Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Investor presentation on Investor Meet on December 10th after the interims:
Https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-Investor-Presentation/86535074
SDI are one of Shares Magazine's three main "Great Idea" tips at 216p in today's issue. They conclude:
"Shares previously said SDI represented a multi-year growth story with the potential to add substantial value to retail investor portfolios and that optimism remains undimmed now.
SHARES SAYS: ? SDI remains a great growth stock to own."
Caught up with Mike Creedon yesterday, not much to add really, but may be of interest to other holders.
https://martinflitton1.wixsite.com/privatepunter
I am very positive about this stock. Good for a Long term hold and definitely going in my SIPP transfer
Yes all good news, SP responding positively.
GLA
The interim trading update is ahead of expectations once again....
Even only halfway through the year, SDI are already able to forecast full year profits will be around 4% higher than current forecasts.
Given SDI's usually cautious notifications, one can expect these forecasts to be raised further as the year progresses - especially as revenues are around 7% higher than forecast. 40% organic revenue growth is exceptionally good.
Plus there's a hint that there's lots of acquisition discussions going on in the background. Interestingly, loan facilities have now been expanded to £30m, suggesting larger acquisitions may be on the cards....
Https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-Trading-Update-and-Notice-of-Results/86457243
In addition to the huge investment in life science infrastructure I've just outlined, the Government have also today announced £5.9 billion of new funding for the NHS.
This is to be used "for physical infrastructure and equipment - not day-to-day spending".
£2.1 billion is to be spent on digital infrastucture, but the remaining £3.8 billion should definitely benefit SDI as it's going towards:
"£1.5bn to be spent on more beds, equipment and new "surgical hubs", each with four to five surgical theatres to tackle waiting times"
and
"£2.3bn - will be used to fund more diagnostic tests"
Https://www.bbc.co.uk/news/uk-59030945
Huge life science expansion is happening right next to SDI's Cambridge offices:
Https://www.thetimes.co.uk/article/start-ups-first-in-line-for-cambridge-science-hub-s-450m-expansion-ppwvsgsh9
Extracts:
"The world’s biggest warehouse landlord is set to build £450 million of new laboratory space in Cambridge as it seeks to cash in on Britain’s booming life sciences sector."
"Prologis, which is based in San Francisco, has bought out Countryside Properties, its London-listed joint venture partner, to take full control of the second phase of expansion at Cambridge Biomedical Campus."
"Prologis will build an extra 400,000 sq ft of office and laboratory space. The first project will involve a 100,000 sq ft, five-storey space costing £65 million."
"Britain’s life sciences industry employs more than 250,000 people and turns over about £81 billion a year. It has emerged as one of the hottest property sectors, with the pandemic having burnished its credentials further in the eyes of investors."
"Blackstone, the American investment group, is spending £850 million building 800,000 sq ft of office and laboratory space in Cambridge, while Brookfield bought several life sciences sites in the golden triangle for £714 million over the summer.
In addition to its £450 million investment in the life sciences sector, Prologis has committed to building another £1.5 billion of warehouse space in Britain over the next three years. The group, which counts Amazon as a tenant, expects that the new warehouses will support about 14,000 jobs."
Good to see news today of Monmouth installing a clean room for a CBD product supplier - must be quite a bit of business to be had from this growing sector:
Https://twitter.com/Monmouth_Sci/status/1451443253300113413
Bought some more today ...bargain price
Feeling quite smug I topped up at c160... rare I get it right!!!!
Danske are evidently pretty keen - they've bought just over another 2m shares in the last month, and now own over 6% with 6.03m shares:
Https://www.investegate.co.uk/sdi-group-plc--sdi-/rns/holding-s--in-company/202109231115047793M/
The AGM update is short and very sweet :o))
"The Group has made a good start to the new financial year, modestly above our initial forecasts, and the Board remains confident that results for the full year will be delivered at least in line with market expectations"
Https://uk.advfn.com/stock-market/london/sdi-SDI/share-news/SDI-Group-PLC-AGM-Trading-Update/86106074
It's a classic wyckoff spring to fill a large order by running stops beneath the low. I think the pullback from the £2 area may have been profit taking and then the short term downtrend fuelled by this order and some panic selling. So glad I held on to my shares and believe in the fundamentals here
Danske Bank have bought almost another 900,000 shares and are now above 4% at 3.98m shares - perhaps now we know why the share price was marked down so quickly and easily (i.e to accommodate Danske's buying).....
https://www.investegate.co.uk/sdi-group-plc/rns/holding-s--in-company/202108260945008787J/
To my surprise, following this post, the price strongly rebounded. To me that candle that has printed is a pretty bullish hammer candle and seems like the stops got run below 155p before "smart" money has bought in.
FortKnight glad you mentioned Mr Lynch since i've always thought this is the sort of stock that his book teaches to look for. Chaz I couldn't put it better myself. The only additional worry I have is the growth post covid contracts but that's not entirely something they can control. Only wish I had the bottle to top up when it went sub 155 today, that's my only regret aha
Very nice bounce - will SDI end up blue today I wonder.
Looks like a rather badly handled and hasty series of sells from roughly 9.30-10.30 caused the drop? Which it seems many are taking as a buying opportunity.
If I had some more cash, I would put it in SDI today. As others have said, the model and fundamentals of this company are great. I am sure Peter Lynch would be all over this stock if he was investing today.
Hold tight Friends. I am confident that this is just a pause, not a change in trajectory.
Ditto
Bought some today didn't think I'll see this price again
Agree, recent excellent results and fundamentals are good, the only negative I thought was the recent re-numeration packages of the Directors did seem rather excessive in my eyes. The future orders, PE and PEG all look a good case for further investment.
Quite a nasty SP drop from all time high's of 218p where it made a double top. The SP has also reached and temporarily broken the key support area at 155p today. Been continuous red all month yet I cannot find a fundamental reason why. The results presented were superb and there is a clear strategy of accruing undervalued small businesses in a build and grow model that's been proven. The company is near enough debt free and is posting superb growth figures for at least two years running now. I've given up a fair amount of gains this past month here but still in profit and starting to think this flash crash is providing another great entry point to average up. Any thoughts are welcome
Nice £59,000 buy at 195p reported earlier - 5p above the current 190p offer price.
Today's Shares Magazine reiterates its Buy for SDI in its Great Ideas column. It concludes:
"Acquisitions are a major part of the story so it is pleasing to see growth opportunities enhanced by its latest, Monmouth Scientific. Strong cash generation (it cleared its £4 million net debt last year) and balance sheet strength underpin this
acquisition strategy, with one analyst highlighting the benefit from the company’s increasingly diverse catalogue products and end markets.
‘With a good order book and good trading in May and June, as laboratories re-open post-pandemic, we leave revenues unchanged implying strong growth of 20%,’ FinnCap analysts said of their full year April 2022 forecasts.
SHARES SAYS: ? Still a great buy for the long-term."
Ditto, Rivaldo. This stock has been very good to me. It's now a major holding in my pf, and I've taken profits before, but not for now.
I'm no whizz at the accounting, so subscribe to Stockopedia. Makes it very easy to see the trends/charts. If you look at the profitability measures: margins, ROCE, ROE (plus others like FCF, Book Value/share, etc) they are all trending higher, just like Revenue, EPS, etc. Reassuring!