에 대한 최신 뉴스 Berry Global Gr (NYSE:BERY) 주식

Berry Global Gr

Berry global Group Inc is a supplier of plastic packaging products mainly sold to consumer-oriented end markets. The four business segments are Consumer Packaging International, Consumer Packaging North America, Flexibles, and Health, Hygiene & Specialties. The company uses plastic resin as its raw material, purchased from a variety of suppliers. The majority of revenue comes from consumer packaging international due to the acquisition of RPC, which expanded the geographical areas in which the company operates. The consumer packaging segment consists of closures and dispensing systems, pharmaceutical devices and packaging, bottles and canisters, polythene films, recycling, containers, and technical components.

Berry Global Group

News

Asset Sales

ALLY

AMCR

BERY

GOOGL

NISTF

SBUX

SNDR

스톨리 그룹(Stoli Group)의 미국 사업 부문이 챕터 11 파산 보호 신청을 추진하고 있다. 이 회사는 11월 27일 텍사스 북부지방법원에 파산 신청서를 신청했다.

딜 디스패치: 스톨리 미국 사업부 파산 보호 신청, 앨리 파이낸셜 신용카드 부문 매각 계획

Commodities

Exclusives

Interview

BMWYY

streetTRACKS Dow Jones U.S. Large Cap Value Index Fund

GOOG

KRON

MEIP

PARA

SAVE

SHEL

TSX:SGO

ULCC

VWAGY

새로이 등장한 블록 스타벅스(NASDAQ:SBUX)가 중국 사업의 일부 지분을 매각하려고 한다. 최근 1분기 중국 내 동일 매장 매출이 14% 감소하면서, 시애틀에 본사를 둔 이 커피 소매업체는 치열한 경제적 및 경쟁적 압박에 적응하기 위한 파트너십을 모색하고 있다.

딜 디스패치: 스타벅스 중국 사업 매각 고려, 노스볼트 파산, 다윈 파이낸셜이 광업에 대해 논의

Berry Global Group Inc

Amcor And Berry Global Group Announce Filing Of Joint Proxy Statement With SEC

UBS analyst Joshua Spector maintains Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Neutral and lowers the price target from $75 to $72.

Price Target

Analyst Ratings

UBS Maintains Neutral on Berry Global Gr, Lowers Price Target to $72

Truist Securities analyst Michael Roxland maintains Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Hold and raises the price target from $72 to $74.

Truist Securities Maintains Hold on Berry Global Gr, Raises Price Target to $74

Combination of Amcor and Berry Global Creates a Compelling Investment Opportunity, With 50%-70% in Potential Upside as Synergies are Realized and Valuation Re-Rates
Ancora Holdings Group LLC (collectively with its affiliates, "Ancora") today released its positive investment thesis on Amcor plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>, ASX: AMC))) ("Amcor") that was presented at the Bloomberg Activism Forum by James Chadwick, President of Ancora Alternatives LLC. This follows Amcor's recently announced merger with Berry Global Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) ("Berry"), which the companies expect to close in the middle of next year.1 The presentation can be accessed <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fancora.s3.us-west-1.amazonaws.com%2FAncora-Bloomberg%2BPresentation%2B2024.pdf&amp;esheet=54164708&amp;newsitemid=20241210217729&amp;lan=en-US&amp;anchor=here&amp;index=1&amp;md5=e88dc14e1afda2e5cd70df03e9846f63">here</a>.
Key points from the presentation:2
<ul>
<li>The combined entity stands to be a premium packaging company with a durable free cash flow profile and a conservatively estimated $650 million in synergies, at what we believe is a significantly discounted valuation.</li>
<li>The combination creates a compelling investment opportunity with 50% to 70% upside, underpinned by Ancora's strong conviction that the announced synergies are conservative.</li>
<li>On a proforma basis, Ancora estimates the combined entity's EBITDA could be $4.5 billion and its shares could rise from ~$10 today to ~$16 in the coming years.</li>
</ul>

Ancora Releases Amcor nvestment Thesis Presented At The Annual Bloomberg Activism Forum; Says "Combination Of Amcor And Berry Global Creates A Compelling Investment Opportunity, With 50%-70% In Potential Upside As Synergies Are Realized And Valuation Re-Rates"

The U.S. division of Stoli Group hopes to get a deal under <a href="https://www.benzinga.com/topic/bankruptcy">Chapter 11 bankruptcy protection</a>. 
The company applied on Nov. 27 to the U.S. Bankruptcy Court in the Northern District of Texas. 
Stoli Group USA, based in New York, and Kentucky Owl American whiskey business plan to restructure all assets, valued up to $500 million. See below. 
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Stoli Group USA Files Chapter 11 with Up to $500M in Assets, Affiliate Kentucky Owl Joins Restructuring BANKRUPTCY FILING ALERT &#x1f6a8; Stoli Group (USA), LLC Chapter 11 &#8211; Northern District of Texas Filed: 11/27/2024 Case No. 24-80146 &#x1f4ca; Assets: $100M-$500M &#x7C; Liabilities:… <a href="https://t.co/TSZG8Hcd3e">pic.twitter.com/TSZG8Hcd3e</a>
&mdash; RK &#x7C; Consultants (@_RKConsultants) <a href="https://twitter.com/_RKConsultants/status/1861924768653390088?ref_src=twsrc%5Etfw">November 28, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
<h3 class="wp-block-heading">New On The Block</h3>
<ul>
<li>Ally Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLY#NYSE">ALLY</a>) is auctioning off its credit card unit after just three years of ownership, per <a href="https://www.bloomberg.com/news/articles/2024-11-22/ally-financial-is-said-to-weigh-sale-of-credit-card-business?srnd=phx-deals">Bloomberg</a>. The Detroit-based auto lender acquired the segment in 2021 for $750 million. </li>
<li>D.W. Shaw hired Alantra Partners to run the sale process for its Spanish non-performing loans and real estate assets, <a href="https://www.bloomberg.com/news/articles/2024-11-22/d-e-shaw-is-seeking-to-sell-400-million-in-spanish-assets?srnd=phx-deals">Bloomberg</a> reports. The value of the portfolio is roughly €380 million (US$402 million). </li>
<li>Mumbai-based Edelweiss Financial Services of India hired Nomura to find a buyer for a minority stake in its mutual fund business, which could have a total valuation of $700 million to $800 million, according to <a href="https://economictimes.indiatimes.com/mf/mf-news/edelweiss-hires-nomura-for-mutual-fund-unit-stake-sale/articleshow/115646343.cms?from=mdr">the Economic Times</a>.</li>
</ul>
See Also: <a href="https://www.benzinga.com/news/large-cap/24/11/42249801/fridays-top-5-trending-stocks-whats-going-on-with-smci-nvidia-microstrategy">Friday&#8217;s Top 5 Trending Stocks: What&#8217;s Going On With SMCI, Nvidia, MicroStrategy?</a>
<h3 class="wp-block-heading">Updates From The Block</h3>
<ul>
<li>The Container Store has been unable to ink a deal or find financing. According to <a href="https://www.cnn.com/2024/11/29/business/the-container-store-black-friday-shopping/index.html">CNN</a>, the Coppell, Texas-based company — known for selling bins — hoped for a $40 million financial lifeline from Beyond, the owner of Bed Bath &amp; Beyond and Overstock.com. But, the agreement hasn&#8217;t worked out and now the franchise is on the verge of bankruptcy, although it hasn&#8217;t filed yet. </li>
</ul>
<ul>
<li>Anglo American&nbsp;(LSE: AAL) agreed to sell its Australian steelmaking coal mines to Peabody Energy&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTU#NYSE">BTU</a>) <a href="https://www.benzinga.com/24/11/42166102/anglo-american-sells-coal-portfolio-for-38-billion-continues-restructuring">for about $3.8 billion</a>. This comes just days before mining giant BHP Group Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>) is allowed to renew its takeover efforts for Anglo American.</li>
</ul>
<ul>
<li>Acquisition-hungry UniCredit (Milan: UCG) offered to acquire Italian lender Banco BPM (Milan: BAMI). The €10 billion offer was rejected, according to <a href="https://www.axios.com/2024/11/25/unicredit-italian-bank?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosprorata&amp;stream=top">Axios</a>. UniCredit also wants to buy Germany-based Commerzbank.</li>
</ul>
<ul>
<li>Gold miner Newmont Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) sold its Éléonore mine in Quebec Tuesday to London-based Dhilmar <a href="https://www.benzinga.com/news/asset-sales/24/11/42202141/newmont-sells-mine-for-795-million-barrick-expands-reserves-top-miners-unfazed-by-underperformance">for $795 million in cash</a>. The sale follows Newmont's strategy to divest non-core assets following its milestone acquisition of Newcrest Mining in 2023. </li>
</ul>
<ul>
<li>Schneider National, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNDR#NYSE">SNDR</a>) disclosed that it has agreed to acquire Cowan Systems, LLC and its affiliates for approximately <a href="https://www.benzinga.com/news/mid-cap/24/11/42170700/schneider-expands-its-fleet-390-million-cowan-systems-deal-supercharges-dedicated-services">$390 million in cash</a>, subject to adjustments. The deal also includes a separate purchase of related real estate assets for $31 million. </li>
</ul>
For last week&#8217;s Deal Dispatch, <a href="https://www.benzinga.com/markets/commodities/24/11/42147945/deal-dispatch-starbucks-considers-china-sale-private-equity-bankrupts-snack-company-darwin-financial-talks-mining">click here</a>.
Now Read: 
<ul>
<li>Trump&#8217;s Proposed Tariffs Target Mexico, Canada, US Automakers; Wall Street Shrugs Off Concerns, Soars To Record Highs: This Week In The Markets</li>
</ul>
Image: Benzinga

