Metal & Glass Containers

I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business


Display GDP grow per year to compare with Revenue Change
1. Crown Holdings, Inc CCK7,2897,1876,7926,6307,1996,9086,9827,7278,3057,9387,9418,6448,4708,6569,0978,7628,2848,69811,15111,665
2. Ball Corporation BLL3,6653,6863,8594,9775,4405,7516,6227,4757,5627,3457,6308,6318,7368,4688,5707,9979,06110,98311,63511,474
3. Amcor plc AMCR9,6129,4219,0929,2629,45812,468
4. Berry Global Group, Inc BERY4,2574,5614,7664,6474,9514,8816,4897,0957,8698,87811,709
5. O-I Glass, Inc OI5,5525,4035,6406,0596,1287,0797,4227,5677,8857,0796,3027,3596,9986,9496,7616,1566,7026,8696,8776,691
6. Ardagh Group S.A ARD4,7336,1397,4926,3906,6766,660
7. CCL Industries Inc CCDBF1,0651,0051,0711,1711,2629521,0401,1489771,1401,1961,2441,3191,7792,2253,0393,9754,7565,1625,321
8. Greif, Inc GEF9301,4561,6331,9162,2092,4242,6283,3223,7772,7923,4624,2634,2704,3774,2513,6083,3093,6373,8744,5950
9. Silgan Holdings Inc SLGN1,8781,9411,9882,3122,4202,4962,6682,9233,1213,0673,0723,5093,5883,7093,9123,7643,6134,0904,4494,490
10. AptarGroup, Inc ATR8838929271,1151,2971,3801,6011,8922,0721,8422,0772,3372,3312,5202,5982,3172,3312,4692,7652,860
11. Intertape Polymer Group Inc ITPOF6545956026216928028127677376157217877847828137828098981,0531,159
12. Winpak Ltd WIPKF283285312396404437447463515503582650673714785797823887890874
13. Myers Industries, Inc MYE653608608661803904780919868702738756791825624602558551567516
14. Advanced Container Technologies, Inc MDTR0.461.441.982.212.232.15

Revenue Growth

Display GDP growth per year to compare with Revenue Change
1. Crown Holdings, Inc CCK0.990.990.950.981.090.961.
2. Ball Corporation BLL1.
3. Amcor plc AMCR0.980.980.971.021.021.32
4. Berry Global Group, Inc BERY1.
5. O-I Glass, Inc OI0.970.971.
6. Ardagh Group S.A ARD1.
7. CCL Industries Inc CCDBF0.940.941.
8. Greif, Inc GEF1.571.571.
9. Silgan Holdings Inc SLGN1.
10. AptarGroup, Inc ATR1.
11. Intertape Polymer Group Inc ITPOF0.910.911.
12. Winpak Ltd WIPKF1.
13. Myers Industries, Inc MYE0.930.9311.
14. Advanced Container Technologies, Inc MDTR3.133.131.371.121.010.96