Smurfit Kappa Share Discussion Threads

[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.

[moorsie2] 05/2/2020 09:14

Halfpenny - how did SKG management do in the CDP environmental awards??

[halfpenny] 05/2/2020 08:20

SKG are probably the best firm to save the planet and environment. Everyone should support SKG in their portfolio . SAVE THE ENVIRONMENT WITH SKG... great growth and well run. Hip Hip to the strong management team.

[moorsie2] 20/1/2020 15:53

Just over 2 weeks to annual results. After coming off highs and great results expected, I expect to see a demand for stock over the next 11 trading days..

[ygor705] 23/12/2019 08:43

An unusually large volume of shares being traded on one day last week coupled with a Director buying shares earlier this month makes me wonder if there is something going on here. share price also very firm and looks to be heading back to the £30 level.

[essentialinvestor] 26/8/2019 11:48

One aspect I don't like is how net debt is rapidly expanding. Late in the cycle that should be watched more carefully.

[moorsie2] 31/7/2019 08:24

very strong set of results - at the top end of expectations

[moorsie2] 23/7/2019 07:38

Strong results advice from Mondi this morning should help lift the sector