Deal Dispatch: Stoli On The Rocks As US Business Goes Bankrupt, Ally Financial To Sell Credit Card Unit

Barclays analyst Michael Leithead maintains Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Equal-Weight and raises the price target from $64 to $75.

Barclays Maintains Equal-Weight on Berry Global Gr, Raises Price Target to $75

Berry Global Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) shares are trading lower on Tuesday. On Monday, the company disclosed an agreement to sell its Specialty Tapes business to Nautic Partners, LLC, for around $540 million, <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/b42179476/berry-global-announces-agreement-to-sell-specialty-tapes-business-to-nautic-partners" rel="noreferrer noopener">subject to closing adjustments</a>.
The divestment aligns with its strategy of focusing on higher-growth, consumer-oriented markets. The company plans to use proceeds from the sale to reduce debt.
The sale is expected to close in the first half of 2025, subject to customary closing conditions.
Including the cash received from its recent HHNF spin-off and the Tapes sale, Berry's pro forma net debt as of September 30, 2024, is expected to be approximately $5.9 billion, representing a 3.5x LTM net leverage ratio.
Berry CEO, Kevin Kwilinski, said, &#8220;Over the past year, Berry has undergone a significant transformation, completing the spin-off of our HHNF business, enhancing our product mix and optimizing our portfolio. The sale of Tapes further supports these efforts and the continued focus on our high-growth consumer portfolio.&#8221;
This month, Berry Global agreed to merge&nbsp;with Amcor plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>) in an all-stock transaction, with the deal valuing Berry&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/24/11/42069248/amcor-and-berry-seal-the-deal-73-59-per-share-merger-to-forge-packaging-powerhouse" rel="noreferrer noopener">stock at $73.59 per share</a>.
The companies anticipate a $650 million benefit from synergies by the end of year three, including $530 million in annual pre-tax cost savings, $60 million in financial savings, and $60 million from growth synergies.
Berry Global&nbsp;noted the sale of the Tapes business further reinforces the strategic rationale for the combination and has no material impact on the financial profile of the combined entity.
Price Action: BERY shares are down 1.47% at $70.50 at the last check Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/markets/commodities/24/11/42147945/deal-dispatch-starbucks-considers-china-sale-private-equity-bankrupts-snack-company-darwin-financial-talks-mining" target="_blank" rel="noreferrer noopener">Deal Dispatch: Starbucks Considers China Sale, Private Equity Bankrupts Snack Company, Darwin Financial Talks Mining</a></li>
</ul>

Equities

Mid Cap

Merger-Bound Berry Global Agrees To Divest Specialty Tapes Unit For ~$540M

Berry plans to use proceeds from the transaction to pay down outstanding debt at Berry. Adjusted for both the cash distribution received in November 2024 on close of Berry's Health, Hygiene and Specialties Global Nonwovens and Films business ("HHNF") spin-off, and the net cash proceeds1 expected on the sale of Tapes, totaling $1.3 billion, Berry's pro forma net debt as of September 30, 2024 was approximately $5.9 billion (3.5x LTM net leverage).

Reported Earlier, Berry Global Sells Specialty Tapes Business To Nautic Partners For $540M

Citigroup analyst Anthony Pettinari reinstates Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Neutral and announces $76 price target.

Initiation

Citigroup Reinstates Neutral on Berry Global Gr, Announces $76 Price Target

JP Morgan analyst Jeffrey Zekauskas reinstates Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Overweight and announces $76 price target.

