Mondi Share Discussion Threads

[investing2retire] 13/10/2020 09:08

I noticed some big buys in the auction around 4.35.i bought more yesterday at 1670p. whats the consensus.will this hit 1800 soon and packaging is in demand right now?

[enami] 02/10/2020 09:09

Still going well, had a profit slice here as slightly overbought.

Next upside target... 1.618 Fib 1759.5, Dec 2019 high 1794.
50 MA crossed 200MA but not a true golden cross as 200 MA falling
Quite a large gap back at 1561


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Chart updated at close.

[moorsie2] 29/9/2020 18:00

even better price increase in kraftliner!

[thamestrader] 29/9/2020 16:28

lovely divi, thanks Mondi!

[enami] 28/9/2020 14:55

Dividend pay day tomorrow.

Trading Update due 15 October

[thamestrader] 21/9/2020 15:26

Sold a clump of these on Friday, trying very hard not to buy them back now.

[enami] 16/9/2020 12:34

Going well... dividend gap closed and Fib target 1632.5


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[sbs] 12/9/2020 12:35

In the world of the blind, the one eyed man is king.Plus all those deliveries need packaging!

[essentialinvestor] 28/8/2020 16:25

Back in today, small amount.

As this is not a trading board and most will be more interested in a longer
term investment, will only post in future on company or sector specific news.

[essentialinvestor] 25/8/2020 09:07

Closed off my recent trade this morning, luck to those holding.

[essentialinvestor] 20/8/2020 10:25

Read through the transcript of the HI earnings call and there is a lot to like.
Remains to be seen if economic growth takes another hit with
coming job losses. There are mega secular trends for the sector (plastic substitution, e-commerce etc) which may be mitigating current cyclical weakness, at least to a degree.

[thamestrader] 20/8/2020 10:19

I was hoping for less than 1450, but i guess i'll be disappointed.

[fuji99] 20/8/2020 10:00

A good opportunity to top up !

[essentialinvestor] 20/8/2020 09:47

Had a few @ 14.56

[10576190] 17/8/2020 21:20

Well this is unexpected, thought it was cancelled!

Thank you.

[enami] 17/8/2020 12:01

Looking good... XD Thursday about 45p.
June high 1595.5 target


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[essentialinvestor] 11/8/2020 16:57

Appreciate the view. Economic activity slowed incredibly sharply over the last

3-5 months, much of the world is in a technical recession. So there is something

greater at play here - mega structural trend of e-commerce, companies looking

for sustainable packaging options and perhaps also the larger, more efficient

sector companies taking market share. Thats my best guessestimate fwiw.

[fuji99] 10/8/2020 16:11

EssentialInvestor: I think one of the reasons is the greater consumption during the pandemic lock-down all over the world. Increase in consumption will result in demand for packaging. In addition, if the demand is high, margins will go up - Thus why they are highly profitable. This was flagged up by the likes of Amazon and most of on-line retailers (Asos, Bohoo ...). Whereas during a recession, people cannot spend if they have lost their job. Industries will in turn downsize as demand is lower. When demand for goods diminish everywhere, it directly hits packaging firms. I hope this has a bit of sens.

[essentialinvestor] 09/8/2020 13:41

I had expected the packaging sector to be hit for 6 during the next downturn,
(as in 2008) but even with lower probability, the main sector players are
remain highly profitable.

Can anyone explain the difference between this and the last downturn in terms
of why the sector is being hit far less hard? - at least so far.

[cordwainer] 06/8/2020 23:51

Glad I topped up last Thursday. Seems my 'hunch' about the dividends was right but happened sooner than I expected. After all, I knew the suspension was only precautionary and fundamentals are solid enough. I view this stock as defensive income rather than growth but there could be some continued rerating near term.

[scepticalinvestor] 06/8/2020 09:19

So both the withheld and interim divi will be paidGood enough reason to buy in this am