Smith (ds) Share Discussion Threads

[cruelladeville] 08/2/2024 16:47

Yes 350 to 375 seems fair enough.

[jeffian] 08/2/2024 16:44

I guess the muted reaction is more to do with the variables associated with an all share deal including not only the relative weight given to the shares of each company in the combined entity but also the value of Mondi shares which are the 'currency' we will be receiving.

[elsa7878] 08/2/2024 16:36

Sadly for the Monday board they will have to deal with Robert Miles, who I gather from people who have met him, is an arrogant ..... Guess it'll be in his interest to get it sold as he is off soon and it will pump up his options and bonuses.
I think if it is sold 350-375 seems likely and explains the muted reaction thus far. Don't think it will get near £4.

[h0me] 08/2/2024 16:28

420 incoming

[jeffian] 08/2/2024 16:27

I note from the announcement put out by Mondi that what is being considered is an "all share combination" - i.e. a merger with no cash involved.

[yump] 08/2/2024 16:23

I’m sure it won’t be the last of opportunistic bids with decent businesses depressed share prices.

[cruelladeville] 08/2/2024 16:14

Not a fantastically positive reaction in the market. One disappointment after the other, DS Smith. Sell now or wait?

[kirkie001] 08/2/2024 13:21

Some snap analysis from FT Alphaville...



The timeliness of which makes me suspect they'd heard the market scuttlebutt for a while! ;)

[laurence llewelyn binliner] 08/2/2024 12:21

Always nice to see a press rumour confirmed, ideally we need to get to April 06th 1st, to add in the ISA/SIPP in advance.. :o)

Mondi should be sitting in a strong cash / net debt position after exiting their Russian operations, and will be / are looking to rebuild their asset portfolio..

[moorsie2] 08/2/2024 12:09

I would accept anything above 4.50

There must be value left on the table for the acquirer to get their shareholder approval too... delicate balance

But the logic is compelling

[alotto] 08/2/2024 12:04

I hope for an offer in the region of £5

[mortimer7] 08/2/2024 11:50

Guess the clue something was happening was the volume yesterday....

[blackhorse23] 08/2/2024 10:51

Money moving to GNC

[clinton baptiste] 08/2/2024 10:32

Great! About time too.

[jubberjim] 08/2/2024 10:32

That's enough for me Out again

Not bad for a dead market

Leave some for Mr Manners
good luck

[vaston] 08/2/2024 10:26

SYME IS NOW READY TO FLY

[lyceeuk] 08/2/2024 10:25

not a rumour

[clinton baptiste] 08/2/2024 10:22

Is there a takeover rumour doing the rounds?

[spawny100] 08/2/2024 10:18

Nice to wake up to. Everyone still asleep?!

[wilsonn] 01/2/2024 14:31

To cover employee Save as You Earn share schemes that are maturing.

[alotto] 01/2/2024 13:03

What is the Additional Listing about?

[philanderer] 16/12/2023 00:13

DS Smith was among the blue-chip stocks after the paper and packaging firm's rating was upgraded from 'underperform' to 'buy'. Shares gained 2.4 per cent, or 7.3p, to 309.6p as a result. The upgrade filtered through the rest of the industry. Mondi rose 1.5 per cent, or 22p, to 1534.5p and Smurfit Kappa gained 0.1 per cent, or 2p, to 3144p.

[twdlw] 15/12/2023 09:35

Has Aviva taken a 5% + position?

[alotto] 15/12/2023 09:15

Impressed too, I was expecting this to fall on XD but raised.