Mondi Share Discussion Threads

[scepticalinvestor] 06/4/2023 11:28

Anyone selling now would be extremely foolish imo

[essentialinvestor] 06/4/2023 10:34

SC, if you are convinced low 12's are on the cards you can always sell and attempt to buy back lower, particularly now as XD.

Providing you want to buy back. I would tend to view Mondi on a 3 year hold view fwiw.

[essentialinvestor] 06/4/2023 09:52

Mondi's Russian business is much larger.

I've mentioned a number of times what the likely outcome may be, so won't repeat that again.

[scepticalinvestor] 06/4/2023 08:31

Either way they only have a month before deal cut off date - shld be an update soon imo

[scepticalinvestor] 06/4/2023 08:00

Market beginning to doubt the competence of the BOD - kappa ditched their russian ops over a month ago, Mondi still dithering

[scepticalinvestor] 05/4/2023 07:48

Shorts very much in charge here...could very well drop down to the low 12s

[contrarian joe] 30/3/2023 14:31

Ditto,tempted to increase myself.Might have an opportunity 1220 for a top up.
Now yielding 4.7%,ftse100 3.6%,3.26% x today.

[essentialinvestor] 30/3/2023 11:06

Forgot about the XD and could have added near the open, oh well, hopefully another opportunity.

[scepticalinvestor] 30/3/2023 09:10

Not bad for 3.5% divi value

[scepticalinvestor] 29/3/2023 07:20

Amazingly still below 1300p. Appears to have been marked down by another broker

[essentialinvestor] 23/3/2023 11:45

* they have a break clause if deal completion does not happen before a certain date.

It would not surprise me if Mondi end up walking away with little to nothing for the business, that's been my view since the original announcement, as previously posted.

At this stage the market just wants the uncertainty removed, any disposal proceeds are arguably secondary, particularly with the share price near current levels. The current share price level does not factor in some bumper pay day ahead.

[scepticalinvestor] 23/3/2023 10:15

Wonder when they will update re the russian situ

[essentialinvestor] 20/3/2023 15:12

Twas due a better day!.

[scepticalinvestor] 20/3/2023 09:30

Now arguable the most undervalued FTSE100 constituent. Couldnt resist another small amt at 1250, not least for the divi.

[scepticalinvestor] 16/3/2023 09:28

Finaly top up at 1286Wow absolute bargain now

[scepticalinvestor] 14/3/2023 08:47

Also added this am at 1310Happy to hold

[contrarian joe] 13/3/2023 22:12

Wise decision on the time frame,collect the divi's,nibble as they fall.
Prepare for a lot of sector rotation around interest rates expectations.

[essentialinvestor] 13/3/2023 12:52

Added this morning on a 3 year plus view.

Stunning change in wider equity markets within a few days.

[scepticalinvestor] 10/3/2023 16:20

And another load at 1328Give it 3months and will be back to 1600

[essentialinvestor] 10/3/2023 15:09

Guy, there's an exceptional profit on disposal in the results just gone,
so underlying EPS gives a clearer picture.

On current consensus estimates (which can rapidly change) FY EPS in the year ahead
is somewhere around 7% below FY 2021.

The packaging sector usually gets whacked during recessions because of the cyclical
element, but this downturn has been mild to this point.

Best time to buy a cyclical is when news flow is dire, which usually corresponds to the
most difficult time to buy!.

[scepticalinvestor] 10/3/2023 14:37

Lol local genious...NOT

[guy gibson] 10/3/2023 13:16

Revenue and Pre-tax on the decline. This is uninvestable.

[guy gibson] 10/3/2023 13:12

This is in Stage 4 decline. Expect prices to stabilize around 450-500p.