What's your definition of a long time? 12 months?
It's pretty much just since the SaverGlass acquisition yeah? Before that they'd been reasonably well regarded in wringing the most out of the old Amcor assets, no? There's even some Capital return to add to the bare share price performance and dividends.
Not defending the SaverGlass purchase because I'm absolutely over management teams prioritising growth over profit but that's the only big misstep I'm aware of (but yeah at this stage it seems a monster).
Ann: Change in substantial holding, page-6
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