Latest news with #SDI
Broadcast Pro
5 days ago
- Business
- Broadcast Pro
Pebble to showcase future-focused automation solutions at IBC 2025
A key feature of Pebble's current offering is Automation 2.0, which supports multi-site workflows, remote access and disaster recovery, all from a unified interface. Pebble is turning its vision to the future of broadcast automation with a comprehensive showcase of its latest innovations at IBC 2025, taking place from 12 to 15 September at the Amsterdam RAI. The company will present solutions designed to manage increasingly complex broadcast operations while maintaining the speed and precision demanded by modern audiences. Peter Mayhead, CEO of Pebble, said: 'In this hugely competitive field, broadcasters need to be able to react to unpredictability. Operations are complex, but viewers expect the highest standards and precise control. Live events only amplify these demands, requiring real-time decisions, rapid response, and flawless execution. Pebble's automation solutions are designed to handle this pace and complexity, giving operators the confidence to deliver with speed and accuracy.' Mayhead continued: 'We see the future for automation as providing support so that the smartest decisions are made, creating valuable competitive and operational benefits.' Pebble software is capable of managing everything from single-channel systems to expansive multi-service, multi-tenant facilities. The platform can control both best-of-breed component architectures and Pebble's Integrated Channel engine, and supports SDI, SMPTE ST2110, and NDI content flows with equal efficiency. Pebble is an active supporter of industry initiatives to standardise interoperability in IP architectures. 'The real benefits of software-defined architectures lie in responsive agility,' Mayhead stated. 'Intelligence in the automation platform, combined with a readily reconfigurable architecture, give broadcasters and content enterprises the flexibility to respond instantly.' A key feature of Pebble's current offering is Automation 2.0, which supports multi-site workflows, remote access, and disaster recovery, all from a unified interface. The platform includes 'Remote,' a web-based monitoring and control system that enables authorised users to interact with broadcast systems securely from anywhere, at any time. Built-in redundancy and robust cybersecurity measures further enhance operational resilience and protection. Mayhead stated: 'The future will be built on innovation in content, presentation, and monetisation. Broadcasters and network operators around the world turn to Pebble because they recognise our ability to not only provide a solid technological foundation but also to help them navigate the increasing complexity of live, real-time broadcasts, enabling them to maintain precision, reliability, and speed in this ever-evolving industry.' Stand 8.C58
Wall Street Journal
08-07-2025
- Politics
- Wall Street Journal
Why Did ‘Brilliant Pebbles' Fail to Launch?
I applaud J.D. Crouch II's op-ed 'The Case for Space Defense' (June 30) and agree with most of his review of key elements of the U.S.'s missile-defense history. He loses me, however, when he writes that in 1990 'managing even a few dozen satellites was daunting,' that 'onboard computing capabilities were limited' and that 'the deployment cost for 1,000 satellites was estimated at $23 billion in 2025 dollars.' Eight years ago, I wrote a letter in these pages with Lt. Gen. James A. Abrahamson ('Space-Based Defense Is Best, and Cheapest'). We were both directors of President Reagan's Strategic Defense Initiative and noted that the Brilliant Pebbles space-based interceptors were much more feasible than their detractors suggested at the time. The technology was the first formally Pentagon-approved SDI program, with an estimated cost of $10 billion in 1988 dollars for concept definition, development, testing, deployment and 20 years of operation of 1,000 Brilliant Pebbles. That wasn't expensive, we noted, 'especially since this system . . . was designed to intercept attacking ballistic missiles in their boost phase while their rockets still burn, before they can release their decoys and other countermeasures.'
