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JSE – MON Profile’s Stock Exchange Handbook: 2024 – Issue 3
Mondi plc Montauk Renewables Inc.
MON MON
ISIN: GB00BMWC6P49 SHORT: MONDIPLC CODE: MNP ISIN: US61218C1036 SHORT: MNTKRENEW CODE: MKR
REG NO: 6209386 FOUNDED: 2007 LISTED: 2007 REG NO: 85-3189583 FOUNDED: 2020 LISTED: 2021
NATURE OF BUSINESS: Mondi is a global leader in packaging and paper, NATURE OF BUSINESS: Montauk is a fully-integrated renewable energy
contributing to a better world by producing products that are sustainable company specializing in the management, recovery, and conversion of
by design. We employ 22 000 people in more than 30 countries andoperate biogas into renewable energy. Montauk has over 30 years of experience in
an integrated business with expertise spanning the entire value chain, the development, operation, and management of biogas-fuelled renewable
enabling us to offer our customers a broad range of innovative solutionsfor energy projects. Montauk is a leader in renewable energy development
consumer and industrial end-use applications. Sustainability is at the from biogas. It specializes in developing projects which collectively benefit
centre of our strategy, with our ambitious commitments to 2030 focused all parties involved. The company’s portfolio is diversified and positioned
on circular driven solutions, created by empowered people, taking action to withstand market fluctuations, as well as to capture emerging trends
on climate. and future demand.
SECTOR: Inds—IndsGoods&Services—GeneralIndustr—Cont&Pckgng SECTOR: Energy—Energy—AltEnergy—AltFuels
NUMBER OF EMPLOYEES: 21 000 NUMBER OF EMPLOYEES: 151
DIRECTORS: Brandtzaeg S R (ind ne), Clark S (ind ne), Groth A (ind ne), DIRECTORS: AhmedMH(ind ne), CopelynJA(ne),
Macozoma S (ind ne), Reiniche D (snr ind ne, Fr), Strank Dame A (ind ne), Cunningham J (ind ne), GovenderTG(ne), Shaik Y (ind ne),
Williams D (ind ne, UK), Yea P (Chair, ne), King A (CEO), McClain S F (CEO, USA)
Young S (Sen Deputy Gvnr, ind ne, UK), Powell M (CFO) MAJOR ORDINARY SHAREHOLDERS as at 14 Apr 2023
MAJOR ORDINARY SHAREHOLDERS as at 16 Jul 2024 John A. Copelyn 40.10%
Public Investment Corporation SOC Ltd. 9.94% Peresec Prime Brokers (Pty) Ltd. 14.10%
BlackRock, Inc. 7.06% Theventheran G. Govender 12.20%
Allan Gray (Pty) Ltd. 6.01% POSTAL ADDRESS:680 AndersenDrive,5thFloor,Pittsburgh, PA,15220
POSTAL ADDRESS: Building 1, 1st Floor, Aviator Park, Station Road, MORE INFO: www.sharedata.co.za/sdo/jse/MKR
Addlestone, Surrey, United Kingdom, KT15 2PG COMPANY SECRETARY: John Ciroli
MORE INFO: www.sharedata.co.za/sdo/jse/MNP TRANSFER SECRETARY: Computershare Investor Services (Pty) Ltd.
COMPANY SECRETARY: Jenny Hampshire CAPITAL STRUCTURE AUTHORISED ISSUED
TRANSFER SECRETARY: JSE Investor Services (Pty) Ltd. MKR Ords USD0.01 ea 690 000 000 141 015 213
SPONSOR: Merrill Lynch SA (Pty) Ltd.
AUDITORS: PwC LLP LIQUIDITY: Jul24 Avg 119 427 shares p.w., R14.0m(4.4% p.a.)
