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    Cameron McDonald

    Research Analyst at E&P Financial Group

    Cameron McDonald is the Managing Director and Head of Research at E&P Financial Group, specializing in research and investment recommendations within the transport and infrastructure sectors. He covers major listed companies in these areas, leveraging an extensive track record built over ten years as Director and Head of Transport and Infrastructure Research at Deutsche Bank and as Director and Deputy Portfolio Manager at Hastings Funds Management, where he was involved with multi-billion-dollar infrastructure assets including serving as a non-executive director of Perth Airport. Since joining E&P Financial Group in 2018 as Senior Research Analyst and ascending to his current leadership role, McDonald has overseen research strategy and team performance, though specific analyst success rates and ranking metrics are not publicly disclosed. Cameron holds a Master of Applied Finance from the University of Melbourne, a Bachelor of Business in Accounting from RMIT University, is a CPA, and a Graduate of the Australian Institute of Company Directors.

    Cameron McDonald's questions to Amcor (AMCR) leadership

    Cameron McDonald's questions to Amcor (AMCR) leadership • Q3 2025

    Question

    Cameron McDonald asked for clarification on below-the-line integration costs, the Q4 outlook for these costs, and how they relate to the $280 million cost-to-achieve figure.

    Answer

    CFO Michael Casamento distinguished between two sets of costs: one-time transaction costs (e.g., legal, financing fees) estimated at $250M-$300M, and the separate $280M in cash costs required to achieve the synergies over three years. He clarified that the previously mentioned working capital benefit is expected to fund these costs to achieve, not be offset by them.

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    Cameron McDonald's questions to Amcor (AMCR) leadership • Q1 2025

    Question

    Cameron McDonald requested clarification on a $13 million restructuring adjustment, questioning if it was related to the company's exit from Russia.

    Answer

    CFO Michael Casamento confirmed the cost was part of the previously announced restructuring program designed to offset earnings lost from the disposal of the Russian business. He noted the program, which involved plant closures and restructures, is nearly complete and on track to deliver its targeted annualized benefits, with some already realized in FY24 and more in Q1 FY25.

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