Smiths News Share Discussion Threads

[davidosh] 30/1/2025 11:34

It looks like NewsTeam are the final mile delivery service and taking over from paper round delivery by newsagents. They deliver other items too

[hillock1] 30/1/2025 11:28

I think it's unlikely for them to send chill goods as the delivery van, which mostly outsourced to third party drivers, have no adequate or suitable cooling facilities, I think..But happy and excited to see what's next

[norbert colon] 30/1/2025 11:08

All SNWS vans are currently "ambient" hence no chilled goods but will be interesting to see if this changes

[norbert colon] 30/1/2025 11:07

Good find thanks

[jeff h] 30/1/2025 10:26

This sounds positive for Smiths and vice versa for Menzies:-

"Major blow to Menzies as NewsTeam Group starts delivering papers from Smiths News in Menzies areas

Millions of pounds in retail sales will pass through Smiths News rather than Menzies...."



..interesting that NewsTeam "..now also distributes goods including milk, eggs and household paper products."

[ezsailor] 27/1/2025 14:41

Just a thought... Delivery deal with Amazon for their Lockers could be a good fit for both parties.

[makinbuks] 24/1/2025 10:46

Naughty for a public company I would suggest, so probably financially immaterial but maybe strategically important

[lord gnome] 23/1/2025 19:09

Intriguing indeed. They have been dropping hints about leveraging their distribution network. Perhaps we are about to see the first major deal. Interesting that someone chose to let the cat out of the bag on Linked In.

[norbert colon] 23/1/2025 19:04

Smiths News LinkedIn page:"In just a matter of days, we can FINALLY share about our exciting new collaboration with a HUGE, household brand. Keep an eye out for an announcement coming very soon..."Intriguing!

[makinbuks] 22/1/2025 09:50

Good point fenner, I didn't make the association

[fenners66] 21/1/2025 22:38

"Shares in newspaper publisher Reach jumped by more than 20pc on their best day for 14 years as it raised its profits forecasts for the year.

The company, which owns the Daily Mirror and Express newspapers as well as the Daily Star and a raft of regional titles, said trading in the fourth quarter of 2024 was ‘strong’."

Should be good news here too....

[reallyrich] 16/1/2025 08:04

Lord Gnome we meet again sir

[bscuit] 10/1/2025 21:08

Paul Scott [Paulypilot] formerly with Stocko and now with his own site with free and premium section £100pa covered this in his report - free section - this morning. The company announcement isn't yet reflected in the above RNSes. The company went XD this mrning for regular and special dividend totaling 5.4p so the fall is not as dramatic as it looks.

I recommend his site.

[melody9999] 10/1/2025 19:19

Well I sold some at 67p and thought I was too early as the share price then offered almost 69p a couple of days later. Looking at add back now .... suspect the market weakness has helped the pullback.

[lord gnome] 10/1/2025 17:17

Looks like anyone who sold ahead of ex-div has hit the jackpot.

[fft] 10/1/2025 16:37

SNWS AGM next Thursday (16th Jan). There will be a trading update before the AGM (assuming precedent is followed).Then at the end of Feb we have the end of the first half.

[stevensupertrader] 10/1/2025 15:52

Those investors that waited for the dividends to buy more were being wracked now - under 58p . Such a sorry state of affairs . The next interim result will determine the share price direction and the degree of fall or increase . If I were to take a punt - 85% fall than increase .

[privileged] 09/1/2025 14:06

Always falls more than it should on ex D day. Got out of most of mine 69.4p pre divi

[outsizeclothes.com] 09/1/2025 12:19

Agreed Prokartace. I sold mine on Tuesday.
Looking now to get back in sub. 60, but waiting to see how the Govt. addresses the current Bond market wobble first, as that might go on to wobble the whole market.

[stevensupertrader] 09/1/2025 12:16

Back to earth after ex - div today .
Gravity will take hold of share price now .

[prokartace] 09/1/2025 11:07

In these markets all shares, particularly smaller ones, fall further than the div value. This appears to be because shares rally coming up to divi payments. As such I make a habit of selling before ex div date. I sold at 68.56p yesterday

[cjohn] 09/1/2025 10:47

Most of Simply Wallstreet is automatized and nowadays uses AI. In general, gives an extremely superficial view of companies and makes numerous errors.

[1knocker] 09/1/2025 10:09

schofi, don't place reliance on Simply Wallstreet valuations. i think they must use a fairly crude formula, as they seem to come up with pretty extreme valuations for most of the shares they cover. Interestingly, their valuations are often at odds with their own view as to what the future holds for companies!

The drop today on going ex div was bigger than I expected. A top up opportunity for those who are still building their positions? I suppose sentiment is still coloured by the mess the last management team made of the business. Full marks and gratitude to the present team.

[this_is_me] 09/1/2025 08:15

Gone ex dividend of 5.4p.

[edmundshaw] 07/1/2025 22:45

Yay, prokartace! :))