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    Samuel Seow

    Vice President and equity analyst at Citigroup

    Samuel Seow is a Vice President and equity analyst at Citigroup, specializing in investment analysis within the financial services sector. He is part of the Citi team providing research coverage on publicly traded firms such as James Hardie Industries, offering insights and recommendations utilized by institutional investors. Seow has established his career in banking and finance, progressing to his current role at Citi after building a reputation for analytical rigor and market knowledge. He possesses professional credentials aligned with his analyst responsibilities and is recognized for delivering impactful research within his coverage sector.

    Samuel Seow's questions to Amcor (AMCR) leadership

    Samuel Seow's questions to Amcor (AMCR) leadership • Q3 2025

    Question

    Samuel Seow asked for the combined company's net exposure to the North American beverage market and whether portfolio pruning would include both legacy Amcor and Berry assets.

    Answer

    CEO Peter Konieczny confirmed that the portfolio pruning review will encompass the entire combined company, not just legacy assets from one side. CFO Michael Casamento clarified that the North American beverage exposure, representing about $1.5 billion in revenue, comes entirely from the legacy Amcor business, as Berry had no participation in that category.

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    Samuel Seow's questions to James Hardie Industries (JHX) leadership

    Samuel Seow's questions to James Hardie Industries (JHX) leadership • Q1 2025

    Question

    Samuel Seow of Citigroup inquired about the growth assumptions for the interiors business embedded in the guidance and asked for details on the average project size and funding source for R&R jobs.

    Answer

    CFO Rachel Wilson noted that interiors were down mid-single-digits in Q1, a trend that is continuing. For R&R projects, she explained that the key factor for large projects is the cost of financing like HELOCs, which remains a constraint. She stated that financing for larger-sized projects is not yet 'in play,' despite strong underlying fundamentals.

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