ASX:sdi

Mark Tobin

Over recent months the microcap and small cap end of the ASX has been pummeled, by what has been termed the “great rotation” or "silent crash", more phrases to add to your investing lexicon. This is largely where large cap managers who had meandered down into the smaller end of... Show More

Steve McCarthy

In our experience, there is no one magic formula which guarantees out-performance in every scenario. However, over many years of working as a professional investor, you notice clear similarities and trends which generally hold true. One of these themes is that the share price performance of family companies often seem... Show More

Harley Grosser

SDI Ltd (ASX:SDI) is a developer, manufacturer and distributor of dental restorative materials and small dental equipment. With it’s suite of non-amalgam, significantly higher margin products - glass ionomers, composites and professional whitening - all experiencing growth, the company has guided to NPAT of $7.2-$7.8m in FY16 and is trading... Show More

Steve McCarthy

The Australian smaller companies universe is home to a number of companies which are building global leadership positions in their respective niche markets, and yet somewhat surprisingly remain largely unrecognised in the local investment community. Identifying these types of businesses is both our passion and our bread and butter. We... Show More

Avatar fallback

Evidence of shareholder dissatisfaction at Slater and Gordon...not with the remuneration report, but with the grants to the Executive Directors. A second strike, but no Board Spill at SDI ...and some director election resolutions at other AGMs attracting significant proxy instructions to vote against. The Daily AGM note is updated... Show More

Avatar fallback

Another big week of AGMs (including CBA, BHP Billiton Ltd, Sonic Healthcare, Slater and Gordon) plus a few two strike AGMs (a conditional Board spill resolution is on the AGM agenda) in the mix. Cash Converters, SDI Limited and Redflex Holdings all received second strikes at their 2013 AGMs but... Show More