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.


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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

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.

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

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

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

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

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

Interim Management Statement

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

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

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

21 Jan Jefferies... 1,325.00 Buy

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


26 Jan Credit Suisse 1,290.00 Outperform

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%.

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.

10 February 2015

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 year ended 31 December 2014
which will be released on 24 February 2015. As indicated in Mondi's Interim
Management Statement released on 16 October 2014, the Group's underlying
operating profit for the first nine months of 2014 of EUR551 million was above
that of the comparable prior year period of EUR538 million. It can now be
confirmed that underlying operating profit for the year ended 31 December 2014
is expected to be above that achieved in 2013 (EUR699 million).

Furthermore, in the prior year, the Group recognised a net special item charge
after tax of EUR74 million. The equivalent special item charge for the year
ended 31 December 2014 is expected to be around EUR48 million, of which EUR16
million was recognised in the first half. In the second half of the year,
additional restructuring and closure costs and related impairments of
EUR37 million were recognised. Other items giving rise to a net gain of EUR5
million were also recognised.

Accordingly, Mondi advises that it expects earnings per share (EPS) for the
year ended 31 December 2014 to be within the ranges shown below:

* basic earnings per share (euro cents) 96-99 (2013 79.8), increasing between
20% and 24%

* basic headline earnings per share (euro cents) 98-101 (2013 91.3),
increasing between 7% and 11%

* basic underlying earnings per share (euro cents) 106-109 (2013 95.0),
increasing between 12% and 15%

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. Special items
are those items of financial performance that the Group believes should be
separately disclosed to assist in the understanding of the underlying financial
performance achieved by the Group. 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

Sharecast -


Mondi surprises with strong earnings recovery

Tue, 10 February 2015




Mondi surprises with strong earnings recovery



In a surprise announcement, packaging and paper group Mondi revealed that its earnings for the full year would be at least 20% higher than the previous year.
The FTSE 100 company's unscheduled update reported that basic earnings per share would be between €0.96 and €0.99 in the calendar year, up between 20% and 24% on the €0.80 last year.

Excluding special charges, underlying earnings also climbed between 12% and 15% to between €1.06 and €1.09, accelerating rapidly from the 5% gain seen in the first half of the year.

In October, the Johannesburg-based company reported flat underlying sales and underlying profits held back by planned maintenance shutdowns and falling 10% on the previous quarter.

The group had continued to benefit from price increases in the key packaging paper markets and lower wood costs, though these were offset by the major annual maintenance closures at its fine paper and container board facilities, which had a €30m adverse impact on the bottom line.

Tuesday's announcement was sparse in operational detail, but notified that underlying operating profit would be above that of the prior year's, having in the first nine months of the year risen 2.4% to €551m.

12 Feb Deutsche Bank 1,320.00 Buy

24 Feb Deutsche Bank 1,320.00

25 Feb Credit Suisse 1,485.00 Outperform
24 Feb Deutsche Bank 1,320.00 Buy

27 Feb Deutsche Bank 1,490.00 Buy

5 Mar Credit Suisse 1,485.00 Outperform

7 Apr Deutsche Bank 1,510.00 Buy