Berry Global, Part II
This is a reactivation of an old idea Berry Global (BERY) that I wrote about 2 years ago. It is basically a roll up in the plastic packaging business.
288 Views
Berry Global Group Inc (BERY) - Wednesday, Jul 17, 2024
BERRY (BERY) has had a challenging start to the year but recent market trends have created an interesting investment opportunity for the company.
521 Views
Orora (ORA AU): Lone Star’s Opportunistic A$2.55 Offer
The Lone Star offer is unattractive and could also draw other suitors. If Lone Star walks, the downside is low, as Orora’s valuation is undemanding...
549 Views
Berry Global Group Inc (BERY) - Wednesday, Jan 3, 2024
Berry Global is a leading manufacturer of protective packaging solutions, specializing in rigid plastic containers, flexible packaging, and non...
418 Views
Pact Group (PGH AU): Raphael Geminder’s Opportunistic Proposal
The offer price is unattractive on any reasonable metric. A successful privatisation would require a bump. The shares closed 6.6% higher than the...
650 Views