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Mondi PLC (MNDI)     

dreamcatcher - 30 Sep 2012 22:30




Mondi is an international packaging and paper Group, employing around 26,000 people in production facilities across 31 countries. In 2013, Mondi had revenues of €6.5 billion and a return on capital employed (ROCE) of 15.3%. The Group’s key operations are located in central Europe, Russia, the Americas and South Africa. It is fully integrated across the paper and packaging process – from growing of wood and the manufacture of pulp and paper (including recycled grades), to the conversion of packaging papers into corrugated packaging and industrial bags. It has primary listings on the Johannesburg Stock Exchange and the London Stock Exchange. It is a constituent of the FTSE 250 Index


Wood
Wood is Mondi’s most important raw material. It is therefore in our interest to ensure that we meet and support the requirements of sustainable forestry practices, from the management of our own forests right through to the procurement of our wood and fibre through the supply chain.


--------------------------------------------------------------------------------

Forestry
As a significant holder and manager of land, particularly in developing countries, and as an operator in an industry that potentially has a high impact on the natural environment, we recognise our stewardship role and responsibility in using natural forestry resources in a sustainable way.

Forests provide a range of goods and services. They serve as habitats for two-thirds of terrestrial animal and plant species; prevent soil erosion and water run-off; maintain the chemical balance of soil, air and water; recycle nutrients; break down pollutants; clean the air and water; are vital to watershed protection and soil formation; and play a major role in regulating climate.

The main factors contributing to deforestation and forest degradation are increased agriculture, illegal logging, population growth, poverty and urbanisation. Primary concerns include deforestation resulting from illegal logging in protected or high conservation value (HCV) areas, and timber obtained from controversial sources.

Although Mondi is involved in the felling of trees, we are not party to deforestation. For every tree felled in our plantation forests, at least one more tree is planted. In our natural forests, felled areas are left to regenerate naturally and poor regeneration is supplemented with plantings. Mondi is not involved in illegal logging, or logging in tropical rainforests, and has strict fibre sourcing controls.

Pulp
Wood is an essential raw material for all of our virgin fibre-based products. From wood fibre we produce pulp, the basic ingredient of all paper and paper-based packaging. We use pulp in our own production and also sell it wholesale to third parties. The pulp for paper-making may be produced from virgin fibre by either chemical or mechanical means, or it may be produced by the re-pulping of recovered paper. In the pulping process, the raw cellulose-bearing material is broken down into its individual fibres. In chemical pulping, chemicals are used to dissolve the lignin and free the fibres.

Recovered paper has become an indispensable raw material for our business and, in 2011, we consumed 1.5 million tonnes of recovered fibre, amounting to 30% of our total pulp consumed.

The pulp and paper manufacturing process also requires a large amount of process water and energy (in the form of steam and electrical power), which makes it an energy- and natural resource-intensive one.


http://www.mondigroup.com/desktopdefault.aspx

free counters

Chart.aspx?Provider=EODIntra&Code=MNDI&SChart.aspx?Provider=EODIntra&Code=MNDI&S

dreamcatcher - 14 Sep 2013 19:58 - 38 of 134

13 Sep Davy Research N/A Outperform
13 Sep Credit Suisse 1,220.00 Outperform
12 Sep Jefferies... 1,150.00 Buy

dreamcatcher - 19 Sep 2013 15:28 - 39 of 134

:-))

dreamcatcher - 14 Dec 2013 14:41 - 40 of 134

13 Dec Credit Suisse 1,310.00 Outperform

dreamcatcher - 20 Feb 2014 12:38 - 41 of 134

Mondi: Deutsche Bank raises target price from 1050p to 1200p and stays with its buy recommendation.

dreamcatcher - 27 Feb 2014 19:43 - 42 of 134

27 Feb Goodbody 1,240.00 Buy
27 Feb Davy Research N/A Outperform
26 Feb Credit Suisse 1,310.00 Outperform

dreamcatcher - 28 Feb 2014 07:16 - 43 of 134

Final Results

Record financial performance

*
+ Underlying operating profit of 699 million, up 22%

+ Underlying earnings of 95 euro cents per share, up 37%

+ ROCE of 15.3%, up 170 basis points

* 2012 packaging acquisitions integrated and synergies on track

* Strategic capital investments on track, with a number of projects completed

* Strong de-leveraging with net debt down by 251 million to 1,621 million

*
+ Cash generated from operations exceeded 1 billion for the first time

* Total dividend proposed of 36 euro cents per share, up




http://www.moneyam.com/action/news/showArticle?id=4763777

dreamcatcher - 10 Mar 2014 08:24 - 44 of 134

10 Mar Citigroup 1,260.00 Buy

dreamcatcher - 22 Apr 2014 17:35 - 45 of 134

22 Apr Credit Suisse 1,310.00 Outperform


Ex dividend -

23 Apr 2014 Mondi PLC (0.3 EUR)

dreamcatcher - 08 May 2014 13:46 - 46 of 134

Next week due a trading statement 14 May. In Shares - capital investment programme is bearing fruit,. Should illuminate on further profits progress since record finals 28 Feb.

dreamcatcher - 14 May 2014 17:28 - 47 of 134

Sharecast - Davy Research said it sees upside risk at Mondi, keeping an 'outperform' rating on the packaging stock as the momentum in selling prices turns positive.

