Smurfit Kappa Share Discussion Threads

[ygor705] 29/4/2022 18:53

Excellent results. A quality operation.

[capitol2] 06/12/2021 13:00

Gdr seeing money moving in after p wording of past weeks rns update with in days on new high speed test.

[capitol2] 06/12/2021 12:59

Gdr seeing money moving in after p wording of past weeks rns update with in days on new high speed test.

[the white house] 28/7/2021 15:01

Superb results & decent acquisitions, further increase in divvi. Nice

[ygor705] 23/7/2021 08:51

We keep bouncing off the £40 share price ceiling. Surely cannot be too long now before it is breached

[nightspot] 14/5/2021 20:12

SKG dividend received, but only after after deduction of 25% Dividend Withholding Tax (DWT). I believe this DWT may be claimed back for non-residents of Ireland - ie UK residents. Anyone had any experience of the procedure?

[moorsie2] 30/4/2021 08:00

Results today should drive earnings upgrades for 2021 and 2022. Will be good for price action

[moorsie2] 16/4/2021 13:16

SKG and Hamburger both out with 50euro per ton containerboard increases for 1st May - Test liner and Kraft

[ygor705] 10/2/2021 09:34

I for one, am very pleased with the figures announced today. This continues to be one of my core holdings for not only reasons of sector and indirect exposure to internet growth but, also, and more importantly, the quality of its management. I originally invested here when SKI was over-leveraged by my own standards but I have seen it steadily grow and prosper over the years for reasons of quality management. That comes at a price and, for the moment, I'm prepared to pay it.

[scepticalinvestor] 10/2/2021 07:34

mkt cap far ahead of true value imoinsane valuation currently, based on those results. ouch

[bunz3] 08/2/2021 13:35

Share price slightly in red ,will if move blue , gdr seeing many buyers as end mid February moves closer hoping for a good week at skg

[ygor705] 08/2/2021 09:08

Results due at the end of the week. Thurs/Friday according to the Times.

[ygor705] 07/1/2021 08:52

Strong share price performance continues here with the growth in internet delivery systems driving fundamental changes to the sector. IP was rebuffed by SKI a couple of years ago: will they have another go?

[moorsie2] 03/12/2020 13:12

Big news IP splitting in 2. So it can focus on packaging! Watch great value appreciation for the big 3 players in Europe. They will be all in play for IP and WRK Skg smds mndi

[capercaillie] 22/11/2020 13:00

Disappointing that Directors can acquire discounted shares in a placing and retailer investors cannot.

[ygor705] 17/10/2020 08:21

Very impressed with share price performance here over the past 6 weeks or so. We are almost back to where we were at the time of the International Paper bid.

[moorsie2] 15/9/2020 21:01

Also the importance of announcing a 50 euro per ton price increase today!

[ygor705] 15/9/2020 18:07

Back over £30 .......what a contrast to some other stocks in the sector. Just shows the importance of having a decent management team.

[essentialinvestor] 02/9/2020 12:53

Oh OK, thanks. Was not aware of that. Managed to pick up a few more Mondi yesterday and would prefer that lower down to add.

[moorsie2] 02/9/2020 12:51

EI - SKG also sell plastics via their Bag in box division... with glands and taps

[essentialinvestor] 01/9/2020 23:41

Yes valid comment, outperformed Mondi of late. SKG is in the FTSE Green Economy Index, Mondi still offer plastics, although they look to be expanding their sustainable packaging operations.

[moorsie2] 26/8/2020 11:14

Very strong share price performance in comparison to big 2 peers over the last few months

[ygor705] 31/7/2020 12:07

Percentage of retail sales conducted over the internet has doubled from 7 to 14% during the pandemic and will not be going back to the High Street. Thats means an lawful lot of cardboard boxes will be needed as the pandemic comes under control. Governments also pumping money into economies worldwide at an unprecedented rate which will eventually revive commerce.

[pugugly] 23/3/2020 08:35

Going to hell on a broomstick - (imo) Massive slowdown in commerce - so likely to be a BIG reduction in requirement for packaging

[ygor705] 12/2/2020 20:00

Looking at the longer SKG chart suggests to me that the share price still has some catching up to do. The pre and post Int. Paper-approach trend lines seem to be out of kilter which seems a bit strange given that this must surely have been positive development. May take some time, but I'm hoping that this situation irons itself out.