For anyone interested I see "Coffee Microcaps" are hosting SDI Ltd management on Thursday 26th.

I looked at this about 2 years ago - ticked quite a few boxes (family run, large invested interest, patented producs, decent yield) but I found management underwhelming and lacking a clear strategy.

The business has also been facing a large headwind in terms of continually declining amalgam sales (still about 20% of revs?). Not sure how much further this has to fall - possible upside from the products you mentioned @jwrostagno27 once this bottoms out.

There is also quite a bit of currency movement and I dont think they are fully hedged.