Smith (ds) Share Discussion Threads

[bscuit] 09/12/2018 16:34

I agree with EI. MACF in the same sector is being hit harder.

[essentialinvestor] 09/12/2018 16:08

No it doesn't.

Mondi, International Paper, Westrock, SKG...etc.

It's a global sector sell off, in anticipation of the current
business cycle rolling over.

The market may be incorrect and there may be one last upswing left,
find out over the next few months.

[dogwalker] 09/12/2018 15:20

That makes good sense 97peter.

[97peter] 09/12/2018 12:13

DS share price is well below where it should be due to bexit negotiations, plus market manipulation to take advantage on way back up to 450p price. Bought in at 309 and what a bargain for 50k worth, even if it takes 6 months and doesn’t get back to 460, 470p per share until June 2019. What an opportunity!!! They are brilliantly placed and when they have sold their plastic businesses, as well as released the Portugal and French it’s after Europac purchase approvals by EU, watch it shoot massively upwards.

[essentialinvestor] 07/12/2018 11:11

Are they so different?.

[phillis] 07/12/2018 11:02

here we go again
comparisons with the boy Tony

[essentialinvestor] 07/12/2018 09:21

E-COMMERCE is about 10-12% of revenue for SKG, it should not be overstated,
although the segment is growing quickly.
Substitution of plastic may be where the main opportunity is.

[ygor705] 07/12/2018 09:16

The cardboard box sector has been heavily hit by fears of a cyclical turndown. Yesterday's numbers from DS Smith show the clear momentum to the sector being provided to box makers by E-Commerce. In my view, the likes of Smith, Smurfit and Macfarlanes should continue to prosper.

[jonboy9] 07/12/2018 08:39

Had my eye on this for a long time. Now at a level that is worth dipping my toe in.Had a look at what it is like to work for and the negatives said that it's 'too busy'.That'll do for me.

[togglebrush] 06/12/2018 16:15

FWIW
Trading volumes are look very high today
By my calc the Daily Trading volume stats for 2018
'
Maximum ______22,352,495____10 Oct 18___NO RNS on or close to date
Onein100______17,895,161
Current, not yet end of day, 13,087,953
Q3____________6,864,321
Median________4,642,791
Q1____________3,245,672
'
Shares in Issue (m)1,369.43

[nickname27] 06/12/2018 14:11

Non-exec bought £50k worth. Not sure it's going to help today...

[andratx] 06/12/2018 09:32

'fraid I missed the boat - 312! However, no confidence of where it will end up today. Long term though, surely very good value .

[eentweedrie] 06/12/2018 08:50

bought in at 311 - just too much of a bargain at these levels!

[nickname27] 06/12/2018 08:13

Everything up. Perfectly good business, as it was 6 months ago and will be in 6 months time. But some chinese woman was arrested in Canada so sell everything. Down 6%! I question why I'm even in equities at this point, clearly newsflow is the only thing that matters.

[togglebrush] 06/12/2018 07:42

Headlines begin
*
Revenue_______________________ GBP3,073m____ +15% +16%
Adjusted operating profit________GBP304m_____+32% +32%
Profit before tax_______________ GBP162m_____+27% +28%
Adjusted EPS(1) (9)_______________ 16.5p______+9% +9%
Statutory EPS(9)___________________ 9.5p______+4% +5%
Interim dividend per share(9)_______5.2p_____+14% +14%___ XD 5 Apr Paid 1 May
*
etc
'
Looking pretty reasonable

[nickname27] 05/12/2018 19:56

Yes but you then repatriate your profits and a weak pound means foreign sales are especially valuable.

[phillis] 05/12/2018 19:11

Nickname
You don't export boxes
You make them where the customer needs them

[essentialinvestor] 05/12/2018 19:06

Nick, it's wider than UK companies - Mondi, International Paper, SKG... etc.
International Paper is valued at near 20 Billion USD. This is sector wide, global,
regardless of market cap.

[nickname27] 05/12/2018 17:48

Everything british that isn't a megacap multinational has been caned for the last 6 months because foreign investors have dumped stock at any price because the political risk is huge (hxxps://citywire.co.uk/funds-insider/news/investors-pull-10bn-from-uk-funds-since-brexit-vote/a1161632). And I don't blame them. We have literally no idea what the political/economic/regulatory/tariff environment is going to be like in 3 months time. There are just much better places to put your money than UK sterling earners.

Ds smith should be an exception of course because they have significant foreign revenue and operations but I don't think anyone is being particularly discerning at the moment.

[essentialinvestor] 05/12/2018 17:05

Moorsie, would defer to your sector knowledge,
however fair also to mention the significant wider sector de-rating
of the last few months.

[shauney2] 05/12/2018 17:00

Probably a UT if it was timed 16.35 so not a single trade.

Interested in the results tomorrow.Packaging sector seems to be well oversold considering the growth ecommerce.