Mondi Share Discussion Threads

[justiceforthemany] 03/8/2023 06:40

SKG results far better.

[scepticalinvestor] 02/8/2023 11:33

Thankfully i am up a measly 8% after adding substantially below 1210 but considering turfing this total bargepole

[scepticalinvestor] 02/8/2023 11:08

Have to say will be dumping this SAFFA trash as soon as it hits 1400

[scepticalinvestor] 02/8/2023 11:06

SKG up 27% now from year low; MNDI up. . . Wait for it - a WHOLE 13% LOL

[scepticalinvestor] 02/8/2023 11:05

Incredible SKG up 27% from its low; MNDI up only 13%.This incompetent BOD needs to be voted out

[scepticalinvestor] 02/8/2023 07:53

MNDI getting hit worse than SF oddly.

[scepticalinvestor] 02/8/2023 06:47

Smurfitt numbers poorer than expected

[essentialinvestor] 18/7/2023 18:46

SC, I replied on the SKG board.

[scepticalinvestor] 18/7/2023 14:54

Ah good ratio. Investing elsewhere?

[essentialinvestor] 18/7/2023 14:04

I sell a maximum of 30% of a core holding and that sale was well under 10%.

[scepticalinvestor] 18/7/2023 14:01

Why did u sell? Multi year lows atm. . .i am looking to sell at min 1600

[essentialinvestor] 18/7/2023 13:35

I've just sold a few MNDI and a few more SKG this morning over 28.90.

Longer term a decent hold as most won't want the added faffing about selling
and buying.

[scepticalinvestor] 18/7/2023 10:35

At last, havent seen 1300 for 3 months

[dexdringle] 17/7/2023 11:59

It's only fair though. In the UK we confiscated Russian assets when they had instigated sanctions against us following our illegal invasion of Iraq.....

[essentialinvestor] 17/7/2023 11:20

...and that's news?? - made the same point for the last 12 months plus.

[justiceforthemany] 17/7/2023 11:14

Look what Putin has just done to Carlsberg and Danone. Mondi's Russian assets are now worth zero.

[essentialinvestor] 13/7/2023 11:15

1 GBP off recent lows and for now at least back in the former trading zone,
as with SKG, the Mondi share price is batted around on risk on/off sentiment.

[purplepelmets] 22/6/2023 02:49

SI, what would you have them do? It's hardly a major drop requiring a no reason for..RNS

[essentialinvestor] 16/6/2023 14:57

Telegraph ran an article yesterday on Putin clamping down on Western companies
disposing of their Russian businesses.


SC, this is not just Mondi, European pulp prices are plunging, it's sector wide
and in fact Mondi sells on a higher rating than SKG - is you account for Mondi's
lower gearing the rating is about the same.

SMDS update next week, so an important current sector read coming up.

[scepticalinvestor] 13/6/2023 15:53

Looks like the 1100s are on the way. Appalling response by mngment

[essentialinvestor] 10/6/2023 14:13

Sector fall during the week on concerns around recession developing in some Eurozone countries, both MNDI and SKG with very large Europe exposure.

[scepticalinvestor] 09/6/2023 13:54

Well couldnt resist a few 100 more at 1245Have all the time in the world

[essentialinvestor] 09/6/2023 10:21

Exactly, this is the point I've made, how could they have repatriated significant
funds from Russia, if the transaction had completed. It was not going to complete
in any case, even my cat Gump knew that one.

The market has misread this, either by design or lack of understanding.

[thamestrader] 09/6/2023 07:59

Justice, do MNDI even get to keep/extract the profits from the Russian business? I don't know how easy it is to move money in/out of Russia right now.

[scepticalinvestor] 09/6/2023 07:30

May do so above 1300. Will add more if it drops below 1200.