Mondi Share Discussion Threads

[scepticalinvestor] 10/5/2023 07:05

Incredible how the share price is being constantly decimated recently - no short interest of note yet still at 10 year lows

[essentialinvestor] 04/5/2023 08:18

Take your point, added a small amount of SKG.

DS Smith I don't know well enough.

[scepticalinvestor] 04/5/2023 08:04

The SKG numbers / update was very similar, it was just dressed up with a lot fluff by the CEO.The Mondi CEO seems to under promise and over deliver

[scepticalinvestor] 04/5/2023 07:57

Q1 2023 371m EBIT share price 1270pQ1 2021 275m EBIT share price 1810pNo wonder the mkt response has been somewhat positive

[essentialinvestor] 04/5/2023 07:30

Added a small amount.

SKG sounding more confident and with a better Q result. Case for holding both stocks, 1% stamp duty when buying SKG.

[essentialinvestor] 03/5/2023 21:21

Thought it was tomorrow, thanks for the reminder as usually see these announcements late the same day.

Would be surprised if there is good news on the Russia disposal, but let's see.

[scepticalinvestor] 03/5/2023 15:37

Update tmrw - shld know more abt the russian business too

[scepticalinvestor] 28/4/2023 08:20

Signs of rebound are all here now but incredible how this is being held down. Looks like we will see sub 1200p but then perhaps very fast rebound imo

[scepticalinvestor] 27/4/2023 21:24

So far ytd - SMDS +17%; MONDI -16%No brainer the value here

[essentialinvestor] 27/4/2023 17:24

SKG tomorrow, so may be some fat moves.

[scepticalinvestor] 27/4/2023 15:47

Mkt now pricing this as a huge miss in earnings - added again in the 1240s today. To good to resist

[scepticalinvestor] 27/4/2023 08:14

Agree, at best the disposal will achieve half of the previously agreed number.But at this mkt cap, this worst possible news has already been priced in imo

[essentialinvestor] 27/4/2023 08:05

Q update next week.

Key will be any change to FY guidance
and update on the Russia business disposal,
on which I would not expect good news.

[scepticalinvestor] 26/4/2023 16:27

Hahaha dont know if was the lowest but as i said anything at these levels is a no brainer

[essentialinvestor] 26/4/2023 13:07

How on earth do you keep getting the lowest price of the day.

[scepticalinvestor] 26/4/2023 07:58

Added at 1239This just keeps getting lower

[essentialinvestor] 20/4/2023 16:50

Missed this morning's price, again!,
because it's a longer term hold I don't
check daily. Hopefully another opportunity.

[scepticalinvestor] 20/4/2023 13:18

The mkt has over reacted - unf the outlook given recently was extremely conservative so at 1500 the downturn was already priced in. I have been buying on every dip below 1280

[essentialinvestor] 20/4/2023 12:35

I suggested when the deal was announced the outcome may be zilch, the market has been slow in factoring this in. Not sure why, or why the share price jumped initially on the news - how exactly was Mondi supposed to repatriate any funds given sanctions, even in the event of getting some money for the business.

[scepticalinvestor] 20/4/2023 08:48

Well i think this was taken as given

[clinton baptiste] 20/4/2023 08:28

Cashing Out of Russia Will Come With New Tax on Foreign Business
Foreign firms exiting Russia won’t be exempt from windfall tax



Russian ops = Zilch

[scepticalinvestor] 20/4/2023 07:20

Ah its due to reduced forecast from Finnish competitors

[scepticalinvestor] 20/4/2023 07:08

Apart from the strength of the GBP, any for the fall this am?

[scepticalinvestor] 18/4/2023 15:40

The CEO needs to go

[justiceforthemany] 06/4/2023 19:46

So do we think the market has priced in a write off of the Russian business yet?