Smith (ds) Share Discussion Threads

[moorsie2] 05/2/2020 21:06

US big 3 players have increased by between 4.5% and 5.5% today.

This sector has turned so I expect a good run over the next 8 weeks and a good day tomorrow

[moontheloon] 05/2/2020 18:59

https://www.thetimes.co.uk/article/ds-smith-a-business-in-the-best-place-to-deliver-vt00r2h8f

[dr_smith] 05/2/2020 11:38

Reading SKG results seems similar in context of demand to SMDS:
"From a demand perspective, the year has started well and, while macro and economic risks remain, we expect another year of strong free cash flow and consistent progress against our strategic objectives."

The message from the worlds daily media is we need to be green and conceivably past a knife edge already for correction. This isn't a "nice to have" but a planet requirement, yet where is the tangible evidence of corporate users switching to greener packaging?

Their BOD outlook does not seem to reflect the global NEED.

It is seemingly all lip talk by the worlds corps on green policies.
Leaves me feeling empty.
IMO
Dave

[dr_smith] 05/2/2020 11:02

sp did seem very low compared with normal trading range, value and very postive prospects, but still odd to suddenly get 5.6%.
lizaft. That could be reason for PI's but must be a rubbish institution to rely on papers.
..aha! SKG results today.. 7.28% up, so read-across.
(edit...opened for edit before other posts referenced SKG... I was coffee deficient ;-) )

[moontheloon] 05/2/2020 10:35

And motley fool tipped all over and then big dip. Retracing FAST

[moorsie2] 05/2/2020 10:13

Good SKG results but also it appears SKG are going on a price increase like SMDS and MNDI. So whole sector moves strongly

[dandu69] 05/2/2020 10:10

SKG have risen today on the back of good results so this might be helping to pull the price up?

[2vdm] 05/2/2020 09:54

I wondered why we had the bounce. Also one of the shares to look out for in 2020 on the Hargreaves Lansdown site. A good company, well managed and a good business model. Only my view and I'm a LTH

[lizafl] 05/2/2020 09:24

Tipped by Tempus in the Times today.

[moontheloon] 05/2/2020 09:19

This is the craziest share ive ever seen for trading dips . Going in right direction finally. First batch 380. Second 345 not bad. Lets see it push on till divi day and beyond

[97peter] 03/2/2020 17:47

This from Mail online ref DS Smith


Impax's main funds only cater for the institutional investor. Retail investors can gain access by buying Impax shares directly or alternatively by buying into its quoted, closed-investment trust, Impax Environmental Markets. This could be a gateway to some familiar FTSE growth companies such as DS Smith, the cardboard recycling specialist and supplier of packaging to Amazon among others.

[dr_smith] 03/2/2020 13:33

Keyno...Sorry - only just spotted the slip, no tears to date.

97Peter. Need for green has been on for years without being evidenced as shareholder.
Haven't seen article, so hope there is something genuinely "new" to get the migration from non-recyclables going with more gusto.

[deanforester] 02/2/2020 17:20

I first bought in 2007 at 210p, added some in 2008 at 81p, sold some in 2010 at 189p, sold my nil-paid rights in 2012, sold some more at 408p in 2015 and sold my nil-paid rights in 2018. I have had an IRR of 14%. I'm not unhappy.

DF

[keyno] 02/2/2020 10:55

Dr_Smith: Hope that wasn't a Freudian slip! (Tears.)

[dr_smith] 02/2/2020 10:08

I've been in & out over many tears. Last in 21/2/19 at £3.387.. so exactly the same, or down after stamp duty, but 12 months on and Brexit/election out of the way, so hopeful, but still surprised at the apparent lack of shift from non-green packaging.
IMO that is a business mentality (& gov policy) shift that is a potential future benefit on top of normal trade.

[dandu69] 02/2/2020 08:30

Good purchase Keyno, I`m down on these at present but not concerned as I would put it down to general market sentiment, overall a well run company.

[keyno] 01/2/2020 18:14

Made my maiden purchase here on Friday. Seems a civilized thread too which makes a change these days.

[rik shaw] 01/2/2020 16:43

Telegraph link to interview:

[ygor705] 31/1/2020 13:42

Topped up this morning. Sp very weak in chart terms so worth buying at this level in my view.

[moorsie2] 23/1/2020 09:32

BRUSSELS, 23 January 2020 (Fastmarkets RISI) - DS Smith (DSS) plans to hike its recycled containerboard (RCCM) prices by Euro 60/tonne ($66.5/tonne). The increase will be effective for “all new orders placed from the date of this announcement,” the firm said.

DSS ascribed the move to improved economic conditions and stronger demand across Europe.