We would love to hear your thoughts about our site and services, please take our survey here.
At what time will International Paper publish their trading update? Was it expected for today?
Why wasted? The company bought its own shares, haven't we all here bought in RWS too?
The bull run didn't last very long innit
The share price may fall further, almost a certainty. However most of the fall is done in my opinion. RWS is making £45mln PBT in H1, which is quite a respectable figure and the current share price already underprices the company. That is... in absence of skeletons in the cupboard. The modest percent fall in revenue does not warrant too much worry at the moment.
The trading statement doesn't say much about the outlook. Customers are cutting costs, it doesn't explain it they are turning to cheaper service providers or simply reducing demand for services. In the latter case it will create a healthy backlog for RWS. RWS wouldn't have the information as that will sit with the customers.
It would be interesting to see how (RWS) peers are doing. Who are the major players in the filed?
Casapinos, yours is a bold statement regarding the PE of IP. Do you really believe that the share price should be half as much just because the GAAP earnings came in the figure of 300 millions, taking the dividend to over 10%? Do you expect investors to sell out of fear that 300 mln of earnings are the new norm for IP? Why would an investor sell the shares in a company making adjusted EBIT of $1.2 bln and with a market demand for packaging expected to improve throughout 2024, for the average Joe to come around and take the steal? Just to mention, the combined entity is expected to make $400 million savings. That is about the figure of SMDS FY net earnings. The share price for IP is going to be on the upside if and when the merger materializes. There are very slim chances to see IP's share price declining much further, and if that is going to happen I will be happy to load up more shares. I believe SMDS holders will see the valuation of their shares to be in the region of 400p and over in no time. This is just a market over reaction and a plain opportunity to buy the shares of a quality company at a 15% discount.
Has the bull run dried up?
How do you value a company that operates at losses? What is a fair share price to represent future value?
The holidaying frenzy will eventually subside/normalize.
It is premature to wish for 200p per share. I don't have a crystal ball but that's my guess at the moment.
Donkeyeeyore not at all, I hope it goes down to 120p for a good entry point, and get out at 160p.
In the current market 120p is totally possible
Sad how the first thing they will do is to lay off 400 people. Sad that another stock is taken off from the LSE.
Unfortunately the shareholders have been short sighted and selfish in a way.
Is the new generation chip developed and deployed by Meta Silica based?
https://ai.meta.com/blog/next-generation-meta-training-inference-accelerator-AI-MTIA/
Why has the share price dropped so dramatically?
Ed1Mil you have no idea what you are talking about...
Chart?! What the chart has to do with the performance and strategy of the business?
Make a guesstimate how much it would cost to put together the technologies and the manufacturing sites and you will realize how much undervalued is the stock by market cap.
Of course top and bottom line have to bear fruit at some point .
Outlook is more important that past years burning money, if money was well spent. You can't achieve a global footprint for R&D and manufacturing without investing and making losses for a number of years before a turnaround.
MarquessR no worries, pun pardoned. To answer your question, As I read recently, as Unilever scoops out (pun not intended) the ice cream business, options include the sale to a private equity firm, and Unilever is actually investigating potential interest.
Also a listing on the NL stock exchange is on the card. I doubt Unilever will distribute a special dividend in case of a separate listing, rather, shares in the Ice Cream identity will be allocated to existing shareholders.
Donkeyeeyore from an insider you'd expect much larger purchases, you'd even remortgage your home if you knew as a certainty that the future was going to be bright. I wouldn't speculate too much on such small buys.
OTB has been overvalued for a very long time. It is worth buy more if (and possibly) drops further. It will spark my interest below 120p.
Does this mean that there is no net growth?
"The return to growth has been driven by a strong performance in Go.Compare,
alongside good growth in B2B, and a resilient performance in Magazines. This
has been offset by a more challenging performance in affiliate products and
digital advertising as macroeconomic pressures and low visibility continue to
impact the wider sector."
To 160p