JP Morgan Reinstates Overweight on Berry Global Gr, Announces $76 Price Target

<h3 class="wp-block-heading">New On The Block</h3>
<ul>
<li>Starbucks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>) is looking to sell a stake in its Chinese operations. Same-store sales in China fell 14% last quarter, with the Seattle-based coffee retailer seeking partnerships to adapt to tough <a href="https://www.benzinga.com/news/asset-sales/24/11/42117962/starbucks-eyes-stake-sale-in-china-amid-fierce-competition-and-falling-sales">economic and competitive pressures</a>.</li>
</ul>
<h3 class="wp-block-heading">Bankruptcy Block</h3>
<ul>
<li>Snack producer Hearthside Food Solutions went bankrupt. The private equity-owned company looks to offload the $1.9 billion in debt accumulated under the ownership of Partners Group Holding AG and Charlesbank Capital Partners. The two firms bought Hearthside for more than $2.4 billion. Assets and liabilities hover between $1 billion and $10 billion. Last year, bankrupt private equity portfolio companies in the U.S. <a href="https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/private-equity-portfolio-companies-on-track-for-most-bankruptcies-since-2020-74886821">outpaced</a> the number of <a href="https://www.benzinga.com/news/20/10/17861269/bankruptcy-update-ruby-tuesday-files-chapter-11-while-progress-slows-for-jcpenney">bankruptcies in 2020</a>. It remains to be seen whether 2024 will be worse.</li>
</ul>
<ul>
<li>Northvolt <a href="https://northvolt.com/articles/peter-carlsson-steps-aside/">filed</a> for bankruptcy with debt of $5.8 billion. Recall how the Swedish battery maker, which supplies Volkswagen AG&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>) and&nbsp;Bayerische Motoren Werke AG&nbsp;(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWYY#OTC">BMWYY</a>), bargained with banks to <a href="https://www.benzinga.com/news/23/03/31506581/volkswagen-bmw-battery-supplier-northvolt-eyes-raising-5b-via-debt">raise debt last year</a>. Now, it&#8217;s hoping to restructure under U.S. Chapter 11.</li>
</ul>
See Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/42024210/benzinga-bulls-and-bears-tesla-disney-gold-and-hedge-funds-project-bitcoin-to-hit-100k-150k">Benzinga Bulls And Bears: Tesla, Disney, Gold — And Hedge Funds Project Bitcoin To Hit $100K-$150K</a>
<h3 class="wp-block-heading">Updates From The Block</h3>
<ul>
<li>Google&#8216;s $2-billion <a href="https://www.benzinga.com/news/large-cap/23/10/35474706/googles-ai-ambitions-grow-with-major-investment-in-openai-rival-anthropic">investment</a> in Anthropic is in jeopardy, according to <a href="https://www.bloomberg.com/news/articles/2024-11-21/us-justice-department-seeks-to-unwind-google-s-anthropic-deal">Bloomberg</a>. Anthropic is a Jeff Bezos-backed rival to artificial intelligence (AI) innovator OpenAI. The U.S. Department of Justice (DOJ) recommended in <a href="https://www.benzinga.com/tech/24/11/42105079/googles-unlawful-behavior-stifles-market-entry-for-rivals-doj-says-alphabet-must-sell-chrome-to-end-search-monopoly">a court filing Wednesday</a> that Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google divest its Chrome browser to dismantle its monopoly on online search. It doesn&#8217;t end there. Google should be barred from doing any deals with companies that control where consumers search for information, regulators say. <a href="https://www.benzinga.com/tech/24/11/42123646/google-anthropic-deal-in-jeopardy-as-us-justice-department-looks-to-snap-online-search-monopoly">That includes AI products</a>.</li>
</ul>
<ul>
<li>Ricky Williams&#8216; Highsman merges with hemp brand Frozen Fields, forming Top Seed Inc. The partnership blends cannabis and hemp sectors, leveraging R&amp;D to enhance products <a href="https://www.benzinga.com/markets/cannabis/24/11/42097662/ricky-williams-highsman-merges-with-hemp-brand-frozen-fields">and control supply chains</a>.</li>
</ul>
<ul>
<li>MakeMyTrip acquires Happay from CRED. The deal is expected to enhance corporate travel and expense management solutions in India. Happay&#8217;s team will integrate with MakeMyTrip, supporting <a href="https://www.benzinga.com/general/travel/24/11/42039458/makemytrip-agrees-to-acquire-happay-bolstering-its-arsenal-for-corporate-travel-solutions">over 900 clients post-acquisition</a>.</li>
</ul>
<ul>
<li>Amcor plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>) and Berry Global Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) agreed to merge in an all-stock transaction, with the deal valuing Berry stock <a href="https://www.benzinga.com/news/large-cap/24/11/42069248/amcor-and-berry-seal-the-deal-73-59-per-share-merger-to-forge-packaging-powerhouse">at $73.59 per share</a>.</li>
</ul>
<ul>
<li>Nippon Steel (OTC:<a class="ticker" href="https://www.benzinga.com/stock/NISTF#OTC">NISTF</a>) executives have traveled to Pennsylvania to garner support for their $15 billion acquisition bid for U.S. Steel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>). The Japanese steel giant is encountering political resistance in Washington. Takahiro Mori, vice-chair of Nippon Steel, arrived in Pittsburgh on Saturday to advocate for the acquisition. The deal faces opposition from both President Joe Biden and President-elect Donald Trump, who prefer U.S. Steel to <a href="https://www.benzinga.com/markets/24/11/42056111/nippon-steel-execs-rally-support-in-pennsylvania-amid-pushback-on-us-steel-takeover">remain under American ownership</a>.</li>
</ul>
<h3 class="wp-block-heading">Notes From The Block</h3>
Joshua Robinson, co-founder of Darwin Financial Company, announced a $55-million financing deal with INYOAG LLC. The funds will help develop a solar-powered mine in Inyo County, California where there are proven reserves of silver, lead, zinc, tungsten, and copper. Here&#8217;s our conversation with Robinson:
<h4 class="wp-block-heading">BZ: What is the deal structure between Darwin Financial and base metals miner INYOAG? </h4>
Robinson: The deal structure is a $55M project financing package split into three components: $17.5 million and $12.5 million in six-year notes tied to sulfide and oxide production respectively, plus a $20-million conditional equity commitment that only triggers if the mine hits $10 million in monthly revenue. We get 17% of gross revenues from both production tracks, structured through secure lockbox arrangements. It&#8217;s not a straight equity investment, we specifically designed it this way to provide further upside exposure.
<h4 class="wp-block-heading">Are you looking for additional investors/joint venture partners? </h4>
Yes, we&#8217;ve deliberately structured this to create multiple layers of upside potential, which is pretty unique in the mining space. We&#8217;ve created a hybrid model that offers both near-term cash flow from production and significant expansion potential. We&#8217;re already seeing interest from established mining players, but we&#8217;re particularly excited about bringing new investors into the space who understand the strategic value of critical minerals.
<h4 class="wp-block-heading">What are the downsides to depending on foreign sources of critical minerals?</h4>
China&#8217;s recent actions really highlight the urgency here. They&#8217;ve already implemented export controls on germanium and gallium, and just added antimony to that list. This isn&#8217;t theoretical anymore, it&#8217;s actively happening. We need to build regional resilience in our supply chains, particularly for these minerals that are crucial for defense and technology. The Darwin Mine gives us a unique opportunity to establish a domestic source for multiple critical minerals in a single asset, which is rare to find.
<h4 class="wp-block-heading">Will the mine be powered by solar? </h4>
The 100MW facility wouldn&#8217;t just power the mine. It would generate significant excess clean energy that we can sell back to the grid. What&#8217;s particularly interesting is that we can develop utility-scale energy storage systems using minerals we&#8217;re already producing. It creates a virtuous cycle where our mining operations directly support clean energy deployment
<h4 class="wp-block-heading">What are your 2025 goals?</h4>
For 2025, our key goals are reaching 300 tons per day on sulfide production within six months and 200 tons per day on oxide within nine months of funding. That puts us at $ 10 million in monthly revenue, which then triggers the deeper mine development program.
For last week&#8217;s Deal Dispatch, <a href="https://www.benzinga.com/ma/24/11/42025534/deal-dispatch-shell-unilever-and-more-are-on-the-sell-side-the-onion-makes-alex-jones-cry-foul">click here</a>.
Now Read: 
<ul>
<li><a href="https://www.benzinga.com/markets/equities/24/11/41699259/nvidia-rides-ai-wave-to-replace-intel-on-dow-jones-industrial-average-ending-its-25-year-run">Nvidia Rides AI Wave To Replace Intel On Dow Jones Industrial Average, Ending Its 25-Year Run</a></li>
</ul>
Image: Benzinga

Deal Dispatch: Starbucks Considers China Sale, Private Equity Bankrupts Snack Company, Darwin Financial Talks Mining

UBS analyst Joshua Spector downgrades Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) from Buy to Neutral and lowers the price target from $82 to $75.

