Mondi Share Discussion Threads

[scepticalinvestor] 09/3/2023 10:33

Added at 1367

[essentialinvestor] 07/3/2023 16:10

Added a small amount.

[essentialinvestor] 24/2/2023 13:04

Justice, I'm referring to a bid possibility over the next 3-4 years.

Somtimes these never happen, SN. and KGF
have both looked prime takeover targets for the past 3 decades.

[justiceforthemany] 23/2/2023 23:02

Can't see a takeover with the Russian mess ongoing. Once sorted perhaps. Covid lows were in the 1200's.

[essentialinvestor] 23/2/2023 18:55

justice, £18 plus on the share price within 4 years
realistic I reckon. Where it goes in the meantime.. - the market sees the year just ended as near peak cycle, with lower earnings ahead for the next 2 years, however worth saying forecasts in this sector can change very quickly, in either direction. Longer term the sector always bounces back and a bid would not be a surprise at some point.

Quality company if you can live with the share price volatility.

[justiceforthemany] 23/2/2023 16:37

Yes cheap on P/E terms circa 9 and historic chart. Does the balance sheet include the Russian assets?
(Could they decide against the sale if no monies are forthcoming? The plants are still operating as normal and not every company has written off Russian assets).

[scepticalinvestor] 23/2/2023 15:59

Apologies did not mean to call you an imbecile. And yes mkt is forward looking but pe ttm is ridiculously low

[essentialinvestor] 23/2/2023 15:19

Market looking forwards, not backwards as you are.
That being said, £13.70 may be a decent longer term buy price.

[scepticalinvestor] 23/2/2023 14:18

It doesnt matter you imbecile. They made 1billion plus profit excluding russia in 2022.You are barking up the wrong tree ly old chum

[essentialinvestor] 23/2/2023 12:46

Where's the cash from the Russian business sale..?


Will they see a penny of that I wonder.

[enami] 23/2/2023 12:34

A proposed final dividend for the year ended 31 December 2022 of 48.33 euro
cents per ordinary share will be paid on Friday 12 May 2023 to those
shareholders on the register of Mondi plc on Friday 31 March 2023.

[scepticalinvestor] 23/2/2023 11:25

Reckon it will close above 1420 today

[scepticalinvestor] 23/2/2023 11:13

Added 3000 shares at under 1370 this am

[scepticalinvestor] 23/2/2023 09:40

Nah Mondi always crashes on results - always sell day before and buy back in the am.

[justiceforthemany] 23/2/2023 09:34

All about Russia
Lots of unknowns

[t-trader] 23/2/2023 09:10

Bit of an overreaction by the looks of it……decided to take a position

[scepticalinvestor] 23/2/2023 08:06

Loads of stops triggered i assume

[scepticalinvestor] 23/2/2023 08:05

Slight overkill one would think

[scepticalinvestor] 15/2/2023 08:19

Mondi severely underperforming the mkt and sector. Probably a great time to short this dog

[scepticalinvestor] 08/2/2023 07:49

Decent results from SKF will read across here today

[scepticalinvestor] 06/12/2022 08:20

Credit suisse downgrade and this tanks? CS are a bargepole outfit

[acsatix] 20/10/2022 10:20

they should certainly write it off! it should be written in TAX law you cannot hold value of any Russian asset now above zero... unless we make peace with them :).

I can see the write off could come with some tax benefits?

[essentialinvestor] 14/10/2022 10:50

Thames, that's the point I've made on money from the Russian sale..

Perhaps the market belatedly waking up to this.


NADA likely? imv

Added a few on Wednesday.

[thamestrader] 14/10/2022 10:34

Nice trading update - so why is it the only red in my portfolio today?

But surely they don't really expect to receive the monies for their Russian operations? (Maybe I've answered my own question there).

I think they should probably write it off, and in the unlikely event they do actually get it, they should give it all to me by way of a special dividend.