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Campaigns / Ancora → Amcor plc (pro forma Amcor-Berry Global combination)
Ancora vs. Amcor plc (pro forma Amcor-Berry Global combination)

Amcor plc (pro forma Amcor-Berry Global combination) · AMCR

1 deck published between 2024-12-10 and 2024-12-10 — 15 pages, 15 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-12-10 initial thesis

    2024 12 Ancora Bloomberg Presentation 2024

    15pp · conference_presentation

    The Amcor-Berry merger creates a $36B packaging leader; executing $650M of conservatively-estimated synergies and a re-rate from 8x to 11x EBITDA delivers ~$16/share, a 50-70% upside.