Smith (ds) Share Discussion Threads

[97peter] 29/7/2019 18:51

What is it with a drop today, when all around are up by 2%?
Come on SMDS let’s have a statement on r3cent competition news and also what is happening within the company?

[buyzantium] 26/7/2019 07:35

E-commerce is growing at an unprecedented rate around the world and has resulted in huge demand for packaging that will promote, protect and contribute to efficient distribution at every stage in the supply cycle. See recent article By Rob Carle of DS Smith e-commerce team.

[97peter] 23/7/2019 18:24

Boris bump and pound hit, will see 400p quicker than I thought, plus with 11p, divi very soon, then 410-420 by end of September definitely on the cards, what with turnover, profit and sale of plastics and 2 packaging companies in 2019.

[moorsie2] 23/7/2019 07:39

Mondi will have a bigger impact on the share price this week than any domestic politics..

[97peter] 22/7/2019 18:19

I see it breaking 380p by the end of the week, as speculation and Boris effect starting to kick in!

[taurusthebear] 22/7/2019 14:25

370p is proving an annoyingly persistent ceiling. I dream that one day it'll blast through... to 380p. Lol

[alan@bj] 19/7/2019 11:56

Paper and packaging group DS Smith retreated as the Competition and Markets Authority said Liqui-Box’s proposed takeover of its rigid and flexible packaging business could leave food and drink suppliers worse off. The two companies will now need to address the CMA’s concerns or the deal will be referred for an in-depth investigation.

[buyzantium] 19/7/2019 09:02

In my naivety I often wonder whose interests these so called Regulators actually represent.

[97peter] 18/7/2019 20:27

Agree EJ,
I have quite a large holding which I have held for a few years and was bought at 435p. The dividends and the acquisitions/mergers and the way the CEO and board are going is great. Would just like to see the share price over 4000p before next divi?
Frustration maybe?

[97peter] 18/7/2019 17:59

This SP, should be hitting 390 range with all latest huge buys and medium to small buys coming in over the last 2 weeks. Are the Mm’s shorting again?

[moorsie2] 15/7/2019 08:45

Latest Exane note says a sell down to target price of 300.

Blames very poor ROCE compared to sector and falling each year for last 3 years; Use of exceptional costs line for acquisitions that others in the industry do not use; and 525m in off balance sheet factoring...

[97peter] 14/7/2019 12:14

Any news on Europac sites, output, throughput and profits?

[97peter] 13/7/2019 16:38

EJ just wanted to know whether anyone had any insight or more detailed news on outputs and profits of the European sites and 6 monthly figures etc. Very difficult to find news, but sometimes bloggers have some insights from different forums, friends etc?

[dbaker1980] 13/7/2019 00:10

Look, just don't talk about smds. Just the slightest mention on a forum, or the slightest hint of good news triggers massive drops and volatility.
Shhhhh.
Hold and keep quiet.

[97peter] 12/7/2019 20:07

Why no bloggers in SMDS at the minute have you all sold up and gone?

[phillis] 11/7/2019 15:15

Big rights issue

[97peter] 10/7/2019 18:22

How come Smurfit Kappa in same industry / area have a huge rise but DS drops? Strange markets, but I am a long term hold and see a new jump in August, then the divi, plus hopefully post Brexit it will zoom through 400p???

[97peter] 08/7/2019 17:44

Hope DS picks up a little after all the good news and starts to build to 400p??