Smith (ds) Share Discussion Threads

[essentialinvestor] 29/5/2019 14:02

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

[jeffian] 29/5/2019 13:57

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 13:42

alotto, where was that mentioned?. Thanks.

[alotto] 29/5/2019 13:11

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 12:50

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

[alotto] 29/5/2019 12:48

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

[loganair] 29/5/2019 12:41

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 12:31

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

[loganair] 24/5/2019 09:59

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 15:51

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

[essentialinvestor] 23/5/2019 11:48

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 10:52

Yesterday was just short lived moment of joy.

[essentialinvestor] 22/5/2019 21:00

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 20:09

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 09:31

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

[soundbuy] 22/5/2019 08:12

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

[skyship] 22/5/2019 08:12

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

[alotto] 21/5/2019 15:23

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

[gswredland] 20/5/2019 13:55

Interesting that shorts have got hold of this

[gabsterx] 20/5/2019 09:04

Don't really see the logic in this, unless they're shorting packaging firms as a whole and throwing the baby out with the bathwater. DS Smith has little to no revenue from China and a small recent stake in the US.

Anyone have any insight on how the fundamentals would be affected by the current events which is scaring away the traders?

[pireric] 20/5/2019 08:35

FYI Short interest in SMDS is soaring

[gabsterx] 17/5/2019 16:30

Yup, trade war is deeply changing the intrinsic value of DS Smith from one day to another, the company is worth much less now because of it and will forever be affected! :oD

[rochdae] 17/5/2019 16:10

But it all comes down to who's buying or selling. At the moment too many are selling for whatever reason. Looks like a drop to 300 perhaps. Personally, I'd wait to see what the results have to say. Always better to buy or sell facts in my experience...