"Overall, while we are unlikely to change forecasts, if this positive momentum is sustained, the risk to forecasts is to the upside. Combined with positive long-term fundamentals for most of Mondi's business units, this means that we maintain our ‘outperform’ rating."

14 May Credit Suisse 1,310.00 Outperform
14 May Goodbody N/A Buy

dreamcatcher - 22 Jul 2014 17:28 - 48 of 134

22 Jul Jefferies... 1,325.00 Buy
22 Jul Credit Suisse 1,215.00 Outperform

dreamcatcher - 29 Jul 2014 16:56 - 49 of 134


Trading Statement

PRNW



Mondi Limited
(Incorporated in the Republic of South Africa)
(Registration number: 1967/013038/06)
JSE share code: MND ISIN: ZAE000156550

Mondi plc
(Incorporated in England and Wales)
(Registered number: 6209386)
JSE share code: MNP ISIN: GB00B1CRLC47
LSE share code: MNDI

As part of the dual listed company structure, Mondi Limited and Mondi plc
(together 'Mondi Group') notify both the JSE Limited and the London Stock
Exchange of matters required to be disclosed under the Listings Requirements of
the JSE Limited and/or the Disclosure and Transparency and Listing Rules of the
United Kingdom Listing Authority.

29 July 2014

Mondi Group: Trading Statement

In terms of paragraph 3.4(b) of the Listings Requirements of the JSE Limited,
companies are required to publish a trading statement as soon as they become
reasonably certain that the financial results for the period to be reported on
next will differ by at least 20% from those of the previous corresponding
period.

Mondi is currently finalising its results for the half year ended 30 June 2014,
which will be released on 7 August 2014. It can now be confirmed that
underlying operating profit for the half year ended 30 June 2014 is expected to
be above that of the comparable prior year period of EUR367 million.

In the six months ended 30 June 2013, the Group recognised a net special item
charge after tax of EUR68 million. The net special item charge for the six
months ended 30 June 2014 is around EUR16 million, relating to restructuring
activities in the Group's Coatings business and a net charge on early
redemption of the EUR280 million Eurobond, partly offset by the release of a
previously recognised provision for transaction costs.

Accordingly, Mondi advises that it expects earnings per share (EPS) for the
half year ended 30 June 2014 to be within the ranges shown below:

* basic underlying EPS (euro cents) 49 to 54 (2013 49.4)

* basic EPS (euro cents) 46 to 51 (2013 35.3)

* basic headline EPS (euro cents) 46 to 51 (2013 45.7)

Mondi has disclosed basic underlying EPS, which is defined as basic EPS
excluding the impact of special items, as the directors believe this provides a
useful additional measure of the Group's underlying performance. Mondi has
disclosed basic EPS which includes the effect of special items. The disclosure
of basic headline EPS is required under the Listings Requirements of the JSE
Limited and has been calculated in accordance with Circular 2/2013 as issued by
the South African Institute of Chartered Accountants.

The above information has neither been reviewed nor audited by Mondi's
auditors.

End

dreamcatcher - 07 Aug 2014 07:37 - 50 of 134

Half-yearly Report

Highlights

* Steady improvement in all key financial metrics

*
+ Underlying operating profit of 377 million, up 3%

+ Underlying earnings of 51.9 euro cents per share, up 5%

+ Cash generated from operations of 439 million, up 2%

* ROCE of 16%, well in excess of through-the-cycle hurdle rate of 13%

* Acquisition of Graphic Packaging's bags and kraft paper operations
consolidates global market leadership position in Industrial Bags


http://www.moneyam.com/action/news/showArticle?id=4864371

dreamcatcher - 10 Oct 2014 14:17 - 51 of 134

10 Oct Credit Suisse 1,265.00 Outperform
10 Oct Jefferies... 1,325.00 Buy

dreamcatcher - 16 Oct 2014 17:28 - 52 of 134

Interim Management Statement

http://www.moneyam.com/action/news/showArticle?id=4905168

dreamcatcher - 16 Oct 2014 17:29 - 53 of 134

16 Oct Davy Research N/A Outperform
16 Oct Credit Suisse 1,265.00 Outperform
14 Oct Davy Research N/A Outperform

dreamcatcher - 18 Dec 2014 18:17 - 54 of 134

18 Dec Credit Suisse 1,265.00 Outperform
18 Dec Jefferies... 1,325.00 Buy

dreamcatcher - 21 Jan 2015 21:17 - 55 of 134

21 Jan Jefferies... 1,325.00 Buy

dreamcatcher - 26 Jan 2015 19:52 - 56 of 134



Top performing sector today
Forestry & Paper 12,688.66 +2.43%


26 Jan Credit Suisse 1,290.00 Outperform


dreamcatcher - 29 Jan 2015 19:18 - 57 of 134

Mondi PLC (MNDI:LSE) set a new 52-week high during Wednesday's trading session when it reached 1,200.72. Over this period, the share price is up 28.09%.
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