Smith (ds) Share Discussion Threads

[taurusthebear] 15/10/2019 21:56

Moorsie2 filtered. :0)

[moorsie2] 15/10/2019 16:49

:) the quote of 24 hours was just illustrative of the bigger point from yesterday not the time horizon for my investment decisions.

There is however a peculiar silver lining to my dark cloud comments re valuation to peers. If SMDS continues to underperform in share price to its peers (most probably as a result of over paying for acquisitions) it perversely becomes more attractive to an aquisitor. Remember in 2018 IP from the US came looking to buy SKG. So maybe IP or West Rock could be interested in buying a low price SMDS especially when sterling is low and borrowing costs are low.... Unique window of opportunity maybe

[jeffian] 15/10/2019 16:35

24hrs, eh? A 'Long Term Holder'?!

;-)

[moorsie2] 15/10/2019 16:30

p.s. in the last 24 hours since we started this particular discussion Mondi and Smurfit has outperformed SMDS in share price gain....

[taurusthebear] 15/10/2019 15:44

Moorsie2 - there's a bloke called Warren Buffett who has done quite well over the years, not in momentum investing or buying trendy shares but by buying, and holding, shares in companies that offer value because, for whatever reason, they have been overlooked by the market.

If you want to chase the market, good luck, but there's an undeniable logic, regardless of timescale, to BLASH.

If you can't see it, keep taking the pills. :0)

[moorsie2] 15/10/2019 07:56

Well done congratulations.

I am simply pointing out the logic error in your statement that could lead to loss of investment. Nothing personal

Good luck

[moorsie2] 14/10/2019 20:15

Taurus - please explain why you make that statement. It is obviously illogical! If true then we should all invest in underperforming shares because on your logic it will bounce back stronger over time! Point to me any share or sector this pattern has occurred over the last 5 years!??

[taurusthebear] 14/10/2019 14:35

"However I have done this and against its most similar competitor share price in SMDS has been hit much more than the share price in SKG over the last 10 months..."

Hence it should do better going forward. Doh!

[moorsie2] 14/10/2019 13:58

Erogenous - the way to test your hypothesis is to benchmark other companies in the same sector exposed to the same markets you refer (Germany, USA, UK etc) and see how they fare. If they follow a similar trend then you are right.

However I have done this and against its most similar competitor share price in SMDS has been hit much more than the share price in SKG over the last 10 months...

I am bearish on this one..

[buyzantium] 11/10/2019 11:15

EJ - Very well done, must admit I was tempted but failed to to take the opportunity. I remain a strong long term holder albeit the volatility continues to be unsettling. Many weak holders must have been shaken out by the antics of the MM's and short term traders.

[pughman] 06/10/2019 21:01

If ever there was a share to embrace the volatility with,its DS Smith. I've lost count of the number of times I've traded it in the last 5 months.

[essentialinvestor] 06/10/2019 18:27

Mondi update midweek for anyone interested in the sector.

[97peter] 06/10/2019 17:48

Noe it has gone past ex-divi date, it will start to climb upwards to over 400p. Especially after end of month and Brexit sorted, plus the Competition Board gave a green light and approval of the plastic org sale. So once grade and new business comes in, we will rocket above 400p.

[taurusthebear] 03/10/2019 15:52

Ex-div on 5th, think I'll top up.

Err, it seems it went ex-div today..

[jeffian] 01/10/2019 19:02

It's going up a bit; it's going down a bit; it's been trading broadly in the same range either side of 350 for most of the year. It's a share.

[fhmktg] 01/10/2019 12:13

Wot's goin on!

[mirandaj] 30/9/2019 10:59

www.morningstar.co.uk/uk/news/AN_1569831750951354100/top-news-uk-cma-accepts-liqui-box-undertakings-to-buy-of-ds-smith-arm.aspx

[97peter] 13/9/2019 16:25

Something good happening and working it’s way through to an improved share price should see 400p by divi date?