Mondi Share Discussion Threads

[enami] 01/8/2018 11:09

Aye hopefully results will be good. Chart target at 2262 if they are so, or maybe back to 2000 if the market reacts badly. Previous ATH at 2146 within reach


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[floridamassive] 30/7/2018 22:55

Half year results on 3rd Aug.... Perfect time to snap these before they fly up to £22+ in few days time after the half year results and interim divi announcement :).

[enami] 07/6/2018 09:22

SP matching the previous ATH from October at the open.

[enami] 06/6/2018 13:07

Interesting, International Paper drop their bid for Smurfit Kappa.



International Paper will not make an offer for the Irish packaging firm, citing a "lack of engagement by Smurfit Kappa's board of directors and management".

International Paper first made an offer in February to acquire Smurfit Kappa, which was rejected, and a revised offer in March priced at a total of EUR8.89 billion, which was again turned down on the ground that International Paper's US-listed shares represented uncertain value.

Quote from Irish Times 3 June "However, City sources have speculated that a rival bid could be in the pipeline, as City A.M. understands that FTSE 100-listed Mondi has also appointed bankers to explore further deals"

[mattcookson] 17/5/2018 19:19

Director/PDMR BUY!! - 16/05

Sponsor in South Africa: UBS South Africa (Pty) Ltd 1 Details of the person discharging managerial responsibilities ("PDMR") (or their person closely associated ("PCA")) / restricted person a) Name Cheryl Young 2 Reason for the notification a) Position/status Person closely associated to Stephen Young, a non-executive director
b) Initial notification / Amendment Initial notification 3 Details of the issuer, emission allowance market participant, auction platform, auctioneer or auction monitor a) Name Mondi plc b) LEI 213800LOZA69QFDC9N34 4 Details of the transaction(s): section to be repeated for (i) each type of instrument; (ii) each type of transaction; (iii) each date; and (iv) each place where transactions have been conducted a) Description of the financial instrument, type of instrument Identification code Ordinary shares of €0.20 each GB00B1CRLC47 b) Nature of the transaction Acquisition of shares c) Price(s) and volume(s) Price(s) Volume(s) £20.72 2,026 d) Aggregated information - Aggregated volume - Price 2,026 £20.72 e) Date of transaction 2018-05-16 (f) Place of the transaction London Stock Exchange XLON

[saltaire111] 16/5/2018 18:02

I think Enami’s chart looks eminently achievable after today’s update.

Great investment this one. And big fat Divi on the way next week.

I’m reinvesting mine. The management are great.

Salty.

[foot in mouth] 16/5/2018 12:02

Lovely rise thus far on the back of a positive update.

[enami] 16/5/2018 08:50

Aye, good market reaction.

Huge dividend gap closed today and chart target reaffirmed at 2101 to 2145 (the previous ATH). Dividend pay next week 25 may and results 3 August.


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[saltaire111] 16/5/2018 08:18

Really positive update. We knew about the impact of the maintenance programme and that was priced in. It’s the outlook statement at the end of the announcement that is the most encouraging part. I expected them to be more cautious so they must see enough in current trading to be so bullish:

Our outlook for the business remains positive. We continue to experience a strong pricing environment in a number of our key product segments, supported by good demand growth, although we do continue to see inflationary cost pressures across the Group and currencies are currently a headwind. With our robust business model, clear customer focus and culture of driving performance, we remain confident of sustaining our track record of delivering value accretive growth.

Salty

[enami] 16/5/2018 07:28

Trading Update looks OK to me at first read through.

What the market will make of it I do not know.

[saltaire111] 09/5/2018 09:45

Just struggling to get through £20.00. Should get there today.

Salty

[enami] 08/5/2018 15:33

it is confirmed that sterling dividend payments will be
converted at a rate of EUR 1 to GBP 0.88004. Therefore, the equivalent final
ordinary dividend in pence per ordinary share will be 37.75372 and the
equivalent special dividend in pence per ordinary share will be 88.004.


TOTAL 125.75772 PENCE

[mattcookson] 03/5/2018 10:36

Great opportunity to pick up this beauty up on the dip today and before the upcoming trading update on the 16th May. This will easily smash the 2050p mark again next week. Solid BUY!!

[enami] 03/5/2018 08:11

Opened down 5.8% at 1919.5 after an extended auction due to the large dividend.

During the opening auction, the opening price UT (Uncrossing Trade) is continuously calculated. If the opening UT price will be more than 5% different than the previous day’s close then the opening auction is extended by 5 minutes.

Dividend pay day 25 may

[saltaire111] 02/5/2018 21:03

So tomorrow’s pay day. Will the special Divi drop straight off the share price in the morning?

[enami] 16/4/2018 07:57

It's in the header
142.9 euro cents
Pay 25 May. Approx 123.7p (@ 0.865576 XR)
The exchange rate for this payment will be set on 8 May 2018.

[leonidas] 15/4/2018 14:25

what is the total divi payment for the 3/5?

[fenners66] 03/4/2018 16:23

That is a special dividend and when its gone its gone - no reason for the share price to come back for it.

[mattcookson] 21/3/2018 06:42

MNDI goes ex divi on 3/5, 126p divI, that combined with an interim divi of 20p means this hidden gem is currently yielding over 7.5% per year. What a beauty, it’s hard to find solid businesses like MNDI with good divi yield of over 7.5% in the current climate. share price will do well over the coming weeks/months. SOLID BUY!!

[enami] 06/3/2018 14:55

Yes fenners SKG up 20 percent.

[fenners66] 06/3/2018 14:28

I take it smurffit is BLUE today ?

[enami] 06/3/2018 11:04

Did a shorter term price target price based on the low to high of February (Wave 1 of 3 of 5??)

Fib target 1.618 = 2099 just below the ATH of 2145 before the "Profit warning" in October.


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[enami] 06/3/2018 08:42

Thanks nick. The start of industry consolidation?

Maybe International Paper Company will look at Mondi if the Smurfitt Kappa unsolicited bid is unsuccessful.

Looks like the market nailed on 20% to SKG initially. I do not follow the company (I thought the built houses or roads LOL)

[nick54] 06/3/2018 08:28

Takeover proposal at smurfitt enami

[enami] 06/3/2018 08:23

Another 5% ahead this morning as I type and no further news to support the rise.

A couple of broker notes, Credit Suisse upgrades to outperform

Jefferies International Reiterates Buy target unchanged at 2,300
Credit Suisse Upgrades to Outperform Target increased from 2,220 to 2,345

Yesterday

Goldman Sachs Buy Target 2,200.00 Reiterates
Deutsche Bank Buy Target 2,300.00 Reiterates
Citigroup Buy Target 2,450.00 Retains