Herald Sun
08-07-2025
- Business
- Herald Sun
Amalgam filling phase-out hits SDI's sales
Don't miss out on the headlines from Stockhead. Followed categories will be added to My News. Filling material supplier SDI pre-reports a flat result, partly because of declining amalgam sales Perspiring investors wipe more than 40% off Botanix share price after US market update FDA approves Cochlear's 'smart' implant system Veteran dental materials supplier SDI (ASX:SDI) has flagged soft numbers for the 2024-25 year, mainly because the world is phasing out amalgam filling material that contains mercury. With pre-reporting results due out on August 28, SDI said revenue for the year to June would come in at $111 million, 0.2% lower than the previous year. Net profit will be $10-10.4 million, compared with $10.4 million previously. SDI cites a 20.45% decline in amalgam sales, most pronounced in North America and Europe. Amalgams account for 13% of SDI's sales, compared with 16% last year and 23% five years ago. In absolute terms, however, SDI's amalgam sales have been steady at $18 million – a trend not lost on anti-mercury proponents. Overall SDI's European and Brazilian sales grew 7.2% and 9.9% respectively in local currency terms, offset by overall weakness in the Middle East and Asia. While an ugly grey, amalgam fillings remain popular because of their strength. But given they contain 50% mercury, their use is either being restricted or banned. The European Union is phasing out the use of the material by 2030, while Sweden and Norway have banned it. Elsewhere, Moldova, Mongolia, some Persian Gulf states, and the Philippines have also outlawed the grey gob filler. A global treaty, the Minamata Convention on Mercury aims to phase out dental amalgam but doesn't impose a complete ban. A signatory to this accord, Australia has restricted the use of bulk mercury in dental practices. Today's SDI release makes no mention of Stela, its replacement product that is pearly white and with the strength of an amalgam filling. Quiet export achiever For more than 50 years, SDI developed and exported dental supplies from its base in eastern Melbourne. Now the company's chair, Jeffery James Cheetham founded the company, then known as Southern Dental Industries in 1972. SDI listed on the ASX in 1985 and is now run by Cheetham's daughter Samantha. And speaking of medtech exporters, Adelaide based optical device stalwart Nova Eye Medical (ASX:EYE) has reported June half sales (excluding China) of US$9.57 million, thus snugly meeting guidance of US$9-10 million. Nova's full year revenue was US$18.4 million, up 21% with the US accounting for US$14.2 million (up 25%). Nova shares gained an eye-catching 12%. Botanix US update hits a sweaty note Addressing a webcast of more than 600 investors, Botanix Pharmaceuticals (ASX:BOT) announced it had chalked up $25 million of gross US Sofdra sales since launching the drug in January. Despite this impressive take-up, punters wiped more than 40% – or $240 million – from the company's market cap. The reason appears to be a higher-than-expected gap between those gross sales and the amount the company pockets. Sofdra treats primary axillary hyperhidrosis (PAH): excessive underarm sweating beyond what's required to regulate body temperature. The company reports that dermatologists wrote 16,000 prescriptions for 6700 patients, with refill rates of 3.4 per year. This compares with the sector average of two refills per year. 'We are in line with some of the best derm launches out there,' Botanix executive director Howie McKibbon said. A tube of Sofdra – enough for a month's supply – costs US$300 to US$400. Patients enrolled on the company's auto-refill program had a 95% adherence rate, "a measure of how consistently patients obtain refills for their prescribed medications.' Otherwise, 79% of patients adhered to the treatment. As of June, Sofdra's prescriber base stood at 2300 docs. Now to profitability In June the company's gross yield to to net revenue stood at 23%, up from 13% in January. This reflects the amount pocketed by intermediaries by way of discounts, rebates and such. While Botanix's take seems low, management says its share of the pie is industry leading. The company targets a 30-40% range, compared to generic skin offerings that might only attract a 10-15% margin. Management also said the proportion of reimbursed scripts has also grown to 39% of the total, compared with 26% at the start of January. Meanwhile, Botanix is expanding its US reach from an initial reach of 27 to 33, with plan underway to increase the number to 50. The company also reassured investors that it was not planning a capital raising and that Trump's tariffs likely would be immaterial. Botanix currently is holding an event series called 'Summer of Sweat'. This sounds like a Woodstock style festival but it's a forum for Botanix execs to meet with healthcare providers across 14 US cities. Woodstock went ahead despite torrential rain and we're sure management will rock on despite the setback. Cochlear hears good news from the FDA In a disclosure Hemingway-esque in its brevity, Cochlear (ASX:COH) today said the FDA has approved its next-generation Nucleus Nexa implants – 'the world's first and only smart cochlear implant system' – as well as its Nucleus Kanso and Kanso 3 Nexa sound processors. Cochlear hopes the refreshed products will staunch recent weakness in its developed country sales. The company launched the 'Nucleus Nexa System' – the implant/processor comb -in Europe and