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    Niccolo Piccini • Truist Securities

    Niccolo Piccini's questions to Ball Corp (BALL) leadership

    Niccolo Piccini's questions to Ball Corp (BALL) leadership • Q2 2025

    Question

    Niccolo Piccini, on for Michael Roxanne, asked for an update on contracted volumes for 2026 and 2027 and inquired about manufacturing efficiencies.

    Answer

    Chairman & CEO Daniel Fisher reported that North American volumes are over 90% contracted for 2026 and about 75% for 2027. He noted that while plants are generally running well, North American efficiency was choppy in Q2 due to accelerated growth and tariff-related supply chain issues. He affirmed they are on track with long-term savings goals, supported by world-class safety and quality metrics.

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    Niccolo Piccini's questions to Sealed Air Corp (SEE) leadership

    Niccolo Piccini's questions to Sealed Air Corp (SEE) leadership • Q2 2025

    Question

    Niccolo Piccini from Truist Securities inquired about the state of the cattle cycle in South America and Australia and requested an update on the performance and growth of the fluids business.

    Answer

    President, CEO & Director Dustin Semach stated that the cattle cycles in South America and Australia are at 'peak-ish' levels and remain strong, contrasting with the downturn in the U.S. Regarding the fluids business, he noted the Cryovac solutions continue to perform well, while the Liquibox business has stabilized and is being positioned to return to its historical mid-single-digit growth rate.

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    Niccolo Piccini's questions to Ardagh Metal Packaging SA (AMBP) leadership

    Niccolo Piccini's questions to Ardagh Metal Packaging SA (AMBP) leadership • Q2 2025

    Question

    Niccolo Piccini of Truist Securities, on for Michael Roxlin, asked about the contribution from manufacturing efficiencies to recent performance and future targets. He also inquired about the status of contract negotiations for 2026 and 2027 volumes.

    Answer

    CEO Oliver Graham confirmed that improved operational costs, driven by high plant utilization in North America and strong execution in Europe, were a positive contributor. Regarding contracts, he stated that 2026 volumes are largely secured or in late-stage negotiations, and visibility for 2027 is also becoming quite good as the post-COVID renewal cycle concludes.

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    Niccolo Piccini's questions to O-I Glass Inc (OI) leadership

    Niccolo Piccini's questions to O-I Glass Inc (OI) leadership • Q4 2024

    Question

    Niccolo Piccini asked about the Bowling Green plant's operations amid weakness in the bourbon market and sought CEO Gordon Hardie's view on the margin gap with European competitors and how 'Fit to Win' addresses it.

    Answer

    CEO Gordon Hardie stated that the Bowling Green plant is focused on achieving efficient industrial scale and securing the right premium mix for its relatively small capacity. Regarding the European margin gap, he attributed it primarily to O-I's higher costs and less optimized footprint compared to peers. He affirmed that the 'Fit to Win' program is specifically designed to close this cost gap and enhance competitiveness, noting that O-I often has a superior premium product mix.

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    Niccolo Piccini's questions to Potlatchdeltic Corp (PCH) leadership

    Niccolo Piccini's questions to Potlatchdeltic Corp (PCH) leadership • Q4 2024

    Question

    Niccolo Piccini of Truist Securities questioned the potential impact of the new U.S. administration's policies on Natural Climate Solutions (NCS), specifically asking about the vulnerability of solar, carbon capture (CCS), and wind initiatives.

    Answer

    President and CEO Eric Cremers assessed that solar and lithium initiatives are likely to be 'unscathed' by policy shifts, citing strong demand and bipartisan support. He identified carbon credits as having more risk and viewed CCS as the 'most vulnerable' due to its high dependence on government subsidies. Executive Wayne Wasechek added that interest from solar developers has remained strong post-election, with plans to add 10,000-12,000 more acres under option in 2025.

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    Niccolo Piccini's questions to Potlatchdeltic Corp (PCH) leadership • Q3 2024

    Question

    Niccolo Piccini, on behalf of Michael Roxland from Truist Securities, asked about the builder profile at the Chenal Valley development, specifically the mix of regional versus national builders. He also inquired about the general sentiment among these builder customers, given recent mixed earnings reports and higher mortgage rates.

    Answer

    Executive Wayne Wasechek clarified that the Chenal Valley community consists exclusively of regional builders, with no national builders present. He noted these builders are less capitalized to offer incentives. Despite this, he expressed optimism, citing strong lot sales across all price points in Q3 and better-than-expected demand continuing into Q4, which he attributed in part to the Federal Reserve's recent rate cut.

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    Niccolo Piccini's questions to Silgan Holdings Inc (SLGN) leadership

    Niccolo Piccini's questions to Silgan Holdings Inc (SLGN) leadership • Q3 2024

    Question

    Niccolo Piccini, on for Mike Roxland, asked about the timing of commercialization for new wins in the Custom Containers segment and how capital expenditures are expected to evolve going forward.

    Answer

    President and CEO Adam Greenlee explained that recent wins in Custom Containers are smaller in scale than the large contracts commercialized earlier in 2024 but will contribute positively in 2025, reflecting a market-beating win rate. For future CapEx, he provided targets as a percentage of revenue: 5-6% for Dispensing & Specialty Closures, around 5% for Custom Containers, and 3-4% for Metal Containers, noting that these figures will now incorporate Weener's needs.

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