Downgrades

UBS Downgrades Berry Global Gr to Neutral, Lowers Price Target to $75

RBC Capital analyst Arun Viswanathan maintains Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Sector Perform and raises the price target from $69 to $73.

RBC Capital Maintains Sector Perform on Berry Global Gr, Raises Price Target to $73

Truist Securities analyst Michael Roxland reiterates Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) with a Hold and lowers the price target from $74 to $72.

Reiteration

Truist Securities Reiterates Hold on Berry Global Gr, Lowers Price Target to $72

Amcor plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>) and Berry Global Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) agreed to merge in an all-stock transaction, with the deal valuing Berry <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/n42056299/amcor-and-berry-to-combine-in-an-all-stock-transaction-creating-a-global-leader-in-consumer-and-he" rel="noreferrer noopener">stock at $73.59 per share</a>.
The deal price represents a premium of about 10% to Monday&#8217;s closing price of $67.05. As per the deal, Berry shareholders will receive 7.25 Amcor shares for each Berry share, giving Amcor and Berry shareholders 63% and 37% ownership of the combined company, respectively.
The boards of Amcor and Berry have unanimously approved the transaction, with closing targeted for mid-2025.
Post-completion, Peter Konieczny will lead the combined company as CEO, with Graeme Liebelt as Chairman and Stephen Sterrett as Deputy Chairman.
The combined entity, named Amcor plc, will retain its NYSE primary listing, ASX secondary listing, and global headquarters in Zurich, Switzerland.
The combined company is expected to have revenues of $24 billion and an adjusted EBITDA of $4.3 billion, including anticipated run-rate synergies.
The combined company expects annual cash flow exceeding $3 billion, supporting reinvestment, dividends, M&amp;A, and share repurchases.
Net leverage is projected at 3.3x at closing, with plans to reduce it below 3.0x within the first year.
Amcor expects continued annual dividend growth from its current $0.51 per share base, while Berry will maintain its current dividend policy until the transaction closes.
Synergies: The companies anticipate a $650 million benefit from synergies by the end of year three, including $530 million in annual pre-tax cost savings, $60 million in financial savings, and<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> $60 million from growth synergies</a>.
Additionally, $280 million in one-time working capital efficiencies will offset the $280 million in pre-tax costs required to achieve these synergies.
The merger is expected to deliver over 35% adjusted cash EPS accretion and a double-digit return on investment.
It aims to enhance long-term shareholder value by increasing expected annual earnings growth from 10%-15% to 13%-18%.
Amcor CEO,&nbsp;Peter Konieczny, said, &#8220;This combination delivers on our strategy to accelerate growth by putting the customer first, elevating the role of sustainability and orienting the portfolio toward faster growing, higher margin categories. We will have a more complete and more sustainable product offering, supported by stronger innovation capabilities, global scale and supply chain flexibility.&#8221;
As of September 30, 2024, Amcor&#8217;s cash and <a target="_blank" href="https://www.benzinga.com/pressreleases/24/10/n41664108/amcor-reports-first-quarter-result-and-reaffirms-outlook-for-fiscal-2025" rel="noreferrer noopener">cash equivalents stood at $432 million</a>.
Price Action: AMCR shares are down 0.44% at $10.11, while BERY shares are up 3.70% at $69.53 at the last check Tuesday.
Photo via Shutterstock
Read Next:
<ul>
<li><a href="https://www.benzinga.com//node/42058073" target="_blank" rel="noreferrer noopener">&#8216;Google Should Be Broken Up,&#8217; VC David Sacks Foresees High Odds Of Antitrust Lawsuit Or Breakup Under Donald Trump&#8217;s Administration</a></li>
</ul>

Large Cap

Movers

Amcor And Berry Seal The Deal: $73.59 Per Share Merger To Forge Packaging Powerhouse

WIIM

Berry Global shares are trading higher after the company reported better-than-expected Q4 adjusted EPS and sales.

Guidance

Berry Anticipates Continued Low-single Digit Volume Growth In FY25; Sees Adjusted EPS Range Of $6.10 - $6.60 Vs. Comparable ~$6.00 Last Year

Berry Global Gr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) reported quarterly earnings of $2.27 per share which beat the analyst consensus estimate of $2.25 by 0.89 percent. This is a 0.44 percent decrease over earnings of $2.28 per share from the same period last year. The company reported quarterly sales of $3.17 billion which beat the analyst consensus estimate of $3.13 billion by 1.32 percent. This is a 2.62 percent increase over sales of $3.09 billion the same period last year.

Earnings

Earnings Beats

Berry Global Gr Q4 2024 Adj EPS $2.27 Beats $2.25 Estimate, Sales $3.17B Beat $3.13B Estimate

<ul>
<li>Combination of Complementary Businesses Expands Product Offering and Capabilities to Support Higher Growth for Customers</li>
<li>Combined R&amp;D and Innovation Investment Accelerates Development of Sustainable Packaging Solutions and Delivers Greater Choice for Customers and Consumers</li>
<li>$650 Million Annual Earnings Synergies Benefit</li>
<li>Over 35% Adjusted Cash EPS Accretion</li>
</ul>

Amcor And Berry Global Join Forces In All-Stock Merger With $650M Synergies And 35% Adj. Cash EPS Accretion

Glatfelter Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GLT#NYSE">GLT</a>) ("Glatfelter") and Berry Global Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>) ("Berry") announced today that Glatfelter's shareholders have approved all matters relating to the merger of Berry's Health, Hygiene and Specialties Global Nonwovens and Films business ("HHNF Business") with Glatfelter required to be approved by Glatfelter shareholders, as described in the proxy statement/prospectus provided to its shareholders in connection with the Special Meeting.
At the Special Meeting of Glatfelter Shareholders held earlier today, Glatfelter shareholders voted to approve the share issuance proposal, the charter amendment proposals, the omnibus plan proposal and the advisory (non-binding) compensation proposal.

Glatfelter Shareholders Approve Proposals Related To The Proposed Merger Of Berry's Health, Hygiene And Specialties Global Nonwovens And Films Business

Amcor (AMCR) and Berry Global (BERY) announced that a milestone towards the completion of their all-stock transaction has been reached, with filing...

Amcor and Berry Global file joint proxy statement regarding merger

The company states: "Amcor plc (AMCR) and Berry Global (BERY) announce that an important milestone towards the completion of their previously annou...

Berry Global, Amcor announce milestones toward deal completion

Berry Global Group ( ($BERY) ) has shared an announcement. On January 23, 2025, Berry Global Group and Amcor announced the filing of a definitive j...

Berry Global and Amcor Announce Definitive Merger Steps

RBC Capital analyst Arun Viswanathan maintained a Hold rating on Berry Global Group (BERY – Research Report) yesterday and set a price target of $7...

