Smiths News Share Discussion Threads

[rolo7] 04/6/2024 10:26

Big trades again

[edmundshaw] 03/6/2024 15:13

I cannot believe someone comes on here and comments "same leadership". Just making stuff up, complete waste of time. Filtered.

[santangello] 31/5/2024 10:42

Happily endorsed dd, well pointed out.

[davidosh] 31/5/2024 10:33

quietlife...It is not the same leadership team. Have you watched any of their presentations?

This team are doing an excellent job and will not be making any rash deals.

[santangello] 31/5/2024 08:55

XD next week, lovely chunky 1.75p thank you very much :)

[fenners66] 30/5/2024 08:44

did you say that 10 years ago then?

[quietlife] 29/5/2024 17:22

So take into account inflation and cost of living its basically cost you money
Be careful as the last time they spent all the cash they slashed the dividends

Same leadership basically

I would be very keen to know what's plan B

Forget that as last time plan B and C was a disaster

One trick ponies and all that

Can't keep doing the same thing with diminishing volumes, revenues, margins and a high fixed cost / CTS

Someone will have to pay for it

[this_is_me] 29/5/2024 16:59

Meanwhile the eps is around 10p so the dividend from the last few years and into the future will more than get me all my money back.

[quietlife] 29/5/2024 16:53

Smiths News share price hit £2.40 10 years ago when they tried to diversify which failed dismally and cost the company and shareholders fortunes
Printed newspaper volumes are declining significantly year on year
Margins are low and the network can only shrink so much until CTS becomes impacted by stem mileage
At what point do we see an impact on delivery times, number of retailers delivered to 7 days a week, number of newspapers etc. etc

Its a death spiral and will unravel

Based on the inability to diversify its like catching a falling knife

Newspaper cover price can only hide the obvious end game for so long

[aishah] 29/5/2024 16:12

The impact will be here not SNWS:

[lord gnome] 29/5/2024 16:09

I doubt that it will make the slightest difference to Smiths News. Move along please.

[davidosh] 29/5/2024 15:56

I do not think the ES will be very much revenue for Smiths as hardly any go through newsagents as the editions are free and I see them in London mainly handed out at train and tube stations. They seem to have their own delivery vans that take them to the stands where commuters pick them up.

It would be more of a concern if paid for newspapers reduced the daily print runs

[1knocker] 29/5/2024 15:56

its a shame about the Evening Standard. For 40 years I read it on the Tube on my way home. I learned a lot of what little I know about paintings from reading (often more than once before I truly understood them) the late Brian Sewell's articles. There was a lot of other informative stuff in it too.

Now it can be skim read in 10 minutes, without finding anything which justifies close reading, so no real surprise that it is in steep decline.

[stevensupertrader] 29/5/2024 15:49

IMO - this definitely would affect SNWS revenue / income going forward .
This is a hammer blow to SNWS after it has finally managed to reduce debt and start to increase dividends .
Just look at the share price falling in the last couple of days .

[aishah] 29/5/2024 15:43

According to recent national newspaper circulation figures, the Evening Standard’s print distribution has dropped by almost two-thirds compared to the end of 2019, down to 276,502.

Is this really going to affect SNWS?

[stevensupertrader] 29/5/2024 15:37

Evening Standard has decided to stop daily printing in favour of weekly edition and its weekly ES Magazine edition might be shelved due to many still working from home.
Many other papers might too follow this . This might affects SNWS .

[plasybryn] 24/5/2024 13:07

On X today:Over 5,000 independent retailers have now signed up for Smiths News Recycle!Have you signed up yet recycle.smithsnews.co.uk#SmithsNewsRecycle #Retailers #IndependentRetailers #SmithsNews

[makinbuks] 23/5/2024 09:46

Slightly disappointed he only rates it "a very strong hold"

[fft] 23/5/2024 07:23

No. Not the Dianne abbot card :-). That's like a reverse Top Trumps !!

[lord gnome] 23/5/2024 07:21

I’ll swap you my Rishi Sunak for your Keir Starmer and I’ll throw in a Diane Abbott for free.

[fft] 23/5/2024 05:23

No panini politician cards to stick in booklets and swap in the playground ?

[rolo7] 22/5/2024 19:16

Election announced so this will be busy with euros and Wimbledon news?