Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Having looked at the results, here are my thoughts This former Anglo American subsidiary has come out with a profits warning without saying it was a profits warning (the devil is in the detail!) Although underlying (before exceptional and impairments costs) profit for the third quarter of 2017 of �245 million was 8% above the comparable prior year period (�227 million). The impact of planned maintenance shuts on operating profit for 2017 will be around �90 million. This means reported operating profits for 2017 will be down by 10%. Experiencing Higher Costs Mondi blames this on inflationary cost pressures and the impact of maintenance shuts. Also, currency movements had a net negative impact on operating profit versus the comparable prior year period driven mainly by a weaker US dollar and sharply weaker Turkish Lira. Lower Returns Operating margins is down to 13.9% from 16%, also, ROCE is down from 21.2% to 18.7%! Market Valuation Mondi�s share price had a good run, which saw the shares rose by 300% in five years. PE of 18 times looks rich when next year�s earnings will fall. Final thoughts Mondi�s shares had a good-run and shareholders should reduce their holdings and take profits. For further results and analysis on other companies result, click http://bit.ly/2yFcLts
After todays budget announcement I expect prices to move closer to short term value https://uk.tradingview.com/chart/MNDI/aOqTnz90-Long-after-budget-with-investment-in-the-construction-sector/
Apologies for board hopping but- The petition is going quite well; ~5100 signatures so far. Although it really needs a turbo boost. https://petition.parliament.uk/petitions/112044/sponsors/frRbCOsOLO6QqIN82UOX This petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016. The FCA don't even reply on the matter, now is your chance to have your say. If you hate seeing buys reported as sells etc!!!!!! Has already been sent to Martin Lewis, Daily Mail, Moneyweek & Watchdog. My local MP supported this petition by writing to the petitions committee to help un-stall it. There’s 650 MP’s in Westminster, So have you written to your MP? 649 to go! If this petition doesn’t reach 10,000; then imo we might as well have not bothered as it will almost certainly be filed B1N; @ 10,000 the government should respond. We are currently getting approx. 100 new signatures a week, but need 3x that amount to reach the target with only 15 weeks to go. So – If you haven’t yet signed or indeed have but haven’t passed it on to others, then now’s the time to do so. If each person who has signed can get just one other person to sign then we will double the total immediately. I have posted to all aim listed gas n oilies, currently doing the footsy 100. But I can only do so much to push this. Really need you guys & gals to help. Thanks to all who have signed so far. We really need a social / media savvy individual to help generate more interest in this.
$lip $$$liding away good old fa$hioned DIP plea$$$$££££££ Merci
back in on these a couple of weeks back, looking good again
good to see this share price moving up , looks like may be another good blue day for mondi , trying to watch bpc with possible news there from tomorrow and watching modi , as I hope today and future days may see mondi move up more , even the recent media coverage for mondi may help more new investors to see the potential of mondi
share price moving up , and with the buying demand seen at mndl will not surprise me to see mndl continue to move up ,
well done to you ,hoping for a good rise here at MNDI today again , will be watching this much as I can and also REM after the news there , MNDI is a share in my view with much potential in my view a share that may be seen on the riswers board again , each to their own investing decisions .
Mondi shares jump 10% on strong start: Mondi shares jumped 10% after the international packaging group revealed a strong start to the year, with higher demand and lower costs. The FTSE 100-listed, Africa-based packaging giant said steady demand, and falling prices for the wood, energy and chemicals needed to make packaging and paper, have helped lower costs. The outlook for the rest of the year has also improved. Mondi said it had been able to increase the prices of its products across southern Europe and expects to raise them further in other areas later in the year. A recovery in the Russian rouble and higher selling prices for products in that country and South Africa also helped sales. Mondi generates about 60% of its total revenue by providing boxes to consumer giants such as Procter & Gamble, Nestle and Unilever to get their washing powder, toothpaste and tinned goods on supermarket shelves. The sector is also enjoying growing demand for packaging on goods ordered over the internet. Mondi has a number of uses for its spare cash, one of which could be tobuy smaller rivals. This would accelerate the already impressive revenue growth, and packaging sector experts say the European market is ripe for consolidation. The shares remain attractive, trading on 14.5 times forecast earnings and offering a prospective dividend yield of 2.5%. The company is enjoying strong pricing for its products and falling costs. We remain buyers for the long term. Mondi at £14.14+116p. Questor Says “Buy”.
ha ha, as i said, this share just keeps getting better. was in on this when mondi split from aa so very happy.
great to see another good day here again today
this share just gets better and better
Hold Mondi as defensive shares defy downturn: Mondi was one of the leading shares in the U.K.’s blue chip index, with investors buying into the positive outlook for the packaging group as prices for its products rise and energy costs fall. The FTSE 100-listed, Africa-based packaging giant saw its shares gain 2.3% after strong demand and steady prices across the sector were identified in a Credit Suisse research note. The company will also enjoy the benefit from falling energy costs at its factories across Europe. The packaging sector is one that is often overlooked by investors but it supplies some of the most stable companies in the world, such as Procter & Gamble, Nestle and Unilever. These companies need packaging for consumer goods such as washing powder, toothpaste and tinned goods on supermarket shelves. In the past four years Mondi has increased profits and more than tripled the dividend. Analysts from Credit Suisse are expecting pretax profit to increase to €695 million, giving earnings per share of 95 cents and a dividend of 30 cents in next week’s results. What’s more, they expect underlying operating profits, earnings and dividend to increase to €700 million, 113 cents and 45 cents respectively in the year ahead. Over the past 10 years, Mondi has spent €3 billion upgrading and modernising its paper mills, hence the group now has a portfolio of well-invested low-cost mills in emerging economies. More than half of Mondi’s sales come from emerging economies such as Russia, Slovakia, Czech Republic, Poland and South Africa, where Mondi is benefiting from higher growth in demand for paper, compared to depressed Western European markets. The company is enjoying strong pricing for its products and falling costs. But with shares once again moving toward record highs of £11.23, we downgrade to a hold. Mondi at £10.67+18p Questor Says ‘Hold’.
14-May-14 07:00 PRN Interim Management Statement Results and Trading Reports
14-May-14 Credit Suisse Outperform 1,310.00 1,310.00 Reiteration
Mondi Plc (LON:MNDI)‘s stock had its “buy” rating reiterated by stock analysts at Deutsche Bank in a report issued on Thursday, StockRatingsNetwork.com reports. They currently have a GBX 1,260 ($21.26) target price on the stock. Deutsche Bank’s price target suggests a potential upside of 27.01% from the company’s current price.
after 6 months out.heres to a blue day tomorrow.
Mondi: UBS ups target price from 720p to 840p, while leaving its neutral rating unchanged.
Mondi (MNDI) Director name: Ms Carol Hunt Amount sold: 14,728 @ 842.49p Value: 124,080
Director name: Mr Peter Oswald Amount sold: 20,000 @ 845.82p Value: 169,164
Mondi (MNDI) Director name: Mr Andrew King Amount sold: 25,000 @ 838.63p Value: 209,658 Mondi (MNDI)
Mondi (MNDI) Director name: Mr Andrew King Amount sold: 36,835 @ 842.49p Value: 310,328
Mondi (MNDI) Director name: Mr Peter Oswald Amount sold: 40,000 @ 844.50p Value: 337,800
Mondi (MNDI) Director name: Mr Peter Oswald Amount sold: 42,756 @ 846.00p Value: 361,716