Mondi (JSE: MNP) share price, discussion & sentiment

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.

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 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 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.