Normal
A better year from SDI and signs that they have managed to weather the storms of the last couple of years. A fairly soft FY2023 result, debt continues to be a concern, used for the purchase of land for new site. Will need to continue watching closely. Level of conviction now low. One thing of note is the comment that as Amalgam has become increasingly a smaller part of the overall market, SDI's share has become larger as competitors simply withdraw from producing it. That's an interesting thing to consider with dying markets, can be an advantage if you have a way to leverage. I suspect because other players are much bigger businesses they have just dumped Amalgam products once they dropped to an irrelevant size in the overall business.[ATTACH=full]161364[/ATTACH]
A better year from SDI and signs that they have managed to weather the storms of the last couple of years. A fairly soft FY2023 result, debt continues to be a concern, used for the purchase of land for new site. Will need to continue watching closely. Level of conviction now low. One thing of note is the comment that as Amalgam has become increasingly a smaller part of the overall market, SDI's share has become larger as competitors simply withdraw from producing it. That's an interesting thing to consider with dying markets, can be an advantage if you have a way to leverage. I suspect because other players are much bigger businesses they have just dumped Amalgam products once they dropped to an irrelevant size in the overall business.
[ATTACH=full]161364[/ATTACH]
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