Opportunities this week:

Last week we met with the investor relations team of DCC to discuss its planned strategic change to focus on its Energy division. We believe its singular focus on a faster growing/higher return segment will serve investors well. BUY PT: £71.40
Following our meeting with the IR team of UK peer Entain last week, who signalled the pipeline for US states to regulate gambling is light for 2025, we are removing Flutter from our Analyst Conviction List. We retain our BUY rating, PT: $300.
We had a very positive meeting with the investor relations team from Smurfit Westrock last week which served to boost our conviction in the opportunity it has to improve the legacy Westrock business. BUY PT: $61.