Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
Register now or login to post to this thread.

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 - 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%.

dreamcatcher - 10 Feb 2015 07:06 - 58 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.

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


dreamcatcher - 10 Feb 2015 16:47 - 59 of 134

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.

dreamcatcher - 12 Feb 2015 13:14 - 60 of 134

12 Feb Deutsche Bank 1,320.00 Buy

dreamcatcher - 24 Feb 2015 16:57 - 61 of 134

24 Feb Deutsche Bank 1,320.00

dreamcatcher - 25 Feb 2015 19:53 - 62 of 134

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



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

dreamcatcher - 27 Feb 2015 13:57 - 63 of 134

27 Feb Deutsche Bank 1,490.00 Buy

dreamcatcher - 05 Mar 2015 18:49 - 64 of 134

5 Mar Credit Suisse 1,485.00 Outperform

dreamcatcher - 07 Apr 2015 18:44 - 65 of 134

7 Apr Deutsche Bank 1,510.00 Buy

dreamcatcher - 10 May 2015 18:40 - 66 of 134

Trading statement Wednesday 13 May

dreamcatcher - 13 May 2015 18:23 - 67 of 134

Interim management statement

dreamcatcher - 13 May 2015 18:23 - 68 of 134

13 May Davy Research N/A Outperform
13 May Goodbody N/A Hold
12 May Credit Suisse 1,485.00 Outperform

dreamcatcher - 13 May 2015 18:25 - 69 of 134

Mondi makes headway in first quarter; shares in paper maker top FTSE 100

By Andrew Neil

May 13 2015, 11:07am
Mike van Dulken, head of research at Accendo Markets, said Mondi’s results were packed full of positives.



Paper maker Mondi (LON:MNDI) pulled off a punchy performance in its first quarter, sending shares to the top of the FTSE 100 this morning.

Operating profit in the three months to March was €236mln the South African company said – that’s 29% above the comparable period last year.

Wood costs, paper for recycling, resin, energy and chemicals costs were all lower than last year, while currency movements also helped out.

The rise in underlying operating profit was also due to volume growth across most of the European businesses.

Contributions from capital projects and acquisitions, and higher selling prices in Russia and South Africa, aided the performance, it said.

On its outlook, the paper and packaging firm said much depends on the macroeconomic environment, but that it remained confident of making good progress for the year.

Mike van Dulken, head of research at Accendo Markets, said Mondi’s results were packed full of positives.

“Average paper selling prices holding up and comparable sales growth across most business, both sequentially and annually, is also welcome news at this stage of the year,” he said.

“While management says the ‘outlook remains macro-dependant’, its confidence in FY progress is going down well with the investment community this early in the year when other corporates are possibly more cautious.”

Shares were still trading 10% higher at 11am, priced at 1,441p.

dreamcatcher - 13 May 2015 21:44 - 70 of 134

Questor-share-tip-Mondi-shares-jump-10pc-on-strong-start

dreamcatcher - 14 May 2015 14:28 - 71 of 134

14 May Credit Suisse 1,630.00 Outperform
14 May Deutsche Bank 1,640.00 Buy

dreamcatcher - 08 Jul 2015 20:29 - 72 of 134

8 Jul Davy Research N/A Outperform

dreamcatcher - 20 Jul 2015 20:32 - 73 of 134

20 Jul Investec 1,650.00 Buy

dreamcatcher - 28 Jul 2015 19:40 - 74 of 134

28 July 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 half year ended 30 June 2015, which will be released on 6 August 2015. It can now be confirmed that underlying operating profit for the half year ended 30 June 2015 is expected to be above that of the comparable prior year period of EUR377 million.

In the six months ended 30 June 2014, the Group recognised a net special item charge after tax of EUR16 million. The net special item charge for the six months ended 30 June 2015 is around EUR36 million, relating mainly to restructuring activities including the closure of a small kraft paper mill in Finland, the closure of a consumer packaging plant in Spain and further restructuring of the US bags business.

Accordingly, Mondi advises that it expects earnings per share (EPS) for the half year ended 30 June 2015 to be within the ranges shown below:

•basic underlying EPS (euro cents) 65 to 70 (2014 51.9), an increase of between 25% and 35%


•basic EPS (euro cents) 57 to 62 (2014 48.6), an increase of between 17% and 28%


•basic headline EPS (euro cents) 57 to 62 (2014 48.3), an increase of between 18% and 28%


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.

dreamcatcher - 29 Jul 2015 22:07 - 75 of 134

Mondi PLC (MNDI:LSE) set a new 52-week high during today's trading session when it reached 1,544. Over this period, the share price is up 46.39%.

dreamcatcher - 06 Aug 2015 12:07 - 76 of 134

Half year report

Highlights

•Strong performance on all key financial metrics, with all business units delivering significantly improved results

◦Underlying operating profit of ?490 million, up 30%


◦Underlying earnings of 67.8 euro cents per share, up 31%


◦Cash generated from operations of ?538 million, up 23%


◦Return on capital employed of 19%



•Successful delivery on capital projects and acquisitions

◦Recently completed projects delivering ahead of plan


◦Current major projects on time and on budget


◦Turnaround of US Bags business acquired in 2014 on track



•Interim dividend of 14.38 euro cents per share, up 9%

Register now or login to post to this thread.