RBC Capital Keeps Their Hold Rating on Berry Global Group (BERY)

The industrial sector is set for growth due to the expansion of manufacturing activities and the adoption of advanced technologies. Hence, investors might consider adding industrial stocks, WESCO International (WCC), KBR, Inc. (KBR), and Berry Global Group (BERY). Read more… The industrial sector is poised to benefit significantly from the ongoing manufacturing resurgence driven by economic growth, industrialization, and advancements in technology. Given this backdrop, it could be wise to invest in fundamentally strong industrial stocks, WESCO International, Inc. (<a href="https://stocknews.com/stock/WCC/">WCC</a>), KBR, Inc. (<a href="https://stocknews.com/stock/KBR/">KBR</a>), and Berry Global Group, Inc. (<a href="https://stocknews.com/stock/BERY/">BERY</a>).
The expansion of manufacturing activities in emerging economies, the rise of Industry 4.0, and the increasing adoption of automation are the primary factors driving the industrial equipment market growth. The global industrial equipment market is expected to grow at a <a href="https://www.cognitivemarketresearch.com/list/machinery-%26-equipment/industrial-equipment?srsltid=AfmBOop9vQn-zIyi-uc0Fu_2x1KW0B7sG1VmhLOKso7WYKoAoMfTOYQQ">CAGR of 4.2%</a> by 2031. Additionally, the global industrial services market is expected to expand at a <a href="https://www.marketsandmarkets.com/Market-Reports/industrial-services-market-209335409.html">CAGR of 8.6%</a> by 2028.
Additionally, the industrial packaging market is expected to grow owing to the generating trends in the packaging industry, including digital printing and customized packaging. In addition, the rising demand for <a href="https://www.precedenceresearch.com/industrial-packaging-market">sustainable and reusable packaging solutions</a> from the electronics industry is another factor to supplement the overall growth of the industrial packaging market. 
So, let us dive deep into the fundamentals of three industrial stocks.
WESCO International, Inc. (<a href="https://stocknews.com/stock/WCC/">WCC</a>)
WCC provides business-to-business distribution, logistics services, and supply chain solutions in the United States, Canada, and internationally. It operates through three segments: Electrical &amp; Electronic Solutions (EES); Communications &amp; Security Solutions (CSS); and Utility and Broadband Solutions (UBS).
On December 6, WCC announced it had completed its purchase of Ascent, a privately held company headquartered in St. Louis, Missouri, and a premier provider of data center facility management services. WCC previously announced its plan to acquire Ascent for a cash-free, debt-free purchase price of $185 million on October 31.
The stock's trailing-12-month ROTC of 7.57% is 7.1% higher than the industry average of 7.07%. Similarly, its 1.43x trailing-12-month asset turnover ratio is 83.5% above the industry average of 0.78x.
WCC's net sales were reported at $16.32 billion during the third quarter that ended September 30, 2024. The company's income from operations came in at $922.10 million. Net income came in at $553.50 million and $10.02 per share.
Street expects WCC's revenue and EPS for the fiscal first quarter ending March 2026 to be $5.43 billion and $3.15, respectively.
The stock has gained 14.1% over the past year to close the last trading session at $198.54.
WCC's strong fundamentals are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
WCC has a B grade for Value. It is ranked #29 out of 89 stocks in the <a href="https://stocknews.com/category/industrial-equipment/">Industrial - Equipment</a> industry. <a href="https://stocknews.com/stock/WCC/">Click here</a> to access the other WCC ratings for Growth, Momentum, Stability, Sentiment, and Quality.
KBR, Inc. (<a href="https://stocknews.com/stock/KBR/">KBR</a>)
KBR provides scientific, technology, and engineering solutions to governments and commercial customers globally. It operates in the Government Solutions and Sustainable Technology Solutions segments. It offers life-cycle support solutions to defense, intelligence, space, aviation, and other programs and missions for military and other government agencies.
The stock's trailing-12-month levered FCF margin of 7.89% is 15.3% higher than the industry average of 6.84%. Similarly, its 20.87% trailing-12-month ROCE is 52.9% above the industry average of 13.65%.
KBR's revenues increased 10% year-over-year to $1.95 billion for the third quarter that ended September 27, 2024. The company's <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> grew 17.7% from the year-ago value to $173 million. Net income attributable to KBR came in at $100 million, and its adjusted EPS rose 12% from the prior year's quarter to $0.84.
Analysts expect KBR's revenue for the fourth quarter (ended December 2024) to grow 15.9% year-over-year to $2 billion. The consensus EPS estimate of $0.82 for the same period indicates an increase of 19.2% year-over-year.
The stock has gained 11.3% over the past year to close the last trading session at $59.36.
KBR's bright prospects are reflected in its POWR Ratings. The stock has an overall rating of B, equating to a Buy in our proprietary rating system.
KBR has an A grade for Momentum and a B for Growth and Value. It is ranked #13 out of 79 stocks in the <a href="https://stocknews.com/category/industrial-services/">Industrial - Services</a> industry.
In addition to the POWR Ratings we've stated above, we also have KBR ratings for Stability, Quality, and Sentiment. Get all KBR ratings <a href="https://stocknews.com/stock/KBR/">here</a>.
Berry Global Group, Inc. (<a href="https://stocknews.com/stock/BERY/">BERY</a>)
BERY manufactures and supplies products in consumer and industrial end markets in the United States, Canada, Europe, and internationally. The company offers closures and dispensing systems, pharmaceutical devices and packaging, bottles and canisters, containers, and technical components. 
The stock's trailing-12-month levered FCF margin of 6.97% is 36.1% higher than the industry average of 5.12%. Similarly, its 5.49% trailing-12-month ROTC is 12.6% above the industry average of 4.87%.
For the fiscal 2024 fourth quarter that ended September 28, 2024, BERY's net sales increased 2.6% year-over-year to $3.17 billion. Its operating income came in at $269 million. The company's net income came in at $148 million, while net income per share stood at $1.26.
Street expects BERY's revenue and EPS for the first quarter ended December 2024 to be $2.36 billion and $1.01, respectively. Moreover, the company topped the consensus EPS estimates in three of the four trailing quarters.
Shares of BERY have surged 5.9% over the past month, closing the last trading session at $68.46.
BERY's POWR Ratings reflect its bright outlook. The stock has an overall rating of B, which translates to a Buy in our proprietary rating system. 
BERY has a B grade for Value and Growth. It is ranked #4 out of 19 stocks in the <a href="https://stocknews.com/category/industrial-packaging/">Industrial - Packaging</a> industry. <a href="https://stocknews.com/stock/BERY/">Click here</a> to see the additional ratings for BERY (Stability, Sentiment, Quality, and Momentum).
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

<hr />
WCC shares were trading at $199.69 per share on Wednesday afternoon, up $1.15 (+0.58%). Year-to-date, WCC has gained 10.35%, versus a 3.65% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Nidhi Agarwal</h2> <img src='https:/wp-content/uploads/2023/03/Nidhi-Agarwal_Headshot-3.jpg' style="float:left; padding:5px;width:125px;">Nidhi is passionate about the capital market and wealth management, which led her to pursue a career as an investment analyst. She holds a bachelor's degree in finance and marketing and is pursuing the CFA program.

