On August 4th, prior to market open, Ball Corporation reported Q2 2022 EPS of $0.82 per share, $0.08 shy of the consensus estimate, $0.90, despite +19.5% y/y revenue growth. In conjunction with that report, and as a result of a steep decline in the price of BALL shares, Antrim has decided to discontinue our ongoing research coverage. Please use the following link to access our thoughts on the quarter, as well as our final thoughts on our BALL research coverage:
Please use the following link to access a copy of our coverage initiation report on Lithia Motors, Inc., in which we offer a critical assessment of the industry's competitive dynamics and unsustainably high profit margins.
Please use the following link to access Antrim Investment Research's coverage initiation report for Graphic Packaging Holding Corp, in which we offer a critical assessment of the packaging industry's fragmented structure, competitive capacity increases, and input cost pressures.
Please use the following link to access our thoughts on DY's Q1 reported yesterday:
Please use the following link to download our report with updated thoughts on names under our coverage: AOS, CPA, ROL, FLS, and TRN.
Please use the following link to access our thoughts on TDG's fiscal Q2'22, as well as our forward outlook for the shares.
Please use the following link to access our thoughts on BLL's Q1 report and management commentary.
Please use the following link to access our thoughts on FOXF and BLDP today, as well as our rationale for formally discontinuing our research coverage at this time.
On Friday March 11th, before market open, Ballard Power reported a Q4'21 loss of $0.15 per share, despite revenue that exceeded consensus estimates. We retain strong conviction in our critical BLDP thesis, and invite our subscribers to access our thoughts on BLDP's Q4 using the following link:
Please use the following link to download Antrim Investment Research's research coverage initiation report for Copa Holdings, in which we offer a critical assessment of the company's business mix, competitive positioning, and input cost pressures.
