Mondi Share Discussion Threads

[enami] 11/11/2021 17:58

Medium term Fib Target based on the first wave from October 12-15 = 1873 almost hit today
Next target 2.618 Fib at 1945.5

(CHART EDITED OUT)

[enami] 11/11/2021 13:56

Aye the 2063 targetin post 919 is still valid

Sorry I have lost the ability to post ADVFN charts when I decided to stop my Silver subscription. Maybe later I will do another chart, I can only see a chart for about 20 seconds before their system cuts my view. After the market is closed there is no limit on how long I can view but no ability to paste it here. I have to take a screenshot and paste a picture.

[justiceforthemany] 11/11/2021 10:00

above 200 day MA

[enami] 07/10/2021 07:43

Hopefully this Trading Update will stop the recent fall but you never can tell what the market will make of it.

[enami] 07/10/2021 07:39

Trading update: Strong Q3 performance

Underlying EBITDA for the third quarter was €388 million, up 27% compared to the prior year period (Q3 2020: €306 million) and 9% on a sequential basis (Q2 2021: €356 million).

[redips2] 27/9/2021 15:09

Thank you for the chart Enami

[enami] 25/8/2021 15:39

XD tomorrow.

Hopefully can continue climb to ATH by end of April.

WEEKLY CHART

[essentialinvestor] 05/8/2021 17:47

Mondi appear to have forgotten how to grow earnings, but today may
mark the earnings cycle low?.

[enami] 05/8/2021 11:29

free stock charts from uk.advfn.com

[enami] 05/8/2021 11:08

Results well accepted. Target from post 892 achieved. Next target ATH 2250.

The interim dividend for the year ending 31 December 2021 of 20.00 euro cents
per ordinary share will be paid on Thursday 30 September 2021 to those
shareholders on the register of Mondi plc on Friday 27 August 2021.

[thamestrader] 19/7/2021 15:07

Might be able to buy back in at under 1900 this afternoon.

If i want to

Big if.

[moorsie2] 19/4/2021 17:10

UBS upgraded a buy note to 2170

[thamestrader] 16/4/2021 08:34

Yep, it's had a good kick up the backside from somewhere.

[saltaire111] 15/4/2021 20:22

Looking very strong now.

Salty

[moorsie2] 01/4/2021 14:21

BRUSSELS, April 1, 2021 (PPI Europe) - Brown kraftliner set for further gains: Demand for brown kraftliner remained strong in March across Europe and the supply/demand situation deteriorated further in southern markets more exposed to US supplies, sources said. Prices held steady in Germany and France, with an expected Euro 50/tonne hike to come in April. Brown kraftliner imported from the US remained scarce, with prices rising for the sixth straight month in March, up an average of Euro 25/tonne, sources said. Europeans also hiked their prices by Euro 20-25/tonne in March, reaching a total increase of Euro 85-90/tonne in Italy and Euro 95-100/tonne in Spain since Q4 last year. Another Euro 50/tonne hike is slated for April and many sources expect it to go through in one go.
RCCM prices jump: The recycled containerboard (RCCM) market did not show any signs of slowing in March, with reports of strong demand but slightly more stable supply across Europe, sources said. As RCCM suppliers tried to catch up on soaring paper for recycling costs, prices rose by Euro 30/tonne in Germany and Euro 20/tonne in France, amounting to cumulative hikes of Euro 140/tonne and Euro 150/tonne, respectively, since Q4. A further Euro 50/tonne increase is slated for April. In the UK, prices rose by £50/tonne in February/March and another £50/tonne hike is expected in April. In Spain, testliner prices rose by Euro 50/tonne as of mid-March, while they grew by Euro 20-30/tonne in Italy, reaching a total increase of Euro 160/tonne and 90-110/tonne, respectively, since Q4. White-top testliner prices went up by a total of Euro 50/tonne over February and March in Germany and France, and by Euro 25-30/tonne in Italy and Spain over the same period.

[moorsie2] 30/3/2021 16:35

will be back to 21 plus by end of Q2 - 3 months time

Bumper year in paper and packaging

[thamestrader] 26/3/2021 14:14

briefly touched 1900p

[moorsie2] 27/2/2021 16:46

EI - the numbers are clear. Mondi make more margin percentage than SKG in paper packaging. SKG has more scale in this sector as in 2006 Smurfit and Kappa came together to create the market leader.

Smds and mndi coming together is an essential step but I do not think the ego of the smds management will endorse it

[essentialinvestor] 26/2/2021 13:02

Savage reaction.


Moorsie, SKG are growing earnings though and quickly

unless I've misread their recent results?.

[moorsie2] 26/2/2021 10:36

Fortune favours the brave... go big or go home :)

[energeticbacker] 26/2/2021 10:07

Investor's Champion comments: Perhaps a bigger worry is that a major acquisition could prove challenging to digest. We're not entirely convinced by the case for a combination with DS Smith. Whereas BAE Systems' acquisitions last year were little more than bolt-ons, DS Smith is of comparable size to Mondi. Combining the two would be a greater challenge, with more scope for value destruction.

[moorsie2] 25/2/2021 17:40

EI - depends what you compare....

Look at the segmented p&l in Mondi. Their returns on corrugated packaging is much higher than SKG. Their total results are diluted by fine paper division mostly.

The main reason tbeir packaging returns are better than SKG is because they are more mill than conversion and more superior mills too than SKG. They need more downstream conversion assets hence why SMDS is attractive to them