Her fundamental approach to analyzing stocks helps investors identify the best investment opportunities.<a href="https://stocknews.com/authors/?author=nidhi-agarwal">More...</a>The post <a href=https://stocknews.com/news/wcc-kbr-bery-3-industrial-stocks-flying-under-the-radar/>3 Industrial Stocks Flying Under the Radar</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 Industrial Stocks Flying Under the Radar

Berry Global Group declares $0.31 dividend

Greif Offers Long-Term Potential, Even With Recent Cash Flow Pain

SLGN

Press Releases

AMCOR AND BERRY GLOBAL ANNOUNCE IMPORTANT MILESTONE TOWARDS TRANSACTION CLOSING

Amcor and Berry Global Announce Important Milestone Towards Transaction Closing

Legal

SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates AMCR, BERY, ZUO on Behalf of Shareholders

Ancora Nominates Majority Slate of Director Candidates and Proposes Industry Legend Alan Kestenbaum as New CEO to Turn Around U.S. Steel

FIBC Market Size to Hit USD 12.86 Billion by 2033 | Straits Research

Berry Global Group, Inc. to Release First Quarter 2025 Results on February 4, 2025

$HAREHOLDER ALERT: The M&A Class Action Firm Encourages Stockholders of ATSG, CTV, DFS, BERY to Act

SHAREHOLDER NOTICE: Halper Sadeh LLC Investigates PDCO, VOXX, BERY on Behalf of Shareholders

Berry Declares Quarterly Dividend

BERRY GLOBAL INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Berry Global Group, Inc. - BERY

ARMK

ATSG

CMCSA

COIN

EOSE

FCOB

IPHS

PDCO

RGBD

TSX:CLC

TSX:CNR

TSX:STLC

VIRT

VOXX

AptarGroup

Ball

Crown Holdings

Greif

Greif, Inc. Corporation Class B Common Stock

JBDI Holdings

Myers Indus

O-I Glass

Silgan Hldgs

TriMas

Truist Securities

Barclays

Citigroup

JP Morgan

스톨리 그룹(Stoli Group)의 미국 사업 부문이 <a href="https://www.benzinga.com/topic/bankruptcy">챕터 11 파산 보호</a> 신청을 추진하고 있다.
이 회사는 11월 27일 텍사스 북부지방법원에 파산 신청서를 신청했다.
뉴욕에 본사를 두고 있는 스톨리 그룹 USA와 켄터키 아울(Kentucky Owl) 미국 위스키 사업은 총 자산을 재구성할 계획이며, 자산 가치는 최대 5억 달러이다. 아래를 참조.
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">
Stoli Group USA Files Chapter 11 with Up to $500M in Assets, Affiliate Kentucky Owl Joins Restructuring
BANKRUPTCY FILING ALERT &#x1f6a8;
Stoli Group (USA), LLC Chapter 11 &#8211; Northern District of Texas Filed: 11/27/2024 Case No. 24-80146
&#x1f4ca; Assets: $100M-$500M &#x7C; Liabilities:… <a href="https://t.co/TSZG8Hcd3e">pic.twitter.com/TSZG8Hcd3e</a>
&mdash; RK &#x7C; Consultants (@_RKConsultants) <a href="https://twitter.com/_RKConsultants/status/1861924768653390088?ref_src=twsrc%5Etfw">November 28, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script>
<h3 class="wp-block-heading">새로이 등장한 블록</h3>
<ul>
<li>앨리 파이낸셜(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALLY#NYSE">ALLY</a>)은 소유한 지 단 3년 만에 신용카드 사업부를 매각하고 있다고 <a href="https://www.bloomberg.com/news/articles/2024-11-22/ally-financial-is-said-to-weigh-sale-of-credit-card-business?srnd=phx-deals">블룸버그</a>가 보도했다. 디트로이트에 본사를 둔 이 자동차 대출사는 2021년에 7억 5천만 달러에 해당 부문을 인수했다.</li>
<li>D.W. 쇼는 스페인 비실적 채권 및 부동산 자산의 매각 절차를 진행하기 위해 알란트라 파트너스(Alantra Partners)를 고용했다고 <a href="https://www.bloomberg.com/news/articles/2024-11-22/d-e-shaw-is-seeking-to-sell-400-million-in-spanish-assets?srnd=phx-deals">블룸버그</a>가 보도했다. 이 포트폴리오 가치는 약 3억 8천만 유로(4억 2천만 달러)이다.</li>
<li>인도의 뭄바이에 본사를 둔 에델바이스 파이낸셜 서비스(Edelweiss Financial Services)는 일본의 노무라에 자산운용 사업부의 지분 매각을 위한 매수자를 찾도록 요청했다. 이 사업부의 총 가치는 7억에서 8억 달러에 이를 것으로 보인다고 <a href="https://economictimes.indiatimes.com/mf/mf-news/edelweiss-hires-nomura-for-mutual-fund-unit-stake-sale/articleshow/115646343.cms?from=mdr">경제 이코노믹 타임즈</a>가 보도했다.</li>
</ul>
참고: <a href="https://kr.benzinga.com/news/usa/stocks/%EA%B8%88%EC%9A%94%EC%9D%BC%EC%9D%98-%EC%83%81%EC%9C%84-5%EA%B0%9C-%ED%8A%B8%EB%A0%8C%EB%93%9C-%EC%A3%BC%EC%8B%9D-%EC%8A%88%ED%8D%BC-%EB%A7%88%EC%9D%B4%ED%81%AC%EB%A1%9C-%EC%97%94%EB%B9%84%EB%94%94/" target="_blank" rel="noopener">금요일의 가장 많이 거래된 5개 주식: SMCI, 엔비디아, 마이크로스트레티지에 무슨 일이?</a>
<h3 class="wp-block-heading">블록에서의 업데이트</h3>
<ul>
<li>더 컨테이너 스토어(The Container Store)는 거래를 성사시키거나 자금을 찾지 못했다. <a href="https://www.cnn.com/2024/11/29/business/the-container-store-black-friday-shopping/index.html">CNN</a>에 따르면, 텍사스 코펠에 본사를 둔 이 회사는 Bed Bath &amp; Beyond 및 Overstock.com의 소유주인 비욘드(Beyond)로부터 4천만 달러의 재정적 지원을 기대했으나, 협상이 결렬되었고 현재는 파산 직전이다. 아직 파산 신청은 하지 않았다.</li>
</ul>
<ul>
<li>앵글로 아메리칸(LSE:AAL)은 호주 제철용 석탄광산을 피바디 에너지(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BTU#NYSE">BTU</a>)에 약 38억 달러에 매각하기로 합의했다. 이는 채굴 대기업 BHP 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BHP#NYSE">BHP</a>)이 앵글로 아메리칸에 대한 인수 시도를 재개할 수 있는 며칠 전에 발생한 일이다.</li>
</ul>
<ul>
<li>인수에 열망이 있는 우니크레디트(UCG)은 이탈리아 대출 기관 뱅코 BPM(BAMI)을 인수하겠다고 제안했다. 100억 유로의 제안은 거절되었다고 <a href="https://www.axios.com/2024/11/25/unicredit-italian-bank?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=newsletter_axiosprorata&amp;stream=top">악시오스</a>가 보도했다. 우니크레디트는 독일 기반의 코메르츠방크(Commerzbank)도 인수하고 싶어한다.</li>
</ul>
<ul>
<li>금광 기업 뉴몬트 코퍼레이션(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>)은 화요일에 퀘벡의 엘레오노레(Éléonore) 광산을 런던에 본사를 둔 딜마르(Dhilmar)에게 <a href="https://www.benzinga.com/news/asset-sales/24/11/42202141/newmont-sells-mine-for-795-million-barrick-expands-reserves-top-miners-unfazed-by-underperformance" target="_blank" rel="noopener" data-google-interstitial="false">7억 9,500만 달러 현금</a>에 매각했다. 이번 매각은 뉴몬트가 2023년 뉴크레스트 마이닝(Newcrest Mining)의 중대한 인수를 완료한 후 비핵심 자산을 매각하겠다는 전략에 따른 것이다.</li>
</ul>
<ul>
<li>슈나이더 내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNDR#NYSE">SNDR</a>)은 코완 시스템즈(Cowan Systems, LLC) 및 그 자회사들을 약 <a href="https://www.benzinga.com/news/mid-cap/24/11/42170700/schneider-expands-its-fleet-390-million-cowan-systems-deal-supercharges-dedicated-services">3억 9천만 달러 현금</a>에 인수하기로 합의했다. 거래는 조정 사항이 적용된다. 이 거래에는 관련 부동산 자산의 별도 구매도 포함되어 있으며, 이는 3,100만 달러이다.</li>
</ul>
지난주의 거래 소식은 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%94%9C-%EB%94%94%EC%8A%A4%ED%8C%A8%EC%B9%98-%EC%8A%A4%ED%83%80%EB%B2%85%EC%8A%A4-%EC%A4%91%EA%B5%AD-%EC%82%AC%EC%97%85-%EB%A7%A4%EA%B0%81-%EA%B3%A0%EB%A0%A4-%EB%85%B8%EC%8A%A4%EB%B3%BC%ED%8A%B8/" target="_blank" rel="noopener">여기를 클릭하십시오</a>.
현재 읽어야 할 내용:
<ul>
<li>트럼프의 제안된 관세가 멕시코, 캐나다, 미국 자동차 제조사를 겨누다; 월스트리트는 우려를 무시하고 사상 최고치로 상승하다: 이번 주 시장 동향</li>
</ul>
이미지: Benzinga
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

