E multiples of 26.0x for FY22 and 23.0x for FY23. These valuation multiples should be considered in the context of our forecast for SDI Group’s adjusted EPS five-year CAGR standing at 24.2% at the end of FY21, and the potential for future growth to be boosted by further acquisitions that could be funded from internal cash flows. Based on consensus estimatesas at 8 January 2021, SDI Group is trading at a substantial discount to its closest peer Judges Scientific, which is trading on EV/EBITDA multiples of 28.7x for 2020 and 24.3x for 2021 and P/E multiples of 41.2x for 2020 and 34.0x for 2021." I suspect their EPS forecasts are undercooked. To Apr'21 I suspect the COVID-related contracts will continue to contribute for longer than allowed for in the forecasts, and possibly through some of the period to Apr'22, whilst the core businesses should imho recover momentum faster than the relatively stale pace allowed for in the forecasts. And of course that's without any further earnings-enhancing acquisitions.
rivaldo: JDG reported this morning they traded ahead of expectations for 2020. That puts them on a historic P/E of around 42 given the 151.8p EPS consensus stated in their RNS. For SDI's year ending 30th April an equivalent P/E would put SDI at a 190p share price. Certainly something to aim for!
mr doughnut1: I continue (typing on an iPad)On 3 December SDI acquired, for £5.8m, Monmouth Scientific, which specialises in controlled clean air environments for biomedical and scientific applications. SDI's interim results on 9 December showed sales up by 23.4% to 14.1m. Operating profit climbed by 56% and EPS rose by 48% to 2.02p.If 2020/2021 EPS increased to 4.5p, the 2021 P/E ratio would be 23.1, given a share price of 104p.I have emailed money week suggesting a column for Martin.
mr doughnut1: Tipped by Mike Tubbs in Money Week, 18th Dec issue.Article - MoneyWeek's writers outline their top tips for 2021.'My main recommendation, however, is SDI Group (Aim:SDI), which focuses on both niche digital imaging and sensors and controls. Revenue is split evenly between these two areas. SDI more than doubled its turnover from 2017 to 2020 through a combination of organic and acquisition growth - a "buy and build" strategy. The companies results for the year to end April 2020 showed sales up 41 percent to £24.5m, operating profit climbing by 60% to £3.5m and earnings per share (EPS) of 2.66p.SDI's business is global with the UK accounting for only 42% of sales. The trading update of 22 October confirms that the company would meet its pre-virus expectations for the current financial year. Contracts related to the virus helped achieve this positive outcome.
hastings: Put together the below which may be of interest. Last week saw Cambridge based SDI Group releasing an end of year update to the market, which was, by and large on the day received positively. Indeed, the share price moved northwards, as the company announced that full year 2020 results would be in line with current market forecasts. Of course, as in keeping with other companies now updating or reporting, SDI has understandably withdrawn current market guidance for the financial year ahead which is pretty much to be expected given the as yet, unknown time lines and the potential for disruptance from the Coronavirus. Although as I mention the share price moved forward, some investors clearly exited on Friday, the shares pulling back close to 10% lower at 52p. Some holders appeared to express a nervousness regarding the potential for a collapse in profits for the forthcoming year, whilst others seemed to be expecting an imminent placing. In order to seek some possible clarity on the picture, I once more, as has been customary now since 2013, caught up with CEO Mike Creedon and Chairman Ken Ford. On the issue of a near term placing as some have suggested could be in the offing, Ford dismissed the notion, telling me that they do not currently need to raise cash and referred me to the content of the release. Within that, SDI referred to its sporting a strong balance sheet that holds cash in excess of £4.5m which standing against bank debt of £8.9m looks comfortable enough. Obviously, the current lock down situation brings disruption and uncertainty, but given that we know that the economy is surely going to have to open up sooner rather than later, as a holder of SDI shares I remain comfortable with the statement. As others will know within SDI's broad and diverse interests there is some decent exposure to the health sector along with others supporting that. Creedon informs me that some aspects of the group have been designated as essential businesses and as part of that are involved in providing their customers with components for medical and scientific products used in the fight against COVID-19. There is no inkling as to what these may be involved in, confidentiality playing a part, but it is certainly welcome news that SDI is playing a part in a fight against the virus and that the group remains profitable and cash generative. No doubt some may view the removal of future guidance as a fly in the ointment and have obviously already made their decision on that. However, the team here navigated by Creedon and Ford has done an excellent job over the last five years and under their leadership, I'm happy to stick with the story which remains an attractive one for ongoing growth. Both repeat the acquisition mantra, which not surprisingly remains an important ingredient to future growth here and Creedon says that although there is nothing on the agenda right now, they continue to look. He adds that he is hopeful that there will be a number of acquisitions available at the end of this pandemic. As bad and unwanted as the current lock down situation is, in relation to the former, SDI could find biding its time provides for some decent opportunities further ahead following on from previous excellent acquisitions. Any future buy is likely to be at the smaller end which Creedon confirms will be funded from its own resources as opposed to going back to the market. Looking at the share price graph, SDI has traded in a 52 week range from a 20p low up to a 92p high, which was marked by a sharp retrace to 40p last month, the result of the global market meltdown. It is probably fair to say that the high was very much up with events, whilst the 40p floor provided for an attractive entry point for others who had seemingly missed the boat able to get on board. Right now of course, we are very much dealing with unknowns and uncertainty's where often cool heads are lost in moments of panic and where logic often goes out of the window. From a personal perspective in the case of SDI, I'm happy to hold and await for further developments whilst a further reversal in the share price to the March levels may well provide for another buying opportunity. Each to their own of course, but given Creedon and Ford's belief in continued organic growth progress and the potential for further additions, then SDI surely remains an attractive proposition for the long term.
mrnumpty: 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 .
Sdi share price data is direct from the London Stock Exchange
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