We recently researched Orora (ASX:ORA) in The Dynamic Investor after the Company downgraded FY26 Earnings Before Interest & Tax (EBIT) guidance for its troubled Saverglass division. Saverglass accounts for 47% of the Company’s revenue and EBIT. Although, the Australasia Cans business is doing the heavy lifting regarding earnings growth. Are there any signs of improvement in Saverglass’ fortunes that would make ORA a cyclical recovery play? About Orora In December 2024, ORA finalised the sale of its US packaging distribution …

Read MoreOrora: Still a value trap, or finally a buy?

We recently researched Ansell (ASX:ANN) in The Dynamic Investor as a review the fundamentals following the release of results for the six months to 31 December 2025 (1H26). We took a NEUTRAL view on the shares. The key reasons for this included the high risk of downgrades to EPS guidance and uncertainty regarding the strategic direction of the Company under a new CEO. Since our report, the shares have declined by ~9%. Do current levels present a more attractive entry …

Read MoreAre Ansell shares defensive or a value trap?