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    Gerry Hennigan

    Senior Research Analyst specializing in resources and technology at Goodbody Stockbrokers

    Gerry Hennigan is a Senior Research Analyst specializing in resources and technology at Goodbody Stockbrokers, recognized for his expertise in covering companies like Bunzl and earning accolades such as 'Best Technology Analyst.' He has played a prominent role in analyzing both resource and technology sectors, delivering in-depth research and participating in earnings calls for covered firms, with a documented track record of high engagement and industry recognition. Hennigan's career at Goodbody dates back to at least the mid-2000s, following established experience within the sector, and he continues to contribute research insights featured in financial publications and market reports. Although specific details on registrations or securities licenses are not publicly available, his longstanding tenure and recognized analyst awards underscore his standing as a respected voice in European equity markets.

    Gerry Hennigan's questions to BUNZL (BZLFY) leadership

    Gerry Hennigan's questions to BUNZL (BZLFY) leadership • Q4 2022

    Question

    Gerry Hennigan asked if Bunzl's expertise in alternative packaging and navigating environmental legislation provides a competitive advantage that should support margins. He also inquired about the rationale for the disposal of the UK healthcare business, questioning if it was related to scale, margin, or price.

    Answer

    CEO Frank van Zanten confirmed that their expertise in sustainability is a competitive advantage that is supportive to margins, particularly through own-brand sales, but it's a longer-term trend. CFO Richard Howes explained the UK healthcare disposal was not about a lack of scale but rather a strategic decision. He stated the UK's procurement model focuses heavily on price over service, making it difficult for a value-added distributor to be compensated appropriately for the services provided.

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    Gerry Hennigan's questions to BUNZL (BZLFY) leadership • Q2 2022

    Question

    Gerry Hennigan of Goodbody asked a follow-up question regarding the Walmart contract, seeking a potential timeline for the conclusion of the negotiations.

    Answer

    CFO Richard Howes responded that there is no specific timeline for the conclusion of the negotiations. He assured that the company will update the market as soon as there is a material development to report.

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    Gerry Hennigan's questions to BUNZL (BZLFY) leadership • FY 2021

    Question

    Gerry Hennigan of Goodbody Stockbrokers ULC inquired about regional variations in sustainable packaging drivers, the current and future proportion of own-brand sales, and whether the M&A focus on higher-margin sectors is opportunistic or strategic.

    Answer

    CEO Frank Andre van Zanten noted that sustainability initiatives are most advanced in the UK and Europe, often driven by regulation. On M&A, he clarified the focus is strategic: acquiring businesses with strong supply chain positions and own brands, which naturally tend to have higher margins, rather than targeting high margins for their own sake.

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    Gerry Hennigan's questions to BUNZL (BZLFY) leadership • Q3 2020

    Question

    Gerry Hennigan from Goodbody Stockbrokers asked about the company's current expectations for an inventory unwind of COVID-related products, a topic of prior caution.

    Answer

    CEO & Executive Director Frank van Zanten used a large government order in the Netherlands as an example, stating the government has indicated no issues with its current stock levels. He added that there are currently no indications that governments are planning significant new orders to build up safety stocks, though the situation could change.

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