Smith (ds) Share Discussion Threads

[martinfrench] 31/8/2019 07:35

Peter,

Where do you get output figures from ?

[97peter] 30/8/2019 14:48

sp starting to go in the right direction, have researched some of the output figures and month on month they are up, even though the FTSE and Trump try their hardest to upset the market. I see a steady rise now to divi date, then it is just down to US and China tariffs and Brexit as to whether in the short term this gets back to 450p range?

[dandu69] 25/8/2019 09:16

Positive write up on yesterdays fool with results on 3rd Sept due. Agree this will be subject to some volatilty caused by brexit and firmly expect this to fall on Tuesday along with many other big names owing to President Trumps latest tweets. Looking to add below 320.

[taurusthebear] 23/8/2019 12:59

Especially given the tit-for-tat tariff war now taking place.

[martinfrench] 23/8/2019 09:12

this struggles to get over 335 let alone 4 quid.

I'll be out as soon as hits 3.50 if that happens.

not a good brexit share and cant see that situation changing anytime soon

[97peter] 22/8/2019 18:51

Correct bear, I am talking to Brexit date and next divi, not 2-3 years. I am a long term holder from 450 over 2.5 years ago and have re-invested each divi straight back in and looking to a 2-4 year horizon.

[taurusthebear] 21/8/2019 10:50

But Peter is talking about the very short-term, which is as unpredictable as the Irish backstop. :0)

[flyinggogo] 19/8/2019 20:04

Peter just stop it, you sound so desperate. The shoet term share price is pretty much dependant on brexit

[97peter] 19/8/2019 17:50

Good bounce today and someone or maybe two large II’s see things turning and on the up. Onwards to 400 before divi in October?

[97peter] 18/8/2019 09:22

This share is quite like IAG, it just needs some direction/news from the Board and it will be back to 450p or above as a top UK share. The merger, acquisitions and a few minor issues have dragged it down a little, now it can fly! Great share to have in long term portfolio.

[taurusthebear] 16/8/2019 08:50

Correct. I bet humanoids screwed up Venus too, a few million years ago.

[dr_smith] 16/8/2019 08:39

Remedy may not be on the table for planet Earth.
The planet needs harmony to work efficiently and effectively to resolve a world problem, that may already be unresolvable.

[taurusthebear] 16/8/2019 08:03

You get the leaders you deserve. Americans get a chance to remedy that next year, and us probably this.

And then there's the FTSE glitches...

[dr_smith] 16/8/2019 07:43

TTB and EJ.
I think you are both right.
Yes, "The art of investing is to deal with the World as it is, not as how you would want it."
but Trump means the world markets are not based on logic and economics but a game of chance.
I asked myself the question yesterday,if Mr T passes a grassy knoll, how much better the world would be, world peace, trade harmony, green issues, protected species...and lets mention green issues again as we don't get a second chance when we screw the planet up ("when" with future tense is optimistic, we may already be screwed).
Dave

[taurusthebear] 16/8/2019 01:40

You seem to be losing the plot, EJ. The art of investing is to deal with the World as it is, not as how you would want it.

I'll happily bag a few more shares at 250p. :0)

[togglebrush] 15/8/2019 15:57

Press
'

'
Short Extracts:-
acquisitions of Interstate Resources, Corrugated Container Corporation and The Display Connection, and the investment in a new HQ in Atlanta, were a clear, bullish statement of intent... plans to aggressively push established competitors in the USA.
'...
“Our US business is performing well, and we’re growing through acquisition in North America. The acquisitions and integrations have been a success, and the organisations we’ve acquired fit well together and with DS Smith. We’ve taken the strengths of each organisation and applied them to our overall business, and we are very pleased with the outcome,”
'...
“We took our time to find the best, most strategic way for DS Smith to enter the North America market. Interstate Resources was the ideal acquisition because it fit the DS Smith system well, and also provided a platform for growth. Now we have a successful organisation that’s scalable and can add a lot of value in the long-term.”

[gabsterx] 15/8/2019 09:42

My understanding is that DS SMith has a smaller exposure to industrials versus its European peers and is more focused (about 70%) on FMCG which is less volatile.

Might be that the market is throwing the baby out with the bath water and treating all packaging businesses the same.

[essentialinvestor] 15/8/2019 09:18

Some of the industrial stocks I follow are already deep in bear markets,
Bodycoate (BOY) as one example. Very well run company but highly cyclical.
It looks as if recession is already hitting some sectors, rather than a future event.

[97peter] 14/8/2019 20:34

This will stay above 300p. Plus this excellent company and share is ludicrously cheap and if it was a US stock would be today at 450p or over 500p by end of year.

[taurusthebear] 14/8/2019 16:05

Why? The cheaper the better. It's surely about buying low, not picking the proverbial bottom.