19/08/2026 09:17

Amcor PLC (ASX: AMC) $64.28

Amcor delivered a better-than-expected fourth quarter last week, with both revenue and earnings ahead of consensus and, importantly, early evidence that the Berry Global acquisition is beginning to deliver. Net sales came in at US$6.4bn, adjusted earnings per share (EPS) rose 23% to US$1.23, and the quarterly dividend was lifted 2% to US65c. The most encouraging part of the result was volumes, with modest growth returning across Amcor’s six core segments, with the momentum carrying into July after several years of destocking and subdued demand.

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13/08/2026 16:48

Amcor (ASX: AMC) $66.18

AMC -0.09%: delivered a better-than-expected fourth quarter, with revenue and earnings both ahead of expectations and encouraging signs that the benefits from the Berry Global acquisition are beginning to come through. The shares were a little softer after the result, but the underlying trends were constructive, particularly around volumes, cost recovery and synergies.

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07/07/2026 09:28

Amcor PLC (AMC) $64.37

Amcor has been a stock that has weighed on our portfolios over recent times but as it comes good now we definitely don’t intend to cut it. This packaging business is an economically sensitive value name, which, with more than 50% of its revenue generated from the US in FY25, is perfectly positioned for the current economic backdrop, especially in the US. The stock continues to trade at a hefty discount to its historical average valuation while yielding close to 6%, mostly franked.

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07/05/2026 09:24

Amcor (ASX:AMC) $52.70

Amcor rallied strongly in the US, up as much as 8.9%, after delivering a third-quarter result that was broadly in line for earnings, but the top line (revenue) was better, while importantly, its downgraded full-year guidance was not as bad as the market had feared. 

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25/03/2026 09:39

Where is value (and resilience) in the MM Income Portfolio?

The Active Income Strategy continues to do what it’s designed to do, deliver high, consistent income with capital growth over time, while cushioning volatility when markets get tougher – as they are currently.

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05/02/2026 10:30

Portfolio Amendments – Active Growth Portfolio

We are making 3 changes to the Growth Portfolio

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04/02/2026 16:54

Amcor (AMC) $65.31

AMC delivered a solid second-quarter result, modestly ahead on earnings and with guidance reaffirmed, reinforcing the defensive qualities of the business, while allaying some concerns around the integration of the Berry acquisition.

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06/11/2025 17:41

Amcor (AMC) $12.78

AMC +5.01%: Shares rallied after delivering its first full quarter result, post merger with Berry Global – the result comfortably ahead of expectations. The company reported a 4% EPS beat, underpinned by strong packaging demand and initial cost synergies beginning to flow through.

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27/10/2025 10:14

Active Income Portfolio – Amendments

We are making two changes to the Income Portfolio

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15/10/2025 09:35

Amcor (AMC) $12.28

We covered Amcor recently as an interesting, deep value turnaround opportunity, though noting it had some near-term earnings challenges. 

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