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Mondi's structural pivot toward specialty packaging and away from commodity grades positions the group well…by @lance_special_sits on $MNP

LA
Lance M.@lance_special_sits·Bullish

Mondi's structural pivot toward specialty packaging and away from commodity grades positions the group well for margin expansion over a 3-5 year horizon, particularly given the unwind of containerboard oversupply and the embedded value creation in its Russian operations once geop

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