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    Reinhardt van der Walt

    Senior Vice President and Wealth Management Advisor at Bank of America Merrill Lynch

    Reinhardt van der Walt is a Senior Vice President and Wealth Management Advisor at Merrill Lynch, specialising in comprehensive financial planning and wealth management for individual and institutional clients. As the head of the Reinhardt Wealth Management Group, he focuses on personalized strategies tailored to clients' specific goals, leveraging the full suite of resources from Merrill Lynch and Bank of America. Reinhardt holds professional credentials such as the CPFA® and CRPC™, reflecting his expertise in retirement planning and fiduciary services, and has spent over a decade building client relationships through a goals-based approach. His career at Merrill Lynch is defined by a commitment to high-touch service and guiding clients through complex financial decisions with innovative strategies, though no public analyst performance metrics or company-specific coverage are associated with his wealth management practice.

    Reinhardt van der Walt's questions to Smurfit Westrock (SW) leadership

    Reinhardt van der Walt's questions to Smurfit Westrock (SW) leadership • Q2 2025

    Question

    Reinhardt van der Walt of Bank of America Merrill Lynch asked whether the exited contracts were EBITDA or EBIT loss-making, inquired about the company's ERP visibility for ROIC optimization, and sought guidance on the CapEx outlook.

    Answer

    CEO Tony Smurfit confirmed the exited contracts were EBITDA loss-making. EVP & Group CFO Ken Bowles added that the company now has full P&L visibility at the individual entity level, with balance sheet visibility at the segment level being the next phase. Regarding capital expenditures, CEO Tony Smurfit stated that full guidance for the next five years will be provided in February as part of the new strategic plan, with a steer for next year's CapEx likely coming sooner.

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    Reinhardt van der Walt's questions to Smurfit Westrock (SW) leadership • Q2 2024

    Question

    Reinhardt van der Walt of Bank of America Merrill Lynch asked if the exited contracts were EBITDA or EBIT loss-making and if the company has the system visibility for ROIC optimization. He also inquired about the capital expenditure outlook for fiscal year 2026.

    Answer

    CEO Tony Smurfit confirmed the exited contracts were EBITDA loss-making. EVP & Group CFO Ken Bowles added that the company now has full P&L visibility at the entity level and is working on breaking out the balance sheet, which will enable plant-level ROIC analysis soon. Regarding CapEx, CEO Tony Smurfit stated that a full five-year strategic plan and guidance will be provided in February, with a potential steer for next year's CapEx coming earlier.

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