I've made SDI top 2 position with a 74 gbx average cost for now (im still buying). Surprisingly, it's dirt cheap with two catalysts (lower rates mean lower interest payments on their debt, plus they have already said they are negotiating an acquisition at historic multiples of 4-6x EBIT). Don't know how this doesnt work out lol
if sales tank due to an economic crisis, it does not work out, but it's widely diversified, which should offer some stability or a rebound after one year max
Being a science product company, it is supposedly more resistant to economic downturns, although they sell a lot of equipment, which it's replacement could be delayed, and they do not only sell to governments, so they would surely be impacted. What would be worse is if governments cut R&D budgets. Anyways, I agree with you, but it would have to be a severe crisis, at that point, all equities would be in problems.
I've made SDI top 2 position with a 74 gbx average cost for now (im still buying). Surprisingly, it's dirt cheap with two catalysts (lower rates mean lower interest payments on their debt, plus they have already said they are negotiating an acquisition at historic multiples of 4-6x EBIT). Don't know how this doesnt work out lol
if sales tank due to an economic crisis, it does not work out, but it's widely diversified, which should offer some stability or a rebound after one year max
Being a science product company, it is supposedly more resistant to economic downturns, although they sell a lot of equipment, which it's replacement could be delayed, and they do not only sell to governments, so they would surely be impacted. What would be worse is if governments cut R&D budgets. Anyways, I agree with you, but it would have to be a severe crisis, at that point, all equities would be in problems.