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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.
MNP sitting at 168.49 is actually decent value if you look at what they're doing with their logistics network. Comparing to similar distribution plays, the margins are improving and they're not overleveraged like some of the others. Long term this thing works if they keep executing on the expansion plan, but ja, the rand swings mess with everything.
MNP sitting at R168.49 with that dividend yield still juicy compared to the rest of retail. Balance sheet's clean, earnings are consistent, problem is the market doesn't care about fundamentals when everything's trading on sentiment. Long term play if you can stomach the sideways action, short term you're just gambling with the rand.
MNP CLOSING AT R168.49 IS ABSOLUTE GIFT!! LOOK AT WHAT ASTM AND RMBH DID AFTER SIMILAR PULLBACKS, THIS THING IS HEADING TO R250+ EASY!! BALANCE SHEET IS CLEAN, EARNINGS MOMENTUM IS THERE, BEST IS YET TO COME!!!
MNP down 0.63% today, probably just noise but packaging stocks have been rough lately hey. Still holding mine though, long term play innit.
Mondi down 1.76% today is a bit disappointing, but I'm trying to understand if this is just market noise or if their paper and packaging business is actually struggling. Anyone know what's driving the drop?
Mondi down nearly 2% today, which honestly doesn't bother me much given the dividend yield sits around 5.5% and the rand weakness typically supports packaging exports. At this valuation with a P/E under 8, I'm holding rather than panicking, though I'd need to see revenue growth s
Mondi's structural pivot toward specialty packaging and away from commodity grades positions the group well for margin expansion over a 3-5 year horizon, particularly given the unwind of containerboard oversupply and the embedded value creation in its Russian operations once geop
Mondi down 0.79% today but honestly the packaging thesis still holds for me. Their revenue growth in sustainable solutions is where the real value is for the next 5 years, especially as ecommerce keeps forcing brands to rethink packaging efficiency.
MNP's 1.66% dip today feels like profit-taking rather than fundamental deterioration, especially given the packaging plays are still holding up their dividend growth trajectory despite the paper sector headwinds.
MNP's 1.66% pullback to R17188 is understandable given forestry sector sensitivity to rand weakness and potential tariff impacts on export demand, but the dividend yield remains attractive for patient capital if pulp prices stabilize.
Mondi's up 3.16% today and the packaging demand story remains decent, but I'm sidelining this one for now - my capital is better deployed in construction plays where government's eventually going to have to open the taps on infrastructure spend.
Ay, Mondi down almost 10% today, that hurts to watch but I'm thinking this might be the time to add a bit more if I can stretch the budget.
Mondi got smashed today at minus 9.45%, eish. Our packaging stocks are taking strain while the commodity guys are struggling, so maybe time to look at what's dragging the whole sector down or if MNP is just having its own problems.
MNP's 6.71% drawdown today presents an interesting volatility skew against International Paper, which hasn't seen comparable selling despite similar packaging headwinds in the eurozone. The implied volatility on MNP puts has spiked above 35%, pricing in significant downside risk
Mondi's down 1.03% today but the longer-term thesis remains intact if you're watching their packaging division's exposure to e-commerce logistics. The containerboard and specialty paper segments are showing resilience through channel checks despite European energy headwinds, thou
MNP down 0.57% to R18811 on a Wednesday—packaging demand staying soft. Pulp prices haven't recovered enough to offset the headwinds.
Mondi Plc (MNP) in the portfolio for 3 years. The thesis hasn't changed.
MNP up 1.34% to R19199 today but packaging demand is still under pressure globally. Is anyone holding through this weakness or waiting for clearer signs the cycle's turning?
MNP up 2.19% to R19313 today - packaging demand finally catching some momentum? Paper stocks have been painful but if input costs are easing, this could run.