CAPITAL STRUCTURE AUTHORISED ISSUED 40 Week MA MNTKRENEW
MNP Ords EUR 20c ea 3 177 608 605 441 412 530 32367
DISTRIBUTIONS [EURc]
Ords EUR 20c ea Ldt Pay Amt 27224
Final No 34 2 Apr 24 14 May 24 46.67
22080
Special No 2 23 Jan 24 13 Feb 24 176.00
LIQUIDITY: Jul24 Avg 5m shares p.w., R1 605.0m(54.3% p.a.) 16937
GENI 40 Week MA MONDIPLC
11793
46881
6650
2021 | 2022 | 2023 | 2024
41027
FINANCIAL STATISTICS
35172 (Amts in USD’000) Mar 24 Dec 23 Dec 22 Dec 21 Dec 20
Quarterly Final Final Final Final
29318 Turnover 38 787 174 904 205 559 148 127 100 383
Op Inc 2 368 23 640 44 566 3 335 3 581
23463
NetIntPd(Rcvd) 1 165 5 753 1 792 2 928 4 339
17609 Att Inc 1 850 14 948 35 194 - 4 528 4 603
2019 | 2020 | 2021 | 2022 | 2023 | 2024
Fixed Ass 231 373 214 289 175 946 180 893 186 401
NOTES: Mondi plc underwent an 11:10 share consolidation on 24 January Tot Curr Ass 76 619 90 175 125 804 75 167 32 485
2024, historical figures have been adjusted.
Ord SH Int 254 330 250 239 227 091 182 293 159 622
FINANCIAL STATISTICS LT Liab 66 577 70 649 76 823 79 630 65 272
(EUR million) Dec 23 Dec 22 Dec 21 Dec 20 Dec 19 Tot Curr Liab 33 782 29 350 28 402 24 557 28 462
Final Final Final(rst) Final Final
Turnover 7 330 8 902 6 974 6 663 7 268 PER SHARE STATISTICS (cents per share)
Op Inc 763 1 685 789 868 1 221 HEPS-C (ZARc) - 203.06 442.26 - 44.37 44.77
NetIntPd(Rcvd) 74 138 81 95 118 NAV PS (ZARc) 3 333.42 3 225.19 2 728.99 2 057.55 1 657.94
Minority Int 19 73 17 20 34 3 Yr Beta - 1.24 - - - -
Att Inc - 153 1 452 756 582 812 Price High 17 200 20 799 36 200 23 000 -
TotCompIncLoss 186 1 636 807 234 967 Price Low 7 000 10 497 14 094 8 719 -
Fixed Ass 4 619 4 167 4 870 4 641 4 800 Price Prd End 7 966 17 200 19 180 17 200 -
Tot Curr Ass 3 923 3 887 2 921 2 260 2 189 RATIOS
Ord SH Int 5 655 5 794 4 498 4 002 4 015 Ret on SH Fnd 2.91 5.97 15.50 - 2.48 2.88
Minority Int 441 460 391 380 370 Oper Pft Mgn 6.11 13.52 21.68 2.25 3.57
LT Liab 1 987 2 472 2 637 2 595 2 075 D:E 0.30 0.31 0.37 0.48 0.47
Tot Curr Liab 1 881 1 796 1 735 1 390 2 080 Current Ratio 2.27 3.07 4.43 3.06 1.14
PER SHARE STATISTICS (cents per share)
HEPS-C (ZARc) 2 901.64 5 003.46 2 987.82 2 558.16 3 070.16
DPS (ZARc) 1 480.60 1 441.83 1 214.27 1 242.58 1 159.36
NAV PS (ZARc) 23 582.92 23 990.52 18 515.94 16 359.50 14 381.46
3 Yr Beta 0.73 0.52 0.57 0.66 0.80
Price High 40 609 45 276 47 306 40 679 39 181
Price Low 30 407 27 568 37 663 25 317 30 248
Price Prd End 39 930 32 010 43 467 37 743 35 892
RATIOS
Ret on SH Fnd - 2.20 24.38 15.81 13.74 19.29
Oper Pft Mgn 10.41 18.93 11.31 13.03 16.80
D:E 0.42 0.41 0.56 0.62 0.65
Current Ratio 2.09 2.16 1.68 1.63 1.05
Div Cover - 0.42 3.93 2.47 1.99 2.57
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