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Amcor (ASX:AMC) Really Wants The Bemis Deal

Amcor Limited (ASX:AMC) has announced they are selling three packaging plants for a combined $300 million as part of the deal with Bemis.

Amcor Limited (ASX: AMC) has announced they are selling three packaging plants for a combined $300 million as part of their deal with Bemis.

About Amcor

Amcor is a global packaging company. It develops and produces flexible packaging, rigid containers, specialty cartons, closures and services for food, beverage, pharmaceutical, medical device, home and personal care and other products.

Antitrust Concerns Prompt Sale

Amcor announced today that they have entered a binding agreement with Tekni-Plex Inc for the sale of three Amcor plants.

The sale involves a cash consideration of US$215 million or approximately A$300 million at today’s exchange rate.

Amcor announced that they are selling the plants to resolve concerns from the Staff of the Antitrust Division of the US Department of Justice regarding the acquisition of Bemis.

The three factories being sold generate annual sales revenue of approximately US$100 million, representing a significant blow to Amcor.

However, Amcor stated that the sales will not impact the US$180 million of net cost synergies expected to be delivered by the end of the third year following completion of the acquisition.

How Will This Impact The Amcor Share Price?

Amcor has opened slightly lower this morning. The loss of US$100 million in annual sales revenue will be significant for Amcor and offsets much of the $180 million gain from cost synergies.

However, the sale also shows how much Amcor believes in this acquisition; they wouldn’t be willing to sell such valuable assets if they were unsure about the outcome. For now, I’ll be keeping an eye on the acquisition, but I won’t be looking to buy. There’s too much uncertainty regarding future sales and cost savings for me.

I’d rather invest in one of the proven companies in the free report below.

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Disclaimer: At the time of writing, Max does not own shares in any of the companies mentioned.

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