Smith (ds) Share Discussion Threads

[gargleblaster] 26/1/2015 14:46

This was in Moneyweek on Jan 9th - sorry know it's a bit late!

Packaging group DS Smith (LSE: SMDS) has been one of our core holdings for some time. An innovative approach has made it the packaging provider of choice for many of the world’s biggest consumer-goods companies.

The changing nature of food retailing (from hypermarkets to discounters, online and convenience stores) and greater use of the internet in general, means packaging needs are changing.

Customers now come to DS Smith because of its lighter, lower-cost packaging and its ability to cut customers’ overall costs. Also, Sweden’s SCA Packaging was one of the best acquisitions we’ve ever seen from a valuation perspective, and it has been integrated far more smoothly than original forecasts suggested in terms of profit delivery.

We expect management to continue to consolidate the European packaging market over the next two to three years, and also to take market share organically, both of which will drive the share price higher. The stock is on a modest price/earnings ratio of 11-12 and yields 4%.

James Lowen, fund manager, JOHCM UK Equity Income.

[philanderer] 26/1/2015 10:41

Thanks Mirandaj


"The German IFO institute's widely-followed gauge of business confidence, for the month of January, edged slightly past forecasts, rising to a level of 106.7 from 105.5 in the month before.

"The consensus forecast had been for an increase to 106.3."


Sharecast

[mirandaj] 24/1/2015 09:45

Interesting article about the coming year:

[philanderer] 23/1/2015 15:55

Yep, for sure.... hit a bit of resistance at 335p this morning :-)

[emeraldzebra] 23/1/2015 15:00

many thanks Philanderer....have a good feeling about this one. seems to be on track to push a little better still.

[philanderer] 23/1/2015 10:01

Morning emeraldzebra. The transportation costs would benefit for sure, DS Smith has a fair old fleet of vehicles.

This from Telegraph webchat an hour ago:

Packaging groups benefit from steady inflation which allows price increases alongside a stable economic backdrop, both of which have been gauranteed in Europe until at least late 2016 now
8:43

John Ficenec (Questor):

Another idea down in the FTSE 250 is DS Smith which has also benefitted from the Draghi effect

[emeraldzebra] 23/1/2015 09:20

a question to all and apols if its a silly one-----does the low oil price help DSS ? Tks

[manonph] 21/1/2015 20:23

It's not easy to buy a significant amount here without blowing it out of water. So small buys will do me. Nice yield and very successful company

[philanderer] 21/1/2015 17:32

Nice rise , but lowest volume for a while ... 1.6m traded

[philanderer] 21/1/2015 13:31

Jefferies International reiterates hold on DS Smith, target raised from 300p to 330p

[philanderer] 18/1/2015 10:07

PRESS RELEASE

16th jan

DS Smith wins three awards at global WorldStar Packaging Awards

- See more at:

[togglebrush] 17/1/2015 09:04

The trading volumes (below data from ADVFN) was exceptionally high in last week. The maximum volume since January 2013 was recorded. But Friday values have returned to a more normal range and so far no holdings RNS
‘
Daily Trading Volumes based on ADVFN
‘
05/01/2015 __1,390,341 V low
06/01/2015 __2,728,052 high
07/01/2015 __2,275,016 high
08/01/2015 __2,648,038 high
09/01/2015 __3,269,091 V High
‘
12/01/2015 __6,828,119 V High
13/01/2015 __2,778,332 high
14/01/2015 __9,577,490 V High
15/01/2015 _10,639,454 Max
16/01/2015 __3,332,053 V High
‘
Stats based on ADVFN data from 2013
‘
Max________10,639,454
Onein100____8,711,661
Q3__________2,904,539
Median______2,129,984 middle of a sorted sample or Normal Day
Q1__________1,616,786
Minimum_______181,910
‘
Shares Issued 941.48m
‘
Major shareholders at 30 April 2014
'
Standard Life 139.737 million or 14.56%
Old Mutak______47.403 million or _5.05%
Ameriprise_____46.864 million or _4.99%
Royal London___37.906 million or _4.03%

[philanderer] 16/1/2015 12:16

Luck to you V11SLR , well done.

Berenberg downgrades from buy to hold .... target 340p from 350p

[v11slr] 16/1/2015 09:36

Sold all mine today, including some held since August 2012. Time for the cash to be used elsewhere.

[philanderer] 16/1/2015 09:27

Seller still unloading.

[philanderer] 15/1/2015 10:09

4 million shares traded so far. Along with yesterday, it seems we have a large seller to clear out at the moment.

[philanderer] 15/1/2015 09:57

Blimey, Swiss National bank drops interest rate to -0.75% !!

[philanderer] 15/1/2015 09:51

Resource has announced DS Smith as Lead Partner for the second year in a row at the 2015 conference and exhibition taking place from the 3 – 5 March , London

[philanderer] 13/1/2015 20:23

Extruded Products Supplies for a DS Smith Packaging Plant

Plastics Division, Extruded Products Supplies Transparent Polycarbonate Sheets for a DS Smith Packaging Factory

[philanderer] 13/1/2015 17:46

Shareprice may have been held back today by that 600k @ 333p sale, printed late, from earlier ?

[philanderer] 12/1/2015 19:37

Thanks fingers

[fingers xxd] 12/1/2015 18:44

( Copy of a post on the 'FXD' thread )



Wilb - SMDS

[philanderer] 12/1/2015 12:39

12th jan Investec buy tp 365p


reiterates

[wilb] 12/1/2015 11:45

Hi,
Interesting and helpful chart review by Fingers xxd 12 Jan'15 - 00:38 - 7467 of 7468.
(Wish I knew how to create a link!)
GLA