Smurfit Kappa Share Discussion Threads

[trader2] 16/2/2001 20:51

Gerard - I've though long and hard about that one. What is happening?? May be a little paranoid - but I feel (despite the Fid. purchases) that we are seeing a suckers rally/DCB.

Any other views out there?

[gerard j] 16/2/2001 18:54

Something is happening. see latest RNS 'Holding in company' 15 and 16 feb.
More buying today. Next target 159p (4 week high)

[gerard j] 16/2/2001 18:39

Next target 159p (4 week high)

[cb7] 16/2/2001 17:06

fidelity have recently added 2.2m shares and increased their holding by 50%.....
estimates for this yr of £10m and eps of 8 ....thinks the price is fair

[gerard j] 16/2/2001 16:20

Recovery on the way.

[petec] 15/2/2001 17:37

Sunset

Price now recovering but I would agree - the results were dissapointing. They still have a lot to prove. Best sold.

[milacs] 13/2/2001 11:38

Sunset
Earnings out today, 3.8p against the 5.8p forecast. I would imagine that the 11p will be rerated down maybe to 8p and with the p/e ratio of 14 gives us a price of 112p. The share price has fallen 12p today to 125p,therefore I think that Skillsgroup is a sell.The only positive factor is Director buying which I'm afraid can be misleading.

[milacs] 24/1/2001 21:30

Don't know the tech analysis, SKG went up a bunch today, we will soon see if you are right.
M

[doctorbird] 24/1/2001 12:10

A breakout from this pattern could occur at 150 with a target of about 200.
A retracement below the most recent shoulder around 126 would be a failed signal.
Is this a fair interpretation? Let me know what you think.

[sunset] 10/12/2000 13:44

A little mention in , Edmond Jackson's diary of a private investor:

"New life was injected into Skillsgroup late last week as directors bought stock keenly in the IT services group. Its price plunged from 370p last February to a recent low of 97p; at 140p the rolling 12-month forward price to earnings ratio is about 14, with brokers lukewarm on the stock. A drop in earnings from 13.8p to 5.8p is forecast for the year to end-November, then a rise to 11p in 2001.

Interesting how directors' buying is ahead of the closed period. One for more work - I am mindful that Skillsgroup's chart shows how volatile the ride can be, and Parity has surprised too."

[sunset] 09/12/2000 16:31

Directors' dealings:

Little article in today.

[petec] 08/12/2000 09:58

Well the new executive chairman is certainly putting his hand in his pocket. It looks like he has bought 250,000 shares over the last few days.

The share price rise is gathering momentum.

[sunset] 05/12/2000 16:37

Friday's upbeat seems to be drawing some attention to this company now. Up around 5% today.

With heavy loss-making Acuma now sold, SKG can concentrate on IT training and e-business. New executive chairman appointed 15 Nov 2000.

[sunset] 11/11/2000 22:46

Look at the 3 yr chart to see when SKG traditionally has its rally. Around the end/start of every year its rallied in a big way. As far as I can remember this has been tied to Microsoft releasing new versions of Windows, and SKG winning contracts at the beginning of the year. Circumstances are different now but nice if it could happen just one more time.

[technonotice] 11/11/2000 19:25

Rumour is that the a MBO is on the cards and that they are ready to make their move.

Anyone heard anything simular

[technonotice] 09/11/2000 19:03

There is a rumour of goodnews in the pipeline, but I have no details. Would anyone care to comment.

[trader2] 08/11/2000 08:59

News that 1. Acuma has been sold (for a good price) and 2. a successor has been hired to replace Southgate - and these might really motor given their present very low valuation and leadership position in the UK Training Marketplace.

[shadowfax] 08/11/2000 08:50

Your Q) Does anyone have any info on this stock? Is it worth a punt??

My A) Skills group has seen significant director buying in the summer at £1.33 and the long-term chart is extremely positive, incredibly so. The current share price gives a PE of about 10 and it even managed a small dividend increase this year.

Although being in the "hi-tech" sector, the services it offers will always be required. Even if hi-tech companies are going bust there are new ones coming along who require training.

There was a significant share price fall earlier this year after a "lack of a rebound" in work after Y2k, but that is behind the company.

I bought into SKG last week at 112 and am looking for a significant increase in the next 3 months. Also look at their excellent Web site www.skillsgroup.co.uk

I hope this is of assistance.

John

[drave] 07/11/2000 22:53

Does anyone have any info on this stock? Is it worth a punt??

[dee3] 02/11/2000 11:23

with p/e of 7 and reasonable background , does anyone have more positive things to say about this co. although cash reserves seem to be low.

[sharefreak] 03/8/2000 07:55

SKILLSGROUP ,near alltime low, 4.5 million traded yesterday, takeover rumours.

[dunlerkyn] 24/7/2000 23:44

I have heard talk of a MBO for Acuma, though I don't expect they will get top dollar - they appear to be under pressure to dispose of this unit. Otherwise the training and consultancy side seem to be doing ok.


Managed to pick some up at 128 - couldn't resist when I noticed the volume at that support level after strong director buying.

[brockman] 24/7/2000 19:07

A rumour is manifesting, re: the sale of Acuma, a box moving division.

Anyone heard anything?

[mdavey] 24/7/2000 15:16

up 7p to 143-144
Fidelity announced it no longer has an interest (was holding 6%)
2 million purchase just gone through at 145

[brockman] 23/7/2000 11:51

Telegraph today,

SKILLSGROUP, in IT skills services, seized punters' attention when volumes soared mid-week. About 10 per cent of its share capital changed hands on both Wednesday and Thursday. The finance director was reported as saying that there was no big buyer, simply that selling had dried up. How politically correct!
On a forward p/e of about 8 the stock is cheap and directors have been buying; I would not dissuade investors at 138p offered, just above the floor of the stock's long-term trading range, though I am waiting for evidence in the share dealings. Skillsgroup's chart is a rollercoaster ride; management has not delivered on certain goals; interims were mixed and showed £500,000 pre-tax loss; the group is maybe too diversified for a bidder. OK as a punt, but this is not a stock I would be weighted in.