the Asia Pacific last month. It plans to launch the products in the US in the current quarter. Syntara's new name will grow on us Most investigative drug names are odd for a reason, because they need to be unique and avoid bold therapeutic claims. Come to think of it, they can't mean much at all – as Syntara's (ASX:SNT) new drug name would attest. The World Health Organisation has ascribed an International Non-Proprietary Name (INN) to Syntara's myelofibrosis drug candidate, SNT-5505. Commonly known as a generic name, an INN is a globally recognised, unique name for a pharmaceutical substance or active ingredient. The new moniker for SNT-5505? Amsulostat. Syntara CEO Gary Phillips says the name reflects the drug's 'unique mechanism of action and clinical promise'. We're sure it will grow on everyone over time – and we've heard worse. Originally published as Health Check: Dental supplier faces the hard tooth that amalgam fillings are on the way out
News.com.au
08-07-2025
- Business
- News.com.au
Health Check: Dental supplier faces the hard tooth that amalgam fillings are on the way out
Filling material supplier SDI pre-reports a flat result, partly because of declining amalgam sales Perspiring investors wipe more than 40% off Botanix share price after US market update FDA approves Cochlear's 'smart' implant system Veteran dental materials supplier SDI (ASX:SDI) has flagged soft numbers for the 2024-25 year, mainly because the world is phasing out amalgam filling material that contains mercury. With pre-reporting results due out on August 28, SDI said revenue for the year to June would come in at $111 million, 0.2% lower than the previous year. Net profit will be $10-10.4 million, compared with $10.4 million previously. SDI cites a 20.45% decline in amalgam sales, most pronounced in North America and Europe. Amalgams account for 13% of SDI's sales, compared with 16% last year and 23% five years ago. In absolute terms, however, SDI's amalgam sales have been steady at $18 million – a trend not lost on anti-mercury proponents. Overall SDI's European and Brazilian sales grew 7.2% and 9.9% respectively in local currency terms, offset by overall weakness in the Middle East and Asia. While an ugly grey, amalgam fillings remain popular because of their strength. But given they contain 50% mercury, their use is either being restricted or banned. The European Union is phasing out the use of the material by 2030, while Sweden and Norway have banned it. Elsewhere, Moldova, Mongolia, some Persian Gulf states, and the Philippines have also outlawed the grey gob filler. A global treaty, the Minamata Convention on Mercury aims to phase out dental amalgam but doesn't impose a complete ban. A signatory to this accord, Australia has restricted the use of bulk mercury in dental practices. Today's SDI release makes no mention of Stela, its replacement product that is pearly white and with the strength of an amalgam filling. Quiet export achiever For more than 50 years, SDI developed and exported dental supplies from its base in eastern Melbourne. Now the company's chair, Jeffery James Cheetham founded the company, then known as Southern Dental Industries in 1972. SDI listed on the ASX in 1985 and is now run by Cheetham's daughter Samantha. And speaking of medtech exporters, Adelaide based optical device stalwart Nova Eye Medical (ASX:EYE) has reported June half sales (excluding China) of US$9.57 million, thus snugly meeting guidance of US$9-10 million. Nova's full year revenue was US$18.4 million, up 21% with the US accounting for US$14.2 million (up 25%). Nova shares gained an eye-catching 12%. Botanix US update hits a sweaty note Addressing a webcast of more than 600 investors, Botanix Pharmaceuticals (ASX:BOT) announced it had chalked up $25 million of gross US Sofdra sales since launching the drug in January. Despite this impressive take-up, punters wiped more than 40% – or $240 million – from the company's market cap. The reason appears to be a higher-than-expected gap between those gross sales and the amount the company pockets. Sofdra treats primary axillary hyperhidrosis (PAH): excessive underarm sweating beyond what's required to regulate body temperature. The company reports that dermatologists wrote 16,000 prescriptions for 6700 patients, with refill rates of 3.4 per year. This compares with the sector average of two refills per year. 'We are in line with some of the best derm launches out there,' Botanix executive director Howie McKibbon said. A tube of Sofdra – enough for a month's supply – costs US$300 to US$400. Patients enrolled on the company's auto-refill program had a 95% adherence rate, "a measure of how consistently patients obtain refills for their prescribed medications.' Otherwise, 79% of patients adhered to the treatment. As of June, Sofdra's prescriber base stood at 2300 docs. Now to profitability In June the company's gross yield to to net revenue stood at 23%, up from 13% in January. This reflects the amount pocketed by intermediaries by way of discounts, rebates and such. While Botanix's take seems low, management says its share of the pie is industry leading. The company targets a 30-40% range, compared to generic skin offerings that might only attract a 10-15% margin. Management also said the proportion of reimbursed scripts has also grown to 39% of the total, compared with 26% at the start of January. Meanwhile, Botanix is expanding its US reach from an initial reach of 27 to 33, with plan underway to increase the number to 50. The company also