Market not interested ATM. I think we will need either a large contract to show that SDV has taken the step to be a serious player (and then followed up by more). Alternately SDV can continue to grow as it currently is with repeated small deals.
In the end though,with current market sentiment, SDV needs to get to substantially larger sales and good sustainable margins.
They are doing well enough. I am not convinced that current management/board have the ability or vision to grow as Lewis Utting had.
It was a big loss when he left. He was our gateway to contact with the big end of town.
My concern is that the current leaders at SDV know the Haldon business well and what it can deliver but do not have strenght in the chemicals space.
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Change
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