Share Name Share Symbol Market Type Share ISIN Share Description
Smith (ds) Plc LSE:SMDS London Ordinary Share GB0008220112 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  1.20 0.34% 358.20 358.10 358.30 361.10 354.10 360.00 1,715,487 12:59:40
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
General Industrials 6,171.0 350.0 20.6 17.4 4,935

Smith (ds) Share Discussion Threads

Showing 3751 to 3774 of 3775 messages
Chat Pages: 151  150  149  148  147  146  145  144  143  142  141  140  Older
DateSubjectAuthorDiscuss
16/1/2020
13:07
SMDS is still a bit expensive compaired to its intrinsic value I estimate at 330p using optimistic future cash flows. I would like it to dip a bit more at around 350p so I can replenish as I'd pay a premium for this well run company.
gabsterx
16/1/2020
11:47
Just topped up the SIPP with a cautious amount. My smds isa holding is still a little in the red, so will leave it be.
scooper72
16/1/2020
11:41
10% drop hardly shocking. I'm in... :0)
taurusthebear
15/1/2020
12:42
Top-up time approaches.
taurusthebear
14/1/2020
20:43
Although having some "skin in the game" is considered important, sadly, the modern day manager has shares handed out as part of their rations with awards for targets achieved. Targets that are known only to the remuneration Committee, that in turn, are drawn from the "back scratcher" pool common to all. Mediocre results from rather well remunerated people.
erogenous jones
14/1/2020
19:09
Maybe he is short ??
marksp2011
14/1/2020
16:13
Very theoretical and theoretically I agree 100% But reality is every CEO is measure on total return to shareholders and thus they obsess about the share price. Moreover a lot of their personal wealth is tied up in the share price. So from my experience they do watch it daily and think of ways to positively impact it
moorsie2
14/1/2020
16:05
I don't think Boards/CEO's can or should "manage" the share price. Their job is to manage the business, and if they do it well in terms of growing revenues, margins, profits and dividends - the things they actually can control - then the share price should follow.
jeffian
14/1/2020
14:53
the 396 on the 13th December looks like a very distant memory at this point! Wonder what the board and ceo have planned to get this back to mid 450s plus.. would be good to get some strategic direction
moorsie2
14/1/2020
13:38
Yep Looked like a 1940s Nissen hut
marksp2011
11/1/2020
14:20
Mondi announcing closures in Wales
erogenous jones
10/1/2020
15:51
Mondi CEO announced hes stepping down. Industry buying opportunity
moorsie2
10/1/2020
15:35
Mondi on a big broker downgrade ?
marksp2011
09/1/2020
20:46
Quite a hefty downhill today any particular reasons apart from underlying global matters? Notice the share price not adverse to steep ups and downs... traded perhaps? Ideas?
moontheloon
07/1/2020
23:17
Bareknee, Agreed about the past couple of years but I don't think in those terms. I mainly buy for income with capital growth a nice bonus. I first bought SUS in April 2001 for £4 on a 6%+ yield, so stellar enough for me. As I said, it does have periods "in the doldrums", but as long as it keeps going up in the long term, I'm happy. Avon +720%, Diploma +375%. To get back on topic, I made quite a lot on RPC and SMDS is the replacement for that. I am expecting it to do well over time.
jeffian
07/1/2020
20:28
jeffian Re "It has worked very well for me with companies like Avon, Diploma and S&U, all of which had periods in the doldrums but have shown stellar returns in the past couple of years." I hold S&U, and have done for many years, but it's return over the last couple of years has been lacklustre rather than stellar. I'm also a holder of Diploma, which is doing nicely, havn't a scooby about Avon though.
bareknee
07/1/2020
09:39
In for a few waited for around 380 mark. Good luck all
moontheloon
06/1/2020
12:28
Cheers!!! :-) You have beaten me by around 8,000 years!: "There is evidence that beer was produced at Göbekli Tepe during the Pre-Pottery Neolithic (around 8500 BC to 5500 BC)"
dr_smith
06/1/2020
12:17
"I can't think of any other products that have stood up to time as well." Beer?!
jeffian
06/1/2020
11:17
>Paper’s been around since ancient China and "a tall, aquatic plant, Cyperus papyrus, of the sedge family, native to the Nile valley: " Is the Nile in China? So were the Chinese producing knock offs even back then? ;-) I can't think of any other products that have stood up to time as well. It's so simple we take it for granted and essential when IT fails and I'm not aware of any non-(green)plastic paper replacement.
dr_smith
06/1/2020
10:45
Hargreaves Lansdown 2. Paper Paper’s been around since ancient China, but we think it presents a very current opportunity for investors. While retailers have suffered from the rise of e-commerce, it’s been good news for packaging companies. Add in a consumer base that’s more environmentally-minded, it’s particularly good news for paper packaging companies. Paper packaging is a growing market, and something we kept in mind with our choice of DS Smith in our five shares to watch for 2020. Apart from the growing sector, we’re fans of DS Smith’s position in the market. Packaging volumes will ebb and flow depending on how well the economy is doing. But DS Smith’s many consumer goods customers, add a layer of protection, as these revenues can be more reliable, even if economic waters get a bit choppy. There’s a little more debt on the balance sheet than we’d ideally like. This is expected to start coming down though. Still, for those that fancy a balance sheet in ruder health, Mondi’s the other UK player in paper. Mondi comes in a bigger package, and has more exposure to emerging markets than some, which could be a source of longer-term growth. It’s worth keeping in mind though, Mondi’s customer base is more industry-focussed. That gives it an advantage when economies are doing well, but means it could be hit harder by a slowing economy. All major packaging companies feel this to some extent. And volumes have been sluggish lately, which has contributed to lower valuations for some of the big names in the industry. Overall though we think the structural growth opportunities make the sector attractive.
moorsie2
05/1/2020
20:34
EJ - completely agree with those comments. Haven’t received mine yet.
alan@bj
05/1/2020
20:19
Hargreaves Lansdown from time to time publish a magazine, Investment Times. More often than not it is complete tripe and skewed to pushing funds from favoured managers. The one that arrived on Friday contained an article pushing 3 holdings which included SMDS as their naps for 2020.
erogenous jones
05/1/2020
15:05
On investor/journo/hack opinions, I use them for links to verfiable facts, but pay no credence to their hunch/opinion, but do take tangible data/facts to form my own opinion. Jeffian. My approach shares commonality with yours but differs slightly. I work off expected EPS (+divs) expressed as a percentage of share price If expectations come true, market will recognise, buy in, increase sp, and in meantime the share price value (if not market sp) will increase in line with those profits and prospects. I do not hold forever though, if I think market gets ahead of itself, I may sell. I have bought and sold here a couple of times over 7 years, with good profit in interludes. Folio wise, I have bought/sold very little since I battened down the hatches pre Brexit vote, as too much fog to make sound decisions. Now..or in coming weeks, I am hoping to regain a sense of where economy is, given we are post brexit fog, post election, we should see this leading to companies plans being anounced, adding to clarity.
dr_smith
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