II Editor
29 Aug 2017
NEW ARTICLE: Is North Korea crash a buying opportunity? "Fears over North Korea's nuclear capability were re-ignited Tuesday as the rogue state fired a ballistic missile over Japan. It landed in the Pacific, less than 1,200 kilometres from the Japanese mainland, close enough to trigger a scramble into ..."[link]
elliottsilverman
10 Jun 2015
Morgan Stanley are buying the SKG hand over fist over the last couple of days... interesting...
elliottsilverman
06 May 2015
obviously whoever was poking around SKG has left the building with today's price plunge ... expect a story in the FT or similar in the next couple of days to say 'no deal' ...
dokp
13 Apr 2015
Re: Possible Takeover The hot money seems to have pushed the SP up 15% over the last few days. Takeover makes sense for International but when? Should I cash out now or wait? SP still doesn't look expensive compared to UPM
Misty Creamybib
13 Apr 2015
Possible Takeover [link]
elliottsilverman
10 Apr 2015
that would explain some of the recent ramp up in price then...speculation of possible bid for skg from Amcor: [link]
elliottsilverman
09 Apr 2015
@ johnmcclean - funny - I did the exact same thing as you with Glanbia - p/e just too high for me at a certain point but there you are. Offloaded half my SKG but thankfully kept 3k;s worth. It goes ex-div today so not surprising to see it come back a little but still seems to have momentum to go to 30+.
dokp
12 Feb 2015
Re: Smurfit Kappa Group Pretty good results, strong free cash flow has continued and they seem determined to avoid major acquistions which got them into trouble before. The SP has rocketed over the last few months along with other board makers presumably oil price has played a role. Am I alone in holding SKG.
elliottsilverman
26 Jan 2015
Not sure if the oil can explain the ca. 18% rise since start of Jan. Glad I (mostly) held the shares I had though...up over 200% on this over the last few years. Maybe positive news coming that has leaked as these are closely followed in Dublin and one of DAVY's darlings. To be fair, P/E was extremely generous for the last few years and DAVY have consistently been telling people that SKG was totally undervalued for such a well run/managed company with a strong market position and great cash generation. Holding some of these in the pension for the long haul too.
