Research
The content listed is not for investment, financial, accounting or tax advice and is provided for informational purposes only.
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Forestry & Paper Sappi Ltd ESG Insights ahead of the AGM
Sappi’s AGM will be held on Wednesday, 07 February 2024 at 14:00: The last day to trade in order to be eligible to attend and vote at the AGM is Tuesday, 30 January 2024.
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Forestry & Paper: Industry Insights
Key message: Pulp prices advance further in Europe, while Graphic Paper prices come under further pressure. Mixed moves for containerboard, and green shoots for sack kraft paper producers. Mondi special dividend and share consolidation on track. Sappi is set to redeem its R1.2bn convertible bond early and its Lanaken mill in on track to be closed by Q2 24E.
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Forestry & Paper: Industry Insights
Key message: China will keep zero import tariffs on major P&B grades in 2024. Further pulp price hikes confirmed. More containerboard projects postponed and Mondi general meeting to be held on 15 January.
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Forestry & Paper: Industry Insights
Key message: It’s a wrap for 2023. Thank you for your continued support. Hope you have a healthy and happy festive season and all the best for 2024!!!!!!!