Sign in

    Jakob Cakarnis

    Senior Equity Analyst at Jarden

    Jakob Cakarnis is a Senior Equity Analyst at Jarden, specializing in the general sector with coverage spanning 16 ASX-listed stocks including companies such as Qantas (AU:QAN) and ALS Limited (AU:ALQ). He has established a 67.4% success rate across his stock recommendations and achieved a top individual call return of over 65%, consistently maintaining an average return that positions him in the upper quartile with a current TipRanks ranking of #1273 among Wall Street analysts. Cakarnis joined Jarden as part of the firm's major Australian research expansion, following previous analytical roles, and has steadily contributed to their equity research platform since at least 2020. He holds recognized securities analyst credentials relevant to his position, reflecting industry-standard expertise and registration.

    Jakob Cakarnis's questions to Amcor (AMCR) leadership

    Jakob Cakarnis's questions to Amcor (AMCR) leadership • Q4 2025

    Question

    Jakob Cakarnis asked for an explanation of the $133 million 'inventory step-up amortization' adjustment and its potential impact in fiscal 2026.

    Answer

    CFO Michael Casamento clarified that this is a standard, one-time purchase price accounting (PPA) adjustment to bring acquired inventory to market value. He confirmed that the adjustment was for the two months of Berry ownership in Q4 2025 and is now complete, with no further impact expected in fiscal 2026.

    Ask Fintool Equity Research AI

    Jakob Cakarnis's questions to Amcor (AMCR) leadership • Q3 2025

    Question

    Jakob Cakarnis asked about the procurement synergy timeline, suggesting a phased approach of harmonizing terms first before leveraging scale for better pricing in later years.

    Answer

    CEO Peter Konieczny rejected a phased approach, stating the principle is to 'get to the synergies fast or never.' He confirmed that now the deal is closed, they will immediately pursue all levers with suppliers. CFO Michael Casamento added context, noting the synergy target represents a manageable 2.5-3% of the combined $13 billion addressable spend over three years.

    Ask Fintool Equity Research AI

    Jakob Cakarnis's questions to Amcor (AMCR) leadership • Q2 2025

    Question

    Jakob Cakarnis asked about the improvement trajectory in the healthcare business, the overall healthcare exposure post-Berry merger, and whether current momentum provides confidence in driving future organic growth.

    Answer

    CEO Peter Konieczny described healthcare as a 'real gem' that will become a $3 billion combined business post-merger, with complementary portfolios like Berry's delivery devices. He reiterated that healthcare destocking, which lagged other categories, is now largely over. He expressed confidence that the healthcare business will return to its historical growth rates of 3-4% over time, which will also remove the negative mix impact and contribute to overall growth.

    Ask Fintool Equity Research AI