Mondi Share Discussion Threads

[enami] 03/10/2013 15:25

Interim Management Statement Due 6 November

[enami] 03/10/2013 15:24

Citigroup Upgrades To Neutral Target Increased From 810 To 1,100.00

[enami] 11/9/2013 19:14

FTSE review as expected

FTSE 100 Index
Inclusions
.
Coca-Cola HBC AG
Sports Direct International
Mondi

Exclusions
.
Wood Group (John)
Eurasian Natural Resources Corporation*
Serco Group

[leeson31] 11/9/2013 10:32

just a matter of time for one day when you mention MONI goign to ftse100 promotions, very investuous. :-)

[enami] 11/9/2013 10:26

New ATHs being set every day this month.

Promotion to FTSE100 likely when today's review is published (after 16:30)

Along with Coca-Cola (CCH) (registry recently transferred from Greece to UK)
and Sports Direct (SPD)

[enami] 02/9/2013 08:28

Mondi's Revolutionary Product to Set A New Benchmark for Natural Fibre Composites, Says Frost & Sullivan.

[enami] 21/8/2013 08:19

XD €9.55c Pay 17 Sep. 8.15p?

FTSE100 promotion in September?? #2 in FTSE250.

[leeson31] 09/8/2013 13:01

wow, i sold a bit too early, but i was concerned about the gap at ~930 or so... but it doesnt seem to matter./

:-)

[enami] 09/8/2013 12:14

Overbought now - RSI 81.8 Date Broker name New Price Old price target New price target Broker change 08-Aug-13 Jefferies Buy 1,017.00p 1,000.00p 1,150.00p Reiteration 05-Jul-13 Credit Suisse Outperform 842.00p 1,040.00p 1,040.00p Reiteration 14-Jun-13 Credit Suisse Outperform 805.50p 1,040.00p 1,040.00p Reiteration 07-Jun-13 Jefferies Buy 823.50p 1,000.00p 1,000.00p Reiteration

[enami] 08/8/2013 08:37

Results look good.
New ATH and Fib target from post 387 reached, next upside target 1104

Financial highlights

* Underlying operating profit of EUR366 million, up 35%
* Underlying earnings of 49.4 euro cents per share, up 60%
* Cash generated from operations of EUR431 million, up 21%
* Interim dividend of 9.55 euro cents per share, up 7%
* ROCE of 14.8%, well in excess of through-the-cycle hurdle rate of 13%

Operational highlights
* Integration of acquisitions and related synergy targets on track
* Major capital projects on time and within budget

[enami] 31/7/2013 18:38

Deutsche Bank Reiterates Buy, Target Increased From 950 To 1,050

[enami] 30/7/2013 17:27

Finished 6.25%, 3.5p short of trend line at 981 and top of regression trend channel. Edited chart in post 387 to reflect EOD position.

Wave 5 target refined to 1020.7 (0.618 of Wave 3).

[leeson31] 30/7/2013 10:55

ive closed my t20 today into the spike, and gap up... happy though..

cheres

[enami] 30/7/2013 09:32

Aye Leeson through to new ATH and long term Wave 5 target now 1020.7.
Just within reach of the short term Fib target 971 as posted 16 July (969 as i type).
Trend line from previous highs at 981+.
FTSE100 entry candidate if this continues up.

EDITED CHART FOR END OF DAY CLOSE

[leeson31] 30/7/2013 07:40

not bad:


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

30 July 2013

Mondi Group: Trading Statement

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 and/or the Disclosure and Transparency and Listing Rules of the United
Kingdom Listing Authority.

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 2013,
which will be released on 8 August 2013. It can now be confirmed that the
underlying operating profit for the second quarter of 2013 is expected to be
higher than that of the first quarter (EUR162 million) and that achieved in the
comparable prior year period (EUR150 million). Underlying operating profit for
the half year ended 30 June 2013 is expected to be significantly higher than
that of the comparable prior year period of EUR270 million.

In the six months ended 30 June 2012, the Group recognised a net special item
gain after tax of EUR4 million. The special items charge for the six months
ended 30 June 2013 is around EUR68 million, relating to restructuring
activities and related impairment charges in the Group's Uncoated Fine Paper
operations in Austria (EUR50 million) and in the newsprint operations in South
Africa Division (EUR18 million) as well as the closure of the Lindlar Consumer
Packaging operation in Germany (EUR13 million), with net tax relief of EUR13
million.

Accordingly, Mondi advises that it expects earnings per share (EPS) for the
half year ended 30 June 2013 to be within the ranges shown below:

* basic underlying EPS (euro cents) 46 to 51 (2012 30.9)

* basic EPS (euro cents) 32 to 37 (2012 31.7)

* basic headline EPS (euro cents) 43 to 48 (2012 30.9)

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 3/2012 as issued by
the South African Institute of Chartered Accountants.

[enami] 16/7/2013 16:03

Doing very well over the last month.

Half-yearly Results Announcement due 8 August. If memory serves correctly they often spring an unexpected trading update a short time befor their results.

Example from the last set
21/02/2013 07:00 PRNUS MONDI PLC - Final Results LSE:MNDI Mondi
12/02/2013 07:00 UKREG Mondi PLC Trading Statement

About 2% short of the ATH reached in May (939.5)

Double bottom at the 200MA
Upside Fib target 970ish

[enami] 03/6/2013 12:10

Quite a big drop over the last couple of days.

Currency collapse - The Rand has been getting whooped by a perfect storm.

There's the dollar strength, the commodity weakness, the bad internal South African economy, and a big miners strike that's ongoing. Everything that could go wrong is.


Read more:

[enami] 17/4/2013 08:21

XD = 16.28p*ish

[enami] 03/4/2013 18:23

Down quite a lot today following yesterday's first ever close over 900. Profit taking before end of tax year I expect, or maybe an undisclosed broker rec.

XD 17 Apr 19.1 €cents Pay 16 May

[enami] 06/3/2013 18:38

As expected Mondi is on the reseve list for FTSE100 promotion.

[enami] 25/2/2013 11:14

Citigroup downgrades Mondi from neutral to sell, target price 810p

[enami] 22/2/2013 11:43

Up again.

(21 Feb) Jefferies Reiterates Buy Target Increased From 860 To 960


22-Feb Deutsche Bank Reiterates Buy Target 930
22-Feb UBS Reiterates Neutral Target Increased From 720 To 840

[enami] 21/2/2013 12:00

Aye possible candidate for FTSE100 entry at the next review 6 March, position 101 at the moment, will at least be on the reserve list I think (with GLEN/XTA merger to complete in the near future top of reseve list will be promoted).

[eeyrcr] 21/2/2013 08:18

Let's hope not!

[leeson31] 21/2/2013 08:10

is this ever going to stop going up lol