Member Info for Alessandro

International Paper is over $39 per share which means £3.90 per share for SMSD. Are investors concerned the deal may not go ahead, hence the discount? When will the shareholders vote on the proposed acquisition?

Why are some people even discussing an US listing? I can read no where else that it is even being considered by JD.

According to a number of analysis the Suzano deal will not take place. I agree with them. The premium they would need to pay is way too high for it to be accepted.

Suzano, which has a market value of 77.2 billion reais ($15.21 billion), has communicated its $42-per-share offer to International Paper's board of directors verbally, and could submit a formal bid in the coming days, according to the sources, who spoke on condition of anonymity. International Paper shares ended trading in New York on Monday at $36.92.

Suzano, the world's largest pulp manufacturer, is in talks to line up debt financing to support its bid, and has informed International Paper that the offer would be conditional on the latter abandoning its deal with DS Smith, the sources said.

You never get bored with this one! Is the acquisition by International Paper now in doubt?

What the heck is going on with XPP?!

Why adjusted profits are so much higher than statutory? What are the intangible assets that they amortize? Is it a strategy to save on tax?

What is the point to give Gross Profit before Marketing? That is a real cost for running the business and it is very recurrent.

OTB does a bit of work to embellish its financial statements even if it doesn't need to.

Every time any stock falls there is always somebody blaming the shorts.

Did JD just splash two-thirds of its cash reserve for the proposed acquisition?

That's a huge investment, I hope they got their strategy right. Little was said on whether they will rebrand, where to go from there, etc.

The market sees the risk and doesn't like it! We have to wait beyond the current financial year to see the acquisition reflected in the top and bottom line. JD is a recovery player for those willing to wait 1-2 years, provided all being well of course.

Does it even matter what kind of customer a retailer caters? Money is money and at the end of the day, to an investor it is irrelevant it money come from the pocket of a 50 year old shopper or a teenager.

By comparison look at the PE of other retailers, such as Lululemon. Stellar valuation and the company may turn out to be a shooting star, a fad.

Noferkinamesleft thanks. Do we know why customers called off orders?

I appreciate all being said about the slowing down of the chip industry and all the rest, however I lack visibility on the scale of the industry related headwinds and the impact on XPP. I have the impression (and that's gut feeling only) that the severity of the hit on revenue is of a magnitude that can't be justified by the slowing industry alone.

Smith and Nephew has always been way overpriced. Even at the current level still seems overpriced. The dividend payout is below what you get from a savings account and the prospect for growth is just about ...meh, especially now and the slowing Chinese market. The share price should be half as much to yield a healthy dividend of 5-6%.

I would buy only with the wish of seeing the share price back to historical levels but I can't put any weight behind my wish especially with the debt it carries and the rates.

The drop in revenue is huge with not much in sight for a recovery. Did XPP lose contracts, are customers turning to different suppliers? Is XPP technology becoming obsolete? Not much clarity here.. for me.

Barclays raises Unilever price target to 5,000 (4,600) pence - 'overweight'

Warren Buffet made a fortune on the back of BB programs.

https://www.youtube.com/watch?v=x1p6Pg_IqLM

Trading update tomorrow.

115p is ridiculous. I do believe that 14 year old kids are issuing broker forecast on behalf of banks. They are as good at tossing numbers around as a n y b o d y else.

The gap in the chart from 2 years ago is almost filled. What to expect next? HFG is in a better shape than 2 years ago, although rates are now higher than 2 years ago. Will the share price push to £12 in 2024?

What a disgrace to see good business being wiped out the public hands to end up owned by private equity firms. The employees are neglected the possibility of ownership and retail investors have less options for investing. All of this for a meagre 15% premium. Companies are not for sale, people managing companies are for sale, and on che cheap too.

I don't understand this either "When you look at the fundamentals of JD compared to Hibbett, the JD share price of £1.19 compared to $86.25 seems strange."