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Share Name Share Symbol Market Type Share ISIN Share Description
Mondi Plc LSE:MNDI London Ordinary Share GB00B1CRLC47 ORD EUR 0.20
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -9.00 -0.56% 1,584.50 1,584.00 1,585.00 1,589.00 1,562.50 1,562.50 67,603 09:25:08
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Forestry & Paper 6,150.5 933.4 141.8 10.4 5,819

Mondi Share Discussion Threads

Showing 826 to 848 of 900 messages
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
DateSubjectAuthorDiscuss
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.
thamestrader
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.
84stewart
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
moorsie2
05/11/2019
06:53
Onwards and upwards now?
knighty0001
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..
moorsie2
30/10/2019
16:36
SKG outperformance operationally atm.
essentialinvestor
29/10/2019
15:18
SCA and SKG quarterlies out tomorrow... Will have an impact here for sure but goodness knows in which direction!
moorsie2
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.
contrarian joe
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.
essentialinvestor
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.
contrarian joe
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.
essentialinvestor
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.
contrarian joe
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.
moorsie2
17/10/2019
17:23
Had a look at some of their earnings statements over the years. Since 2007 FY (so cyclical peak pre financial crisis) Mondi have more than trebled their EPS and more than doubled ROCE. Dividend also up over 3x. Pretty impressive management of their business.
essentialinvestor
17/10/2019
14:42
Anything around today's levels will prove good returns in 12 months. Market always over reacts to this type of news
moorsie2
17/10/2019
14:31
Added a very small amount.
essentialinvestor
17/10/2019
14:24
Might revist the recent trading update morning low @ around 14.84.
essentialinvestor
17/10/2019
11:31
Appreciate the reply, hold a small amount.
essentialinvestor
17/10/2019
11:08
Hi EI - we are definitely past peak earnings in the cycle but a lot of this is already baked into the prices. Further linerboard falls announced today will hit sps in the very short term but in the medium term I believe the leaders of these companies will plot good paths to future high profitability. That's why I am dipping back in now
moorsie2
17/10/2019
10:41
Moorsie, I thought your view was we were past peak cycle earnings for the sector and it was time for some caution ? - have you now changed your view..
essentialinvestor
Chat Pages: 36  35  34  33  32  31  30  29  28  27  26  25  Older
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