SDI 0.00% $1.11 sdi limited

Ann: Investor Presentation-SDI.AX, page-9

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  1. 250 Posts.
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    Absolutely a fair call. However my perception (and it has been just that a perception) has been that SDI had been run like a lot of family businesses. Without cutting edge efficiencies and hard nosed decisions based purely on returns from investment. My perception is that the Latin American venture was full of good intention and seemed like a good idea but lacked plans b, c and d if plan 'a' didn't play out the way they hoped.
    I took from her words that she would like to raise the company profile with customers as well as investors.
    Efficiencies such as the German base for European operations and a plan for slowing the slide in amalgam sales gave me the feeling they have more targeted plans.
    Apart from the approvals granted in Brazil and the packaging facility it still seems a little short of a strategic plan to stop that long story of bleeding. At least good to see sales climbing.
    Was interested to read about the $2 a share days. Was before my time as a shareholder but had wondered at times what was different back then. Over exuberance by the sounds of it.
 
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