reassured investors that it was not planning a capital raising and that Trump's tariffs likely would be immaterial. Botanix currently is holding an event series called 'Summer of Sweat'. This sounds like a Woodstock style festival but it's a forum for Botanix execs to meet with healthcare providers across 14 US cities. Woodstock went ahead despite torrential rain and we're sure management will rock on despite the setback. Cochlear hears good news from the FDA In a disclosure Hemingway-esque in its brevity, Cochlear (ASX:COH) today said the FDA has approved its next-generation Nucleus Nexa implants – 'the world's first and only smart cochlear implant system' – as well as its Nucleus Kanso and Kanso 3 Nexa sound processors. Cochlear hopes the refreshed products will staunch recent weakness in its developed country sales. The company launched the 'Nucleus Nexa System' – the implant/processor comb -in Europe and the Asia Pacific last month. It plans to launch the products in the US in the current quarter. Syntara's new name will grow on us Most investigative drug names are odd for a reason, because they need to be unique and avoid bold therapeutic claims. Come to think of it, they can't mean much at all – as Syntara's (ASX:SNT) new drug name would attest. The World Health Organisation has ascribed an International Non-Proprietary Name (INN) to Syntara's myelofibrosis drug candidate, SNT-5505. Commonly known as a generic name, an INN is a globally recognised, unique name for a pharmaceutical substance or active ingredient. The new moniker for SNT-5505? Amsulostat. Syntara CEO Gary Phillips says the name reflects the drug's 'unique mechanism of action and clinical promise'. We're sure it will grow on everyone over time – and we've heard worse.
Yahoo
06-07-2025
- Business
- Yahoo
SDI Limited's (ASX:SDI) Stock Has Shown Weakness Lately But Financial Prospects Look Decent: Is The Market Wrong?
With its stock down 3.5% over the past month, it is easy to disregard SDI (ASX:SDI). However, stock prices are usually driven by a company's financials over the long term, which in this case look pretty respectable. Particularly, we will be paying attention to SDI's ROE today. ROE or return on equity is a useful tool to assess how effectively a company can generate returns on the investment it received from its shareholders. Simply put, it is used to assess the profitability of a company in relation to its equity capital. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. The formula for ROE is: Return on Equity = Net Profit (from continuing operations) ÷ Shareholders' Equity So, based on the above formula, the ROE for SDI is: 11% = AU$11m ÷ AU$96m (Based on the trailing twelve months to December 2024). The 'return' refers to a company's earnings over the last year. Another way to think of that is that for every A$1 worth of equity, the company was able to earn A$0.11 in profit. See our latest analysis for SDI So far, we've learned that ROE is a measure of a company's profitability. Depending on how much of these profits the company reinvests or "retains", and how effectively it does so, we are then able to assess a company's earnings growth potential. Generally speaking, other things being equal, firms with a high return on equity and profit retention, have a higher growth rate than firms that don't share these attributes. To begin with, SDI seems to have a respectable ROE. Even when compared to the industry average of 9.9% the company's ROE looks quite decent. Consequently, this likely laid the ground for the decent growth of 11% seen over the past five years by SDI. We then compared SDI's net income growth with the industry and found that the company's growth figure is lower than the average industry growth rate of 18% in the same 5-year period, which is a bit concerning. The basis for attaching value to a company is, to a great extent, tied to its earnings growth. The investor should try to establish if the expected growth or decline in earnings, whichever the case may be, is priced in. By doing so, they will have an idea if the stock is headed into clear blue waters or if swampy waters await. Is SDI fairly valued compared to other companies? These 3 valuation measures might help you decide. SDI has a significant three-year median payout ratio of 53%, meaning that it is left with only 47% to reinvest into its business. This implies that the company has been able to achieve decent earnings growth despite returning most of its profits to shareholders. Besides, SDI has been paying dividends for at least ten years or more. This shows that the company is committed to sharing profits with its shareholders. Our latest analyst data shows that the future payout ratio of the company is expected to drop to 35% over the next three years. However, the company's ROE is not expected to change by much despite the lower expected payout ratio. On the whole, we do feel that SDI has some positive attributes. The company has grown its earnings moderately as previously discussed. Still, the high ROE could have been even more beneficial to investors had the company been reinvesting more of its profits. As highlighted earlier, the current reinvestment rate appears to be quite low. With that said, the latest industry analyst forecasts reveal that the company's earnings are expected to accelerate. To know more about the company's future earnings growth forecasts take a look at this free report on analyst forecasts for the company to find out more. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
