Mondi Share Discussion Threads

[enami] 13/2/2020 14:42

Results due 27 Feb.

Last year we had a Trading Update 2 weeks before the results. Maybe we get one tomorrow?

[redips2] 11/2/2020 13:28

Getting close to that £17

[cordwainer] 05/2/2020 20:52

similar jump over at DS Smith

[dab26] 05/2/2020 10:59

The results from Smurfit Kappa perhaps...?

[purplepelmets] 05/2/2020 10:41

cant see any RNS, wonder what caused a near 5% jump in Mondi this morning?

[cordwainer] 16/1/2020 12:28

www.packagingnews.co.uk/top-story/200-jobs-risk-mondi-plans-factory-closures-13-01-2020

www.deeside.com/minister-urged-to-help-safeguard-over-160-jobs-under-threat-at-deeside-packaging-firm-mondi/

[thamestrader] 15/1/2020 14:12

Hmmmm. 1600 may just be another number, but I can't help feeling that if/when it falls through, 1500 might follow quite quickly.

[84stewart] 15/1/2020 10:54

The markets don't see this as t/o situation, Peter Oswald has not wasted time in getting a new position is it a company in competition with MONDI.

[moorsie2] 15/1/2020 08:40

This stock is now massively in play for the industry to consolidate..

I cannot see it remaining independent by the end of 2020. Take out price would also be above 2200 in my evaluation. DYOR of course

[moorsie2] 22/12/2019 08:31

New Morgan Stanley note published last Thursday put a price target of 2025 and a buy recommendation...

[moorsie2] 05/11/2019 08:05

Cyclicals seemed to turn late last week. Markets pricing in the bottom of the cycle and first to reward oversold companies

[knighty0001] 05/11/2019 06:53

Onwards and upwards now?

[moorsie2] 30/10/2019 19:20

Great results by SKG, clearly benefiting from significant down stream integration.

Paper long companies are out of favour at the moment..

[essentialinvestor] 30/10/2019 16:36

SKG outperformance operationally atm.

[moorsie2] 29/10/2019 15:18

SCA and SKG quarterlies out tomorrow...

Will have an impact here for sure but goodness knows in which direction!

[contrarian joe] 21/10/2019 11:18

Agree EI,can do well on bounces, the trend is still down,am waiting for lower prices myself,"might be trying to be to clever",sentiment still poor so markets maybe factoring in to much bad news,wan't to own a good bit of both further out,both quality outfits,luck with your trades.

[essentialinvestor] 21/10/2019 10:30

Joe, Boy is highly volatile.
The CFO's other half bought 30,000 shares at £7.01 a few weeks back.
Longer term it looks a very interesting company to me fwiw,
however it takes a pounding on risk off sentiment days.
Rate the current CEO, however it's a highly cyclical business when all is
said and done.

[contrarian joe] 21/10/2019 09:54

Ok EI,just wanted to put it out there,am aware that your aware should of not highlighted with your EI,luck with Boy,been on my watchlist for 12months,was tempted myself at their lows for a trade.

[essentialinvestor] 21/10/2019 07:51

Hopefully back over £16 soon.

[essentialinvestor] 18/10/2019 12:20

Joe, yes and well aware of how cyclical the sector is.

Yesterday's post was just to highlight the previous peak cycle earnings
and compare those to the latest FY numbers, to guage how the business
has progressed.

I'm not making a strong buy case for Mondi currently,
hold a small amount and when buying something usually mention it
on a stock BB.

In a nutshell, my view is if recession strikes in 2020/21 the sector is expensive
rather than cheap. However, if instead this is a rerun of a 2015/16 slowdown, then
sector prices are more interesting.

I've also bought and traded some Bodycote this week, also highly cyclical.

[contrarian joe] 17/10/2019 19:47

EI,they cut the divi by 64% in the last recession,pofits more than halved leading to a 65/70% share price fall,roce as you alluded to was around 8% which have doubled to today's 17% "a quality outfit no doubt".They bottomed out on a p/e of 6.9 & climbed the recovery on a p/e of 27,it remains to be seen if & how deep & how long the next one is.

[moorsie2] 17/10/2019 17:49

Exactly. I feel that the share price at the moment is overly punishing them for a cycle that they have always managed superbly.