Mondi Share Discussion Threads

[essentialinvestor] 25/2/2021 13:33

Moorsie, why the significant divergence in results between SKG and Mondi.

SKG appears to be significantly outperforming?.

[moorsie2] 25/2/2021 08:40

Actually they are very good results if you look into the segment results. Uncoated fine paper is the serious drag and it is picking up. Also strong price increases in Kraft packaging papers which flows to the bottom line in Mondi better than any other market player.

[thamestrader] 25/2/2021 08:26

Slightly underwhelming results. I think I was expecting more, but only based on the enormous quantity of packaging that has been left on my doorstep over the last year. But hey, steady as she goes.

[cw2000] 24/2/2021 20:32

Mondi Weighs Deal for $7 Billion Packaging Rival DS Smith
By Dinesh Nair, Ruth David, and Kiel Porter
February 24, 2021, 8:13 PM GMT+1
Tie-up would be one of the largest U.K. deals so far this year
Pandemic e-commerce boom boosts demand for cardboard boxes

In this article
MNDI
MONDI PLC
1,802.00GBp+35.00+1.98%
SMDS
DS SMITH PLC
384.00GBp+12.20+3.28%
Mondi Plc, the packaging and paper group, is exploring a potential takeover of British rival DS Smith Plc, according to people familiar with the matter.


Mondi has been speaking with advisers as it considers the merits of a possible transaction, the people said, asking not to be identified because the discussions are private. DS Smith shares have risen 2.5% in London trading this year, giving the company a market value of 5.3 billion pounds ($7.4 billion).

A deal between the two companies would be one of the largest announced in the U.K. so far this year, data compiled by Bloomberg show. Deliberations are at an early stage, and there’s no certainty they will lead to a transaction, the people said.

Representatives for Mondi and DS Smith declined to comment.
While a pandemic-fueled boom in online shopping has provided a demand boost for packaging companies, it has also led to piles of used cardboard that can’t be picked up and recycled quickly enough. That has pushed up costs for companies including DS Smith, which rely on recycled containerboard to make their boxes.

[redips2] 23/2/2021 10:28

Let’s hope at least they are half decent

[moorsie2] 26/1/2021 12:59

Full year results 25th Feb

[moorsie2] 05/1/2021 09:38

Looks like a great deal , bought cheap and can consolidate the market. Win win

[thamestrader] 05/1/2021 07:54

Interesting RNS regarding Turkish acquisition. Not huge or earth shattering, but interesting.

5 January 2021

Mondi to acquire Olmuksan, a leading Turkish corrugated packaging player

Mondi has agreed to acquire 90.38% of the outstanding shares in Olmuksan
International Paper Ambalaj Sanayi ve Ticaret A.S ("Olmuksan" or the "Company")
from International Paper for a total consideration of EUR66 million. The implied
enterprise value on a 100% basis would amount to around EUR88 million.

Olmuksan is a leading and well-established corrugated packaging player in
Turkey, listed on the Istanbul stock exchange. Its network of five plants
provides a diverse customer base with high-quality sustainable packaging for
food, beverage, agriculture and industrial applications. For the twelve months
ended 30 September 2020, the Company produced 256 thousand tonnes of corrugated
packaging and generated revenues of TRY1,093 million (EUR150 million).

Mondi has operated successfully in Turkey for many years and has developed a
strong understanding of the market and its long-term opportunities. Our current
Turkish footprint includes four corrugated packaging plants and a recycled
containerboard paper mill, as well as three flexible packaging sites.
Leveraging our expertise and experience in this market, together with our
global virgin and recycled containerboard portfolio, we expect to generate
significant operational improvements and paper integration upside.

Commenting on the acquisition, Andrew King, Group Chief Executive Officer of
Mondi, said: "We are excited by this unique opportunity to significantly
strengthen our position in the fast-growing Turkish corrugated market and
expand our offering to existing and new customers in the region."

The transaction remains subject to competition clearance and other closing
conditions and is expected to complete in the first half of 2021. Following the
completion of the transaction, Mondi will launch a mandatory tender offer to
acquire the remaining 9.62% of outstanding shares in the Company held by
minority shareholders.

[redips2] 15/12/2020 13:27

Cheers Enami.

[moorsie2] 15/12/2020 11:00

The market fundamentals are very strong and should give support above 2000

[enami] 15/12/2020 10:44

Target from post 889 reached.
Next upside target from much longer timescale 2055 - 2069. ATH 2250

WEEKLY CHART


free stock charts from uk.advfn.com

[essentialinvestor] 03/12/2020 14:43

Second from me, many thanks.


MONDI has underperformed SKG by nearly 20% on the 12 month.

[redips2] 03/12/2020 12:47

Will hold my power dry until then. Thank you Enami.

[enami] 03/12/2020 12:46

Hi Redips... it is not a large gap (3p) and halfway through a strong upwave.
Bad results on 25 Feb could easily knock it back there or lower.

Current upside target (late 2019 high) 1794 to 1824


free stock charts from uk.advfn.com

[essentialinvestor] 03/12/2020 11:30

Added a small amount, a dip back down towards £16 may be an opportunity.

[redips2] 03/12/2020 11:17

Hi Enami... any thoughts about that gap around 1610 ...cheers

[moorsie2] 28/11/2020 08:29

With the conditions in the paper market now, Mondi are in a great strategic space...

[fuji99] 10/11/2020 15:58

Check out this stock [TRCS] for anyone interested in real software-play growth. - - -

[essentialinvestor] 30/10/2020 16:30

Added today.

[essentialinvestor] 28/10/2020 11:02

Mondi was below £14 a share in August, easy to forget. Below £12 in March.

[essentialinvestor] 27/10/2020 15:56

Around £14.70 might be an interesting area?.

[essentialinvestor] 26/10/2020 17:25

Slowly, slowly, catch a monkey

[texaspete2] 26/10/2020 17:12

good call, gap closed, up or down from here is the question. will be looking into the business some more to work out whether to invest

[essentialinvestor] 23/10/2020 16:04

Their plastics business is holding the rating back imv.

Mondi is Not a member of the FTSE Green Economy Index as one example.


Both SKG and SMDS are constituents.

[energeticbacker] 23/10/2020 15:51

The latest round of quarterly updates from Investor’s Champion’s income stocks suggests that they've hunkered down and are well positioned to benefit when the economy starts to recover. #igg #mndi #mony #pson