Smurfit Kappa Share Discussion Threads

[moorsie2] 05/3/2013 08:58

Broken a psychological barrier of 12 Euros.

No barriers now to 15

[amelio] 08/2/2013 10:40

DS Smith P/E 17.9

Inter'l Paper co. P/E 23.4

SKG P/E massively discounted... solid results released, should see this comfortably trading at €15+

[moorsie2] 07/2/2013 16:27

No barrier now to this being £15

What do you think LBO?

[moorsie2] 10/1/2013 11:48

LBO Happy New Year merchant of doom

Any comment on this share run over the last 12 months?

[willydoctor] 22/11/2012 20:30

Ooooh I'm loving this....!

[pdosullivan] 11/7/2012 09:06

Morning all. I've posted a detailed blog about Smurfit Kappa Group's business model, performance since its 2007 IPO and why I believe* its shares offer great value at current levels here:

Thought you might be interested!

(* But obviously DYOR!)

[lbo] 15/6/2012 18:38

The latest pricing data from RISI, released yesterday, showed that recycled containerboard prices in Germany continued to decline in June, while OCC prices were also down. Testliner prices declined by E25-30/tonne in June bringing the total decline from recent highs in April to E45-50/tonne. Last week RISI noted that prices were expected to decline in June by "up to E20/tonne" and clearly the pricing environment has turned out more difficult. In addition, OCC prices declined by E10/tonne which leaves prices E20/tonne down from the recent peak. It would appear supply discipline is waning, given that testliner declines are outstripping those of OCC, which is a negative for the sector.

[lbo] 29/5/2012 12:09

Keelingr do you remember our conversation a while back?



AIB, Davy and Bloxham executives face 'mini bank inquiry'

[lbo] 04/5/2012 15:52

net debt rose by €23m in the first quarter compared with analyst expectations of a fall of €20m



an entity controlled by CVC and Cinven continues to own nearly 18.3 million shares in Smurfit Kappa, representing just over 8pc of the group

CVC and Cinven have also consented to a lock-up period with respect to their remaining stake in the packaging firm. That will end around the beginning of May

[moorsie2] 04/5/2012 08:08

oh dear - positive news LBO - whatever are you going to do??

[moorsie2] 25/4/2012 12:51

you are amazingly negative.

Has this company ever fired you or refused to hire you or are you habitually this negative and nasty???

[lbo] 04/4/2012 21:46

Mr McGann, a director of Anglo Irish Bank before its collapse

[lbo] 30/3/2012 11:24

Paper and packaging group Smurfit Kappa was floated on the Stock Exchange five years ago this month at a price of €16.50 per share before briefly touching €21 in May of that year. However, the share price quickly went into reverse falling as low €1.09 in October 2008.

While the Smurfit Kappa share price has since recovered to €7.28 many of chief executive Gary McGann's share options remain out-of-the-money.

However, he retains in-the-money share options worth approximately €800,000 as well as owning 326,000 shares with a value of €3.27m

[lbo] 29/3/2012 10:03

Pump and dump!



Cinven and CVC sell off 21.6 million Smurfit Kappa shares

[wexboy] 23/2/2012 02:02

Hi folks,

Just posted Part V of The Great Irish Share Valuation Project, including valuation and some commentary about Smurfit Kappa:



Cheers,

Wexboy

[moorsie2] 08/2/2012 08:14

LBO - where are you????

[moorsie2] 26/1/2012 19:24

you have stopped posting your negative nonsense LBO - whys that?

[moorsie2] 18/1/2012 23:33

LBO - you must be disappointed that this share is rising!

You are so negative you should go and check into some clinic and get it sorted

[lbo] 16/1/2012 19:42

Weekend media reports suggest that $21bn of non-financial corporate bonds were issued in Europe last week. Davy noted that Smurfit Kappa previously indicated its intentions to refinance its 2013 (circa E816m) maturities before December 2012. It may also seek to refinance its 2014 maturities (circa E817m) at the same time. "The market is concerned about the incremental financing cost associated with this transaction.

[lbo] 09/6/2011 21:48

The outbreak of E Coli in Europe has led to a sharp reduction in corrugated box demand in Spain as well as in Northern Germany and the Netherlands. In a presentation at its investor day, Ireland's Smurfit Kappa indicated that approximately 5pc of its corrugated volumes are used in "Agriculture, Forestry and fishing". This includes fresh agricultural produce. Shares in Smurfit Kappa fell 2c to E8.32.

[lbo] 01/6/2011 13:33

Smurfit dips 4% as results disappoint

[lbo] 19/4/2011 09:45

Garry McGann gives extensive evidence about Anglo events