FoggyIsle.XYZ | Market's view on Mondi

The final dividend for Mondi has been announced as 40.25848 pence per ordinary share, payable on 14 May.
Mondi has withdrawn from the race to acquire DS Smith, deemed a sensible move by some.
Following the loss of the bid to a US bidder, there are anticipations and speculations regarding Mondi’s share price.
Mondi’s continued interest in acquiring DS Smith was evident although the market expected another attempt before the extended deadline of 23 April 2024.
A significant discussion revolves around the panel on Takeovers and Mergers agreeing to extend the deadline for Mondi to make a formal offer for DS Smith, which could be further extended.
Concerns are raised about the potential high cost of DS Smith now that it has attracted a bid from International Paper, offering a significant premium over its undisturbed share price.
Stock watchers discussed the possibility of walking away from the deal, considering it unattractive for Mondi shareholders.
The share price movements of Mondi and DS Smith were analysed, suggesting dissatisfaction with the deal among Mondi shareholders due to the perceived benefit to DS Smith shareholders.
The potential acquisition of DS Smith by Mondi, if completed, is seen as increasing the risk profile of the company.
The terms of a possible all-share offer by Mondi for DS Smith were outlined, suggesting Mondi shareholders would own a majority of the merged entity.
The management structure of the possible combined entity was discussed, noting that Mondi management would lead, which is seen as positive due to their past performance, especially in navigating the exit from Russia.
Some stock watchers expressed satisfaction with the proposed merger, highlighting the fair management and potential benefits to both companies’ shareholders.