Smith (ds) Share Discussion Threads

[buyzantium] 19/3/2019 12:09

EJ - With the longer term clearly in mind it is an excellent purchase. He will thank you in the years to come.

[essentialinvestor] 17/3/2019 20:24

3% plus fall for IP on the NYSE late Friday,
can't see any sector specific news.

[buyzantium] 15/3/2019 07:35

DS Smith, the leading provider of sustainable packaging solutions, and E.ON, a leading energy company in Europe, have today announced the signing of a major agreement to construct a state-of-the-art combined heat and power (CHP) facility at Kemsley Paper Mill in Kent (UK).The facility will replace the existing CHP and extend E.ON's partnership at the site with DS Smith for the next 20 years. The facility has been specifically designed to set the standards in efficiency, sustainability and reliability. The new plant will enable a carbon reduction of 36,000 tons per year. This is the equivalent of 30,000 medium-sized cars driving 10,000 kilometers a year.Once complete, it will have an electrical capacity of 75 megawatt (MW), generating steam and power for DS Smith's production processes at its flagship Kemsley Mill site. With 830,000 tonnes of paper manufactured at the mill every year, the partnership will further improve resource efficiencies and contribute to DS Smith's corporate goal of reducing carbon emissions by 30 percent by 2030.

[moorsie2] 13/3/2019 12:57

:)

I will double it up on a double or quits on share price at 315-325 on 1st April

[emeraldzebra] 13/3/2019 12:40

pop it on 'Tiger roll' at Chelt today !

[emeraldzebra] 13/3/2019 12:37

apols double

[emeraldzebra] 13/3/2019 12:37

Moorsie - just checked and you are right ! Congrats - PM me with yr bank info ?!

[emeraldzebra] 13/3/2019 12:37

Moorsie - just checked and you are right ! Congrats - PM me with yr bank info ?!

[emeraldzebra] 13/3/2019 12:34

Moorsie - he he -but don't i have until the end of this month ??? i forget !

[fhmktg] 12/3/2019 09:32

Useful Questor review in the Torygraph.Praises debt reduction and move away from plastics.Dividend covered more than 2x.Overall 'Hold' recommendation.

[contact2fsnetcouk] 11/3/2019 16:42

Tipped as a buy in The Times t'other day

[moorsie2] 11/3/2019 16:12

just bearish for the next few months. Long term I am bullish.

[essentialinvestor] 11/3/2019 15:17

You've gone to the dark side, eh.

I don't hold here but keep watch as have an interest in SKG.

[moorsie2] 11/3/2019 14:38

I fear this will continue to be shorted for at least the next two months to around 300p

[essentialinvestor] 08/3/2019 13:57

Moorsie, very much appreciated, good weekend.

[moorsie2] 08/3/2019 13:52

Imho that is beyond doubt.

And SMDS paid for deals at the peak cycle earnings and multiples hence my hawkish view here.

Issue is how deep the cycle is this time around. No one can honestly answer that.

But I would be very bullish about the sectors prospects over a 3 to 10 year cycle

[essentialinvestor] 08/3/2019 13:02

Moorsie,

Given the recent Mondi comments on mixed pricing,
coupled with the information you provided yesterday, are we possibly seeing
the initial stages of past peak cycle for the sector ? Or too early to say..

Would appreciate your view on this. TIA.

[moorsie2] 08/3/2019 12:00

Emeraldzebra post 2744 can I collect my 5er now ;)

See this staying weak all month and retesting 300 rather than pushing to 400 as many on here see

[essentialinvestor] 08/3/2019 10:12

Growth is slowing as underlined by the ECB yesterday.
Temporary/short term slowdown, or the beginning stages of recession?.
My guess is it's the former, however 10 years for an expansionary cycle is
old on any historical measure.


Moorsie, thanks for the info.

[dr_smith] 08/3/2019 08:55

Moorsie2: Thank-you.

[alotto] 08/3/2019 07:26

What has caused the sharp decline from October?