Cyph - IMF is paying a bigger dividend than SGH (10c vs 3.5c), though it's more erratic in its payments because it's got a conservative position about the amount of cash it needs to keep in hand. (Understandable given the bank fees case and others.)
That's the thing that worries me about S&G - if you look at the balance sheet, they've only got about $4m cash in hand in each period. They're also listing $107m as intangible assets, and I'd be happier if that figure was lower.
I held S&G from way back but sold a while ago. Still like the business and am considering buying back in at some stage, which is why I've been reading the accounts.
SGH Price at posting:
$1.93 Sentiment: None Disclosure: Not Held
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