SDI 2.43% $1.06 sdi limited

Like you, I was aware that SDI's customer base was undergoing...

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  1. 7,936 Posts.
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    Like you, I was aware that SDI's customer base was undergoing some kind of consolidation, but I thought that it would be a multi-year outworking, so tended to downplay it as a shadow at which I needn't be jumping.

    That's the thing about being involved in the business of investing in publicly-listed companies: it often dishes out lessons in humility.

    I had been long overdue stepping on a landmine.
    Funny how they are often buried in fields where you least expect them.
 
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$1.06
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