<h3 class="wp-block-heading">새로이 등장한 블록</h3>
<ul>
<li>스타벅스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SBUX#NASDAQ">SBUX</a>)가 중국 사업의 일부 지분을 매각하려고 한다. 최근 1분기 중국 내 동일 매장 매출이 14% 감소하면서, 시애틀에 본사를 둔 이 커피 소매업체는 치열한 <a href="https://www.benzinga.com/news/asset-sales/24/11/42117962/starbucks-eyes-stake-sale-in-china-amid-fierce-competition-and-falling-sales">경제적 및 경쟁적 압박</a>에 적응하기 위한 파트너십을 모색하고 있다.</li>
</ul>
<h3 class="wp-block-heading">파산 블록</h3>
<ul>
<li>스낵 제조업체 하스사이드 푸드 솔루션스(Hearthside Food Solutions)이 파산했다. 사모펀드 소속 회사는 파트너스 그룹 홀딩 AG(Partners Group Holding AG)와 찰스뱅크 캐피털 파트너스(Charlesbank Capital Partners)의 소유 하에 쌓인 19억 달러의 부채를 정리하려고 한다. 두 회사는 하스사이드를 24억 달러 이상에 인수했다. 자산과 부채는 각각 10억 달러에서 100억 달러 사이이다. 작년에는 미국에서 파산한 사모펀드 포트폴리오 회사의 수가 <a href="https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/private-equity-portfolio-companies-on-track-for-most-bankruptcies-since-2020-74886821">2020년의 파산 건수를 초과</a>했다. 2024년이 더 나쁠지는 지켜봐야 한다.</li>
</ul>
<ul>
<li>노스볼트(Northvolt)가 58억 달러의 부채로 파산 신청을 했다. 스웨덴 배터리 제조업체인 노스볼트는 폭스바겐 AG(OTC:<a class="ticker" href="https://www.benzinga.com/stock/VWAGY#OTC">VWAGY</a>)와 BMW AG(OTC:<a class="ticker" href="https://www.benzinga.com/stock/BMWYY#OTC">BMWYY</a>)에 배터리를 공급하며 작년에 <a href="https://www.benzinga.com/news/23/03/31506581/volkswagen-bmw-battery-supplier-northvolt-eyes-raising-5b-via-debt">부채를 조달하기 위해 은행과 협상</a>했던 기억이 있다. 이제는 미국 챕터 11 파산 보호 신청에 따라 구조조정을 희망하고 있다.</li>
</ul>
참고: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/42024210/benzinga-bulls-and-bears-tesla-disney-gold-and-hedge-funds-project-bitcoin-to-hit-100k-150k">벤징가의 불스 및 베어스: 테슬라, 디즈니, 금 &#8211; 그리고 헤지펀드가 비트코인이 10만 달러에서 15만 달러에 이를 것이라고 전망</a>
<h3 class="wp-block-heading">블록에서의 업데이트</h3>
<ul>
<li>구글의 앤트로픽(Anthropic)에 대한 20억 달러 투자 계획이 <a href="https://www.benzinga.com/news/large-cap/23/10/35474706/googles-ai-ambitions-grow-with-major-investment-in-openai-rival-anthropic">블룸버그</a>에 따르면 위험에 처해 있다. 앤트로픽은 제프 베이조스가 지원하는 인공지능(AI) 혁신 기업 오픈AI의 경쟁사입니다. 미국 법무부(DOJ)는 <a href="https://www.benzinga.com/tech/24/11/42105079/googles-unlawful-behavior-stifles-market-entry-for-rivals-doj-says-alphabet-must-sell-chrome-to-end-search-monopoly">수요일 법원 제출에서</a> 알파벳(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>)의 구글이 온라인 검색 독점을 해체하기 위해 크롬 브라우저를 매각해야 한다고 권고했다. 여기서 끝나지 않는다. 규제 당국은 구글이 소비자가 정보를 검색하는 곳을 제어하는 회사와 어떤 거래도 할 수 없도록 금지해야 한다고 말했다. <a href="https://www.benzinga.com/tech/24/11/42123646/google-anthropic-deal-in-jeopardy-as-us-justice-department-looks-to-snap-online-search-monopoly">이에는 AI 제품도 포함</a>된다.</li>
</ul>
<ul>
<li>리키 윌리엄스(Ricky Williams)의 하이즈맨(Highsman)이 대마초 브랜드 프로즌 필즈(Frozen Fields)와 합병하여 톱 시드(Top Seed Inc)를 형성했다. 이 파트너십은 대마초와 대마 산업 분야를 통합하여 제품을 <a href="https://www.benzinga.com/markets/cannabis/24/11/42097662/ricky-williams-highsman-merges-with-hemp-brand-frozen-fields">향상시키고 공급망을 통제</a>한다.</li>
</ul>
<ul>
<li>메이크마이트립(MakeMyTrip)이 하페이(Happay)를 크레드(CRED)로부터 인수했다. 이 거래는 인도에서 기업 여행 및 경비 관리 솔루션을 강화할 것으로 예상된다. 하페이의 팀은 메이크마이트립과 통합되어 <a href="https://www.benzinga.com/general/travel/24/11/42039458/makemytrip-agrees-to-acquire-happay-bolstering-its-arsenal-for-corporate-travel-solutions">900개 이상의 고객을 지원</a>할 것이다.</li>
</ul>
<ul>
<li>앰코(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AMCR#NYSE">AMCR</a>)와 베리 글로벌 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BERY#NYSE">BERY</a>)가 주식 거래로 합병하기로 합의했으며, 이번 거래은 베리 주식을 주당 <a href="https://www.benzinga.com/news/large-cap/24/11/42069248/amcor-and-berry-seal-the-deal-73-59-per-share-merger-to-forge-packaging-powerhouse">73.59달러로 평가</a>했다.</li>
