Ball Corporation: Surfing On The Waves Of A Higher Demand For Beverage Cans

Nov. 26, 2021 9:39 AM ETBall Corporation (BALL) StockAMBP, CCK, BALL2 Comments

Summary

  • The demand for beverage cans is outpacing the supply, despite efforts to increase the production of aluminum beverage cans.
  • Ball is a major player in the industry and serves as an excellent proxy to ride the waves.
  • The company is spending billions on expanding its production capacity, and that will become visible in the next few years.
  • Looking for a helping hand in the market? Members of European Small-Cap Ideas get exclusive ideas and guidance to navigate any climate. Learn More »

Metal equipment used to make aluminium cans

JohnnyGreig/E+ via Getty Images

Introduction

I have been gradually increasing my exposure to the aluminum beverage can industry as the demand for said cans will continuously increase in the next few years. I recently discussed Crown Holdings (CCK

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This article was written by

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The Investment Doctor is a financial writer, highlighting European small-caps with a 5-7 year investment horizon. He strongly believes a portfolio should consist of a mixture of dividend and growth stocks.

He is the leader of the investment group European Small Cap Ideas which offers exclusive access to actionable research on appealing Europe-focused investment opportunities not found elsewhere. The a focus is on high-quality ideas in the small-cap space, with emphasis on capital gains and dividend income for continuous cash flow. Features include: two model portfolios - the European Small Cap Ideas portfolio and the European REIT Portfolio, weekly updates, educational content to learn more about the European investing opportunities, and an active chat room to discuss the latest developments of the portfolio holdings. Learn more.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I have no position in Ball, but I have a long position in Ardagh Metal Packaging.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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