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    James Wilson

    Managing Director and Senior Equity Analyst at Jarden Australia

    James Wilson is a Managing Director and Senior Equity Analyst at Jarden Australia, specializing in covering Australian listed companies within the consumer and retail sectors. He provides analysis on prominent firms such as Woolworths Group, Coles Group, Wesfarmers, and JB Hi-Fi, and is recognized for delivering consistently accurate investment calls, with multiple top analyst rankings and high success rates on platforms like TipRanks. Wilson began his finance career at UBS in 2013 before joining Jarden in 2021, and he has established a reputation for insightful sector coverage and strong returns for clients. He maintains professional credentials including ASIC licensing and financial product advice certification, underlining his expertise in securities analysis.

    James Wilson's questions to Amcor (AMCR) leadership

    James Wilson's questions to Amcor (AMCR) leadership • Q1 2025

    Question

    James Wilson inquired about the strategic rationale for unwinding the Bericap joint venture and the resulting earnings implications for the Rigid Packaging segment.

    Answer

    CEO Peter Konieczny explained the decision was driven by a differing view with the JV partner on near-term capital requirements and expected returns, reflecting Amcor's disciplined capital allocation. CFO Michael Casamento quantified the impact, stating the JV represented about $190 million in annual sales and $19 million in EBIT for the Rigid Packaging segment. He noted the net income impact for FY25 would be minor after accounting for interest savings from using the proceeds to reduce debt.

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