Mondi (#MNDI) – notes increased volatility and costs, “price increases to take full effect in the third quarter of this year”

Mondi (#MNDI) – 2025 adj. EPS down to €0.565, DPS to €0.2825, notes action taken amidst prolonged cyclical downturn

Mondi (#MNDI) – Q3 adj. EBITDA further lower, noting “softer volumes and declining prices across most pulp and paper grades”

Mondi (#MNDI) – agreement to acquire Western Europe packaging business of Schumacher Packaging for €634m Enterprise Value

Mondi (#MNDI) – Q1 lower EBITDA but notes improving demand and pricing

Mondi (#MNDI) – proposed special dividend and associated share consolidation

Mondi does a deal with the Russians…and the share price, correctly, likes it

Seven weeks ago I admitted that I got “the horn for the world of sack kraft paper and paper bags” and thought Mondi (MNDI) shares were cheap. It is good to see the shares up over 10% over the last month, including an over 4% increase today due to a sale in Russia.

Ahead of the Bank of England raising rates again, I get the horn for the world of sack kraft paper and paper bags…and shares in Mondi

I think we can all guess what the Bank of England will choose to do with interest rates later today. However, the real interest will come from what it says on updated future thoughts about inflation, economic growth and hence interest rate decisions over the next six to eighteen months. I know what I think already: the interest rate increases last month and this month will look overtly foolish in early 2024 (not that the Bank of England will ever admit it). As for the world of shares, there are lots of updates and insights to be dealt with today.

Mondi remains so much more interesting than Royal Mail (or whatever they call themselves today)

I will let other experts write about the company I call Royal Wail, Henry the Eighth called The Royal Mail and apparently today it is known as International Distributions Services plc (IDS), which today seems quite good at strikes and anticipating higher losses. Apparently, “excluding any charges for voluntary redundancy costs…this may increase to around a £450 million loss if customers move volume away for longer periods following the initial disruption".  One for the experts to say the least…  Meanwhile, I am more interested in today’s update from the multinational packaging and paper group Mondi (MNDI). 

Mondi (#MNDI) – Q3 update, confident of continuing resilience and “a year of good progress”

Mondi – a recovery and income Buy?

Shares in Mondi plc (MNDI) are down from reaching above 1950p in February to currently below 1500p. However, there looks good reasons why the shares in this FTSE 100 company should, at least, recover to those previous levels again. If not go higher still.

Markets catch-up #1 after a mad few days

This has certainly been an interesting first four days of March for global investment markets.  And - in a way - being a bit too busy with meetings and travel over Thursday and Friday to do anything much with investment market choices is no bad thing. 

Mondi (#MNDI) – agreement to sell Personal Care Components business for €615 million

Mondi (#MNDI) – Q3 adj. EBITDA +27% YoY, Q4 cost impacts

Mondi (#MNDI) – Q3 earnings decline, with lower average selling prices

Mondi (#MNDI) says cal 2014 numbers will beat 2013, seems confident