Thanks Suhm, good to get some additional industry information. I'm going to spend a bit of time reading through some of Dentsply / Sirona's disclosures to better understand the industry dynamic, but suffice to say that to be an SDI stockholder you have to have some belief that they can compete with what is now the newly formed, 500lb gorilla in the industry. What is interesting is that both Dentsply and Sirona have been a phenomenal success for their stockholders over the last 15-20 years (we're talking 100-baggers here), which confirms my intuition that there's a very large pot of gold to be earned in the dental supply industry, but the million-dollar question is: can SDI get its share?
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- Ann: Half Yearly Report and Accounts December 2015
Ann: Half Yearly Report and Accounts December 2015, page-21
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