1Année·

$VRLA (+0,38 %) opened a position here recently. Verallia is a leading manufacturer of glass packaging for food and beverage products, headquartered in France. They play a vital role in the supply chain for major consumer brands. They are the biggest in Europe, and third in the world in what they do.

Reasons for Bullishness:

Strong industry position: Verallia is a dominant player in the glass packaging market, benefiting from economies of scale and brand recognition.

Essential good: Glass packaging remains the preferred choice for many food and beverage products due to its durability, safety, and sustainability advantages.

Growth potential: Rising demand for premium packaging and Verallia's expansion plans in emerging markets could fuel future growth.

What do you think? Anyone knows Verallia?

(Not investment advice.)

8 Commentaires

Enrique@Dividenden_Monteur

1Année

I've worked in the beverage industry for a long time, glass will die out sooner or later in the beverage industry. For example, you can load 40 trucks with PET bottles and then you only need one truck to bring back the bottles to the recycling plant

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Sedo@Sedo

1Année

@Der_Dividenden_Monteur Thanks for your comment. You must know better as you worked in the industry. As a consumer, I wouldn't like to drink for example wine from plastic or paper. I think they are mostly focused on wine, spirit and beer bottles together with jars. They should survive at least for some time if consumer behavior doesn't change right away.

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KingC@RaphGM

1Année

@Der_Dividenden_Monteur What about the micro plastics in your drinks?
This is becoming a hot topic and maybe a health issue in the future.

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Enrique@Dividenden_Monteur

1Année

@Sedo my comment is only for non alcoholic, who is the biggest part of the beverage industry.

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CashDividendGamer@CashDividendGamer

1Année

@Der_Dividenden_Monteur Honestly, I would also presume that the proven micro plastics in the water/drinks will rather lead to a reduction of plastic bottles in the long term. We will see.

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Enrique@Dividenden_Monteur

1Année

@CashDividendGamer @RaphGM I don't feel like writing English anymore at this time of day😅
We will have to die some kind of "death" on this subject.
When it comes to efficiency, energy and CO2 savings, plastic bottles simply can't be beaten.
Microplastics are more of a problem with low-quality bottles, as PET plastic is coated in Germany and large parts of the USA.

What you could also talk about would be the cost of cleaning glass bottles, I'll link a video of my former employer for his washing machine so that you can see the dimensions https://youtu.be/hyyposVuRdM?si=u_kF_K1qe7L4nsns

If all companies in the bottling business had a cycle like the Schwarz Group, we would no longer need to fish bottles out of the sea.

Maybe one day

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Enrique@Dividenden_Monteur

1Année

@Der_Dividenden_Monteur in Germany and large parts of the EU. USA uses inferior plastic

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Nutellatoast@Nutellatoast

9Mo

A little fun fact (because I currently live in France and that's the headquarters...): Unlike in Germany, there is no deposit in France and we regularly throw away tons of glass bottles - so all the bottles in the supermarket have to be produced again and again... quite practical I would say...

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