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Analyst
Patrick Mann
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
SWSmurfit WestRock3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
Does it change your net paper position at all? And does that, or how does that factor into the environment
Show response
Ken confirmed integration levels improve from 86% to 89% on containerboard and 67% to 71% on paperboard following closures. Quick-win projects form part of the $400M+ second bucket of operational improvements.
Calendar 2024 Q4
Are you happy with that overall weighting in the balance of the business or kind of structurally or strategically is that how you want it to be set up
Show response
Tony expects containerboard to reach balance through integration into LatAm plus long-term customers; will remain long in consumer grades and accept cyclicality.
How should we think about the net debt target going from the 2.7 to under 2 over time
Show response
Ken outlined deleverage through earnings growth, working capital improvements, and disciplined capital allocation driving returns above capital deployed.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| SW Smurfit WestRock | 3 | 0%none of 3 questions |
- SWSmurfit WestRock · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation3
- Competitive Dynamics2