</ul>
<ul>
<li>일본제철(OTC:<a class="ticker" href="https://www.benzinga.com/stock/NISTF#OTC">NISTF</a>)의 경영진이 펜실베니아로 출장을 가서 US 스틸(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/X#NYSE">X</a>)에 대한 150억 달러 인수 제안을 지지받으려 했다. 이 일본 철강 거인은 워싱턴에서 정치적 저항에 직면하고 있다. 모리 타카히로(Takahiro Mori), 일본제철의 부회장이 인수 찬성을 위해 토요일에 피츠버그에 도착했다. 이 거래는 조 바이든 대통령과 도널드 트럼프 대통령 당선자가 모두 미국 철강회사가 <a href="https://www.benzinga.com/markets/24/11/42056111/nippon-steel-execs-rally-support-in-pennsylvania-amid-pushback-on-us-steel-takeover">미국 소유로 남아있기를 선호</a>한다고 반대에 직면하고 있다.</li>
</ul>
<h3 class="wp-block-heading">블록에서의 메모</h3>
다윈 파이낸셜 컴퍼니(Darwin Financial Company)의 공동 설립자 조슈아 로빈슨(Joshua Robinson)은 INYOAG LLC와의 5,500만 달러 자금 조달 거래를 발표했다. 이 자금은 캘리포니아 이노 카운티에 있는 태양열 발전 광산 개발에 사용될 예정이며, 해당 지역에는 은, 납, 아연, 텅스텐 및 구리 매장량이 확인되어 있다. 로빈슨과의 대화 내용은 다음과 같다:
<h4 class="wp-block-heading">BZ: 다윈 금융과 기초 금속 광산업체 INYOAG 간의 거래 구조는 어떻게 되나요? </h4>
로빈슨: 이번 거래 구조는 5,500만 달러 프로젝트 자금 조달 패키지로, 세 가지 구성 요소로 나누어진다: 황화물 및 산화물 생산에 각각 1,750만 달러 및 1,250만 달러의 6년 만기 채권, 그리고 광산이 월 1,000만 달러의 매출을 달성할 경우에만 발동되는 2,000만 달러의 조건부 주식 투자이다. 우리는 두 생산 트랙에서 총 매출의 17%를 확보하며, 이는 안전한 록박스 방식으로 구조화된다. 이것은 단순한 주식 투자가 아니며, 우리는 추가적인 상승 가능성을 제공하기 위해 특별히 이렇게 설계했다.
<h4 class="wp-block-heading">추가 투자자/합작 투자 파트너를 찾고 있나요? </h4>
네, 우리는 이것을 여러 층의 상승 가능성을 창출하기 위해 고의적으로 구조화했다. 이는 광산 분야에서 꽤 독특한 접근 방식이다. 우리는 생산에서의 단기 현금 흐름과 상당한 확장 가능성을 제공하는 하이브리드 모델을 만들었다. 우리는 이미 기존 광산 업체들로부터 관심을 받고 있지만, 특히 중요한 광물의 전략적 가치를 이해하는 새로운 투자자들을 이 분야에 끌어들이는 것에 대해 기대하고 있다.
<h4 class="wp-block-heading">중요 광물의 외국 공급원에 의존하는 것의 단점은 무엇인가요? </h4>
중국의 최근 움직임은 여기서 긴급성을 강조한다. 중국은 이미 게르마늄과 갈륨에 대한 수출 통제를 시행했고, 최근 안티모니도 목록에 추가했다. 이는 더 이상 이론적인 문제가 아니라, 실제로 발생하고 있다. 우리는 방산 및 기술에 필수적인 이러한 광물에 대해 공급망의 지역적 회복력을 구축해야 한다. 다윈 광산은 단일 자산에서 여러 중요한 광물의 국내 공급원을 구축할 수 있는 독특한 기회를 제공한다. 이는 찾기 어려운 일이다.
<h4 class="wp-block-heading">광산은 태양열로 운영되나요? </h4>
100MW 시설은 광산만을 전력 공급하는 것이 아니라, 우리가 생산하는 광물로 발전소 규모의 에너지 저장 시스템을 개발할 수 있는 충분한 청정 에너지를 생성할 것이다. 이는 우리의 광산 운영이 청정 에너지 배치를 직접 지원하는 선순환을 만든다.
<h4 class="wp-block-heading">2025년 목표는 무엇인가요? </h4>
2025년의 주요 목표는 자금 지원 후 6개월 이내에 황화물 생산을 하루 300톤으로, 9개월 이내에 산화물 생산을 하루 200톤으로 끌어올리는 것이다. 이는 월 1,000만 달러의 매출을 달성하게 되며, 그 후 심화된 광산 개발 프로그램이 발동다.
지난 주의 거래 소식은 <a href="https://kr.benzinga.com/news/usa/stocks/%EB%94%9C-%EB%94%94%EC%8A%A4%ED%8C%A8%EC%B9%98-%EC%89%98-%EC%9C%A0%EB%8B%88%EB%A0%88%EB%B2%84-%EC%99%B8%EC%97%90%EB%8F%84-%EB%A7%A4%EA%B0%81-%EB%89%B4%EC%8A%A4-%EC%96%B4%EB%8B%88%EC%96%B8%EC%9D%B4/" target="_blank" rel="noopener">여기를 클릭하세요</a>.
지금 읽을 내용: 
<ul>
<li><a href="https://kr.benzinga.com/news/usa/stocks/ai-%EB%AC%BC%EA%B2%B0%EC%9D%84-%ED%83%80%EA%B3%A0-%EC%97%94%EB%B9%84%EB%94%94%EC%95%84%EA%B0%80-%EB%8B%A4%EC%9A%B0%EC%A1%B4%EC%8A%A4-%EC%82%B0%EC%97%85%ED%8F%89%EA%B7%A0-%EC%A7%80%EC%88%98%EC%97%90/" target="_blank" rel="noopener">엔비디아, AI 붐으로 인텔을 다우존스 산업평균지수에서 교체하여 25년간의 지배를 종료</a></li>
</ul>
이미지: Benzinga
Benzinga Pro의 독점 뉴스 및 도구로 더 많은 승리를 거두세요 
독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. 
<a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor" target="_blank" rel="noreferrer noopener">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

Comments

Berry Global Gr

뉴스

에 대한 최신 뉴스 Berry Global Gr (NYSE:BERY) 주식

일요일, 12월 01, 2024

토요일, 11월 23, 2024

사람들이 또한 지켜본다

뉴스

파트너 / 기고자

벤징가 글로벌