Smith (ds) Share Discussion Threads

[dr_smith] 27/5/2015 17:19

Zapa - Interesting link.
I note they employ ghosts - unlike the building, they cast no shadow!
Spooky.
I guess that's why it's virtual reality. ;-)

[zapa] 26/5/2015 13:03

So much for my 'tactics'.lol

[philanderer] 26/5/2015 12:32

Goldman re initiates with neutral, 380p target

[mirandaj] 14/5/2015 17:29

There is a review of the European Packaging sector on Hargreaves website today...



The bit about SMDS:



Strong track record

Another company with a strong track record is DS Smith, which Shares added as a Play of the Week on 16 April. The group, whose business spans corrugated packaging, recycling, paper and plastics, grew its margins from 9.8% in 2013 to 10.7% in 2014 while ROCE increased from 10.3% to 13.4%. DS Smith is expected to complete its acquisition of Duropack in June, which will be immediately accretive to earnings per share and expand its presence in South Eastern Europe, a region that has seen relatively high GDP growth compared with the rest of Europe.

Investec forecasts profit before tax to increase by 16% in the year ended 30 April 2015 to £296.3 million and by 6% to £315.5 million in 2016. DS Smith is expected to be strongly cash generative over the next two to three years and a significant proportion of this will be spent on capex and acquisitions, which should yield good returns and create value for shareholders. Its PE ratio is a reasonable 14.4 and it has a target price of 410p, implying 12% upside.

[philanderer] 13/5/2015 20:40

Very welcome zapa :-)


Telegraph market report:

"...Mondi, up 116p, or 8.9pc, at £14.14, led the risers in the FTSE 100, bolstered by first quarter operating profits which surged 29pc. Advanced sales volumes and declining input costs – aided by the stronger US dollar against the euro – helped Europe’s largest producer of packaging paper and industrial bags report an operating profit of $266m. Meanwhile, UBS and Jeffries lifted their price target for the Johannesburg-based company.

"Buoyed by Mondi’s impressive results, its peers DS Smith and Smurfit Kappa also enjoyed gains of 3.5pc and 1.6pc respectively"

[zapa] 13/5/2015 12:19

'For once shrugging off worries about Greece’s finances....'

Still in the background I guess.I have funds but will wait a bit re Greece.

Thanks philanderer for the updates.

[philanderer] 13/5/2015 11:53

Leading shares have bounced back after two days of decline, helped by positive growth figures from the five biggest members of the eurozone.

For once shrugging off worries about Greece’s finances, the FTSE 100 has added 53.01 points to 6986.81 as Germany, France, Italy, the Netherlands and Spain all reported GDP growth in the first three months of the year.


Guardian

[philanderer] 06/5/2015 09:10

JP Morgan reiterates 'overweight' .. target 390p up from 380p

[philanderer] 30/4/2015 20:12

....Finally, in Dublin, paper and packaging giant Smurfit Kappa climbed 65½ cents to €27.35½ amid renewed hopes it will receive a bid from American rival International Paper. Traders were excited by comments from Mark Sutton, the boss of the US company, who said it remained on the hunt for deals.

Telegraph.

[philanderer] 24/4/2015 13:30

German business confidence is at its highest in almost a year, says the widely-watched IFO survey. Its business climate index, which questions 7,000 firms, was at 108.6 in April, after 107.9 in March.


BBC

[philanderer] 23/4/2015 08:44

€ = 71.2p

[philanderer] 19/4/2015 20:20

Rumour of Russia payment to Greece for gas pipeline..

so..Russia gives money to Greece, which pays the IMF, which uses the money to give Ukraine a loan, which uses the loan to pay Russia :-D

[philanderer] 15/4/2015 20:01

€ now under 72p !

[philanderer] 11/4/2015 20:13

interesting ...shouldn`t do the SMDS shareprice any harm at all ;-)

'US Predator Eyes Bid For £6bn Smurfit Kappa'

[philanderer] 09/4/2015 09:37

Good start, consolidation over ?

[philanderer] 19/3/2015 09:31

Jefferies reiterates 'buy' and 410p target

[philanderer] 18/3/2015 17:33

Bit of consolidation now would be good ;-)

[phillis] 16/3/2015 08:57

nudging along nicely

[greek islander] 05/3/2015 17:17

Just goes from strength to strength. A meld of acquisition activity leading to continuing expanding economies of scale and increasing market opportunities is very impressive. The products are excellent and timely, management really seems to be top level and I can see the share price continuing its momentum rise.
Glad I have kept increasing my holding here. Have high hopes of 800p in next 2-3 years if not sooner.
Thanks to my shares club for recommending these a few years ago.

[philanderer] 02/3/2015 10:22

Eurozone consumer prices recover more than expected

[philanderer] 27/2/2015 09:09

Euro < 73p !!