Group 1 - Ardagh Metal Packaging operates in the mature aluminum beverage can industry, which is characterized as functional yet unglamorous [1] - The company focuses on macroeconomic analysis and valuation models, including DCF and multiple-based analysis [1] - Key areas of attention include financial structure, free cash flow generation, and capital allocation discipline [1] Group 2 - The investment approach is particularly interested in companies undergoing transformation or recovery, with a favorable risk/reward profile over a 2–3 year horizon [1] - The aim is to publish in-depth investment theses on undervalued equities and special situation plays that may not be widely recognized [1] - The commitment to transparency and intellectual honesty is emphasized, with every shared idea being one the company would consider investing in personally [1]

Crown Holdings, Inc. (CCK) reported first-quarter 2025 adjusted earnings per share (EPS) of $1.67, beating the Zacks Consensus Estimate of $1.22 by a solid margin of 37%. The bottom line marked a 64% improvement year over year. The earnings growth was driven by higher beverage can shipments across the Americas and Europe, enhanced manufacturing efficiencies and cost savings from the company’s restructuring initiatives.Including one-time items, the company reported earnings from continuing operations of $1.6 ...

Crown (CCK) Q1 2025 Earnings Call April 29, 2025 02:19 PM ET Speaker0 Good morning, and welcome to Crown Holdings First Quarter twenty twenty five Conference Call. Please be advised that this conference is being recorded. I would now like to turn the call over to Mr. Kevin Cluthier, Senior Vice President and Chief Financial Officer. Sir, you may begin. Speaker1 Thank you, Elle, and good morning. With me on today's call is Tim Donahue, President and Chief Executive Officer. If you don't already have the earn ...

Crown (CCK) Q1 2025 Earnings Call April 29, 2025 09:00 AM ET Company Participants Kevin Clothier - Senior VP & CFOTimothy Donahue - Chairman, President & CEOGeorge Staphos - Managing DirectorPhilip Ng - Managing DirectorStefan Diaz - Vice President, Equity ResearchChristopher Parkinson - Managing DirectorMichael Leithead - Director - Equity Research Conference Call Participants Ghansham Panjabi - Senior Research AnalystAnthony Pettinari - AnalystArun Viswanathan - Senior Equity AnalystAnojja Shah - Director ...

Ardagh Metal Packaging S.A. (NYSE:AMBP) Q1 2025 Earnings Conference Call April 24, 2025 9:00 AM ET Company Participants Stephen Lyons - IR Oliver Graham - CEO Stefan Schellinger - CFO Conference Call Participants Anthony Pettinari - Citi Stefan Diaz - Morgan Stanley George Staphos - Bank of America Michael Roxland - Truist Securities Anojja Shah - UBS Gabe Hajde - Wells Fargo Securities Arun Viswanathan - RBC Capital Markets Operator Good day, and welcome to the Ardagh Metal Packaging S. A. Quarterly Result ...