Mondi Share Discussion Threads

[thamestrader] 04/8/2022 08:35

I'll be wanting more of these by the close of play.

[redips2] 04/8/2022 08:26

Thank you Enami….good to hear from you 👍

[enami] 04/8/2022 08:07

An interim dividend of 21.67 euro cents per share, up 8% year-on-year, has been
declared by the directors. The interim dividend will be paid on Thursday
29 September 2022 to those shareholders on the register of Mondi plc on Friday
26 August 2022. The dividend will be paid from distributable reserves.

[elsa7878] 22/7/2022 14:29

Seems across the board - must be a European rival I guess..can't find anything though. Not a shareholder here but on my watchlist.

[essentialinvestor] 22/7/2022 11:33

A reason this is lower today ?, industry news or broker comment I'm guessing.

Bought a few.

[scepticalinvestor] 13/7/2022 15:37

What the hell is causing this drop

[essentialinvestor] 05/5/2022 09:18

Strong Q update, but surprised by such a large share price bounce.

[scepticalinvestor] 07/4/2022 08:15

Ex div today

[thamestrader] 07/3/2022 08:49

Yep, forget Russian assets. They will no doubt fall into the hands of a new generation of oligarchs.

Unless of course Putin suddenly ceases to exist and is replaced by a human being.

[essentialinvestor] 05/3/2022 20:34

Worthless, or somewhere near - safest way to consider this.

At least 20% of profitability looks to be gone, at least for now.

How much of the Russia production is going as raw material for operations outside
of Russia?, they don't clarify other than say majority is domestic Russia.

Very messy with this degree of uncertainty overhanging the share price.

Others may see it differently, for me lower levels look more likely.

[alotto] 05/3/2022 18:45

what happens to the productive asset in Russia, if Mondi pulls out the Russian operations?

[enami] 03/3/2022 08:36

A proposed final dividend for the year ended 31 December 2021 of 45.00 euro
cents per ordinary share will be paid on Monday 16 May 2022 to those
shareholders on the register of Mondi plc on Friday 8 April 2022.

[thamestrader] 01/3/2022 14:49

28 February 2022

Update on Ukraine/Russia

Mondi continues to closely monitor the situation in Ukraine, the response of
international governments and any potential impact on the Group.

Mondi has operations in Russia, representing around 12% of the Group's revenue
by location of production, including a high margin, cost-competitive,
integrated pulp, packaging paper and uncoated fine paper mill located in
Syktyvkar (Komi Republic). These businesses primarily serve the domestic market
and all are currently operational.

In Ukraine Mondi has one paper bag plant located in Lviv, west of the country,
employing approximately 100 people. Production is currently suspended.

The Group's full year results announcement is scheduled for Thursday 3 March
2022.

[thamestrader] 01/3/2022 14:48

yes, here it is, can't see the actual note:

JPMorgan raises Mondi to 'overweight' (neutral) - price target 2,122 (2,000) pence

[thamestrader] 01/3/2022 14:46

I imagine Mondi will end up 'walking away' from its Russian operation, voluntarily or otherwise. If, as suggested above, it's only 2% of assets (and a similar proportion of EPS??) it should not be terminal for the company, and the sell-off is perhaps overdone. I will be watching closely in run up to results, and may top-up my small (correction very small and getting smaller all the time) holding.

CORRECTION: 12% - see RNS above and post below

Oh, and I think we got an upgrade from somebody today.

[deutsch4] 28/2/2022 18:20

Does it matter? - present inflation and demand for the product may well compensate for
lost revenue elsewhere. Demand for the product will contiue at least at, or around, present levels!

[enami] 28/2/2022 11:39

Well down again. It would be nice if the company could make some kind of statement about the future of the Russian division.

Result due this week on 3 March, maybe they will give us a clue then.

[essentialinvestor] 24/2/2022 19:00

justice, in % terms it is more than 2% of the company assets located in Russia -
my understanding having read through previous reports.

Warned about this on the SHA board last week.

[enami] 24/2/2022 18:50

Seen a a possible weakness I guess. Down 11.8% at the end of the day.

I sold out at 1815p today as that is about my average over the last few years.
Did sell a few (10% of holding) at 1892p on Monday to pay this month's bills and sold the remainder today to cover my bills for the rest of this year.

Plenty of dividends collected over the years and I regard this as a successful investment.

[justiceforthemany] 24/2/2022 16:02

ONE site out of 50 is hardly a reason to be down >10%

[enami] 24/2/2022 08:28

Mondi has a large division in Russia - Mondi Syktyvkar

I guess the Russian aggression in Ukraine is the reaon for today's 4% drop at the open. Similar big drop on Tuesday was almost erased by the end of the day. Nationalisation of that division is the fear for Mondi I guess.

[enami] 09/2/2022 12:47

I actually did another chart after the Novenmber low.
.
New targets 1966 close now and next target 2095
.

[moorsie2] 07/1/2022 15:26

This is significantly under valued....

Expecting this to run to 2200