I'd add a few more to the list of concerns:
- 200bps gross margin contraction - it was accepted as common wisdom that amalgam was the lower GP product, hence it was expected that GP margin would tick up as amalgam sales went down. That's not happening.
- Brazil/SA continues to flounder long after the Brazilian packaging facility - which was supposed to be the turnkey to unlocking the SA/Brazilian growth opportunity - was opened.
I'll admit to being a little torn over my small SDI position. Outside of amalgams, the underlying/structural growth rate in dental consumables is growing at high single digits so i like the market dynamics, but there's plenty i don't like specifically about SDI.
Ann: Trading Update, page-6
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Last
$1.06 |
Change
0.025(2.43%) |
Mkt cap ! $111.1M | |||
| Open | High | Low | Value | Volume |
| $1.04 | $1.06 | $1.04 | $68.79K | 65.59K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 93344 | $1.06 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.06 | 450 | 1 |
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| Last trade - 15.58pm 25/11/2024 (20 minute delay) ? |
| SDI (ASX) Chart |
