Member Info for Uncle_Doug

Trading Update

Chief Executive Nick Hampton said it was a "resilient performance in challenging market conditions".

Probably oversold and good value at current SP

(IMHO DYOR)

Nice bit of blatant ramping there. Sorry for your loss DTN. The results are disastrous. Everything down except debt. As I said a long while back 5% wiped off on results day and 350 incoming. However given the results are far worse than I expected 350 is a tad optimistic.

I think there would be good synergies and savings to be made in the merger and I think both companies are undervalued at the moment. When inflation and interest rates come down both could rerate upwards. I also think MNDI need SMDS more than SMDS need MNDI. Anyway, I'm really not bothered if the merger goes ahead or not. If MNDI do put in an offer (or equivalent) it would probably (to avoid time wasting) have to be ~375p at which point I'd expect SMDS to reject it and the SP to close that gap to 375p. Then MNDI might come back with a more reasonable 400p deal which maybe worth considering. Either way should be good for the SP here at SMDS and may attract other predators to have a sniff. If all comes to nothing then SP may fall back to undervalued territory again but I still think SMDS has good prospects backed up by a juicy dividend. With more and more high street closures , which seems likely to continue, there is more and more scope for increased demand in packaging solutions. All IMHO and DYOR.

Well, what a disastrous start to the year. Results tomorrow for a further plunge down. 350p incoming fast.

Yeah yeah usual blah blah blah

buybacks are a right PITA at least add a penny to the divvi you tightwads.

"strategy update", "structural shake-up" = something went wrong and we haven't got a clue what to do

Seems they can't make money for their shareholders when interest rates are low nor when they're high

Average SP was ~252p in 2015 - can't see it getting back there for a very long time, if ever

Doing well - up 26% in just over a year. USA still looking very positive.

Dividend will be cut and at least 5% wiped off SP

Another decent rise today and good volume again. Green shoots and all that. Maybe due a nice little turnaround here?

SP been on a dip this year but overall trend is up last 6 months. Recent range is 750 to 910 and lately towards the mid/lower part of the range. Up 2% today despite recession announced and anyway results tomorrow. We'll see. I reckon as rates and inflation fall this year and the economy improves it will be a good year in the end for SGRO. Might be a few bumps along the road but by end of year should be OK.

Four months since last post and DORE looks oversold and maybe even cheap. Maybe a good entry price.

In 3 years (since 2021) the gap between this FJV Investment Trust and an ETF tracking the Nikkei is 32%. A tracker is up 16% while FJV is down around 16%. Shockingly bad performance from FJV. Makes you wonder what stocks they're selecting to have done so spectacularly awful. As I said a year ago - don't be fooled.

Never thought my Watchlist would show BOO as the highest riser and GLEN the biggest faller but it happened today.

Gas price is down 30% since last year so that hasn't helped. Political parties watering down their green energy investment hasn't helped either. SP down 16% in last month.

LOL. Spare change for these guys! The amount invested so miserly it's hit the SP down even more. Absolute incompetence from the BOD here. The only question is where and when will the bottom be found.

My target price (as I said before) for a buy is 350p. Should get there in 3 months or maybe even sooner the way it's plunging nowadays.

Bought in @515p.

Not me getting posts removed - some of mine deleted today on BOO board. DayTroll is the prime suspect.

I wonder if this one will stay?

Hmm, wondered why my portfolio suddenly shot up in value. Perky little bid from Mondi eh?

Ha ha RNS says a "highly preliminary expression of interest". This means it's not enough.

Guess I'd accept 400p.

SP back to levels not seen since October 2023 so markets seem to like TU for Q4. Wait and see how the dust settles over next few weeks but promising update IMHO.

Solid Keeper to buy on dips