We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
there's a grain of grisly truth to your facetious remark
average 13 years lost by 5-10% of over 65s....that's perhaps 1-2% off liabilities
Plan to address the pension deficit - wait for Boris' botched pandemic response to wipe out the liabilities.
How dare they withhold the 2019 year dividend with the year they've had and the balance sheet they've got.
I understand the banks and to some extent the insurers but not here - The crooks
There is useful information on the pension deficit and the payments towards it in the last Annual Report: https://www.mondigroup.com/media/10631/mondi_ir_2018_final.pdf
The deficit, given the size of MNDI, is pretty modest.
Hi. I've read MNDI has one of the worst pension deficits in the FTSE 100. With a pathetic sounding 39% funding level equating to a £200 million deficit. As a new investor (wish i'd have read this before investing as i may have had second thoughts) does anyone know if there is a plan in place to address this?
With closure of all UK production sites and CEO departing, I have no surprise that in just over a week, MNDI price crashes (again!) from 1770p to 1590p. Great shame as I have high hopes for this business and its performance, even though cyclical. I can only hope that investors will see that the medicine taken, even though harsh is sign of action and proactivity to protect the long term health of the company, so there should be some share price return. Usually a new CEO is greeted with some share price optimism as the arrival of "a new broom", however, with 2 major and negative press announcements, does anyone else believe that recovery will be felt in the short term. Any views on divi cut??
* Q3 profits
The market reacted to weak data on German paper prices.
In terms of the SP, WE profits were lower and the market is reacting
to a global slowdown. The industry is cyclical.
Reasons to be cheerful..? - it's a quality company that longer term will
hopefully continue to trade well. Peak to trough cyclical earnings for
the sector tend to be very marked - this is not a pharma stick or water utility!.
Luck with your holding.
More roller coaster rides with Mondi holding. Slight broker reduction to 1950p and after a time in the doldrums I thought that better times were moving in. However, today Mondi the biggest share price loser in percentage terms at over 5% !! Decent divi yields at 4.3% so why the huge and disproportionate swings in price. Nothing evident on various news boards. Anyone have words which may cheer a bemused investor. How can companies maintain share investment with such price swings which lend some to put their hard earned cash into less volatile ftse100 staples rather than consider the likes of Mondi. DSSmith in same sector nowhere near as volatile.
Just the China Trump tariffs. I wouldn’t worry too much in my honest opinion. This is a good stock.
Whats happened to MONDI this week. Its a bloodbath with 250p lost from this weeks high. Good set of results, Broker analysis shows as very strong buy although some now revised price target to 20000p and a decent increase in Q2 interim divi . So why the price crash??? What am i missing ?????
Bought these a month ago and almost 6% up already. Quite chuffed.
I thinks it’s a good investment this company. And not too bad dividends. The share price in my opinion is just about rigjt to get in before it shoots up. Just my opinion . DYOR
Seems like the better this share looks, the lower it goes. That smug bloke from the Sunday Times has just bought in as well, whatever that means. Think I'll keep my money in the Post Office for the time being.
Oh don’t worry. I bought in at low 19’s and I am very happy with return thanks to you! Cheers!
Very good shout out! Well done
Really? Oh well never mind, just will have to wait it out lol. Thanks for the advice though. Cheers
No offence taken at all. I appreciate the advice. Thanks again.
Apologies, didn't mean to offend. Be careful when buying shares, especially with comments made by people on share forums !
Sorry to say but if you like me bought today on the 'ex-dividend date',then we will not receive the dividend paid on the 25th.
Thank You. I will take that as a yes lol
Why do you think it has fallen today by the amount of the dividend?
I bought in today. So will I qualify for a dividend on 25th May guys?
There is a recent blog post on Mondi available to read here: hTTps://www.sharesoc.org/blog/company-news/south-african-politics-pan-african-resources-mondi/
Mondi Group: Capital Markets Day 17 October 2017 Mondi Group is hosting a Capital Markets Day in London today at which it will provide an overview of its business strategy and detail various organic growth opportunities. Presentations will be delivered by CEO Peter Oswald, CFO Andrew King, as well as the CEOs of the Group�s four business units � Paper Packaging, Fibre Packaging, Consumer Packaging and Uncoated Fine Paper. Since its listing in 2007, Mondi Group has doubled ROCE and tripled underlying EPS. Mondi enters its next decade as a listed entity well-positioned to benefit from general economic trends � such as e- commerce and the ongoing strong growth in central eastern Europe, as well as specific industry trends �such as the growing preference across a wide customer base for lighter, stronger packaging (lightweighting); the substitution of rigid by flexible packaging; and smart, environmentally responsible packaging solutions. Mondi Group CEO Peter Oswald said, �Mondi�s industry leading margins and returns are a consequence of our inherent competitive advantages. Today we will show our investors how we plan to further develop our culture of driving performance; leverage our cost-advantaged assets; increase our focus on partnering with customers for innovation; inspire our people and grow responsibly. We are positioning ourselves to benefit from various general economic and industry specific trends. I believe this will deliver robust value accretive growth well into the future, both organically and through acquisitions.