Smurfit Kappa Share Discussion Threads

[justiceforthemany] 02/8/2023 11:24

Impressive results. Only a marginal decline in EBITDA and EPS if you strip out exceptionals and finance costs.
P/E c. 8.5

[our haven] 02/8/2023 07:23

Small increase in the interim dividend will help soften the impact on the share price this morning with some disappointing numbers across the board. Only additional upside was the reduction in debt.I would expect an opening on the downside this morning so hold on to your hats.

[pugugly] 18/7/2023 18:58

All dividends from Irish Companies subject to Irish withholding tax tax at 25% unlike UK coys which pay gross - A pain in the posterior when doing your tax return if UK resident.

[essentialinvestor] 18/7/2023 18:27

Added a few ULVR, sold out of RNO. That's about it for today, besides the SKG and Mondi small sells.

[essentialinvestor] 17/7/2023 12:49

Sold a few more this morning, that's approx 9% up in a week.

[essentialinvestor] 12/7/2023 12:22

Sold a small amount.

[essentialinvestor] 20/6/2023 13:32

Under 26 may be available with Europe macro weakening?,
it's an add under 26.50 for me.

[essentialinvestor] 24/5/2023 10:44

Looking to add here, may be an opportunity over the next month or so.

[1pvh] 18/5/2023 15:43

I have 942 shares The dividend is 107.6 cents =. 1013.59 euro's They've taxed at 25%. And paid 760.2 euros into my account

[thamestrader] 18/5/2023 08:29

No, no tax withheld (at least not transparently).
Presumably you had it withheld to cover a potential tax liability in Ireland? I'm sure you can arrange for this not to happen if you wish.

[1pvh] 18/5/2023 07:28

Did hl take withholding tax out of your dividend?

[1pvh] 17/5/2023 11:50

Tax taken off as well in ii ?

[thamestrader] 17/5/2023 10:15

It has just appeared in my HL account (sterling)

[1pvh] 17/5/2023 10:03

Dividend paid in euros In ii account

[t.ainscough] 16/5/2023 12:03

Post if you get a response. Still nothing from Halifax

[thamestrader] 16/5/2023 09:11

Still hasn't arrived in my account so sent a polite message to HL.

[t.ainscough] 15/5/2023 08:52

I'm with Halifax sharedealing. 12th May payment hasn't arrived in my account yet

[thamestrader] 15/5/2023 08:09

Am I right in thinking a dividend should have been paid on Friday 12 May (ex-div 13 april)?

Hasn't appeared in my HL account yet. Did you all get yours?

[essentialinvestor] 08/5/2023 21:04

Around 10 X forward on current consensus,
perhaps around 20% undervalued, however about inline with the sector.

Worth keeping in mind sector earnings can shift, in either direction, very quickly due to fat operational gearing.
Potential for a H2 slowdown at a guess.

[essentialinvestor] 04/5/2023 08:54

Bought a small amount this morning, have not held SKG for sometime.

[essentialinvestor] 28/4/2023 17:54

You prefer thus to mondi ?.

[justiceforthemany] 28/4/2023 15:24

Operating margin has increased.
Profit has increased even as revenue has dipped.
I have accounted for EUR yes.
Should be trading near 4000p. 7x P/E is silly.

[essentialinvestor] 28/4/2023 13:58

* they report in EURO, the price in the header is the LSE listing. Convert EURO earnings to GBP if looking at the UK shares.

Current FY consensus is for an approx 10% fall in EPS - subject to change as the year progresses as always.