Contrarian Corpus
short seller full deck initial thesis
2020-03-10 · 95 pages

Amcor plc AMCR

Amcor is a packaging roll-up masking 3-4% organic declines, obscured tobacco dependence, liquidity strain, and accounting red flags — including a CAO with a revoked CPA — with 40-60% downside to $3.60-$5.40.

N 5 Narrative
V 4 Visual
C 4 Craft
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Thesis

Amcor plc, formed through a 2019 stock-for-stock merger with Bemis, is a $20bn global packaging roll-up that Spruce Point argues is a 'Core Short' with 40-60% downside to US$3.60-US$5.40 per share. Beneath the promoted cost-synergy narrative, Spruce Point's forensic review finds organic revenue already declining 3-4% through September 2019 and accelerating to -5.4% in Q4; free cash flow dropping over 50% year-over-year; a European subsidiary cash pool that flipped from €62m surplus to €34m deficit; and leverage closer to 3.3x than the claimed 2.9x after adjusting for leases and pensions. The deck exposes obscured tobacco-carton dependence (~10% of sales, once ~30% of EBITDA), two unresolved material weaknesses lingering 18 months, and Chief Accounting Officer Jerry Krempa, whose CPA license was revoked by Minnesota in 2017 despite his biography claiming otherwise. Investors should expect a dividend cut and a credit migration from BBB toward junk.

SCQA

Situation

Amcor plc is a $20bn S&P 500 global packaging roll-up formed through a 2019 Amcor-Bemis stock-for-stock merger, serving CPG and beverage clients with flexible packaging, rigid packaging, specialty cartons and closures.

Complication

Organic revenue is actually declining 3-4% while management sells a cost-synergy growth story; free cash flow fell over 50%, leverage is understated, material weaknesses have lingered 18 months, and the Chief Accounting Officer's CPA is revoked.

Resolution

Sell AMCR: investors should demand a forensic investigation into Amcor's financial affairs, reject management's deal narrative, and reprice the stock at a discount for unsustainable dividend, fragile liquidity, and governance failures.

Reward

40-60% downside to US$3.60-US$5.40 per share from $9.00, applying a 1.0x-1.2x 2020E sales multiple consistent with struggling peer WestRock; a dividend cut and further credit downgrade toward junk are expected.

The three reasons

  1. 1

    Organic revenue is actually declining 3-4%, masked by Bemis deal accounting and cost-synergy narrative

  2. 2

    Chief Accounting Officer Jerry Krempa claimed CPA credentials that were revoked by Minnesota in 2017

  3. 3

    Free cash flow fell ~50%, European cash pool flipped to deficit, dividend and BBB rating at risk

Primary demands

  • Sell Amcor shares — 'Strong Sell' opinion with 40-60% downside target
  • Demand a full investigation into Amcor's financial affairs given material weaknesses and CAO credential misrepresentation
  • Reprice the stock at a discount to peers to reflect unsustainable dividend, fragile liquidity, and governance failures

KPIs cited

Organic revenue growth
Bemis -3.0% and legacy Amcor -4.0% YoY through Sept 2019; pro forma -5.4% in Q4 2019
Free cash flow YoY change
Spruce Point adjusted FCF fell 51% (from $253m to $124m) in 6M ended Dec 2019
Net Debt / EBITDA
Company reports 2.9x; Spruce Point estimates 3.3x after lease debt ($580m) and pension ($354m) adjustments
Tobacco-carton EBITDA contribution
Once contributed up to 30% of Amcor's total EBITDA per Spruce Point research
Capex/sales ratio
Amcor spends 3.5% vs. 5.5% industry average; legacy Amcor capex running 30-35% below pre-deal plan
Insider ownership
Directors and executive officers own only 3.6m shares, 0.2% of outstanding
European cash pool
Swung from €62.7m surplus (FY2018) to €34.4m deficit (FY2019)
Analyst geographic mix
8 of 12 covering analysts reside in Australia despite only ~3% of revenue/assets there; avg PT implies 19% upside
Dividend cushion
Spruce Point downside case shows ($72m) deficit vs. $725m dividend commitment
Credit rating
Fitch downgraded from BBB+ to BBB in Feb 2020, close to junk for a BBB issuer reliant on commercial paper

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns. Orange cells are present in this deck; neutral cells are not.

Precedents cited

  • WestRock/KapStone acquisition (2018) — comparable packaging roll-up missing estimates and losing ~50%
  • Newell Rubbermaid SEC goodwill-accounting investigation
  • Kraft Heinz accounting investigation and goodwill write-down (large Bemis customer)
  • MDC Partners cash-overdraft scandal
  • XPO Logistics and Maxar Technologies (prior Spruce Point short wins on roll-ups)
  • Greif, CECO, LKQ (prior Spruce Point packaging/industrial roll-up shorts)

Composition what's on the 95 slides

Visual + textual elements counted across every slide in this deck. Hover a box for what that element is; click to see every slide in the corpus that uses it.

Chart types used in this deck

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Notes

Iconic Spruce Point cover composition — 3D-rendered dystopian tabletop still life with rats, 'Mac & Moldy Cheese', 'Tear Jerker Beef', rotten meat, 'Kola' bottle and 'Unlucky Cigarettes' — visually telegraphs the thesis (tobacco, CPG customer stress, environmental pressure) and is a genuinely swipeable cover. Signed 'Quote From Ben Axler' on the S&P 500 track-record slide confirms authorship. Classic multi-pillar Spruce Point short structure: prior-track-record credentialing, 'What Company Said vs. Spruce Point Cold Reality' comparison tables, management quote contradictions, forensic financial tables, precedent deal (WestRock/KapStone) analogue, valuation bridge. Stake is not disclosed as a percentage — document only says short position in AMCR. Campaign phase is initial_thesis: first Spruce Point report on Amcor.