Sign in

    Samuel Seow • Citigroup

    Samuel Seow's questions to Amcor PLC (AMCR) leadership

    Samuel Seow's questions to Amcor PLC (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.

    Ask Fintool Equity Research AI

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

    Samuel Seow's questions to James Hardie Industries PLC (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.

    Ask Fintool Equity Research AI