Mondi Share Discussion Threads

[scepticalinvestor] 05/6/2023 11:23

Fwiwi added at 1250...happy to keep doing so - highly undervalued

[scepticalinvestor] 05/6/2023 11:19

Well a pittance is still far more than what mr mkt currently values it at...i doubt they would give it away - this is a saffer co after all, they love the ruskies and vice versa

[essentialinvestor] 05/6/2023 11:11

It's worth what Russian authorities say it's worth, they will very likely end up walking away with a pittance.

Why the market thought otherwise I can't understand and said the same from the original disposal announcement RNS.

[scepticalinvestor] 05/6/2023 10:47

Not exactly unexpected. Good to have an update at last

[contrarian joe] 02/6/2023 14:21

Getting a bit of a lift from Europe inflation numbers.
Some comparators below.

mndi skg ds smith

p/tb 1.42 3.73 2.6

p/fc ttm 8.0 15.6 5.2

ev/ebitda ttm 4.0 5.7 4.89

Earnings/y ttm 20 12 10.9

Roce (last year) 18 15.22 6.98

Roe (last year) 23.1 20.1 7.2

OP/M last year 19.12 11.23 6.09

[essentialinvestor] 31/5/2023 18:49

Added a few SKG today, are we at the start of a more significant market correction?,
may be.

[scepticalinvestor] 31/5/2023 07:44

Agree, SC is also looking like good value. Overall tho, imho, Mondi does offer the biggest, albeit somewhat hidden, value. Especially based on some kind of approval for russian assets. Atm PE is technically about 5 including these assets, or 9 if not

[essentialinvestor] 26/5/2023 13:26

SC, I added some SKG this week, hopefully some sector opportunities next week
on any further deals to debt ceiling talks.

[scepticalinvestor] 25/5/2023 14:39

Super weak ATM. Surprised of the lack of an update from the BOD

[scepticalinvestor] 17/5/2023 15:29

Whats causing the fall i wonder

[essentialinvestor] 12/5/2023 18:39

Mine rather smaller!.

Bought a small amount of IBST and DGE today, but the H2 outlook for equities is beginning to look more challenging.

[scepticalinvestor] 12/5/2023 16:04

Yes, all 3k of it

[essentialinvestor] 12/5/2023 15:15

Divi paid in to the account today.

[essentialinvestor] 10/5/2023 11:43

Will it be 'news'. Loosely speaking I suppose.

[scepticalinvestor] 10/5/2023 08:59

Sell off probably in anticipation of bad news tmrw / Fri perhaps?

[scepticalinvestor] 10/5/2023 08:57

2 more days'The agreement with Augment Investments Limited has a long stop date of 12 May 2023 after which either party can terminate the agreement without recourse.'

[scepticalinvestor] 10/5/2023 08:05

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 09:18

Take your point, added a small amount of SKG.

DS Smith I don't know well enough.

[scepticalinvestor] 04/5/2023 09:04

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 08:57

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 08:30

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 22:21

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 16:37

Update tmrw - shld know more abt the russian business too

[scepticalinvestor] 28/4/2023 09:20

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 22:24

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