Added to YB: 2024-04-05
Pitch date: 2024-04-04
SDI.L [bullish]
SDI Group plc
+25%
current return
Author Info
@LionCubsFund is a small-cap equity investor hunting for 100-baggers. Follow on Twitter.
Company Info
SDI Group plc, through its subsidiaries, designs and manufactures scientific and technology products based on digital imaging and sensing and control applications worldwide.
Market Cap
GBP 55.9M
Pitch Price
GBP 0.60
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.64
P/E
16.27
EV/Sales
1.18
Sector
Electronic Equipment, Instruments and Components
Category
turnaround
SDI Group: High Risk, High Reward Turnaround
SDI.L: Micro-cap UK serial acquirer, 71% off ATH due to overpriced acquisition, pandemic overstocking, overvaluation, rates, UK macro, CEO exit. Cheap at 8.6x PE, 0.4 PEG, 0.95 P/S. Profitability collapsed in 2023 after uptrend. High risk/reward contrarian pick on potential mean reversion of headwinds. 262% return despite drawdowns.
Read full article (1 min)