Smith & Nephew Share Discussion Threads

[knighty0001] 15/4/2024 11:57

We could see a bounce at 9quid again. Good buying opp

[suetballs] 12/4/2024 11:52

And he probably works from home too!
Suet

[knighty0001] 12/4/2024 10:43

CEO asking for a 30% pay rise. What planet is this guy on!

[its the oxman] 11/4/2024 22:56

Stryker has grown its share price over 400% in that time. Perhaps we are in the wrong stock. At least we yield more but that's also the story of the uk market.

[its the oxman] 11/4/2024 22:40

c.10 years ago the price was much the same as it is today. Hard to believe.

[its the oxman] 11/4/2024 22:36

Have added a few, hard to see this so low, and surely chances have increased it will attract a bid,

[suetballs] 09/4/2024 10:55

Disappointingly I'm sitting on a 30% loss.
I have bought more in the recent past but I just can't see a catalyst here.
The last results imo appeared to be more than ok to but since then .....
Bottom drawer for me - so I'm probably not the right person to proffer a view.
Suet

[km1966] 08/4/2024 10:59

Anyone else tempted as these prices?

[justiceforthemany] 28/3/2024 16:47

Rather than expressing your unhappiness here stakeholders need to be proactive and speak to Investor Relations
Katherine (Head)
07811 270734

Deepak and his frequent share sales needs the boot for one.
Has Soames not bought any stock either?

[dope007] 28/3/2024 14:40

That's a major XD fall. Would like to invest but staying on the sidelines for now

[suetballs] 28/3/2024 09:10

xd for 18p but down 36p.
Suet

[justiceforthemany] 27/3/2024 17:19

[e-mail]

[justiceforthemany] 25/3/2024 16:59

Nope.
Who's contacted IR and the idiot CEO?

[edwardt] 21/3/2024 17:29

Let's hope that cleared out the seller

[justiceforthemany] 21/3/2024 16:39

This stock is completely out of favour.
CEO needs the boot.

[cerrito] 06/3/2024 13:38

Interested to read this in Citywire
quote
he market has an ‘unconscious bias’ against Smith & Nephew (SN) and always assumes the worst about the medical technology company, says Liberum.

Analyst Seb Jantet retained his ‘buy’ recommendation and target price of £12.85 on the Citywire Elite Companies AA-rated provider of hip and knee implants, which rose 0.3% to £10.46 on Tuesday.

‘We are slightly perplexed by the market’s reaction to Smith & Nephew’s full-year results,’ Jantet said.

‘Trading was in line and there was a solid guide for full year 2024. And while the initial share price reaction was positive, the shares fell sharply over the next few days.

‘Understandable given Smith & Nephew’s track record, but it is this unconscious bias that is creating an interesting disconnect between the valuation and the fundamentals,’ said Jantet.

He added that ‘both the revenue and margin guides are achievable’ and said the ‘discount to peers is too high’.

[justiceforthemany] 01/3/2024 16:42

So who's bothered to contact the CEO?
If you're a stakeholder you certainly should.

[justiceforthemany] 29/2/2024 17:46

CEO is on very thin ice here. Has been for a while. The discount to peers like Stryker is stark, assuming EPSA for 2024 comes in around 85c; 15x P/E.
Despite the Covid backlog shares remain super depressed and half their pre covid value.
CEO email below
[e-mail]

[essentialinvestor] 29/2/2024 12:41

Bought s small amount.

[lonrho] 28/2/2024 23:21

Smith and nephew price about 13 dollars ,stryker 350 dollars so maybe no .

[pdriccio] 28/2/2024 21:25

Stryker eps 8.25 dollarsS.N eps 0.828 centsSo maybe, yes.

[justiceforthemany] 28/2/2024 17:49

Stryker trades at 35x earnings.
This stock at 15x earnings.
Fair?

[dope007] 28/2/2024 09:15

Haha. Gone well that one. As has Hunting

[suetballs] 28/2/2024 09:04

Come on Dope you got bab right - time you got in here!
Suet

[dope007] 28/2/2024 08:44

Getting tempted here as the UK mkt continues to perform awfully