Mondi (JSE: MNP)

R172.72, that's lekker movement today.

172.72 now. Green days feel good.

R177.45, that's a nice push today hey

177.45 now. That's lekker.

R177.45, aweh. Green day for packaging.

R176.87 now, down 2%. Ouch.

176.87 now. Down two percent.

176.87 now, down 2%. Eish.

184.10 now, up 2%. Let's see if it holds.

184.10 now, green day for MNP. Lekker.

184.10 now, that's lekker movement

Mondi at 182 offers better earnings visibility than most packaging plays given its integrated model, though it trades at a premium to peers like Sappi on growth expectations that hinge on eurozone demand. The dividend yield sits around 4.5% if earnings hold, which is respectable

MNP sitting at R177.41 with packaging demand still lumpy across Europe and Africa. Are you holding through the cycle or waiting for clearer visibility on the paper division turnaround?

Took some profits on MNP at R155.65 after the 2.81% pop today, but keeping half the position since the packaging demand thesis still looks decent for next quarter.

MNP at R154.48 is trading near its 52-week highs, and the packaging play is benefiting from easing inflation which should ease input costs going forward. The dividend yield sitting around 5.5% plus potential margin recovery in containerboard makes this a decent hold for income in

Good Morning Everyone. MNP closed R151.52, sitting just above that R150 support. Group's been under pressure on packaging demand but the kraft and containerboard divisions are holding up better than peers, currency tailwinds help when you're exporting. Long term play here is the shift to sustainable packaging, margins recover when volumes come back.

mnp looking heavy around 151.52, that r150 level is real support if we test it. packaging demand is still weak but their cost cuts are legit, keeping margins from getting slaughtered like some of the peers. longer term the ecommerce stuff should help but need to see volumes pick up first.

MNP sitting at R151.52 and honestly the packaging demand is still there, just need to see margin improvement when input costs settle. Problem is they're competing with giants globally but locally they've got decent market share. Real move happens when they land a major contract with one of the big retailers expanding, that's when it runs. Until then it's just grinding through.

closed at R151.52, just above R150 but margins are still weak. packaging demand side of things looks flat, rand weakness helping export side but not enough to move the needle. what's the actual catalyst here beyond hoping for better pulp prices.

mnp closing at 168.49, earnings were solid but balance sheet still carrying debt. compared to clicks or dis, the multiple looks fair if they actually execute on that capex guidance. holding long but not adding till we see q2 numbers.