Savvy Trades and Investments

[SSKILLZ1]

OI (Updated Views after the latest earnings report.

This company is in the Packaging (Glass) Industry

Reported this week where they raised EPS from $1.30-1.55 to $1.55-1.65. And are guiding for more EPS growth in FY 26 and more in beyond. this multi year turnaround growth story is going very well in my opinion. I see no reason why these guys can't get a 10-12x multiple given the earnings growth over the next 3-5 years here, which is significant. Basically the thesis is in intact, with possibly them being slightly ahead of my original optimistic thesis. I could see $2.00 eps next year That could put the stock in the low $20. Not that outrageous as Analyst estimates have climbed up to $1.94 most recently after the quarter for FY26. Will continue to hold OI, and will add more on weakness. All is just my opinion, and I could always be wrong though.