Smith & Nephew Share Discussion Threads

[pugugly] 12/4/2023 14:20

Look at the operations lost as a result of the strikes - many may never be recovered as the potential candidates may have passed over to the other place - That is of course if you believe that there is "another place"

So why the share price increase today.

[chrisdgb] 04/4/2023 11:05

Disappointing pullback.......

[jurgenklopp] 29/3/2023 11:45

xd date tomorrow to collect 23.1c

[cerrito] 01/3/2023 22:19

Russ Mould in Questor at S Telegraph has a long note with a hold... Time to give the company one last chance.

[justiceforthemany] 21/2/2023 11:37

P/E 18 on adjusted basis which is not dear vs historical average of 25 and what Stryker trades at.

[jurgenklopp] 21/2/2023 10:03

It is the perennial uninspiring results that ultimately will lead to it being taken over.

[adamb1978] 21/2/2023 08:42

Nothing exciting no, but equally still nothing to suggest that they're ever going to deliver decent ROE, ROCE etc

Always felt to me that SN achieves a fraction of its potential. Why...I'm not sure

[cerrito] 21/2/2023 07:45

Nothing in the results to make me press the buy or sell button.
Good to see q4 results and progress in orthopedics operations and US LIFR. Confused that they are wary on Q1 citing China covid cases given China Covid has been out of the limelight this month and that we are only half way through the quarter and China just 10pc of sales.
Note FCF flat but can understand why they have had a build up in inventory but note we will need to wait till the AR to see if this was finished goods etcet.

[justiceforthemany] 17/2/2023 21:34

Soames as chair is a good appointment. Worked wonders at Serco.

[chrisdgb] 10/2/2023 09:07

Just over a week to the final results, let us hope we get a real feel for the strategy in the coming years, still a strategic asset....

[lizafl] 05/1/2023 12:20

Yes, it's looking a bit perky!

[chrisdgb] 05/1/2023 09:38

Having a nice little run at the moment......

[chrisdgb] 22/12/2022 08:33

It has long been linked to be a takeover candidate, maybe 2023 will finally seal the deal........

[ianood] 09/12/2022 16:50

Cheap for starters!

[cfro] 09/12/2022 09:12

If i may so rudely interrupt here, im intrigued to know why a few of you here are convinced that Smith and Nephew will likely be taken over?

[chrisdgb] 09/12/2022 08:23

Still hoping for the knockout bid here.......

[southwinds] 07/12/2022 18:37

Questor column has consistently recommended this stock , first as a buy, then a hold and no doubt it will be a sell before long after years of underperformance.

[suetballs] 07/12/2022 15:38

Glad this wasn't sn.
Suet

[suetballs] 04/11/2022 17:50

Thanks Cerrito that’s interesting. Can the customer afford to pay - I think we’ll see a lot of that. But I suppose if I had a medical problem I would somehow find the money to sort it.
Suet

[cerrito] 04/11/2022 17:32

As a SN. holder I listened to most of the recording of yesterday's webcast.
Alot of good stuff especially in logistics and optimization of inventory and US improvement but what stopped me pushing the buy button was not so much the supply shortages(especially semi conductors and resins) but rather that in the Q&A the difficulty they were having on passing on cost increases came up 2/3 times.

[disc0dave45] 03/11/2022 10:19

Seem to be following the same stocks!From the healthcare sector I've got SN on my watchlist and good to see they are in line. Some of the constraining factors (materials and staff shortages, FX headwinds) could develop into major issues but who knows.

[suetballs] 03/11/2022 09:40

Trading update seems ok.
Never sure what the market will think these days.
Suet

[chrisdgb] 07/9/2022 09:50

Green again on a red day............

[roguetraderuk] 06/9/2022 08:48

unless share price were to move up 10% or more then v v unlikely any rns. in any case i think its a passive stake build. any offer is likely going to have to be over 15/16 quid here and its not a level the board will accept at this point. next year i think that that price will be more acceptable. not necessarily because the share price will be much lower at that time (i dont think they go much below 10 maybe to 950 but if they do then 8 is quite prob in that case) but the longer the share price is lower than the more pressure the board will be under to accept a price around 15/16. personally think its still a lot of money to pay inc of all debt so its only the americans that could be interested.

[chrisdgb] 06/9/2022 08:12

Will be interesting if this firms up in the coming days, flush a comment out...?>