Mondi Share Discussion Threads

[ajbird] 04/10/2023 11:37

Is that about £1.40 per share?

[essentialinvestor] 03/10/2023 14:02

* very good point.

And why would it need to be paid in installments to begin with, eh - perhaps I'm being too cynical. Added to that, if they do get some payments, how is any cash repatriated.

I've switched fully to SKG as of this afternoon.

[ajbird] 02/10/2023 07:06

First payment was due by the end of September. Will we know if it has been made?

[justiceforthemany] 18/9/2023 12:10

& how are they going to get the money out?

[scepticalinvestor] 18/9/2023 07:10

Far lower than the previous offer but at least they are getting something

[scepticalinvestor] 08/8/2023 09:51

Waiting for a further drop before buying back in

[scepticalinvestor] 08/8/2023 09:50

Well when they sell the russian assets (and they will), will see a sharp correction back to the 1800s

[wolfhh] 03/8/2023 20:25

Why Mndi did so badly compared to Skg? Business are almost same, but why market treat them so differently?

[scepticalinvestor] 03/8/2023 13:56

8% down in 2 days

[scepticalinvestor] 03/8/2023 13:45

Good chance this is heading below 1000p in a few weeks. Russian assets worthless now, looks like Essential was correct

[scepticalinvestor] 03/8/2023 13:44

Ye sold out first thing at 1280 for a small gain overall. Definitely confirms that mantra to stay away from ZAR assets

[justiceforthemany] 03/8/2023 13:21

Glad I sold majority of my holding here a few days ago. SKG and DS Smith preferred, the latter a takeover target.

[essentialinvestor] 03/8/2023 07:55

SKG appears to be significantly outperforming Mondi currently, however keep in mind that Mondi's Russian business accounted for over 20% of pre tax, closer to 25% from memory.

As Mndi and SKG often sell on a very similar forward multiples,
either Mondi needs to fall a some or the SKG share price rise further.

[scepticalinvestor] 03/8/2023 07:49

Surprisingly not

[justiceforthemany] 03/8/2023 07:40

SKG results far better.

[scepticalinvestor] 02/8/2023 12:33

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

[scepticalinvestor] 02/8/2023 12:08

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

[scepticalinvestor] 02/8/2023 12:06

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

[scepticalinvestor] 02/8/2023 12:05

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

[scepticalinvestor] 02/8/2023 08:53

MNDI getting hit worse than SF oddly.

[scepticalinvestor] 02/8/2023 07:47

Smurfitt numbers poorer than expected

[essentialinvestor] 18/7/2023 19:46

SC, I replied on the SKG board.

[scepticalinvestor] 18/7/2023 15:54

Ah good ratio. Investing elsewhere?