Smith (ds) Share Discussion Threads

[alotto] 29/5/2019 17:25

EssInv What do you think about it?

[essentialinvestor] 29/5/2019 14:11

Ah right, many thanks, much appreciated.

[jeffian] 29/5/2019 13:11

I haven't really researched SKG. I just thought this looked cheap on fundamentals. (I hope I don't find out why!). Looking for places to park the ill-gotten gains from RPC.

[essentialinvestor] 29/5/2019 13:02

Ian, you don't prefer SKG?, Think that's more conservatively run - just a personal view.

[jeffian] 29/5/2019 12:57

Well I keep buying. I thought I'd grab a few more when it dipped under 320, but that's not looking so clever now. Oh, well, I'm still expecting this to look like a good buying opp in a few years.

[essentialinvestor] 29/5/2019 12:42

alotto, where was that mentioned?. Thanks.

[alotto] 29/5/2019 12:11

Thanks Log
I was concerned about the note I read today
* At DS Smith, investors have focused on fears of packaging oversupply coming out of China and the debt accumulated by the firm

[loganair] 29/5/2019 11:50

DS Smiths are in the right place at the right time with all the onslaught about the usage of plastics.

[alotto] 29/5/2019 11:48

I wonder if DS Smith share price will ever pick it up again

[loganair] 29/5/2019 11:41

80% of all plastics in the seas, oceans and waterways around the world come from just 6 countries, including India and Indonesia.

[essentialinvestor] 29/5/2019 11:31

That's an interesting stat, was not aware of that.

[loganair] 24/5/2019 08:59

With plastic packaging being slowly replaced with paper packaging seems to bode very well for DS Smith.

Interesting 25% of all plastics in the seas, oceans and waterways round the world come from just 2 companies, Cocaocola and Pepsico.

[jeffian] 23/5/2019 14:51

I don't, I'm afraid, EI. Don't follow it that closely.

[essentialinvestor] 23/5/2019 10:48

Apologies off topic - Ian, if you any view on the MAB update would be interested
to hear on the MAB board, if not that's fine, many thanks.

[alotto] 23/5/2019 09:52

Yesterday was just short lived moment of joy.

[essentialinvestor] 22/5/2019 20:00

That's looking at SMDS in isolation,
these falls are not just confined to UK sector companies.
International Paper, the sector giant, has declined from near $65 to $43,
it dipped sub $40 a few weeks ago. While still reporting record results and
increasing dividends.

[phillis] 22/5/2019 19:09

If prices can be put up, manufacturers have the upper hand

shorting is great news
they will have to buy back at some point!

[soundbuy] 22/5/2019 08:31

In response to Mondi raising container board prices apparently..........

[soundbuy] 22/5/2019 07:12

SKG and MONDI too..............guessing a sector note.......

[skyship] 22/5/2019 07:12

Anyone know why the sudden bounce back this morning....press comment somewhere perhaps?

[alotto] 21/5/2019 14:23

I will add more if we go as down as 280 :)

[gswredland] 20/5/2019 12:55

Interesting that shorts have got hold of this