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Picked up another tranche of MPT at R2,096 on this 3.41% pullback, as the packaging consolidation narrative remains structurally intact while the market obsesses over cyclical headwinds that have already priced in most downside risk to my DCF assumptions.
Mpact Limited at R2096.00. Would want to see this hold before touching it again.
MPT's 4.52% pullback today looks like overreaction to short-term recycled fibre headwinds, but the structural demand case for corrugated packaging remains intact as e-commerce penetration in SA continues its upward trajectory. The company's conversion volumes and margin resilienc
MPT up 2% today but the paper packaging demand is slowing hard. Are we pricing in a recession hit or is management actually moving volume into Africa?
Mpact Limited reporting a -0.7% move. Watching sector rotation.
Mpact Limited down 0.7% today. MPT at R2155.00, still deciding.
Still holding Mpact Limited (MPT) from when it was at R1551.60. Not selling here.
Mpact Limited (MPT) is one of those holdings where you forget about it and check back in a year.
MPT down 1.32% to R2170 today while Astrapak (ASP) holding stronger—packaging plays diverging on input cost pressures. Mpact's recycling exposure should cushion better if virgin plastic stays expensive.